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
BCML
Bay Com Corp

Financial Services
5
New
$24.39 - $29.09 $122 - $145
5 $0
RBB
Rbb Bancorp

Financial Services
13
+ 48.15%
N/A
40 $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
1.5K
New
N/A
1.5K $0
Direxion Daily 20 Year Treasury Bull 3 X Shares
1K
New
N/A
1K $0
BSBR
Banco Santander (Brasil) S.A.

Financial Services
57
New
$3.82 - $4.84 $218 - $276
57 $0
OMER
Omeros Corp

Healthcare
23
New
$7.04 - $11.21 $162 - $258
23 $0
Cooper Cos Inc Com
220
+ 3.49%
N/A
6.52K $0
CELC
Celcuity Inc.

Healthcare
8
+ 88.89%
$8.62 - $13.62 $69 - $109
17 $0
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
11
+ 275.0%
$15.51 - $20.31 $171 - $223
15 $0
Angi Inc Cl A New
8
New
N/A
8 $0
GCBC
Greene County Bancorp Inc

Financial Services
7
New
$22.01 - $27.41 $154 - $192
7 $0
Lithium Argentina Ag Com Shs
234
New
N/A
234 $0
RMBL
Rumble On, Inc.

Consumer Cyclical
22
+ 137.5%
$2.81 - $5.3 $61.8 - $117
38 $0
Labcorp Holdings Inc Com Shs
165
+ 13.56%
N/A
1.38K $0
RMNI
Rimini Street, Inc.

Technology
145
New
$2.53 - $4.07 $367 - $590
145 $0
MCB
Metropolitan Bank Holding Corp.

Financial Services
1
New
$52.53 - $65.79 $52.5 - $65.8
1 $0
SCPH
Sc Pharmaceuticals Inc.

Healthcare
46
+ 100.0%
$2.63 - $3.68 $121 - $169
92 $0
Lightbridge Corp Com
49
New
N/A
49 $0
NRDY
Nerdy Inc.

Technology
570
New
$1.42 - $1.97 $809 - $1.12K
570 $0
NNBR
Nn Inc

Industrials
15
+ 1500.0%
$2.26 - $3.48 $33.9 - $52.2
16 $0
Virgin Galactic Holdings Inc Com New
460
+ 1150.0%
N/A
500 $0
NMRK
Newmark Group, Inc.

Real Estate
60
+ 17.29%
$11.84 - $14.69 $710 - $881
407 $4K
BHE
Benchmark Electronics Inc

Technology
34
+ 30.36%
$37.74 - $48.97 $1.28K - $1.66K
146 $5K
CGNX
Cognex Corp

Technology
81
+ 22.95%
$29.83 - $41.02 $2.42K - $3.32K
434 $12K
DVAX
Dynavax Technologies Corp

Healthcare
64
New
$12.39 - $14.4 $793 - $922
64 $0
VMD
Viemed Healthcare, Inc.

Healthcare
6
New
$7.2 - $8.43 $43.2 - $50.6
6 $0
NKSH
National Bankshares Inc

Financial Services
2
New
$26.55 - $30.25 $53.1 - $60.5
2 $0
Two Hbrs Invt Corp Com
248
+ 59.19%
N/A
667 $0
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
71
+ 43.03%
$14.59 - $23.31 $1.04K - $1.66K
236 $3K
ILPT
Industrial Logistics Properties Trust

Real Estate
129
New
$3.39 - $4.05 $437 - $522
129 $0
PRAA
Pra Group Inc

Financial Services
21
+ 32.31%
$18.82 - $23.95 $395 - $503
86 $1K
NINE
Nine Energy Service, Inc.

Energy
199
+ 21.54%
$0.99 - $1.48 $197 - $295
1.12K $1K
ULH
Universal Logistics Holdings, Inc.

Industrials
31
New
$25.66 - $46.59 $795 - $1.44K
31 $0
AVNW
Aviat Networks, Inc.

Technology
21
New
$18.08 - $26.35 $380 - $553
21 $0
BRSP
Bright Spire Capital, Inc.

Real Estate
78
+ 0.68%
$5.48 - $6.23 $427 - $486
11.6K $64K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
14
New
$8.03 - $11.5 $112 - $161
14 $0
EOLS
Evolus, Inc.

Healthcare
14
+ 107.69%
$9.47 - $15.04 $133 - $211
27 $0
CDLX
Cardlytics, Inc.

Communication Services
13
New
$1.81 - $3.9 $23.5 - $50.7
13 $0
BWB
Bridgewater Bancshares Inc

Financial Services
13
+ 25.0%
$12.56 - $15.24 $163 - $198
65 $0
BTBT
Bit Digital, Inc

Financial Services
172
+ 256.72%
$2.02 - $3.88 $347 - $667
239 $0
SLP
Simulations Plus, Inc.

Healthcare
20
New
$24.0 - $37.01 $480 - $740
20 $0
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
586
+ 1246.81%
$1.41 - $4.58 $826 - $2.68K
633 $0
COGT
Cogent Biosciences, Inc.

Healthcare
2
+ 11.76%
$5.99 - $9.66 $12 - $19.3
19 $0
EAF
Graftech International LTD

Industrials
102
+ 2040.0%
$0.87 - $1.82 $88.7 - $186
107 $0
BH
Biglari Holdings Inc.

Consumer Cyclical
3
New
$208.0 - $257.76 $624 - $773
3 $0
ROAD
Construction Partners, Inc.

Industrials
9
+ 75.0%
$67.61 - $93.18 $608 - $839
21 $1K
OBNK
Origin Bancorp, Inc.

Financial Services
30
New
N/A
30 $0
ENOB
Enochian Biosciences Inc

Healthcare
27
New
N/A
27 $0
Kiniksa Pharmaceuticals Intl P Ord Shs Cl A
366
+ 2815.38%
N/A
379 $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
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