Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLDD
Great Lakes Dredge & Dock Corp

Industrials
13
+ 4.15%
$10.53 - $12.27 $137 - $160
326 $3K
NVCR
Novo Cure LTD

Healthcare
13
+ 17.57%
$10.9 - $18.46 $142 - $240
87 $1K
Oaktree Specialty Lending Corp Com
518
+ 25900.0%
N/A
520 $0
NRIM
Northrim Bancorp Inc

Financial Services
32
+ 266.67%
$21.72 - $99.49 $695 - $3.18K
44 $0
RMR
Rmr Group Inc.

Real Estate
17
+ 1.38%
$15.46 - $17.72 $263 - $301
1.25K $19K
GIS
General Mills Inc

Consumer Defensive
262
+ 2.73%
$48.44 - $53.83 $12.7K - $14.1K
9.88K $497K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
850
+ 5.29%
$13.6 - $15.52 $11.6K - $13.2K
16.9K $247K
AUTL
Autolus Therapeutics PLC

Healthcare
101
+ 6.46%
$1.27 - $2.68 $128 - $271
1.67K $2K
BYND
Beyond Meat, Inc.

Consumer Defensive
2
+ 0.43%
$1.82 - $4.28 $3.64 - $8.56
472 $0
PAYS
Paysign, Inc.

Technology
89
+ 7.42%
$5.12 - $8.56 $456 - $762
1.29K $7K
BITO
Proshares Tr Bitcoin Strategy

ETFs
33
+ 4.69%
$18.74 - $23.05 $618 - $761
737 $14K
PTLO
Portillo'S Inc.

Consumer Cyclical
9
+ 8.82%
$6.06 - $12.32 $54.5 - $111
111 $0
BXSL
Blackstone Secured Lending Fund

Financial Services
45
+ 9.87%
$26.07 - $32.55 $1.17K - $1.46K
501 $13K
TROX
Tronox Holdings PLC

Basic Materials
413
+ 15.1%
$3.14 - $5.85 $1.3K - $2.42K
3.15K $12K
IDT
Idt Corp

Communication Services
2
+ 3.64%
$52.31 - $69.88 $105 - $140
57 $2K
RAMP
Live Ramp Holdings, Inc.

Technology
120
+ 14.93%
$25.76 - $34.2 $3.09K - $4.1K
924 $25K
SEMR
Se Mrush Holdings, Inc.

Technology
89
+ 15.37%
$7.08 - $10.0 $630 - $890
668 $4K
FRPT
Freshpet, Inc.

Consumer Defensive
102
+ 20.16%
$49.25 - $74.51 $5.02K - $7.6K
608 $33K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
49
+ 5.1%
$12.4 - $14.47 $608 - $709
1.01K $12K
OTIS
Otis Worldwide Corp

Industrials
371
+ 8.21%
$84.93 - $101.07 $31.5K - $37.5K
4.89K $446K
GLOB
Globant S.A.

Technology
21
+ 36.21%
$55.6 - $93.3 $1.17K - $1.96K
79 $4K
FRPH
Frp Holdings, Inc.

Real Estate
33
+ 4.53%
$24.3 - $27.49 $802 - $907
761 $18K
VIRT
Virtu Financial, Inc.

Financial Services
197
+ 25.92%
$34.87 - $45.12 $6.87K - $8.89K
957 $33K
TAP
Molson Coors Beverage CO

Consumer Defensive
27
+ 2.28%
$44.09 - $52.81 $1.19K - $1.43K
1.21K $54K
CNX
Cnx Resources Corp

Energy
10
+ 0.52%
$28.11 - $35.2 $281 - $352
1.94K $62K
OSCR
Oscar Health, Inc.

Healthcare
51
+ 3.65%
$13.42 - $20.45 $684 - $1.04K
1.45K $27K
EWCZ
European Wax Center, Inc.

Consumer Defensive
9
+ 0.72%
$3.72 - $5.8 $33.5 - $52.2
1.26K $5K
TEF
Telefonica S A

Communication Services
219
+ 1.05%
$5.01 - $5.71 $1.1K - $1.25K
21.1K $107K
NX
Quanex Building Products Corp

Industrials
105
+ 14.08%
$13.49 - $22.47 $1.42K - $2.36K
851 $12K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
135
+ 14.63%
$81.24 - $97.99 $11K - $13.2K
1.06K $87K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
6
+ 0.23%
$38.66 - $40.82 $232 - $245
2.67K $106K
CUZ
Cousins Properties Inc

Real Estate
8
+ 0.38%
$26.53 - $29.82 $212 - $239
2.11K $61K
GSHD
Goosehead Insurance, Inc.

Financial Services
103
+ 31.69%
$73.5 - $104.57 $7.57K - $10.8K
428 $31K
ZTS
Zoetis Inc.

Healthcare
175
+ 5.77%
$141.13 - $159.19 $24.7K - $27.9K
3.21K $469K
CHKP
Check Point Software Technologies LTD

Technology
27
+ 4.52%
$180.73 - $231.23 $4.88K - $6.24K
625 $129K
LBRDA
Liberty Broadband Corp

Communication Services
32
+ 21.33%
$58.06 - $100.28 $1.86K - $3.21K
182 $11K
COIN
Coinbase Global, Inc.

Technology
57
+ 3.24%
$297.99 - $419.78 $17K - $23.9K
1.82K $613K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
242
+ 3.44%
$5.32 - $6.82 $1.29K - $1.65K
7.28K $38K
MFC
Manulife Financial Corp

Financial Services
103
+ 1.04%
$29.9 - $32.34 $3.08K - $3.33K
9.99K $311K
KNSL
Kinsale Capital Group, Inc.

Financial Services
2
+ 1.96%
$415.15 - $489.89 $830 - $980
104 $44K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
66
+ 2.27%
$23.52 - $28.77 $1.55K - $1.9K
2.97K $78K
GWW
W.W. Grainger, Inc.

Industrials
18
+ 7.14%
$932.44 - $1059.49 $16.8K - $19.1K
270 $257K
CSCO
Cisco Systems, Inc.

Technology
315
+ 1.14%
$66.2 - $71.79 $20.9K - $22.6K
28.1K $1.92M
KEP
Korea Electric Power Corp

Utilities
1.16K
+ 6.76%
$12.94 - $14.82 $15K - $17.2K
18.3K $239K
MEI
Methode Electronics Inc

Technology
170
+ 5.5%
$6.16 - $10.39 $1.05K - $1.77K
3.26K $24K
SMR
Nuscale Power Corp

Industrials
52
+ 3.07%
$32.65 - $51.67 $1.7K - $2.69K
1.75K $62K
EXEL
Exelixis, Inc.

Healthcare
384
+ 5.1%
$36.22 - $46.25 $13.9K - $17.8K
7.92K $327K
AB
Alliancebernstein Holding L.P.

Financial Services
2
+ 0.08%
$37.76 - $42.88 $75.5 - $85.8
2.62K $100K
SMPL
Simply Good Foods CO

Consumer Defensive
17
+ 1.76%
$24.59 - $34.05 $418 - $579
984 $24K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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