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
MASI
Masimo Corp

Healthcare
39
+ 20.74%
$136.77 - $171.34 $5.33K - $6.68K
227 $33K
OLP
One Liberty Properties Inc

Real Estate
129
+ 25.2%
$21.73 - $24.46 $2.8K - $3.16K
641 $14K
POWI
Power Integrations Inc

Technology
148
+ 63.25%
$39.37 - $59.54 $5.83K - $8.81K
382 $15K
SCSC
Scansource, Inc.

Technology
18
+ 4.01%
$37.78 - $45.4 $680 - $817
467 $20K
GCI
Gannett Co., Inc.

Communication Services
179
+ 7.24%
$3.54 - $4.38 $634 - $784
2.65K $10K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3
+ 0.05%
$117.65 - $120.08 $353 - $360
5.6K $669K
SHYD
Vaneck Short High Yield Muni E

ETFs
34
+ 0.9%
$22.31 - $23.01 $759 - $782
3.81K $87K
CIO
City Office Reit, Inc.

Real Estate
111
+ 9.58%
$5.4 - $6.98 $599 - $775
1.27K $8K
FIVN
Five9, Inc.

Technology
112
+ 219.61%
$24.05 - $29.16 $2.69K - $3.27K
163 $3K
HLIT
Harmonic Inc

Technology
135
+ 15.13%
$8.35 - $10.49 $1.13K - $1.42K
1.03K $10K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
28
+ 8.48%
$98.64 - $113.55 $2.76K - $3.18K
358 $37K
ENVA
Enova International, Inc.

Financial Services
4
+ 0.89%
$100.56 - $127.32 $402 - $509
454 $52K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
9
+ 0.94%
$32.8 - $39.43 $295 - $355
971 $33K
BFS
Saul Centers, Inc.

Real Estate
76
+ 26.39%
$31.36 - $35.31 $2.38K - $2.68K
364 $11K
MDXG
Mimedx Group, Inc.

Healthcare
317
+ 3962.5%
$6.1 - $7.31 $1.93K - $2.32K
325 $2K
SEDG
Solaredge Technologies, Inc.

Technology
30
+ 28.85%
$21.86 - $39.45 $656 - $1.18K
134 $4K
APLE
Apple Hospitality Reit, Inc.

Real Estate
116
+ 4.1%
$11.53 - $13.17 $1.34K - $1.53K
2.95K $35K
FMX
Mexican Economic Development Inc

Consumer Defensive
78
+ 6.75%
$83.67 - $106.19 $6.53K - $8.28K
1.23K $121K
CSR
Centerspace

Real Estate
35
+ 19.66%
$53.18 - $61.09 $1.86K - $2.14K
213 $12K
PLAB
Photronics Inc

Technology
42
+ 14.43%
$19.16 - $25.06 $805 - $1.05K
333 $7K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
1
+ 0.23%
$87.51 - $91.22 $87.5 - $91.2
438 $39K
PKBK
Parke Bancorp, Inc.

Financial Services
50
+ 250.0%
$20.31 - $22.72 $1.02K - $1.14K
70 $1K
FNLC
First Bancorp, Inc

Financial Services
31
+ 7.81%
$24.78 - $27.54 $768 - $854
428 $11K
AROW
Arrow Financial Corp

Financial Services
13
+ 1.88%
$26.16 - $29.8 $340 - $387
705 $19K
VYGR
Voyager Therapeutics, Inc.

Healthcare
83
+ 41.09%
$2.96 - $4.71 $246 - $391
285 $1K
EQBK
Equity Bancshares Inc

Financial Services
25
+ 4.26%
N/A
612 $21K
FRBA
First Bank (Nj) Common Stock

Financial Services
44
+ 29.93%
$14.64 - $16.99 $644 - $748
191 $3K
FF
Future Fuel Corp.

Basic Materials
229
+ 301.32%
$3.61 - $4.28 $827 - $980
305 $1K
GWRS
Global Water Resources, Inc.

Utilities
104
+ 472.73%
$9.36 - $10.81 $973 - $1.12K
126 $1K
ATLO
Ames National Corp

Financial Services
32
+ 72.73%
$17.9 - $20.71 $573 - $663
76 $1K
JJSF
J&J Snack Foods Corp

Consumer Defensive
69
+ 19.66%
$95.27 - $119.44 $6.57K - $8.24K
420 $40K
CVBF
Cvb Financial Corp

Financial Services
118
+ 8.93%
$18.37 - $21.19 $2.17K - $2.5K
1.44K $27K
OSBC
Old Second Bancorp Inc

Financial Services
130
+ 8.78%
$16.56 - $19.08 $2.15K - $2.48K
1.61K $27K
WTBA
West Bancorporation Inc

Financial Services
34
+ 8.76%
$17.8 - $21.14 $605 - $719
422 $8K
SD
Sandridge Energy Inc

Energy
69
+ 19.77%
$10.0 - $12.1 $690 - $835
418 $4K
SAFT
Safety Insurance Group Inc

Financial Services
71
+ 14.31%
$69.3 - $79.05 $4.92K - $5.61K
567 $40K
LEG
Leggett & Platt Inc

Consumer Cyclical
128
+ 5.99%
$8.08 - $10.59 $1.03K - $1.36K
2.27K $20K
BOTZ
Global X Fds

ETFs
6
+ 1.55%
$32.14 - $35.96 $193 - $216
392 $13K
MBIN
Merchants Bancorp

Financial Services
28
+ 7.87%
$29.18 - $36.0 $817 - $1.01K
384 $12K
BLDP
Ballard Power Systems Inc.

Industrials
249
+ 77.33%
$1.61 - $2.99 $401 - $745
571 $1K
NLOK
Norton Life Lock Inc.

Technology
69
+ 2.83%
N/A
2.51K $53K
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
12
+ 2.58%
$3.41 - $4.35 $40.9 - $52.2
478 $2K
CLPR
Clipper Realty Inc.

Real Estate
8
+ 3.01%
$3.44 - $4.48 $27.5 - $35.8
274 $1K
CMF
Ishares California Muni Bond E

ETFs
2
+ 0.56%
$55.16 - $57.13 $110 - $114
356 $20K
YEXT
Yext, Inc.

Technology
135
+ 11.97%
$7.73 - $9.16 $1.04K - $1.24K
1.26K $10K
PWZ
Invesco California Amt Free Mu

ETFs
11
+ 0.89%
$22.77 - $24.07 $250 - $265
1.25K $29K
RBB
Rbb Bancorp

Financial Services
58
+ 48.33%
N/A
178 $3K
CELC
Celcuity Inc.

Healthcare
7
+ 41.18%
$12.58 - $62.68 $88.1 - $439
24 $1K
FUBO
Fubo Tv Inc.

Communication Services
221
+ 42.18%
$3.31 - $4.56 $732 - $1.01K
745 $3K
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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