Ever Source Wealth Advisors, LLC New Holdings in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGQ
Pro Shares Trust Ii

ETFs
21.5K
New
$33.07 - $50.62 $709K - $1.09M
21.5K $1.02M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
26K
New
$23.66 - $29.99 $616K - $780K
26K $780K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
9.08K
New
$46.77 - $47.89 $424K - $435K
9.08K $430K
EMX
Emx Royalty Corp

Basic Materials
170K
New
$1.78 - $2.56 $303K - $435K
170K $428K
FNDA
Schwab Fundamental U S Small C

ETFs
11.1K
New
$23.85 - $28.69 $264K - $317K
11.1K $316K
SCO
Pro Shares Trust Ii

ETFs
15K
New
$14.87 - $22.99 $223K - $345K
15K $270K
TZA
Direxion Shs ETF Tr Direxion D

ETFs
21K
New
$11.86 - $24.41 $249K - $513K
21K $249K
MOTI
Vaneck Morningstar Internation

ETFs
7K
New
$30.01 - $34.75 $210K - $243K
7K $242K
FDL
First Tr Morningstar Dividend

ETFs
5.8K
New
$38.19 - $43.19 $222K - $251K
5.8K $242K
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.13K
New
$24.21 - $29.47 $148K - $181K
6.13K $180K
XCEM
Columbia ETF Tr Ii

ETFs
3.78K
New
$26.68 - $34.18 $101K - $129K
3.78K $129K
SLVP
Ishares Msci Global Silver And

ETFs
6.38K
New
$12.77 - $18.26 $81.5K - $116K
6.38K $113K
RING
Ishares Inc Msci Global Gold M

ETFs
2.28K
New
$34.72 - $45.62 $79.3K - $104K
2.28K $99K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
20K
New
$4.69 - $9.84 $93.8K - $197K
20K $93K
RAVI
Flexshares Tr Ready Access Var

ETFs
1.12K
New
$75.04 - $75.51 $84.1K - $84.6K
1.12K $84K
QDPL
Pacer Fds Tr Metaurus Us Large
1.5K
New
$32.46 - $39.77 $48.7K - $59.7K
1.5K $59K
YSG
Yatsen Holding LTD

Consumer Defensive
5.97K
New
$3.52 - $10.92 $21K - $65.2K
5.97K $57K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
860
New
$55.57 - $62.73 $47.8K - $53.9K
860 $53K
WLFC
Willis Lease Finance Corp

Industrials
377
New
$130.99 - $160.57 $49.4K - $60.5K
377 $53K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
1.63K
New
$30.29 - $33.43 $49.4K - $54.6K
1.63K $51K
LMAT
Lemaitre Vascular Inc

Healthcare
567
New
$77.89 - $92.6 $44.2K - $52.5K
567 $47K
LYTS
Lsi Industries Inc

Technology
2.77K
New
$14.31 - $17.43 $39.6K - $48.3K
2.77K $47K
BANR
Banner Corp

Financial Services
703
New
$56.51 - $65.42 $39.7K - $46K
703 $45K
AVIV
American Centy ETF Tr Avantis
640
New
$50.27 - $62.84 $32.2K - $40.2K
640 $39K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
9.58K
New
$3.62 - $4.01 $34.7K - $38.4K
9.58K $36K
SENEA
Seneca Foods Corp

Consumer Defensive
353
New
$82.54 - $101.43 $29.1K - $35.8K
353 $35K
TILE
Interface Inc

Consumer Cyclical
1.67K
New
$17.79 - $21.16 $29.7K - $35.3K
1.67K $34K
TGRW
T Rowe Price Exchange Traded F

Technology
801
New
$31.94 - $42.04 $25.6K - $33.7K
801 $33K
FSMD
Fidelity Covington Tr Small Mi

ETFs
787
New
$34.67 - $41.47 $27.3K - $32.6K
787 $32K
PHAR
Pharming Group N.V.

Healthcare
2.98K
New
$7.65 - $12.16 $22.8K - $36.2K
2.98K $31K
SHBI
Shore Bancshares Inc

Financial Services
1.99K
New
$11.78 - $15.72 $23.4K - $31.3K
1.99K $31K
MRC
Mrc Global Inc.

Energy
1.95K
New
$9.46 - $14.89 $18.4K - $29K
1.95K $26K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
264
New
$89.28 - $103.69 $23.6K - $27.4K
264 $26K
LPI
Laredo Petroleum, Inc.

Energy
522
New
N/A
522 $25K
ADAG
Adagene Inc.

Healthcare
11.3K
New
$1.39 - $2.09 $15.7K - $23.6K
11.3K $22K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
2.16K
New
N/A
2.16K $21K
IAUM
I Shares Gold Trust Micro

ETFs
619
New
$29.65 - $34.24 $18.4K - $21.2K
619 $20K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
688
New
$21.71 - $31.51 $14.9K - $21.7K
688 $20K
KUKE
Kuke Music Holding LTD

Communication Services
6.32K
New
$2.77 - $4.51 $17.5K - $28.5K
6.32K $19K
CPAC
Cementos Pacasmayo Saa

Basic Materials
3.21K
New
$5.1 - $6.0 $16.4K - $19.3K
3.21K $19K
NGD
New Gold Inc.

Basic Materials
3.91K
New
$2.98 - $4.95 $11.7K - $19.4K
3.91K $19K
TCBX
Third Coast Bancshares, Inc.

Financial Services
538
New
$27.48 - $33.21 $14.8K - $17.9K
538 $17K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
332
New
$33.46 - $53.52 $11.1K - $17.8K
332 $17K
PBRA
Petroleo Bras Ads (Ea Reptg 2
1.29K
New
N/A
1.29K $16K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
1.48K
New
$8.88 - $11.16 $13.1K - $16.5K
1.48K $16K
SRDX
Surmodics Inc

Healthcare
558
New
$26.76 - $31.1 $14.9K - $17.4K
558 $16K
AMPY
Amplify Energy Corp.

Energy
5.21K
New
$2.3 - $3.86 $12K - $20.1K
5.21K $16K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
1.06K
New
$12.34 - $14.3 $13K - $15.1K
1.06K $15K
GSBC
Great Southern Bancorp, Inc.

Financial Services
267
New
$50.54 - $59.35 $13.5K - $15.8K
267 $15K
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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