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
GENC
Gencor Industries Inc

Industrials
-10
- 71.43%
$12.0 - $17.38 $120 - $174
4 $0
UVE
Universal Insurance Holdings, Inc.

Financial Services
-26
- 32.1%
$18.91 - $23.7 $492 - $616
55 $1K
FTCS
First Trust Capital Strength E

ETFs
-1
- 1.96%
$86.39 - $91.35 $86.4 - $91.4
50 $4K
Avadel Pharmaceuticals PLC Com Shs
-250
- 90.25%
N/A
27 $0
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
-2
- 66.67%
$23.31 - $28.35 $46.6 - $56.7
1 $0
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-22
- 4.27%
$9.92 - $11.41 $218 - $251
493 $5K
TRUE
True Car, Inc.

Communication Services
-17
- 44.74%
$1.58 - $3.75 $26.9 - $63.8
21 $0
OVID
Ovid Therapeutics Inc.

Healthcare
-4
- 19.05%
$0.31 - $0.96 $1.24 - $3.84
17 $0
Arista Networks Inc Com Shs
-2.56K
- 36.73%
N/A
4.41K $0
TBPH
Theravance Biopharma, Inc.

Healthcare
-38
- 47.5%
$8.44 - $10.47 $321 - $398
42 $0
ACLX
Arcellx, Inc.

Healthcare
-3
- 14.29%
$60.26 - $79.13 $181 - $237
18 $1K
Ni Hldgs Inc Com
-4
- 19.05%
N/A
17 $0
ATNI
Atn International, Inc.

Communication Services
-11
- 17.19%
$15.09 - $23.13 $166 - $254
53 $1K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-1
- 0.13%
$7.72 - $9.45 $7.72 - $9.45
750 $6K
Sila Realty Trust Inc Class A
-3.41K
- 98.53%
N/A
51 $0
TG
Tredegar Corp

Industrials
-27
- 5.97%
$6.78 - $8.12 $183 - $219
425 $3K
BGS
B&G Foods, Inc.

Consumer Defensive
-4
- 0.67%
$5.62 - $7.87 $22.5 - $31.5
591 $4K
BRY
Berry Corp (Bry)

Energy
-92
- 19.21%
$3.17 - $5.01 $292 - $461
387 $1K
Liberty Media Corp Del Com Lbty One S C
-67
- 3.08%
N/A
2.11K $0
VIAV
Viavi Solutions Inc.

Technology
-207
- 10.69%
$9.71 - $12.8 $2.01K - $2.65K
1.73K $19K
IAG
Iamgold Corp

Basic Materials
-151
- 12.96%
$5.11 - $6.61 $772 - $998
1.01K $6K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-5
- 25.0%
$42.69 - $52.91 $213 - $265
15 $0
MCI
Barings Corporate Investors

Financial Services
-49
- 13.0%
$19.89 - $25.0 $975 - $1.23K
328 $7K
SPOK
Spok Holdings, Inc

Healthcare
-22
- 73.33%
$15.54 - $17.2 $342 - $378
8 $0
Healthcare Rlty Tr Cl A Com
-8.17K
- 65.85%
N/A
4.24K $0
GALT
Galectin Therapeutics Inc

Healthcare
-26
- 56.52%
$1.1 - $1.76 $28.6 - $45.8
20 $0
NVCR
Novo Cure LTD

Healthcare
-2
- 3.13%
$17.82 - $30.19 $35.6 - $60.4
62 $1K
INVA
Innoviva, Inc.

Healthcare
-25
- 3.98%
$17.21 - $18.98 $430 - $475
603 $10K
BRKL
Brookline Bancorp Inc

Financial Services
-26
- 18.31%
$10.72 - $12.69 $279 - $330
116 $1K
THRY
Thryv Holdings, Inc.

Communication Services
-6
- 22.22%
$12.81 - $20.12 $76.9 - $121
21 $0
KKS.F
Joint Stock Company Kaspi.Kz

Technology
-5
- 3.05%
N/A
159 $0
FF
Future Fuel Corp.

Basic Materials
-20
- 6.02%
$3.9 - $5.65 $78 - $113
312 $1K
CASH
Meta Financial Group Inc

Financial Services
-10
- 90.91%
$69.94 - $81.54 $699 - $815
1 $0
Paysafe Limited Shs
-4
- 16.0%
N/A
21 $0
Ftai Aviation LTD Shs
-1.37K
- 54.57%
N/A
1.14K $0
ASTS
Ast Space Mobile, Inc.

Communication Services
-3
- 1.4%
$17.72 - $33.8 $53.2 - $101
212 $4K
Bowhead Specialty Hldgs Inc Com Shs
-3
- 6.82%
N/A
41 $0
COLL
Collegium Pharmaceutical, Inc

Healthcare
-20
- 6.37%
$28.04 - $33.91 $561 - $678
294 $8K
VUSB
Vanguard Bd Index Fds
-6.16K
- 25.5%
N/A
18K $0
LCTD
Blackrock ETF World Ex Us Carb
-734
- 14.77%
N/A
4.24K $0
CTBI
Community Trust Bancorp Inc

Financial Services
-11
- 32.35%
$49.72 - $56.88 $547 - $626
23 $1K
FNB
Fnb Corp

Financial Services
-1
- 1.52%
$13.08 - $15.95 $13.1 - $16
65 $0
Gsk PLC Sponsored Adr
-1.91K
- 45.52%
N/A
2.28K $0
LQDT
Liquidity Services Inc

Consumer Cyclical
-4
- 44.44%
$29.26 - $37.61 $117 - $150
5 $0
Root Inc Cl A New
-1
- 25.0%
N/A
3 $0
ZYXI
Zynex Inc

Healthcare
-29
- 90.63%
$2.2 - $8.36 $63.8 - $242
3 $0
Blackrock Inc Com
-33
- 4.42%
N/A
713 $0
LITE
Lumentum Holdings Inc.

Technology
-1
- 10.0%
$57.41 - $100.38 $57.4 - $100
9 $0
KRO
Kronos Worldwide Inc

Basic Materials
-72
- 78.26%
$7.38 - $10.03 $531 - $722
20 $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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