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
Forge Global Holdings Inc Com Shs
-534
- 85.58%
N/A
90 $0
SPIR
Spire Global, Inc.

Industrials
-19
- 31.15%
$7.48 - $12.32 $142 - $234
42 $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
-61
- 38.36%
N/A
98 $0
QS
Quantum Scape Corp

Consumer Cyclical
-747
- 36.6%
$3.47 - $7.65 $2.59K - $5.71K
1.29K $8K
BWMN
Bowman Consulting Group Ltd.

Industrials
-3
- 37.5%
$21.1 - $28.97 $63.3 - $86.9
5 $0
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
-256
- 36.31%
$4.61 - $7.23 $1.18K - $1.85K
449 $3K
Ginkgo Bioworks Holdings Inc Cl A New
-56
- 14.51%
N/A
330 $0
AKYA
Akoya Biosciences, Inc.

Healthcare
-52
- 24.64%
$0.95 - $1.36 $49.4 - $70.7
159 $0
Marketwise Inc Com New Cl A
-417
- 89.48%
N/A
49 $0
KRT
Karat Packaging Inc.

Consumer Cyclical
-18
- 50.0%
$23.78 - $31.98 $428 - $576
18 $0
ULCC
Frontier Group Holdings, Inc.

Industrials
-93
- 42.86%
$2.98 - $4.39 $277 - $408
124 $0
QIPT
Quipt Home Medical Corp.

Healthcare
-3
- 37.5%
$1.4 - $2.25 $4.2 - $6.75
5 $0
PCT
Pure Cycle Technologies, Inc.

Industrials
-1
- 1.61%
$5.57 - $14.12 $5.57 - $14.1
61 $0
FHTX
Foghorn Therapeutics Inc.

Healthcare
-21
- 21.88%
$3.15 - $4.9 $66.1 - $103
75 $0
Vanguard Short Term Tax Exempt Bond ETF
-5.67K
- 38.75%
N/A
8.96K $0
SIGA
Siga Technologies Inc

Healthcare
-120
- 40.4%
$5.22 - $6.56 $626 - $787
177 $1K
AIV
Apartment Investment & Management CO

Real Estate
-10
- 10.2%
$7.24 - $8.85 $72.4 - $88.5
88 $0
LCTD
Blackrock ETF World Ex Us Carb
-105
- 2.48%
N/A
4.13K $0
CGMU
Capital Group Core Plus Income
-18.8K
- 37.25%
N/A
31.6K $0
Brookfield Corp Cl A LTD Vt Sh
-77
- 3.25%
N/A
2.29K $0
Biohaven LTD Com
-16
- 17.2%
N/A
77 $0
LVWR
Live Wire Group, Inc.

Consumer Cyclical
-22
- 64.71%
N/A
12 $0
RUM
Rumble Inc.

Technology
-23
- 12.57%
$6.94 - $10.56 $160 - $243
160 $1K
Safehold Inc Com
-39
- 11.27%
N/A
307 $0
AMPX
Amprius Technologies, Inc.

Industrials
-67
- 77.01%
$2.07 - $4.27 $139 - $286
20 $0
X4 Pharmaceuticals Inc Com New
-7
- 23.33%
N/A
23 $0
CRDA
Crawford & CO Class A

ETFs
-21
- 30.0%
N/A
49 $0
Dimensional Global Real Estate ETF
-5.71K
- 2.91%
N/A
191K $0
Dimensional Us Large Cap Value ETF
-706
- 50.21%
N/A
700 $0
LWLG
Lightwave Logic, Inc.

Basic Materials
-5
- 2.02%
$0.83 - $1.37 $4.15 - $6.85
243 $0
BELFA
Bel Fuse Inc

Technology
-3
- 75.0%
$59.36 - $89.85 $178 - $270
1 $0
Lanzatech Global Inc Com
-534
- 35.41%
N/A
974 $0
Orchestra Biomed Hldgs Inc Com
-4
- 80.0%
N/A
1 $0
LNDC
Landec Corp \Ca\

Healthcare
-11
- 16.92%
N/A
54 $0
Masterbrand Inc Common Stock
-258
- 41.15%
N/A
369 $0
Celestica Inc Com
-65
- 11.57%
N/A
497 $0
Summit Therapeutics Inc Com
-83
- 18.32%
N/A
370 $0
Ge Healthcare Technologies Inc Common Stock
-131
- 4.99%
N/A
2.49K $0
SIBN
Si Bone, Inc.

Healthcare
-10
- 12.35%
$13.05 - $19.71 $131 - $197
71 $1K
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
-735
- 44.38%
N/A
921 $0
Encore Energy Corp Com New
-21
- 10.77%
N/A
174 $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-95
- 6.02%
N/A
1.48K $0
SJNK
Spdr Bloomberg Short Term High

ETFs
-1
- 3.57%
$24.12 - $25.48 $24.1 - $25.5
27 $0
WULF
Terawulf Inc.

Financial Services
-326
- 37.09%
$2.24 - $4.53 $730 - $1.48K
553 $2K
VTWO
Vanguard Russell 2000 ETF

ETFs
-13
- 8.07%
$70.56 - $87.22 $917 - $1.13K
148 $12K
SMTI
Sanara Med Tech Inc.

Healthcare
-6
- 46.15%
$27.02 - $35.1 $162 - $211
7 $0
FSLY
Fastly, Inc.

Technology
-54
- 5.18%
$5.0 - $8.28 $270 - $447
988 $6K
KE
Kimball Electronics, Inc.

Industrials
-6
- 22.22%
$12.91 - $19.33 $77.5 - $116
21 $0
HCAT
Health Catalyst, Inc.

Healthcare
-59
- 64.84%
$3.58 - $4.52 $211 - $267
32 $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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