Ever Source Wealth Advisors, LLC Purchases in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PECO
Phillips Edison & Company, Inc.

Real Estate
110
+ 6.75%
$34.43 - $37.49 $3.79K - $4.12K
1.74K $63K
ERAS
Erasca, Inc.

Healthcare
1.51K
+ 25150.0%
$1.28 - $2.75 $1.93K - $4.15K
1.52K $2K
QCRH
Qcr Holdings Inc

Financial Services
26
+ 260.0%
$71.32 - $81.55 $1.85K - $2.12K
36 $2K
CTKB
Cytek Biosciences, Inc.

Healthcare
449
+ 528.24%
$4.0 - $7.26 $1.8K - $3.26K
534 $2K
LCID
Lucid Group, Inc.

Consumer Cyclical
915
+ 190.23%
$2.03 - $3.48 $1.86K - $3.18K
1.4K $3K
NUVL
Nuvalent, Inc.

Healthcare
25
+ 104.17%
$67.38 - $88.96 $1.68K - $2.22K
49 $3K
ADGI
Adagio Therapeutics, Inc.

Healthcare
551
+ 776.06%
N/A
622 $2K
TRMK
Trustmark Corp

Financial Services
78
+ 52.7%
$32.92 - $38.83 $2.57K - $3.03K
226 $7K
YELP
Yelp Inc

Communication Services
76
+ 54.29%
$33.6 - $41.25 $2.55K - $3.14K
216 $7K
AMPL
Amplitude, Inc.

Technology
188
+ 206.59%
$10.19 - $14.44 $1.92K - $2.71K
279 $2K
BSAC
Banco Santander Chile

Financial Services
55
+ 31.43%
$18.24 - $23.57 $1K - $1.3K
230 $5K
BANC
Banc Of California, Inc.

Financial Services
182
+ 29.12%
$12.94 - $16.52 $2.36K - $3.01K
807 $11K
CNS
Cohen & Steers, Inc.

Financial Services
37
+ 64.91%
$75.52 - $92.6 $2.79K - $3.43K
94 $7K
IOT
Samsara Inc.

Technology
61
+ 122.0%
$34.06 - $60.96 $2.08K - $3.72K
111 $4K
GIC
Global Industrial CO

Industrials
112
New
$22.1 - $25.66 $2.48K - $2.87K
112 $2K
EMBC
Embecta Corp.

Healthcare
303
+ 199.34%
$12.28 - $20.93 $3.72K - $6.34K
455 $5K
CPK
Chesapeake Utilities Corp

Utilities
10
+ 9.62%
$116.55 - $130.37 $1.17K - $1.3K
114 $14K
CHCO
City Holding CO

Financial Services
24
+ 46.15%
$114.48 - $120.39 $2.75K - $2.89K
76 $8K
MDIV
First Trust Multi Asset Divers

ETFs
165
New
$16.02 - $16.68 $2.64K - $2.75K
165 $2K
NBHC
National Bank Holdings Corp

Financial Services
54
+ 180.0%
$38.11 - $44.09 $2.06K - $2.38K
84 $3K
MRCY
Mercury Systems Inc

Industrials
35
+ 5.3%
$39.67 - $49.88 $1.39K - $1.75K
695 $29K
BCPC
Balchem Corp

Basic Materials
11
+ 23.91%
$154.22 - $176.16 $1.7K - $1.94K
57 $9K
AMBA
Ambarella Inc

Technology
50
+ 125.0%
$48.94 - $82.94 $2.45K - $4.15K
90 $4K
SSTK
Shutterstock, Inc.

Communication Services
112
+ 466.67%
$17.79 - $34.5 $1.99K - $3.86K
136 $2K
PRME
Prime Medicine, Inc.
1.01K
+ 16766.67%
$1.72 - $3.35 $1.73K - $3.37K
1.01K $2K
HCI
Hci Group, Inc.

Financial Services
11
+ 50.0%
$110.25 - $150.47 $1.21K - $1.66K
33 $4K
RH
Rh

Consumer Cyclical
11
+ 275.0%
$216.63 - $454.52 $2.38K - $5K
15 $3K
UIS
Unisys Corp

Technology
581
+ 2766.67%
$3.9 - $7.15 $2.27K - $4.15K
602 $2K
CWCO
Consolidated Water Co. Ltd.

Utilities
64
+ 304.76%
$23.77 - $29.18 $1.52K - $1.87K
85 $2K
CWT
California Water Service Group

Utilities
3
+ 0.91%
$41.88 - $48.46 $126 - $145
332 $16K
PRTA
Prothena Corp Public LTD CO

Healthcare
200
+ 192.31%
$12.38 - $16.04 $2.48K - $3.21K
304 $3K
FL
Foot Locker, Inc.

Consumer Cyclical
283
+ 102.91%
$14.1 - $21.67 $3.99K - $6.13K
558 $7K
FMBH
First Mid Bancshares, Inc.

Financial Services
67
+ 35.83%
$34.59 - $39.27 $2.32K - $2.63K
254 $8K
INT
World Fuel Services Corp

Energy
79
+ 282.14%
N/A
107 $2K
EGY
Vaalco Energy Inc

Energy
650
+ 42.57%
$3.71 - $4.74 $2.41K - $3.08K
2.18K $8K
RAMP
Live Ramp Holdings, Inc.

Technology
106
+ 33.44%
$25.18 - $35.61 $2.67K - $3.77K
423 $11K
GGG
Graco Inc

Industrials
35
+ 4.07%
$80.53 - $87.54 $2.82K - $3.06K
895 $74K
MATW
Matthews International Corp

Industrials
127
+ 158.75%
$22.24 - $31.33 $2.82K - $3.98K
207 $4K
GRFS
Grifols Sa

Healthcare
503
+ 16.16%
$6.62 - $8.71 $3.33K - $4.38K
3.62K $25K
APPS
Digital Turbine, Inc.

Technology
583
+ 75.52%
$1.7 - $6.52 $991 - $3.8K
1.36K $3K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
45
+ 450.0%
N/A
55 $2K
OII
Oceaneering International Inc

Energy
115
+ 53.24%
$19.14 - $27.93 $2.2K - $3.21K
331 $7K
TGI
Triumph Group Inc

Industrials
45
+ 33.83%
$18.35 - $25.5 $826 - $1.15K
178 $4K
URA
Global X Uranium ETF

ETFs
100
+ 100.0%
$22.92 - $30.98 $2.29K - $3.1K
200 $4K
CSTM
Constellium Se

Basic Materials
237
+ 154.9%
$9.07 - $12.27 $2.15K - $2.91K
390 $3K
GNL
Global Net Lease, Inc.

Real Estate
238
+ 31.73%
$6.91 - $8.26 $1.64K - $1.97K
988 $7K
AUDC
Audiocodes LTD

Technology
253
+ 70.87%
$9.42 - $12.52 $2.38K - $3.17K
610 $5K
IRT
Independence Realty Trust, Inc.

Real Estate
42
+ 4.37%
$18.23 - $21.8 $766 - $916
1K $21K
CNOB
Connect One Bancorp, Inc.

Financial Services
99
New
$21.51 - $27.55 $2.13K - $2.73K
99 $2K
Activity Summary
Buys All Purchases 2695 New Holdings 489 Increased Positions 2206 Sells All Sells 1001 Reductions 996 Sold out 5 Options Calls 1 Puts 1
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