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
LMB
Limbach Holdings, Inc.

Industrials
3
+ 15.0%
$93.01 - $149.53 $279 - $449
23 $2K
Ferguson Enterprises Inc Common Stock New
468
+ 18.78%
N/A
2.96K $0
BSIG
Bright Sphere Investment Group Inc.

Financial Services
27
+ 3.11%
N/A
895 $22K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
344
+ 15.43%
$57.1 - $70.52 $19.6K - $24.3K
2.57K $153K
Wolfspeed Inc Com
2
New
N/A
2 $0
CXDO
Crexendo, Inc.

Communication Services
3
New
$5.3 - $6.99 $15.9 - $21
3 $0
Streamex Corp Com
36
New
N/A
36 $0
Lam Research Corp Com New
1.7K
+ 20.15%
N/A
10.2K $0
CSPI
Csp Inc

Technology
1
New
$10.14 - $13.41 $10.1 - $13.4
1 $0
NC
Nacco Industries Inc

Energy
2
+ 200.0%
$35.9 - $45.27 $71.8 - $90.5
3 $0
Fortuna Mng Corp Com New
589
+ 12.24%
N/A
5.4K $0
RELL
Richardson Electronics, Ltd.

Technology
1
New
$9.43 - $11.09 $9.43 - $11.1
1 $0
RCKY
Rocky Brands, Inc.

Consumer Cyclical
1
+ 2.17%
$22.77 - $30.68 $22.8 - $30.7
47 $1K
SOL
Rene Sola LTD

Technology
101
+ 52.6%
$1.82 - $1.93 $184 - $195
293 $0
Barrick Mng Corp Com Shs
755
+ 29.57%
N/A
3.31K $0
Soleno Therapeutics Inc Com
35
+ 34.65%
N/A
136 $0
FUND
Sprott Focus Trust Inc.

Financial Services
1
+ 6.25%
$7.46 - $8.38 $7.46 - $8.38
17 $0
CLLS
Cellectis S.A.

Healthcare
183
+ 1407.69%
$1.54 - $3.67 $282 - $672
196 $0
CRH.L
Crh PLC

Basic Materials
754
+ 0.6%
N/A
127K $0
ADAP
Adaptimmune Therapeutics PLC

Healthcare
100
New
$0.04 - $0.35 $4 - $35
100 $0
IMMP
Immutep LTD

Healthcare
26
New
$1.61 - $1.8 $41.9 - $46.8
26 $0
AMEH
Apollo Medical Holdings, Inc.

Healthcare
7
New
N/A
7 $0
Ftai Aviation LTD Shs
57
+ 4.94%
N/A
1.21K $0
Meridian Corporation Com
22
New
N/A
22 $0
USM
United States Cellular Corp

Communication Services
6
+ 24.0%
$51.29 - $77.01 $308 - $462
31 $1K
Barnes & Noble Ed Inc Com New
24
New
N/A
24 $0
SWKH
Swk Holdings Corp

Financial Services
32
+ 152.38%
$14.02 - $15.28 $449 - $489
53 $0
Gsk PLC Sponsored Adr
393
+ 15.97%
N/A
2.85K $0
GLDD
Great Lakes Dredge & Dock Corp

Industrials
13
+ 4.15%
$10.53 - $12.27 $137 - $160
326 $3K
NVCR
Novo Cure LTD

Healthcare
13
+ 17.57%
$10.9 - $18.46 $142 - $240
87 $1K
Oaktree Specialty Lending Corp Com
518
+ 25900.0%
N/A
520 $0
First Svgs Finl Group Inc Com
44
New
N/A
44 $0
NRIM
Northrim Bancorp Inc

Financial Services
32
+ 266.67%
$21.72 - $99.49 $695 - $3.18K
44 $0
RMR
Rmr Group Inc.

Real Estate
17
+ 1.38%
$15.46 - $17.72 $263 - $301
1.25K $19K
GIS
General Mills Inc

Consumer Defensive
262
+ 2.73%
$48.44 - $53.83 $12.7K - $14.1K
9.88K $497K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
850
+ 5.29%
$13.6 - $15.52 $11.6K - $13.2K
16.9K $247K
AUTL
Autolus Therapeutics PLC

Healthcare
101
+ 6.46%
$1.27 - $2.68 $128 - $271
1.67K $2K
BYND
Beyond Meat, Inc.

Consumer Defensive
2
+ 0.43%
$1.82 - $4.28 $3.64 - $8.56
472 $0
PAYS
Paysign, Inc.

Technology
89
+ 7.42%
$5.12 - $8.56 $456 - $762
1.29K $7K
STLA
Stellantis N.V.

Consumer Cyclical
448
+ 7.13%
$8.74 - $10.37 $3.92K - $4.65K
6.73K $62K
BITO
Proshares Tr Bitcoin Strategy

ETFs
33
+ 4.69%
$18.74 - $23.05 $618 - $761
737 $14K
PTLO
Portillo'S Inc.

Consumer Cyclical
9
+ 8.82%
$6.06 - $12.32 $54.5 - $111
111 $0
BXSL
Blackstone Secured Lending Fund

Financial Services
45
+ 9.87%
$26.07 - $32.55 $1.17K - $1.46K
501 $13K
TROX
Tronox Holdings PLC

Basic Materials
413
+ 15.1%
$3.14 - $5.85 $1.3K - $2.42K
3.15K $12K
IDT
Idt Corp

Communication Services
2
+ 3.64%
$52.31 - $69.88 $105 - $140
57 $2K
RAMP
Live Ramp Holdings, Inc.

Technology
120
+ 14.93%
$25.76 - $34.2 $3.09K - $4.1K
924 $25K
SEMR
Se Mrush Holdings, Inc.

Technology
89
+ 15.37%
$7.08 - $10.0 $630 - $890
668 $4K
FRPT
Freshpet, Inc.

Consumer Defensive
102
+ 20.16%
$49.25 - $74.51 $5.02K - $7.6K
608 $33K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
49
+ 5.1%
$12.4 - $14.47 $608 - $709
1.01K $12K
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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