Ever Source Wealth Advisors, LLC Purchases in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEOG
Neogen Corp

Healthcare
539
+ 12.6%
$4.65 - $5.75 $2.51K - $3.1K
4.82K $27K
IMAX
Imax Corp

Communication Services
96
+ 11.03%
$24.51 - $32.75 $2.35K - $3.14K
966 $31K
CPK
Chesapeake Utilities Corp

Utilities
25
+ 11.26%
$119.5 - $135.26 $2.99K - $3.38K
247 $33K
HKD
Amtd Digital Inc.

Technology
3.75K
+ 238.92%
$1.59 - $2.0 $5.96K - $7.5K
5.32K $9K
DK
Delek Us Holdings, Inc.

Energy
148
+ 71.84%
$20.04 - $33.59 $2.97K - $4.97K
354 $11K
PFS
Provident Financial Services Inc

Financial Services
241
+ 15.57%
$17.9 - $20.32 $4.31K - $4.9K
1.79K $34K
ROLL
Rbc Bearings Inc

Industrials
26
+ 27.08%
N/A
122 $30K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
538
+ 50.9%
$13.99 - $14.88 $7.53K - $8.01K
1.6K $22K
SCHL
Scholastic Corp

Communication Services
160
+ 45.45%
$21.03 - $27.56 $3.36K - $4.41K
512 $14K
VOYA
Voya Financial, Inc.

Financial Services
66
+ 11.98%
$67.31 - $77.62 $4.44K - $5.12K
617 $46K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 0.97%
$184.09 - $279.47 $184 - $279
104 $25K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
242
+ 350.72%
$25.83 - $26.47 $6.25K - $6.41K
311 $8K
JD
Jd.Com, Inc.

Consumer Cyclical
120
+ 11.27%
$30.39 - $35.64 $3.65K - $4.28K
1.19K $41K
CCS
Century Communities, Inc.

Consumer Cyclical
43
+ 5.89%
$56.29 - $69.8 $2.42K - $3K
773 $48K
OFIX
Orthofix Medical Inc.

Healthcare
294
+ 32.38%
$10.63 - $15.48 $3.13K - $4.55K
1.2K $17K
FFIC
Flushing Financial Corp

Financial Services
362
+ 34.38%
$11.8 - $14.39 $4.27K - $5.21K
1.42K $19K
BLD
Top Build Corp

Industrials
8
+ 12.12%
$343.19 - $443.31 $2.75K - $3.55K
74 $28K
AX
Axos Financial, Inc.

Financial Services
31
+ 6.95%
$78.32 - $92.31 $2.43K - $2.86K
477 $40K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
201
+ 77.91%
$28.52 - $30.48 $5.73K - $6.13K
459 $13K
GTY
Getty Realty Corp

Real Estate
265
+ 22.31%
$26.45 - $28.87 $7.01K - $7.65K
1.45K $38K
BYD
Boyd Gaming Corp

Consumer Cyclical
62
+ 43.06%
$79.66 - $87.38 $4.94K - $5.42K
206 $17K
TBBK
Bancorp, Inc.

Financial Services
34
+ 15.89%
$58.16 - $79.6 $1.98K - $2.71K
248 $18K
PR
Permian Resources Corporation

Energy
674
+ 16.16%
$12.8 - $14.51 $8.63K - $9.78K
4.84K $62K
IRTC
I Rhythm Technologies, Inc.

Healthcare
6
+ 1.96%
$132.29 - $187.07 $794 - $1.12K
312 $53K
VC
Visteon Corp

Consumer Cyclical
20
+ 17.09%
$98.77 - $128.76 $1.98K - $2.58K
137 $16K
PRA
Proassurance Corp

Financial Services
12
+ 0.24%
$22.83 - $24.04 $274 - $288
5.1K $122K
SNDR
Schneider National, Inc.

Industrials
394
+ 39.92%
$21.09 - $26.92 $8.31K - $10.6K
1.38K $29K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
97
+ 38.65%
$73.7 - $90.42 $7.15K - $8.77K
348 $25K
HZO
Marinemax Inc

Consumer Cyclical
217
+ 61.65%
$22.19 - $28.07 $4.82K - $6.09K
569 $14K
VNO
Vornado Realty Trust

Real Estate
60
+ 3.5%
$35.91 - $42.97 $2.15K - $2.58K
1.77K $71K
FIBK
First Interstate Bancsystem Inc

Financial Services
54
+ 3.65%
$28.41 - $33.84 $1.53K - $1.83K
1.54K $48K
BBSI
Barrett Business Services Inc

Industrials
118
+ 42.75%
$42.51 - $49.17 $5.02K - $5.8K
394 $17K
TIMB
Tim S.A.

Communication Services
55
+ 2.67%
$17.77 - $22.32 $977 - $1.23K
2.12K $47K
GPRE
Green Plains Inc.

Basic Materials
477
+ 63.94%
$6.23 - $11.15 $2.97K - $5.32K
1.22K $10K
RLAY
Relay Therapeutics, Inc.

Healthcare
489
+ 28.4%
$3.22 - $5.22 $1.57K - $2.55K
2.21K $11K
IBEX
Ibex LTD

Technology
36
+ 10.62%
$27.75 - $42.0 $999 - $1.51K
375 $15K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
81
+ 6.3%
$3.91 - $8.18 $317 - $663
1.37K $10K
OWL
Blue Owl Capital Inc.

Financial Services
517
+ 43.01%
$16.93 - $20.8 $8.75K - $10.8K
1.72K $29K
STVN
Stevanato Group S.P.A.

Healthcare
182
+ 26.92%
$21.65 - $27.95 $3.94K - $5.09K
858 $22K
QCRH
Qcr Holdings Inc

Financial Services
47
+ 14.24%
$69.91 - $80.74 $3.29K - $3.79K
377 $28K
VBK
Vanguard Small Cap Growth ETF

ETFs
18
+ 60.0%
$276.51 - $305.12 $4.98K - $5.49K
48 $14K
AVNT
Avient Corp

Basic Materials
167
+ 33.33%
$31.57 - $37.86 $5.27K - $6.32K
668 $22K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
90
+ 11.52%
$50.43 - $58.95 $4.54K - $5.31K
871 $46K
PRME
Prime Medicine, Inc.
400
+ 29.37%
$2.73 - $5.56 $1.09K - $2.22K
1.76K $9K
WEX
Wex Inc.

Technology
17
+ 4.3%
$149.2 - $176.26 $2.54K - $3K
412 $64K
SAVA
Cassava Sciences Inc

Healthcare
1.06K
+ 39.08%
$1.85 - $3.41 $1.96K - $3.61K
3.77K $10K
RIOT
Riot Blockchain, Inc.

Technology
96
+ 18.57%
$11.03 - $19.78 $1.06K - $1.9K
613 $11K
VTOL
Bristow Group Inc.

Energy
141
+ 30.26%
$33.13 - $38.61 $4.67K - $5.44K
607 $21K
DX
Dynex Capital Inc

Real Estate
515
+ 28.44%
$11.85 - $12.93 $6.1K - $6.66K
2.33K $28K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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