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
ACRE
Ares Commercial Real Estate Corp

Real Estate
-218
- 43.6%
$4.63 - $6.18 $1.01K - $1.35K
282 $1K
TPG
Tpg Inc.

Financial Services
-13
- 16.67%
$46.15 - $69.77 $600 - $907
65 $3K
GDOT
Green Dot Corp

Financial Services
-39
- 28.06%
$6.34 - $10.57 $247 - $412
100 $0
GXO
Gxo Logistics, Inc.

Industrials
-24
- 30.38%
$36.31 - $46.18 $871 - $1.11K
55 $2K
EAPR
Innovator Etfs Tr Emerging Mkt
-79
- 4.48%
$25.4 - $27.53 $2.01K - $2.17K
1.68K $44K
DDS
Dillard'S, Inc.

Consumer Cyclical
-1
- 9.09%
$353.25 - $508.77 $353 - $509
10 $3K
HWKN
Hawkins Inc

Basic Materials
-5
- 27.78%
$101.28 - $122.97 $506 - $615
13 $1K
EVC
Entravision Communications Corp

Communication Services
-766
- 96.23%
$1.73 - $2.67 $1.33K - $2.05K
30 $0
KALU
Kaiser Aluminum Corp

Basic Materials
-2
- 2.7%
$60.62 - $74.84 $121 - $150
72 $4K
DAC
Danaos Corp

Industrials
-10
- 4.27%
$76.71 - $85.73 $767 - $857
224 $17K
CPRI
Capri Holdings LTD

Consumer Cyclical
-33
- 19.88%
$19.02 - $25.84 $628 - $853
133 $2K
AFYA
Afya LTD

Consumer Defensive
-62
- 13.81%
$14.88 - $18.07 $923 - $1.12K
387 $6K
TOWN
Towne Bank (Va)

Financial Services
-23
- 23.96%
$32.13 - $37.51 $739 - $863
73 $2K
NFBK
Northfield Bancorp, Inc.

Financial Services
-101
- 25.44%
$10.87 - $12.25 $1.1K - $1.24K
296 $3K
GABC
German American Bancorp, Inc.

Financial Services
-35
- 89.74%
$37.21 - $41.71 $1.3K - $1.46K
4 $0
DK
Delek Us Holdings, Inc.

Energy
-60
- 75.0%
$13.53 - $20.31 $812 - $1.22K
20 $0
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-225
- 82.72%
$3.77 - $6.08 $848 - $1.37K
47 $0
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-100
- 51.28%
$9.68 - $16.7 $968 - $1.67K
95 $1K
NBTB
Nbt Bancorp Inc

Financial Services
-7
- 15.91%
$42.51 - $49.14 $298 - $344
37 $1K
PARR
Par Pacific Holdings, Inc.

Energy
-12
- 6.52%
$12.4 - $18.4 $149 - $221
172 $2K
PAYO
Payoneer Global Inc.

Technology
-133
- 91.1%
$7.04 - $11.04 $936 - $1.47K
13 $0
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
-69
- 87.34%
$14.9 - $16.57 $1.03K - $1.14K
10 $0
XP
Xp Inc.

Financial Services
-251
- 20.26%
$11.05 - $15.69 $2.77K - $3.94K
988 $13K
UCTT
Ultra Clean Holdings, Inc.

Technology
-6
- 13.64%
$21.41 - $39.15 $128 - $235
38 $0
DFAI
Dimensional ETF Tr

ETFs
-30
- 18.99%
$28.88 - $32.4 $866 - $972
128 $3K
MCBS
Metro City Bankshares, Inc.

Financial Services
-13
- 33.33%
$27.12 - $32.42 $353 - $421
26 $0
PRK
Park National Corp

Financial Services
-2
- 7.69%
$151.4 - $174.01 $303 - $348
24 $3K
SHV
Ishares Tr

ETFs
-10
- 90.91%
$110.11 - $110.51 $1.1K - $1.11K
1 $0
FINV
Fin Volution Group

Financial Services
-369
- 39.55%
$6.58 - $10.72 $2.43K - $3.96K
564 $5K
STBA
S&T Bancorp Inc

Financial Services
-27
- 61.36%
$35.43 - $41.22 $957 - $1.11K
17 $0
ZEUS
Olympic Steel Inc

Basic Materials
-6
- 6.25%
$30.8 - $37.88 $185 - $227
90 $2K
QTOC
Innovator Etfs Tr Growth Accel
-800
- 66.61%
N/A
401 $0
GOOD
Gladstone Commercial Corp

Real Estate
-19
- 8.3%
$14.73 - $16.42 $280 - $312
210 $3K
SEAT
Vivid Seats Inc.

Communication Services
-40
- 76.92%
$2.68 - $4.85 $107 - $194
12 $0
IAS
Integral Ad Science Holding Corp.

Communication Services
-19
- 55.88%
$8.06 - $10.77 $153 - $205
15 $0
Mac Copper Limited Ord Shs
-23
- 46.94%
N/A
26 $0
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-7
- 38.89%
$30.44 - $38.49 $213 - $269
11 $0
Core Laboratories Inc Com
-31
- 18.9%
N/A
133 $0
AVA
Avista Corp

Utilities
-302
- 12.47%
$35.2 - $41.87 $10.6K - $12.6K
2.12K $88K
AMTX
Aemetis, Inc

Energy
-103
- 56.28%
$1.59 - $2.99 $164 - $308
80 $0
SHYF
Shyft Group, Inc.

Industrials
-6
- 75.0%
$8.09 - $12.59 $48.5 - $75.5
2 $0
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
-24
- 96.0%
$17.4 - $30.56 $418 - $733
1 $0
EPAC
Enerpac Tool Group Corp

Industrials
-5
- 12.5%
$40.26 - $47.26 $201 - $236
35 $1K
ANIK
Anika Therapeutics, Inc.

Healthcare
-39
- 32.77%
$15.03 - $17.97 $586 - $701
80 $1K
Brookfield Infrastructure Corp Com Sub Vtg A
-76
- 11.16%
N/A
605 $0
EVCM
Ever Commerce Inc.

Technology
-32
- 76.19%
$8.95 - $11.02 $286 - $353
10 $0
ENFN
Enfusion, Inc.

Technology
-33
- 82.5%
$9.85 - $11.5 $325 - $380
7 $0
AVNS
Avanos Medical, Inc.

Healthcare
-5
- 3.07%
$13.95 - $17.45 $69.8 - $87.3
158 $2K
FCBC
First Community Bankshares Inc

Financial Services
-1
- 20.0%
$37.69 - $45.34 $37.7 - $45.3
4 $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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