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
Resolute Hldgs Mgmt Inc Com
13
+ 185.71%
N/A
20 $0
Smi 3 Fourteen Real Asset Allocation ETF
40.9K
+ 13.76%
N/A
338K $0
Proshares Ultrapro Short S&P500
154
+ 2.48%
N/A
6.35K $0
Kestra Med Technologies LTD Shs
65
New
N/A
65 $0
Solana ETF
10
New
N/A
10 $0
Coreweave Inc Com Cl A
927
+ 3196.55%
N/A
956 $0
Smartstop Self Storag Reit Inc Common Stock
125
New
N/A
125 $0
Praxis Impact Large Cap Growth ETF
182K
+ 21.27%
N/A
1.03M $0
Praxis Impact Large Cap Value ETF
195K
+ 18.74%
N/A
1.24M $0
Vanguard Short Duration Bond ETF
1
New
N/A
1 $0
Basel Med Group LTD Ord Shs
277
New
N/A
277 $0
Bv Finl Inc Com New
7
+ 14.0%
N/A
57 $0
Natwest Group PLC Spons Adr
2.32K
+ 18.9%
N/A
14.6K $0
Amrize LTD Shs
32
New
N/A
32 $0
Jinxin Technology Hldg CO Sponsored Ads
898
New
N/A
898 $0
TNET
Trinet Group, Inc.

Industrials
2
+ 2.5%
$62.83 - $75.19 $126 - $150
82 $5K
James Hardie Inds PLC Ord Shs
821
New
N/A
821 $0
Aebi Schmidt Hldg Ag Com
309
New
N/A
309 $0
Gci Liberty Inc Com Ser A
39
New
N/A
39 $0
Gci Liberty Inc Com Ser C
78
New
N/A
78 $0
Solo Brands Inc Com Cl A New
12
New
N/A
12 $0
Capital Group U.S. Large Growth ETF
1.88K
New
N/A
1.88K $0
Capital Group U.S. Large Value ETF
1.94K
New
N/A
1.94K $0
Reckoner Yield Enhanced Aaa Clo ETF
637
New
N/A
637 $0
BYLD
Ishares Tr Yield Optimized Bd
15
+ 0.61%
N/A
2.49K $0
Uniti Group LLC Com Shs
260
New
N/A
260 $0
Innovex International Inc Com
138
+ 61.33%
N/A
363 $0
CMCM
Cheetah Mobile Inc.

Communication Services
4
New
$4.61 - $9.25 $18.4 - $37
4 $0
RWT
Redwood Trust Inc

Real Estate
29
+ 2.67%
$5.46 - $6.37 $158 - $185
1.12K $6K
Elevra Lithium LTD Sponsored Ads
212
New
N/A
212 $0
Global X Healthtech ETF
9
New
N/A
9 $0
Klarna Group PLC Shs
10
New
N/A
10 $0
Arista Networks Inc Com Shs
929
+ 9.54%
N/A
10.7K $0
CNI
Canadian National Railway CO

Industrials
113
+ 10.11%
$92.01 - $106.6 $10.4K - $12K
1.23K $116K
Avadel Pharmaceuticals PLC Com Shs
5
+ 10.87%
N/A
51 $0
Cohen & Steers Infrastructure Rt Exp 101625
3.4K
New
N/A
3.4K $0
Viper Energy Inc Cl A
624
New
N/A
624 $0
LRMR
Larimar Therapeutics, Inc.

Healthcare
191
+ 26.02%
$2.88 - $5.1 $550 - $974
925 $2K
Chimera Invt Corp Com Shs
310
+ 98.1%
N/A
626 $0
EQNR
Equinor Asa

Energy
152
+ 2.91%
$23.7 - $27.1 $3.6K - $4.12K
5.38K $131K
TNP
Tsakos Energy Navigation LTD

Energy
1
+ 0.08%
N/A
1.31K $32K
Digitalbridge Group Inc Cl A New
126
+ 15.89%
N/A
919 $0
Southstate Bk Corp Com
2.63K
New
N/A
2.63K $0
Orion Energy Sys Inc Com New
10
New
N/A
10 $0
OCUL
Ocular Therapeutix, Inc

Healthcare
2
+ 2.56%
$9.09 - $13.6 $18.2 - $27.2
80 $0
BWFG
Bankwell Financial Group, Inc.

Financial Services
1
+ 33.33%
$36.84 - $45.99 $36.8 - $46
4 $0
ISTR
Investar Holding Corp

Financial Services
1
+ 14.29%
$19.6 - $23.61 $19.6 - $23.6
8 $0
Sila Realty Trust Inc Class A
86
New
N/A
86 $0
PCYO
Pure Cycle Corp

Utilities
22
+ 2200.0%
$9.75 - $11.5 $215 - $253
23 $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
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