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
Waldencast PLC Class A Ord Shs
13
New
N/A
13 $0
Cellectar Biosciences Inc Com New
1.65K
New
N/A
1.65K $0
TSBK
Timberland Bancorp Inc

Financial Services
4
New
$28.5 - $32.04 $114 - $128
4 $0
Knightscope Inc Cl A New
87
New
N/A
87 $0
DLHC
Dlh Holdings Corp.

Industrials
2
New
$4.05 - $8.08 $8.1 - $16.2
2 $0
HLVX
Hille Vax, Inc.

Healthcare
8
New
$1.45 - $2.14 $11.6 - $17.1
8 $0
Jakks Pac Inc Com New
97
New
N/A
97 $0
PFHC
Pro Frac Holding Corp.

Energy
48
New
N/A
48 $0
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
105
New
$5.42 - $9.22 $569 - $968
105 $0
Roadzen Inc Ord Shs
15
New
N/A
15 $0
SSYS
Stratasys Ltd.

Technology
37
New
$8.58 - $12.85 $317 - $475
37 $0
Disc Medicine Inc Com
10
New
N/A
10 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
527
New
N/A
527 $0
Fidelity Disruptive Communications ETF
130
New
N/A
130 $0
Fidelity Disruptive Technology ETF
65
New
N/A
65 $0
VHI
Valhi Inc

Basic Materials
1
New
$15.91 - $24.39 $15.9 - $24.4
1 $0
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
251
New
$1.1 - $1.52 $276 - $382
251 $0
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
44
New
$1.45 - $3.08 $63.8 - $136
44 $0
FMNB
Farmers National Banc Corp

Financial Services
12
New
$12.8 - $14.51 $154 - $174
12 $0
III
Information Services Group Inc.

Technology
22
New
$2.98 - $4.0 $65.6 - $88
22 $0
Ramaco Res Inc Com Cl B
18
New
N/A
18 $0
Acelyrin Inc Com
96
New
N/A
96 $0
HSC
Harsco Corp

Industrials
25
New
N/A
25 $0
Liberty Media Corp Del Com Lbty One S A
5
New
N/A
5 $0
Genedx Holdings Corp Com Cl A
7
New
N/A
7 $0
Orchestra Biomed Hldgs Inc Com
5
New
N/A
5 $0
IDT
Idt Corp

Communication Services
1
New
$45.68 - $52.65 $45.7 - $52.7
1 $0
Mineralys Therapeutics Inc Com
16
New
N/A
16 $0
Lanzatech Global Inc Com
1.51K
New
N/A
1.51K $0
Perspective Therapeutics Inc Com New
21
New
N/A
21 $0
STRS
Stratus Properties Inc

Real Estate
2
New
$17.65 - $20.67 $35.3 - $41.3
2 $0
Peakstone Realty Trust Common Shares
322
New
N/A
322 $0
United Homes Group Inc Cl A
63
New
N/A
63 $0
Drilling Tools Intl Corp Com
27
New
N/A
27 $0
Airship Ai Hldgs Inc Com
6
New
N/A
6 $0
Virtus Seix Aaa Private Credit Clo ETF
3.02K
New
N/A
3.02K $0
Globalstar Inc Com New
57
New
N/A
57 $0
Outfront Media Inc Com New
288
New
N/A
288 $0
OBE
Obsidian Energy Ltd.

Energy
23
New
$4.93 - $6.11 $113 - $141
23 $0
Qiagen Nv Com Shs
796
New
N/A
796 $0
UGE
Proshares Ultra Consumer Goods
1.84K
New
N/A
1.84K $0
CZFS
Citizens Financial Services Inc

Financial Services
3
New
$55.78 - $65.06 $167 - $195
3 $0
CZNC
Citizens & Northern Corp

Financial Services
7
New
$18.14 - $22.36 $127 - $157
7 $0
LRMR
Larimar Therapeutics, Inc.

Healthcare
198
New
$2.15 - $4.18 $426 - $828
198 $0
OCUL
Ocular Therapeutix, Inc

Healthcare
38
New
$5.93 - $9.08 $225 - $345
38 $0
BWFG
Bankwell Financial Group, Inc.

Financial Services
5
New
$27.97 - $32.7 $140 - $164
5 $0
ACNB
Acnb Corp

Financial Services
6
New
$36.69 - $43.26 $220 - $260
6 $0
Kalaris Therapeutics Inc Com
30
New
N/A
30 $0
Vanguard 0 3 Month Treasury Bill ETF
8.75K
New
N/A
8.75K $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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