Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNO
Vornado Realty Trust

Real Estate
60
+ 3.5%
$35.91 - $42.97 $2.15K - $2.58K
1.77K $71K
FIBK
First Interstate Bancsystem Inc

Financial Services
54
+ 3.65%
$28.41 - $33.84 $1.53K - $1.83K
1.54K $48K
BBSI
Barrett Business Services Inc

Industrials
118
+ 42.75%
$42.51 - $49.17 $5.02K - $5.8K
394 $17K
TIMB
Tim S.A.

Communication Services
55
+ 2.67%
$17.77 - $22.32 $977 - $1.23K
2.12K $47K
GPRE
Green Plains Inc.

Basic Materials
477
+ 63.94%
$6.23 - $11.15 $2.97K - $5.32K
1.22K $10K
RLAY
Relay Therapeutics, Inc.

Healthcare
489
+ 28.4%
$3.22 - $5.22 $1.57K - $2.55K
2.21K $11K
IBEX
Ibex LTD

Technology
36
+ 10.62%
$27.75 - $42.0 $999 - $1.51K
375 $15K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
81
+ 6.3%
$3.91 - $8.18 $317 - $663
1.37K $10K
OWL
Blue Owl Capital Inc.

Financial Services
517
+ 43.01%
$16.93 - $20.8 $8.75K - $10.8K
1.72K $29K
STVN
Stevanato Group S.P.A.

Healthcare
182
+ 26.92%
$21.65 - $27.95 $3.94K - $5.09K
858 $22K
VBK
Vanguard Small Cap Growth ETF

ETFs
18
+ 60.0%
$276.51 - $305.12 $4.98K - $5.49K
48 $14K
AVNT
Avient Corp

Basic Materials
167
+ 33.33%
$31.57 - $37.86 $5.27K - $6.32K
668 $22K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
90
+ 11.52%
$50.43 - $58.95 $4.54K - $5.31K
871 $46K
PRME
Prime Medicine, Inc.
400
+ 29.37%
$2.73 - $5.56 $1.09K - $2.22K
1.76K $9K
WEX
Wex Inc.

Technology
17
+ 4.3%
$149.2 - $176.26 $2.54K - $3K
412 $64K
SAVA
Cassava Sciences Inc

Healthcare
1.06K
+ 39.08%
$1.85 - $3.41 $1.96K - $3.61K
3.77K $10K
RIOT
Riot Blockchain, Inc.

Technology
96
+ 18.57%
$11.03 - $19.78 $1.06K - $1.9K
613 $11K
VTOL
Bristow Group Inc.

Energy
141
+ 30.26%
$33.13 - $38.61 $4.67K - $5.44K
607 $21K
DX
Dynex Capital Inc

Real Estate
515
+ 28.44%
$11.85 - $12.93 $6.1K - $6.66K
2.33K $28K
WB
Weibo Corp

Communication Services
312
+ 47.27%
$9.5 - $12.76 $2.96K - $3.98K
972 $12K
MELI
Mercadolibre Inc

Consumer Cyclical
12
+ 15.58%
$2292.04 - $2514.05 $27.5K - $30.2K
89 $207K
LC
Lending Club Corp

Financial Services
369
+ 567.69%
$12.25 - $17.67 $4.52K - $6.52K
434 $6K
AVAV
Aero Vironment Inc

Industrials
4
+ 2.52%
$226.08 - $314.89 $904 - $1.26K
163 $51K
BANR
Banner Corp

Financial Services
82
+ 11.66%
$61.08 - $69.4 $5.01K - $5.69K
785 $51K
WMS
Advanced Drainage Systems, Inc.

Industrials
9
+ 5.17%
$110.89 - $148.5 $998 - $1.34K
183 $25K
MSGS
Madison Square Garden Sports Corp.

Communication Services
20
+ 21.74%
$192.65 - $230.03 $3.85K - $4.6K
112 $25K
NEWT
Newtek Business Services Corp.

Financial Services
411
+ 52.42%
$11.16 - $12.53 $4.59K - $5.15K
1.2K $13K
PEG
Public Service Enterprise Group Inc

Utilities
93
+ 3.01%
$79.99 - $90.14 $7.44K - $8.38K
3.18K $265K
NTLA
Intellia Therapeutics, Inc.

Healthcare
73
+ 15.8%
$9.88 - $17.76 $721 - $1.3K
535 $9K
TEO
Telecom Argentina Sa

Communication Services
735
+ 261.57%
$6.52 - $10.56 $4.79K - $7.76K
1.02K $7K
CMCO
Columbus Mckinnon Corp

Industrials
432
+ 58.06%
$13.58 - $16.86 $5.87K - $7.28K
1.18K $16K
SIGI
Selective Insurance Group Inc

Financial Services
126
+ 14.89%
$75.0 - $90.91 $9.45K - $11.5K
972 $78K
AG
First Majestic Silver Corp

Basic Materials
50
+ 4.0%
$7.83 - $12.41 $392 - $621
1.3K $15K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
83
+ 74.77%
$68.93 - $83.01 $5.72K - $6.89K
194 $13K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
455
+ 40.73%
$13.84 - $19.11 $6.3K - $8.7K
1.57K $24K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
196
+ 12.88%
$42.56 - $49.08 $8.34K - $9.62K
1.72K $73K
HFWA
Heritage Financial Corp

Financial Services
182
+ 9.3%
$22.13 - $25.73 $4.03K - $4.68K
2.14K $51K
HMN
Horace Mann Educators Corp

Financial Services
84
+ 9.24%
$40.17 - $47.59 $3.37K - $4K
993 $44K
ASTE
Astec Industries Inc

Industrials
26
+ 4.97%
$37.91 - $48.58 $986 - $1.26K
549 $26K
WTTR
Select Energy Services, Inc.

Energy
352
+ 163.72%
$7.91 - $11.05 $2.78K - $3.89K
567 $6K
USLM
United States Lime & Minerals Inc

Basic Materials
8
+ 6.72%
$99.02 - $131.55 $792 - $1.05K
127 $16K
LASR
Nlight, Inc.

Technology
55
+ 15.28%
$18.28 - $31.55 $1.01K - $1.74K
415 $12K
DOCU
Docusign, Inc.

Technology
161
+ 15.07%
$67.14 - $85.01 $10.8K - $13.7K
1.23K $88K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
277
+ 21.21%
$7.82 - $10.09 $2.17K - $2.79K
1.58K $15K
GME
Game Stop Corp.

Consumer Cyclical
68
+ 5.32%
$22.1 - $27.28 $1.5K - $1.86K
1.35K $36K
AGM
Federal Agricultural Mortgage Corp

Financial Services
53
+ 36.3%
$167.98 - $209.73 $8.9K - $11.1K
199 $33K
HTLD
Heartland Express Inc

Industrials
592
+ 225.95%
$7.53 - $9.47 $4.46K - $5.61K
854 $7K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
41
+ 5.01%
$59.61 - $63.09 $2.44K - $2.59K
859 $54K
STNE
Stone Co Ltd.

Technology
128
+ 11.4%
$12.57 - $19.46 $1.61K - $2.49K
1.25K $23K
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