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
BTU
Peabody Energy Corp

Energy
-9
- 1.07%
$10.31 - $15.28 $92.8 - $138
830 $11K
BZUN
Baozun Inc.

Consumer Cyclical
-84
- 43.75%
$2.2 - $3.89 $185 - $327
108 $0
Globalstar Inc Com New
-51
- 89.47%
N/A
6 $0
Viking Holdings LTD Ord Shs
-400
- 81.8%
N/A
89 $0
HSIC
Henry Schein Inc

Healthcare
-15
- 4.6%
$62.7 - $73.66 $941 - $1.1K
311 $22K
CLFD
Clearfield, Inc.

Technology
-1
- 9.09%
$25.24 - $43.41 $25.2 - $43.4
10 $0
MPX
Marine Products Corp

Consumer Cyclical
-2
- 10.53%
$7.59 - $9.0 $15.2 - $18
17 $0
Ul Solutions Inc Class A Com Shs
-223
- 31.9%
N/A
476 $0
Cooper Cos Inc Com
-724
- 11.11%
N/A
5.79K $0
Boundless Bio Inc Com
-1
- 33.33%
N/A
2 $0
CABA
Cabaletta Bio, Inc.

Healthcare
-49
- 54.44%
$1.04 - $2.48 $51 - $122
41 $0
PLRX
Pliant Therapeutics, Inc.

Healthcare
-41
- 66.13%
$1.16 - $1.69 $47.6 - $69.3
21 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-18
- 4.19%
$14.87 - $23.57 $268 - $424
412 $7K
SCWO
374 Water Inc.

Industrials
-49
- 40.5%
$0.25 - $0.55 $12.3 - $27
72 $0
CRBU
Caribou Biosciences, Inc.

Healthcare
-60
- 9.85%
$0.73 - $1.42 $43.8 - $85.2
549 $0
KLTR
Kaltura Inc

Technology
-20
- 9.95%
$1.72 - $2.3 $34.4 - $46
181 $0
OPFI
Opp Fi Inc.

Technology
-11
- 84.62%
$7.92 - $14.61 $87.1 - $161
2 $0
Psq Holdings Inc Cl A
-44
- 44.0%
N/A
56 $0
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
-71
- 14.61%
$0.9 - $1.27 $63.9 - $90.2
415 $0
Digitalbridge Group Inc Cl A New
-13
- 1.61%
N/A
793 $0
Gohealth Inc Cl A New
-5
- 33.33%
N/A
10 $0
TALK
Talkspace, Inc.

Healthcare
-173
- 61.35%
$2.58 - $3.35 $446 - $580
109 $0
Net Power Inc Com Cl A
-205
- 40.35%
N/A
303 $0
CIFR
Cipher Mining Inc.

Financial Services
-118
- 83.69%
$2.1 - $4.78 $248 - $564
23 $0
Blacksky Technology Inc Cl A New
-88
- 57.52%
N/A
65 $0
RILY
B. Riley Financial, Inc.

Financial Services
-58
- 70.73%
$2.8 - $3.89 $162 - $226
24 $0
Innovator U.S. Equity Buffer ETF December
-916
- 85.93%
N/A
150 $0
CENQ
Cenaq Energy Corp.

Financial Services
-10
- 90.91%
N/A
1 $0
PTLO
Portillo'S Inc.

Consumer Cyclical
-54
- 34.62%
$10.34 - $13.35 $558 - $721
102 $1K
BWFG
Bankwell Financial Group, Inc.

Financial Services
-2
- 40.0%
$27.71 - $36.46 $55.4 - $72.9
3 $0
BITO
Proshares Tr Bitcoin Strategy

ETFs
-121
- 14.67%
$16.69 - $23.43 $2.02K - $2.84K
704 $15K
Frontline PLC Com
-40
- 0.69%
N/A
5.75K $0
Mesoblast LTD Spons Adr
-138
- 46.46%
N/A
159 $0
DWAC
Digital World Acquisition Corp.

Financial Services
-85
- 2.25%
N/A
3.7K $0
FRHC
Freedom Holding Corp.

Financial Services
-7
- 23.33%
$114.08 - $183.07 $799 - $1.28K
23 $3K
PLBC
Plumas Bancorp

Financial Services
-1
- 33.33%
$39.89 - $46.93 $39.9 - $46.9
2 $0
TRVI
Trevi Therapeutics, Inc.

Healthcare
-9
- 90.0%
$5.28 - $7.06 $47.5 - $63.5
1 $0
REAX
Real Brokerage Inc

Real Estate
-148
- 89.16%
$3.82 - $4.73 $565 - $700
18 $0
Wheels Up Experience Inc Com Cl A
-28
- 4.19%
N/A
640 $0
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
-78
- 13.68%
$26.26 - $33.0 $2.05K - $2.57K
492 $16K
PCYG
Park City Group Inc

Technology
-7
- 63.64%
N/A
4 $0
GDRX
Good Rx Holdings, Inc.

Healthcare
-51
- 46.36%
$3.74 - $5.07 $191 - $259
59 $0
NOTE
Fiscal Note Holdings, Inc.

Technology
-68
- 16.92%
$0.48 - $0.79 $32.6 - $53.7
334 $0
Workhorse Group Inc Com New
-2
- 66.67%
N/A
1 $0
TSHA
Taysha Gene Therapies, Inc.

Healthcare
-167
- 44.89%
$1.13 - $2.9 $189 - $484
205 $0
MVBF
Mvb Financial Corp

Financial Services
-41
- 47.67%
$15.72 - $22.53 $645 - $924
45 $1K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
-190
- 18.22%
$1.72 - $2.47 $327 - $469
853 $2K
IMNM
Immunome Inc.

Healthcare
-61
- 88.41%
$5.56 - $9.79 $339 - $597
8 $0
MVIS
Microvision, Inc.

Technology
-121
- 59.9%
N/A
81 $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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