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
Sailpoint Inc Com
11
New
N/A
11 $0
Amrize LTD Shs
32
New
N/A
32 $0
Basel Med Group LTD Ord Shs
277
New
N/A
277 $0
Vanguard Short Duration Bond ETF
1
New
N/A
1 $0
Smartstop Self Storag Reit Inc Common Stock
125
New
N/A
125 $0
Solana ETF
10
New
N/A
10 $0
Kestra Med Technologies LTD Shs
65
New
N/A
65 $0
Northpointe Bancshares Inc. Com Shs
109
New
N/A
109 $0
Medicus Pharma LTD Com
300
New
N/A
300 $0
Oatly Group Ab Sponsored Ads
190
New
N/A
190 $0
Aardvark Therapeutics Inc Com
60
New
N/A
60 $0
Karman Hldgs Inc Common Stock
39
New
N/A
39 $0
Ingram Micro Hldg Corp Com
39
New
N/A
39 $0
KRO
Kronos Worldwide Inc

Basic Materials
22
New
$4.86 - $6.66 $107 - $147
22 $0
JFU
9 F Inc.

Technology
105
New
$1.28 - $2.73 $134 - $287
105 $0
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
9
New
$87.69 - $96.0 $789 - $864
9 $0
Richmond Mut Bancorporation Com
28
New
N/A
28 $0
RVSB
Riverview Bancorp Inc

Financial Services
128
New
$4.82 - $5.75 $617 - $736
128 $0
JFIN
Jiayin Group Inc.

Communication Services
1
New
$10.26 - $18.35 $10.3 - $18.4
1 $0
RBKB
Rhinebeck Bancorp, Inc.

Financial Services
1
New
$11.44 - $13.75 $11.4 - $13.8
1 $0
ORA.TO
Aura Minerals Inc.

Basic Materials
16
New
N/A
16 $0
Mogu Inc Spon Ads
7
New
N/A
7 $0
PNBK
Patriot National Bancorp Inc

Financial Services
30
New
$1.3 - $1.84 $39 - $55.2
30 $0
FCCO
First Community Corp

Financial Services
19
New
$24.47 - $29.14 $465 - $554
19 $0
TLRY
Tilray Brands, Inc.

Healthcare
36
New
$0.42 - $1.85 $15.1 - $66.6
36 $0
Uxin LTD Sponsored Ads
11
New
N/A
11 $0
BCYC
Bicycle Therapeutics PLC

Healthcare
6
New
$6.86 - $8.71 $41.2 - $52.3
6 $0
Paramount Skydance Corp Com Cl B
639
New
N/A
639 $0
UBFO
United Security Bancshares

Financial Services
13
New
$8.29 - $9.84 $108 - $128
13 $0
Outset Med Inc Com New
44
New
N/A
44 $0
RISN
Northern Lts Fd Tr Iv Inspire

Technology
2
New
$27.27 - $29.82 $54.5 - $59.6
2 $0
Oruka Therapeutics Inc Com
16
New
N/A
16 $0
CIGC
Comphania Energetica De Minas
29
New
N/A
29 $0
Skillsoft Corp Cl A
21
New
N/A
21 $0
NCNO
N Cino, Inc.

Technology
9
New
$26.19 - $32.69 $236 - $294
9 $0
TTEC
Ttec Holdings, Inc.

Technology
9
New
$2.71 - $5.45 $24.4 - $49.1
9 $0
Claritev Corporation Cl A New
13
New
N/A
13 $0
AMBO
Ambow Education Holding Ltd.

Consumer Defensive
89
New
$2.34 - $3.96 $208 - $352
89 $0
MNSB
Main Street Bancshares, Inc.

Financial Services
3
New
$19.3 - $22.93 $57.9 - $68.8
3 $0
ELA
Envela Corp

Consumer Cyclical
1
New
$5.42 - $8.1 $5.42 - $8.1
1 $0
Liveperson Inc Com
127
New
N/A
127 $0
KURE
Kraneshares Tr Msci All China

ETFs
5
New
$17.01 - $21.84 $85.1 - $109
5 $0
CPSS
Consumer Portfolio Services, Inc.

Financial Services
1
New
$7.4 - $10.1 $7.4 - $10.1
1 $0
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
3
New
$15.4 - $19.14 $46.2 - $57.4
3 $0
TZOO
Travelzoo

Communication Services
44
New
N/A
44 $0
CBFV
Cb Financial Services, Inc.

Financial Services
3
New
$27.56 - $33.96 $82.7 - $102
3 $0
Global Med Reit Inc Com New
445
New
N/A
445 $0
SUPV
Grupo Supervielle S.A.

Financial Services
14
New
$5.02 - $11.89 $70.3 - $166
14 $0
EPSN
Epsilon Energy Ltd.

Energy
122
New
$4.93 - $7.52 $601 - $917
122 $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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