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
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
76
+ 194.87%
$6.0 - $7.54 $456 - $573
115 $0
LILA
Liberty Latin America Ltd.

Communication Services
37
+ 72.55%
$6.06 - $7.55 $224 - $279
88 $0
WASH
Washington Trust Bancorp Inc

Financial Services
32
+ 25.0%
$29.16 - $33.96 $933 - $1.09K
160 $4K
UEC
Uranium Energy Corp

Energy
103
+ 29.51%
$4.77 - $8.2 $491 - $845
452 $2K
OOMA
Ooma Inc

Communication Services
20
+ 2000.0%
$12.9 - $15.47 $258 - $309
21 $0
LOB
Live Oak Bancshares, Inc.

Financial Services
1
+ 20.0%
$26.57 - $41.33 $26.6 - $41.3
6 $0
PJT
Pjt Partners Inc.

Financial Services
10
+ 13.16%
$135.97 - $177.59 $1.36K - $1.78K
86 $11K
SMBK
Smartfinancial Inc.

Financial Services
23
+ 2.29%
$29.39 - $36.82 $676 - $847
1.03K $31K
CSWI
Csw Industrials, Inc.

Industrials
9
+ 24.32%
$283.77 - $396.86 $2.55K - $3.57K
46 $13K
MSGS
Madison Square Garden Sports Corp.

Communication Services
6
+ 9.68%
$185.75 - $223.33 $1.11K - $1.34K
68 $13K
AROW
Arrow Financial Corp

Financial Services
6
+ 1.85%
$25.65 - $27.88 $154 - $167
331 $8K
AZTA
Azenta, Inc.

Healthcare
35
+ 32.41%
$34.61 - $54.75 $1.21K - $1.92K
143 $4K
CLF
Cleveland Cliffs Inc.

Basic Materials
495
+ 10.35%
$8.22 - $12.02 $4.07K - $5.95K
5.28K $43K
ABR
Arbor Realty Trust Inc

Real Estate
171
+ 15.48%
$11.68 - $13.98 $2K - $2.39K
1.28K $14K
NTLA
Intellia Therapeutics, Inc.

Healthcare
135
+ 50.0%
$7.11 - $12.8 $960 - $1.73K
405 $2K
GMS
Gms Inc.

Industrials
2
+ 3.13%
$70.36 - $86.13 $141 - $172
66 $4K
CMA
Comerica Inc

Financial Services
25
+ 2.72%
$56.11 - $68.38 $1.4K - $1.71K
944 $55K
SIMO
Silicon Motion Technology Corp

Technology
10
+ 4.85%
$49.58 - $59.71 $496 - $597
216 $10K
PK
Park Hotels & Resorts Inc.

Real Estate
317
+ 27.61%
$10.68 - $14.19 $3.39K - $4.5K
1.47K $15K
VET
Vermilion Energy Inc.

Energy
158
+ 8.1%
$7.33 - $10.29 $1.16K - $1.63K
2.11K $17K
GPRK
Geo Park LTD

Energy
23
+ 3.5%
$7.56 - $11.4 $174 - $262
681 $5K
SMPL
Simply Good Foods CO

Consumer Defensive
39
+ 10.0%
$32.98 - $39.5 $1.29K - $1.54K
429 $14K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1K
+ 10.53%
$5.91 - $6.78 $5.91K - $6.78K
10.5K $62K
UMBF
Umb Financial Corp

Financial Services
10
+ 7.81%
$98.0 - $122.56 $980 - $1.23K
138 $13K
DNLI
Denali Therapeutics Inc.

Healthcare
135
+ 45.61%
$13.6 - $23.59 $1.84K - $3.18K
431 $5K
TTMI
Ttm Technologies Inc

Technology
94
+ 13.06%
$20.51 - $26.72 $1.93K - $2.51K
814 $16K
SMTC
Semtech Corp

Technology
29
+ 58.0%
$31.44 - $77.15 $912 - $2.24K
79 $2K
WHD
Cactus, Inc.

Energy
4
+ 10.53%
$43.48 - $63.78 $174 - $255
42 $1K
GME
Game Stop Corp.

Consumer Cyclical
87
+ 28.62%
$21.73 - $33.37 $1.89K - $2.9K
391 $8K
FRT
Federal Realty Investment Trust

Real Estate
71
+ 13.92%
$94.7 - $111.82 $6.72K - $7.94K
581 $56K
SAVA
Cassava Sciences Inc

Healthcare
52
+ 11.69%
$1.5 - $3.02 $78 - $157
497 $0
KW
Kennedy Wilson Holdings, Inc.

Real Estate
54
+ 4.04%
$8.61 - $10.05 $465 - $543
1.39K $12K
KBR
Kbr, Inc.

Industrials
2
+ 1.79%
$47.88 - $60.47 $95.8 - $121
114 $5K
AVO
Mission Produce, Inc.

Consumer Defensive
46
+ 20.26%
$9.76 - $14.18 $449 - $652
273 $2K
BRKR
Bruker Corp

Healthcare
498
+ 37.44%
$41.74 - $62.95 $20.8K - $31.3K
1.83K $76K
HOPE
Hope Bancorp Inc

Financial Services
180
+ 10.14%
$10.26 - $12.25 $1.85K - $2.21K
1.96K $20K
OWL
Blue Owl Capital Inc.

Financial Services
51
+ 8.15%
$18.49 - $26.68 $943 - $1.36K
677 $13K
HLLY
Holley Inc.

Consumer Cyclical
63
+ 2.14%
$2.4 - $3.18 $151 - $200
3K $7K
WEAV
Weave Communications, Inc.

Technology
9
+ 3.88%
$10.61 - $17.44 $95.5 - $157
241 $2K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
11
+ 7.14%
$218.17 - $305.86 $2.4K - $3.36K
165 $36K
CIGI
Colliers International Group Inc.

Real Estate
16
+ 7.14%
$118.9 - $145.92 $1.9K - $2.33K
240 $29K
RXO
Rxo, Inc.
5
+ 1.8%
$17.65 - $26.81 $88.3 - $134
283 $5K
UFPI
Ufp Industries Inc

Basic Materials
4
+ 1.42%
$103.91 - $118.67 $416 - $475
285 $30K
MATV
Schweitzer Mauduit International Inc

Basic Materials
38
+ 19.59%
$5.67 - $10.97 $215 - $417
232 $1K
PINC
Premier, Inc.

Healthcare
32
+ 4.7%
$17.46 - $23.0 $559 - $736
713 $13K
HLIT
Harmonic Inc

Technology
3
+ 1.59%
$9.42 - $13.55 $28.3 - $40.7
192 $1K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
1
+ 0.29%
$24.04 - $25.84 $24 - $25.8
347 $8K
CAMT
Camtek LTD

Technology
2
+ 7.41%
$58.63 - $107.14 $117 - $214
29 $1K
OCGN
Ocugen, Inc.

Healthcare
33
+ 2.64%
$0.52 - $0.9 $17.2 - $29.7
1.28K $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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