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
Sailpoint Inc Com
69
New
N/A
69 $0
Nexxen Intl LTD Spon Adr
159
New
N/A
159 $0
VSEC
Vse Corp

Industrials
7
New
$90.47 - $125.62 $633 - $879
7 $0
Sandisk Corp Com
1.11K
New
N/A
1.11K $0
ASUR
Asure Software Inc

Technology
15
New
$9.16 - $12.62 $137 - $189
15 $0
Smi 3 Fourteen Real Asset Allocation ETF
292K
New
N/A
292K $0
Proshares Ultrapro Short S&P500
5.23K
New
N/A
5.23K $0
Bitwise Bitcoin Standard Corporations ETF
30
New
N/A
30 $0
ACTG
Acacia Research Corp

Industrials
1
New
$3.2 - $4.44 $3.2 - $4.44
1 $0
WLDN
Willdan Group, Inc.

Industrials
17
New
$30.88 - $43.06 $525 - $732
17 $0
QRHC
Quest Resource Holding Corp

Industrials
3
New
$2.6 - $6.47 $7.8 - $19.4
3 $0
CHCT
Community Healthcare Trust Inc

Real Estate
12
New
$17.91 - $20.4 $215 - $245
12 $0
RRBI
Red River Bancshares Inc

Financial Services
2
New
$49.45 - $59.53 $98.9 - $119
2 $0
AMEH
Apollo Medical Holdings, Inc.

Healthcare
11
New
N/A
11 $0
Seres Therapeutics Inc Com New
666
New
N/A
666 $0
ABUS
Arbutus Biopharma Corp

Healthcare
82
New
$3.06 - $3.59 $251 - $294
82 $0
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
18
New
$25.24 - $34.09 $454 - $614
18 $0
ESSA
Essa Bancorp, Inc.

Financial Services
1
New
$18.63 - $22.03 $18.6 - $22
1 $0
CBIO
Catalyst Biosciences, Inc.

Healthcare
22
New
N/A
22 $0
SWKH
Swk Holdings Corp

Financial Services
2
New
$15.75 - $17.61 $31.5 - $35.2
2 $0
AVXL
Anavex Life Sciences Corp.

Healthcare
33
New
$7.85 - $13.46 $259 - $444
33 $0
XBIT
X Biotech Inc.

Healthcare
13
New
$2.99 - $4.48 $38.9 - $58.2
13 $0
Skye Bioscience Inc Com New
5
New
N/A
5 $0
JYNT
Joint Corp

Healthcare
3
New
$10.03 - $12.82 $30.1 - $38.5
3 $0
TITN
Titan Machinery Inc.

Industrials
12
New
$13.64 - $19.31 $164 - $232
12 $0
FARO
Faro Technologies Inc

Technology
22
New
$24.56 - $32.48 $540 - $715
22 $0
LINC
Lincoln Educational Services Corp

Consumer Defensive
15
New
$14.44 - $18.55 $217 - $278
15 $0
UYM
Proshares Ultra Basic Material
1.4K
New
N/A
1.4K $0
Easterly Govt Pptys Inc Com Shs
358
New
N/A
358 $0
LWAY
Lifeway Foods, Inc.

Consumer Defensive
4
New
$19.69 - $24.91 $78.8 - $99.6
4 $0
Soleno Therapeutics Inc Com
8
New
N/A
8 $0
PWFL
Power Fleet, Inc.

Technology
88
New
N/A
88 $0
LWLG
Lightwave Logic, Inc.

Basic Materials
248
New
$1.01 - $2.42 $250 - $600
248 $0
PMTS
Cpi Card Group Inc.

Financial Services
4
New
$27.89 - $33.46 $112 - $134
4 $0
Bitwise Bitcoin ETF Trust
190
New
N/A
190 $0
Boundless Bio Inc Com
3
New
N/A
3 $0
Pacs Group Inc Com Shs
15
New
N/A
15 $0
Loar Holdings Inc Com Shs
14
New
N/A
14 $0
Silvaco Group Inc Com
96
New
N/A
96 $0
Proficient Auto Logistics Inc Com
26
New
N/A
26 $0
Serve Robotics Inc Com
500
New
N/A
500 $0
Qxo Inc Com New
46
New
N/A
46 $0
Oneascent Small Cap Core ETF
406
New
N/A
406 $0
Capital Group New Geography Equity ETF
48
New
N/A
48 $0
Capital Group International Core Equity ETF
607
New
N/A
607 $0
Lenz Therapeutics Inc Com
2
New
N/A
2 $0
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
9
New
$16.1 - $18.9 $145 - $170
9 $0
Amer Sports Inc Com Shs
313
New
N/A
313 $0
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
11
New
$10.75 - $16.2 $118 - $178
11 $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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