Ever Source Wealth Advisors, LLC Sells in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-314
- 14.33%
$4.68 - $8.3 $1.47K - $2.61K
1.88K $15K
UWMC
Uwm Holdings Corp

Financial Services
-1.05K
- 18.09%
$3.99 - $6.91 $4.17K - $7.23K
4.74K $28K
LGND
Ligand Pharmaceuticals Inc

Healthcare
-2
- 2.63%
$112.56 - $177.14 $225 - $354
74 $13K
COCO
Vita Coco Company, Inc.

Consumer Defensive
-84
- 6.14%
$32.3 - $42.82 $2.71K - $3.6K
1.29K $54K
CPA
Copa Holdings, S.A.

Industrials
-89
- 5.01%
$107.44 - $122.34 $9.56K - $10.9K
1.69K $200K
IESC
Ies Holdings, Inc.

Industrials
-2
- 3.23%
$289.3 - $397.65 $579 - $795
60 $23K
ACM
Aecom

Industrials
-1
- 0.34%
$111.08 - $132.99 $111 - $133
297 $38K
BRC
Brady Corp

Industrials
-20
- 2.92%
$67.86 - $82.75 $1.36K - $1.66K
664 $51K
ENTA
Enanta Pharmaceuticals Inc

Healthcare
-5
- 0.43%
$6.49 - $15.16 $32.5 - $75.8
1.15K $13K
SIG
Signet Jewelers LTD

Consumer Cyclical
-73
- 10.77%
$74.31 - $96.87 $5.42K - $7.07K
605 $58K
MTB
M&T Bank Corp

Financial Services
-4
- 0.29%
$183.74 - $204.05 $735 - $816
1.38K $273K
WMB
Williams Companies, Inc.

Energy
-67
- 0.37%
$56.52 - $64.01 $3.79K - $4.29K
17.9K $1.14M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-114
- 3.41%
$122.57 - $132.57 $14K - $15.1K
3.23K $418K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-269
- 24.39%
$96.73 - $137.09 $26K - $36.9K
834 $110K
LNC
Lincoln National Corp

Financial Services
-99
- 6.49%
$33.37 - $43.29 $3.3K - $4.29K
1.43K $57K
JBGS
Jbg Smith Properties

Real Estate
-483
- 14.76%
$16.91 - $24.23 $8.17K - $11.7K
2.79K $62K
SHLS
Shoals Technologies Group, Inc.

Technology
-320
- 12.6%
$4.46 - $7.7 $1.43K - $2.46K
2.22K $16K
SR
Spire Inc

Utilities
-93
- 5.47%
$72.83 - $81.52 $6.77K - $7.58K
1.61K $130K
PGEN
Precigen, Inc.

Healthcare
-158
- 4.91%
$1.43 - $4.76 $226 - $752
3.06K $10K
VOD
Vodafone Group Public LTD CO

Communication Services
-494
- 3.97%
$10.67 - $12.06 $5.27K - $5.96K
11.9K $138K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1
- 0.1%
$83.65 - $95.26 $83.7 - $95.3
996 $87K
PK
Park Hotels & Resorts Inc.

Real Estate
-368
- 2.74%
$10.17 - $12.13 $3.74K - $4.46K
13.1K $144K
NMRK
Newmark Group, Inc.

Real Estate
-56
- 4.56%
$12.2 - $19.58 $683 - $1.1K
1.17K $21K
CWK
Cushman & Wakefield PLC

Real Estate
-252
- 10.66%
$11.09 - $16.87 $2.79K - $4.25K
2.11K $33K
CMS
Cms Energy Corp

Utilities
-152
- 3.41%
$69.37 - $74.67 $10.5K - $11.3K
4.31K $315K
FOXA
Fox Corp

Communication Services
-44
- 3.22%
$53.87 - $63.06 $2.37K - $2.77K
1.32K $83K
ALLE
Allegion PLC

Industrials
-641
- 17.68%
$145.55 - $179.33 $93.3K - $115K
2.99K $529K
ONTO
Onto Innovation Inc.

Technology
-70
- 12.13%
$90.0 - $136.73 $6.3K - $9.57K
507 $65K
MYGN
Myriad Genetics Inc

Healthcare
-300
- 6.42%
$3.84 - $7.84 $1.15K - $2.35K
4.37K $31K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-15
- 5.64%
$101.96 - $132.43 $1.53K - $1.99K
251 $32K
ALL
Allstate Corp

Financial Services
-136
- 4.79%
$192.0 - $214.65 $26.1K - $29.2K
2.71K $580K
LUMN
Lumen Technologies, Inc.

Communication Services
-161
- 3.28%
$3.7 - $6.22 $596 - $1K
4.75K $29K
ACMR
Acm Research, Inc.

Technology
-229
- 17.71%
$23.92 - $39.13 $5.48K - $8.96K
1.06K $41K
RCI
Rogers Communications Inc

Communication Services
-53
- 2.68%
$30.32 - $35.98 $1.61K - $1.91K
1.93K $66K
NBTX
Nanobiotix S.A.

Healthcare
-3
- 0.58%
$4.73 - $20.22 $14.2 - $60.7
514 $10K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
-287
- 8.77%
$4.19 - $7.49 $1.2K - $2.15K
2.99K $22K
UNFI
United Natural Foods Inc

Consumer Defensive
-271
- 20.35%
$22.62 - $37.62 $6.13K - $10.2K
1.06K $39K
GATX
Gatx Corp

Industrials
-43
- 6.23%
$149.23 - $176.97 $6.42K - $7.61K
647 $113K
MKSI
Mks Instruments Inc

Technology
-101
- 12.05%
$89.62 - $129.92 $9.05K - $13.1K
737 $91K
LRGF
Ishares Tr

ETFs
-38
- 1.61%
$64.13 - $69.24 $2.44K - $2.63K
2.32K $160K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-497
- 4.82%
$32.53 - $35.69 $16.2K - $17.7K
9.82K $348K
AEE
Ameren Corp

Utilities
-37
- 2.38%
$95.0 - $104.38 $3.52K - $3.86K
1.52K $158K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
-81
- 5.27%
$9.34 - $16.35 $757 - $1.32K
1.46K $23K
STRL
Sterling Construction CO Inc

Industrials
-1
- 1.23%
$222.54 - $371.84 $223 - $372
80 $27K
XYL
Xylem Inc.

Industrials
-82
- 6.88%
$129.67 - $147.5 $10.6K - $12.1K
1.11K $163K
BCO
Brinks CO

Industrials
-50
- 9.56%
$85.19 - $117.52 $4.26K - $5.88K
473 $55K
VEU
Vanguard Ftse All World Ex Us

ETFs
-20
- 0.81%
$66.38 - $71.68 $1.33K - $1.43K
2.46K $175K
HNRG
Hallador Energy CO

Energy
-6
- 0.28%
$15.02 - $21.22 $90.1 - $127
2.12K $42K
KSS
Kohls Corp

Consumer Cyclical
-24
- 1.68%
$9.02 - $17.38 $216 - $417
1.4K $21K
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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