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
CENT
Central Garden & Pet CO

Consumer Defensive
20
+ 80.0%
$33.67 - $40.16 $673 - $803
45 $1K
FCF
First Commonwealth Financial Corp

Financial Services
59
+ 113.46%
$15.37 - $17.13 $907 - $1.01K
111 $1K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
81
+ 385.71%
$7.4 - $12.6 $599 - $1.02K
102 $1K
EMTL
Spdr Doubleline Emerging Marke

ETFs
2
+ 1.23%
$42.13 - $43.1 $84.3 - $86.2
164 $7K
MBIN
Merchants Bancorp

Financial Services
49
+ 4900.0%
$34.75 - $43.49 $1.7K - $2.13K
50 $1K
ICHR
Ichor Holdings, Ltd.

Technology
37
+ 185.0%
$22.61 - $35.08 $837 - $1.3K
57 $1K
TCBK
Trico Bancshares

Financial Services
24
+ 160.0%
$39.87 - $45.12 $957 - $1.08K
39 $1K
REVG
Rev Group, Inc.

Industrials
38
+ 36.89%
$27.3 - $35.58 $1.04K - $1.35K
141 $4K
CLPR
Clipper Realty Inc.

Real Estate
121
+ 85.82%
$3.7 - $4.9 $448 - $593
262 $1K
ERII
Energy Recovery, Inc.

Industrials
61
+ 508.33%
$14.06 - $16.83 $858 - $1.03K
73 $1K
FBNC
First Bancorp

Financial Services
11
+ 55.0%
$38.72 - $45.94 $426 - $505
31 $1K
INOD
Innodata Inc

Technology
39
New
$33.19 - $64.17 $1.29K - $2.5K
39 $1K
IVR
Invesco Mortgage Capital Inc.

Real Estate
115
+ 47.52%
$7.6 - $8.96 $874 - $1.03K
357 $2K
DESP
Despegar.Com, Corp.

Consumer Cyclical
88
+ 77.19%
$18.51 - $19.36 $1.63K - $1.7K
202 $3K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
7
+ 58.33%
$48.56 - $61.02 $340 - $427
19 $1K
KIDS
Orthopediatrics Corp

Healthcare
43
+ 477.78%
$22.87 - $27.24 $983 - $1.17K
52 $1K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
99
+ 77.34%
$10.52 - $13.61 $1.04K - $1.35K
227 $2K
SWX
Southwest Gas Holdings, Inc.

Utilities
13
+ 10.57%
$68.42 - $78.18 $889 - $1.02K
136 $9K
BAND
Bandwidth Inc.

Technology
113
New
$13.1 - $19.61 $1.48K - $2.22K
113 $1K
LUMN
Lumen Technologies, Inc.

Communication Services
1.12K
+ 51.62%
$3.92 - $5.92 $4.37K - $6.6K
3.28K $12K
SLDB
Solid Biosciences Inc.

Healthcare
376
New
$2.88 - $6.47 $1.08K - $2.43K
376 $1K
QNST
Quinstreet, Inc

Communication Services
95
+ 102.15%
$17.0 - $25.17 $1.62K - $2.39K
188 $3K
MXL
Maxlinear Inc

Technology
129
+ 477.78%
$10.86 - $24.92 $1.4K - $3.21K
156 $1K
GSHD
Goosehead Insurance, Inc.

Financial Services
9
+ 19.15%
$98.59 - $123.84 $887 - $1.11K
56 $6K
HSTM
Healthstream Inc

Healthcare
26
+ 96.3%
$30.95 - $33.99 $805 - $884
53 $1K
HUYA
Huya Inc.

Communication Services
288
+ 90.28%
$2.85 - $4.54 $821 - $1.31K
607 $1K
MGTX
Meira G Tx Holdings PLC

Healthcare
203
New
$5.71 - $8.25 $1.16K - $1.67K
203 $1K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
126
New
N/A
126 $1K
BORR
Borr Drilling LTD

Energy
799
New
$2.13 - $4.06 $1.7K - $3.24K
799 $1K
AGM
Federal Agricultural Mortgage Corp

Financial Services
6
+ 5.66%
$182.78 - $209.07 $1.1K - $1.25K
112 $21K
PATK
Patrick Industries Inc

Consumer Cyclical
11
+ 7.91%
$82.13 - $97.92 $903 - $1.08K
150 $12K
NIO
Nio Inc.

Consumer Cyclical
456
+ 54.68%
$3.75 - $5.22 $1.71K - $2.38K
1.29K $4K
ARLP
Alliance Resource Partners LP

Energy
24
+ 2.71%
$24.47 - $29.24 $587 - $702
910 $24K
ASR
Southeast Airport Group

Industrials
5
+ 38.46%
$255.27 - $294.28 $1.28K - $1.47K
18 $4K
ALLO
Allogene Therapeutics, Inc.

Healthcare
774
New
$1.4 - $2.84 $1.08K - $2.2K
774 $1K
SIBN
Si Bone, Inc.

Healthcare
59
+ 268.18%
$13.72 - $18.44 $809 - $1.09K
81 $1K
AMTB
Amerant Bancorp Inc.

Financial Services
81
+ 578.57%
$20.14 - $23.95 $1.63K - $1.94K
95 $1K
ATSG
Air Transport Services Group, Inc.

Industrials
36
+ 23.84%
$21.97 - $22.44 $791 - $808
187 $4K
AUB
Atlantic Union Bankshares Corp

Financial Services
72
+ 39.34%
$30.68 - $39.07 $2.21K - $2.81K
255 $7K
NCR
Ncr Corp

Technology
70
+ 127.27%
N/A
125 $1K
HOG
Harley Davidson, Inc.

Consumer Cyclical
88
+ 65.67%
$24.13 - $30.02 $2.12K - $2.64K
222 $5K
ORGO
Organogenesis Holdings Inc.

Healthcare
252
New
$2.89 - $6.21 $728 - $1.56K
252 $1K
LEVI
Levi Strauss & CO

Consumer Cyclical
71
+ 215.15%
$15.59 - $19.22 $1.11K - $1.36K
104 $1K
JMIA
Jumia Technologies Ag

Consumer Cyclical
674
+ 268.53%
$2.15 - $4.21 $1.45K - $2.84K
925 $1K
BYND
Beyond Meat, Inc.

Consumer Defensive
330
+ 170.98%
$3.05 - $4.4 $1.01K - $1.45K
523 $1K
AMRC
Ameresco, Inc.

Industrials
143
+ 841.18%
$9.29 - $28.17 $1.33K - $4.03K
160 $1K
SFNC
Simmons First National Corp

Financial Services
100
+ 21.79%
$19.68 - $23.3 $1.97K - $2.33K
559 $11K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
27
+ 2.85%
$19.03 - $20.94 $514 - $565
973 $19K
REX
Rex American Resources Corp

Basic Materials
20
+ 111.11%
$35.87 - $44.13 $717 - $883
38 $1K
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
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