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
Fibrobiologics Inc Com Shs
154
New
N/A
154 $0
Vanguard California Tax Exempt Bond ETF
251
New
N/A
251 $0
Alto Neuroscience Inc Com Shs
4
New
N/A
4 $0
Fractyl Health Inc Com
205
New
N/A
205 $0
Kyverna Therapeutics Inc Com
515
New
N/A
515 $0
Telomir Pharmaceuticals Inc Com
88
New
N/A
88 $0
STRW
Strawberry Fields Reit, Inc.
9
New
$10.28 - $12.6 $92.5 - $113
9 $0
Yieldmax Mstr Option Income Strategy ETF
100
New
N/A
100 $0
Pamt Corp Com
15
New
N/A
15 $0
PBPB
Potbelly Corp

Consumer Cyclical
14
New
$8.93 - $13.3 $125 - $186
14 $0
Telix Pharmaceutical LTD Sponsored Ads
137
New
N/A
137 $0
MOV
Movado Group Inc

Consumer Cyclical
37
New
$16.72 - $20.24 $619 - $749
37 $0
Middlefield Banc Corp Com New
4
New
N/A
4 $0
Eventide Us Market ETF
41.8K
New
N/A
41.8K $0
BAK
Braskem Sa

Basic Materials
225
New
$3.48 - $5.04 $783 - $1.13K
225 $0
Millrose Pptys Inc Com Cl A
1.77K
New
N/A
1.77K $0
Venture Global Inc Com Cl A
36
New
N/A
36 $0
Beta Bionics Inc Com
644
New
N/A
644 $0
Microstrategy Inc Series A Perp Pf
0
New
N/A
0 $0
Virtus Convertible & Inc Fd Ii Com New
700
New
N/A
700 $0
Camp4 Therapeutics Corp Com
16
New
N/A
16 $0
Upstream Bio Inc Com
135
New
N/A
135 $0
Bicara Therapeutics Inc Com
102
New
N/A
102 $0
Mbx Biosciences Inc Com
9
New
N/A
9 $0
Bkv Corp Com
25
New
N/A
25 $0
Bioage Labs Inc Com
36
New
N/A
36 $0
Guardian Pharmacy Svcs Inc Cl A
22
New
N/A
22 $0
Zenas Biopharma Inc Com
2
New
N/A
2 $0
Frontview Reit Inc Com
35
New
N/A
35 $0
Standardaero Inc Com
100
New
N/A
100 $0
Kindercare Learning Companies Com
240
New
N/A
240 $0
Ceribell Inc Com
46
New
N/A
46 $0
Ishares High Yield Muni Active ETF
113
New
N/A
113 $0
NKSH
National Bankshares Inc

Financial Services
2
New
$26.55 - $30.25 $53.1 - $60.5
2 $0
TCX
Tucows Inc

Technology
12
New
$14.67 - $20.27 $176 - $243
12 $0
BRT
Brt Apartments Corp.

Real Estate
8
New
$16.94 - $18.87 $136 - $151
8 $0
BELFA
Bel Fuse Inc

Technology
4
New
$72.06 - $89.82 $288 - $359
4 $0
HOFT
Hooker Furnishings Corp

Consumer Cyclical
81
New
$10.04 - $13.7 $813 - $1.11K
81 $0
CIX
Compx International Inc

Industrials
4
New
$20.72 - $26.76 $82.9 - $107
4 $0
Microbot Med Inc Com New
357
New
N/A
357 $0
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
44
New
$4.43 - $8.17 $195 - $359
44 $0
NGS
Natural Gas Services Group Inc

Energy
12
New
$20.78 - $29.35 $249 - $352
12 $0
QUAD
Quad/Graphics, Inc.

Industrials
99
New
$5.45 - $7.93 $540 - $785
99 $0
EPOL
Ishares Tr Msci Poland ETF

ETFs
10
New
$20.91 - $29.15 $209 - $292
10 $0
AQST
Aquestive Therapeutics, Inc.

Healthcare
144
New
$2.54 - $3.75 $366 - $540
144 $0
MYFW
First Western Financial Inc

Financial Services
5
New
$17.54 - $21.83 $87.7 - $109
5 $0
HFFG
Hf Foods Group Inc.

Consumer Defensive
49
New
$1.7 - $4.9 $83.3 - $240
49 $0
ILPT
Industrial Logistics Properties Trust

Real Estate
129
New
$3.39 - $4.05 $437 - $522
129 $0
ULH
Universal Logistics Holdings, Inc.

Industrials
31
New
$25.66 - $46.59 $795 - $1.44K
31 $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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email