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
Phinia Inc Common Stock
7
+ 1.3%
N/A
544 $0
HNRG
Hallador Energy CO

Energy
18
+ 1800.0%
$8.6 - $13.39 $155 - $241
19 $0
Liberty Media Corp Del Com Lbty Liv S C
22
+ 15.94%
N/A
160 $0
CMCL
Caledonia Mining Corp PLC

Basic Materials
25
+ 625.0%
$9.09 - $12.49 $227 - $312
29 $0
Avantis Moderate Allocation ETF
16
+ 11.11%
N/A
160 $0
Spyre Therapeutics Inc Com New
16
+ 200.0%
N/A
24 $0
AHH
Armada Hoffler Properties, Inc.

Real Estate
47
+ 24.48%
$7.5 - $10.2 $353 - $479
239 $1K
Dimensional Us Core Equity 1 ETF
16.2K
+ 13.1%
N/A
140K $0
Arm Holdings PLC Sponsored Ads
272
+ 468.97%
N/A
330 $0
Neumora Therapeutics Inc. Com
92
+ 3066.67%
N/A
95 $0
Klaviyo Inc Com Ser A
14
+ 70.0%
N/A
34 $0
Dimensional World Equity ETF
739
+ 9.97%
N/A
8.15K $0
Vestis Corporation Com Shs
913
+ 2226.83%
N/A
954 $0
Sovereigns Capital Flourish Fund
47.1K
+ 6.36%
N/A
787K $0
Lazard Inc Com
92
+ 53.49%
N/A
264 $0
Sinclair Inc Cl A
41
+ 18.3%
N/A
265 $0
Ncr Atleos Corporation Com Shs
43
+ 14.63%
N/A
337 $0
ULBI
Ultralife Corp

Industrials
2
+ 40.0%
$5.33 - $8.15 $10.7 - $16.3
7 $0
ATOS
Atossa Therapeutics, Inc.

Healthcare
73
+ 228.13%
$0.67 - $1.01 $48.9 - $73.7
105 $0
Tbg Dividend Focus ETF
11.5K
+ 100.67%
N/A
23K $0
NRC
National Research Corp

Healthcare
9
+ 112.5%
$12.8 - $18.73 $115 - $169
17 $0
Dimensional Global Ex Us Core Fixed Income ETF
5.23K
+ 24.84%
N/A
26.3K $0
Dimensional Global Credit ETF
4.72K
+ 18.66%
N/A
30K $0
Fidelity Enhanced Large Cap Core ETF
71
+ 37.97%
N/A
258 $0
Fidelity Enhanced Large Cap Value ETF
849
+ 39.99%
N/A
2.97K $0
Fidelity Enhanced Large Cap Growth ETF
11
+ 0.12%
N/A
9.47K $0
Fidelity Enhanced Small Cap ETF
6
+ 0.5%
N/A
1.2K $0
ENTA
Enanta Pharmaceuticals Inc

Healthcare
110
+ 366.67%
$4.82 - $8.49 $530 - $934
140 $0
Worthington Stl Inc Com Shs
169
+ 2112.5%
N/A
177 $0
Hut 8 Corp Com
39
+ 300.0%
N/A
52 $0
LENB
Lennar Corporation Cl B
12
+ 1200.0%
N/A
13 $0
Fidelity Wise Origin Bitcoin Fund
32.5K
+ 9.88%
N/A
362K $0
Ark 21 Shares Bitcoin ETF Ben Of Int
4.24K
+ 93.31%
N/A
8.78K $0
Franklin Bitcoin ETF
10
+ 333.33%
N/A
13 $0
Vaneck Bitcoin ETF
165
+ 106.45%
N/A
320 $0
Ishares Bitcoin Trust ETF
5.29K
+ 32.59%
N/A
21.5K $0
ESPR
Esperion Therapeutics, Inc.

Healthcare
152
+ 96.82%
$1.44 - $2.34 $219 - $356
309 $0
Cg Oncology Inc Com
138
+ 2300.0%
N/A
144 $0
LEU
Centrus Energy Corp

Energy
8
+ 266.67%
$62.21 - $119.74 $498 - $958
11 $0
Sable Offshore Corp Com Shs
44
+ 628.57%
N/A
51 $0
Solarmax Technology Inc Com Shs
133
+ 2216.67%
N/A
139 $0
Q32 Bio Inc Com
90
+ 4500.0%
N/A
92 $0
Inspire 500 ETF
1
+ 3.03%
N/A
34 $0
Solventum Corp Com Shs
62
+ 9.02%
N/A
749 $0
Ge Vernova Inc Com
598
+ 29.44%
N/A
2.63K $0
Proshares Ultra Bitcoin ETF
12.5K
+ 184.0%
N/A
19.3K $0
EXTR
Extreme Networks Inc

Technology
29
+ 8.1%
$13.23 - $17.49 $384 - $507
387 $5K
Contineum Therapeutics Inc Cl A
5
+ 166.67%
N/A
8 $0
HEIA
Heico Crp Cl A
72
+ 57.6%
N/A
197 $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
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