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
ALEC
Alector, Inc.

Healthcare
939
+ 377.11%
$1.42 - $3.18 $1.33K - $2.99K
1.19K $3K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
93
+ 120.78%
$30.62 - $52.91 $2.85K - $4.92K
170 $6K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
11
+ 1.12%
$21.94 - $24.44 $241 - $269
990 $24K
VSH
Vishay Intertechnology Inc

Technology
200
+ 123.46%
$13.76 - $17.88 $2.75K - $3.58K
362 $5K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
42
+ 6.13%
$12.88 - $18.66 $541 - $784
727 $11K
ADPT
Adaptive Biotechnologies Corp

Healthcare
36
+ 4.75%
$10.24 - $14.96 $369 - $539
794 $11K
KRNY
Kearny Financial Corp.

Financial Services
389
+ 29.79%
$5.85 - $6.95 $2.28K - $2.7K
1.7K $11K
FRME
First Merchants Corp

Financial Services
83
+ 10.77%
$37.07 - $41.88 $3.08K - $3.48K
854 $32K
DLR
Digital Realty Trust, Inc.

Real Estate
33
+ 1.64%
$161.21 - $180.02 $5.32K - $5.94K
2.05K $353K
KROS
Keros Therapeutics, Inc.

Healthcare
190
+ 380.0%
$13.34 - $16.05 $2.53K - $3.05K
240 $3K
BKD
Brookdale Senior Living Inc.

Healthcare
337
+ 108.71%
$6.69 - $8.5 $2.25K - $2.86K
647 $5K
RNGR
Ranger Energy Services, Inc.

Energy
146
+ 21.57%
$11.28 - $14.72 $1.65K - $2.15K
823 $11K
BCBP
Bcb Bancorp Inc

Financial Services
298
+ 20.08%
$8.1 - $9.25 $2.41K - $2.76K
1.78K $15K
LKFN
Lakeland Financial Corp

Financial Services
17
+ 2.7%
$60.25 - $68.73 $1.02K - $1.17K
647 $41K
WD
Walker & Dunlop, Inc.

Financial Services
17
+ 9.14%
$72.06 - $87.6 $1.23K - $1.49K
203 $16K
DRH
Diamond Rock Hospitality CO

Real Estate
357
+ 22.58%
$7.57 - $8.6 $2.7K - $3.07K
1.94K $15K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
77
+ 22.45%
$58.33 - $68.56 $4.49K - $5.28K
420 $24K
OSUR
Orasure Technologies Inc

Healthcare
1.01K
+ 975.73%
$2.75 - $3.48 $2.76K - $3.5K
1.11K $3K
STBA
S&T Bancorp Inc

Financial Services
86
+ 9.5%
$35.73 - $40.0 $3.07K - $3.44K
991 $37K
IFS
Intercorp Financial Services Inc.

Financial Services
80
New
$35.71 - $41.97 $2.86K - $3.36K
80 $3K
TRMD
Torm PLC

Energy
117
+ 142.68%
$16.71 - $23.4 $1.96K - $2.74K
199 $4K
CGEM
Cullinan Oncology, Inc.

Healthcare
645
+ 183.76%
$5.93 - $8.34 $3.82K - $5.38K
996 $5K
GLBE
Global E Online Ltd.

Consumer Cyclical
49
+ 7.44%
$30.6 - $37.65 $1.5K - $1.84K
708 $25K
FIGS
Figs, Inc.

Consumer Cyclical
354
+ 70.8%
$5.65 - $7.44 $2K - $2.63K
854 $5K
RERE
At Renew Inc.

Consumer Cyclical
159
+ 9.14%
$3.12 - $4.73 $496 - $752
1.9K $8K
RXST
Rx Sight, Inc.

Healthcare
321
+ 563.16%
$6.65 - $13.14 $2.13K - $4.22K
378 $3K
PRLB
Proto Labs Inc

Industrials
4
+ 1.56%
$38.74 - $51.02 $155 - $204
260 $13K
WRBY
Warby Parker Inc.

Healthcare
10
+ 1.99%
$21.37 - $28.56 $214 - $286
513 $14K
KIND
Nextdoor Holdings, Inc.

Communication Services
136
+ 1.95%
$1.58 - $2.31 $215 - $314
7.1K $14K
ENPH
Enphase Energy, Inc.

Technology
107
+ 76.98%
$30.11 - $42.97 $3.22K - $4.6K
246 $8K
SAND
Sandstorm Gold LTD

Basic Materials
207
+ 125.45%
$9.36 - $12.52 $1.94K - $2.59K
372 $4K
ZIMV
Zim Vie Inc.

Healthcare
144
+ 720.0%
$8.44 - $18.97 $1.22K - $2.73K
164 $3K
NBHC
National Bank Holdings Corp

Financial Services
69
+ 15.0%
$36.06 - $41.58 $2.49K - $2.87K
529 $20K
RXO
Rxo, Inc.
154
+ 62.35%
$14.25 - $17.9 $2.19K - $2.76K
401 $6K
CX
Cemex Sab De Cv

Basic Materials
136
+ 17.75%
$7.1 - $9.55 $966 - $1.3K
902 $8K
ZEUS
Olympic Steel Inc

Basic Materials
166
+ 19.98%
$30.05 - $35.46 $4.99K - $5.89K
997 $30K
EBF
Ennis, Inc.

Industrials
120
+ 7.87%
$17.57 - $18.77 $2.11K - $2.25K
1.64K $30K
NFBK
Northfield Bancorp, Inc.

Financial Services
177
+ 12.04%
$10.4 - $12.22 $1.84K - $2.16K
1.65K $19K
HYLS
First Tr Tactical High Yield L

ETFs
44
+ 1.71%
$41.62 - $42.32 $1.83K - $1.86K
2.62K $110K
STRW
Strawberry Fields Reit, Inc.
273
New
$9.96 - $12.81 $2.72K - $3.5K
273 $3K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
17
+ 27.87%
$131.47 - $143.64 $2.23K - $2.44K
78 $11K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
191
+ 21.41%
$4.38 - $7.18 $837 - $1.37K
1.08K $7K
RMAX
Re/Max Holdings, Inc.

Real Estate
290
+ 103.2%
$7.51 - $10.23 $2.18K - $2.97K
571 $5K
RNG
Ring Central, Inc.

Technology
107
+ 64.07%
$23.62 - $32.44 $2.53K - $3.47K
274 $7K
RIG
Transocean Ltd.

Energy
250
+ 6.87%
$2.55 - $3.64 $638 - $910
3.89K $12K
BAK
Braskem Sa

Basic Materials
1.5K
+ 1973.68%
$2.42 - $3.67 $3.63K - $5.51K
1.58K $3K
CRVL
Corvel Corp

Financial Services
74
+ 69.81%
$77.22 - $104.34 $5.71K - $7.72K
180 $13K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
17
+ 2.62%
$15.38 - $20.2 $261 - $343
666 $13K
TBPH
Theravance Biopharma, Inc.

Healthcare
173
+ 60.07%
$10.9 - $14.6 $1.89K - $2.53K
461 $6K
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email