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
Richmond Mut Bancorporation Com
28
New
N/A
28 $0
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
9
New
$87.69 - $96.0 $789 - $864
9 $0
Alarum Technologies LTD Sponsord Ads New
13
+ 6.77%
N/A
205 $0
JFU
9 F Inc.

Technology
105
New
$1.28 - $2.73 $134 - $287
105 $0
BCYC
Bicycle Therapeutics PLC

Healthcare
6
New
$6.86 - $8.71 $41.2 - $52.3
6 $0
Diversified Energy Company PLC Shs New
99
+ 20.54%
N/A
581 $0
CRNC
Cerence Inc.

Technology
17
+ 12.88%
$8.14 - $13.52 $138 - $230
149 $1K
Korro Bio Inc Com
67
+ 304.55%
N/A
89 $0
BNTX
Bio N Tech Se

Healthcare
5
+ 8.77%
$96.22 - $115.31 $481 - $577
62 $6K
HBT
Hbt Financial, Inc.

Financial Services
5
+ 1.01%
$23.95 - $26.66 $120 - $133
501 $12K
Know Labs Inc Com New
2.97K
+ 113.91%
N/A
5.58K $0
EBND
Spdr Bloomberg Emerging Market

ETFs
32
+ 228.57%
$20.95 - $21.57 $670 - $690
46 $0
FINV
Fin Volution Group

Financial Services
68
+ 206.06%
$7.37 - $10.6 $501 - $721
101 $0
BUG
Global X Fds Cybersecurity ETF

ETFs
7
+ 19.44%
$32.23 - $37.41 $226 - $262
43 $1K
UBFO
United Security Bancshares

Financial Services
13
New
$8.29 - $9.84 $108 - $128
13 $0
Liveperson Inc Com
127
New
N/A
127 $0
ELA
Envela Corp

Consumer Cyclical
1
New
$5.42 - $8.1 $5.42 - $8.1
1 $0
MNSB
Main Street Bancshares, Inc.

Financial Services
3
New
$19.3 - $22.93 $57.9 - $68.8
3 $0
Direxion Daily Semiconductor Bear 3 X Shares
68.5K
+ 95.85%
N/A
140K $0
GFL
Gfl Environmental Inc.

Industrials
37
+ 5.09%
$45.97 - $51.03 $1.7K - $1.89K
764 $36K
Mind Medicine Mindmed Inc Com New
14
+ 15.56%
N/A
104 $0
FVCB
Fvc Bankcorp, Inc.

Financial Services
49
+ 816.67%
$11.93 - $13.87 $585 - $680
55 $0
FVRR
Fiverr International Ltd.

Communication Services
23
+ 21.7%
$21.37 - $29.7 $492 - $683
129 $3K
BLDE
Blade Air Mobility, Inc.

Industrials
32
+ 123.08%
$3.77 - $5.87 $121 - $188
58 $0
VEL
Velocity Financial, Inc.

Financial Services
28
+ 121.74%
$16.33 - $19.19 $457 - $537
51 $0
Rapt Therapeutics Inc Com New
2
+ 3.57%
N/A
58 $0
Brookfield Infrastructure Corp Com Sub Vtg A
688
+ 87.64%
N/A
1.47K $0
AMBO
Ambow Education Holding Ltd.

Consumer Defensive
89
New
$2.34 - $3.96 $208 - $352
89 $0
WDS
Woodside Energy Group LTD

Energy
142
+ 2.76%
$15.05 - $17.66 $2.14K - $2.51K
5.28K $79K
Claritev Corporation Cl A New
13
New
N/A
13 $0
TTEC
Ttec Holdings, Inc.

Technology
9
New
$2.71 - $5.45 $24.4 - $49.1
9 $0
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
1
+ 2.04%
$14.49 - $14.86 $14.5 - $14.9
50 $0
API
Agora, Inc.

Technology
2
+ 0.93%
$3.3 - $4.18 $6.6 - $8.36
218 $0
NCNO
N Cino, Inc.

Technology
9
New
$26.19 - $32.69 $236 - $294
9 $0
Gohealth Inc Cl A New
37
+ 370.0%
N/A
47 $0
Skillsoft Corp Cl A
21
New
N/A
21 $0
ANNX
Annexon, Inc.

Healthcare
44
+ 17.46%
$2.05 - $3.37 $90.2 - $148
296 $0
BFB
Brown Forman Corp Cl B
24
+ 0.65%
N/A
3.71K $0
CIGC
Comphania Energetica De Minas
29
New
N/A
29 $0
Oruka Therapeutics Inc Com
16
New
N/A
16 $0
RGCO
Rgc Resources Inc

Utilities
6
+ 20.69%
$19.68 - $23.16 $118 - $139
35 $0
Marketwise Inc Com New Cl A
1
+ 2.04%
N/A
50 $0
RISN
Northern Lts Fd Tr Iv Inspire

Technology
2
New
$27.27 - $29.82 $54.5 - $59.6
2 $0
Outset Med Inc Com New
44
New
N/A
44 $0
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6
+ 1.24%
$25.39 - $25.57 $152 - $153
491 $12K
CURI
Curiosity Stream Inc.

Communication Services
13
+ 6.37%
$4.03 - $5.41 $52.4 - $70.3
217 $1K
KRO
Kronos Worldwide Inc

Basic Materials
22
New
$4.86 - $6.66 $107 - $147
22 $0
MLTX
Moon Lake Immunotherapeutics

Healthcare
8
New
$6.25 - $61.99 $50 - $496
8 $0
Leslies Inc Com
19
New
N/A
19 $0
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