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
EVRI
Everi Holdings Inc.

Consumer Cyclical
71
+ 38.59%
$13.51 - $13.81 $959 - $981
255 $3K
KAI
Kadant Inc

Industrials
1
+ 20.0%
$335.28 - $398.39 $335 - $398
6 $2K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
135
+ 300.0%
$7.67 - $12.44 $1.04K - $1.68K
180 $1K
SGRY
Surgery Partners, Inc.

Healthcare
41
+ 178.26%
$19.85 - $25.87 $814 - $1.06K
64 $1K
Lam Research Corp Com New
1.69K
+ 39.83%
N/A
5.92K $0
UFI
Unifi Inc

Consumer Cyclical
200
New
$4.69 - $6.33 $938 - $1.27K
200 $0
JILL
J.Jill, Inc.

Consumer Cyclical
8
+ 200.0%
$17.79 - $28.19 $142 - $226
12 $0
APEI
American Public Education Inc

Consumer Defensive
32
+ 266.67%
$19.25 - $23.5 $616 - $752
44 $0
RDNT
Rad Net, Inc.

Healthcare
9
New
$45.92 - $72.75 $413 - $655
9 $0
PKBK
Parke Bancorp, Inc.

Financial Services
8
New
$18.41 - $20.44 $147 - $164
8 $0
FNLC
First Bancorp, Inc

Financial Services
6
New
$24.51 - $27.11 $147 - $163
6 $0
WVE
Wave Life Sciences Ltd.

Healthcare
5
New
$8.08 - $13.51 $40.4 - $67.6
5 $0
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
15
New
$42.94 - $57.64 $644 - $865
15 $0
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
3
New
$232.04 - $277.41 $696 - $832
3 $0
CHDN
Churchill Downs Inc

Consumer Cyclical
4
New
$106.5 - $132.91 $426 - $532
4 $0
NKTR
Nektar Therapeutics

Healthcare
1.22K
+ 713.45%
$0.66 - $1.19 $805 - $1.45K
1.39K $0
VYGR
Voyager Therapeutics, Inc.

Healthcare
155
New
$3.38 - $6.04 $524 - $936
155 $0
BHB
Bar Harbor Bankshares

Financial Services
3
New
$29.04 - $33.44 $87.1 - $100
3 $0
BCAL
Southern Calif Bancorp Com

Financial Services
8
New
$14.33 - $16.6 $115 - $133
8 $0
CUK
Carnival PLC

Consumer Cyclical
50
+ 33.78%
$17.38 - $25.94 $869 - $1.3K
198 $3K
TV
Grupo Televisa, S.A.B.

Communication Services
480
New
$1.68 - $2.17 $806 - $1.04K
480 $0
Corpay Inc Com Shs
74
+ 55.64%
N/A
207 $0
FCVT
First Tr Exchange Traded Fd Iv

ETFs
19
New
$34.79 - $38.36 $661 - $729
19 $0
Thomson Reuters Corp Com
253
+ 70.08%
N/A
614 $0
EQBK
Equity Bancshares Inc

Financial Services
5
+ 41.67%
N/A
17 $0
NEXT
Next Decade Corp.

Energy
74
+ 616.67%
$6.75 - $9.43 $500 - $698
86 $0
CVLG
Covenant Logistics Group, Inc.

Industrials
13
+ 162.5%
$22.2 - $29.12 $289 - $379
21 $0
Bank First Corporation Com
15
+ 300.0%
N/A
20 $0
HBCP
Home Bancorp, Inc.

Financial Services
13
+ 433.33%
$42.32 - $52.49 $550 - $682
16 $0
FRBA
First Bank (Nj) Common Stock

Financial Services
10
New
$13.07 - $15.69 $131 - $157
10 $0
SFL
Sfl Corp Ltd.

Industrials
42
+ 12.69%
$8.11 - $11.12 $341 - $467
373 $3K
Atlanta Braves Hldgs Inc Com Ser C
48
+ 266.67%
N/A
66 $0
EBR
Brazilian Electric Power CO

Utilities
61
+ 112.96%
$5.56 - $7.41 $339 - $452
115 $0
Atlanta Braves Hldgs Inc Com Ser A
12
+ 85.71%
N/A
26 $0
EBS
Emergent Bio Solutions Inc.

Healthcare
86
New
$4.66 - $11.66 $401 - $1K
86 $0
MRUS
Merus N.V.

Healthcare
13
+ 650.0%
$39.01 - $49.16 $507 - $639
15 $0
ATLO
Ames National Corp

Financial Services
14
New
$16.11 - $18.81 $226 - $263
14 $0
Outlook Therapeutics Inc Com
306
+ 162.77%
N/A
494 $0
AVD
American Vanguard Corp

Basic Materials
60
+ 61.86%
$4.21 - $6.27 $253 - $376
157 $0
KFRC
Kforce Inc

Industrials
15
+ 41.67%
$48.42 - $56.93 $726 - $854
51 $2K
MFIN
Medallion Financial Corp

Financial Services
1
New
$7.97 - $9.61 $7.97 - $9.61
1 $0
WRLD
World Acceptance Corp

Financial Services
1
+ 25.0%
$109.64 - $152.25 $110 - $152
5 $0
Cartesian Therapeutics Inc Com New
12
New
N/A
12 $0
UHAL
Amerco

Industrials
46
+ 5.76%
$62.22 - $74.71 $2.86K - $3.44K
845 $55K
Hamilton Insurance Group Ltd. Cl B
70
+ 114.75%
N/A
131 $0
SB
Safe Bulkers, Inc.

Industrials
6
New
$3.31 - $3.9 $19.9 - $23.4
6 $0
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
21
+ 4.91%
$8.5 - $11.33 $179 - $238
449 $4K
FDVV
Fidelity High Dividend ETF

ETFs
11
New
$48.86 - $52.28 $537 - $575
11 $0
DC
Dakota Gold Corp.

Basic Materials
108
+ 216.0%
$2.22 - $3.42 $240 - $369
158 $0
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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