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
PEBO
Peoples Bancorp Inc

Financial Services
28
+ 40.58%
$29.2 - $33.78 $818 - $946
97 $2K
WTBA
West Bancorporation Inc

Financial Services
4
+ 12.9%
$19.94 - $22.62 $79.8 - $90.5
35 $0
SD
Sandridge Energy Inc

Energy
3
New
$10.94 - $12.67 $32.8 - $38
3 $0
MTH
Meritage Homes Corp

Consumer Cyclical
129
+ 119.44%
$69.41 - $152.01 $8.95K - $19.6K
237 $16K
PVBC
Provident Bancorp, Inc.

Financial Services
3
New
$10.61 - $12.74 $31.8 - $38.2
3 $0
TUSK
Mammoth Energy Services, Inc.

Industrials
4
New
$1.97 - $3.38 $7.88 - $13.5
4 $0
HCSG
Healthcare Services Group Inc

Healthcare
69
+ 9.07%
$10.08 - $11.92 $696 - $822
830 $8K
MNRO
Monro, Inc.

Consumer Cyclical
180
+ 87.8%
$14.47 - $24.54 $2.6K - $4.42K
385 $5K
HONE
Harbor One Bancorp, Inc.

Financial Services
23
New
$10.37 - $12.54 $239 - $288
23 $0
FBIZ
First Business Financial Services, Inc.

Financial Services
2
+ 100.0%
$42.78 - $56.35 $85.6 - $113
4 $0
VC
Visteon Corp

Consumer Cyclical
14
+ 14.58%
$77.62 - $90.68 $1.09K - $1.27K
110 $8K
Annaly Capital Management Inc Com New
285
+ 4.88%
N/A
6.12K $0
RYI
Ryerson Holding Corp

Industrials
35
New
$17.63 - $25.87 $617 - $905
35 $0
ASTE
Astec Industries Inc

Industrials
7
+ 175.0%
$30.4 - $36.83 $213 - $258
11 $0
Priority Technology Hldgs Inc Com
219
New
N/A
219 $0
VALU
Value Line Inc

Financial Services
2
New
$34.05 - $53.62 $68.1 - $107
2 $0
CNDT
Conduent Inc

Technology
201
+ 478.57%
$2.7 - $4.42 $543 - $888
243 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
31
+ 22.3%
$54.09 - $74.56 $1.68K - $2.31K
170 $9K
PLSE
Pulse Biosciences, Inc.

Healthcare
11
+ 550.0%
$15.61 - $24.56 $172 - $270
13 $0
LGFA
Lions Gate Entmt Corp Cl A Vtg
74
+ 2466.67%
N/A
77 $0
LGFB
Lions Gate Entmt Corp Cl B Non
94
+ 854.55%
N/A
105 $0
ITB
Ishares Tr

ETFs
10
New
$93.86 - $111.45 $939 - $1.11K
10 $0
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
16
+ 72.73%
$125.01 - $201.52 $2K - $3.22K
38 $4K
Super Micro Computer Inc Com New
12
+ 0.49%
N/A
2.44K $0
NWFL
Norwood Financial Corp

Financial Services
2
New
$24.13 - $26.73 $48.3 - $53.5
2 $0
AGX
Argan Inc

Industrials
3
+ 11.11%
$104.05 - $185.35 $312 - $556
30 $3K
HRTX
Heron Therapeutics, Inc.

Healthcare
84
+ 254.55%
$1.47 - $2.55 $123 - $214
117 $0
Anaptysbio Inc Com
32
+ 320.0%
N/A
42 $0
JELD
Jeld Wen Holding, Inc.

Industrials
145
+ 103.57%
$5.46 - $9.88 $792 - $1.43K
285 $1K
SNA
Snap On Inc

Industrials
2
+ 0.87%
$324.09 - $358.62 $648 - $717
231 $77K
Ramaco Res Inc Com Cl A
14
New
N/A
14 $0
POWW
Ammo, Inc.

Industrials
186
New
$1.17 - $1.88 $218 - $350
186 $0
GNTY
Guaranty Bancshares Inc

Financial Services
1
New
$32.67 - $42.34 $32.7 - $42.3
1 $0
AZUL
Azul Sa

Industrials
145
+ 34.04%
$1.64 - $2.46 $238 - $357
571 $0
GRWG
Grow Generation Corp.

Consumer Cyclical
30
New
$0.97 - $1.82 $29.1 - $54.6
30 $0
Te Connectivity PLC Ord Shs
337
+ 35.81%
N/A
1.28K $0
YEXT
Yext, Inc.

Technology
66
+ 6.51%
$6.02 - $6.86 $397 - $453
1.08K $6K
EEX
Emerald Holding, Inc.

Communication Services
45
+ 214.29%
$3.65 - $4.83 $164 - $217
66 $0
Zymeworks Inc Com
3
+ 30.0%
N/A
13 $0
SVRA
Savara Inc

Healthcare
74
New
$2.32 - $3.14 $172 - $232
74 $0
URGN
Uro Gen Pharma Ltd.

Healthcare
66
+ 825.0%
$9.27 - $12.13 $612 - $801
74 $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
362
+ 5.66%
$120.24 - $134.3 $43.5K - $48.6K
6.76K $824K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
24
+ 25.53%
N/A
118 $1K
WOW
Wide Open West, Inc.

Communication Services
17
New
$4.13 - $5.13 $70.2 - $87.2
17 $0
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
55
+ 41.67%
$2.6 - $3.19 $143 - $175
187 $0
MRSN
Mersana Therapeutics, Inc.

Healthcare
2.7K
New
$0.34 - $1.4 $917 - $3.78K
2.7K $0
ESQ
Esquire Financial Holdings, Inc.

Financial Services
4
+ 50.0%
$70.74 - $89.0 $283 - $356
12 $0
BY
Byline Bancorp, Inc.

Financial Services
15
New
$25.9 - $30.22 $389 - $453
15 $0
AVGE
American Centy ETF Tr Avantis
648
+ 35.7%
N/A
2.46K $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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