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
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
199
New
$42.36 - $43.8 $8.43K - $8.72K
199 $8K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
178
New
N/A
178 $8K
SKYY
First Trust Cloud Computing Et

ETFs
70
New
$102.23 - $131.18 $7.16K - $9.18K
70 $7K
THRM
Gentherm Inc

Consumer Cyclical
228
New
$26.74 - $40.76 $6.1K - $9.29K
228 $6K
HEZU
Ishares Currency Hedged Msci E

ETFs
164
New
$35.85 - $40.72 $5.88K - $6.68K
164 $6K
NVEE
Nv5 Global, Inc.

Industrials
351
New
$17.03 - $19.42 $5.98K - $6.82K
351 $6K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
249
New
$25.31 - $30.02 $6.3K - $7.47K
249 $6K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
131
New
$48.31 - $49.23 $6.33K - $6.45K
131 $6K
MGPI
Mgp Ingredients Inc

Consumer Defensive
203
New
$28.85 - $39.18 $5.86K - $7.95K
203 $5K
EWO
Ishares Inc Msci Austria ETF

ETFs
204
New
$20.67 - $26.81 $4.22K - $5.47K
204 $5K
HURN
Huron Consulting Group Inc.

Industrials
33
New
$121.09 - $152.46 $4K - $5.03K
33 $4K
ODP
Odp Corp

Consumer Cyclical
336
New
$14.31 - $24.81 $4.81K - $8.34K
336 $4K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
257
New
$16.57 - $18.85 $4.26K - $4.84K
257 $4K
MYE
Myers Industries Inc

Consumer Cyclical
402
New
$9.74 - $13.12 $3.92K - $5.27K
402 $4K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
526
New
$7.95 - $11.79 $4.18K - $6.2K
526 $4K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
32
New
$97.42 - $141.16 $3.12K - $4.52K
32 $3K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
61
New
$47.66 - $57.45 $2.91K - $3.5K
61 $3K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
400
New
$8.25 - $8.79 $3.3K - $3.52K
400 $3K
RMR
Rmr Group Inc.

Real Estate
230
New
$16.65 - $20.37 $3.83K - $4.69K
230 $3K
CLBT
Cellebrite Di Ltd.

Technology
170
New
$16.78 - $26.0 $2.85K - $4.42K
170 $3K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
72
New
$39.65 - $43.35 $2.85K - $3.12K
72 $3K
MDIV
First Trust Multi Asset Divers

ETFs
165
New
$16.02 - $16.68 $2.64K - $2.75K
165 $2K
CNOB
Connect One Bancorp, Inc.

Financial Services
99
New
$21.51 - $27.55 $2.13K - $2.73K
99 $2K
DHIL
Diamond Hill Investment Group Inc

Financial Services
16
New
$142.84 - $156.59 $2.29K - $2.51K
16 $2K
MASS
908 Devices Inc.

Healthcare
483
New
$1.98 - $4.58 $956 - $2.21K
483 $2K
AMOT
Allied Motion Technologies Inc

Technology
74
New
N/A
74 $2K
IBEX
Ibex LTD

Technology
83
New
$21.23 - $27.3 $1.76K - $2.27K
83 $2K
IMCR
Immunocore Holdings PLC

Healthcare
96
New
$28.21 - $33.0 $2.71K - $3.17K
96 $2K
HZO
Marinemax Inc

Consumer Cyclical
107
New
$21.5 - $32.37 $2.3K - $3.46K
107 $2K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
66
New
$40.55 - $48.43 $2.68K - $3.2K
66 $2K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
37
New
$67.16 - $87.51 $2.48K - $3.24K
37 $2K
CTOS
Custom Truck One Source, Inc.

Industrials
476
New
$4.02 - $5.42 $1.91K - $2.58K
476 $2K
GIC
Global Industrial CO

Industrials
112
New
$22.1 - $25.66 $2.48K - $2.87K
112 $2K
HOMB
Home Bancshares Inc

Financial Services
38
New
$27.23 - $31.23 $1.03K - $1.19K
38 $1K
ARIS
Aris Water Solutions, Inc.

Utilities
51
New
$23.34 - $33.33 $1.19K - $1.7K
51 $1K
ALLO
Allogene Therapeutics, Inc.

Healthcare
774
New
$1.4 - $2.84 $1.08K - $2.2K
774 $1K
AMPS
Altus Power, Inc.

Utilities
209
New
$3.31 - $4.96 $692 - $1.04K
209 $1K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
418
New
$2.21 - $4.48 $924 - $1.87K
418 $1K
AOMR
Angel Oak Mortgage, Inc.

Real Estate
126
New
$9.32 - $10.79 $1.17K - $1.36K
126 $1K
YORW
York Water CO

Utilities
45
New
$30.03 - $35.0 $1.35K - $1.58K
45 $1K
RCEL
Avita Medical, Inc.

Healthcare
156
New
$8.14 - $13.72 $1.27K - $2.14K
156 $1K
AEYE
Audioeye Inc

Technology
104
New
$10.97 - $20.27 $1.14K - $2.11K
104 $1K
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
33
New
$39.22 - $49.82 $1.29K - $1.64K
33 $1K
PDS
Precision Drilling Corp

Energy
26
New
$43.37 - $66.27 $1.13K - $1.72K
26 $1K
IREN
Iris Energy LTD

Financial Services
180
New
$6.07 - $13.18 $1.09K - $2.37K
180 $1K
ORGO
Organogenesis Holdings Inc.

Healthcare
252
New
$2.89 - $6.21 $728 - $1.56K
252 $1K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
118
New
$12.32 - $18.17 $1.45K - $2.14K
118 $1K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
36
New
$35.54 - $49.81 $1.28K - $1.79K
36 $1K
ETNB
89bio, Inc.

Healthcare
181
New
$6.18 - $11.66 $1.12K - $2.11K
181 $1K
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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