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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.23K
+ 9.42%
$37.14 - $37.85 $82.9K - $84.4K
25.9K $979K
STEP
Step Stone Group Inc.

Financial Services
1.21K
+ 97.65%
$55.47 - $67.35 $67K - $81.3K
2.44K $159K
DRD
Drdgold LTD

Basic Materials
1.07K
+ 24.79%
$13.32 - $28.41 $14.3K - $30.4K
5.39K $148K
MTZ
Mastec Inc

Industrials
221
+ 21.52%
$168.23 - $212.81 $37.2K - $47K
1.25K $265K
FVD
First Tr Value Line Divid Inde

ETFs
1.57K
+ 13.91%
$44.73 - $46.86 $70K - $73.4K
12.8K $593K
HST
Host Hotels & Resorts, Inc.

Real Estate
4.72K
+ 100.11%
$15.27 - $17.68 $72.1K - $83.5K
9.44K $160K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.57K
+ 1.49%
$50.82 - $51.09 $79.9K - $80.3K
107K $5.46M
YOU
Clear Secure, Inc.

Technology
1.98K
+ 55.55%
$27.98 - $38.03 $55.4K - $75.3K
5.55K $185K
TNGX
Tango Therapeutics, Inc.

Healthcare
22
+ 0.08%
$4.96 - $8.53 $109 - $188
26.7K $223K
HLI
Houlihan Lokey, Inc.

Financial Services
128
+ 5.34%
$181.55 - $209.19 $23.2K - $26.8K
2.53K $518K
ARW
Arrow Electronics Inc

Technology
852
+ 31.86%
$114.66 - $133.24 $97.7K - $114K
3.53K $426K
RY
Royal Bank Of Canada

Financial Services
74
+ 1.55%
$128.46 - $148.6 $9.51K - $11K
4.84K $712K
PH
Parker Hannifin Corp

Industrials
27
+ 2.43%
$697.13 - $769.67 $18.8K - $20.8K
1.14K $862K
CAG
Conagra Brands Inc.

Consumer Defensive
6.02K
+ 50.34%
$18.04 - $21.14 $109K - $127K
18K $329K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
2.77K
+ 50.83%
$21.49 - $24.47 $59.6K - $67.9K
8.23K $201K
ADI
Analog Devices Inc

Technology
245
+ 7.79%
$220.68 - $255.63 $54.1K - $62.6K
3.39K $833K
HALO
Halozyme Therapeutics, Inc.

Healthcare
364
+ 13.56%
$52.92 - $78.28 $19.3K - $28.5K
3.05K $223K
SOXX
Ishares Semiconductor ETF

ETFs
251
+ 51.22%
$236.93 - $271.12 $59.5K - $68.1K
741 $200K
IONQ
Ion Q, Inc.

Technology
1.09K
+ 131.65%
$36.79 - $75.14 $40.2K - $82.2K
1.93K $118K
WEC
Wec Energy Group, Inc.

Utilities
516
+ 22.44%
$103.66 - $114.59 $53.5K - $59.1K
2.82K $322K
VMC
Vulcan Materials CO

Basic Materials
59
+ 4.3%
$260.62 - $307.62 $15.4K - $18.1K
1.43K $439K
HCA
Hca Healthcare, Inc.

Healthcare
115
+ 15.31%
$334.32 - $426.2 $38.4K - $49K
866 $369K
DD
Du Pont De Nemours, Inc.

Basic Materials
628
+ 18.59%
$69.9 - $78.26 $43.9K - $49.1K
4.01K $312K
PRI
Primerica, Inc.

Financial Services
288
+ 92.9%
$255.46 - $285.58 $73.6K - $82.2K
598 $165K
AN
Autonation, Inc.

Consumer Cyclical
201
+ 11.19%
$189.27 - $227.18 $38K - $45.7K
2K $437K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.07K
+ 49.95%
$47.38 - $57.71 $50.8K - $61.9K
3.22K $173K
MAN
Manpower Group Inc.

Industrials
2.23K
+ 125.61%
$37.33 - $45.7 $83.1K - $102K
4K $151K
CPB
Campbell Soup CO

Consumer Defensive
2.49K
+ 214.85%
$30.41 - $34.03 $75.7K - $84.7K
3.65K $115K
HPE
Hewlett Packard Enterprise CO

Technology
653
+ 4.27%
$19.81 - $25.24 $12.9K - $16.5K
15.9K $391K
PSN
Parsons Corp

Industrials
670
+ 32.4%
$72.77 - $82.92 $48.8K - $55.6K
2.74K $227K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
196
+ 3.12%
$133.48 - $144.38 $26.2K - $28.3K
6.49K $924K
MWA
Mueller Water Products, Inc.

Industrials
2.88K
+ 89.86%
$23.94 - $27.39 $68.9K - $78.9K
6.08K $155K
AME
Ametek Inc

Industrials
321
+ 12.72%
$176.44 - $192.03 $56.6K - $61.6K
2.84K $534K
HPQ
Hp Inc

Technology
2.04K
+ 25.25%
$24.45 - $29.35 $50K - $60K
10.1K $275K
NEU
Newmarket Corp

Basic Materials
68
+ 45.03%
$680.5 - $848.94 $46.3K - $57.7K
219 $181K
EBAY
Ebay Inc

Consumer Cyclical
36
+ 0.81%
$75.33 - $100.77 $2.71K - $3.63K
4.5K $408K
HUM
Humana Inc

Healthcare
213
+ 15.78%
$220.41 - $312.0 $46.9K - $66.5K
1.56K $406K
GNRC
Generac Holdings Inc.

Industrials
237
+ 16.64%
$146.61 - $202.85 $34.7K - $48.1K
1.66K $278K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
6K
+ 120.0%
$12.09 - $12.69 $72.5K - $76.1K
11K $137K
KD
Kyndryl Holdings, Inc.

Technology
3.02K
+ 227.73%
$28.94 - $43.41 $87.5K - $131K
4.35K $130K
MHK
Mohawk Industries Inc

Consumer Cyclical
377
+ 34.68%
$107.23 - $139.75 $40.4K - $52.7K
1.46K $188K
COLB
Columbia Banking System, Inc.

Financial Services
1.23K
+ 6.69%
$23.26 - $27.31 $28.5K - $33.5K
19.6K $503K
TRV
Travelers Companies, Inc.

Financial Services
182
+ 8.87%
$250.62 - $279.43 $45.6K - $50.9K
2.23K $623K
VMI
Valmont Industries Inc

Industrials
148
+ 54.41%
$328.58 - $387.73 $48.6K - $57.4K
420 $162K
ROK
Rockwell Automation, Inc

Industrials
172
+ 21.53%
$328.67 - $358.52 $56.5K - $61.7K
971 $339K
W
Wayfair Inc.

Consumer Cyclical
475
+ 58.0%
$51.99 - $90.17 $24.7K - $42.8K
1.29K $115K
LFUS
Littelfuse Inc

Technology
219
+ 41.56%
$228.23 - $271.17 $50K - $59.4K
746 $193K
NYT
New York Times CO

Communication Services
1.17K
+ 21.24%
$51.43 - $61.95 $59.9K - $72.2K
6.65K $381K
CSX
Csx Corp

Industrials
1.2K
+ 11.5%
$32.05 - $36.52 $38.6K - $44K
11.7K $414K
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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