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
Ge Healthcare Technologies Inc Common Stock
530
+ 25.31%
N/A
2.62K $0
IDVO
Amplify ETF Tr Intl Enhanced D
23.4K
+ 126.3%
N/A
42K $0
Disc Medicine Inc Com
10
New
N/A
10 $0
Pacer Us Large Cap Cash Cows Growth Leaders ETF
20.5K
+ 105.9%
N/A
39.8K $0
Genedx Holdings Corp Com Cl A
7
New
N/A
7 $0
Celestica Inc Com
6
+ 1.08%
N/A
562 $0
Vitesse Energy Inc Common Stock
45
+ 16.92%
N/A
311 $0
Primo Brands Corporation Class A Com Shs
51
+ 5.19%
N/A
1.03K $0
NECB
North East Community Bancorp, Inc.

Financial Services
15
+ 29.41%
$21.63 - $25.71 $324 - $386
66 $1K
Orchestra Biomed Hldgs Inc Com
5
New
N/A
5 $0
Unusual Whales Subversive Republican Trading ETF
39
+ 20.53%
N/A
229 $0
Unusual Whales Subversive Democratic Trading ETF
62
+ 35.23%
N/A
238 $0
Nextracker Inc Class A Com
72
+ 21.75%
N/A
403 $0
IDT
Idt Corp

Communication Services
1
New
$45.68 - $52.65 $45.7 - $52.7
1 $0
Mineralys Therapeutics Inc Com
16
New
N/A
16 $0
Lanzatech Global Inc Com
1.51K
New
N/A
1.51K $0
Intuitive Machines Inc Class A Com
40
+ 285.71%
N/A
54 $0
Perspective Therapeutics Inc Com New
21
New
N/A
21 $0
STRS
Stratus Properties Inc

Real Estate
2
New
$17.65 - $20.67 $35.3 - $41.3
2 $0
Enliven Therapeutics Inc Com
11
+ 550.0%
N/A
13 $0
Vanguard Short Term Tax Exempt Bond ETF
1.62K
+ 12.41%
N/A
14.6K $0
Ea Bridgeway Omni Small Cap Value ETF
21.5K
+ 3.72%
N/A
599K $0
Peakstone Realty Trust Common Shares
322
New
N/A
322 $0
Star Hldgs Shs Ben Int
222
+ 853.85%
N/A
248 $0
United Homes Group Inc Cl A
63
New
N/A
63 $0
Crane Company Common Stock
31
+ 43.06%
N/A
103 $0
Liberty Media Corp Del Com Lbty One S A
5
New
N/A
5 $0
WSBF
Waterstone Financial, Inc.

Financial Services
3
+ 1.06%
$12.11 - $14.75 $36.3 - $44.3
285 $3K
CADE
Cadence Bank

Financial Services
120
+ 13.73%
$29.1 - $35.93 $3.49K - $4.31K
994 $30K
Alti Global Inc Cl A
66
+ 388.24%
N/A
83 $0
EBF
Ennis, Inc.

Industrials
30
+ 28.85%
$19.39 - $21.71 $582 - $651
134 $2K
HSC
Harsco Corp

Industrials
25
New
N/A
25 $0
Kenvue Inc Com
2.23K
+ 44.46%
N/A
7.26K $0
Acelyrin Inc Com
96
New
N/A
96 $0
SXC
Sun Coke Energy, Inc.

Basic Materials
76
+ 19.59%
$8.95 - $10.57 $680 - $803
464 $4K
Talen Energy Corp Com
32
+ 213.33%
N/A
47 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
140
+ 15.27%
$30.79 - $38.48 $4.31K - $5.39K
1.06K $33K
VTOL
Bristow Group Inc.

Energy
10
+ 23.26%
$31.02 - $38.02 $310 - $380
53 $1K
Verastem Inc Com New
453
+ 5033.33%
N/A
462 $0
Knife River Corp Common Stock
90
+ 18.26%
N/A
583 $0
Ishares Flexible Income Active ETF
2.25K
+ 24.76%
N/A
11.4K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
527
New
N/A
527 $0
Fidelity Disruptive Communications ETF
130
New
N/A
130 $0
Fidelity Disruptive Technology ETF
65
New
N/A
65 $0
Offerpad Solutions Inc Com Cl A
6
+ 13.95%
N/A
49 $0
VHI
Valhi Inc

Basic Materials
1
New
$15.91 - $24.39 $15.9 - $24.4
1 $0
Ferrovial Se Ord Shs
246
+ 410.0%
N/A
306 $0
TRST
Trustco Bank Corp N Y

Financial Services
30
+ 3000.0%
$29.65 - $34.34 $890 - $1.03K
31 $0
NL
Nl Industries Inc

Industrials
4
+ 2.02%
$6.61 - $8.4 $26.4 - $33.6
202 $1K
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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