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
CRNC
Cerence Inc.

Technology
40
+ 72.73%
$7.9 - $20.18 $316 - $807
95 $0
CLDT
Chatham Lodging Trust

Real Estate
6
New
$7.13 - $8.89 $42.8 - $53.3
6 $0
CABA
Cabaletta Bio, Inc.

Healthcare
90
New
$1.39 - $2.74 $125 - $247
90 $0
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
16
+ 76.19%
$4.22 - $7.74 $67.5 - $124
37 $0
ACVA
Acv Auctions Inc.

Consumer Cyclical
102
+ 72.34%
$13.1 - $22.25 $1.34K - $2.27K
243 $3K
APLT
Applied Therapeutics Inc.

Healthcare
68
New
$0.46 - $0.94 $31.3 - $63.9
68 $0
OVLY
Oak Valley Bancorp

Financial Services
7
New
$23.75 - $28.31 $166 - $198
7 $0
Frontline PLC Com
701
+ 13.77%
N/A
5.79K $0
SPT
Sprout Social, Inc.

Technology
17
+ 100.0%
$21.99 - $34.03 $374 - $579
34 $0
FFNW
First Financial Northwest, Inc.

Financial Services
7
New
$19.14 - $22.77 $134 - $159
7 $0
Agenus Inc Com New
225
+ 193.97%
N/A
341 $0
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
564
New
$1.4 - $2.67 $790 - $1.51K
564 $0
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
66
New
$1.55 - $2.73 $102 - $180
66 $0
RGEN
Repligen Corp

Healthcare
7
+ 22.58%
$127.24 - $174.24 $891 - $1.22K
38 $4K
Mind Medicine Mindmed Inc Com New
43
+ 330.77%
N/A
56 $0
LZB
La Z Boy Inc

Consumer Cyclical
8
+ 3.59%
$38.0 - $48.02 $304 - $384
231 $9K
AGYS
Agilysys Inc

Technology
10
+ 100.0%
$71.45 - $134.56 $715 - $1.35K
20 $1K
PLBC
Plumas Bancorp

Financial Services
3
New
$41.9 - $48.2 $126 - $145
3 $0
EVI
Evi Industries, Inc.

Industrials
1
+ 100.0%
$16.01 - $19.15 $16 - $19.2
2 $0
RAPT
Rapt Therapeutics, Inc.

Healthcare
180
+ 32.85%
$1.05 - $1.72 $189 - $310
728 $0
KROS
Keros Therapeutics, Inc.

Healthcare
10
New
$10.15 - $16.1 $102 - $161
10 $0
RLJ
Rlj Lodging Trust

Real Estate
97
+ 373.08%
$7.89 - $10.07 $765 - $977
123 $0
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
109
New
$5.58 - $12.54 $608 - $1.37K
109 $0
UTL
Unitil Corp

Utilities
1
+ 1.56%
$52.01 - $57.87 $52 - $57.9
65 $3K
LYRA
Lyra Therapeutics, Inc.

Healthcare
224
+ 188.24%
$0.13 - $0.22 $29.1 - $49.3
343 $0
Nebius Group N.V. Shs Class A
6
New
N/A
6 $0
CRDF
Cardiff Oncology, Inc.

Healthcare
2
New
$3.14 - $4.75 $6.28 - $9.5
2 $0
ADCT
Adc Therapeutics Sa

Healthcare
154
+ 200.0%
$1.39 - $2.02 $214 - $311
231 $0
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
367
+ 267.88%
$3.33 - $7.79 $1.22K - $2.86K
504 $1K
SLQT
Select Quote, Inc.

Financial Services
103
New
$3.34 - $6.05 $344 - $623
103 $0
PLRX
Pliant Therapeutics, Inc.

Healthcare
62
New
$1.35 - $13.53 $83.7 - $839
62 $0
Conduit Pharmaceuticals Inc Com New
737
New
N/A
737 $0
Ats Corporation Com
8
+ 47.06%
N/A
25 $0
RNA
Avidity Biosciences, Inc.

Healthcare
3
+ 6.38%
$27.05 - $35.11 $81.2 - $105
50 $1K
BKD
Brookdale Senior Living Inc.

Healthcare
66
New
$4.51 - $6.26 $298 - $413
66 $0
CLOV
Clover Health Investments, Corp.

Healthcare
35
New
$3.13 - $4.82 $110 - $169
35 $0
API
Agora, Inc.

Technology
13
+ 2.34%
$3.68 - $6.65 $47.8 - $86.5
568 $2K
Gohealth Inc Cl A New
11
+ 275.0%
N/A
15 $0
ALXO
Alx Oncology Holdings Inc

Healthcare
530
New
$0.62 - $1.86 $329 - $986
530 $0
CNXN
Pc Connection Inc

Technology
20
+ 33.33%
$59.79 - $74.22 $1.2K - $1.48K
80 $4K
Pgim Aaa Clo ETF
246K
New
N/A
246K $0
Coherent Corp Com
210
+ 100.0%
N/A
420 $0
RRX
Regal Rexnord Corp

Industrials
40
+ 41.24%
$113.85 - $167.1 $4.55K - $6.68K
137 $15K
BFLY
Butterfly Network, Inc.

Healthcare
300
New
$2.28 - $4.82 $684 - $1.45K
300 $0
MEG
Montrose Environmental Group, Inc.

Industrials
17
+ 850.0%
$14.26 - $24.01 $242 - $408
19 $0
ANNX
Annexon, Inc.

Healthcare
64
+ 640.0%
$1.93 - $5.5 $124 - $352
74 $0
ITOS
I Teos Therapeutics, Inc.

Healthcare
3
+ 3.53%
$5.97 - $8.15 $17.9 - $24.5
88 $0
INZY
Inozyme Pharma, Inc.

Healthcare
390
+ 7800.0%
$0.91 - $3.07 $355 - $1.2K
395 $0
CAPR
Capricor Therapeutics, Inc.

Healthcare
39
New
$9.49 - $16.11 $370 - $628
39 $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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