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
PWP
Perella Weinberg Partners

Financial Services
780
New
$15.45 - $19.88 $12.1K - $15.5K
780 $15K
VPG
Vishay Precision Group, Inc.

Technology
540
New
$19.2 - $28.25 $10.4K - $15.3K
540 $15K
KIO
Kkr Income Opportunities Fund

Financial Services
1.24K
New
$10.99 - $12.56 $13.6K - $15.5K
1.24K $15K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
13.7K
New
$0.87 - $1.19 $11.9K - $16.3K
13.7K $14K
EIC
Eagle Point Income CO Inc.

N/A
1.07K
New
$12.8 - $15.19 $13.7K - $16.3K
1.07K $14K
VIACA
Paramount Global

Communication Services
526
New
N/A
526 $14K
NBN
Northeast Bk Lewiston Me Com

Financial Services
160
New
$80.61 - $92.41 $12.9K - $14.8K
160 $14K
PGRE
Paramount Group, Inc.

Real Estate
2.27K
New
$3.94 - $6.6 $8.92K - $14.9K
2.27K $13K
ONTF
On24 Inc.

Technology
2.4K
New
$4.46 - $5.7 $10.7K - $13.7K
2.4K $13K
MMLG
First Tr Exc Viii First Multi

Technology
403
New
$24.32 - $33.64 $9.8K - $13.6K
403 $13K
TPC
Tutor Perini Corp

Industrials
271
New
$19.63 - $46.85 $5.32K - $12.7K
271 $12K
DSGR
Distribution Solutions Group, Inc.

Industrials
440
New
$24.17 - $28.6 $10.6K - $12.6K
440 $12K
DRH
Diamond Rock Hospitality CO

Real Estate
1.58K
New
$6.4 - $7.99 $10.1K - $12.6K
1.58K $12K
GLPG
Galapagos Nv

Healthcare
408
New
$23.04 - $29.2 $9.4K - $11.9K
408 $11K
BV
Bright View Holdings, Inc.

Industrials
669
New
$12.2 - $16.94 $8.16K - $11.3K
669 $11K
BBSI
Barrett Business Services Inc

Industrials
276
New
$38.05 - $42.61 $10.5K - $11.8K
276 $11K
ESRT
Empire State Realty Trust, Inc.

Real Estate
1.45K
New
$6.79 - $8.71 $9.87K - $12.7K
1.45K $11K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
380
New
$25.17 - $33.43 $9.56K - $12.7K
380 $11K
MOFG
Mid West One Financial Group, Inc.

Financial Services
402
New
$25.39 - $29.92 $10.2K - $12K
402 $11K
ALCO
Alico, Inc.

Consumer Defensive
336
New
$28.31 - $32.68 $9.51K - $11K
336 $10K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
515
New
$15.0 - $20.49 $7.73K - $10.6K
515 $10K
FLNG
Flex Lng Ltd.

Energy
471
New
$20.21 - $24.88 $9.52K - $11.7K
471 $10K
DAKT
Daktronics Inc

Technology
639
New
$11.31 - $16.03 $7.23K - $10.2K
639 $9K
BBAR
Banco Bbva Argentina S.A.

Financial Services
549
New
$14.94 - $22.35 $8.2K - $12.3K
549 $9K
BBDO
Banco Bradesco S.A.

Financial Services
3.63K
New
$1.86 - $2.73 $6.75K - $9.91K
3.63K $9K
OBT
Orange County Bancorp, Inc.

Financial Services
363
New
$21.34 - $26.92 $7.75K - $9.77K
363 $9K
ARKO
Arko Corp.

Consumer Cyclical
2.22K
New
$3.65 - $5.29 $8.11K - $11.8K
2.22K $9K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
378
New
$24.48 - $24.9 $9.25K - $9.41K
378 $9K
HLIO
Helios Technologies, Inc.

Industrials
271
New
$25.71 - $33.72 $6.97K - $9.14K
271 $9K
NEWT
Newtek Business Services Corp.

Financial Services
784
New
$9.54 - $12.17 $7.48K - $9.54K
784 $8K
KEN
Kenon Holdings Ltd.

Utilities
205
New
$27.64 - $41.55 $5.67K - $8.52K
205 $8K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
166
New
$43.45 - $49.4 $7.21K - $8.2K
166 $8K
CBL
Cbl & Associates Properties Inc

Real Estate
335
New
$22.42 - $27.27 $7.51K - $9.14K
335 $8K
IRS
Irsa Investments & Representations Inc

Industrials
536
New
$11.5 - $15.77 $6.16K - $8.45K
536 $7K
ONEW
One Water Marine Inc.

Consumer Cyclical
583
New
$12.06 - $17.03 $7.03K - $9.93K
583 $7K
LASR
Nlight, Inc.

Technology
360
New
$6.44 - $19.68 $2.32K - $7.08K
360 $7K
GB
Global Blue Group Holding Ag

Technology
872
New
$7.25 - $7.48 $6.32K - $6.52K
872 $6K
HEAR
Turtle Beach Corp

Technology
509
New
N/A
509 $6K
MTW
Manitowoc CO Inc

Industrials
580
New
$7.24 - $12.25 $4.2K - $7.11K
580 $6K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
107
New
$51.36 - $62.5 $5.5K - $6.69K
107 $6K
AORT
Artivion, Inc.

Healthcare
214
New
$22.19 - $31.19 $4.75K - $6.67K
214 $6K
RLX
Rlx Technology Inc.

Consumer Defensive
3.14K
New
$1.68 - $2.22 $5.28K - $6.98K
3.14K $6K
PPTA
Perpetua Resources Corp.

Basic Materials
538
New
$8.98 - $17.13 $4.83K - $9.22K
538 $6K
FXL
First Tr Exchange Traded Fd Fi

ETFs
43
New
$115.28 - $157.36 $4.96K - $6.77K
43 $6K
ECPG
Encore Capital Group Inc

Financial Services
134
New
$27.13 - $40.91 $3.64K - $5.48K
134 $5K
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
485
New
$9.07 - $13.78 $4.4K - $6.68K
485 $5K
RERE
At Renew Inc.

Consumer Cyclical
1.74K
New
$2.0 - $3.49 $3.48K - $6.07K
1.74K $5K
MOB
Mobilicom LTD

Technology
2.38K
New
$1.41 - $3.45 $3.35K - $8.2K
2.38K $5K
FNKO
Funko, Inc.

Consumer Cyclical
1.18K
New
$3.51 - $6.86 $4.15K - $8.11K
1.18K $5K
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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