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
TPIC
Tpi Composites, Inc

Industrials
-186
- 40.35%
$0.78 - $1.92 $145 - $357
275 $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-66
- 4.02%
N/A
1.58K $0
LE
Lands' End, Inc.

Consumer Cyclical
-11
- 78.57%
N/A
3 $0
CCBG
Capital City Bank Group Inc

Financial Services
-9
- 60.0%
$33.74 - $38.15 $304 - $343
6 $0
TNET
Trinet Group, Inc.

Industrials
-2
- 33.33%
$66.51 - $95.72 $133 - $191
4 $0
WB
Weibo Corp

Communication Services
-5
- 0.35%
$8.88 - $11.34 $44.4 - $56.7
1.42K $13K
Sharkninja Inc Com Shs
-3
- 8.57%
N/A
32 $0
BSVN
Bank7 Corp.

Financial Services
-6
- 75.0%
$38.44 - $45.97 $231 - $276
2 $0
Maui Ld & Pineapple Inc Com
-3
- 75.0%
N/A
1 $0
Capital Group Short Duration Municipal Income ETF
-153
- 0.37%
N/A
41.3K $0
MFA
Mfa Financial, Inc.

Real Estate
-26
- 14.44%
$9.53 - $11.0 $248 - $286
154 $1K
CARE
Carter Bankshares, Inc.

Financial Services
-6
- 23.08%
$15.9 - $18.1 $95.4 - $109
20 $0
ORCC
Owl Rock Capital Corp

Financial Services
-22
- 0.52%
N/A
4.23K $56K
Net Lease Office Properties Com
-205
- 11.5%
N/A
1.58K $0
DRS
Leonardo Drs, Inc.
-54
- 73.97%
N/A
19 $0
GHM
Graham Corp

Industrials
-12
- 75.0%
$28.82 - $49.72 $346 - $597
4 $0
Wk Kellogg CO Com Shs
-24
- 4.21%
N/A
546 $0
Orchid Is Cap Inc Com New
-310
- 62.63%
N/A
185 $0
CRVL
Corvel Corp

Financial Services
-4
- 12.12%
$103.48 - $128.46 $414 - $514
29 $3K
HPP
Hudson Pacific Properties, Inc.

Real Estate
-22
- 11.52%
$2.51 - $3.3 $55.2 - $72.6
169 $0
SFIX
Stitch Fix, Inc.

Consumer Cyclical
-1
- 0.25%
$3.25 - $5.47 $3.25 - $5.47
392 $1K
Core Natural Resources Inc Com Shs
-18
- 7.41%
N/A
225 $0
Site Ctrs Corp Com
-12
- 11.76%
N/A
90 $0
IEP
Icahn Enterprises L.P.

Industrials
-1
- 0.06%
$8.87 - $10.43 $8.87 - $10.4
1.75K $15K
HBT
Hbt Financial, Inc.

Financial Services
-2
- 14.29%
$20.76 - $25.55 $41.5 - $51.1
12 $0
BCYC
Bicycle Therapeutics PLC

Healthcare
-11
- 45.83%
$8.49 - $15.16 $93.4 - $167
13 $0
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-49
- 6.54%
$36.05 - $45.61 $1.77K - $2.23K
700 $27K
CTGO
Contango Ore, Inc.

Basic Materials
-14
- 53.85%
$9.0 - $11.6 $126 - $162
12 $0
MGY
Magnolia Oil & Gas Corp

Energy
-11
- 2.06%
$22.26 - $26.58 $245 - $292
522 $13K
BCH
Bank Of Chile

Financial Services
-80
- 12.21%
$22.15 - $28.49 $1.77K - $2.28K
575 $15K
NWE
Northwestern Corp

Utilities
-72
- 5.99%
$51.11 - $57.87 $3.68K - $4.17K
1.13K $65K
BOOM
Dmc Global Inc.

Energy
-21
- 2.28%
$7.19 - $9.06 $151 - $190
901 $7K
EUSB
Ishares Tr Esg Advanced Total

Technology
-81
- 1.36%
$42.05 - $43.43 $3.41K - $3.52K
5.89K $254K
FUBO
Fubo Tv Inc.

Communication Services
-75
- 14.31%
$1.41 - $5.46 $106 - $410
449 $1K
BILI
Bilibili Inc.

Communication Services
-2
- 0.19%
$15.97 - $24.1 $31.9 - $48.2
1.05K $20K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-53
- 0.88%
$32.5 - $33.3 $1.72K - $1.76K
5.97K $198K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-66
- 4.84%
$12.61 - $14.92 $832 - $985
1.3K $18K
JPIB
Jpmorgan International Bond Op

ETFs
-3
- 0.13%
$46.97 - $48.35 $141 - $145
2.28K $109K
EMGF
Ishares Msci Emerging Markets

ETFs
-47
- 2.25%
$44.18 - $48.23 $2.08K - $2.27K
2.04K $95K
CSWC
Capital Southwest Corp

Financial Services
-6
- 0.25%
$21.69 - $23.81 $130 - $143
2.36K $52K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-24
- 2.69%
$44.39 - $50.29 $1.07K - $1.21K
868 $42K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-547
- 1.45%
$49.67 - $51.43 $27.2K - $28.1K
37.1K $1.89M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-32
- 4.52%
$14.09 - $18.05 $451 - $578
676 $12K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-1
- 0.31%
$46.83 - $56.05 $46.8 - $56.1
321 $17K
OPCH
Option Care Health, Inc.

Healthcare
-23
- 9.31%
$22.7 - $35.2 $522 - $810
224 $7K
DGICA
Donegal Group Inc

Financial Services
-22
- 3.03%
$14.28 - $19.63 $314 - $432
704 $13K
BECN
Beacon Roofing Supply Inc

Industrials
-10
- 6.21%
$100.48 - $123.86 $1K - $1.24K
151 $18K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4
- 0.26%
$48.43 - $49.9 $194 - $200
1.51K $75K
TIMB
Tim S.A.

Communication Services
-100
- 12.27%
$11.42 - $15.65 $1.14K - $1.57K
715 $11K
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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