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
INGR
Ingredion Inc

Consumer Defensive
621
+ 48.97%
$121.01 - $138.21 $75.1K - $85.8K
1.89K $230K
DHR
Danaher Corp

Healthcare
279
+ 7.02%
$181.46 - $212.2 $50.6K - $59.2K
4.25K $843K
IGF
Ishares Global Infrastructure

ETFs
957
+ 1211.39%
$58.29 - $61.43 $55.8K - $58.8K
1.04K $63K
EQIX
Equinix Inc

Real Estate
83
+ 18.16%
$756.7 - $811.13 $62.8K - $67.3K
540 $422K
A
Agilent Technologies, Inc.

Healthcare
189
+ 5.56%
$112.04 - $128.75 $21.2K - $24.3K
3.59K $460K
UNP
Union Pacific Corp

Industrials
92
+ 1.62%
$214.91 - $237.16 $19.8K - $21.8K
5.76K $1.36M
IP
International Paper CO

Consumer Cyclical
1.33K
+ 16.08%
$45.32 - $55.68 $60.2K - $74K
9.59K $445K
MPW
Medical Properties Trust Inc

Real Estate
9.04K
+ 60.74%
$3.98 - $5.13 $36K - $46.4K
23.9K $121K
QLYS
Qualys, Inc.

Technology
484
+ 74.92%
$127.89 - $150.07 $61.9K - $72.6K
1.13K $149K
MKL
Markel Corp

Financial Services
33
+ 41.77%
$1898.34 - $2031.8 $62.6K - $67K
112 $214K
CVNA
Carvana Co.

Consumer Cyclical
64
+ 8.0%
$326.09 - $392.66 $20.9K - $25.1K
864 $325K
XLF
Financial Sector Spdr

ETFs
163
+ 0.51%
$51.37 - $54.25 $8.37K - $8.84K
32.1K $1.73M
GFS
Globalfoundries Inc.

Technology
1.58K
+ 579.78%
$31.62 - $41.66 $49.9K - $65.7K
1.85K $66K
KEYS
Keysight Technologies, Inc.

Technology
133
+ 4.4%
$158.51 - $178.15 $21.1K - $23.7K
3.16K $551K
LYG
Lloyds Banking Group PLC

Financial Services
7.73K
+ 10.76%
$4.03 - $4.63 $31.1K - $35.8K
79.5K $361K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.17K
+ 140.6%
$43.53 - $46.27 $50.8K - $54K
2K $91K
BGR
Black Rock Energy & Resources Trust

Financial Services
4K
+ 392.16%
$13.14 - $13.64 $52.6K - $54.6K
5.02K $68K
GPI
Group 1 Automotive Inc

Consumer Cyclical
125
+ 19.97%
$406.1 - $488.25 $50.8K - $61K
751 $328K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
381
+ 5.52%
$28.71 - $37.46 $10.9K - $14.3K
7.28K $257K
ING
Ing Groep Nv

Financial Services
286
+ 2.56%
$22.0 - $26.08 $6.29K - $7.46K
11.5K $299K
CL
Colgate Palmolive CO

Consumer Defensive
1.52K
+ 25.0%
$79.36 - $93.33 $121K - $142K
7.6K $607K
CACI
Caci International Inc

Technology
126
+ 86.3%
N/A
272 $116K
WBD
Warner Bros. Discovery, Inc.

Communication Services
544
+ 10.04%
$10.78 - $19.82 $5.86K - $10.8K
5.96K $116K
RL
Ralph Lauren Corp

Consumer Cyclical
69
+ 8.49%
$272.1 - $320.75 $18.8K - $22.1K
882 $276K
NWSA
News Corp

Communication Services
1.29K
+ 8.35%
$28.38 - $31.03 $36.6K - $40K
16.7K $513K
AON
Aon PLC

Financial Services
149
+ 14.77%
$350.91 - $375.27 $52.3K - $55.9K
1.16K $412K
RGTI
Rigetti Computing, Inc.

Technology
665
+ 36.5%
$11.33 - $32.1 $7.53K - $21.3K
2.49K $74K
MFG
Mizuho Financial Group Inc

Financial Services
2.65K
+ 8.68%
$5.42 - $6.85 $14.4K - $18.2K
33.2K $222K
NNN
National Retail Properties, Inc.

Real Estate
1.34K
+ 24.22%
$40.68 - $44.1 $54.6K - $59.2K
6.88K $292K
AOA
Ishares Tr Core Aggressive All

ETFs
73
+ 0.75%
$82.71 - $88.14 $6.04K - $6.43K
9.76K $860K
VZ
Verizon Communications Inc

Communication Services
821
+ 3.37%
$40.84 - $45.06 $33.5K - $37K
25.2K $1.11M
WF
Woori Financial Group Inc.

Financial Services
104
+ 1.47%
$49.62 - $57.76 $5.16K - $6.01K
7.16K $402K
MTDR
Matador Resources CO

Energy
1.35K
+ 41.4%
$44.93 - $52.55 $60.7K - $70.9K
4.61K $207K
IAUM
I Shares Gold Trust Micro

ETFs
1.27K
+ 204.85%
$32.6 - $38.5 $41.3K - $48.8K
1.89K $72K
PFE
Pfizer Inc

Healthcare
1.01K
+ 4.77%
$23.29 - $25.88 $23.6K - $26.2K
22.2K $566K
HBAN
Huntington Bancshares Inc

Financial Services
2.24K
+ 9.6%
$15.87 - $17.88 $35.5K - $40.1K
25.6K $441K
GHC
Graham Holdings CO

Consumer Defensive
9
+ 5.23%
$882.65 - $1184.8 $7.94K - $10.7K
181 $213K
COLL
Collegium Pharmaceutical, Inc

Healthcare
1.08K
+ 43.44%
$29.75 - $39.59 $32.1K - $42.7K
3.56K $124K
SJM
J M Smucker CO

Consumer Defensive
355
+ 33.15%
$102.24 - $113.2 $36.3K - $40.2K
1.43K $154K
TECK
Teck Resources LTD

Basic Materials
1K
+ 82.77%
$31.27 - $44.1 $31.4K - $44.3K
2.22K $97K
EVRG
Evergy, Inc.

Utilities
474
+ 25.42%
$67.73 - $76.02 $32.1K - $36K
2.34K $177K
KGC
Kinross Gold Corp

Basic Materials
986
+ 38.55%
$15.19 - $24.85 $15K - $24.5K
3.54K $88K
STNG
Scorpio Tankers Inc.

Energy
28
+ 1.0%
$39.9 - $60.85 $1.12K - $1.7K
2.84K $158K
UI
Ubiquiti Inc.

Technology
34
+ 31.48%
$388.83 - $660.58 $13.2K - $22.5K
142 $93K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
83
+ 17.4%
$275.84 - $326.36 $22.9K - $27.1K
560 $182K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
970
+ 386.45%
$49.78 - $50.75 $48.3K - $49.2K
1.22K $61K
CMA
Comerica Inc

Financial Services
33
+ 0.64%
$60.93 - $71.05 $2.01K - $2.34K
5.15K $353K
CHK
Chesapeake Energy Corp

Energy
557
+ 28.98%
N/A
2.48K $212K
KB
Kb Financial Group Inc.

Financial Services
556
+ 8.31%
$77.68 - $90.36 $43.2K - $50.2K
7.25K $600K
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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