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
EBTC
Enterprise Bancorp Inc

Financial Services
3
New
$37.23 - $44.37 $112 - $133
3 $0
GGB
Gerdau S.A.

Basic Materials
35
+ 0.64%
$2.72 - $3.08 $95.2 - $108
5.47K $15K
BBCP
Concrete Pumping Holdings, Inc.

Industrials
72
+ 2400.0%
$4.96 - $9.04 $357 - $651
75 $0
AIV
Apartment Investment & Management CO

Real Estate
93
+ 1860.0%
$8.54 - $9.12 $794 - $848
98 $0
CDXS
Codexis, Inc.

Healthcare
72
+ 205.71%
$2.53 - $5.43 $182 - $391
107 $0
Safehold Inc Com
73
+ 26.74%
N/A
346 $0
KOD
Kodiak Sciences Inc.

Healthcare
22
New
$2.81 - $9.57 $61.8 - $211
22 $0
TRC
Tejon Ranch CO

Industrials
26
+ 2600.0%
$15.02 - $16.47 $391 - $428
27 $0
Anglogold Ashanti PLC Com Shs
459
+ 39.1%
N/A
1.63K $0
NFE
New Fortress Energy Inc.

Utilities
138
+ 54.98%
$8.31 - $16.3 $1.15K - $2.25K
389 $3K
INMB
Inmune Bio, Inc.

Healthcare
9
New
$4.93 - $10.48 $44.4 - $94.3
9 $0
Brookfield Corp Cl A LTD Vt Sh
496
+ 26.51%
N/A
2.37K $0
X4 Pharmaceuticals Inc Com New
30
New
N/A
30 $0
AMSWA
American Software Inc

Technology
43
+ 204.76%
N/A
64 $0
ODC
Oil Dri Corp Of America

Basic Materials
5
+ 71.43%
$41.1 - $87.55 $206 - $438
12 $0
OPRX
Optimize Rx Corp

Healthcare
23
New
$4.14 - $9.47 $95.2 - $218
23 $0
FATE
Fate Therapeutics Inc

Healthcare
1.84K
+ 269.79%
$0.79 - $1.87 $1.45K - $3.44K
2.52K $1K
Armour Residential Reit Inc Com Shs
763
+ 358.22%
N/A
976 $0
REKR
Rekor Systems, Inc.

Technology
65
New
$0.89 - $2.63 $57.9 - $171
65 $0
IRBT
Irobot Corp

Consumer Cyclical
97
+ 149.23%
$2.7 - $12.7 $262 - $1.23K
162 $0
IHRT
I Heart Media, Inc.

Communication Services
597
New
$1.47 - $2.42 $878 - $1.44K
597 $0
PACB
Pacific Biosciences Of California, Inc.

Healthcare
623
+ 582.24%
$1.14 - $2.1 $710 - $1.31K
730 $0
TRVI
Trevi Therapeutics, Inc.

Healthcare
10
New
$3.66 - $6.81 $36.6 - $68.1
10 $0
MORN
Morningstar, Inc.

Financial Services
2
+ 10.0%
$282.49 - $334.73 $565 - $669
22 $6K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
111
New
$0.45 - $0.72 $50 - $79.9
111 $0
COMM
Comm Scope Holding Company, Inc.

Technology
43
+ 116.22%
$4.63 - $6.35 $199 - $273
80 $0
BFA
Brown Forman Corp Cl A
515
+ 27.25%
N/A
2.41K $0
MITK
Mitek Systems Inc

Technology
11
+ 61.11%
$8.25 - $11.02 $90.8 - $121
29 $0
SMTI
Sanara Med Tech Inc.

Healthcare
12
+ 1200.0%
$30.15 - $38.12 $362 - $457
13 $0
Howard Hughes Holdings Inc Com
29
+ 19.59%
N/A
177 $0
South Plains Financial Inc Com
12
New
N/A
12 $0
CGSD
Capital Grp Core Plus Income E
97
New
N/A
97 $0
LCNB
Lcnb Corp

Financial Services
1
New
$14.32 - $15.76 $14.3 - $15.8
1 $0
SBRA
Sabra Health Care Reit, Inc.

Real Estate
18
+ 1.8%
$15.88 - $17.78 $286 - $320
1.02K $17K
IDYA
Ideaya Biosciences, Inc.

Healthcare
19
+ 633.33%
$16.38 - $26.0 $311 - $494
22 $0
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1
New
$50.24 - $50.57 $50.2 - $50.6
1 $0
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
15
+ 24.19%
$19.72 - $23.56 $296 - $353
77 $1K
RBBN
Ribbon Communications Inc.

Communication Services
66
+ 106.45%
$3.78 - $5.14 $249 - $339
128 $0
KRNY
Kearny Financial Corp.

Financial Services
127
+ 16.62%
$6.18 - $7.55 $785 - $959
891 $5K
CBNK
Capital Bancorp Inc

Financial Services
8
New
$26.76 - $32.36 $214 - $259
8 $0
PBFS
Pioneer Bancorp, Inc.

Financial Services
17
New
$10.84 - $12.04 $184 - $205
17 $0
CSTL
Castle Biosciences Inc

Healthcare
38
+ 422.22%
$18.76 - $32.72 $713 - $1.24K
47 $0
HCAT
Health Catalyst, Inc.

Healthcare
76
+ 506.67%
$3.97 - $7.42 $302 - $564
91 $0
NOVA
Sunnova Energy International Inc.

Technology
350
+ 220.13%
$0.3 - $4.51 $105 - $1.58K
509 $0
ATEX
Anterix Inc.

Communication Services
1
New
$27.73 - $41.99 $27.7 - $42
1 $0
MG
Mistras Group, Inc.

Industrials
42
+ 110.53%
$8.88 - $10.83 $373 - $455
80 $0
FISI
Financial Institutions Inc

Financial Services
22
+ 10.95%
$24.96 - $29.63 $549 - $652
223 $5K
Diversified Energy Company PLC Shs New
300
New
N/A
300 $0
IGMS
Igm Biosciences, Inc.

Healthcare
337
New
$1.15 - $6.8 $388 - $2.29K
337 $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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