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
ORCL
Oracle Corp

Technology
426
+ 2.98%
$165.41 - $192.43 $70.5K - $82K
14.7K $2.45M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
61
+ 4.95%
$129.96 - $144.97 $7.93K - $8.84K
1.29K $180K
CRS
Carpenter Technology Corp

Industrials
71
+ 11.87%
$149.5 - $196.14 $10.6K - $13.9K
669 $113K
PEGA
Pegasystems Inc

Technology
149
+ 85.63%
$69.42 - $97.28 $10.3K - $14.5K
323 $30K
WAT
Waters Corp

Healthcare
44
+ 54.32%
$323.11 - $392.01 $14.2K - $17.2K
125 $46K
ALL
Allstate Corp

Financial Services
63
+ 4.37%
$181.25 - $208.2 $11.4K - $13.1K
1.51K $290K
AGO
Assured Guaranty LTD

Financial Services
149
+ 46.27%
$79.0 - $94.69 $11.8K - $14.1K
471 $42K
AVUS
American Centy ETF Tr Avantis

ETFs
154
+ 11.32%
$94.36 - $102.06 $14.5K - $15.7K
1.52K $146K
IEZ
Ishares Tr

ETFs
870
New
$18.93 - $22.09 $16.5K - $19.2K
870 $17K
MTZ
Mastec Inc

Industrials
116
+ 181.25%
$119.94 - $147.94 $13.9K - $17.2K
180 $24K
INFA
Informatica Inc.

Technology
669
New
$23.96 - $27.39 $16K - $18.3K
669 $17K
MLM
Martin Marietta Materials Inc

Basic Materials
34
+ 91.89%
$516.5 - $619.58 $17.6K - $21.1K
71 $36K
AES
Aes Corp

Utilities
3.08K
+ 95.8%
$12.44 - $20.24 $38.3K - $62.3K
6.3K $81K
GWW
W.W. Grainger, Inc.

Industrials
15
+ 13.27%
$1023.06 - $1220.93 $15.3K - $18.3K
128 $134K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
47
+ 9.61%
$107.98 - $143.92 $5.08K - $6.76K
536 $71K
EQT
Eqt Corp

Energy
205
+ 26.59%
$35.62 - $46.89 $7.3K - $9.61K
976 $45K
MCHP
Microchip Technology Inc

Technology
1.07K
+ 55.71%
$55.51 - $79.05 $59.3K - $84.5K
2.99K $171K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
2K
+ 25.0%
$6.5 - $8.39 $13K - $16.8K
10K $73K
KOPN
Kopin Corp

Technology
1.95K
+ 8.68%
$0.69 - $1.53 $1.35K - $2.99K
24.5K $33K
SQ
Block, Inc.

Technology
98
+ 23.22%
$65.06 - $98.92 $6.38K - $9.69K
520 $44K
THG
Hanover Insurance Group, Inc.

Financial Services
102
+ 91.89%
$144.81 - $165.01 $14.8K - $16.8K
213 $32K
HES
Hess Corp

Energy
132
+ 19.82%
$127.66 - $148.65 $16.9K - $19.6K
798 $106K
MAT
Mattel Inc

Consumer Cyclical
926
+ 150.08%
$17.68 - $20.38 $16.4K - $18.9K
1.54K $27K
UNM
Unum Group

Financial Services
125
+ 23.63%
$58.88 - $77.07 $7.36K - $9.63K
654 $47K
HOLX
Hologic Inc

Healthcare
260
+ 79.75%
$70.76 - $83.72 $18.4K - $21.8K
586 $42K
BOKF
Bok Financial Corp

Financial Services
150
+ 223.88%
$101.23 - $119.67 $15.2K - $18K
217 $23K
MTDR
Matador Resources CO

Energy
256
+ 108.47%
$50.33 - $60.91 $12.9K - $15.6K
492 $27K
DFSD
Dimensional ETF Tr Short Durat

ETFs
825
+ 3.07%
$46.75 - $47.8 $38.6K - $39.4K
27.7K $1.3M
MFC
Manulife Financial Corp

Financial Services
294
+ 5.1%
$29.21 - $32.87 $8.59K - $9.66K
6.06K $186K
CW
Curtiss Wright Corp

Industrials
28
+ 12.17%
$335.08 - $389.49 $9.38K - $10.9K
258 $91K
MASI
Masimo Corp

Healthcare
64
+ 40.0%
$132.43 - $177.7 $8.48K - $11.4K
224 $37K
COLB
Columbia Banking System, Inc.

Financial Services
59
+ 0.35%
$25.29 - $32.01 $1.49K - $1.89K
16.9K $456K
PKI
Perkinelmer Inc

Healthcare
131
+ 33.5%
N/A
522 $63K
KN
Knowles Corp

Technology
669
+ 46.91%
$17.04 - $20.23 $11.4K - $13.5K
2.1K $41K
WIT
Wipro LTD

Technology
47.8K
+ 92.08%
$3.54 - $7.24 $169K - $346K
99.7K $352K
GVA
Granite Construction Inc

Industrials
8
+ 0.45%
$79.33 - $100.2 $635 - $802
1.79K $157K
TRV
Travelers Companies, Inc.

Financial Services
47
+ 7.01%
$225.97 - $266.66 $10.6K - $12.5K
717 $172K
PCAR
Paccar Inc

Industrials
107
+ 14.4%
$97.92 - $118.41 $10.5K - $12.7K
850 $88K
CATH
Global X Fds Global X S&P 500

ETFs
220
New
$68.5 - $73.81 $15.1K - $16.2K
220 $15K
ATO
Atmos Energy Corp

Utilities
103
+ 72.54%
$136.41 - $151.43 $14.1K - $15.6K
245 $34K
NVMI
Nova Ltd.

Technology
78
+ 205.26%
$172.39 - $221.56 $13.4K - $17.3K
116 $22K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
34
+ 4.16%
$198.04 - $221.51 $6.73K - $7.53K
852 $179K
DV
Double Verify Holdings, Inc.

Technology
725
+ 215.13%
$16.24 - $21.06 $11.8K - $15.3K
1.06K $20K
HTZ
Hertz Global Holdings, Inc

Industrials
3.44K
+ 61.22%
$2.78 - $4.92 $9.55K - $16.9K
9.05K $33K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
1.35K
New
$11.09 - $12.69 $15K - $17.1K
1.35K $15K
ACN
Accenture PLC

Technology
67
+ 1.47%
$343.9 - $376.86 $23K - $25.2K
4.62K $1.62M
APAM
Artisan Partners Asset Management Inc.

Financial Services
330
+ 110.74%
$41.74 - $49.17 $13.8K - $16.2K
628 $27K
DOV
Dover Corp

Industrials
87
+ 79.09%
$184.72 - $206.51 $16.1K - $18K
197 $36K
CCJ
Cameco Corp

Energy
56
+ 1.8%
$48.64 - $61.14 $2.72K - $3.42K
3.17K $163K
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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