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
ZETA
Zeta Global Holdings Corp.

Technology
73
+ 13.18%
$14.0 - $22.08 $1.02K - $1.61K
627 $12K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
23
+ 4.34%
$22.82 - $29.26 $525 - $673
553 $16K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
211
+ 162.31%
$17.97 - $22.57 $3.79K - $4.76K
341 $6K
WULF
Terawulf Inc.

Financial Services
23
+ 4.16%
$4.63 - $11.7 $106 - $269
576 $6K
TPHE
Timothy Plan High Divid Stk En

ETFs
22
+ 0.64%
$25.26 - $26.19 $556 - $576
3.47K $90K
IONR
Ioneer LTD

Basic Materials
859
+ 425.25%
$2.7 - $4.9 $2.32K - $4.21K
1.06K $4K
THRM
Gentherm Inc

Consumer Cyclical
59
+ 17.46%
$29.73 - $37.17 $1.75K - $2.19K
397 $13K
QBTS
D Wave Quantum Inc.

Technology
53
+ 20.38%
$14.81 - $27.72 $785 - $1.47K
313 $7K
LXFR
Luxfer Holdings PLC

Industrials
129
+ 8.17%
$11.38 - $14.77 $1.47K - $1.91K
1.71K $23K
CSGS
Csg Systems International Inc

Technology
71
+ 23.67%
$60.77 - $67.01 $4.31K - $4.76K
371 $23K
MATW
Matthews International Corp

Industrials
170
+ 38.46%
$23.04 - $25.89 $3.92K - $4.4K
612 $14K
MGRC
Mcgrath Rentcorp

Industrials
31
+ 11.52%
$113.6 - $127.77 $3.52K - $3.96K
300 $35K
XLB
Select Sector Spdr Fd Material

ETFs
41
+ 8.35%
$86.72 - $92.61 $3.56K - $3.8K
532 $47K
CNOB
Connect One Bancorp, Inc.

Financial Services
112
+ 13.35%
$22.24 - $26.24 $2.49K - $2.94K
951 $23K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
87
+ 104.82%
$50.79 - $67.47 $4.42K - $5.87K
170 $8K
BMBL
Bumble Inc.

Technology
670
+ 44.91%
$6.07 - $8.57 $4.07K - $5.74K
2.16K $13K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
112
New
$42.75 - $43.37 $4.79K - $4.86K
112 $4K
PSEC
Prospect Capital Corp

Financial Services
1.69K
+ 1446.15%
$2.59 - $3.47 $4.38K - $5.87K
1.81K $4K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
14
+ 1.19%
$3.63 - $7.13 $50.8 - $99.8
1.19K $8K
TNDM
Tandem Diabetes Care Inc

Healthcare
410
+ 242.6%
$10.12 - $17.24 $4.15K - $7.07K
579 $7K
DHIL
Diamond Hill Investment Group Inc

Financial Services
37
+ 20.67%
$133.4 - $158.38 $4.94K - $5.86K
216 $30K
DAKT
Daktronics Inc

Technology
7
+ 1.1%
$15.38 - $24.04 $108 - $168
646 $13K
GBCI
Glacier Bancorp, Inc.

Financial Services
4
+ 0.56%
$42.86 - $50.13 $171 - $201
718 $34K
MLR
Miller Industries Inc

Consumer Cyclical
192
+ 23.3%
$38.19 - $46.56 $7.33K - $8.94K
1.02K $40K
UVSP
Univest Financial Corp

Financial Services
147
+ 33.64%
$28.12 - $32.7 $4.13K - $4.81K
584 $17K
NTGR
Netgear, Inc.

Technology
127
+ 90.07%
$22.5 - $32.39 $2.86K - $4.11K
268 $8K
PGC
Peapack Gladstone Financial Corp

Financial Services
152
+ 153.54%
$24.75 - $30.42 $3.76K - $4.62K
251 $6K
VICR
Vicor Corp

Technology
63
+ 18.58%
$43.84 - $54.72 $2.76K - $3.45K
402 $19K
DSGX
Descartes Systems Group Inc

Technology
104
+ 15.27%
$94.23 - $107.79 $9.8K - $11.2K
785 $73K
CC
Chemours CO

Basic Materials
199
+ 105.85%
$11.5 - $17.53 $2.29K - $3.49K
387 $6K
TDOC
Teladoc Health, Inc.

Healthcare
504
+ 519.59%
$6.78 - $8.85 $3.42K - $4.46K
601 $4K
PODD
Insulet Corp

Healthcare
18
+ 6.14%
$277.3 - $352.82 $4.99K - $6.35K
311 $96K
APEI
American Public Education Inc

Consumer Defensive
51
+ 54.26%
$28.03 - $39.47 $1.43K - $2.01K
145 $5K
FCPT
Four Corners Property Trust, Inc.

Real Estate
226
+ 23.18%
$24.37 - $27.18 $5.51K - $6.14K
1.2K $29K
CLDX
Celldex Therapeutics, Inc.

Healthcare
91
+ 53.22%
$20.01 - $26.19 $1.82K - $2.38K
262 $6K
HCM
Hutchmed (China) LTD

Healthcare
140
+ 43.08%
$14.83 - $19.21 $2.08K - $2.69K
465 $7K
HROW
Harrow Health, Inc.

Healthcare
15
+ 11.63%
$30.57 - $48.85 $459 - $733
144 $6K
HBNC
Horizon Bancorp Inc

Financial Services
152
+ 17.8%
$15.01 - $16.88 $2.28K - $2.57K
1.01K $16K
SHBI
Shore Bancshares Inc

Financial Services
107
+ 5.38%
$15.18 - $17.45 $1.62K - $1.87K
2.1K $34K
HONE
Harbor One Bancorp, Inc.

Financial Services
119
+ 14.25%
$11.61 - $13.75 $1.38K - $1.64K
954 $12K
AVT
Avnet Inc

Technology
87
+ 4.54%
$49.46 - $56.3 $4.3K - $4.9K
2.01K $104K
PENN
Penn National Gaming Inc

Consumer Cyclical
119
+ 38.26%
$16.8 - $20.47 $2K - $2.44K
430 $8K
OFLX
Omega Flex, Inc.

Industrials
110
+ 142.86%
$31.19 - $36.37 $3.43K - $4K
187 $5K
APLD
Applied Blockchain, Inc.

Financial Services
49
+ 24.62%
$9.18 - $24.67 $450 - $1.21K
248 $5K
RCUS
Arcus Biosciences, Inc.

Healthcare
133
+ 43.75%
$8.22 - $13.6 $1.09K - $1.81K
437 $5K
PFBC
Preferred Bank

Financial Services
15
+ 4.53%
$89.02 - $97.01 $1.34K - $1.46K
346 $31K
VIOT
Viomi Technology Co., LTD

Consumer Cyclical
9
+ 0.57%
$1.34 - $3.79 $12.1 - $34.1
1.58K $5K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
34
+ 2.81%
$31.86 - $39.7 $1.08K - $1.35K
1.25K $41K
GSBC
Great Southern Bancorp, Inc.

Financial Services
27
+ 10.11%
$55.99 - $64.51 $1.51K - $1.74K
294 $18K
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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