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
CUBE
Cube Smart

Real Estate
-42
- 36.52%
$40.23 - $43.23 $1.69K - $1.82K
73 $3K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-202
- 17.64%
$17.15 - $21.07 $3.46K - $4.26K
943 $18K
CAC
Camden National Corp

Financial Services
-8
- 14.81%
$40.28 - $46.52 $322 - $372
46 $1K
EGBN
Eagle Bancorp Inc

Financial Services
-21
- 14.29%
$20.39 - $26.95 $428 - $566
126 $2K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-13
- 29.55%
$68.94 - $90.02 $896 - $1.17K
31 $2K
TDOC
Teladoc Health, Inc.

Healthcare
-67
- 28.76%
$7.96 - $14.33 $533 - $960
166 $1K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-24
- 11.11%
$12.87 - $15.85 $309 - $380
192 $2K
IYE
Ishares Tr

ETFs
-37
- 25.52%
$45.23 - $49.95 $1.67K - $1.85K
108 $5K
ADV
Advantage Solutions Inc.

Communication Services
-5
- 0.57%
$1.49 - $2.9 $7.45 - $14.5
874 $1K
TPB
Turning Point Brands, Inc.

Consumer Defensive
-6
- 8.7%
$55.09 - $70.34 $331 - $422
63 $3K
RMAX
Re/Max Holdings, Inc.

Real Estate
-7
- 3.13%
$8.34 - $10.61 $58.4 - $74.3
217 $1K
UA
Under Armour Inc Cl C

Consumer Cyclical
-40
- 3.74%
$5.95 - $7.79 $238 - $312
1.03K $6K
BOX
Box Inc

Technology
-29
- 21.17%
$30.22 - $35.39 $876 - $1.03K
108 $3K
CMP
Compass Minerals International Inc

Basic Materials
-66
- 12.38%
$9.29 - $14.21 $613 - $938
467 $4K
TX
Ternium S.A.

Basic Materials
-63
- 23.42%
$28.53 - $33.05 $1.8K - $2.08K
206 $6K
SAFT
Safety Insurance Group Inc

Financial Services
-8
- 18.6%
$75.27 - $82.53 $602 - $660
35 $2K
AGCO
Agco Corp

Industrials
-6
- 18.18%
$88.82 - $106.69 $533 - $640
27 $2K
VREX
Varex Imaging Corp

Healthcare
-50
- 22.42%
$11.52 - $15.2 $576 - $760
173 $2K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
-39
- 46.99%
$25.75 - $30.48 $1K - $1.19K
44 $1K
CRON
Cronos Group Inc.

Healthcare
-316
- 62.45%
$1.79 - $2.07 $566 - $654
190 $0
SXI
Standex International Corp

Industrials
-2
- 5.56%
$160.36 - $196.08 $321 - $392
34 $5K
HCC
Warrior Met Coal, Inc.

Basic Materials
-6
- 2.71%
$46.21 - $57.16 $277 - $343
215 $10K
QTWO
Q2 Holdings, Inc.

Technology
-10
- 25.64%
$71.37 - $102.68 $714 - $1.03K
29 $2K
RWT
Redwood Trust Inc

Real Estate
-137
- 34.0%
$6.01 - $6.72 $823 - $921
266 $1K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
-102
- 61.45%
$8.02 - $8.72 $818 - $889
64 $0
STWD
Starwood Property Trust, Inc.

Real Estate
-195
- 4.79%
$18.41 - $20.53 $3.59K - $4K
3.88K $76K
RDWR
Radware LTD

Technology
-13
- 22.81%
$20.62 - $24.12 $268 - $314
44 $0
UMH
Umh Properties, Inc.

Real Estate
-70
- 73.68%
$17.49 - $19.0 $1.22K - $1.33K
25 $0
HFWA
Heritage Financial Corp

Financial Services
-34
- 82.93%
$23.08 - $25.77 $785 - $876
7 $0
CXW
Core Civic, Inc.

Real Estate
-5
- 2.63%
$18.02 - $23.05 $90.1 - $115
185 $3K
PI
Impinj Inc

Technology
-7
- 87.5%
$87.73 - $152.24 $614 - $1.07K
1 $0
FHB
First Hawaiian, Inc.

Financial Services
-12
- 1.85%
$24.13 - $28.18 $290 - $338
636 $15K
MASI
Masimo Corp

Healthcare
-3
- 1.34%
$163.55 - $190.63 $491 - $572
221 $36K
NTGR
Netgear, Inc.

Technology
-21
- 22.11%
$22.11 - $30.91 $464 - $649
74 $1K
LPG
Dorian Lpg Ltd.

Energy
-14
- 4.29%
$19.88 - $27.03 $278 - $378
312 $6K
MTX
Minerals Technologies Inc

Basic Materials
-6
- 6.82%
$63.57 - $77.67 $381 - $466
82 $5K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-14
- 93.33%
$66.59 - $77.68 $932 - $1.09K
1 $0
CASS
Cass Information Systems Inc

Industrials
-12
- 36.36%
$38.87 - $45.08 $466 - $541
21 $0
JRVR
James River Group Holdings, Ltd.

Financial Services
-145
- 43.15%
$3.51 - $5.02 $509 - $728
191 $0
RDN
Radian Group Inc

Financial Services
-61
- 5.98%
$30.6 - $34.58 $1.87K - $2.11K
959 $31K
LC
Lending Club Corp

Financial Services
-35
- 50.0%
$10.25 - $17.51 $359 - $613
35 $0
ADNT
Adient PLC

Consumer Cyclical
-52
- 33.55%
$12.81 - $18.26 $666 - $950
103 $1K
PSEC
Prospect Capital Corp

Financial Services
-183
- 45.19%
$4.1 - $4.45 $750 - $814
222 $0
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-19
- 16.24%
$16.3 - $17.47 $310 - $332
98 $1K
SII
Sprott Inc.

Financial Services
-44
- 13.92%
$39.75 - $45.18 $1.75K - $1.99K
272 $12K
BWMX
Betterware De Mexico, S.A.P.I. De C.V

Consumer Cyclical
-29
- 14.57%
$10.61 - $12.5 $308 - $363
170 $1K
FENC
Fennec Pharmaceuticals Inc.

Healthcare
-163
- 23.55%
$5.54 - $7.02 $903 - $1.14K
529 $3K
RES
Rpc Inc

Energy
-83
- 3.91%
$5.18 - $7.01 $430 - $582
2.04K $11K
DAO
Youdao, Inc.

Consumer Defensive
-87
- 48.6%
$6.44 - $11.1 $560 - $966
92 $0
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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