Ever Source Wealth Advisors, LLC Purchases in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORN
Orion Group Holdings Inc

Industrials
189
+ 4.62%
$5.03 - $9.2 $951 - $1.74K
4.28K $38K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
332
New
$33.46 - $53.52 $11.1K - $17.8K
332 $17K
CMCSA
Comcast Corp

Communication Services
1.15K
+ 5.83%
$32.84 - $36.72 $37.8K - $42.3K
20.9K $746K
EGBN
Eagle Bancorp Inc

Financial Services
863
+ 684.92%
$16.71 - $21.41 $14.4K - $18.5K
989 $19K
JMIA
Jumia Technologies Ag

Consumer Cyclical
3.72K
+ 401.62%
$1.73 - $4.02 $6.43K - $14.9K
4.64K $18K
KRG
Kite Realty Group Trust

Real Estate
740
+ 118.4%
$19.53 - $23.3 $14.5K - $17.2K
1.37K $30K
MTRN
Materion Corp

Basic Materials
225
+ 182.93%
$72.15 - $84.25 $16.2K - $19K
348 $27K
DEI
Douglas Emmett Inc

Real Estate
1.17K
+ 220.83%
$13.09 - $16.29 $15.3K - $19K
1.69K $25K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
263
+ 328.75%
$49.08 - $65.31 $12.9K - $17.2K
343 $21K
WLK
Westlake Corp

Basic Materials
243
+ 324.0%
$69.83 - $102.01 $17K - $24.8K
318 $24K
BLND
Blend Labs, Inc.

Technology
5.31K
+ 858.0%
$3.04 - $3.74 $16.1K - $19.9K
5.93K $19K
GXO
Gxo Logistics, Inc.

Industrials
339
+ 616.36%
$31.53 - $49.1 $10.7K - $16.6K
394 $19K
RNW
Re New Energy Global PLC

Utilities
2.47K
+ 2656.99%
$5.61 - $7.06 $13.9K - $17.4K
2.56K $17K
TCBX
Third Coast Bancshares, Inc.

Financial Services
538
New
$27.48 - $33.21 $14.8K - $17.9K
538 $17K
JPIE
J P Morgan Exchange Traded Fd
343
+ 26.4%
$45.12 - $46.32 $15.5K - $15.9K
1.64K $76K
CTO
Cto Realty Growth, Inc.

Real Estate
1K
+ 1354.05%
$16.86 - $19.44 $16.9K - $19.5K
1.08K $18K
PARR
Par Pacific Holdings, Inc.

Energy
570
+ 331.4%
$12.23 - $27.87 $6.97K - $15.9K
742 $19K
WRE
Washington Real Estate Investment Trust
922
+ 39.86%
N/A
3.24K $57K
FL
Foot Locker, Inc.

Consumer Cyclical
437
+ 78.32%
$11.12 - $24.5 $4.86K - $10.7K
995 $24K
CARE
Carter Bankshares, Inc.

Financial Services
995
+ 4975.0%
$13.86 - $17.55 $13.8K - $17.5K
1.02K $17K
CNOB
Connect One Bancorp, Inc.

Financial Services
740
+ 747.47%
$20.95 - $24.78 $15.5K - $18.3K
839 $19K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
217
+ 9.34%
$97.29 - $105.63 $21.1K - $22.9K
2.54K $258K
STC
Stewart Information Services Corp

Financial Services
269
+ 426.98%
$59.82 - $72.65 $16.1K - $19.5K
332 $21K
DX
Dynex Capital Inc

Real Estate
1.38K
+ 320.19%
$11.13 - $12.99 $15.4K - $17.9K
1.81K $22K
FPI
Farmland Partners Inc.

Real Estate
1.5K
+ 1091.97%
$9.8 - $11.79 $14.7K - $17.6K
1.63K $18K
TBK
Triumph Bancorp, Inc.

Financial Services
254
+ 430.51%
N/A
313 $20K
BLBD
Blue Bird Corp

Consumer Cyclical
361
+ 633.33%
$31.28 - $43.16 $11.3K - $15.6K
418 $18K
UFPT
Ufp Technologies Inc

Healthcare
66
+ 825.0%
$186.83 - $253.3 $12.3K - $16.7K
74 $18K
ACWI
Ishares Msci Acwi ETF

ETFs
130
+ 2600.0%
$103.59 - $128.6 $13.5K - $16.7K
135 $17K
PODD
Insulet Corp

Healthcare
5
+ 1.74%
$238.57 - $327.47 $1.19K - $1.64K
293 $92K
CUBE
Cube Smart

Real Estate
380
+ 520.55%
$35.88 - $43.68 $13.6K - $16.6K
453 $19K
CAC
Camden National Corp

Financial Services
389
+ 845.65%
$36.35 - $41.49 $14.1K - $16.1K
435 $17K
XPO
Xpo Logistics, Inc.

Industrials
88
+ 35.77%
$91.46 - $128.1 $8.05K - $11.3K
334 $42K
AMPY
Amplify Energy Corp.

Energy
5.21K
New
$2.3 - $3.86 $12K - $20.1K
5.21K $16K
SMPL
Simply Good Foods CO

Consumer Defensive
538
+ 125.41%
$31.59 - $38.0 $17K - $20.4K
967 $30K
CDAY
Ceridian Hcm Holding Inc.

Technology
240
+ 50.53%
N/A
715 $46K
ACCO
Acco Brands Corp

Industrials
4.47K
+ 5512.35%
$3.37 - $4.28 $15K - $19.1K
4.55K $16K
CWK
Cushman & Wakefield PLC

Real Estate
1.32K
+ 126.65%
$7.9 - $11.13 $10.4K - $14.7K
2.36K $26K
POWL
Powell Industries Inc

Industrials
75
+ 576.92%
$159.38 - $211.34 $12K - $15.9K
88 $18K
GGB
Gerdau S.A.

Basic Materials
5.22K
+ 95.34%
$2.3 - $3.19 $12K - $16.6K
10.7K $31K
USA
Liberty All Star Equity Fund

Financial Services
2K
+ 20.0%
$5.9 - $6.81 $11.8K - $13.6K
12K $81K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
504
+ 281.56%
$21.78 - $29.47 $11K - $14.9K
683 $20K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
788
+ 301.92%
$21.4 - $26.31 $16.9K - $20.7K
1.05K $22K
CTBI
Community Trust Bancorp Inc

Financial Services
309
+ 1343.48%
$45.64 - $53.22 $14.1K - $16.4K
332 $17K
PBRA
Petroleo Bras Ads (Ea Reptg 2
1.29K
New
N/A
1.29K $16K
EIG
Employers Holdings, Inc.

Financial Services
357
+ 1785.0%
$46.08 - $51.35 $16.5K - $18.3K
377 $17K
LTC
Ltc Properties Inc

Real Estate
454
+ 209.22%
$32.83 - $36.24 $14.9K - $16.5K
671 $23K
CMPX
Compass Therapeutics, Inc.

Healthcare
6.21K
+ 29561.9%
$1.46 - $2.69 $9.06K - $16.7K
6.23K $16K
HSY
Hershey CO

Consumer Defensive
117
+ 20.17%
$151.29 - $173.13 $17.7K - $20.3K
697 $115K
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email