Ever Source Wealth Advisors, LLC Reduced Holdings in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Wk Kellogg CO Com Shs
-157
- 28.75%
N/A
389 $0
Verastem Inc Com New
-12
- 2.6%
N/A
450 $0
JHX
James Hardie Industries PLC

Basic Materials
-95
- 9.32%
$20.27 - $27.59 $1.93K - $2.62K
924 $24K
Ishares Flexible Income Active ETF
-3K
- 26.42%
N/A
8.35K $0
Dimensional Us Core Equity 1 ETF
-7.48K
- 5.36%
N/A
132K $0
Drilling Tools Intl Corp Com
-6
- 22.22%
N/A
21 $0
Ishares High Yield Muni Active ETF
-89
- 78.76%
N/A
24 $0
Bioage Labs Inc Com
-27
- 75.0%
N/A
9 $0
Bicara Therapeutics Inc Com
-24
- 23.53%
N/A
78 $0
Magnera Corp Com Shs
-19
- 73.08%
N/A
7 $0
Rb Global Inc Com
-371
- 0.55%
N/A
67.6K $0
MGNX
Macrogenics Inc

Healthcare
-18
- 27.69%
$1.06 - $1.79 $19.1 - $32.2
47 $0
Grayscale Ethereum Mini Trust ETF
-7
- 21.21%
N/A
26 $0
NVEE
Nv5 Global, Inc.

Industrials
-69
- 19.66%
$15.12 - $23.09 $1.04K - $1.59K
282 $6K
Ramaco Res Inc Com Cl A
-4
- 28.57%
N/A
10 $0
Pamt Corp Com
-4
- 26.67%
N/A
11 $0
Webtoon Entmt Inc Com
-13
- 33.33%
N/A
26 $0
Amentum Holdings Inc Com
-2.15K
- 58.54%
N/A
1.52K $0
Curbline Pptys Corp Com
-41
- 19.71%
N/A
167 $0
South Bow Corp Com
-100
- 19.61%
N/A
410 $0
PSEC
Prospect Capital Corp

Financial Services
-105
- 47.3%
$3.14 - $4.06 $330 - $426
117 $0
BAK
Braskem Sa

Basic Materials
-149
- 66.22%
$2.91 - $4.09 $434 - $609
76 $0
SSP
E.W. Scripps CO

Communication Services
-14
- 2.79%
$1.93 - $3.12 $27 - $43.7
487 $1K
Inovio Pharmaceuticals Inc Com Shs
-156
- 79.59%
N/A
40 $0
IDCC
Inter Digital, Inc.

Communication Services
-11
- 7.38%
$183.37 - $234.7 $2.02K - $2.58K
138 $30K
Telix Pharmaceutical LTD Sponsored Ads
-70
- 51.09%
N/A
67 $0
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-1
- 5.26%
$32.51 - $38.81 $32.5 - $38.8
18 $0
Camp4 Therapeutics Corp Com
-13
- 81.25%
N/A
3 $0
Ceribell Inc Com
-37
- 80.43%
N/A
9 $0
Kindercare Learning Companies Com
-57
- 23.75%
N/A
183 $0
CVLG
Covenant Logistics Group, Inc.

Industrials
-9
- 42.86%
$17.73 - $24.29 $160 - $219
12 $0
Ni Hldgs Inc Com
-3
- 17.65%
N/A
14 $0
Ab Short Duration High Yield ETF
-8.87K
- 19.69%
N/A
36.2K $0
SVRA
Savara Inc

Healthcare
-54
- 72.97%
$1.99 - $3.4 $107 - $184
20 $0
Reddit Inc Cl A
-40
- 43.01%
N/A
53 $0
Solarmax Technology Inc Com Shs
-27
- 19.42%
N/A
112 $0
AQN
Algonquin Power & Utilities Corp.

Utilities
-42
- 8.75%
$4.56 - $6.22 $192 - $261
438 $2K
SPMD
Spdr Portfolio

ETFs
-33
- 12.09%
$44.89 - $54.38 $1.48K - $1.79K
240 $13K
Telomir Pharmaceuticals Inc Com
-42
- 47.73%
N/A
46 $0
Kyverna Therapeutics Inc Com
-370
- 71.84%
N/A
145 $0
American Healthcare Reit Inc Com Shs
-145K
- 99.81%
N/A
275 $0
SCPH
Sc Pharmaceuticals Inc.

Healthcare
-33
- 35.87%
$2.02 - $4.27 $66.7 - $141
59 $0
Vanguard Intermediate Term Tax Exempt Bond ETF
-1.86K
- 49.69%
N/A
1.88K $0
Fibrobiologics Inc Com Shs
-32
- 20.78%
N/A
122 $0
NRDY
Nerdy Inc.

Technology
-162
- 28.42%
$1.25 - $1.81 $203 - $293
408 $0
Lithium Argentina Ag Com Shs
-132
- 56.41%
N/A
102 $0
Inspire 500 ETF
-20
- 58.82%
N/A
14 $0
Solventum Corp Com Shs
-152
- 20.29%
N/A
597 $0
Bowhead Specialty Hldgs Inc Com Shs
-17
- 41.46%
N/A
24 $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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