Ever Source Wealth Advisors, LLC Reduced Holdings in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTRS
Viatris Inc

Healthcare
-565
- 14.38%
$7.26 - $9.12 $4.1K - $5.15K
3.36K $30K
IIPR
Innovative Industrial Properties Inc

Real Estate
-63
- 37.06%
$48.03 - $58.9 $3.03K - $3.71K
107 $5K
BNTX
Bio N Tech Se

Healthcare
-55
- 49.11%
$86.65 - $120.54 $4.77K - $6.63K
57 $6K
SVC
Service Properties Trust

Real Estate
-1.67K
- 56.34%
$1.78 - $2.63 $2.97K - $4.39K
1.29K $3K
ASND
Ascendis Pharma A/S

Healthcare
-50
- 19.16%
$137.41 - $179.1 $6.87K - $8.96K
211 $36K
REAL
The Real Real, Inc.

Consumer Cyclical
-326
- 6.07%
$4.79 - $7.29 $1.56K - $2.38K
5.04K $24K
ERIE
Erie Indemnity CO

Financial Services
-1
- 1.69%
$340.45 - $423.93 $340 - $424
58 $20K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-46
- 37.4%
$45.71 - $61.66 $2.1K - $2.84K
77 $3K
APOG
Apogee Enterprises, Inc.

Industrials
-66
- 22.53%
$37.58 - $48.0 $2.48K - $3.17K
227 $9K
OXM
Oxford Industries Inc

Consumer Cyclical
-43
- 38.39%
$37.26 - $60.9 $1.6K - $2.62K
69 $2K
INMD
In Mode Ltd.

Healthcare
-175
- 42.79%
$13.28 - $18.1 $2.32K - $3.17K
234 $3K
PAR
Par Technology Corp

Technology
-59
- 34.1%
$50.87 - $69.82 $3K - $4.12K
114 $7K
MGA
Magna International Inc

Consumer Cyclical
-165
- 24.96%
$30.82 - $38.61 $5.09K - $6.37K
496 $19K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-17
- 2.43%
$30.03 - $40.05 $511 - $681
683 $24K
PIPR
Piper Sandler Companies

Financial Services
-14
- 26.42%
$210.78 - $281.82 $2.95K - $3.95K
39 $10K
FMBH
First Mid Bancshares, Inc.

Financial Services
-108
- 42.52%
$31.0 - $38.22 $3.35K - $4.13K
146 $5K
MEOH
Methanex Corp

Basic Materials
-65
- 15.15%
$25.87 - $37.31 $1.68K - $2.43K
364 $12K
JACK
Jack In The Box Inc

Consumer Cyclical
-60
- 38.71%
$16.83 - $28.8 $1.01K - $1.73K
95 $1K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-212
- 24.62%
$12.82 - $18.15 $2.72K - $3.85K
649 $10K
MGPI
Mgp Ingredients Inc

Consumer Defensive
-105
- 51.72%
$26.51 - $33.56 $2.78K - $3.52K
98 $2K
SEDG
Solaredge Technologies, Inc.

Technology
-248
- 70.45%
$11.58 - $23.98 $2.87K - $5.95K
104 $2K
SNAP
Snap Inc

Communication Services
-373
- 15.52%
$7.23 - $9.21 $2.7K - $3.44K
2.03K $17K
NN
Nextnav Inc.

Communication Services
-259
- 70.96%
$10.96 - $15.32 $2.84K - $3.97K
106 $1K
INTA
Intapp, Inc.

Technology
-20
- 7.22%
$48.49 - $59.55 $970 - $1.19K
257 $13K
BEAM
Beam Therapeutics Inc.

Healthcare
-141
- 90.38%
$14.54 - $20.24 $2.05K - $2.85K
15 $0
SDGR
Schrodinger, Inc.

Healthcare
-169
- 43.56%
$17.97 - $26.69 $3.04K - $4.51K
219 $4K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
-469
- 48.75%
$6.18 - $9.06 $2.9K - $4.25K
493 $4K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
-234
- 94.35%
$8.9 - $14.15 $2.08K - $3.31K
14 $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
-171
- 7.69%
$35.77 - $42.27 $6.12K - $7.23K
2.05K $86K
OFLX
Omega Flex, Inc.

Industrials
-73
- 48.67%
$29.0 - $35.12 $2.12K - $2.56K
77 $2K
CMRE
Costamare Inc.

Industrials
-146
- 6.78%
$6.84 - $10.34 $999 - $1.51K
2.01K $18K
TPG
Tpg Inc.

Financial Services
-43
- 66.15%
$39.68 - $53.09 $1.71K - $2.28K
22 $1K
AUDC
Audiocodes LTD

Technology
-235
- 38.52%
$8.15 - $9.82 $1.92K - $2.31K
375 $3K
VERV
Verve Therapeutics, Inc.

Healthcare
-519
- 99.43%
$2.97 - $11.38 $1.54K - $5.91K
3 $0
RXO
Rxo, Inc.
-36
- 12.72%
$12.58 - $19.55 $453 - $704
247 $3K
AUR
Aurora Innovation, Inc.

Technology
-71
- 7.14%
$5.17 - $8.14 $367 - $578
923 $4K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-251
- 38.09%
$7.2 - $8.64 $1.81K - $2.17K
408 $3K
CWCO
Consolidated Water Co. Ltd.

Utilities
-53
- 62.35%
$22.81 - $30.14 $1.21K - $1.6K
32 $0
ATRC
Atri Cure, Inc.

Healthcare
-72
- 67.29%
$29.07 - $34.94 $2.09K - $2.52K
35 $1K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-30
- 18.75%
$21.27 - $26.73 $638 - $802
130 $2K
DAC
Danaos Corp

Industrials
-40
- 17.86%
$66.47 - $89.19 $2.66K - $3.57K
184 $15K
ADGI
Adagio Therapeutics, Inc.

Healthcare
-513
- 82.48%
N/A
109 $0
CRSR
Corsair Gaming, Inc.

Technology
-280
- 24.14%
$5.79 - $9.7 $1.62K - $2.72K
880 $8K
IYE
Ishares Tr

ETFs
-29
- 26.85%
$40.36 - $49.67 $1.17K - $1.44K
79 $3K
OSTK
Overstock.Com, Inc

Consumer Cyclical
-83
- 89.25%
N/A
10 $0
BILI
Bilibili Inc.

Communication Services
-185
- 17.59%
$14.88 - $21.45 $2.75K - $3.97K
867 $18K
TNC
Tennant CO

Industrials
-15
- 14.71%
$68.18 - $81.07 $1.02K - $1.22K
87 $6K
PLAB
Photronics Inc

Technology
-48
- 14.16%
$16.71 - $20.93 $802 - $1K
291 $5K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-48
- 8.41%
$86.58 - $104.98 $4.16K - $5.04K
523 $54K
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
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