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
AVNW
Aviat Networks, Inc.

Technology
21
New
$18.08 - $26.35 $380 - $553
21 $0
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
14
New
$8.03 - $11.5 $112 - $161
14 $0
CDLX
Cardlytics, Inc.

Communication Services
13
New
$1.81 - $3.9 $23.5 - $50.7
13 $0
SLP
Simulations Plus, Inc.

Healthcare
20
New
$24.0 - $37.01 $480 - $740
20 $0
BH
Biglari Holdings Inc.

Consumer Cyclical
3
New
$208.0 - $257.76 $624 - $773
3 $0
OBNK
Origin Bancorp, Inc.

Financial Services
30
New
N/A
30 $0
ENOB
Enochian Biosciences Inc

Healthcare
27
New
N/A
27 $0
ACCO
Acco Brands Corp

Industrials
81
New
$4.19 - $5.65 $339 - $458
81 $0
CHMG
Chemung Financial Corp

Financial Services
4
New
$44.8 - $53.98 $179 - $216
4 $0
SMID
Smith Midland Corp

Basic Materials
5
New
$31.07 - $44.55 $155 - $223
5 $0
PBFS
Pioneer Bancorp, Inc.

Financial Services
17
New
$10.84 - $12.04 $184 - $205
17 $0
ATEX
Anterix Inc.

Communication Services
1
New
$27.73 - $41.99 $27.7 - $42
1 $0
Diversified Energy Company PLC Shs New
300
New
N/A
300 $0
IGMS
Igm Biosciences, Inc.

Healthcare
337
New
$1.15 - $6.8 $388 - $2.29K
337 $0
CLDT
Chatham Lodging Trust

Real Estate
6
New
$7.13 - $8.89 $42.8 - $53.3
6 $0
CABA
Cabaletta Bio, Inc.

Healthcare
90
New
$1.39 - $2.74 $125 - $247
90 $0
APLT
Applied Therapeutics Inc.

Healthcare
68
New
$0.46 - $0.94 $31.3 - $63.9
68 $0
OVLY
Oak Valley Bancorp

Financial Services
7
New
$23.75 - $28.31 $166 - $198
7 $0
FFNW
First Financial Northwest, Inc.

Financial Services
7
New
$19.14 - $22.77 $134 - $159
7 $0
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
564
New
$1.4 - $2.67 $790 - $1.51K
564 $0
CBNK
Capital Bancorp Inc

Financial Services
8
New
$26.76 - $32.36 $214 - $259
8 $0
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1
New
$50.24 - $50.57 $50.2 - $50.6
1 $0
LCNB
Lcnb Corp

Financial Services
1
New
$14.32 - $15.76 $14.3 - $15.8
1 $0
KOD
Kodiak Sciences Inc.

Healthcare
22
New
$2.81 - $9.57 $61.8 - $211
22 $0
INMB
Inmune Bio, Inc.

Healthcare
9
New
$4.93 - $10.48 $44.4 - $94.3
9 $0
X4 Pharmaceuticals Inc Com New
30
New
N/A
30 $0
OPRX
Optimize Rx Corp

Healthcare
23
New
$4.14 - $9.47 $95.2 - $218
23 $0
REKR
Rekor Systems, Inc.

Technology
65
New
$0.89 - $2.63 $57.9 - $171
65 $0
IHRT
I Heart Media, Inc.

Communication Services
597
New
$1.47 - $2.42 $878 - $1.44K
597 $0
TRVI
Trevi Therapeutics, Inc.

Healthcare
10
New
$3.66 - $6.81 $36.6 - $68.1
10 $0
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
111
New
$0.45 - $0.72 $50 - $79.9
111 $0
South Plains Financial Inc Com
12
New
N/A
12 $0
CGSD
Capital Grp Core Plus Income E
97
New
N/A
97 $0
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
66
New
$1.55 - $2.73 $102 - $180
66 $0
UFI
Unifi Inc

Consumer Cyclical
200
New
$4.69 - $6.33 $938 - $1.27K
200 $0
EBS
Emergent Bio Solutions Inc.

Healthcare
86
New
$4.66 - $11.66 $401 - $1K
86 $0
ATLO
Ames National Corp

Financial Services
14
New
$16.11 - $18.81 $226 - $263
14 $0
MFIN
Medallion Financial Corp

Financial Services
1
New
$7.97 - $9.61 $7.97 - $9.61
1 $0
Cartesian Therapeutics Inc Com New
12
New
N/A
12 $0
SB
Safe Bulkers, Inc.

Industrials
6
New
$3.31 - $3.9 $19.9 - $23.4
6 $0
FDVV
Fidelity High Dividend ETF

ETFs
11
New
$48.86 - $52.28 $537 - $575
11 $0
SD
Sandridge Energy Inc

Energy
3
New
$10.94 - $12.67 $32.8 - $38
3 $0
PVBC
Provident Bancorp, Inc.

Financial Services
3
New
$10.61 - $12.74 $31.8 - $38.2
3 $0
TUSK
Mammoth Energy Services, Inc.

Industrials
4
New
$1.97 - $3.38 $7.88 - $13.5
4 $0
HONE
Harbor One Bancorp, Inc.

Financial Services
23
New
$10.37 - $12.54 $239 - $288
23 $0
FRBA
First Bank (Nj) Common Stock

Financial Services
10
New
$13.07 - $15.69 $131 - $157
10 $0
FCVT
First Tr Exchange Traded Fd Iv

ETFs
19
New
$34.79 - $38.36 $661 - $729
19 $0
TV
Grupo Televisa, S.A.B.

Communication Services
480
New
$1.68 - $2.17 $806 - $1.04K
480 $0
RDNT
Rad Net, Inc.

Healthcare
9
New
$45.92 - $72.75 $413 - $655
9 $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