Ever Source Wealth Advisors, LLC New Holdings in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CAPR
Capricor Therapeutics, Inc.

Healthcare
39
New
$9.49 - $16.11 $370 - $628
39 $0
BFLY
Butterfly Network, Inc.

Healthcare
300
New
$2.28 - $4.82 $684 - $1.45K
300 $0
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
109
New
$5.58 - $12.54 $608 - $1.37K
109 $0
Nebius Group N.V. Shs Class A
6
New
N/A
6 $0
CRDF
Cardiff Oncology, Inc.

Healthcare
2
New
$3.14 - $4.75 $6.28 - $9.5
2 $0
SLQT
Select Quote, Inc.

Financial Services
103
New
$3.34 - $6.05 $344 - $623
103 $0
PLRX
Pliant Therapeutics, Inc.

Healthcare
62
New
$1.35 - $13.53 $83.7 - $839
62 $0
Conduit Pharmaceuticals Inc Com New
737
New
N/A
737 $0
BKD
Brookdale Senior Living Inc.

Healthcare
66
New
$4.51 - $6.26 $298 - $413
66 $0
CLOV
Clover Health Investments, Corp.

Healthcare
35
New
$3.13 - $4.82 $110 - $169
35 $0
Pgim Aaa Clo ETF
246K
New
N/A
246K $0
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
116
New
$2.9 - $3.52 $336 - $408
116 $0
MVIS
Microvision, Inc.

Technology
202
New
N/A
202 $0
GLSI
Greenwich Life Sciences, Inc.

Healthcare
3
New
$9.54 - $13.43 $28.6 - $40.3
3 $0
Forge Global Holdings Inc Com Shs
624
New
N/A
624 $0
SST
System1, Inc.

Industrials
130
New
$0.37 - $0.94 $48.1 - $122
130 $0
SPIR
Spire Global, Inc.

Industrials
61
New
$8.09 - $20.78 $493 - $1.27K
61 $0
SES
Ses Ai Corp

Consumer Cyclical
819
New
$0.4 - $2.25 $328 - $1.84K
819 $0
INNV
Innov Age Holding Corp.

Healthcare
12
New
$2.98 - $3.98 $35.8 - $47.8
12 $0
Bridger Aerospace Grp Hldgs In Com
104
New
N/A
104 $0
PFIS
Peoples Financial Services Corp.

Financial Services
3
New
$44.47 - $53.7 $133 - $161
3 $0
TDUP
Thred Up Inc.

Consumer Cyclical
258
New
$1.28 - $2.97 $330 - $766
258 $0
DSGN
Design Therapeutics, Inc.

Healthcare
31
New
$3.68 - $6.66 $114 - $206
31 $0
ERNA
Eterna Therapeutics Inc. Commo
1.75K
New
N/A
1.75K $0
RSVR
Reservoir Media, Inc.

Communication Services
5
New
$7.25 - $8.54 $36.3 - $42.7
5 $0
GRPN
Groupon, Inc.

Communication Services
15
New
$9.77 - $18.83 $147 - $282
15 $0
MNTK
Montauk Renewables, Inc.

Utilities
29
New
$2.07 - $4.94 $60 - $143
29 $0
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
9
New
$3.76 - $6.39 $33.8 - $57.5
9 $0
Workhorse Group Inc Com New
3
New
N/A
3 $0
NOTE
Fiscal Note Holdings, Inc.

Technology
402
New
$0.81 - $1.93 $326 - $776
402 $0
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
4
New
$3.23 - $6.6 $12.9 - $26.4
4 $0
PCYG
Park City Group Inc

Technology
11
New
N/A
11 $0
Contextlogic Inc Cl A New
14
New
N/A
14 $0
Skillz Inc Com Cl A
20
New
N/A
20 $0
FC
Franklin Covey CO

Industrials
22
New
$27.62 - $38.75 $608 - $853
22 $0
MODV
Modiv Care Inc

Healthcare
485
New
$1.32 - $12.57 $640 - $6.1K
485 $0
LSEA
Landsea Homes Corp

Real Estate
135
New
$6.38 - $8.75 $861 - $1.18K
135 $0
QIPT
Quipt Home Medical Corp.

Healthcare
8
New
$2.28 - $3.26 $18.2 - $26.1
8 $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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