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
PATK
Patrick Industries Inc

Consumer Cyclical
572
+ 49.44%
$95.3 - $116.04 $54.5K - $66.4K
1.73K $178K
DUOL
Duolingo, Inc.

Technology
362
+ 71.12%
$271.18 - $403.06 $98.2K - $146K
871 $280K
JPIE
J P Morgan Exchange Traded Fd
1.55K
+ 94.52%
$46.01 - $46.55 $71.4K - $72.2K
3.19K $148K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.76K
+ 19.66%
$29.11 - $34.85 $51.3K - $61.4K
10.7K $330K
SHEL
Shell PLC

Energy
887
+ 13.61%
$69.82 - $73.93 $61.9K - $65.6K
7.4K $529K
CROX
Crocs, Inc.

Consumer Cyclical
1.04K
+ 120.19%
$74.39 - $108.79 $77.1K - $113K
1.9K $158K
ED
Consolidated Edison Inc

Utilities
703
+ 26.18%
$95.57 - $105.36 $67.2K - $74.1K
3.39K $340K
IDXX
Idexx Laboratories Inc

Healthcare
15
+ 2.48%
$514.61 - $682.78 $7.72K - $10.2K
621 $396K
AYI
Acuity Brands Inc

Industrials
86
+ 9.95%
$287.07 - $344.52 $24.7K - $29.6K
950 $327K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
310
+ 0.84%
$31.79 - $33.42 $9.85K - $10.4K
37.2K $1.24M
PDD
Pinduoduo Inc.

Consumer Cyclical
170
+ 10.23%
$102.41 - $134.86 $17.4K - $22.9K
1.83K $242K
TREX
Trex CO Inc

Industrials
1.32K
+ 662.31%
$50.48 - $68.49 $66.5K - $90.3K
1.52K $78K
UPWK
Upwork, Inc

Industrials
2.73K
+ 77.9%
$11.75 - $20.07 $32.1K - $54.8K
6.23K $115K
CPRT
Copart Inc

Consumer Cyclical
2.1K
+ 32.43%
$44.6 - $49.97 $93.7K - $105K
8.58K $386K
LECO
Lincoln Electric Holdings Inc

Industrials
138
+ 11.64%
$210.22 - $247.76 $29K - $34.2K
1.32K $312K
TXT
Textron Inc

Industrials
613
+ 16.96%
$77.02 - $87.21 $47.2K - $53.5K
4.23K $357K
AZZ
Azz Inc

Industrials
495
+ 53.0%
$96.74 - $119.54 $47.9K - $59.2K
1.43K $155K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
2.05K
+ 29.54%
$25.43 - $27.31 $52.1K - $55.9K
8.98K $245K
AEM
Agnico Eagle Mines LTD

Basic Materials
122
+ 13.13%
$116.14 - $168.56 $14.2K - $20.6K
1.05K $177K
CFG
Citizens Financial Group Inc

Financial Services
219
+ 3.34%
$46.1 - $53.65 $10.1K - $11.7K
6.78K $360K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.44K
+ 69.75%
$27.79 - $32.38 $67.9K - $79.1K
5.94K $170K
WTS
Watts Water Technologies Inc

Industrials
196
+ 57.82%
$247.02 - $285.86 $48.4K - $56K
535 $149K
BMO
Bank Of Montreal

Financial Services
10
+ 0.3%
$110.44 - $130.66 $1.1K - $1.31K
3.31K $431K
IT
Gartner Inc

Technology
658
+ 86.81%
$225.98 - $406.7 $149K - $268K
1.42K $372K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
173
+ 3.68%
$71.86 - $87.45 $12.4K - $15.1K
4.88K $406K
RRC
Range Resources Corp

Energy
1.97K
+ 67.16%
$32.79 - $39.33 $64.6K - $77.4K
4.9K $184K
DOV
Dover Corp

Industrials
545
+ 35.39%
$165.59 - $190.9 $90.2K - $104K
2.09K $347K
BMY
Bristol Myers Squibb CO

Healthcare
1.63K
+ 21.96%
$43.31 - $48.98 $70.7K - $79.9K
9.06K $408K
ORI
Old Republic International Corp

Financial Services
411
+ 3.57%
$35.74 - $42.47 $14.7K - $17.5K
11.9K $507K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
644
+ 49.09%
$87.05 - $93.19 $56.1K - $60K
1.96K $181K
FAST
Fastenal CO

Industrials
322
+ 4.68%
$42.47 - $50.39 $13.7K - $16.2K
7.2K $352K
BIIB
Biogen Inc.

Healthcare
243
+ 12.13%
$122.68 - $148.84 $29.8K - $36.2K
2.25K $314K
DKNG
Draft Kings Inc.

Consumer Cyclical
3.26K
+ 30.27%
$37.4 - $48.23 $122K - $157K
14K $524K
XLG
Invesco Exchange Traded Fd Tr

ETFs
814
+ 26.32%
$51.78 - $57.89 $42.1K - $47.1K
3.91K $224K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
506
+ 887.72%
$110.74 - $122.12 $56K - $61.8K
563 $68K
ILMN
Illumina, Inc.

Healthcare
671
+ 18.66%
$91.69 - $109.88 $61.5K - $73.7K
4.27K $405K
PWR
Quanta Services, Inc.

Industrials
100
+ 17.7%
$372.29 - $421.68 $37.2K - $42.2K
665 $275K
JPIB
Jpmorgan International Bond Op

ETFs
1.24K
+ 54.38%
$48.32 - $49.13 $60K - $61K
3.53K $172K
MMS
Maximus, Inc.

Industrials
259
+ 14.61%
$69.89 - $91.37 $18.1K - $23.7K
2.03K $185K
VHT
Vanguard Health Care ETF

ETFs
185
+ 16.89%
$239.12 - $259.95 $44.2K - $48.1K
1.28K $332K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
559
+ 22.01%
$98.52 - $103.93 $55.1K - $58.1K
3.1K $319K
ALT
Altimmune, Inc.

Healthcare
15.9K
+ 13260.83%
$3.38 - $4.76 $53.8K - $75.7K
16K $60K
SE
Sea LTD

Consumer Cyclical
160
+ 9.55%
$146.23 - $196.5 $23.4K - $31.4K
1.84K $327K
CGNX
Cognex Corp

Technology
645
+ 27.98%
$31.85 - $46.54 $20.5K - $30K
2.95K $133K
ARLO
Arlo Technologies, Inc.

Industrials
3.57K
+ 63.62%
$15.72 - $18.54 $56.2K - $66.2K
9.19K $155K
WCC
Wesco International Inc

Industrials
188
+ 24.97%
$189.22 - $227.19 $35.6K - $42.7K
941 $199K
AWR
American States Water CO

Utilities
859
+ 119.14%
$71.48 - $77.99 $61.4K - $67K
1.58K $115K
SON
Sonoco Products CO

Consumer Cyclical
1.39K
+ 87.46%
$42.77 - $48.68 $59.4K - $67.6K
2.98K $128K
SOFI
So Fi Technologies, Inc.

Financial Services
1.15K
+ 33.44%
$17.64 - $29.81 $20.3K - $34.3K
4.59K $121K
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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