Ever Source Wealth Advisors, LLC Incresed Positions in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMLR
Semler Scientific, Inc.

Healthcare
250
+ 50.0%
$28.89 - $45.11 $7.22K - $11.3K
750 $29K
USNA
Usana Health Sciences Inc

Consumer Defensive
376
+ 917.07%
$23.43 - $31.13 $8.81K - $11.7K
417 $12K
MKC
Mccormick & CO Inc

Consumer Defensive
450
+ 12.5%
$71.11 - $82.25 $32K - $37K
4.05K $307K
SXI
Standex International Corp

Industrials
71
+ 208.82%
$130.91 - $162.93 $9.29K - $11.6K
105 $16K
VPU
Vanguard Utilities ETF

ETFs
50
+ 15.38%
$158.36 - $178.82 $7.92K - $8.94K
375 $66K
AAON
Aaon, Inc.

Industrials
164
+ 96.47%
$71.78 - $106.87 $11.8K - $17.5K
334 $24K
PKE
Park Aerospace Corp

Industrials
800
+ 10000.0%
$12.21 - $14.77 $9.77K - $11.8K
808 $11K
VICR
Vicor Corp

Technology
251
+ 285.23%
$39.41 - $51.91 $9.89K - $13K
339 $15K
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
607
+ 4669.23%
$14.71 - $18.89 $8.93K - $11.5K
620 $11K
FNLC
First Bancorp, Inc

Financial Services
391
+ 6516.67%
$22.6 - $25.42 $8.84K - $9.94K
397 $10K
AROW
Arrow Financial Corp

Financial Services
361
+ 109.06%
$23.72 - $26.75 $8.56K - $9.66K
692 $18K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
763
+ 395.34%
$10.67 - $15.71 $8.14K - $12K
956 $12K
EXPI
Exp World Holdings, Inc.

Real Estate
2.05K
+ 14.78%
$7.46 - $9.89 $15.3K - $20.3K
15.9K $145K
CAE
Cae Inc

Industrials
75
+ 4.73%
$21.06 - $29.27 $1.58K - $2.2K
1.66K $48K
MOD
Modine Manufacturing CO

Consumer Cyclical
4
+ 0.94%
$69.3 - $105.57 $277 - $422
430 $42K
HBNC
Horizon Bancorp Inc

Financial Services
645
+ 308.61%
$12.92 - $15.88 $8.33K - $10.2K
854 $13K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
1.09K
+ 242.09%
$7.79 - $9.98 $8.47K - $10.8K
1.54K $14K
BL
Blackline, Inc.

Technology
177
+ 347.06%
$42.27 - $58.22 $7.48K - $10.3K
228 $12K
MBIN
Merchants Bancorp

Financial Services
306
+ 612.0%
$30.06 - $37.17 $9.2K - $11.4K
356 $11K
SNDR
Schneider National, Inc.

Industrials
404
+ 69.3%
$21.06 - $24.75 $8.51K - $10K
987 $23K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
95
+ 791.67%
$71.62 - $94.66 $6.8K - $8.99K
107 $10K
NMRK
Newmark Group, Inc.

Real Estate
820
+ 201.47%
$10.09 - $12.35 $8.27K - $10.1K
1.23K $14K
RC
Ready Capital Corp

Real Estate
2.33K
+ 333.19%
$4.13 - $5.15 $9.62K - $12K
3.03K $13K
IVT
Inven Trust Properties Corp.

Real Estate
418
+ 43.95%
$25.97 - $29.73 $10.9K - $12.4K
1.37K $37K
MUST
Columbia ETF Tr I Multi Sector

ETFs
525
+ 18.16%
$19.47 - $20.4 $10.2K - $10.7K
3.42K $68K
FXE
Invesco Currency Shares Euro Trust

ETFs
3
+ 0.3%
$99.56 - $108.79 $299 - $326
1K $109K
CSR
Centerspace

Real Estate
168
+ 1680.0%
$56.21 - $65.22 $9.44K - $11K
178 $10K
PLTK
Playtika Holding Corp.

Communication Services
2.12K
+ 91.51%
$4.51 - $5.44 $9.57K - $11.5K
4.44K $21K
COUR
Coursera, Inc.

Consumer Defensive
1.09K
+ 357.05%
$6.17 - $9.38 $6.72K - $10.2K
1.39K $12K
OWL
Blue Owl Capital Inc.

Financial Services
525
+ 77.55%
$15.9 - $21.16 $8.35K - $11.1K
1.2K $23K
CFLT
Confluent, Inc.

Technology
378
+ 96.68%
$19.44 - $24.93 $7.35K - $9.42K
769 $19K
DOCS
Doximity, Inc.

Healthcare
139
+ 36.2%
$50.71 - $61.34 $7.05K - $8.53K
523 $32K
STVN
Stevanato Group S.P.A.

Healthcare
356
+ 111.25%
$18.57 - $25.25 $6.61K - $8.99K
676 $16K
NUVL
Nuvalent, Inc.

Healthcare
130
+ 265.31%
$59.32 - $79.68 $7.71K - $10.4K
179 $13K
BROS
Dutch Bros Inc.

Consumer Cyclical
113
+ 34.98%
$51.37 - $73.72 $5.8K - $8.33K
436 $29K
WRBY
Warby Parker Inc.

Healthcare
442
+ 724.59%
$14.0 - $22.6 $6.19K - $9.99K
503 $11K
YELP
Yelp Inc

Communication Services
307
+ 142.13%
$32.56 - $40.93 $10K - $12.6K
523 $17K
PX
P10, Inc.

Financial Services
1.1K
+ 250.46%
$8.91 - $12.2 $9.77K - $13.4K
1.54K $15K
KIND
Nextdoor Holdings, Inc.

Communication Services
5.93K
+ 568.71%
$1.36 - $1.66 $8.06K - $9.84K
6.97K $11K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
271
+ 38.94%
$17.57 - $24.45 $4.76K - $6.63K
967 $23K
CIGI
Colliers International Group Inc.

Real Estate
63
+ 26.25%
$106.71 - $132.85 $6.72K - $8.37K
303 $39K
SSTK
Shutterstock, Inc.

Communication Services
546
+ 401.47%
$14.55 - $19.81 $7.94K - $10.8K
682 $12K
SLG
Sl Green Realty Corp

Real Estate
128
+ 19.39%
$47.9 - $65.94 $6.13K - $8.44K
788 $48K
ARCB
Arcbest Corp

Industrials
126
+ 109.57%
$56.73 - $77.01 $7.15K - $9.7K
241 $18K
MATV
Schweitzer Mauduit International Inc

Basic Materials
1.51K
+ 651.72%
$4.58 - $6.98 $6.92K - $10.6K
1.74K $11K
FIZZ
National Beverage Corp

Consumer Defensive
212
+ 232.97%
$41.45 - $46.54 $8.79K - $9.87K
303 $13K
ALG
Alamo Group Inc

Industrials
39
+ 139.29%
$158.47 - $219.45 $6.18K - $8.56K
67 $14K
NRZ
New Residential Investment Corp.

Real Estate
1.39K
+ 26.35%
N/A
6.65K $48K
OLP
One Liberty Properties Inc

Real Estate
425
+ 488.51%
$23.24 - $26.54 $9.88K - $11.3K
512 $12K
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