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
ICFI
Icf International, Inc.

Industrials
-13
- 40.63%
$77.68 - $133.28 $1.01K - $1.73K
19 $1K
RNR
Renaissancere Holdings LTD

Financial Services
-7
- 6.48%
$226.55 - $263.22 $1.59K - $1.84K
101 $24K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-13
- 2.43%
$35.37 - $41.21 $460 - $536
521 $18K
PLUS
Eplus Inc

Technology
-14
- 9.59%
$61.03 - $82.23 $854 - $1.15K
132 $8K
CARS
Cars.Com Inc.

Consumer Cyclical
-34
- 12.69%
$11.14 - $18.86 $379 - $641
234 $2K
DX
Dynex Capital Inc

Real Estate
-138
- 24.25%
$12.18 - $14.42 $1.68K - $1.99K
431 $5K
SASR
Sandy Spring Bancorp Inc

Financial Services
-29
- 12.24%
$27.6 - $35.08 $800 - $1.02K
208 $5K
CLAR
Clarus Corp

Consumer Cyclical
-471
- 92.53%
$3.75 - $5.0 $1.77K - $2.36K
38 $0
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-5
- 3.91%
$61.31 - $83.44 $307 - $417
123 $7K
KFY
Korn Ferry

Industrials
-30
- 6.07%
$62.52 - $71.6 $1.88K - $2.15K
464 $31K
CIG
Energy CO Of Minas Gerais

Utilities
-704
- 8.8%
$1.71 - $1.98 $1.2K - $1.39K
7.29K $12K
NTCT
Netscout Systems Inc

Technology
-91
- 47.89%
$20.47 - $25.06 $1.86K - $2.28K
99 $2K
WTTR
Select Energy Services, Inc.

Energy
-125
- 82.24%
$9.37 - $14.56 $1.17K - $1.82K
27 $0
BEKE
Ke Holdings Inc.

Real Estate
-238
- 13.27%
$16.38 - $25.09 $3.9K - $5.97K
1.56K $31K
HBIO
Harvard Bioscience Inc

Healthcare
-714
- 75.32%
$0.57 - $2.19 $407 - $1.56K
234 $0
PUMP
Pro Petro Holding Corp.

Energy
-25
- 4.42%
$6.67 - $11.06 $167 - $277
540 $3K
STKL
Sun Opta Inc.

Consumer Defensive
-2
- 0.38%
$4.86 - $7.86 $9.72 - $15.7
521 $2K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
-444
- 91.36%
$4.81 - $6.29 $2.14K - $2.79K
42 $0
PLUG
Plug Power Inc

Industrials
-173
- 7.16%
$1.34 - $3.15 $232 - $545
2.24K $3K
INTA
Intapp, Inc.

Technology
-12
- 4.15%
$57.21 - $74.1 $687 - $889
277 $16K
VSAT
Viasat Inc

Technology
-422
- 32.56%
$7.51 - $11.81 $3.17K - $4.98K
874 $9K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-17
- 7.94%
$63.83 - $75.78 $1.09K - $1.29K
197 $13K
OCFC
Oceanfirst Financial Corp

Financial Services
-117
- 48.75%
$16.44 - $19.15 $1.92K - $2.24K
123 $2K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-165
- 8.1%
$21.34 - $23.86 $3.52K - $3.94K
1.87K $42K
HBNC
Horizon Bancorp Inc

Financial Services
-103
- 33.01%
$15.0 - $17.76 $1.55K - $1.83K
209 $3K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-24
- 16.44%
$37.37 - $42.55 $897 - $1.02K
122 $4K
TMST
Timken Steel Corp

Basic Materials
-99
- 56.25%
N/A
77 $1K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-424
- 20.84%
$4.87 - $6.28 $2.06K - $2.66K
1.61K $8K
DEI
Douglas Emmett Inc

Real Estate
-59
- 10.05%
$15.39 - $18.94 $908 - $1.12K
528 $8K
EIG
Employers Holdings, Inc.

Financial Services
-39
- 66.1%
$47.46 - $52.08 $1.85K - $2.03K
20 $1K
UAA
Under Armour, Inc.

Consumer Cyclical
-103
- 25.81%
$6.25 - $8.66 $644 - $892
296 $1K
MTLS
Materialise Nv

Technology
-91
- 21.06%
$4.9 - $9.62 $446 - $875
341 $1K
HAFC
Hanmi Financial Corp

Financial Services
-73
- 12.44%
$21.3 - $24.88 $1.55K - $1.82K
514 $11K
SOHU
Sohu.Com LTD

Communication Services
-151
- 11.76%
$11.85 - $14.88 $1.79K - $2.25K
1.13K $14K
CTRE
Care Trust Reit, Inc.

Real Estate
-93
- 16.23%
$24.93 - $29.13 $2.32K - $2.71K
480 $13K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-3
- 0.6%
$17.68 - $23.34 $53 - $70
497 $8K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-571
- 1.37%
$29.72 - $31.94 $17K - $18.2K
41K $1.27M
WWW
Wolverine World Wide Inc

Consumer Cyclical
-10
- 5.21%
$13.28 - $23.98 $133 - $240
182 $2K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-55
- 1.78%
$5.56 - $6.2 $306 - $341
3.03K $16K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-114
- 50.89%
$8.92 - $11.7 $1.02K - $1.33K
110 $0
MBI
Mbia Inc

Financial Services
-75
- 47.77%
$4.98 - $7.33 $374 - $550
82 $0
GTES
Gates Industrial Corp PLC

Industrials
-33
- 18.75%
$18.41 - $23.51 $608 - $776
143 $2K
GTY
Getty Realty Corp

Real Estate
-17
- 36.96%
$29.11 - $31.4 $495 - $534
29 $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-112
- 7.41%
N/A
1.4K $9K
PAHC
Phibro Animal Health Corp

Healthcare
-47
- 57.32%
$20.05 - $26.22 $942 - $1.23K
35 $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-72
- 94.74%
$25.34 - $26.96 $1.82K - $1.94K
4 $0
BL
Blackline, Inc.

Technology
-2
- 3.77%
$47.46 - $65.64 $94.9 - $131
51 $2K
CRAI
Cra International, Inc.

Industrials
-1
- 8.33%
$172.33 - $210.97 $172 - $211
11 $1K
MSBI
Midland States Bancorp, Inc.

Financial Services
-20
- 21.05%
$17.12 - $25.0 $342 - $500
75 $1K
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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