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
CPRI
Capri Holdings LTD

Consumer Cyclical
-57
- 42.86%
$12.48 - $19.63 $711 - $1.12K
76 $1K
PEG
Public Service Enterprise Group Inc

Utilities
-81
- 2.55%
$77.13 - $84.18 $6.25K - $6.82K
3.09K $260K
MBSD
Flexshares Tr Disciplined Dura

ETFs
-4
- 0.69%
$20.29 - $20.82 $81.2 - $83.3
579 $11K
DBI
Designer Brands Inc.

Consumer Cyclical
-150
- 45.87%
$2.22 - $3.9 $333 - $585
177 $0
PARA
Paramount Global

Communication Services
-78
- 15.03%
$10.65 - $12.9 $831 - $1.01K
441 $5K
CERT
Certara, Inc.

Healthcare
-177
- 32.96%
$9.05 - $14.47 $1.6K - $2.56K
360 $4K
RCEL
Avita Medical, Inc.

Healthcare
-129
- 82.69%
$4.77 - $10.25 $615 - $1.32K
27 $0
TSQ
Townsquare Media, Inc.

Communication Services
-202
- 84.17%
$6.59 - $8.21 $1.33K - $1.66K
38 $0
ICLN
Ishares

ETFs
-137
- 97.16%
$10.56 - $13.31 $1.45K - $1.82K
4 $0
KLXE
Klx Energy Services Holdings, Inc.

Energy
-349
- 73.32%
$1.65 - $3.41 $576 - $1.19K
127 $0
RH
Rh

Consumer Cyclical
-3
- 20.0%
$145.66 - $249.35 $437 - $748
12 $2K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
-49
- 14.2%
$6.16 - $7.97 $302 - $391
296 $1K
LAND
Gladstone Land Corp

Real Estate
-6
- 6.25%
$8.95 - $10.51 $53.7 - $63.1
90 $0
WFG
West Fraser Timber Co., LTD

Basic Materials
-3
- 1.7%
$70.53 - $78.77 $212 - $236
173 $12K
MSEX
Middlesex Water CO

Utilities
-17
- 22.97%
$54.18 - $66.57 $921 - $1.13K
57 $3K
FSP
Franklin Street Properties Corp

Real Estate
-657
- 99.24%
$1.46 - $1.87 $959 - $1.23K
5 $0
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-45
- 60.0%
$20.4 - $25.29 $918 - $1.14K
30 $0
ARRY
Array Technologies, Inc.

Technology
-338
- 65.38%
$3.98 - $8.44 $1.35K - $2.85K
179 $1K
MGTX
Meira G Tx Holdings PLC

Healthcare
-131
- 64.53%
$4.64 - $7.26 $608 - $951
72 $0
FF
Future Fuel Corp.

Basic Materials
-236
- 75.64%
$3.85 - $4.3 $909 - $1.01K
76 $0
ALEC
Alector, Inc.

Healthcare
-705
- 73.9%
$0.9 - $1.63 $635 - $1.15K
249 $0
HFFG
Hf Foods Group Inc.

Consumer Defensive
-23
- 46.94%
$3.05 - $4.5 $70.1 - $104
26 $0
Fidelity Enhanced Large Cap Core ETF
-187
- 72.48%
N/A
71 $0
BHC
Bausch Health Companies Inc.

Healthcare
-5
- 6.25%
$4.32 - $6.66 $21.6 - $33.3
75 $0
Fidelity Enhanced Large Cap Growth ETF
-155
- 1.64%
N/A
9.31K $0
CAPR
Capricor Therapeutics, Inc.

Healthcare
-4
- 10.26%
$6.34 - $14.23 $25.4 - $56.9
35 $0
Oddity Tech LTD Shs Cl A
-37
- 25.17%
N/A
110 $0
TCX
Tucows Inc

Technology
-2
- 16.67%
$14.28 - $20.26 $28.6 - $40.5
10 $0
Neurogene Inc Com
-1
- 5.56%
N/A
17 $0
Peakstone Realty Trust Common Shares
-24
- 7.45%
N/A
298 $0
BRT
Brt Apartments Corp.

Real Estate
-3
- 37.5%
$14.95 - $16.6 $44.8 - $49.8
5 $0
Fidelity Enhanced Large Cap Value ETF
-2.05K
- 69.08%
N/A
919 $0
Dimensional World Equity ETF
-52
- 0.64%
N/A
8.1K $0
Net Lease Office Properties Com
-566
- 35.87%
N/A
1.01K $0
UIHC
United Insurance Holdings Corp.

Financial Services
-24
- 51.06%
N/A
23 $0
IQ
I Qiyi, Inc.

Communication Services
-17
- 6.59%
$1.53 - $2.23 $26 - $37.9
241 $0
COGT
Cogent Biosciences, Inc.

Healthcare
-18
- 94.74%
$4.02 - $7.51 $72.4 - $135
1 $0
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
-3
- 5.45%
N/A
52 $2K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
-171
- 68.13%
$0.85 - $1.2 $145 - $205
80 $0
DXLG
Destination Xl Group, Inc.

Consumer Cyclical
-37
- 84.09%
$0.94 - $1.5 $34.8 - $55.5
7 $0
HUYA
Huya Inc.

Communication Services
-313
- 51.57%
$2.92 - $4.1 $914 - $1.28K
294 $1K
DMRC
Digimarc Corp

Technology
-3
- 15.79%
$10.66 - $14.34 $32 - $43
16 $0
Jacobs Solutions Inc Com
-1.65K
- 39.01%
N/A
2.58K $0
BTBT
Bit Digital, Inc

Financial Services
-210
- 87.87%
$1.73 - $2.69 $363 - $565
29 $0
TPIC
Tpi Composites, Inc

Industrials
-25
- 9.09%
$0.68 - $1.36 $17 - $34
250 $0
Advisorshares Star Global Buy Write ETF
-1.96K
- 24.76%
N/A
5.95K $0
OMI
Owens & Minor Inc

Healthcare
-8
- 0.63%
$6.35 - $9.16 $50.8 - $73.3
1.26K $11K
Lazard Inc Com
-24
- 9.09%
N/A
240 $0
Atmus Filtration Technologies Com
-243
- 73.64%
N/A
87 $0
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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