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
LOB
Live Oak Bancshares, Inc.

Financial Services
8
+ 133.33%
$23.17 - $30.04 $185 - $240
14 $0
IBRX
Immunity Bio, Inc.

Healthcare
43
+ 4.44%
$1.89 - $3.44 $81.3 - $148
1.01K $2K
ABUS
Arbutus Biopharma Corp

Healthcare
87
+ 106.1%
$2.88 - $3.61 $251 - $314
169 $0
Blackrock Inc Com
155
+ 21.74%
N/A
868 $0
ZYXI
Zynex Inc

Healthcare
156
+ 5200.0%
$1.66 - $2.61 $259 - $407
159 $0
ESSA
Essa Bancorp, Inc.

Financial Services
7
+ 700.0%
$17.12 - $19.56 $120 - $137
8 $0
KAI
Kadant Inc

Industrials
3
+ 50.0%
$286.24 - $350.17 $859 - $1.05K
9 $2K
SWKH
Swk Holdings Corp

Financial Services
19
+ 950.0%
$11.71 - $19.2 $222 - $365
21 $0
Gsk PLC Sponsored Adr
179
+ 7.84%
N/A
2.46K $0
NVCR
Novo Cure LTD

Healthcare
12
+ 19.35%
$15.37 - $19.4 $184 - $233
74 $1K
AVXL
Anavex Life Sciences Corp.

Healthcare
45
+ 136.36%
$7.37 - $9.63 $332 - $433
78 $0
PMTS
Cpi Card Group Inc.

Financial Services
21
+ 525.0%
$19.95 - $29.13 $419 - $612
25 $0
Oaktree Specialty Lending Corp Com
2
New
N/A
2 $0
FUSB
First Us Bancshares, Inc.

Financial Services
55
+ 2.61%
$12.5 - $13.5 $688 - $743
2.16K $27K
CLPR
Clipper Realty Inc.

Real Estate
4
+ 1.53%
$3.48 - $4.2 $13.9 - $16.8
266 $0
PWZ
Invesco California Amt Free Mu

ETFs
11
+ 0.9%
$22.71 - $24.18 $250 - $266
1.24K $28K
FSK
Fs Kkr Capital Corp

Financial Services
1
+ 0.01%
$17.95 - $21.5 $18 - $21.5
9.4K $195K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
96
+ 17.27%
$10.68 - $12.73 $1.03K - $1.22K
652 $6K
MPLX
Mplx LP

Energy
1
+ 0.11%
$46.68 - $53.89 $46.7 - $53.9
879 $45K
USAC
Usa Compression Partners, LP

Energy
3
+ 0.64%
$22.12 - $27.69 $66.4 - $83.1
475 $11K
SM
Sm Energy CO

Energy
196
+ 15.91%
$20.39 - $30.52 $4K - $5.98K
1.43K $35K
FENY
Fidelity Covington Tr Msci Ene

ETFs
3
+ 0.8%
$20.83 - $25.75 $62.5 - $77.3
379 $8K
RIG
Transocean Ltd.

Energy
176
+ 5.08%
$2.13 - $3.32 $375 - $584
3.64K $9K
MGEE
Mge Energy Inc

Utilities
8
+ 2.74%
$86.85 - $93.48 $695 - $748
300 $26K
HTGC
Hercules Capital, Inc.

Financial Services
1
+ 0.31%
$16.24 - $19.1 $16.2 - $19.1
322 $5K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
6
+ 0.23%
$35.4 - $41.9 $212 - $251
2.66K $108K
CABO
Cable One, Inc.

Communication Services
22
+ 78.57%
$126.05 - $276.15 $2.77K - $6.08K
50 $6K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2
+ 0.02%
$39.34 - $40.41 $78.7 - $80.8
12.9K $517K
ENR
Energizer Holdings, Inc.

Industrials
146
+ 28.46%
$19.83 - $29.97 $2.9K - $4.38K
659 $13K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
33
+ 2.37%
$6.07 - $8.61 $200 - $284
1.42K $9K
DRD
Drdgold LTD

Basic Materials
397
+ 10.13%
$12.96 - $17.16 $5.15K - $6.81K
4.32K $57K
TPL
Texas Pacific Land Corp

Energy
12
+ 21.43%
$1036.28 - $1430.55 $12.4K - $17.2K
68 $71K
MPW
Medical Properties Trust Inc

Real Estate
3.29K
+ 28.33%
$4.31 - $5.91 $14.2K - $19.4K
14.9K $64K
CRTO
Criteo S.A.

Communication Services
69
+ 11.96%
$23.48 - $35.65 $1.62K - $2.46K
646 $15K
GGAL
Grupo Financiero Galicia Sa

Financial Services
93
+ 4.0%
$45.31 - $64.39 $4.21K - $5.99K
2.42K $121K
NEOG
Neogen Corp

Healthcare
1.18K
+ 37.87%
$4.39 - $8.59 $5.16K - $10.1K
4.28K $20K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.14%
$105.87 - $130.56 $106 - $131
698 $83K
ERX
Direxion Daily Energy Bull 2 X

ETFs
250
+ 17.86%
$42.83 - $66.07 $10.7K - $16.5K
1.65K $84K
TAP
Molson Coors Beverage CO

Consumer Defensive
130
+ 12.33%
$47.24 - $62.46 $6.14K - $8.12K
1.18K $56K
AON
Aon PLC

Financial Services
89
+ 9.67%
$335.85 - $398.81 $29.9K - $35.5K
1.01K $359K
WU
Western Union CO

Financial Services
905
+ 9.31%
$8.37 - $10.63 $7.57K - $9.62K
10.6K $89K
MAPS
Wm Technology, Inc.

Technology
7
+ 0.01%
$0.88 - $1.29 $6.16 - $9.03
60.4K $54K
TMUS
T Mobile Us, Inc.

Communication Services
234
+ 9.43%
$220.99 - $268.54 $51.7K - $62.8K
2.72K $646K
HPQ
Hp Inc

Technology
330
+ 4.25%
$21.88 - $29.32 $7.22K - $9.68K
8.09K $197K
CAG
Conagra Brands Inc.

Consumer Defensive
2.07K
+ 20.96%
$20.4 - $26.78 $42.3K - $55.5K
12K $244K
KMB
Kimberly Clark Corp

Consumer Defensive
245
+ 6.38%
$126.84 - $145.22 $31.1K - $35.6K
4.09K $526K
HALO
Halozyme Therapeutics, Inc.

Healthcare
174
+ 6.93%
$47.91 - $70.14 $8.34K - $12.2K
2.69K $139K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
227
+ 8.87%
$99.37 - $134.05 $22.6K - $30.4K
2.79K $315K
CHE
Chemed Corp

Healthcare
83
+ 16.5%
$486.93 - $619.21 $40.4K - $51.4K
586 $285K
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
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