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
Sinclair Inc Cl A
41
+ 18.3%
N/A
265 $0
Ncr Atleos Corporation Com Shs
43
+ 14.63%
N/A
337 $0
BHRB
Burke Herbert Finl Svcs Corp C
5
New
N/A
5 $0
ULBI
Ultralife Corp

Industrials
2
+ 40.0%
$5.33 - $8.15 $10.7 - $16.3
7 $0
ATOS
Atossa Therapeutics, Inc.

Healthcare
73
+ 228.13%
$0.67 - $1.01 $48.9 - $73.7
105 $0
Lexeo Therapeutics Inc Com
376
New
N/A
376 $0
Tbg Dividend Focus ETF
11.5K
+ 100.67%
N/A
23K $0
NRC
National Research Corp

Healthcare
9
+ 112.5%
$12.8 - $18.73 $115 - $169
17 $0
Dimensional Global Ex Us Core Fixed Income ETF
5.23K
+ 24.84%
N/A
26.3K $0
Cargo Therapeutics Inc Com
64
New
N/A
64 $0
Fidelity Enhanced Large Cap Core ETF
71
+ 37.97%
N/A
258 $0
Fidelity Enhanced Large Cap Value ETF
849
+ 39.99%
N/A
2.97K $0
Fidelity Enhanced Large Cap Growth ETF
11
+ 0.12%
N/A
9.47K $0
Fidelity Enhanced International ETF
384
New
N/A
384 $0
Fidelity Enhanced Small Cap ETF
6
+ 0.5%
N/A
1.2K $0
ENTA
Enanta Pharmaceuticals Inc

Healthcare
110
+ 366.67%
$4.82 - $8.49 $530 - $934
140 $0
Worthington Stl Inc Com Shs
169
+ 2112.5%
N/A
177 $0
Hut 8 Corp Com
39
+ 300.0%
N/A
52 $0
Return Stacked Global Stocks & Bonds ETF
84
New
N/A
84 $0
Neurogene Inc Com
18
New
N/A
18 $0
Airship Ai Hldgs Inc Com
6
New
N/A
6 $0
LENB
Lennar Corporation Cl B
12
+ 1200.0%
N/A
13 $0
Fidelity Wise Origin Bitcoin Fund
32.5K
+ 9.88%
N/A
362K $0
Bitwise Bitcoin ETF Trust
190
New
N/A
190 $0
Ark 21 Shares Bitcoin ETF Ben Of Int
4.24K
+ 93.31%
N/A
8.78K $0
Franklin Bitcoin ETF
10
+ 333.33%
N/A
13 $0
Vaneck Bitcoin ETF
165
+ 106.45%
N/A
320 $0
Ishares Bitcoin Trust ETF
5.29K
+ 32.59%
N/A
21.5K $0
ESPR
Esperion Therapeutics, Inc.

Healthcare
152
+ 96.82%
$1.44 - $2.34 $219 - $356
309 $0
Cg Oncology Inc Com
138
+ 2300.0%
N/A
144 $0
LEU
Centrus Energy Corp

Energy
8
+ 266.67%
$62.21 - $119.74 $498 - $958
11 $0
Amer Sports Inc Com Shs
313
New
N/A
313 $0
Fibrobiologics Inc Com Shs
154
New
N/A
154 $0
Vanguard California Tax Exempt Bond ETF
251
New
N/A
251 $0
Alto Neuroscience Inc Com Shs
4
New
N/A
4 $0
Fractyl Health Inc Com
205
New
N/A
205 $0
Kyverna Therapeutics Inc Com
515
New
N/A
515 $0
Telomir Pharmaceuticals Inc Com
88
New
N/A
88 $0
Sable Offshore Corp Com Shs
44
+ 628.57%
N/A
51 $0
STRW
Strawberry Fields Reit, Inc.
9
New
$10.28 - $12.6 $92.5 - $113
9 $0
Yieldmax Mstr Option Income Strategy ETF
100
New
N/A
100 $0
Solarmax Technology Inc Com Shs
133
+ 2216.67%
N/A
139 $0
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
9
New
$16.1 - $18.9 $145 - $170
9 $0
Lenz Therapeutics Inc Com
2
New
N/A
2 $0
Q32 Bio Inc Com
90
+ 4500.0%
N/A
92 $0
Inspire 500 ETF
1
+ 3.03%
N/A
34 $0
Solventum Corp Com Shs
62
+ 9.02%
N/A
749 $0
Boundless Bio Inc Com
3
New
N/A
3 $0
Ge Vernova Inc Com
598
+ 29.44%
N/A
2.63K $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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