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
FC
Franklin Covey CO

Industrials
22
New
$27.62 - $38.75 $608 - $853
22 $0
SKYH
Sky Harbour Group Corp

Industrials
27
+ 540.0%
$9.83 - $13.7 $265 - $370
32 $0
MODV
Modiv Care Inc

Healthcare
485
New
$1.32 - $12.57 $640 - $6.1K
485 $0
LSEA
Landsea Homes Corp

Real Estate
135
New
$6.38 - $8.75 $861 - $1.18K
135 $0
Wheels Up Experience Inc Com Cl A
666
+ 33300.0%
N/A
668 $0
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
14
+ 233.33%
$13.48 - $20.91 $189 - $293
20 $0
MNTK
Montauk Renewables, Inc.

Utilities
29
New
$2.07 - $4.94 $60 - $143
29 $0
GRPN
Groupon, Inc.

Communication Services
15
New
$9.77 - $18.83 $147 - $282
15 $0
ETWO
E2open Parent Holdings, Inc.

Technology
72
+ 65.45%
$2.0 - $2.92 $144 - $210
182 $0
RSVR
Reservoir Media, Inc.

Communication Services
5
New
$7.25 - $8.54 $36.3 - $42.7
5 $0
Noble Corp PLC Ord Shs A
201
+ 245.12%
N/A
283 $0
SST
System1, Inc.

Industrials
130
New
$0.37 - $0.94 $48.1 - $122
130 $0
BVS
Bioventus Inc.

Healthcare
37
+ 462.5%
$8.76 - $11.05 $324 - $409
45 $0
Aptiv PLC Com Shs
290
+ 239.67%
N/A
411 $0
SPNT
Sirius Point LTD

Financial Services
3
+ 0.41%
$13.91 - $17.29 $41.7 - $51.9
736 $12K
SPIR
Spire Global, Inc.

Industrials
61
New
$8.09 - $20.78 $493 - $1.27K
61 $0
SES
Ses Ai Corp

Consumer Cyclical
819
New
$0.4 - $2.25 $328 - $1.84K
819 $0
INNV
Innov Age Holding Corp.

Healthcare
12
New
$2.98 - $3.98 $35.8 - $47.8
12 $0
Ouster Inc Com New
350
+ 1129.03%
N/A
381 $0
Aeva Technologies Inc Com New
75
+ 375.0%
N/A
95 $0
OLO
Olo Inc.

Technology
31
+ 20.39%
$5.98 - $8.12 $185 - $252
183 $1K
PCT
Pure Cycle Technologies, Inc.

Industrials
52
+ 520.0%
$6.92 - $10.9 $360 - $567
62 $0
Bridger Aerospace Grp Hldgs In Com
104
New
N/A
104 $0
PFIS
Peoples Financial Services Corp.

Financial Services
3
New
$44.47 - $53.7 $133 - $161
3 $0
CRCT
Cricut, Inc.

Technology
40
+ 15.44%
$5.13 - $6.01 $205 - $240
299 $1K
TDUP
Thred Up Inc.

Consumer Cyclical
258
New
$1.28 - $2.97 $330 - $766
258 $0
DSGN
Design Therapeutics, Inc.

Healthcare
31
New
$3.68 - $6.66 $114 - $206
31 $0
ERNA
Eterna Therapeutics Inc. Commo
1.75K
New
N/A
1.75K $0
QIPT
Quipt Home Medical Corp.

Healthcare
8
New
$2.28 - $3.26 $18.2 - $26.1
8 $0
FRST
Primis Financial Corp.

Financial Services
4
+ 6.15%
$9.66 - $11.59 $38.6 - $46.4
69 $0
ULCC
Frontier Group Holdings, Inc.

Industrials
99
+ 83.9%
$4.34 - $10.06 $430 - $996
217 $0
NRGV
Energy Vault Holdings, Inc.

Utilities
321
+ 1783.33%
$0.7 - $2.53 $225 - $812
339 $0
BBAI
Big Bear.Ai Holdings, Inc.

Technology
147
+ 2450.0%
$2.86 - $9.78 $420 - $1.44K
153 $0
AFRI
Forafric Global PLC

Consumer Defensive
6
+ 150.0%
$8.35 - $10.22 $50.1 - $61.3
10 $0
IAUX
I 80 Gold Corp.
327
New
$0.53 - $0.83 $173 - $271
327 $0
ALKT
Alkami Technology, Inc.

Technology
46
+ 25.0%
$23.76 - $37.53 $1.09K - $1.73K
230 $6K
KRT
Karat Packaging Inc.

Consumer Cyclical
28
+ 350.0%
$26.58 - $33.46 $744 - $937
36 $0
AKYA
Akoya Biosciences, Inc.

Healthcare
189
+ 859.09%
$1.39 - $3.23 $263 - $610
211 $0
CTLP
Cantaloupe, Inc.

Technology
69
+ 287.5%
$7.52 - $11.15 $519 - $769
93 $0
Ginkgo Bioworks Holdings Inc Cl A New
380
+ 6333.33%
N/A
386 $0
SKYT
Sky Water Technology, Inc

Technology
13
+ 59.09%
$7.06 - $15.69 $91.8 - $204
35 $0
BTMD
Biote Corp.

Healthcare
10
+ 47.62%
$3.23 - $6.2 $32.3 - $62
31 $0
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
13
New
$3.68 - $5.58 $47.8 - $72.5
13 $0
HOWL
Werewolf Therapeutics, Inc.

Healthcare
2
+ 6.06%
$0.97 - $1.68 $1.94 - $3.36
35 $0
SKIN
Beauty Health CO

Consumer Defensive
463
New
$1.16 - $1.9 $537 - $880
463 $0
CMPX
Compass Therapeutics, Inc.

Healthcare
21
New
$1.4 - $3.9 $29.4 - $81.9
21 $0
BWMN
Bowman Consulting Group Ltd.

Industrials
8
New
$18.39 - $26.53 $147 - $212
8 $0
VMEO
Vimeo, Inc.

Technology
105
+ 43.57%
$5.26 - $6.93 $552 - $728
346 $1K
FLYW
Flywire Corp

Technology
10
+ 23.81%
$9.5 - $21.27 $95 - $213
52 $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