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
BYLD
Ishares Tr Yield Optimized Bd
-3.59K
- 59.26%
N/A
2.47K $0
Ats Corporation Com
-5
- 20.0%
N/A
20 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
-53
- 10.13%
$2.28 - $3.49 $121 - $185
470 $1K
OALC
Unified Ser Tr Oneascent Large
-1.38K
- 99.28%
N/A
10 $0
BAUG
Innovator U.S. Equity Buffer E
-655
- 5.01%
N/A
12.4K $0
JGRO
J P Morgan Exchange Traded Fd
-2.6K
- 66.07%
N/A
1.33K $0
Healthcare Rlty Tr Cl A Com
-757
- 17.87%
N/A
3.48K $0
GSL
Global Ship Lease, Inc.

Industrials
-97
- 14.81%
$18.25 - $26.77 $1.77K - $2.6K
558 $14K
FATE
Fate Therapeutics Inc

Healthcare
-1.28K
- 50.91%
$0.68 - $1.67 $873 - $2.14K
1.24K $1K
IGF
Ishares Global Infrastructure

ETFs
-9
- 10.23%
$50.55 - $59.83 $455 - $538
79 $4K
IGMS
Igm Biosciences, Inc.

Healthcare
-20
- 5.93%
$1.02 - $1.46 $20.4 - $29.2
317 $0
BRCC
Brc Inc.

Consumer Defensive
-103
- 84.43%
$1.24 - $2.37 $128 - $244
19 $0
PAAS
Pan American Silver Corp

Basic Materials
-42
- 7.33%
$21.49 - $29.35 $903 - $1.23K
531 $15K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-6
- 2.76%
$29.03 - $38.72 $174 - $232
211 $8K
ALGM
Allegro Microsystems, Inc.

Technology
-226
- 22.29%
$16.53 - $34.19 $3.74K - $7.73K
788 $26K
EXTR
Extreme Networks Inc

Technology
-41
- 10.59%
$10.84 - $17.97 $444 - $737
346 $6K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-38
- 23.6%
$87.64 - $143.29 $3.33K - $5.45K
123 $17K
EXK
Endeavour Silver Corp

Basic Materials
-465
- 10.49%
$3.15 - $4.99 $1.46K - $2.32K
3.97K $19K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-5
- 10.2%
$35.11 - $63.01 $176 - $315
44 $2K
UUUU
Energy Fuels Inc

Energy
-24
- 3.39%
$3.44 - $5.9 $82.6 - $142
685 $3K
CSTM
Constellium Se

Basic Materials
-44
- 11.28%
$7.7 - $13.96 $339 - $614
346 $4K
KYMR
Kymera Therapeutics, Inc.

Healthcare
-153
- 35.75%
$21.05 - $48.6 $3.22K - $7.44K
275 $12K
TAC
Transalta Corp

Utilities
-119
- 6.38%
$8.16 - $11.47 $971 - $1.36K
1.75K $18K
VUSE
ETF Ser Solutions

ETFs
-5
- 1.98%
$50.72 - $62.99 $254 - $315
247 $15K
EEMV
Ishares Msci Emerging Markets

ETFs
-1
- 1.18%
$54.12 - $62.8 $54.1 - $62.8
84 $5K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-22
- 6.49%
$17.94 - $23.34 $395 - $513
317 $7K
SMTC
Semtech Corp

Technology
-12
- 15.19%
$24.34 - $45.62 $292 - $547
67 $3K
MODV
Modiv Care Inc

Healthcare
-155
- 31.96%
$0.89 - $4.16 $138 - $645
330 $1K
INZY
Inozyme Pharma, Inc.

Healthcare
-125
- 31.65%
$0.82 - $4.0 $103 - $500
270 $1K
NICE
Nice Ltd.

Technology
-3
- 1.9%
$141.3 - $178.32 $424 - $535
155 $26K
KGC
Kinross Gold Corp

Basic Materials
-402
- 13.58%
$11.79 - $15.85 $4.74K - $6.37K
2.56K $39K
TSEM
Tower Semiconductor LTD

Technology
-78
- 10.67%
$29.65 - $43.8 $2.31K - $3.42K
653 $28K
LFMD
Life Md, Inc.

Healthcare
-43
- 10.67%
$4.82 - $15.06 $207 - $648
360 $4K
EVEX
Eve Holding, Inc.

Industrials
-106
- 11.61%
$3.19 - $6.86 $338 - $727
807 $5K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-17
- 4.3%
$50.29 - $64.29 $855 - $1.09K
378 $24K
DAN
Dana Inc

Consumer Cyclical
-141
- 10.64%
$10.38 - $17.71 $1.46K - $2.5K
1.18K $20K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-155
- 7.19%
$18.53 - $24.21 $2.87K - $3.75K
2K $48K
LAB
Standard Biotools Inc.

Healthcare
-192
- 0.76%
$0.92 - $1.27 $177 - $244
25.2K $30K
SITM
Sitime Corp

Technology
-6
- 7.5%
$116.79 - $241.6 $701 - $1.45K
74 $15K
CVI
Cvr Energy Inc

Energy
-62
- 8.7%
$16.06 - $28.28 $996 - $1.75K
651 $17K
KD
Kyndryl Holdings, Inc.

Technology
-323
- 19.58%
$27.77 - $41.96 $8.97K - $13.6K
1.33K $55K
ICL
Icl Group Ltd.

Basic Materials
-665
- 9.2%
$5.35 - $6.98 $3.56K - $4.64K
6.56K $45K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-2
- 0.23%
$43.17 - $53.94 $86.3 - $108
866 $46K
CLSK
Cleanspark, Inc.

Technology
-80
- 7.8%
$6.74 - $11.03 $539 - $882
945 $10K
DT
Dynatrace, Inc.

Technology
-38
- 5.44%
$41.21 - $55.9 $1.57K - $2.12K
660 $36K
DTC
Solo Brands, Inc.

Consumer Cyclical
-281
- 32.67%
$0.02 - $13.12 $5.62 - $3.69K
579 $6K
MGNI
Magnite, Inc.

Communication Services
-15
- 3.48%
$9.0 - $24.12 $135 - $362
416 $10K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-7
- 0.06%
$10.48 - $12.62 $73.4 - $88.3
12.2K $153K
RGTI
Rigetti Computing, Inc.

Technology
-121
- 6.23%
$7.5 - $14.29 $908 - $1.73K
1.82K $21K
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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