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
PKBK
Parke Bancorp, Inc.

Financial Services
8
New
$18.41 - $20.44 $147 - $164
8 $0
FNLC
First Bancorp, Inc

Financial Services
6
New
$24.51 - $27.11 $147 - $163
6 $0
WVE
Wave Life Sciences Ltd.

Healthcare
5
New
$8.08 - $13.51 $40.4 - $67.6
5 $0
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
15
New
$42.94 - $57.64 $644 - $865
15 $0
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
3
New
$232.04 - $277.41 $696 - $832
3 $0
CHDN
Churchill Downs Inc

Consumer Cyclical
4
New
$106.5 - $132.91 $426 - $532
4 $0
VYGR
Voyager Therapeutics, Inc.

Healthcare
155
New
$3.38 - $6.04 $524 - $936
155 $0
BHB
Bar Harbor Bankshares

Financial Services
3
New
$29.04 - $33.44 $87.1 - $100
3 $0
BCAL
Southern Calif Bancorp Com

Financial Services
8
New
$14.33 - $16.6 $115 - $133
8 $0
RYI
Ryerson Holding Corp

Industrials
35
New
$17.63 - $25.87 $617 - $905
35 $0
VALU
Value Line Inc

Financial Services
2
New
$34.05 - $53.62 $68.1 - $107
2 $0
BSBR
Banco Santander (Brasil) S.A.

Financial Services
57
New
$3.82 - $4.84 $218 - $276
57 $0
OMER
Omeros Corp

Healthcare
23
New
$7.04 - $11.21 $162 - $258
23 $0
Angi Inc Cl A New
8
New
N/A
8 $0
GCBC
Greene County Bancorp Inc

Financial Services
7
New
$22.01 - $27.41 $154 - $192
7 $0
Lithium Argentina Ag Com Shs
234
New
N/A
234 $0
RMNI
Rimini Street, Inc.

Technology
145
New
$2.53 - $4.07 $367 - $590
145 $0
MCB
Metropolitan Bank Holding Corp.

Financial Services
1
New
$52.53 - $65.79 $52.5 - $65.8
1 $0
Lightbridge Corp Com
49
New
N/A
49 $0
NRDY
Nerdy Inc.

Technology
570
New
$1.42 - $1.97 $809 - $1.12K
570 $0
DVAX
Dynavax Technologies Corp

Healthcare
64
New
$12.39 - $14.4 $793 - $922
64 $0
Direxion Daily 20 Year Treasury Bull 3 X Shares
1K
New
N/A
1K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
1.5K
New
N/A
1.5K $0
BCML
Bay Com Corp

Financial Services
5
New
$24.39 - $29.09 $122 - $145
5 $0
ITB
Ishares Tr

ETFs
10
New
$93.86 - $111.45 $939 - $1.11K
10 $0
NWFL
Norwood Financial Corp

Financial Services
2
New
$24.13 - $26.73 $48.3 - $53.5
2 $0
Ramaco Res Inc Com Cl A
14
New
N/A
14 $0
POWW
Ammo, Inc.

Industrials
186
New
$1.17 - $1.88 $218 - $350
186 $0
GNTY
Guaranty Bancshares Inc

Financial Services
1
New
$32.67 - $42.34 $32.7 - $42.3
1 $0
GRWG
Grow Generation Corp.

Consumer Cyclical
30
New
$0.97 - $1.82 $29.1 - $54.6
30 $0
SVRA
Savara Inc

Healthcare
74
New
$2.32 - $3.14 $172 - $232
74 $0
WOW
Wide Open West, Inc.

Communication Services
17
New
$4.13 - $5.13 $70.2 - $87.2
17 $0
MRSN
Mersana Therapeutics, Inc.

Healthcare
2.7K
New
$0.34 - $1.4 $917 - $3.78K
2.7K $0
BY
Byline Bancorp, Inc.

Financial Services
15
New
$25.9 - $30.22 $389 - $453
15 $0
VMD
Viemed Healthcare, Inc.

Healthcare
6
New
$7.2 - $8.43 $43.2 - $50.6
6 $0
PLBC
Plumas Bancorp

Financial Services
3
New
$41.9 - $48.2 $126 - $145
3 $0
IAUX
I 80 Gold Corp.
327
New
$0.53 - $0.83 $173 - $271
327 $0
MCG
Membership Collective Group Inc.

Consumer Cyclical
21
New
N/A
21 $0
TCRX
T Scan Therapeutics, Inc.

Healthcare
21
New
$1.35 - $3.12 $28.4 - $65.5
21 $0
EVLV
Evolv Technologies Holdings, Inc.

Industrials
101
New
$3.0 - $4.24 $303 - $428
101 $0
ABSI
Absci Corp

Healthcare
129
New
$2.51 - $5.82 $324 - $751
129 $0
GAMB
Gambling.Com Group LTD

Consumer Cyclical
24
New
$11.67 - $16.75 $280 - $402
24 $0
CRBU
Caribou Biosciences, Inc.

Healthcare
609
New
$0.88 - $1.88 $536 - $1.14K
609 $0
USCB
Uscb Financial Holdings, Inc.

Financial Services
1
New
$16.43 - $20.0 $16.4 - $20
1 $0
CADL
Candel Therapeutics, Inc.

Healthcare
38
New
$5.65 - $12.21 $215 - $464
38 $0
SCWO
374 Water Inc.

Industrials
121
New
$0.31 - $0.7 $37.5 - $84.7
121 $0
EWCZ
European Wax Center, Inc.

Consumer Defensive
44
New
$3.91 - $7.45 $172 - $328
44 $0
T1 Energy Inc Com New
8
New
N/A
8 $0
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
486
New
$1.1 - $1.9 $535 - $923
486 $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