Ever Source Wealth Advisors, LLC Sells in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHAK
Shake Shack Inc.

Consumer Cyclical
-12
- 7.69%
$92.4 - $142.03 $1.11K - $1.7K
144 $13K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-196
- 98.49%
$43.1 - $44.6 $8.45K - $8.74K
3 $0
VRNT
Verint Systems Inc

Technology
-200
- 9.73%
N/A
1.86K $60K
UA
Under Armour Inc Cl C

Consumer Cyclical
-506
- 18.87%
$4.66 - $6.93 $2.36K - $3.51K
2.18K $10K
PCAR
Paccar Inc

Industrials
-187
- 4.95%
$92.91 - $102.86 $17.4K - $19.2K
3.59K $352K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
-134
- 17.2%
$42.9 - $46.83 $5.75K - $6.28K
645 $27K
UVE
Universal Insurance Holdings, Inc.

Financial Services
-238
- 62.47%
$22.93 - $27.36 $5.46K - $6.51K
143 $3K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
-72
- 67.29%
$92.99 - $105.19 $6.7K - $7.57K
35 $3K
SXT
Sensient Technologies Corp

Basic Materials
-54
- 11.37%
$93.0 - $120.77 $5.02K - $6.52K
421 $39K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-68
- 8.37%
$20.56 - $31.65 $1.4K - $2.15K
744 $15K
JOE
St Joe CO

Real Estate
-166
- 25.46%
$48.26 - $52.64 $8.01K - $8.74K
486 $24K
ESE
Esco Technologies Inc

Technology
-67
- 18.06%
$185.22 - $217.75 $12.4K - $14.6K
304 $64K
ADC
Agree Realty Corp

Real Estate
-61
- 4.49%
$70.53 - $75.05 $4.3K - $4.58K
1.3K $92K
ONEW
One Water Marine Inc.

Consumer Cyclical
-557
- 95.54%
$13.77 - $17.46 $7.67K - $9.73K
26 $0
VIST
Vista Energy, S.A.B. De C.V.

Energy
-69
- 19.6%
$33.7 - $48.92 $2.33K - $3.38K
283 $9K
MLAB
Mesa Laboratories Inc

Technology
-65
- 83.33%
$57.44 - $103.4 $3.73K - $6.72K
13 $0
AVO
Mission Produce, Inc.

Consumer Defensive
-613
- 35.5%
$11.74 - $13.08 $7.2K - $8.02K
1.11K $13K
ZUMZ
Zumiez Inc

Consumer Cyclical
-683
- 62.89%
$13.19 - $21.31 $9.01K - $14.6K
403 $7K
UTMD
Utah Medical Products Inc

Healthcare
-135
- 57.69%
$54.95 - $63.44 $7.42K - $8.56K
99 $6K
IYLD
Ishares Tr Ishares Morningstar

ETFs
-363
- 47.2%
$20.48 - $21.33 $7.43K - $7.74K
406 $8K
SID
National Steel CO

Basic Materials
-5.33K
- 94.01%
$1.25 - $1.61 $6.67K - $8.59K
340 $0
OBT
Orange County Bancorp, Inc.

Financial Services
-281
- 77.41%
$23.46 - $28.58 $6.59K - $8.03K
82 $2K
MATX
Matson, Inc.

Industrials
-48
- 22.64%
$98.59 - $116.3 $4.73K - $5.58K
164 $16K
UIS
Unisys Corp

Technology
-1.38K
- 45.7%
$3.69 - $4.59 $5.1K - $6.35K
1.64K $6K
HEI
Heico Corp

Industrials
-13
- 2.2%
$304.5 - $337.56 $3.96K - $4.39K
577 $186K
HYG
Ishares Tr

ETFs
-159
- 1.62%
$79.85 - $81.32 $12.7K - $12.9K
9.67K $785K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
-3.38K
- 46.41%
$2.07 - $3.03 $6.99K - $10.2K
3.9K $10K
MOV
Movado Group Inc

Consumer Cyclical
-492
- 85.71%
$15.1 - $20.01 $7.43K - $9.84K
82 $1K
IGT
International Game Technology PLC

Consumer Cyclical
-329
- 32.04%
$14.29 - $18.14 $4.7K - $5.97K
698 $9K
IXC
Ishares Tr Global Energy ETF

ETFs
-218
- 24.33%
$39.45 - $42.95 $8.6K - $9.36K
678 $28K
ZD
Ziff Davis, Inc.

Communication Services
-341
- 42.41%
$29.49 - $39.2 $10.1K - $13.4K
463 $17K
PKX
Posco Holdings Inc.

Basic Materials
-165
- 13.61%
$48.73 - $61.15 $8.04K - $10.1K
1.05K $51K
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
-412
- 66.45%
$18.45 - $23.8 $7.6K - $9.81K
208 $4K
TECH
Bio Techne Corp

Healthcare
-181
- 26.89%
$49.87 - $58.78 $9.03K - $10.6K
492 $27K
OMAB
Central North Airport Group

Industrials
-59
- 16.16%
$102.01 - $113.86 $6.02K - $6.72K
306 $31K
NHC
National Healthcare Corp

Healthcare
-130
- 20.54%
$94.48 - $126.41 $12.3K - $16.4K
503 $61K
CDNA
Care Dx, Inc.

Healthcare
-222
- 42.77%
$11.57 - $20.63 $2.57K - $4.58K
297 $4K
BBD
Bank Bradesco

Financial Services
-2.55K
- 29.35%
$2.75 - $3.39 $7.01K - $8.64K
6.14K $20K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-235
- 60.41%
$25.67 - $27.21 $6.03K - $6.39K
154 $4K
PRGO
Perrigo CO PLC

Healthcare
-91
- 9.43%
$20.76 - $28.43 $1.89K - $2.59K
874 $19K
BL
Blackline, Inc.

Technology
-115
- 50.44%
$48.05 - $57.81 $5.53K - $6.65K
113 $6K
IPI
Intrepid Potash, Inc.

Basic Materials
-41
- 5.01%
$27.58 - $36.76 $1.13K - $1.51K
778 $23K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-69
- 50.0%
$82.38 - $83.0 $5.68K - $5.73K
69 $5K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-812
- 19.56%
$8.77 - $9.87 $7.12K - $8.01K
3.34K $30K
IEV
Ishares Tr Europe ETF

ETFs
-279
- 5.22%
$61.37 - $65.49 $17.1K - $18.3K
5.06K $331K
EGBN
Eagle Bancorp Inc

Financial Services
-307
- 31.04%
$15.96 - $21.66 $4.9K - $6.65K
682 $13K
REG
Regency Centers Corp

Real Estate
-96
- 16.84%
$68.62 - $73.81 $6.59K - $7.09K
474 $34K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-295
- 57.28%
$20.74 - $22.97 $6.12K - $6.78K
220 $4K
PHR
Phreesia, Inc.

Healthcare
-102
- 16.78%
$23.28 - $32.55 $2.37K - $3.32K
506 $11K
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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