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
NTIC
Northern Technologies International Corp

Basic Materials
14
New
$6.84 - $10.45 $95.8 - $146
14 $0
RGCO
Rgc Resources Inc

Utilities
26
+ 866.67%
$20.27 - $22.92 $527 - $596
29 $0
AMCX
Amc Networks Inc.

Communication Services
3
+ 7.69%
$5.55 - $7.04 $16.7 - $21.1
42 $0
Maxeon Solar Technologies LTD Shs New
17
+ 1700.0%
N/A
18 $0
CFFI
C & F Financial Corp

Financial Services
10
New
$56.01 - $69.2 $560 - $692
10 $0
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6
+ 1.25%
$24.96 - $25.5 $150 - $153
485 $12K
PRLD
Prelude Therapeutics Inc

Healthcare
139
+ 1544.44%
$0.61 - $1.18 $84.8 - $164
148 $0
CCCC
C4 Therapeutics, Inc.

Healthcare
277
+ 839.39%
$1.1 - $1.74 $305 - $482
310 $0
EVLV
Evolv Technologies Holdings, Inc.

Industrials
6
+ 5.94%
$2.85 - $6.24 $17.1 - $37.4
107 $0
STTK
Shattuck Labs, Inc.

Healthcare
104
+ 1300.0%
$0.73 - $1.3 $75.9 - $135
112 $0
Stem Inc Com New
95
New
N/A
95 $0
OSUR
Orasure Technologies Inc

Healthcare
98
+ 1960.0%
$2.46 - $3.37 $241 - $330
103 $0
Praxis Precision Medicines Inc Com New
7
+ 63.64%
N/A
18 $0
TC
Tuan Che LTD

Communication Services
1.15K
New
$0.53 - $0.91 $607 - $1.04K
1.15K $0
Root Inc Cl A New
1
+ 33.33%
N/A
4 $0
Lufax Holding LTD Sponsored Adr
552
New
N/A
552 $0
CDZI
Cadiz Inc

Utilities
135
New
$2.37 - $3.25 $320 - $439
135 $0
Atlassian Corporation Cl A
866
+ 88.91%
N/A
1.84K $0
AOSL
Alpha & Omega Semiconductor LTD

Technology
31
New
$16.25 - $25.8 $504 - $800
31 $0
GLSI
Greenwich Life Sciences, Inc.

Healthcare
29
+ 966.67%
$8.76 - $10.44 $254 - $303
32 $0
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
4
+ 44.44%
$3.06 - $5.62 $12.2 - $22.5
13 $0
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
117
+ 2925.0%
$2.51 - $4.79 $294 - $560
121 $0
ESCA
Escalade Inc

Consumer Cyclical
29
+ 290.0%
$13.4 - $16.52 $389 - $479
39 $0
PPBT
Purple Biotech Ltd.

Healthcare
16
New
$2.2 - $2.84 $35.2 - $45.4
16 $0
VVI
Viad Corp

Industrials
9
+ 33.33%
N/A
36 $1K
SKYH
Sky Harbour Group Corp

Industrials
27
+ 84.38%
$9.59 - $12.72 $259 - $343
59 $0
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
29
+ 145.0%
$11.02 - $16.09 $320 - $467
49 $0
MNTK
Montauk Renewables, Inc.

Utilities
145
+ 500.0%
$1.74 - $2.41 $252 - $349
174 $0
Opal Dividend Income ETF
117
New
N/A
117 $0
Noble Corp PLC Ord Shs A
2.32K
+ 819.08%
N/A
2.6K $0
DSP
Viant Technology Inc.

Technology
1
New
$11.98 - $16.04 $12 - $16
1 $0
System1 Inc Cl A Com
11
New
N/A
11 $0
Aptiv PLC Com Shs
2.15K
+ 523.11%
N/A
2.56K $0
Chargepoint Holdings Inc Com Shs
2.59K
New
N/A
2.59K $0
INNV
Innov Age Holding Corp.

Healthcare
26
+ 216.67%
$2.63 - $4.24 $68.4 - $110
38 $0
Ouster Inc Com New
240
+ 62.99%
N/A
621 $0
Aeva Technologies Inc Com New
3
+ 3.16%
N/A
98 $0
OLO
Olo Inc.

Technology
30
+ 16.39%
$5.84 - $9.7 $175 - $291
213 $1K
Bridger Aerospace Grp Hldgs In Com
348
+ 334.62%
N/A
452 $0
Zhihu Inc Sponsored Ads
257
New
N/A
257 $0
DSGN
Design Therapeutics, Inc.

Healthcare
204
+ 658.06%
$2.79 - $4.86 $569 - $991
235 $0
Ernexa Therapeutics Inc Com
116
New
N/A
116 $0
EWTX
Edgewise Therapeutics, Inc.

Healthcare
61
New
$11.42 - $20.13 $697 - $1.23K
61 $0
Paysafe Limited Shs
880
+ 4190.48%
N/A
901 $0
AFRI
Forafric Global PLC

Consumer Defensive
28
+ 280.0%
$7.72 - $8.76 $216 - $245
38 $0
VUSB
Vanguard Bd Index Fds
168
+ 0.93%
N/A
18.2K $0
SKYT
Sky Water Technology, Inc

Technology
58
+ 165.71%
$5.85 - $10.45 $339 - $606
93 $0
Pagaya Technologies LTD Cl A New
508
New
N/A
508 $0
SWIM
Latham Group, Inc.

Industrials
124
+ 1771.43%
$4.72 - $6.76 $585 - $838
131 $0
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email