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
Virtus Seix Aaa Private Credit Clo ETF
3.15K
+ 74.33%
N/A
7.4K $0
Xchg LTD Sponsored Ads
376
+ 255.78%
N/A
523 $0
17 Ed & Technology Group Inc Sponsored Adr
82
+ 11.94%
N/A
769 $0
Vanguard 0 3 Month Treasury Bill ETF
69.1K
+ 50.05%
N/A
207K $0
Bingex LTD Sponsored Ads A
16
+ 3.85%
N/A
432 $0
Sandisk Corp Com
344
+ 14.8%
N/A
2.67K $0
Resolute Hldgs Mgmt Inc Com
13
+ 185.71%
N/A
20 $0
Smi 3 Fourteen Real Asset Allocation ETF
40.9K
+ 13.76%
N/A
338K $0
Proshares Ultrapro Short S&P500
154
+ 2.48%
N/A
6.35K $0
Coreweave Inc Com Cl A
927
+ 3196.55%
N/A
956 $0
Praxis Impact Large Cap Value ETF
195K
+ 18.74%
N/A
1.24M $0
IBM
International Business Machines Corp

Technology
191
+ 4.44%
$234.77 - $292.47 $44.8K - $55.9K
4.5K $1.27M
Bv Finl Inc Com New
7
+ 14.0%
N/A
57 $0
Natwest Group PLC Spons Adr
2.32K
+ 18.9%
N/A
14.6K $0
TNET
Trinet Group, Inc.

Industrials
2
+ 2.5%
$62.83 - $75.19 $126 - $150
82 $5K
BYLD
Ishares Tr Yield Optimized Bd
15
+ 0.61%
N/A
2.49K $0
Innovex International Inc Com
138
+ 61.33%
N/A
363 $0
RWT
Redwood Trust Inc

Real Estate
29
+ 2.67%
$5.46 - $6.37 $158 - $185
1.12K $6K
Arista Networks Inc Com Shs
929
+ 9.54%
N/A
10.7K $0
CNI
Canadian National Railway CO

Industrials
113
+ 10.11%
$92.01 - $106.6 $10.4K - $12K
1.23K $116K
Avadel Pharmaceuticals PLC Com Shs
5
+ 10.87%
N/A
51 $0
LRMR
Larimar Therapeutics, Inc.

Healthcare
191
+ 26.02%
$2.88 - $5.1 $550 - $974
925 $2K
Chimera Invt Corp Com Shs
310
+ 98.1%
N/A
626 $0
EQNR
Equinor Asa

Energy
152
+ 2.91%
$23.7 - $27.1 $3.6K - $4.12K
5.38K $131K
TNP
Tsakos Energy Navigation LTD

Energy
1
+ 0.08%
N/A
1.31K $32K
Digitalbridge Group Inc Cl A New
126
+ 15.89%
N/A
919 $0
OCUL
Ocular Therapeutix, Inc

Healthcare
2
+ 2.56%
$9.09 - $13.6 $18.2 - $27.2
80 $0
BWFG
Bankwell Financial Group, Inc.

Financial Services
1
+ 33.33%
$36.84 - $45.99 $36.8 - $46
4 $0
ISTR
Investar Holding Corp

Financial Services
1
+ 14.29%
$19.6 - $23.61 $19.6 - $23.6
8 $0
PCYO
Pure Cycle Corp

Utilities
22
+ 2200.0%
$9.75 - $11.5 $215 - $253
23 $0
LMB
Limbach Holdings, Inc.

Industrials
3
+ 15.0%
$93.01 - $149.53 $279 - $449
23 $2K
Ferguson Enterprises Inc Common Stock New
468
+ 18.78%
N/A
2.96K $0
BSIG
Bright Sphere Investment Group Inc.

Financial Services
27
+ 3.11%
N/A
895 $22K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
344
+ 15.43%
$57.1 - $70.52 $19.6K - $24.3K
2.57K $153K
Lam Research Corp Com New
1.7K
+ 20.15%
N/A
10.2K $0
NC
Nacco Industries Inc

Energy
2
+ 200.0%
$35.9 - $45.27 $71.8 - $90.5
3 $0
OSTK
Overstock.Com, Inc

Consumer Cyclical
5
+ 50.0%
N/A
15 $0
Fortuna Mng Corp Com New
589
+ 12.24%
N/A
5.4K $0
RCKY
Rocky Brands, Inc.

Consumer Cyclical
1
+ 2.17%
$22.77 - $30.68 $22.8 - $30.7
47 $1K
SOL
Rene Sola LTD

Technology
101
+ 52.6%
$1.82 - $1.93 $184 - $195
293 $0
Barrick Mng Corp Com Shs
755
+ 29.57%
N/A
3.31K $0
Soleno Therapeutics Inc Com
35
+ 34.65%
N/A
136 $0
FUND
Sprott Focus Trust Inc.

Financial Services
1
+ 6.25%
$7.46 - $8.38 $7.46 - $8.38
17 $0
CLLS
Cellectis S.A.

Healthcare
183
+ 1407.69%
$1.54 - $3.67 $282 - $672
196 $0
CRH.L
Crh PLC

Basic Materials
754
+ 0.6%
N/A
127K $0
Ftai Aviation LTD Shs
57
+ 4.94%
N/A
1.21K $0
USM
United States Cellular Corp

Communication Services
6
+ 24.0%
$51.29 - $77.01 $308 - $462
31 $1K
SWKH
Swk Holdings Corp

Financial Services
32
+ 152.38%
$14.02 - $15.28 $449 - $489
53 $0
Gsk PLC Sponsored Adr
393
+ 15.97%
N/A
2.85K $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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