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
GOTU
Gaotu Techedu Inc.

Consumer Defensive
513
New
$1.88 - $3.99 $964 - $2.05K
513 $1K
CVAC
Cure Vac N.V.

Healthcare
666
New
$2.77 - $4.68 $1.84K - $3.12K
666 $1K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
107
New
$10.91 - $11.42 $1.17K - $1.22K
107 $1K
LAND
Gladstone Land Corp

Real Estate
96
New
$10.4 - $11.84 $998 - $1.14K
96 $1K
SLDB
Solid Biosciences Inc.

Healthcare
376
New
$2.88 - $6.47 $1.08K - $2.43K
376 $1K
PL
Planet Labs Pbc

Industrials
338
New
$3.38 - $6.49 $1.14K - $2.19K
338 $1K
NNOX
Nano X Imaging Ltd.

Healthcare
319
New
$5.0 - $9.97 $1.6K - $3.18K
319 $1K
TWI
Titan International Inc

Industrials
168
New
$6.59 - $9.22 $1.11K - $1.55K
168 $1K
INOD
Innodata Inc

Technology
39
New
$33.19 - $64.17 $1.29K - $2.5K
39 $1K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
69
New
$25.21 - $26.38 $1.74K - $1.82K
69 $1K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
25
New
$40.24 - $40.65 $1.01K - $1.02K
25 $1K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
126
New
N/A
126 $1K
TMP
Tompkins Financial Corp

Financial Services
26
New
$62.44 - $72.73 $1.62K - $1.89K
26 $1K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
38
New
$37.07 - $40.63 $1.41K - $1.54K
38 $1K
BAND
Bandwidth Inc.

Technology
113
New
$13.1 - $19.61 $1.48K - $2.22K
113 $1K
BORR
Borr Drilling LTD

Energy
799
New
$2.13 - $4.06 $1.7K - $3.24K
799 $1K
Neurogene Inc Com
18
New
N/A
18 $0
Lifezone Metals Limited Ord Shs
272
New
N/A
272 $0
Savers Value Vlg Inc Com
41
New
N/A
41 $0
Lexeo Therapeutics Inc Com
376
New
N/A
376 $0
FBMS
First Bancshares Inc

Financial Services
22
New
$32.86 - $38.98 $723 - $858
22 $0
Birkenstock Holding PLC Com Shs
151
New
N/A
151 $0
BHRB
Burke Herbert Finl Svcs Corp C
5
New
N/A
5 $0
Dimensional California Municipal Bond ETF
501
New
N/A
501 $0
WEYS
Weyco Group Inc

Consumer Cyclical
1
New
$28.88 - $37.07 $28.9 - $37.1
1 $0
Victoryshares Free Cash Flow ETF
53.6K
New
N/A
53.6K $0
Oddity Tech LTD Shs Cl A
147
New
N/A
147 $0
Yieldmax Coin Option Income Strategy ETF
5.08K
New
N/A
5.08K $0
Fidelity Enhanced International ETF
384
New
N/A
384 $0
Cervomed Inc Com
36
New
N/A
36 $0
Cargo Therapeutics Inc Com
64
New
N/A
64 $0
Diebold Nixdorf Inc Com Shs
9
New
N/A
9 $0
Sezzle Inc Com
12
New
N/A
12 $0
Return Stacked Global Stocks & Bonds ETF
84
New
N/A
84 $0
Dianthus Therapeutics Inc Com
13
New
N/A
13 $0
Franklin Income Focus ETF Income Focus ETF
169
New
N/A
169 $0
Prairie Oper CO Com
11
New
N/A
11 $0
Liberty Media Corp Del Com Lbty Liv S A
11
New
N/A
11 $0
Southland Hldgs Inc Com
32
New
N/A
32 $0
Taylor Devices Inc Com
6
New
N/A
6 $0
AMPX
Amprius Technologies, Inc.

Industrials
87
New
$1.78 - $3.84 $155 - $334
87 $0
OAIM
Unified Ser Tr Oneascent Intl
828
New
N/A
828 $0
AMZU
Direxion Shs ETF Tr Daily Amzn
200
New
N/A
200 $0
STXS
Stereotaxis, Inc.

Healthcare
100
New
$1.76 - $2.64 $176 - $264
100 $0
PEPG
Pep Gen Inc.

Healthcare
1
New
$1.21 - $3.83 $1.21 - $3.83
1 $0
NAMS
Newamsterdam Pharma CO Nv Shs
2
New
N/A
2 $0
Proshares Ultrapro Short Qqq
11.5K
New
N/A
11.5K $0
ATLC
Atlanticus Holdings Corp

Financial Services
2
New
$42.79 - $61.59 $85.6 - $123
2 $0
JGRO
J P Morgan Exchange Traded Fd
3.93K
New
N/A
3.93K $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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