Ever Source Wealth Advisors, LLC New Holdings in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ab High Yield ETF
72
New
N/A
72 $0
IPX
Iperion X Limited

Basic Materials
92
New
N/A
92 $0
Xperi Inc Common Stock
125
New
N/A
125 $0
THRD
Third Harmonic Bio, Inc.

Healthcare
50
New
$3.36 - $5.48 $168 - $274
50 $0
GEOS
Geospace Technologies Corp

Energy
16
New
N/A
16 $0
KITT
Nauticus Robotics Inc Com(De)
473
New
N/A
473 $0
TSLL
Direxion Shs ETF Tr Daily Tsla
123
New
N/A
123 $0
IONR
Ioneer LTD

Basic Materials
202
New
$2.51 - $3.95 $507 - $798
202 $0
ILAG
Intelligent Living Application Group Inc.

Industrials
15
New
$0.35 - $0.65 $5.25 - $9.75
15 $0
Saverone 2014 LTD Sponsored Ads
656
New
N/A
656 $0
SDRL
Seadrill Limited

Energy
1.6K
New
N/A
1.6K $0
NVCT
Nuvectis Pharma, Inc.

Healthcare
96
New
$7.47 - $10.96 $717 - $1.05K
96 $0
VERA
Vera Therapeutics, Inc.

Healthcare
6
New
$18.86 - $32.0 $113 - $192
6 $0
TLYS
Tilly'S, Inc.

Consumer Cyclical
29
New
$0.69 - $2.23 $20 - $64.7
29 $0
SLN
Silence Therapeutics PLC

Healthcare
10
New
$2.18 - $6.09 $21.8 - $60.9
10 $0
OABI
Omniab Inc Com
1.13K
New
N/A
1.13K $0
CGMS
Capital Grp Core Plus Income E
11.3K
New
N/A
11.3K $0
Hafnia LTD Shs
137
New
N/A
137 $0
Atlas Energy Solutions Inc Com New
1.84K
New
N/A
1.84K $0
Veon LTD Sponsored Ads
410
New
N/A
410 $0
Coya Therapeutics Inc Common Stock
129
New
N/A
129 $0
Structure Therapeutics Inc Sponsored Ads
170
New
N/A
170 $0
Quantasing Group LTD Ads
6.51K
New
N/A
6.51K $0
Pintec Technology Hldgs LTD Sponsored Ads
462
New
N/A
462 $0
Mediwound LTD Shs New
22
New
N/A
22 $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.8K
New
N/A
1.8K $0
51 Talk Online Education Group Sponsored Adr
520
New
N/A
520 $0
TFLR
T Rowe Price Exchange Traded F
2.38K
New
N/A
2.38K $0
Oneconnect Finl Technology CO Sponsored Ads
308
New
N/A
308 $0
Orrstown Finl Svcs Inc Com
428
New
N/A
428 $0
Ishares U.S. Thematic Rotation Active ETF
8.05K
New
N/A
8.05K $0
ATAT
Atour Lifestyle Holdings LTD
666
New
N/A
666 $0
Perimeter Solutions Inc Common Stock
3.01K
New
N/A
3.01K $0
CDRE
Cadre Holdings, Inc.

Industrials
13
New
$28.17 - $36.48 $366 - $474
13 $0
TRDA
Entrada Therapeutics, Inc.

Healthcare
7
New
$6.72 - $9.23 $47 - $64.6
7 $0
FSBC
Five Star Bancorp

Financial Services
22
New
$25.15 - $29.45 $553 - $648
22 $0
Pagaya Technologies LTD Cl A New
508
New
N/A
508 $0
EWTX
Edgewise Therapeutics, Inc.

Healthcare
61
New
$11.42 - $20.13 $697 - $1.23K
61 $0
Ernexa Therapeutics Inc Com
116
New
N/A
116 $0
Zhihu Inc Sponsored Ads
257
New
N/A
257 $0
Chargepoint Holdings Inc Com Shs
2.59K
New
N/A
2.59K $0
System1 Inc Cl A Com
11
New
N/A
11 $0
DSP
Viant Technology Inc.

Technology
1
New
$11.98 - $16.04 $12 - $16
1 $0
Opal Dividend Income ETF
117
New
N/A
117 $0
PPBT
Purple Biotech Ltd.

Healthcare
16
New
$2.2 - $2.84 $35.2 - $45.4
16 $0
AOSL
Alpha & Omega Semiconductor LTD

Technology
31
New
$16.25 - $25.8 $504 - $800
31 $0
CDZI
Cadiz Inc

Utilities
135
New
$2.37 - $3.25 $320 - $439
135 $0
TC
Tuan Che LTD

Communication Services
1.15K
New
$0.53 - $0.91 $607 - $1.04K
1.15K $0
Stem Inc Com New
95
New
N/A
95 $0
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
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