Ever Source Wealth Advisors, LLC Incresed Positions in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
F&G Annuities & Life Inc Common Stock
21
+ 4.55%
N/A
483 $0
YY
Joyy Inc.

Communication Services
4
+ 2.19%
$38.19 - $52.08 $153 - $208
187 $7K
Dimensional Global Real Estate ETF
138K
+ 238.45%
N/A
196K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
35
+ 2.16%
N/A
1.66K $0
PRDO
Perdoceo Education Corp

Consumer Defensive
11
+ 19.3%
$24.21 - $29.15 $266 - $321
68 $1K
Ge Healthcare Technologies Inc Common Stock
530
+ 25.31%
N/A
2.62K $0
IDVO
Amplify ETF Tr Intl Enhanced D
23.4K
+ 126.3%
N/A
42K $0
Pacer Us Large Cap Cash Cows Growth Leaders ETF
20.5K
+ 105.9%
N/A
39.8K $0
Celestica Inc Com
6
+ 1.08%
N/A
562 $0
Vitesse Energy Inc Common Stock
45
+ 16.92%
N/A
311 $0
NECB
North East Community Bancorp, Inc.

Financial Services
15
+ 29.41%
$21.63 - $25.71 $324 - $386
66 $1K
PNRG
Primeenergy Resources Corp

Energy
3
+ 300.0%
$183.2 - $233.96 $550 - $702
4 $0
Unusual Whales Subversive Republican Trading ETF
39
+ 20.53%
N/A
229 $0
Unusual Whales Subversive Democratic Trading ETF
62
+ 35.23%
N/A
238 $0
Nextracker Inc Class A Com
72
+ 21.75%
N/A
403 $0
Intuitive Machines Inc Class A Com
40
+ 285.71%
N/A
54 $0
Enliven Therapeutics Inc Com
11
+ 550.0%
N/A
13 $0
Vanguard Short Term Tax Exempt Bond ETF
1.62K
+ 12.41%
N/A
14.6K $0
Ea Bridgeway Omni Small Cap Value ETF
21.5K
+ 3.72%
N/A
599K $0
Star Hldgs Shs Ben Int
222
+ 853.85%
N/A
248 $0
Crane Company Common Stock
31
+ 43.06%
N/A
103 $0
WSBF
Waterstone Financial, Inc.

Financial Services
3
+ 1.06%
$12.11 - $14.75 $36.3 - $44.3
285 $3K
CADE
Cadence Bank

Financial Services
120
+ 13.73%
$29.1 - $35.93 $3.49K - $4.31K
994 $30K
Alti Global Inc Cl A
66
+ 388.24%
N/A
83 $0
EBF
Ennis, Inc.

Industrials
30
+ 28.85%
$19.39 - $21.71 $582 - $651
134 $2K
Kenvue Inc Com
2.23K
+ 44.46%
N/A
7.26K $0
SXC
Sun Coke Energy, Inc.

Basic Materials
76
+ 19.59%
$8.95 - $10.57 $680 - $803
464 $4K
Talen Energy Corp Com
32
+ 213.33%
N/A
47 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
140
+ 15.27%
$30.79 - $38.48 $4.31K - $5.39K
1.06K $33K
VTOL
Bristow Group Inc.

Energy
10
+ 23.26%
$31.02 - $38.02 $310 - $380
53 $1K
Verastem Inc Com New
453
+ 5033.33%
N/A
462 $0
Knife River Corp Common Stock
90
+ 18.26%
N/A
583 $0
Ishares Flexible Income Active ETF
2.25K
+ 24.76%
N/A
11.4K $0
Offerpad Solutions Inc Com Cl A
6
+ 13.95%
N/A
49 $0
Ferrovial Se Ord Shs
246
+ 410.0%
N/A
306 $0
TRST
Trustco Bank Corp N Y

Financial Services
30
+ 3000.0%
$29.65 - $34.34 $890 - $1.03K
31 $0
NL
Nl Industries Inc

Industrials
4
+ 2.02%
$6.61 - $8.4 $26.4 - $33.6
202 $1K
UIHC
United Insurance Holdings Corp.

Financial Services
33
+ 235.71%
N/A
47 $0
INBK
First Internet Bancorp

Financial Services
2
+ 40.0%
$25.97 - $35.9 $51.9 - $71.8
7 $0
VIRC
Virco Mfg Corporation

Consumer Cyclical
1
+ 6.67%
$9.3 - $11.69 $9.3 - $11.7
16 $0
Liberty Global LTD Com Cl A
48
+ 3.18%
N/A
1.56K $0
ATR
Aptargroup, Inc.

Healthcare
1
+ 1.14%
$141.7 - $159.83 $142 - $160
89 $13K
Jacobs Solutions Inc Com
227
+ 5.67%
N/A
4.23K $0
Flutter Entmt PLC Shs
117
+ 468.0%
N/A
142 $0
Ispire Technology Inc Com
45
+ 450.0%
N/A
55 $0
Pimco Multisector Bond Active Exchange Traded Fund
88.7K
+ 113.06%
N/A
167K $0
2 X Bitcoin Strategy ETF
12.8K
+ 8916.78%
N/A
12.9K $0
Kodiak Gas Svcs Inc Com
70
+ 1000.0%
N/A
77 $0
Fortrea Hldgs Inc Common Stock
362
+ 30.02%
N/A
1.57K $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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