Ever Source Wealth Advisors, LLC Purchases in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LYFT
Lyft, Inc.

Technology
1.7K
New
$12.36 - $18.59 $21K - $31.5K
1.7K $21K
MLPA
Global X Mlp ETF

ETFs
442
New
$47.44 - $52.61 $21K - $23.3K
442 $21K
FMC
Fmc Corp

Basic Materials
511
+ 217.45%
$47.86 - $66.62 $24.5K - $34K
746 $36K
KR
Kroger CO

Consumer Defensive
227
+ 11.85%
$55.21 - $63.3 $12.5K - $14.4K
2.14K $130K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
133
New
$164.89 - $177.66 $21.9K - $23.6K
133 $21K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
338
+ 4.65%
N/A
7.61K $474K
TS
Tenaris Sa

Energy
478
+ 78.88%
$31.3 - $39.08 $15K - $18.7K
1.08K $40K
TNP
Tsakos Energy Navigation LTD

Energy
848
+ 883.33%
N/A
944 $23K
NRG
Nrg Energy, Inc.

Utilities
257
+ 8.94%
$85.3 - $101.61 $21.9K - $26.1K
3.13K $282K
WSM
Williams Sonoma Inc

Consumer Cyclical
53
+ 15.45%
$129.13 - $198.21 $6.84K - $10.5K
396 $73K
STT
State Street Corp

Financial Services
74
+ 5.28%
$85.96 - $100.78 $6.36K - $7.46K
1.48K $144K
BOTZ
Global X Fds

ETFs
607
+ 98.54%
$31.11 - $34.18 $18.9K - $20.7K
1.22K $39K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.77K
+ 51.75%
$13.01 - $14.43 $23K - $25.5K
5.19K $68K
PRI
Primerica, Inc.

Financial Services
71
+ 129.09%
$265.71 - $304.93 $18.9K - $21.7K
126 $34K
EQH
Equitable Holdings, Inc.

Financial Services
134
+ 5.11%
$41.59 - $50.4 $5.57K - $6.75K
2.76K $130K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
1.3K
+ 1291.09%
$13.9 - $21.25 $18.1K - $27.7K
1.41K $21K
SYY
Sysco Corp

Consumer Defensive
324
+ 12.89%
$73.63 - $81.77 $23.9K - $26.5K
2.84K $216K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
515
+ 3961.54%
$37.09 - $62.41 $19.1K - $32.1K
528 $20K
ACHR
Archer Aviation Inc.

Industrials
54
+ 1.8%
$2.94 - $11.33 $159 - $612
3.05K $29K
IESC
Ies Holdings, Inc.

Industrials
99
+ 21.9%
$196.89 - $309.86 $19.5K - $30.7K
551 $110K
MOH
Molina Healthcare, Inc.

Healthcare
88
+ 81.48%
$274.73 - $341.91 $24.2K - $30.1K
196 $57K
SPTS
Spdr Portfolio Short Term Trea

ETFs
715
+ 35.34%
$28.88 - $29.33 $20.6K - $21K
2.74K $79K
BURL
Burlington Stores, Inc.

Consumer Cyclical
49
+ 18.28%
$242.7 - $295.49 $11.9K - $14.5K
317 $90K
DSGX
Descartes Systems Group Inc

Technology
108
+ 14.61%
$100.21 - $121.37 $10.8K - $13.1K
847 $96K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
335
+ 7.12%
$209.89 - $233.24 $70.3K - $78.1K
5.04K $1.07M
CLDX
Celldex Therapeutics, Inc.

Healthcare
878
+ 215.72%
$23.31 - $32.4 $20.5K - $28.4K
1.29K $32K
AAP
Advance Auto Parts Inc

Consumer Cyclical
388
+ 668.97%
$35.69 - $47.44 $13.8K - $18.4K
446 $21K
TBBK
Bancorp, Inc.

Financial Services
420
+ 12.5%
$47.01 - $60.36 $19.7K - $25.4K
3.78K $198K
GMAB
Genmab A/S

Healthcare
939
+ 295.28%
$20.02 - $24.15 $18.8K - $22.7K
1.26K $26K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
198
+ 314.29%
$72.67 - $99.25 $14.4K - $19.7K
261 $23K
KD
Kyndryl Holdings, Inc.

Technology
297
+ 35.91%
$22.43 - $35.79 $6.66K - $10.6K
1.12K $38K
NTAP
Net App, Inc.

Technology
255
+ 18.39%
$115.31 - $131.11 $29.4K - $33.4K
1.64K $190K
DCI
Donaldson CO Inc

Industrials
353
+ 45.03%
$67.28 - $78.27 $23.7K - $27.6K
1.14K $76K
NUE
Nucor Corp

Basic Materials
370
+ 51.18%
$115.78 - $167.74 $42.8K - $62.1K
1.09K $127K
AIG
American International Group, Inc.

Financial Services
280
+ 10.79%
$70.0 - $79.22 $19.6K - $22.2K
2.88K $209K
WING
Wingstop Inc.

Consumer Cyclical
73
+ 521.43%
$281.09 - $422.95 $20.5K - $30.9K
87 $24K
XRAY
Dentsply Sirona Inc.

Healthcare
1.06K
+ 851.61%
$17.26 - $26.12 $18.2K - $27.6K
1.18K $22K
FFIV
F5, Inc.

Technology
49
+ 31.82%
$213.56 - $263.36 $10.5K - $12.9K
203 $51K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
324
+ 58.48%
$43.37 - $51.46 $14.1K - $16.7K
878 $42K
INSW
International Seaways, Inc.

Energy
503
+ 2647.37%
$32.46 - $54.3 $16.3K - $27.3K
522 $18K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
343
New
$51.94 - $55.55 $17.8K - $19.1K
343 $18K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
299
+ 17.45%
$69.58 - $74.87 $20.8K - $22.4K
2.01K $140K
ZWS
Zurn Water Solutions Corp

Industrials
127
+ 1.3%
$35.79 - $40.92 $4.55K - $5.2K
9.9K $369K
ALVO
Alvotech

Healthcare
1.39K
New
$11.28 - $13.2 $15.7K - $18.3K
1.39K $18K
WEX
Wex Inc.

Technology
110
+ 733.33%
$167.45 - $216.67 $18.4K - $23.8K
125 $21K
EPR
Epr Properties

Real Estate
522
+ 51.79%
$43.17 - $49.39 $22.5K - $25.8K
1.53K $67K
CE
Celanese Corp

Basic Materials
498
+ 200.81%
$67.03 - $136.68 $33.4K - $68.1K
746 $51K
MGM
Mgm Resorts International

Consumer Cyclical
633
+ 74.91%
$33.44 - $41.99 $21.2K - $26.6K
1.48K $51K
IYG
Ishares Tr

ETFs
232
New
$70.24 - $82.34 $16.3K - $19.1K
232 $18K
Activity Summary
Buys All Purchases 2659 New Holdings 839 Increased Positions 1820 Sells All Sells 727 Reductions 727 Sold out 0 Options Calls 0 Puts 0
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