Ever Source Wealth Advisors, LLC New Holdings in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RWK
Invesco Exchange Traded Fd Tr

ETFs
44.9K
New
$116.93 - $128.98 $5.25M - $5.79M
44.9K $5.62M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
10.9K
New
$20.24 - $21.27 $220K - $232K
10.9K $230K
TY
Tri Continental Corp

Financial Services
6.14K
New
$31.7 - $34.11 $195K - $209K
6.14K $208K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
7.34K
New
$26.51 - $27.85 $195K - $204K
7.34K $202K
LGO
Largo Inc.

Basic Materials
127K
New
$1.24 - $1.91 $157K - $242K
127K $189K
VV
Vanguard Large Cap ETF

ETFs
567
New
$285.05 - $309.14 $162K - $175K
567 $174K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
7.99K
New
$20.5 - $21.65 $164K - $173K
7.99K $172K
IWN
Ishares Russell2000 Val ETF

ETFs
972
New
$157.1 - $178.94 $153K - $174K
972 $171K
UGA
United States Gasoline Fund, LP

ETFs
1.92K
New
$61.18 - $66.21 $117K - $127K
1.92K $123K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
7.39K
New
$15.5 - $16.01 $115K - $118K
7.39K $117K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
11.2K
New
$10.01 - $10.55 $112K - $118K
11.2K $115K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
3.9K
New
$26.16 - $27.65 $102K - $108K
3.9K $107K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
3.9K
New
$26.05 - $27.27 $102K - $106K
3.9K $104K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
3.69K
New
$24.65 - $24.98 $90.9K - $92.2K
3.69K $92K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.97K
New
$40.51 - $44.74 $80K - $88.3K
1.97K $84K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
5K
New
$13.38 - $14.14 $66.9K - $70.7K
5K $70K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.25K
New
$14.94 - $16.82 $48.6K - $54.7K
3.25K $48K
OACP
Unified Ser Tr Oneascent Core

ETFs
1.89K
New
$22.56 - $23.26 $42.6K - $43.9K
1.89K $43K
FLCA
Franklin Templeton ETF Tr

ETFs
807
New
$41.39 - $45.67 $33.4K - $36.9K
807 $36K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.09K
New
$20.22 - $21.71 $22.1K - $23.7K
1.09K $23K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
754
New
$22.45 - $23.2 $16.9K - $17.5K
754 $17K
USRT
Ishares Core U.S. Reit ETF

ETFs
305
New
$55.64 - $59.37 $17K - $18.1K
305 $17K
TGEN
Tecogen Inc.

Industrials
2K
New
$5.78 - $9.68 $11.6K - $19.4K
2K $17K
NESR
National Energy Services Reunited Corp.

Energy
1.17K
New
$5.96 - $10.54 $6.97K - $12.3K
1.17K $12K
BWX
Spdr Bloomberg International T

ETFs
548
New
$22.58 - $23.5 $12.4K - $12.9K
548 $12K
IGOV
Ishares 1 3 International Trea

ETFs
267
New
$41.44 - $43.19 $11.1K - $11.5K
267 $11K
TSE
Trinseo PLC

Basic Materials
5.09K
New
$2.05 - $3.16 $10.4K - $16.1K
5.09K $11K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
280
New
$31.78 - $33.69 $8.9K - $9.43K
280 $9K
IJUL
Innovator Etfs Tr

ETFs
250
New
$31.5 - $32.72 $7.88K - $8.18K
250 $8K
DJD
Invesco Exchange Traded Fd Tr

ETFs
100
New
$52.86 - $55.4 $5.29K - $5.54K
100 $5K
MNKD
Mannkind Corp

Healthcare
1.01K
New
$3.42 - $5.74 $3.44K - $5.78K
1.01K $5K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
112
New
$42.75 - $43.37 $4.79K - $4.86K
112 $4K
AIRI
Air Industries Group

Industrials
977
New
$2.9 - $3.78 $2.83K - $3.69K
977 $3K
IFS
Intercorp Financial Services Inc.

Financial Services
80
New
$35.71 - $41.97 $2.86K - $3.36K
80 $3K
STRW
Strawberry Fields Reit, Inc.
273
New
$9.96 - $12.81 $2.72K - $3.5K
273 $3K
EMRAF
Emera Inc

Utilities
48
New
$45.39 - $46.03 $2.18K - $2.21K
48 $2K
SMMT
Summit Therapeutics Inc.

Healthcare
99
New
$17.61 - $30.02 $1.74K - $2.97K
99 $2K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
52
New
$36.93 - $40.55 $1.92K - $2.11K
52 $2K
IVR
Invesco Mortgage Capital Inc.

Real Estate
277
New
$7.23 - $8.07 $2K - $2.24K
277 $2K
BFLY
Butterfly Network, Inc.

Healthcare
1.5K
New
$1.33 - $2.17 $2K - $3.26K
1.5K $2K
ALLO
Allogene Therapeutics, Inc.

Healthcare
1.95K
New
$1.03 - $1.66 $2.01K - $3.24K
1.95K $2K
NXE
Nex Gen Energy Ltd.

Energy
255
New
$6.43 - $9.1 $1.64K - $2.32K
255 $2K
GOSS
Gossamer Bio, Inc.

Healthcare
468
New
$1.21 - $3.46 $566 - $1.62K
468 $1K
EXFY
Expensify, Inc.

Technology
688
New
$1.7 - $2.61 $1.17K - $1.8K
688 $1K
EHTH
E Health, Inc.

Financial Services
248
New
$3.21 - $4.76 $796 - $1.18K
248 $1K
OPEN
Opendoor Technologies Inc.

Real Estate
200
New
$0.56 - $10.52 $112 - $2.1K
200 $1K
IREN
Iris Energy LTD

Financial Services
28
New
$15.1 - $47.14 $423 - $1.32K
28 $1K
NVX
Novonix LTD

Industrials
910
New
$1.07 - $1.82 $974 - $1.66K
910 $1K
BRID
Bridgford Foods Corp

Consumer Defensive
172
New
$7.45 - $8.13 $1.28K - $1.4K
172 $1K
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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