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
FDHY
Fidelity Covington Trust High

ETFs
-28
- 13.46%
$48.66 - $49.64 $1.36K - $1.39K
180 $8K
GGB
Gerdau S.A.

Basic Materials
-1.1K
- 10.27%
$2.85 - $3.2 $3.13K - $3.51K
9.59K $29K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-112
- 18.27%
$19.09 - $24.09 $2.14K - $2.7K
501 $10K
AKRO
Akero Therapeutics, Inc.

Healthcare
-27
- 31.03%
$42.18 - $54.33 $1.14K - $1.47K
60 $2K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-66
- 97.06%
$42.13 - $44.1 $2.78K - $2.91K
2 $0
BKU
Bank United, Inc.

Financial Services
-153
- 9.99%
$35.63 - $39.55 $5.45K - $6.05K
1.38K $52K
CDXC
Chroma Dex Corp.

Healthcare
-341
- 33.46%
N/A
678 $4K
AHCO
Adapt Health Corp.

Healthcare
-211
- 23.63%
$8.68 - $10.11 $1.83K - $2.13K
682 $6K
TDS
Telephone & Data Systems Inc

Communication Services
-165
- 12.59%
$35.43 - $40.72 $5.85K - $6.72K
1.15K $44K
EFC
Ellington Financial Inc.

Real Estate
-172
- 13.97%
$12.66 - $14.02 $2.18K - $2.41K
1.06K $13K
PAC
Pacific Airport Group

Industrials
-13
- 11.61%
$218.82 - $256.99 $2.84K - $3.34K
99 $23K
CRSR
Corsair Gaming, Inc.

Technology
-178
- 20.23%
$8.2 - $9.76 $1.46K - $1.74K
702 $6K
NBTB
Nbt Bancorp Inc

Financial Services
-54
- 8.36%
$40.56 - $45.07 $2.19K - $2.43K
592 $24K
PAYO
Payoneer Global Inc.

Technology
-307
- 76.18%
$6.05 - $7.42 $1.86K - $2.28K
96 $0
CRUS
Cirrus Logic, Inc.

Technology
-265
- 17.77%
$97.25 - $127.45 $25.8K - $33.8K
1.23K $153K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-300
- 13.32%
$8.55 - $9.1 $2.57K - $2.73K
1.95K $17K
ACHR
Archer Aviation Inc.

Industrials
-158
- 36.49%
$8.25 - $13.4 $1.3K - $2.12K
275 $2K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-554
- 7.04%
$23.5 - $24.94 $13K - $13.8K
7.31K $182K
FC
Franklin Covey CO

Industrials
-14
- 3.42%
$18.4 - $24.17 $258 - $338
395 $7K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-573
- 14.11%
N/A
3.49K $11K
LFMD
Life Md, Inc.

Healthcare
-11
- 3.06%
$5.8 - $13.12 $63.8 - $144
349 $2K
TUYA
Tuya Inc.

Technology
-935
- 49.89%
$2.29 - $2.81 $2.14K - $2.63K
939 $2K
HNST
Honest Company, Inc.

Consumer Cyclical
-248
- 23.24%
$3.66 - $5.15 $908 - $1.28K
819 $3K
VMEO
Vimeo, Inc.

Technology
-569
- 90.46%
$3.65 - $7.75 $2.08K - $4.41K
60 $0
YMM
Full Truck Alliance Co. Ltd.

Technology
-550
- 14.18%
$10.66 - $13.88 $5.86K - $7.63K
3.33K $43K
FA
First Advantage Corp

Industrials
-71
- 12.48%
$14.78 - $18.4 $1.05K - $1.31K
498 $7K
HUMA
Humacyte, Inc.

Healthcare
-478
- 47.51%
$1.41 - $2.73 $674 - $1.3K
528 $0
ARIS
Aris Water Solutions, Inc.

Utilities
-98
- 35.25%
$19.69 - $24.66 $1.93K - $2.42K
180 $4K
NRDS
Nerdwallet, Inc.

Financial Services
-182
- 42.72%
$9.18 - $11.38 $1.67K - $2.07K
244 $2K
TKLF
Yoshitsu Co., LTD

Consumer Defensive
-482
- 55.72%
$3.42 - $4.19 $1.65K - $2.02K
383 $1K
CTO
Cto Realty Growth, Inc.

Real Estate
-35
- 3.25%
$15.89 - $17.75 $556 - $621
1.04K $16K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-21
- 0.76%
N/A
2.74K $234K
ENTG
Entegris Inc

Technology
-105
- 16.3%
$72.03 - $95.97 $7.56K - $10.1K
539 $49K
GERN
Geron Corp

Healthcare
-1.58K
- 97.77%
$1.1 - $1.47 $1.74K - $2.32K
36 $0
PTC
Ptc Inc.

Technology
-117
- 16.6%
$173.07 - $216.53 $20.2K - $25.3K
588 $119K
ALG
Alamo Group Inc

Industrials
-2
- 2.99%
$190.43 - $232.42 $381 - $465
65 $12K
ABM
Abm Industries Inc

Industrials
-47
- 13.91%
$44.78 - $49.66 $2.1K - $2.33K
291 $13K
ESRT
Empire State Realty Trust, Inc.

Real Estate
-242
- 16.64%
$7.15 - $8.32 $1.73K - $2.01K
1.21K $9K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-36
- 97.3%
$63.43 - $74.53 $2.28K - $2.68K
1 $0
FTGC
First Trust Global Tactical CO

ETFs
-70
- 33.18%
$24.67 - $26.32 $1.73K - $1.84K
141 $3K
MGEE
Mge Energy Inc

Utilities
-9
- 3.0%
$83.0 - $90.05 $747 - $810
291 $24K
XNCR
Xencor Inc

Healthcare
-298
- 83.71%
$7.0 - $11.73 $2.09K - $3.5K
58 $0
MGNI
Magnite, Inc.

Communication Services
-15
- 3.61%
$21.75 - $26.52 $326 - $398
401 $8K
SABR
Sabre Corp

Consumer Cyclical
-213
- 29.06%
$1.71 - $3.42 $364 - $728
520 $0
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-50
- 69.44%
$45.07 - $47.56 $2.25K - $2.38K
22 $1K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
-65
- 7.03%
$19.02 - $28.4 $1.24K - $1.85K
859 $21K
CZFS
Citizens Financial Services Inc

Financial Services
-40
- 14.34%
$52.42 - $64.95 $2.1K - $2.6K
239 $14K
FFWM
First Foundation Inc.

Financial Services
-362
- 44.31%
$4.78 - $6.09 $1.73K - $2.2K
455 $2K
CBU
Community Bank System, Inc.

Financial Services
-49
- 6.27%
$51.46 - $62.05 $2.52K - $3.04K
732 $42K
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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