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
HBT
Hbt Financial, Inc.

Financial Services
5
+ 1.01%
$23.95 - $26.66 $120 - $133
501 $12K
WERN
Werner Enterprises Inc

Industrials
43
+ 4.2%
$26.03 - $29.98 $1.12K - $1.29K
1.07K $28K
Know Labs Inc Com New
2.97K
+ 113.91%
N/A
5.58K $0
EBND
Spdr Bloomberg Emerging Market

ETFs
32
+ 228.57%
$20.95 - $21.57 $670 - $690
46 $0
FINV
Fin Volution Group

Financial Services
68
+ 206.06%
$7.37 - $10.6 $501 - $721
101 $0
BUG
Global X Fds Cybersecurity ETF

ETFs
7
+ 19.44%
$32.23 - $37.41 $226 - $262
43 $1K
Direxion Daily Semiconductor Bear 3 X Shares
68.5K
+ 95.85%
N/A
140K $0
GFL
Gfl Environmental Inc.

Industrials
37
+ 5.09%
$45.97 - $51.03 $1.7K - $1.89K
764 $36K
Mind Medicine Mindmed Inc Com New
14
+ 15.56%
N/A
104 $0
FVCB
Fvc Bankcorp, Inc.

Financial Services
49
+ 816.67%
$11.93 - $13.87 $585 - $680
55 $0
BLDE
Blade Air Mobility, Inc.

Industrials
32
+ 123.08%
$3.77 - $5.87 $121 - $188
58 $0
VEL
Velocity Financial, Inc.

Financial Services
28
+ 121.74%
$16.33 - $19.19 $457 - $537
51 $0
Rapt Therapeutics Inc Com New
2
+ 3.57%
N/A
58 $0
Brookfield Infrastructure Corp Com Sub Vtg A
688
+ 87.64%
N/A
1.47K $0
WDS
Woodside Energy Group LTD

Energy
142
+ 2.76%
$15.05 - $17.66 $2.14K - $2.51K
5.28K $79K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
1
+ 2.04%
$14.49 - $14.86 $14.5 - $14.9
50 $0
API
Agora, Inc.

Technology
2
+ 0.93%
$3.3 - $4.18 $6.6 - $8.36
218 $0
Gohealth Inc Cl A New
37
+ 370.0%
N/A
47 $0
ANNX
Annexon, Inc.

Healthcare
44
+ 17.46%
$2.05 - $3.37 $90.2 - $148
296 $0
BFB
Brown Forman Corp Cl B
24
+ 0.65%
N/A
3.71K $0
RGCO
Rgc Resources Inc

Utilities
6
+ 20.69%
$19.68 - $23.16 $118 - $139
35 $0
Marketwise Inc Com New Cl A
1
+ 2.04%
N/A
50 $0
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6
+ 1.24%
$25.39 - $25.57 $152 - $153
491 $12K
CURI
Curiosity Stream Inc.

Communication Services
13
+ 6.37%
$4.03 - $5.41 $52.4 - $70.3
217 $1K
GABC
German American Bancorp, Inc.

Financial Services
5
+ 1.46%
$37.61 - $41.96 $188 - $210
348 $13K
Atlassian Corporation Cl A
339
+ 18.42%
N/A
2.18K $0
DFAI
Dimensional ETF Tr

ETFs
1
+ 0.78%
$34.05 - $36.55 $34.1 - $36.6
130 $4K
MVBF
Mvb Financial Corp

Financial Services
17
+ 37.78%
$22.23 - $25.06 $378 - $426
62 $1K
PCYG
Park City Group Inc

Technology
4
+ 100.0%
N/A
8 $0
UPST
Upstart Holdings, Inc.

Financial Services
27
+ 42.19%
$50.8 - $84.13 $1.37K - $2.27K
91 $4K
ESCA
Escalade Inc

Consumer Cyclical
7
+ 17.95%
$11.78 - $14.98 $82.5 - $105
46 $0
PPBT
Purple Biotech Ltd.

Healthcare
40
+ 250.0%
$0.56 - $2.82 $22.4 - $113
56 $0
VVI
Viad Corp

Industrials
4
+ 11.11%
N/A
40 $1K
GRPN
Groupon, Inc.

Communication Services
8
+ 53.33%
$21.91 - $37.13 $175 - $297
23 $0
Forge Global Holdings Inc Com Shs
49
+ 54.44%
N/A
139 $0
Noble Corp PLC Ord Shs A
87
+ 3.34%
N/A
2.69K $0
BVS
Bioventus Inc.

Healthcare
24
+ 10.48%
$6.14 - $7.64 $147 - $183
253 $1K
Aptiv PLC Com Shs
6
+ 0.23%
N/A
2.57K $0
INNV
Innov Age Holding Corp.

Healthcare
43
+ 113.16%
$3.13 - $5.18 $135 - $223
81 $0
Ouster Inc Com New
39
+ 6.28%
N/A
660 $0
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
7
+ 5.22%
$66.56 - $84.85 $466 - $594
141 $9K
Paysafe Limited Shs
572
+ 63.49%
N/A
1.47K $0
AFRI
Forafric Global PLC

Consumer Defensive
8
+ 21.05%
$7.71 - $9.2 $61.7 - $73.6
46 $0
VUSB
Vanguard Bd Index Fds
944
+ 5.19%
N/A
19.1K $0
Ginkgo Bioworks Holdings Inc Cl A New
4
+ 1.21%
N/A
334 $0
Pagaya Technologies LTD Cl A New
17
+ 3.35%
N/A
525 $0
SKIN
Beauty Health CO

Consumer Defensive
204
+ 8.98%
$1.53 - $2.63 $312 - $537
2.48K $4K
Waldencast PLC Class A Ord Shs
2.04K
+ 165.83%
N/A
3.27K $0
Dave Inc Class A Com New
3
+ 5.56%
N/A
57 $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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