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
DNLI
Denali Therapeutics Inc.

Healthcare
51
+ 44.35%
$12.75 - $15.65 $650 - $798
166 $2K
CCM
Concord Medical Services Holdings LTD

Healthcare
163
+ 58.84%
$4.9 - $6.76 $799 - $1.1K
440 $2K
SMTC
Semtech Corp

Technology
2
+ 2.99%
$42.59 - $71.45 $85.2 - $143
69 $4K
WNC
Wabash National Corp

Industrials
118
+ 21.18%
$9.53 - $11.69 $1.12K - $1.38K
675 $6K
HSTM
Healthstream Inc

Healthcare
32
+ 9.2%
$25.65 - $29.3 $821 - $938
380 $10K
OBNK
Origin Bancorp, Inc.

Financial Services
21
+ 7.05%
N/A
319 $10K
BXC
Blue Linx Holdings Inc.

Industrials
10
+ 30.3%
$71.39 - $86.56 $714 - $866
43 $3K
URBN
Urban Outfitters Inc

Consumer Cyclical
11
+ 2.23%
$66.84 - $79.79 $735 - $878
504 $36K
CHMG
Chemung Financial Corp

Financial Services
9
+ 31.03%
$49.14 - $55.0 $442 - $495
38 $2K
CBAN
Colony Bankcorp Inc

Financial Services
22
+ 3.35%
$15.92 - $18.26 $350 - $402
678 $11K
PSA
Public Storage

Real Estate
22
+ 1.63%
$271.94 - $298.09 $5.98K - $6.56K
1.37K $396K
KOD
Kodiak Sciences Inc.

Healthcare
53
+ 240.91%
$3.68 - $16.37 $195 - $868
75 $1K
CLVT
Clarivate PLC

Technology
310
+ 248.0%
$3.62 - $4.53 $1.12K - $1.4K
435 $1K
BSRR
Sierra Bancorp

Financial Services
27
+ 30.68%
$28.33 - $32.24 $765 - $870
115 $3K
FATE
Fate Therapeutics Inc

Healthcare
879
+ 71.0%
$0.92 - $1.3 $809 - $1.14K
2.12K $2K
WSR
Whitestone Reit

Real Estate
78
+ 5.47%
$11.8 - $13.18 $920 - $1.03K
1.5K $18K
MMYT
Make My Trip LTD

Consumer Cyclical
9
+ 1.51%
N/A
607 $52K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
75
+ 39.27%
$3.47 - $5.62 $260 - $422
266 $1K
SRCE
1 St Source Corp

Financial Services
32
+ 7.32%
$58.3 - $65.7 $1.87K - $2.1K
469 $28K
GBDC
Golub Capital Bdc, Inc.

Financial Services
81
+ 13.85%
$13.69 - $15.48 $1.11K - $1.25K
666 $9K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
69
+ 2.7%
$17.96 - $19.62 $1.24K - $1.35K
2.62K $48K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1
+ 0.78%
$111.77 - $121.28 $112 - $121
130 $15K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8
+ 1.83%
$102.4 - $103.88 $819 - $831
444 $45K
PBFS
Pioneer Bancorp, Inc.

Financial Services
29
+ 45.31%
$11.89 - $13.58 $345 - $394
93 $1K
ATEX
Anterix Inc.

Communication Services
46
+ 657.14%
$20.96 - $25.23 $964 - $1.16K
53 $1K
CLDT
Chatham Lodging Trust

Real Estate
384
+ 11.53%
$6.65 - $7.77 $2.55K - $2.98K
3.72K $24K
SVC
Service Properties Trust

Real Estate
352
+ 27.2%
$2.28 - $3.04 $803 - $1.07K
1.65K $4K
OVLY
Oak Valley Bancorp

Financial Services
29
+ 55.77%
$25.97 - $29.36 $753 - $851
81 $2K
BILL
Bill.Com Holdings, Inc.

Technology
8
+ 15.09%
$39.02 - $54.53 $312 - $436
61 $3K
HRZN
Horizon Technology Finance Corp

Financial Services
282
+ 42.66%
$6.01 - $8.42 $1.69K - $2.37K
943 $5K
IMVT
Immunovant, Inc.

Healthcare
29
+ 181.25%
N/A
45 $1K
RDY
Dr Reddys Laboratories LTD

Healthcare
265
+ 8.55%
$13.33 - $15.08 $3.53K - $4K
3.37K $47K
TG
Tredegar Corp

Industrials
174
+ 10.25%
$7.19 - $9.3 $1.25K - $1.62K
1.87K $15K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
243
+ 10.34%
$1.19 - $1.99 $289 - $484
2.59K $3K
LNKB
Linkbancorp, Inc.

Financial Services
61
+ 52.59%
$6.68 - $7.7 $407 - $470
177 $1K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
3
+ 1.03%
$9.2 - $11.93 $27.6 - $35.8
295 $3K
ADCT
Adc Therapeutics Sa

Healthcare
83
+ 9.61%
$2.64 - $4.02 $219 - $334
947 $3K
EML
Eastern CO

Industrials
9
+ 27.27%
$21.52 - $26.77 $194 - $241
42 $1K
NKTX
Nkarta, Inc.

Healthcare
3
+ 0.17%
$1.67 - $2.37 $5.01 - $7.11
1.77K $3K
BWMX
Betterware De Mexico, S.A.P.I. De C.V

Consumer Cyclical
6
+ 2.3%
$8.6 - $13.9 $51.6 - $83.4
267 $3K
RXT
Rackspace Technology, Inc.

Technology
590
+ 125.27%
$1.14 - $1.57 $673 - $926
1.06K $1K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
113
+ 45.2%
$8.35 - $10.69 $944 - $1.21K
363 $3K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
4
+ 0.89%
$8.06 - $10.13 $32.2 - $40.5
453 $4K
AMCX
Amc Networks Inc.

Communication Services
197
+ 469.05%
$5.63 - $8.4 $1.11K - $1.65K
239 $1K
FROG
J Frog LTD

Technology
13
+ 5.68%
$38.79 - $50.43 $504 - $656
242 $11K
CMPS
Compass Pathways PLC

Healthcare
54
+ 1.94%
N/A
2.83K $24K
AURA
Aura Biosciences, Inc.

Healthcare
28
+ 9.09%
$5.88 - $7.23 $165 - $202
336 $2K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
321
+ 37.63%
$2.03 - $2.89 $652 - $928
1.17K $3K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
46
+ 21.8%
$38.16 - $41.91 $1.76K - $1.93K
257 $9K
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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