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
TIGR
Up Fintech Holding LTD

Financial Services
-538
- 18.24%
$6.64 - $9.97 $3.57K - $5.36K
2.41K $23K
FOUR
Shift4 Payments, Inc.

Technology
-36
- 33.96%
$72.5 - $99.11 $2.61K - $3.57K
70 $6K
RGEN
Repligen Corp

Healthcare
-20
- 52.63%
$108.89 - $145.23 $2.18K - $2.9K
18 $2K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
-360
- 31.2%
$3.99 - $4.93 $1.44K - $1.77K
794 $3K
API
Agora, Inc.

Technology
-352
- 61.97%
$2.61 - $4.04 $919 - $1.42K
216 $0
IART
Integra Lifesciences Holdings Corp

Healthcare
-36
- 22.93%
$11.6 - $21.78 $418 - $784
121 $1K
FENC
Fennec Pharmaceuticals Inc.

Healthcare
-394
- 74.48%
$5.01 - $8.4 $1.97K - $3.31K
135 $1K
SEM
Select Medical Holdings Corp

Healthcare
-84
- 13.46%
$14.26 - $18.41 $1.2K - $1.55K
540 $8K
RVMD
Revolution Medicines, Inc.

Healthcare
-71
- 65.74%
$31.13 - $41.98 $2.21K - $2.98K
37 $1K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
-109
- 33.33%
$21.88 - $31.06 $2.38K - $3.39K
218 $6K
BHE
Benchmark Electronics Inc

Technology
-57
- 39.04%
$32.53 - $39.36 $1.85K - $2.24K
89 $3K
BXC
Blue Linx Holdings Inc.

Industrials
-16
- 32.65%
$63.76 - $78.03 $1.02K - $1.25K
33 $2K
ERII
Energy Recovery, Inc.

Industrials
-36
- 49.32%
$11.37 - $15.97 $409 - $575
37 $0
STGW
Stagwell Inc

Communication Services
-161
- 53.49%
$4.16 - $6.02 $670 - $969
140 $0
FNDX
Schwab Fundamental U S Large C

ETFs
-45
- 13.04%
$20.84 - $24.54 $938 - $1.1K
300 $7K
CLBK
Columbia Financial, Inc.

Financial Services
-30
- 2.78%
$13.07 - $15.57 $392 - $467
1.05K $15K
ENVX
Enovix Corp

Industrials
-154
- 70.97%
$5.46 - $10.53 $841 - $1.62K
63 $0
TDOC
Teladoc Health, Inc.

Healthcare
-69
- 41.57%
$6.51 - $8.71 $449 - $601
97 $0
AFYA
Afya LTD

Consumer Defensive
-101
- 26.1%
$16.61 - $19.61 $1.68K - $1.98K
286 $5K
XNCR
Xencor Inc

Healthcare
-17
- 4.56%
$7.52 - $11.26 $128 - $191
356 $2K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
-146
- 14.07%
$3.59 - $5.25 $524 - $767
892 $4K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
-56
- 17.39%
$2.57 - $4.95 $144 - $277
266 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4
- 0.55%
$85.42 - $94.39 $342 - $378
723 $67K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
-127
- 5.13%
$1.04 - $1.63 $132 - $207
2.35K $2K
AGRO
Adecoagro S.A.

Consumer Defensive
-94
- 26.48%
$8.5 - $11.69 $799 - $1.1K
261 $2K
EE
Excelerate Energy, Inc.

Utilities
-19
- 25.0%
$24.7 - $31.83 $469 - $605
57 $1K
LFST
Life Stance Health Group, Inc.

Healthcare
-54
- 22.31%
$4.83 - $6.91 $261 - $373
188 $0
WEAV
Weave Communications, Inc.

Technology
-67
- 27.8%
$8.11 - $11.18 $543 - $749
174 $1K
HGTY
Hagerty, Inc.

Financial Services
-233
- 19.51%
$8.34 - $10.18 $1.94K - $2.37K
961 $9K
NINE
Nine Energy Service, Inc.

Energy
-633
- 56.37%
$0.45 - $1.17 $285 - $741
490 $0
ACRE
Ares Commercial Real Estate Corp

Real Estate
-207
- 73.4%
$3.5 - $5.07 $725 - $1.05K
75 $0
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-17
- 2.67%
$28.45 - $33.08 $484 - $562
620 $19K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
-32
- 55.17%
$28.23 - $38.37 $903 - $1.23K
26 $0
MASS
908 Devices Inc.

Healthcare
-307
- 63.56%
$3.63 - $7.97 $1.11K - $2.45K
176 $1K
EMBC
Embecta Corp.

Healthcare
-40
- 8.79%
$9.28 - $13.3 $371 - $532
415 $4K
ROG
Rogers Corp

Technology
-23
- 12.04%
$52.69 - $71.02 $1.21K - $1.63K
168 $11K
ZIMV
Zim Vie Inc.

Healthcare
-82
- 80.39%
$8.28 - $10.56 $679 - $866
20 $0
AMPL
Amplitude, Inc.

Technology
-143
- 51.25%
$7.71 - $12.97 $1.1K - $1.85K
136 $1K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-16
- 13.11%
$32.45 - $40.68 $519 - $651
106 $3K
URA
Global X Uranium ETF

ETFs
-100
- 50.0%
$20.26 - $38.81 $2.03K - $3.88K
100 $3K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
-27
- 75.0%
$37.13 - $59.74 $1K - $1.61K
9 $0
PZZA
Papa Johns International Inc

Consumer Cyclical
-60
- 31.41%
$30.45 - $51.79 $1.83K - $3.11K
131 $6K
JETS
ETF Ser Solutions U S Global J

ETFs
-275
- 11.58%
$17.37 - $23.44 $4.78K - $6.45K
2.1K $48K
GOTU
Gaotu Techedu Inc.

Consumer Defensive
-313
- 61.01%
$2.6 - $4.04 $814 - $1.26K
200 $0
AOMR
Angel Oak Mortgage, Inc.

Real Estate
-118
- 93.65%
$7.5 - $10.17 $885 - $1.2K
8 $0
UPST
Upstart Holdings, Inc.

Financial Services
-47
- 42.34%
$34.8 - $64.85 $1.64K - $3.05K
64 $4K
REPL
Replimune Group, Inc.

Healthcare
-73
- 42.2%
$6.92 - $10.38 $505 - $758
100 $0
SGRY
Surgery Partners, Inc.

Healthcare
-41
- 64.06%
$19.3 - $23.94 $791 - $982
23 $0
GETY
Vector Holding, LLC

Communication Services
-187
- 14.95%
$1.35 - $2.01 $252 - $376
1.06K $1K
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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