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
Ul Solutions Inc Class A Com Shs
11
+ 1.6%
N/A
699 $0
Ibotta Inc Class A Com Shs
10
+ 333.33%
N/A
13 $0
Centuri Holdings Inc Com Shs
41
+ 205.0%
N/A
61 $0
Rubrik Inc. Cl A
13
+ 185.71%
N/A
20 $0
Viking Holdings LTD Ord Shs
11
+ 2.3%
N/A
489 $0
Nano Nuclear Energy Inc Com
44
+ 293.33%
N/A
59 $0
Veren Inc Com New
205
+ 3.44%
N/A
6.16K $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
9
+ 17.31%
$121.0 - $142.28 $1.09K - $1.28K
61 $7K
Life360 Inc Com
24
+ 133.33%
N/A
42 $0
Waystar Hldg Corp Com
29
+ 223.08%
N/A
42 $0
KFS
Kingsway Financial Services Inc

Consumer Cyclical
4
+ 13.79%
$7.29 - $8.38 $29.2 - $33.5
33 $0
Ab Short Duration High Yield ETF
20.3K
+ 82.18%
N/A
45.1K $0
SA
Seabridge Gold Inc

Basic Materials
14
+ 28.0%
$10.47 - $13.33 $147 - $187
64 $0
Grail Inc Com
326
+ 117.27%
N/A
604 $0
Tempus Ai Inc Cl A
340
+ 1307.69%
N/A
366 $0
TRS
Trimas Corp

Consumer Cyclical
16
+ 400.0%
$20.49 - $25.42 $328 - $407
20 $0
Webtoon Entmt Inc Com
10
+ 34.48%
N/A
39 $0
AAOI
Applied Optoelectronics, Inc.

Technology
8
+ 133.33%
$14.15 - $37.9 $113 - $303
14 $0
Smurfit Westrock PLC Shs
443
+ 9.93%
N/A
4.9K $0
Ardent Health Partners Inc Com
7
+ 350.0%
N/A
9 $0
Franklin Ethereum ETF
35
+ 350.0%
N/A
45 $0
Concentra Group Holdings Paren Common Stock
43
+ 8.79%
N/A
532 $0
MGNX
Macrogenics Inc

Healthcare
43
+ 195.45%
$1.26 - $3.49 $54.2 - $150
65 $0
PKOH
Park Ohio Holdings Corp

Industrials
3
+ 150.0%
$21.28 - $25.7 $63.8 - $77.1
5 $0
Siriusxm Holdings Inc Common Stock
788
+ 72.56%
N/A
1.87K $0
Sunrise Rlty Tr Inc Com
8
+ 23.53%
N/A
42 $0
HTBI
Home Trust Bancshares, Inc.

Financial Services
10
+ 66.67%
$31.6 - $37.91 $316 - $379
25 $0
Eventide High Dividend ETF
31.6K
+ 3769.77%
N/A
32.4K $0
Curbline Pptys Corp Com
9
+ 4.52%
N/A
208 $0
South Bow Corp Com
53
+ 11.6%
N/A
510 $0
BHR
Braemar Hotels & Resorts Inc.

Real Estate
9
+ 1.62%
$2.48 - $3.03 $22.3 - $27.3
563 $1K
Bunge Global Sa Com Shs
168
+ 67.74%
N/A
416 $0
Virtus Kar Mid Cap ETF
70
+ 7000.0%
N/A
71 $0
Amc Entmt Hldgs Inc Cl A New
26
+ 72.22%
N/A
62 $0
BFH
Bread Financial Holdings, Inc.

Financial Services
60
+ 23.72%
$46.51 - $65.07 $2.79K - $3.9K
313 $15K
Inovio Pharmaceuticals Inc Com Shs
5
+ 2.62%
N/A
196 $0
DCO
Ducommun Inc

Industrials
12
+ 33.33%
$56.57 - $69.9 $679 - $839
48 $2K
LMNR
Limoneira CO

Consumer Defensive
18
+ 120.0%
$17.36 - $25.05 $312 - $451
33 $0
GCI
Gannett Co., Inc.

Communication Services
242
+ 780.65%
$2.89 - $5.36 $699 - $1.3K
273 $0
INGN
Inogen Inc

Healthcare
27
+ 6.25%
$6.8 - $12.53 $184 - $338
459 $3K
DMRC
Digimarc Corp

Technology
15
+ 375.0%
$12.82 - $47.26 $192 - $709
19 $0
BWX
Spdr Bloomberg International T

ETFs
1
+ 0.39%
$20.94 - $22.04 $20.9 - $22
259 $5K
Natwest Group PLC Spons Adr
559
+ 10.84%
N/A
5.72K $0
AKBA
Akebia Therapeutics, Inc.

Healthcare
229
+ 1635.71%
$1.69 - $2.84 $387 - $650
243 $0
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
94
+ 127.03%
$1.06 - $2.12 $99.6 - $199
168 $0
CIO
City Office Reit, Inc.

Real Estate
36
+ 12.0%
$4.81 - $5.52 $173 - $199
336 $1K
SABR
Sabre Corp

Consumer Cyclical
230
+ 377.05%
$2.81 - $4.52 $646 - $1.04K
291 $0
BYLD
Ishares Tr Yield Optimized Bd
11
+ 0.18%
N/A
6.07K $0
FIVN
Five9, Inc.

Technology
13
+ 50.0%
$27.15 - $42.82 $353 - $557
39 $1K
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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