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
Sezzle Inc Com
13
+ 31.71%
N/A
54 $0
AMBC
Ambac Financial Group Inc

Financial Services
21
+ 41.18%
$6.94 - $9.72 $146 - $204
72 $0
Dimensional Us Core Equity 1 ETF
28.1K
+ 21.3%
N/A
160K $0
Arm Holdings PLC Sponsored Ads
1.15K
+ 13.69%
N/A
9.51K $0
Maplebear Inc Com
138
+ 32.47%
N/A
563 $0
Klaviyo Inc Com Ser A
29
+ 13.94%
N/A
237 $0
Dimensional World Equity ETF
70
+ 0.86%
N/A
8.17K $0
Veralto Corp Com Shs
1.06K
+ 42.53%
N/A
3.57K $0
Onity Group Inc Com New
22
+ 12.87%
N/A
193 $0
Ncr Atleos Corporation Com Shs
85
+ 18.52%
N/A
544 $0
Lexeo Therapeutics Inc Com
74
+ 11.26%
N/A
731 $0
Tbg Dividend Focus ETF
26.5K
+ 69.51%
N/A
64.5K $0
Dimensional Global Ex Us Core Fixed Income ETF
23.3K
+ 81.01%
N/A
52.1K $0
Sb Finl Group Inc Com
13
+ 30.23%
N/A
56 $0
Dimensional Global Credit ETF
8.29K
+ 26.9%
N/A
39.1K $0
Fidelity Enhanced Large Cap Growth ETF
8
+ 0.09%
N/A
9.32K $0
Fidelity Enhanced International ETF
1.48K
+ 386.2%
N/A
1.87K $0
Fidelity Enhanced Small Cap ETF
2
+ 0.17%
N/A
1.21K $0
Abivax Sa Sponsored Ads
369
+ 4612.5%
N/A
377 $0
Worthington Stl Inc Com Shs
10
+ 1.79%
N/A
569 $0
Liberty Global LTD Com Cl C
797
+ 50.28%
N/A
2.38K $0
Neurogene Inc Com
27
+ 158.82%
N/A
44 $0
Nb Bancorp Inc Com
2
+ 0.27%
N/A
733 $0
Companhia Paranaense De Energi Sponsored Ads
34
+ 1.86%
N/A
1.86K $0
Global X Defense Tech ETF
334
+ 1452.17%
N/A
357 $0
LENB
Lennar Corporation Cl B
2
+ 1.06%
N/A
191 $0
Fidelity Wise Origin Bitcoin Fund
12.5K
+ 3.27%
N/A
396K $0
Bitwise Bitcoin ETF Trust
55
+ 28.95%
N/A
245 $0
Ark 21 Shares Bitcoin ETF
10.9K
+ 35.71%
N/A
41.3K $0
Franklin Bitcoin ETF
1
+ 2.33%
N/A
44 $0
Ishares Bitcoin Trust ETF
27.6K
+ 111.1%
N/A
52.4K $0
Core Scientific Inc New Com
20
+ 12.42%
N/A
181 $0
Brightspring Health Svcs Inc Com
1.42K
+ 77.13%
N/A
3.26K $0
Vanguard California Tax Exempt Bond ETF
2
+ 0.79%
N/A
255 $0
Alto Neuroscience Inc Com Shs
101
+ 16.19%
N/A
725 $0
American Healthcare Reit Inc Com Shs
67
+ 24.36%
N/A
342 $0
Kyverna Therapeutics Inc Com
55
+ 37.93%
N/A
200 $0
Telomir Pharmaceuticals Inc Com
333
+ 723.91%
N/A
379 $0
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
26
+ 162.5%
$15.67 - $16.99 $407 - $442
42 $0
Airjoule Technologies Corp Cl A
20
+ 200.0%
N/A
30 $0
Astera Labs Inc Com
44
+ 28.21%
N/A
200 $0
Reddit Inc Cl A
588
+ 1109.43%
N/A
641 $0
Lenz Therapeutics Inc Com
1
+ 0.17%
N/A
600 $0
Inspire 500 ETF
267
+ 1907.14%
N/A
281 $0
Solventum Corp Com Shs
62
+ 10.39%
N/A
659 $0
Ge Vernova Inc Com
142
+ 4.93%
N/A
3.02K $0
Community West Bancshares New Com
68
+ 2266.67%
N/A
71 $0
Contineum Therapeutics Inc Cl A
37
+ 336.36%
N/A
48 $0
HEIA
Heico Crp Cl A
11
+ 4.87%
N/A
237 $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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