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
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-10
- 15.15%
$26.34 - $31.72 $263 - $317
56 $1K
Bgc Group Inc Cl A
-104
- 26.13%
N/A
294 $0
OSUR
Orasure Technologies Inc

Healthcare
-46
- 90.2%
$3.06 - $4.11 $141 - $189
5 $0
FSP
Franklin Street Properties Corp

Real Estate
-270
- 28.97%
$1.74 - $2.04 $470 - $551
662 $1K
EDIT
Editas Medicine, Inc.

Healthcare
-93
- 17.25%
$1.14 - $3.2 $106 - $298
446 $0
ALTG
Alta Equipment Group Inc.

Industrials
-69
- 92.0%
$4.59 - $7.65 $317 - $528
6 $0
LUV
Southwest Airlines CO

Industrials
-16
- 0.49%
$28.18 - $34.84 $451 - $557
3.28K $110K
UHT
Universal Health Realty Income Trust

Real Estate
-5
- 12.2%
$35.13 - $42.02 $176 - $210
36 $1K
DHC
Diversified Healthcare Trust

Real Estate
-8
- 16.67%
$2.04 - $2.83 $16.3 - $22.6
40 $0
National Cinemedia Inc Com New
-66
- 32.35%
N/A
138 $0
MLNK
Meridian Link, Inc.

Technology
-2
- 7.69%
$18.1 - $21.49 $36.2 - $43
24 $0
SWI
Solar Winds Corp

Technology
-7
- 12.5%
$13.53 - $18.46 $94.7 - $129
49 $0
AVNT
Avient Corp

Basic Materials
-9
- 13.85%
$36.91 - $44.21 $332 - $398
56 $2K
EML
Eastern CO

Industrials
-3
- 75.0%
$25.26 - $29.08 $75.8 - $87.2
1 $0
Bank America Corp 7.25 Cnv Pfd L
-811
- 94.19%
N/A
50 $0
Rb Global Inc Com
-1.24K
- 1.79%
N/A
68K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-249
- 58.59%
N/A
176 $0
BLNK
Blink Charging Co.

Industrials
-361
- 93.52%
$0.9 - $1.68 $325 - $606
25 $0
GBIO
Generation Bio Co.

Healthcare
-48
- 64.0%
$0.4 - $1.15 $19.2 - $55.2
27 $0
ASIX
Advan Six Inc.

Basic Materials
-6
- 37.5%
$22.57 - $32.31 $135 - $194
10 $0
DADA
Dada Nexus LTD

Consumer Cyclical
-132
- 13.57%
$1.22 - $1.92 $161 - $253
841 $1K
TCMD
Tactile Systems Technology Inc

Healthcare
-1
- 4.55%
$13.07 - $18.01 $13.1 - $18
21 $0
PGC
Peapack Gladstone Financial Corp

Financial Services
-5
- 83.33%
$28.38 - $35.17 $142 - $176
1 $0
SWIM
Latham Group, Inc.

Industrials
-5
- 41.67%
$5.46 - $7.53 $27.3 - $37.7
7 $0
Magnera Corp Com Shs
-346
- 93.01%
N/A
26 $0
AVAV
Aero Vironment Inc

Industrials
-1
- 25.0%
$119.19 - $186.12 $119 - $186
3 $0
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
-155
- 52.01%
$6.16 - $7.85 $955 - $1.22K
143 $1K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
-8
- 6.06%
$32.18 - $40.46 $257 - $324
124 $4K
BFB
Brown Forman Corp Cl B
-1.48K
- 35.01%
N/A
2.74K $0
RKT
Rocket Companies, Inc.

Financial Services
-65
- 5.33%
$10.28 - $15.77 $668 - $1.03K
1.15K $13K
Amalgamated Financial Corp Com
-29
- 59.18%
N/A
20 $0
CEVA
Ceva Inc

Technology
-8
- 88.89%
$25.61 - $38.44 $205 - $308
1 $0
NWPX
Northwest Pipe CO

Industrials
-4
- 40.0%
$40.07 - $53.13 $160 - $213
6 $0
HLMN
Hillman Solutions Corp.

Industrials
-25
- 26.04%
$8.69 - $10.5 $217 - $263
71 $0
AEHR
Aehr Test Systems

Technology
-29
- 67.44%
$7.29 - $17.78 $211 - $516
14 $0
Fortuna Mng Corp Com New
-64
- 2.93%
N/A
2.12K $0
FLGT
Fulgent Genetics, Inc.

Healthcare
-20
- 37.74%
$15.28 - $18.95 $306 - $379
33 $0
BTG
B2 Gold Corp

Basic Materials
-157
- 6.12%
$2.3 - $3.3 $361 - $518
2.41K $6K
Solidion Technology Inc Com
-6
- 4.38%
N/A
131 $0
ANGO
Angiodynamics Inc

Healthcare
-8
- 6.3%
$8.37 - $12.94 $67 - $104
119 $1K
Techtarget Inc Com New
-96
- 76.19%
N/A
30 $0
Veralto Corp Com Shs
-455
- 43.17%
N/A
599 $0
Signing Day Sports Inc Common Stock
-667
- 1.21%
N/A
54.6K $0
MOGA
Moog Inc Cla
-8
- 4.35%
N/A
176 $0
USLM
United States Lime & Minerals Inc

Basic Materials
-4
- 80.0%
$85.17 - $125.32 $341 - $501
1 $0
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
-6
- 12.77%
$29.3 - $35.9 $176 - $215
41 $1K
CPF
Central Pacific Financial Corp

Financial Services
-23
- 95.83%
$26.39 - $30.61 $607 - $704
1 $0
American Healthcare Reit Inc Com Shs
-3.64K
- 2.44%
N/A
146K $0
Vanguard Intermediate Term Tax Exempt Bond ETF
-5.39K
- 59.02%
N/A
3.74K $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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