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
BLND
Blend Labs, Inc.

Technology
347
+ 127.57%
$2.96 - $4.05 $1.03K - $1.41K
619 $2K
STGW
Stagwell Inc

Communication Services
214
+ 245.98%
$5.93 - $6.75 $1.27K - $1.44K
301 $1K
PRLB
Proto Labs Inc

Industrials
22
+ 183.33%
$35.04 - $45.03 $771 - $991
34 $1K
WRBY
Warby Parker Inc.

Healthcare
48
+ 369.23%
$17.82 - $28.42 $855 - $1.36K
61 $1K
TWI
Titan International Inc

Industrials
168
New
$6.59 - $9.22 $1.11K - $1.55K
168 $1K
AVDX
Avid Xchange Holdings, Inc.

Technology
136
+ 123.64%
$6.89 - $10.81 $937 - $1.47K
246 $2K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
39
+ 31.97%
$96.88 - $148.78 $3.78K - $5.8K
161 $16K
NVTS
Navitas Semiconductor Corp

Technology
641
+ 21366.67%
$1.83 - $4.25 $1.17K - $2.72K
644 $1K
PTLO
Portillo'S Inc.

Consumer Cyclical
125
+ 403.23%
$9.2 - $15.39 $1.15K - $1.92K
156 $1K
PX
P10, Inc.

Financial Services
82
+ 23.03%
$11.04 - $13.77 $905 - $1.13K
438 $5K
UDMY
Udemy, Inc.

Consumer Defensive
149
+ 338.64%
$7.32 - $10.1 $1.09K - $1.5K
193 $1K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
418
New
$2.21 - $4.48 $924 - $1.87K
418 $1K
KIND
Nextdoor Holdings, Inc.

Communication Services
855
+ 457.22%
$1.53 - $2.75 $1.31K - $2.35K
1.04K $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
249
+ 9.28%
$10.61 - $16.49 $2.64K - $4.11K
2.93K $36K
JPIE
J P Morgan Exchange Traded Fd
11
+ 0.85%
$45.46 - $46.18 $500 - $508
1.3K $59K
IREN
Iris Energy LTD

Financial Services
180
New
$6.07 - $13.18 $1.09K - $2.37K
180 $1K
REI
Ring Energy, Inc.

Energy
1.21K
+ 438.41%
$1.09 - $1.51 $1.32K - $1.83K
1.49K $1K
HGTY
Hagerty, Inc.

Financial Services
179
+ 17.64%
$9.0 - $10.33 $1.61K - $1.85K
1.19K $10K
CRGY
Crescent Energy CO

Energy
95
+ 243.59%
$10.3 - $16.74 $979 - $1.59K
134 $1K
PL
Planet Labs Pbc

Industrials
338
New
$3.38 - $6.49 $1.14K - $2.19K
338 $1K
VRE
Veris Residential, Inc.

Real Estate
81
+ 12.24%
$15.41 - $17.05 $1.25K - $1.38K
743 $12K
SAND
Sandstorm Gold LTD

Basic Materials
61
+ 71.76%
$5.54 - $7.65 $338 - $467
146 $1K
ZIMV
Zim Vie Inc.

Healthcare
98
+ 2450.0%
$10.8 - $15.22 $1.06K - $1.49K
102 $1K
EE
Excelerate Energy, Inc.

Utilities
25
+ 49.02%
$27.92 - $32.38 $698 - $810
76 $2K
FFBC
First Financial Bancorp

Financial Services
68
+ 79.07%
$24.25 - $29.06 $1.65K - $1.98K
154 $3K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
36
New
$35.54 - $49.81 $1.28K - $1.79K
36 $1K
GBTG
Global Business Travel Group, Inc.

Technology
122
+ 221.82%
$7.14 - $9.11 $871 - $1.11K
177 $1K
ALEX
Alexander & Baldwin, Inc.

Real Estate
41
+ 89.13%
$17.04 - $18.35 $699 - $752
87 $1K
ANIP
Ani Pharmaceuticals Inc

Healthcare
10
+ 142.86%
$53.93 - $68.36 $539 - $684
17 $1K
EHAB
Enhabit, Inc.

Healthcare
87
+ 15.56%
$7.64 - $9.29 $665 - $808
646 $5K
KELYA
Kelly Services Inc

Industrials
82
+ 149.09%
$12.87 - $14.67 $1.06K - $1.2K
137 $1K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
28
+ 23.33%
$52.01 - $61.99 $1.46K - $1.74K
148 $7K
UNF
Unifirst Corp

Industrials
6
+ 23.08%
$169.33 - $230.5 $1.02K - $1.38K
32 $5K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
107
New
$10.91 - $11.42 $1.17K - $1.22K
107 $1K
MLKN
Millerknoll, Inc.

Consumer Cyclical
65
+ 118.18%
$18.34 - $23.29 $1.19K - $1.51K
120 $2K
SCHL
Scholastic Corp

Communication Services
49
+ 306.25%
$17.86 - $21.89 $875 - $1.07K
65 $1K
GERN
Geron Corp

Healthcare
826
+ 3754.55%
$1.59 - $3.6 $1.31K - $2.97K
848 $1K
USAC
Usa Compression Partners, LP

Energy
2
+ 0.43%
$23.75 - $29.24 $47.5 - $58.5
472 $12K
CUBI
Customers Bancorp, Inc.

Financial Services
22
+ 104.76%
$45.61 - $58.42 $1K - $1.29K
43 $2K
FIZZ
National Beverage Corp

Consumer Defensive
21
+ 30.0%
$38.95 - $43.68 $818 - $917
91 $3K
AEYE
Audioeye Inc

Technology
104
New
$10.97 - $20.27 $1.14K - $2.11K
104 $1K
BASE
Couchbase, Inc.

Technology
80
+ 400.0%
$13.17 - $19.14 $1.05K - $1.53K
100 $1K
MGRC
Mcgrath Rentcorp

Industrials
13
+ 72.22%
$109.58 - $128.96 $1.42K - $1.68K
31 $3K
AIR
Aar Corp

Industrials
24
+ 16.55%
$55.99 - $72.21 $1.34K - $1.73K
169 $9K
CYTK
Cytokinetics Inc

Healthcare
42
+ 82.35%
$40.19 - $51.12 $1.69K - $2.15K
93 $3K
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
33
New
$39.22 - $49.82 $1.29K - $1.64K
33 $1K
WETF
Wisdom Tree Investments, Inc.

Financial Services
148
+ 154.17%
N/A
244 $1K
PGEN
Precigen, Inc.

Healthcare
197
+ 26.09%
$1.07 - $2.03 $211 - $400
952 $1K
FNDX
Schwab Fundamental U S Large C

ETFs
45
+ 15.0%
$23.03 - $25.01 $1.04K - $1.13K
345 $8K
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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