Ever Source Wealth Advisors, LLC Incresed Positions in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CDXS
Codexis, Inc.

Healthcare
235
+ 219.63%
$1.97 - $2.64 $463 - $620
342 $0
Anglogold Ashanti PLC Com Shs
1.73K
+ 106.18%
N/A
3.37K $0
MOGA
Moog Inc Cla
54
+ 30.68%
N/A
230 $0
OPRX
Optimize Rx Corp

Healthcare
6
+ 26.09%
$7.44 - $15.44 $44.6 - $92.6
29 $0
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
4
+ 13.33%
$72.42 - $87.18 $290 - $349
34 $2K
Armour Residential Reit Inc Com Shs
334
+ 34.22%
N/A
1.31K $0
REKR
Rekor Systems, Inc.

Technology
252
+ 387.69%
$0.68 - $1.6 $171 - $403
317 $0
GEFB
Greif, Inc. Cl B
134
+ 6700.0%
N/A
136 $0
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
891
+ 802.7%
$0.39 - $1.13 $347 - $1.01K
1K $0
BFA
Brown Forman Corp Cl A
960
+ 39.92%
N/A
3.37K $0
South Plains Financial Inc Com
286
+ 2383.33%
N/A
298 $0
CGSD
Capital Grp Core Plus Income E
20
+ 20.62%
N/A
117 $0
New York Mtg Tr Inc Com
1.83K
+ 574.53%
N/A
2.15K $0
LCNB
Lcnb Corp

Financial Services
9
+ 900.0%
$13.64 - $15.65 $123 - $141
10 $0
MXCT
Maxcyte, Inc.

Healthcare
339
+ 71.37%
$2.04 - $2.92 $692 - $990
814 $1K
SFYX
Tidal ETF Tr Sofi Next 500 ETF

ETFs
1
+ 1.33%
$11.83 - $14.93 $11.8 - $14.9
76 $1K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
2
+ 3.03%
$35.42 - $43.89 $70.8 - $87.8
68 $2K
RBBN
Ribbon Communications Inc.

Communication Services
85
+ 66.41%
$3.05 - $4.05 $259 - $344
213 $0
CTGO
Contango Ore, Inc.

Basic Materials
6
+ 50.0%
$9.54 - $21.3 $57.2 - $128
18 $0
PBFS
Pioneer Bancorp, Inc.

Financial Services
47
+ 276.47%
$11.03 - $12.53 $518 - $589
64 $0
NOVA
Sunnova Energy International Inc.

Technology
1.31K
+ 257.96%
$0.0 - $0.35 $0 - $460
1.82K $0
CTOS
Custom Truck One Source, Inc.

Industrials
54
+ 11.34%
$3.39 - $5.07 $183 - $274
530 $2K
ATEX
Anterix Inc.

Communication Services
6
+ 600.0%
$25.65 - $36.65 $154 - $220
7 $0
Diversified Energy Company PLC Shs New
182
+ 60.67%
N/A
482 $0
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
42
+ 113.51%
$2.29 - $10.9 $96.2 - $458
79 $0
Agenus Inc Com New
500
+ 146.63%
N/A
841 $0
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
117
+ 177.27%
$1.25 - $2.59 $146 - $303
183 $0
Mind Medicine Mindmed Inc Com New
34
+ 60.71%
N/A
90 $0
HBIO
Harvard Bioscience Inc

Healthcare
1.14K
+ 488.46%
$0.28 - $0.69 $320 - $789
1.38K $0
EVI
Evi Industries, Inc.

Industrials
2
+ 100.0%
$15.56 - $21.83 $31.1 - $43.7
4 $0
VEL
Velocity Financial, Inc.

Financial Services
22
+ 2200.0%
$16.3 - $19.22 $359 - $423
23 $0
Brookfield Infrastructure Corp Com Sub Vtg A
180
+ 29.75%
N/A
785 $0
KROS
Keros Therapeutics, Inc.

Healthcare
40
+ 400.0%
$9.55 - $15.11 $382 - $604
50 $0
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
150
+ 29.76%
$1.66 - $3.61 $249 - $542
654 $1K
GALT
Galectin Therapeutics Inc

Healthcare
141
+ 705.0%
$1.25 - $3.29 $176 - $464
161 $0
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
1
+ 2.08%
$13.21 - $14.85 $13.2 - $14.9
49 $0
EML
Eastern CO

Industrials
32
+ 3200.0%
$19.12 - $25.65 $612 - $821
33 $0
ALXO
Alx Oncology Holdings Inc

Healthcare
99
+ 18.68%
$0.41 - $0.61 $40.6 - $60.4
629 $0
Pgim Aaa Clo ETF
48.9K
+ 19.9%
N/A
295K $0
Coherent Corp Com
296
+ 70.48%
N/A
716 $0
ANNX
Annexon, Inc.

Healthcare
178
+ 240.54%
$1.38 - $2.73 $246 - $486
252 $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
543
+ 88.44%
N/A
1.16K $0
RXT
Rackspace Technology, Inc.

Technology
335
+ 246.32%
$1.03 - $1.73 $345 - $580
471 $0
BIGC
Big Commerce Holdings, Inc.

Technology
105
+ 38.6%
$4.77 - $5.91 $501 - $621
377 $1K
BFB
Brown Forman Corp Cl B
946
+ 34.48%
N/A
3.69K $0
RGCO
Rgc Resources Inc

Utilities
26
+ 866.67%
$20.27 - $22.92 $527 - $596
29 $0
AMCX
Amc Networks Inc.

Communication Services
3
+ 7.69%
$5.55 - $7.04 $16.7 - $21.1
42 $0
Maxeon Solar Technologies LTD Shs New
17
+ 1700.0%
N/A
18 $0
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6
+ 1.25%
$24.96 - $25.5 $150 - $153
485 $12K
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
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