Ever Source Wealth Advisors, LLC New Holdings in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
36
New
$28.95 - $29.73 $1.04K - $1.07K
36 $1K
MDV
Modiv Inc.

Real Estate
83
New
$14.31 - $15.56 $1.19K - $1.29K
83 $1K
EFSI
Eagle Financial Services Inc

Financial Services
32
New
$31.28 - $39.7 $1K - $1.27K
32 $1K
FNWD
Finward Bancorp

Financial Services
35
New
N/A
35 $1K
PNRG
Primeenergy Resources Corp

Energy
7
New
$144.5 - $183.68 $1.01K - $1.29K
7 $1K
UFI
Unifi Inc

Consumer Cyclical
211
New
$4.34 - $5.1 $916 - $1.08K
211 $1K
PI
Impinj Inc

Technology
8
New
$111.65 - $200.78 $893 - $1.61K
8 $1K
FORTY
Formula Systems (1985) LTD

Technology
13
New
$107.65 - $149.09 $1.4K - $1.94K
13 $1K
NVGS
Navigator Holdings Ltd.

Energy
78
New
$14.28 - $16.85 $1.11K - $1.31K
78 $1K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
20
New
$46.93 - $58.5 $939 - $1.17K
20 $1K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
112
New
$10.15 - $17.41 $1.14K - $1.95K
112 $1K
LAKE
Lakeland Industries Inc

Consumer Cyclical
88
New
$13.35 - $15.5 $1.17K - $1.36K
88 $1K
EMHC
Spdr Bloomberg Emerging Market
55
New
$24.31 - $25.33 $1.34K - $1.39K
55 $1K
ADEA
Adeia Inc.

Technology
112
New
$12.34 - $16.95 $1.38K - $1.9K
112 $1K
Capital Group Conservative Equity ETF
1.28K
New
N/A
1.28K $0
Tuhura Biosciences Inc Com
70
New
N/A
70 $0
LFT
Lument Finance Trust, Inc.

Real Estate
26
New
$2.02 - $2.41 $52.5 - $62.7
26 $0
Capital Group Ultra Short Income ETF
1.18K
New
N/A
1.18K $0
WHG
Westwood Holdings Group Inc

Financial Services
1
New
$15.37 - $18.76 $15.4 - $18.8
1 $0
Innovator International Developed Power Buffer ETF September
467
New
N/A
467 $0
Zeekr Intelligent Technology Spon Ads
261
New
N/A
261 $0
FGLD
Franklin Templeton Holdings Trust
3.04K
New
N/A
3.04K $0
Tic Solutions Inc Com
163
New
N/A
163 $0
Artiva Biotherapeutics Inc Com
159
New
N/A
159 $0
Sunrise Rlty Tr Inc Com
1.17K
New
N/A
1.17K $0
Actuate Therapeutics Inc Com
70
New
N/A
70 $0
Better Home & Finance Holding Com New Cl A
9
New
N/A
9 $0
Onestream Inc Cl A
141
New
N/A
141 $0
TRFK
Pacer Fds Tr
137
New
N/A
137 $0
Triller Group Inc Com
12
New
N/A
12 $0
Pgim Short Duration High Yield ETF
117K
New
N/A
117K $0
Bitwise Ethereum ETF
186
New
N/A
186 $0
Fb Bancorp Inc Com
15
New
N/A
15 $0
Abacus Global Mgmt Inc Cl A
168
New
N/A
168 $0
Neos Nasdaq 100 High Income ETF
3
New
N/A
3 $0
Turbo Energy S A Spon Ads
611
New
N/A
611 $0
Capital Group Dividend Growers ETF
5.64K
New
N/A
5.64K $0
Adlai Nortye LTD Sponsored Ads
719
New
N/A
719 $0
Xti Aerospace Inc Com New
10
New
N/A
10 $0
Capital Group Core Bond ETF
2.51K
New
N/A
2.51K $0
Graniteshares 2 X Short Nvda Daily ETF
2.03K
New
N/A
2.03K $0
Mural Oncology Pub LTD CO Ord Shs
243
New
N/A
243 $0
Mira Pharmaceuticals Inc Com
365
New
N/A
365 $0
Sr Bancorp Inc Com
4
New
N/A
4 $0
Mdb Cap Hldgs LLC Cl A
395
New
N/A
395 $0
Brera Holdings PLC Com Cl B New
150
New
N/A
150 $0
Nano Nuclear Energy Inc Com
34
New
N/A
34 $0
Marex Group PLC Ord
2
New
N/A
2 $0
Range Nuclear Renaissance Index ETF
176
New
N/A
176 $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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