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
MORN
Morningstar, Inc.

Financial Services
-126
- 22.46%
$231.72 - $311.89 $29.2K - $39.3K
435 $100K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-527
- 25.2%
$123.13 - $140.8 $64.9K - $74.2K
1.56K $200K
CAH
Cardinal Health Inc

Healthcare
-310
- 13.2%
$146.04 - $167.63 $45.3K - $52K
2.04K $319K
HRL
Hormel Foods Corp

Consumer Defensive
-1.92K
- 40.58%
$24.31 - $31.54 $46.7K - $60.6K
2.81K $69K
INVH
Invitation Homes Inc.

Real Estate
-1.8K
- 29.17%
$28.9 - $32.78 $52K - $59K
4.37K $128K
RLI
Rli Corp

Financial Services
-963
- 61.77%
$64.17 - $71.7 $61.8K - $69K
596 $38K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-911
- 7.32%
$136.48 - $142.97 $124K - $130K
11.5K $1.61M
ERX
Direxion Daily Energy Bull 2 X

ETFs
-1.45K
- 87.88%
$50.26 - $59.81 $72.9K - $86.7K
200 $11K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.54K
- 29.74%
$53.81 - $57.52 $82.9K - $88.6K
3.64K $209K
QDEL
Quidel Ortho Corp

Healthcare
-2.47K
- 76.35%
$22.81 - $31.57 $56.2K - $77.9K
764 $22K
AMP
Ameriprise Financial Inc

Financial Services
-24
- 1.75%
$486.13 - $544.55 $11.7K - $13.1K
1.35K $660K
EQT
Eqt Corp

Energy
-804
- 11.98%
$49.19 - $59.19 $39.5K - $47.6K
5.91K $321K
WM
Waste Management Inc

Industrials
-164
- 4.17%
$213.88 - $237.1 $35.1K - $38.9K
3.77K $832K
GPN
Global Payments Inc

Industrials
-880
- 40.63%
$77.61 - $90.01 $68.3K - $79.2K
1.29K $106K
MAT
Mattel Inc

Consumer Cyclical
-2.46K
- 27.99%
$16.66 - $20.55 $40.9K - $50.5K
6.32K $106K
GGAL
Grupo Financiero Galicia Sa

Financial Services
-399
- 16.49%
$26.45 - $53.13 $10.6K - $21.2K
2.02K $55K
LNTH
Lantheus Holdings, Inc.

Healthcare
-589
- 55.31%
$50.11 - $83.83 $29.5K - $49.4K
476 $24K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.92K
- 9.45%
$62.54 - $68.42 $182K - $199K
27.9K $1.89M
MAA
Mid America Apartment Communities Inc.

Real Estate
-389
- 41.96%
$138.38 - $153.2 $53.8K - $59.6K
538 $75K
LMT
Lockheed Martin Corp

Industrials
-312
- 11.94%
$410.74 - $499.21 $128K - $156K
2.3K $1.15M
EQR
Equity Residential

Real Estate
-776
- 19.26%
$62.3 - $68.34 $48.3K - $53K
3.25K $210K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-160
- 5.61%
$259.44 - $278.65 $41.5K - $44.6K
2.69K $698K
TTE
Total Energies Se

Energy
-879
- 10.11%
N/A
7.81K $536K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-547
- 23.99%
$95.32 - $123.91 $52.1K - $67.8K
1.73K $175K
DOW
Dow Inc.

Basic Materials
-1.58K
- 24.8%
$20.87 - $30.37 $33K - $48K
4.79K $109K
ORCC
Owl Rock Capital Corp

Financial Services
-4.46K
- 51.08%
N/A
4.27K $57K
TTD
Trade Desk, Inc.

Technology
-522
- 39.22%
$43.93 - $89.76 $22.9K - $46.9K
809 $39K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-14
- 1.48%
$366.54 - $479.53 $5.13K - $6.71K
932 $365K
CDW
Cdw Corp

Technology
-106
- 5.15%
$156.97 - $182.84 $16.6K - $19.4K
1.95K $311K
IBB
Ishares Biotechnology ETF

ETFs
-735
- 26.42%
$127.63 - $144.37 $93.8K - $106K
2.05K $295K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-2.32K
- 75.41%
$17.45 - $22.74 $40.5K - $52.7K
756 $13K
ADSK
Autodesk, Inc.

Technology
-214
- 13.87%
N/A
1.33K $326K
DLB
Dolby Laboratories, Inc.

Industrials
-667
- 25.67%
$70.09 - $76.79 $46.8K - $51.2K
1.93K $139K
CHT
Chunghwa Telecom CO LTD

Communication Services
-564
- 6.17%
$43.4 - $46.95 $24.5K - $26.5K
8.58K $374K
GIB
Cgi Inc

Technology
-319
- 21.97%
$88.14 - $106.19 $28.1K - $33.9K
1.13K $100K
VDC
Vanguard Consumer Staples ETF

ETFs
-203
- 15.0%
$212.64 - $225.25 $43.2K - $45.7K
1.15K $245K
CRK
Comstock Resources Inc

Energy
-1.45K
- 51.43%
$15.03 - $25.26 $21.8K - $36.7K
1.37K $27K
AWK
American Water Works Company, Inc.

Utilities
-365
- 21.69%
$135.05 - $147.0 $49.3K - $53.7K
1.32K $183K
ADP
Automatic Data Processing Inc

Industrials
-14
- 0.48%
$288.69 - $310.94 $4.04K - $4.35K
2.91K $854K
OKE
Oneok Inc

Energy
-212
- 5.66%
$71.36 - $83.47 $15.1K - $17.7K
3.53K $257K
NSIT
Insight Enterprises Inc

Technology
-248
- 32.0%
$111.76 - $146.66 $27.7K - $36.4K
527 $59K
EXPO
Exponent Inc

Industrials
-509
- 22.41%
$68.33 - $77.6 $34.8K - $39.5K
1.76K $122K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-423
- 25.27%
$94.03 - $117.16 $39.8K - $49.6K
1.25K $118K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.68K
- 49.04%
$29.65 - $31.77 $49.7K - $53.3K
1.74K $55K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.96K
- 27.46%
$23.54 - $23.97 $46.2K - $47.1K
5.19K $124K
BMA
Macro Bank Inc.

Financial Services
-334
- 29.61%
$39.27 - $75.71 $13.1K - $25.3K
794 $33K
CTSH
Cognizant Technology Solutions Corp

Technology
-88
- 2.5%
$66.67 - $80.98 $5.87K - $7.13K
3.43K $230K
HLNE
Hamilton Lane Inc

Financial Services
-269
- 27.06%
$134.79 - $160.88 $36.3K - $43.3K
725 $97K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-1.88K
- 13.11%
$23.8 - $24.29 $44.8K - $45.7K
12.5K $301K
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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