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
Curbline Pptys Corp Com
9
+ 4.52%
N/A
208 $0
Zenas Biopharma Inc Com
2
New
N/A
2 $0
South Bow Corp Com
53
+ 11.6%
N/A
510 $0
Frontview Reit Inc Com
35
New
N/A
35 $0
Standardaero Inc Com
100
New
N/A
100 $0
Kindercare Learning Companies Com
240
New
N/A
240 $0
Ceribell Inc Com
46
New
N/A
46 $0
Upstream Bio Inc Com
135
New
N/A
135 $0
Camp4 Therapeutics Corp Com
16
New
N/A
16 $0
BHR
Braemar Hotels & Resorts Inc.

Real Estate
9
+ 1.62%
$2.48 - $3.03 $22.3 - $27.3
563 $1K
Telix Pharmaceutical LTD Sponsored Ads
137
New
N/A
137 $0
Virtus Kar Mid Cap ETF
70
+ 7000.0%
N/A
71 $0
MOV
Movado Group Inc

Consumer Cyclical
37
New
$16.72 - $20.24 $619 - $749
37 $0
Amc Entmt Hldgs Inc Cl A New
26
+ 72.22%
N/A
62 $0
Middlefield Banc Corp Com New
4
New
N/A
4 $0
BFH
Bread Financial Holdings, Inc.

Financial Services
60
+ 23.72%
$46.51 - $65.07 $2.79K - $3.9K
313 $15K
Inovio Pharmaceuticals Inc Com Shs
5
+ 2.62%
N/A
196 $0
Eventide Us Market ETF
41.8K
New
N/A
41.8K $0
BAK
Braskem Sa

Basic Materials
225
New
$3.48 - $5.04 $783 - $1.13K
225 $0
Millrose Pptys Inc Com Cl A
1.77K
New
N/A
1.77K $0
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
11
New
$10.75 - $16.2 $118 - $178
11 $0
Venture Global Inc Com Cl A
36
New
N/A
36 $0
Beta Bionics Inc Com
644
New
N/A
644 $0
Microstrategy Inc Series A Perp Pf
0
New
N/A
0 $0
Virtus Convertible & Inc Fd Ii Com New
700
New
N/A
700 $0
Ishares High Yield Muni Active ETF
113
New
N/A
113 $0
Virtus Seix Aaa Private Credit Clo ETF
3.02K
New
N/A
3.02K $0
Vanguard 0 3 Month Treasury Bill ETF
8.75K
New
N/A
8.75K $0
Sailpoint Inc Com
69
New
N/A
69 $0
Nexxen Intl LTD Spon Adr
159
New
N/A
159 $0
DCO
Ducommun Inc

Industrials
12
+ 33.33%
$56.57 - $69.9 $679 - $839
48 $2K
VSEC
Vse Corp

Industrials
7
New
$90.47 - $125.62 $633 - $879
7 $0
Sandisk Corp Com
1.11K
New
N/A
1.11K $0
ASUR
Asure Software Inc

Technology
15
New
$9.16 - $12.62 $137 - $189
15 $0
Smi 3 Fourteen Real Asset Allocation ETF
292K
New
N/A
292K $0
Proshares Ultrapro Short S&P500
5.23K
New
N/A
5.23K $0
Bitwise Bitcoin Standard Corporations ETF
30
New
N/A
30 $0
ACTG
Acacia Research Corp

Industrials
1
New
$3.2 - $4.44 $3.2 - $4.44
1 $0
Kalaris Therapeutics Inc Com
30
New
N/A
30 $0
ACNB
Acnb Corp

Financial Services
6
New
$36.69 - $43.26 $220 - $260
6 $0
LMNR
Limoneira CO

Consumer Defensive
18
+ 120.0%
$17.36 - $25.05 $312 - $451
33 $0
GCI
Gannett Co., Inc.

Communication Services
242
+ 780.65%
$2.89 - $5.36 $699 - $1.3K
273 $0
INGN
Inogen Inc

Healthcare
27
+ 6.25%
$6.8 - $12.53 $184 - $338
459 $3K
Globalstar Inc Com New
57
New
N/A
57 $0
DMRC
Digimarc Corp

Technology
15
+ 375.0%
$12.82 - $47.26 $192 - $709
19 $0
BWX
Spdr Bloomberg International T

ETFs
1
+ 0.39%
$20.94 - $22.04 $20.9 - $22
259 $5K
Natwest Group PLC Spons Adr
559
+ 10.84%
N/A
5.72K $0
AKBA
Akebia Therapeutics, Inc.

Healthcare
229
+ 1635.71%
$1.69 - $2.84 $387 - $650
243 $0
Outfront Media Inc Com New
288
New
N/A
288 $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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