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
AVA
Avista Corp

Utilities
-1.12K
- 35.96%
$35.55 - $38.37 $39.9K - $43K
2K $75K
CNXC
Concentrix Corp

Technology
-287
- 6.47%
$45.94 - $62.0 $13.2K - $17.8K
4.15K $191K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-391
- 38.41%
$84.43 - $97.93 $33K - $38.3K
627 $53K
EFX
Equifax Inc

Industrials
-148
- 8.55%
$234.03 - $265.73 $34.6K - $39.3K
1.58K $405K
CHDN
Churchill Downs Inc

Consumer Cyclical
-357
- 17.09%
$95.3 - $113.75 $34K - $40.6K
1.73K $168K
SYK
Stryker Corp

Healthcare
-1
- 0.06%
$368.57 - $403.53 $369 - $404
1.6K $591K
DXCM
Dexcom Inc

Healthcare
-268
- 23.59%
$66.46 - $89.53 $17.8K - $24K
868 $58K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-252
- 17.33%
$61.95 - $80.32 $15.6K - $20.2K
1.2K $75K
RS
Reliance Steel & Aluminum CO

Basic Materials
-49
- 6.3%
$277.33 - $343.66 $13.6K - $16.8K
729 $204K
SNY
Sanofi

Healthcare
-771
- 23.36%
$45.07 - $51.35 $34.7K - $39.6K
2.53K $119K
SLB
Schlumberger Limited

Energy
-1.31K
- 15.12%
$32.37 - $37.31 $42.3K - $48.8K
7.34K $252K
SLM
Slm Corp

Financial Services
-728
- 18.22%
$27.68 - $34.4 $20.2K - $25K
3.27K $90K
LBRDK
Liberty Broadband Corp

Communication Services
-225
- 30.7%
$58.3 - $100.8 $13.1K - $22.7K
508 $32K
PSO
Pearson PLC

Communication Services
-1.98K
- 15.03%
$13.86 - $15.1 $27.5K - $30K
11.2K $158K
QCOM
Qualcomm Inc

Technology
-633
- 6.83%
$145.84 - $173.55 $92.3K - $110K
8.64K $1.44M
STLD
Steel Dynamics Inc

Basic Materials
-386
- 18.68%
N/A
1.68K $164K
MUR
Murphy Oil Corp

Energy
-2.11K
- 55.58%
$22.13 - $30.03 $46.8K - $63.5K
1.69K $47K
MUB
Ishares National Muni Bond ETF

ETFs
-510
- 6.37%
$103.24 - $106.68 $52.7K - $54.4K
7.5K $798K
RGA
Reinsurance Group Of America Inc

Financial Services
-164
- 16.7%
$177.1 - $199.23 $29K - $32.7K
818 $157K
ZBRA
Zebra Technologies Corp

Technology
-75
- 5.85%
$296.92 - $341.36 $22.3K - $25.6K
1.21K $358K
ELY
Callaway Golf CO

Consumer Cyclical
-1.94K
- 67.47%
N/A
935 $17K
VLGEA
Village Super Market Inc

Consumer Defensive
-968
- 92.1%
$33.6 - $39.74 $32.5K - $38.5K
83 $3K
KHC
Kraft Heinz CO

Consumer Defensive
-1.5K
- 22.87%
$25.63 - $28.94 $38.5K - $43.5K
5.07K $132K
CME
Cme Group Inc.

Financial Services
-92
- 4.31%
$258.83 - $287.1 $23.8K - $26.4K
2.04K $551K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-2.19K
- 32.56%
$12.77 - $14.42 $28K - $31.6K
4.53K $57K
STRA
Strategic Education, Inc.

Consumer Defensive
-440
- 37.87%
$73.87 - $86.09 $32.5K - $37.9K
722 $62K
TTWO
Take Two Interactive Software Inc

Communication Services
-179
- 24.66%
$217.37 - $259.96 $38.9K - $46.5K
547 $141K
WAT
Waters Corp

Healthcare
-54
- 13.99%
$277.72 - $357.04 $15K - $19.3K
332 $99K
UGI
Ugi Corp

Utilities
-158
- 1.66%
$32.64 - $37.14 $5.16K - $5.87K
9.39K $312K
WU
Western Union CO

Financial Services
-3.84K
- 36.16%
$7.88 - $8.84 $30.3K - $34K
6.78K $54K
CRI
Carters Inc

Consumer Cyclical
-1.12K
- 75.3%
$23.65 - $33.93 $26.5K - $38K
367 $10K
ZI
Zoom Info Technologies Inc.

Technology
-3.3K
- 22.4%
N/A
11.4K $115K
CCL
Carnival Corp

Consumer Cyclical
-2.16K
- 5.94%
$28.37 - $32.49 $61.2K - $70.1K
34.2K $988K
QFIN
360 Digi Tech, Inc.

Financial Services
-213
- 11.82%
$28.11 - $44.4 $5.99K - $9.46K
1.59K $45K
KR
Kroger CO

Consumer Defensive
-235
- 5.93%
$64.52 - $74.35 $15.2K - $17.5K
3.73K $251K
PKI
Perkinelmer Inc

Healthcare
-275
- 30.56%
N/A
625 $75K
S
Sentinel One, Inc.

Technology
-1.7K
- 39.9%
$15.81 - $19.78 $26.9K - $33.6K
2.56K $45K
T
At&T Inc.

Communication Services
-224
- 0.61%
$26.94 - $29.62 $6.03K - $6.63K
36.5K $1.03M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.35K
- 44.23%
$22.64 - $23.22 $30.7K - $31.4K
1.71K $39K
ITGR
Integer Holdings Corp

Healthcare
-202
- 37.83%
$100.19 - $121.77 $20.2K - $24.6K
332 $34K
PPG
Ppg Industries Inc

Basic Materials
-127
- 6.94%
$103.65 - $119.07 $13.2K - $15.1K
1.7K $178K
MRVL
Marvell Technology, Inc.

Technology
-823
- 13.95%
$62.31 - $84.07 $51.3K - $69.2K
5.08K $426K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-1.27K
- 9.61%
$40.43 - $42.78 $51.4K - $54.4K
12K $507K
WLFC
Willis Lease Finance Corp

Industrials
-208
- 55.17%
$133.6 - $169.32 $27.8K - $35.2K
169 $23K
IWY
Ishares Tr Russell 200 Growth

ETFs
-127
- 73.84%
$243.93 - $275.62 $31K - $35K
45 $12K
PEN
Penumbra Inc

Healthcare
-111
- 40.81%
$227.15 - $287.09 $25.2K - $31.9K
161 $40K
LZB
La Z Boy Inc

Consumer Cyclical
-730
- 81.02%
$33.69 - $40.03 $24.6K - $29.2K
171 $5K
ONL
Orion Office Reit Inc.

Real Estate
-14.1K
- 79.83%
$2.27 - $3.04 $32K - $42.9K
3.56K $9K
MCO
Moodys Corp

Financial Services
-6
- 0.62%
$472.69 - $521.32 $2.84K - $3.13K
959 $456K
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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