Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
992
+ 9.35%
$62.38 - $67.29 $61.9K - $66.8K
11.6K $779K
CFLT
Confluent, Inc.

Technology
5.9K
+ 767.75%
$15.91 - $27.35 $93.9K - $161K
6.67K $132K
TTC
Toro CO

Industrials
1.17K
+ 28.5%
$72.64 - $82.54 $84.8K - $96.3K
5.26K $400K
EWP
Ishares Inc Msci Spain ETF

ETFs
895
+ 7.41%
$43.48 - $49.5 $38.9K - $44.3K
13K $641K
RF
Regions Financial Corp

Financial Services
1.53K
+ 6.27%
$24.03 - $27.41 $36.8K - $42K
26K $685K
LLY
Eli Lilly & CO

Healthcare
276
+ 4.51%
$625.65 - $812.69 $173K - $224K
6.4K $4.88M
SNV
Synovus Financial Corp

Financial Services
2.54K
+ 47.14%
$46.55 - $59.6 $118K - $152K
7.94K $389K
CORT
Corcept Therapeutics Inc

Healthcare
1.14K
+ 78.9%
$67.17 - $83.9 $76.4K - $95.4K
2.58K $214K
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.24K
+ 153.48%
$19.87 - $20.65 $104K - $108K
8.66K $177K
COOP
Mr. Cooper Group Inc.

Financial Services
26
+ 1.56%
$143.29 - $220.9 $3.73K - $5.74K
1.69K $357K
CEFA
Global X Fds
2.77K
+ 51.36%
$33.82 - $36.1 $93.7K - $100K
8.16K $293K
ROST
Ross Stores, Inc.

Consumer Cyclical
390
+ 19.94%
$127.59 - $152.81 $49.8K - $59.6K
2.35K $357K
FNF
Fidelity National Financial, Inc.

Financial Services
1.52K
+ 42.56%
$51.22 - $61.07 $77.8K - $92.7K
5.09K $307K
IVZ
Invesco Ltd.

Financial Services
636
+ 4.91%
$16.17 - $23.0 $10.3K - $14.6K
13.6K $311K
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
+ 16.67%
$5364.25 - $5815.92 $188K - $204K
245 $1.32M
FN
Fabrinet

Technology
191
+ 35.83%
$277.04 - $389.47 $52.9K - $74.4K
724 $263K
TM
Toyota Motor Corp

Consumer Cyclical
280
+ 10.22%
$167.86 - $202.79 $47K - $56.8K
3.02K $577K
TGT
Target Corp

Consumer Defensive
1.26K
+ 133.69%
$86.56 - $107.43 $109K - $135K
2.2K $197K
VO
Vanguard Mid Cap ETF

ETFs
156
+ 3.71%
$279.83 - $293.74 $43.7K - $45.8K
4.37K $1.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
252
+ 11.99%
$301.44 - $365.84 $76K - $92.2K
2.35K $761K
ETR
Entergy Corp

Utilities
313
+ 4.22%
$80.93 - $93.55 $25.3K - $29.3K
7.73K $720K
UBER
Uber Technologies, Inc

Technology
534
+ 4.87%
$86.91 - $99.57 $46.4K - $53.2K
11.5K $1.13M
PAHC
Phibro Animal Health Corp

Healthcare
1.51K
+ 55.63%
$26.11 - $41.23 $39.5K - $62.4K
4.23K $171K
AL
Air Lease Corp

Industrials
1.49K
+ 110.86%
$54.35 - $64.28 $81K - $95.8K
2.84K $180K
JHG
Janus Henderson Group PLC

Financial Services
1.22K
+ 14.9%
$39.46 - $45.37 $48.3K - $55.5K
9.43K $419K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
11.5K
+ 88100.0%
$3.74 - $8.87 $42.8K - $102K
11.5K $101K
MET
Metlife Inc

Financial Services
1.1K
+ 19.89%
$73.82 - $82.37 $81.3K - $90.7K
6.64K $546K
SCHW
Schwab Charles Corp

Financial Services
326
+ 1.97%
$91.03 - $98.69 $29.7K - $32.2K
16.9K $1.61M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.81K
+ 5.64%
$13.29 - $16.05 $24K - $29K
33.8K $538K
CW
Curtiss Wright Corp

Industrials
137
+ 29.78%
$472.43 - $542.94 $64.7K - $74.4K
597 $324K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
464
+ 43.9%
$113.83 - $154.45 $52.8K - $71.7K
1.52K $234K
EGO
Eldorado Gold Corp

Basic Materials
908
+ 10.68%
$19.75 - $28.89 $17.9K - $26.2K
9.41K $271K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
57K
+ 60.64%
$2.88 - $3.9 $164K - $222K
151K $437K
MSI
Motorola Solutions, Inc.

Technology
85
+ 5.2%
$408.73 - $490.3 $34.7K - $41.7K
1.72K $786K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
34
+ 3.39%
$473.44 - $553.71 $16.1K - $18.8K
1.04K $566K
SMB
Vaneck Short Muni ETF

ETFs
5.51K
+ 45.67%
$17.24 - $17.48 $95K - $96.3K
17.6K $306K
MLM
Martin Marietta Materials Inc

Basic Materials
121
+ 46.54%
$546.36 - $631.12 $66.1K - $76.4K
381 $240K
BNDX
Vanguard Total International B

ETFs
2.36K
+ 0.63%
$49.0 - $49.51 $116K - $117K
376K $18.6M
CDNS
Cadence Design Systems Inc

Technology
103
+ 7.2%
$309.46 - $373.37 $31.9K - $38.5K
1.53K $538K
EA
Electronic Arts Inc.

Communication Services
50
+ 2.43%
$147.79 - $202.05 $7.39K - $10.1K
2.11K $425K
IGV
Ishares Expanded Tech Software

ETFs
842
+ 1079.49%
$105.96 - $117.79 $89.2K - $99.2K
920 $105K
LDOS
Leidos Holdings, Inc.

Technology
288
+ 21.8%
$159.2 - $188.96 $45.8K - $54.4K
1.61K $304K
ENB
Enbridge Inc

Energy
611
+ 4.83%
$43.79 - $50.46 $26.8K - $30.8K
13.3K $669K
ESTC
Elastic N.V.

Technology
1.12K
+ 53.13%
$72.54 - $92.3 $81.3K - $103K
3.23K $272K
DUK
Duke Energy Corp

Utilities
341
+ 3.7%
$116.31 - $125.93 $39.7K - $42.9K
9.56K $1.18M
EW
Edwards Lifesciences Corp

Healthcare
1.23K
+ 38.68%
$73.75 - $81.83 $90.7K - $101K
4.41K $342K
NTAP
Net App, Inc.

Technology
430
+ 11.93%
$101.1 - $126.36 $43.5K - $54.3K
4.03K $477K
EWS
Ishares Inc Msci Singapore ETF

ETFs
1.72K
+ 9.44%
$25.8 - $29.15 $44.5K - $50.2K
20K $565K
VTR
Ventas, Inc.

Real Estate
982
+ 30.17%
$62.76 - $69.99 $61.6K - $68.7K
4.24K $296K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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