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
UIHC
United Insurance Holdings Corp.

Financial Services
33
+ 235.71%
N/A
47 $0
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
251
New
$1.1 - $1.52 $276 - $382
251 $0
INBK
First Internet Bancorp

Financial Services
2
+ 40.0%
$25.97 - $35.9 $51.9 - $71.8
7 $0
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
44
New
$1.45 - $3.08 $63.8 - $136
44 $0
FMNB
Farmers National Banc Corp

Financial Services
12
New
$12.8 - $14.51 $154 - $174
12 $0
VIRC
Virco Mfg Corporation

Consumer Cyclical
1
+ 6.67%
$9.3 - $11.69 $9.3 - $11.7
16 $0
Liberty Global LTD Com Cl A
48
+ 3.18%
N/A
1.56K $0
ATR
Aptargroup, Inc.

Healthcare
1
+ 1.14%
$141.7 - $159.83 $142 - $160
89 $13K
III
Information Services Group Inc.

Technology
22
New
$2.98 - $4.0 $65.6 - $88
22 $0
Ramaco Res Inc Com Cl B
18
New
N/A
18 $0
Flutter Entmt PLC Shs
117
+ 468.0%
N/A
142 $0
Drilling Tools Intl Corp Com
27
New
N/A
27 $0
Ispire Technology Inc Com
45
+ 450.0%
N/A
55 $0
Pimco Multisector Bond Active Exchange Traded Fund
88.7K
+ 113.06%
N/A
167K $0
2 X Bitcoin Strategy ETF
12.8K
+ 8916.78%
N/A
12.9K $0
Dimensional California Municipal Bond ETF
501
New
N/A
501 $0
Savers Value Vlg Inc Com
41
New
N/A
41 $0
Kodiak Gas Svcs Inc Com
70
+ 1000.0%
N/A
77 $0
Fortrea Hldgs Inc Common Stock
362
+ 30.02%
N/A
1.57K $0
Phinia Inc Common Stock
7
+ 1.3%
N/A
544 $0
Lifezone Metals Limited Ord Shs
272
New
N/A
272 $0
Franklin Income Focus ETF Income Focus ETF
169
New
N/A
169 $0
Oddity Tech LTD Shs Cl A
147
New
N/A
147 $0
HNRG
Hallador Energy CO

Energy
18
+ 1800.0%
$8.6 - $13.39 $155 - $241
19 $0
Victoryshares Free Cash Flow ETF
53.6K
New
N/A
53.6K $0
Liberty Media Corp Del Com Lbty Liv S C
22
+ 15.94%
N/A
160 $0
Liberty Media Corp Del Com Lbty Liv S A
11
New
N/A
11 $0
CMCL
Caledonia Mining Corp PLC

Basic Materials
25
+ 625.0%
$9.09 - $12.49 $227 - $312
29 $0
Yieldmax Coin Option Income Strategy ETF
5.08K
New
N/A
5.08K $0
Cervomed Inc Com
36
New
N/A
36 $0
Diebold Nixdorf Inc Com Shs
9
New
N/A
9 $0
Avantis Moderate Allocation ETF
16
+ 11.11%
N/A
160 $0
Sezzle Inc Com
12
New
N/A
12 $0
Spyre Therapeutics Inc Com New
16
+ 200.0%
N/A
24 $0
AHH
Armada Hoffler Properties, Inc.

Real Estate
47
+ 24.48%
$7.5 - $10.2 $353 - $479
239 $1K
Dianthus Therapeutics Inc Com
13
New
N/A
13 $0
WEYS
Weyco Group Inc

Consumer Cyclical
1
New
$28.88 - $37.07 $28.9 - $37.1
1 $0
Dimensional Us Core Equity 1 ETF
16.2K
+ 13.1%
N/A
140K $0
Arm Holdings PLC Sponsored Ads
272
+ 468.97%
N/A
330 $0
Neumora Therapeutics Inc. Com
92
+ 3066.67%
N/A
95 $0
Maplebear Inc Com
22
+ 13.92%
N/A
180 $0
Klaviyo Inc Com Ser A
14
+ 70.0%
N/A
34 $0
Dimensional World Equity ETF
739
+ 9.97%
N/A
8.15K $0
Vestis Corporation Com Shs
913
+ 2226.83%
N/A
954 $0
FBMS
First Bancshares Inc

Financial Services
22
New
$32.86 - $38.98 $723 - $858
22 $0
Sovereigns Capital Flourish Fund
47.1K
+ 6.36%
N/A
787K $0
Lazard Inc Com
92
+ 53.49%
N/A
264 $0
Birkenstock Holding PLC Com Shs
151
New
N/A
151 $0
Prairie Oper CO Com
11
New
N/A
11 $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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