Ever Source Wealth Advisors, LLC Purchases in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DJCO
Daily Journal Corp

Technology
5
+ 100.0%
$365.66 - $435.19 $1.83K - $2.18K
10 $4K
BJRI
B Js Restaurants Inc

Consumer Cyclical
20
+ 12.2%
$29.82 - $45.99 $596 - $920
184 $8K
ASPN
Aspen Aerogels Inc

Industrials
518
+ 421.14%
$4.31 - $6.63 $2.23K - $3.43K
641 $3K
FFWM
First Foundation Inc.

Financial Services
565
+ 224.21%
$4.61 - $5.42 $2.6K - $3.06K
817 $4K
NTGR
Netgear, Inc.

Technology
67
+ 90.54%
$19.97 - $31.25 $1.34K - $2.09K
141 $4K
NVEC
Nve Corp

Technology
45
New
$54.12 - $74.35 $2.44K - $3.35K
45 $3K
PWFL
Power Fleet, Inc.

Technology
532
+ 604.55%
N/A
620 $3K
NSA
National Storage Affiliates Trust

Real Estate
156
+ 66.95%
$31.82 - $39.04 $4.96K - $6.09K
389 $12K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
76
+ 22.16%
$18.77 - $27.82 $1.43K - $2.11K
419 $10K
CIVB
Civista Bancshares, Inc.

Financial Services
81
+ 32.93%
$18.44 - $23.76 $1.49K - $1.92K
327 $7K
GKOS
Glaukos Corp

Healthcare
29
+ 46.03%
$82.27 - $103.29 $2.39K - $3K
92 $9K
UEC
Uranium Energy Corp

Energy
378
+ 83.63%
$4.0 - $7.05 $1.51K - $2.66K
830 $5K
ALGT
Allegiant Travel CO

Industrials
47
+ 94.0%
$40.9 - $59.35 $1.92K - $2.79K
97 $5K
LITE
Lumentum Holdings Inc.

Technology
27
+ 300.0%
$49.56 - $95.06 $1.34K - $2.57K
36 $3K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
1
+ 0.23%
$75.06 - $87.96 $75.1 - $88
437 $38K
APEI
American Public Education Inc

Consumer Defensive
50
+ 113.64%
$21.99 - $30.46 $1.1K - $1.52K
94 $2K
KURA
Kura Oncology, Inc.

Healthcare
385
+ 96.98%
$5.55 - $6.92 $2.14K - $2.66K
782 $4K
AXSM
Axsome Therapeutics, Inc.

Healthcare
55
+ 21.24%
$95.65 - $116.49 $5.26K - $6.41K
314 $32K
TGS
Gas Transporter Of The South Inc

Energy
92
New
$21.74 - $31.88 $2K - $2.93K
92 $2K
FRBA
First Bank (Nj) Common Stock

Financial Services
137
+ 1370.0%
$12.86 - $15.49 $1.76K - $2.12K
147 $2K
NTLA
Intellia Therapeutics, Inc.

Healthcare
57
+ 14.07%
$6.28 - $9.67 $358 - $551
462 $4K
MRUS
Merus N.V.

Healthcare
31
+ 206.67%
$34.89 - $62.42 $1.08K - $1.94K
46 $2K
TEO
Telecom Argentina Sa

Communication Services
281
New
$8.77 - $11.4 $2.46K - $3.2K
281 $2K
SAM
Boston Beer CO Inc

Consumer Defensive
9
+ 450.0%
$187.06 - $249.73 $1.68K - $2.25K
11 $2K
COMP
Compass, Inc.

Technology
617
+ 85.69%
$5.8 - $8.98 $3.58K - $5.54K
1.34K $8K
SVM
Silvercorp Metals Inc

Basic Materials
188
+ 8.48%
$3.22 - $4.43 $605 - $833
2.4K $10K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
37
New
$38.28 - $61.65 $1.42K - $2.28K
37 $2K
VC
Visteon Corp

Consumer Cyclical
7
+ 6.36%
$67.04 - $94.19 $469 - $659
117 $10K
VET
Vermilion Energy Inc.

Energy
510
+ 24.19%
$5.43 - $8.24 $2.77K - $4.2K
2.62K $19K
JELD
Jeld Wen Holding, Inc.

Industrials
481
+ 168.77%
$3.36 - $6.09 $1.62K - $2.93K
766 $3K
PENN
Penn National Gaming Inc

Consumer Cyclical
78
+ 33.48%
$13.75 - $18.28 $1.07K - $1.43K
311 $5K
CRON
Cronos Group Inc.

Healthcare
1.1K
+ 578.95%
$1.62 - $2.14 $1.78K - $2.35K
1.29K $2K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
143
+ 21.67%
$22.66 - $26.12 $3.24K - $3.74K
803 $19K
APPN
Appian Corp

Technology
57
+ 36.77%
$25.77 - $33.13 $1.47K - $1.89K
212 $6K
AMOT
Allied Motion Technologies Inc

Technology
83
+ 112.16%
N/A
157 $4K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
198
+ 309.38%
$6.8 - $8.15 $1.35K - $1.61K
262 $2K
RBB
Rbb Bancorp

Financial Services
80
+ 200.0%
N/A
120 $2K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.26%
$55.86 - $68.61 $55.9 - $68.6
381 $26K
TREX
Trex CO Inc

Industrials
58
+ 41.13%
$50.52 - $61.77 $2.93K - $3.58K
199 $10K
PLL
Piedmont Lithium Inc.

Basic Materials
483
New
$5.34 - $8.91 $2.58K - $4.3K
483 $2K
APLD
Applied Blockchain, Inc.

Financial Services
199
New
$3.53 - $13.86 $702 - $2.76K
199 $2K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
50
New
$38.26 - $49.33 $1.91K - $2.47K
50 $2K
CXW
Core Civic, Inc.

Real Estate
93
+ 50.27%
$19.06 - $23.06 $1.77K - $2.14K
278 $5K
WNC
Wabash National Corp

Industrials
208
+ 59.6%
$6.91 - $11.2 $1.44K - $2.33K
557 $5K
ULH
Universal Logistics Holdings, Inc.

Industrials
76
+ 245.16%
$21.74 - $27.17 $1.65K - $2.06K
107 $2K
WY
Weyerhaeuser CO

Real Estate
298
+ 16.49%
$24.69 - $29.48 $7.36K - $8.79K
2.11K $54K
CEPU
Central Puerto S.A.

Utilities
197
New
$9.23 - $13.92 $1.82K - $2.74K
197 $2K
RCUS
Arcus Biosciences, Inc.

Healthcare
289
+ 1926.67%
$6.87 - $10.03 $1.99K - $2.9K
304 $2K
RDVT
Red Violet, Inc.

Technology
36
+ 65.45%
$34.9 - $50.36 $1.26K - $1.81K
91 $4K
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
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