Ever Source Wealth Advisors, LLC Reduced Holdings in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LADR
Ladder Capital Corp

Real Estate
-595
- 40.95%
$10.81 - $11.87 $6.43K - $7.06K
858 $9K
BMBL
Bumble Inc.

Technology
-398
- 27.22%
$4.3 - $8.64 $1.71K - $3.44K
1.06K $4K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-166
- 85.57%
$32.96 - $44.43 $5.47K - $7.38K
28 $0
JJSF
J&J Snack Foods Corp

Consumer Defensive
-40
- 53.33%
$122.15 - $153.79 $4.89K - $6.15K
35 $4K
PHYL
Pgim ETF Tr

ETFs
-215
- 99.54%
$34.67 - $35.44 $7.45K - $7.62K
1 $0
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-45
- 2.05%
$21.0 - $24.67 $945 - $1.11K
2.16K $45K
ARW
Arrow Electronics Inc

Technology
-31
- 7.33%
$101.93 - $119.3 $3.16K - $3.7K
392 $40K
ALGT
Allegiant Travel CO

Industrials
-53
- 51.46%
$51.65 - $105.3 $2.74K - $5.58K
50 $2K
GTLB
Gitlab Inc.

Technology
-43
- 8.24%
$47.0 - $73.14 $2.02K - $3.15K
479 $22K
FIP
Ftai Infrastructure LLC
-2
- 0.07%
$4.53 - $8.41 $9.06 - $16.8
2.92K $13K
ONON
On Holding Ag

Consumer Cyclical
-15
- 2.68%
$43.92 - $63.62 $659 - $954
545 $23K
CACI
Caci International Inc

Technology
-16
- 43.24%
N/A
21 $8K
NOVT
Novanta Inc

Technology
-40
- 29.63%
N/A
95 $14K
LEG
Leggett & Platt Inc

Consumer Cyclical
-670
- 46.02%
$7.91 - $11.06 $5.3K - $7.41K
786 $6K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
-879
- 26.19%
$1.59 - $3.24 $1.4K - $2.85K
2.48K $3K
AMKR
Amkor Technology, Inc.

Technology
-58
- 8.12%
$18.06 - $26.73 $1.05K - $1.55K
656 $11K
HUBG
Hub Group, Inc.

Industrials
-62
- 11.99%
$36.53 - $46.48 $2.26K - $2.88K
455 $16K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-144
- 6.08%
$39.4 - $42.61 $5.67K - $6.14K
2.22K $89K
GES
Guess Inc

Consumer Cyclical
-345
- 45.34%
$9.27 - $14.23 $3.2K - $4.91K
416 $4K
SRI
Stoneridge Inc

Consumer Cyclical
-864
- 72.48%
$4.17 - $6.06 $3.6K - $5.24K
328 $1K
RDY
Dr Reddys Laboratories LTD

Healthcare
-57
- 3.06%
$12.53 - $15.81 $714 - $901
1.81K $23K
WING
Wingstop Inc.

Consumer Cyclical
-7
- 8.05%
$207.0 - $311.93 $1.45K - $2.18K
80 $18K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-86
- 63.7%
$38.82 - $64.98 $3.34K - $5.59K
49 $1K
VOYA
Voya Financial, Inc.

Financial Services
-88
- 53.66%
$65.1 - $75.67 $5.73K - $6.66K
76 $5K
FXI
Ishares Tr

ETFs
-200
- 59.7%
$28.65 - $38.55 $5.73K - $7.71K
135 $4K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-119
- 69.19%
$41.78 - $50.35 $4.97K - $5.99K
53 $2K
TFII
Tfi International Inc.

Industrials
-13
- 17.11%
$76.98 - $140.13 $1K - $1.82K
63 $4K
SNY
Sanofi

Healthcare
-491
- 16.83%
$48.15 - $59.42 $23.6K - $29.2K
2.43K $134K
TKR
Timken CO

Industrials
-91
- 72.22%
$69.85 - $83.79 $6.36K - $7.62K
35 $2K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-76
- 41.99%
$69.32 - $78.69 $5.27K - $5.98K
105 $7K
OGN
Organon & Co.

Healthcare
-419
- 6.54%
$14.29 - $16.41 $5.99K - $6.88K
5.99K $89K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-367
- 88.43%
$14.31 - $14.8 $5.25K - $5.43K
48 $0
LTC
Ltc Properties Inc

Real Estate
-165
- 43.19%
$33.46 - $36.14 $5.52K - $5.96K
217 $7K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-198
- 32.2%
$31.75 - $36.0 $6.29K - $7.13K
417 $14K
BHF
Brighthouse Financial, Inc.

Financial Services
-170
- 36.88%
$45.74 - $62.97 $7.78K - $10.7K
291 $16K
IBN
Icici Bank LTD

Financial Services
-903
- 6.72%
$27.55 - $31.67 $24.9K - $28.6K
12.5K $395K
ELY
Callaway Golf CO

Consumer Cyclical
-287
- 99.65%
N/A
1 $0
MCS
Marcus Corp

Communication Services
-92
- 12.8%
$15.89 - $22.25 $1.46K - $2.05K
627 $10K
GNMA
Ishares Gnma Bond ETF

ETFs
-134
- 12.88%
$42.17 - $44.04 $5.65K - $5.9K
906 $39K
AAL
American Airlines Group Inc.

Industrials
-469
- 12.42%
N/A
3.31K $36K
ICLR
Icon PLC

Healthcare
-16
- 24.62%
$174.99 - $222.58 $2.8K - $3.56K
49 $8K
SJNK
Spdr Bloomberg Short Term High

ETFs
-184
- 86.79%
$25.08 - $25.64 $4.61K - $4.72K
28 $0
CMC
Commercial Metals CO

Basic Materials
-34
- 3.88%
$43.22 - $53.05 $1.47K - $1.8K
842 $38K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-219
- 74.49%
$20.76 - $29.81 $4.55K - $6.53K
75 $1K
CHK
Chesapeake Energy Corp

Energy
-62
- 6.26%
N/A
929 $79K
SAIC
Science Applications International Corp

Technology
-41
- 6.11%
$95.77 - $119.82 $3.93K - $4.91K
630 $70K
MMI
Marcus & Millichap, Inc.

Real Estate
-112
- 44.98%
$33.94 - $39.48 $3.8K - $4.42K
137 $4K
SSL
Sasol LTD

Basic Materials
-944
- 32.03%
$4.07 - $5.4 $3.84K - $5.1K
2K $8K
ARGX
Argenx Se

Healthcare
-4
- 3.31%
$571.0 - $671.75 $2.28K - $2.69K
117 $69K
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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