Ever Source Wealth Advisors, LLC Purchases in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
127
+ 17.59%
$18.12 - $21.31 $2.3K - $2.71K
849 $18K
GRC
Gorman Rupp CO

Industrials
11
+ 0.5%
$35.47 - $41.31 $390 - $454
2.2K $85K
HTHT
Huazhu Group LTD

Consumer Cyclical
80
+ 17.86%
$27.56 - $37.69 $2.2K - $3.02K
528 $19K
HBI
Hanesbrands Inc.

Consumer Cyclical
74
+ 4.04%
$4.66 - $7.36 $345 - $545
1.9K $14K
INTA
Intapp, Inc.

Technology
104
+ 10400.0%
$31.5 - $51.19 $3.28K - $5.32K
105 $5K
IFF
International Flavors & Fragrances Inc

Basic Materials
5
+ 1.07%
$93.14 - $105.12 $466 - $526
471 $49K
FXE
Invesco Currency Shares Euro Trust

ETFs
4
+ 0.4%
$99.07 - $103.41 $396 - $414
993 $102K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
7
+ 0.52%
$36.99 - $40.84 $259 - $286
1.35K $54K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
83
+ 166.0%
$49.7 - $56.11 $4.13K - $4.66K
133 $7K
KGC
Kinross Gold Corp

Basic Materials
394
+ 48.23%
$8.02 - $9.84 $3.16K - $3.88K
1.21K $11K
L
Loews Corp

Financial Services
8
+ 0.72%
$73.76 - $81.96 $590 - $656
1.12K $88K
LXFR
Luxfer Holdings PLC

Industrials
201
+ 11.14%
$10.16 - $13.23 $2.04K - $2.66K
2.01K $25K
MMYT
Make My Trip LTD

Consumer Cyclical
32
+ 4.15%
$86.09 - $86.09 $2.75K - $2.75K
803 $69K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
141
New
$30.52 - $39.95 $4.3K - $5.63K
141 $5K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
916
+ 13.72%
$9.27 - $11.62 $8.49K - $10.6K
7.59K $77K
NEOG
Neogen Corp

Healthcare
227
+ 27.52%
$14.73 - $17.71 $3.34K - $4.02K
1.05K $17K
OMCL
Omnicell, Inc

Healthcare
103
+ 128.75%
$25.61 - $45.43 $2.64K - $4.68K
183 $7K
OSCR
Oscar Health, Inc.

Healthcare
14
+ 1.53%
$14.96 - $23.27 $209 - $326
929 $19K
OSK
Oshkosh Corp

Industrials
58
+ 141.46%
$97.2 - $116.02 $5.64K - $6.73K
99 $9K
PBI
Pitney Bowes Inc

Industrials
259
+ 14.35%
$5.65 - $7.49 $1.46K - $1.94K
2.06K $14K
BPOP
Popular, Inc.

Financial Services
46
+ 131.43%
$85.64 - $104.28 $3.94K - $4.8K
81 $8K
PGZ
Principal Real Estate Income Fund

Financial Services
78
+ 1.92%
$10.17 - $11.22 $793 - $875
4.15K $46K
RBLX
Roblox Corp

Communication Services
77
+ 29.73%
$36.18 - $47.64 $2.79K - $3.67K
336 $14K
SWX
Southwest Gas Holdings, Inc.

Utilities
68
+ 147.83%
$68.16 - $75.87 $4.63K - $5.16K
114 $8K
SBLK
Star Bulk Carriers Corp.

Industrials
200
+ 180.18%
$19.87 - $25.0 $3.97K - $5K
311 $7K
TDS
Telephone & Data Systems Inc

Communication Services
192
+ 48.98%
$19.05 - $24.64 $3.66K - $4.73K
584 $13K
UMC
United Microelectronics Corp

Technology
1.51K
+ 7.12%
$7.43 - $8.89 $11.2K - $13.4K
22.7K $190K
USFD
Us Foods Holding Corp.

Consumer Defensive
39
+ 15.0%
$50.06 - $62.82 $1.95K - $2.45K
299 $18K
MTN
Vail Resorts Inc

Consumer Cyclical
29
+ 193.33%
$167.58 - $188.32 $4.86K - $5.46K
44 $7K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
15
New
$305.34 - $350.41 $4.58K - $5.26K
15 $5K
VRNA
Verona Pharma PLC

Healthcare
194
New
$15.46 - $30.16 $3K - $5.85K
194 $5K
VIAV
Viavi Solutions Inc.

Technology
138
+ 8.63%
$6.97 - $9.02 $962 - $1.24K
1.74K $15K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
185
+ 23.63%
$11.56 - $15.77 $2.14K - $2.92K
968 $15K
WBD
Warner Bros. Discovery, Inc.

Communication Services
457
+ 19.67%
$6.71 - $8.78 $3.07K - $4.01K
2.78K $22K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1K
+ 11.76%
$6.77 - $7.11 $6.77K - $7.11K
9.5K $64K
ADNT
Adient PLC

Consumer Cyclical
202
+ 20200.0%
$19.9 - $25.76 $4.02K - $5.2K
203 $4K
ARMK
Aramark

Industrials
62
+ 26.5%
$32.37 - $38.91 $2.01K - $2.41K
296 $11K
ARCC
Ares Capital Corp

Financial Services
125
+ 1.13%
$19.8 - $21.28 $2.48K - $2.66K
11.1K $233K
ASTS
Ast Space Mobile, Inc.

Communication Services
132
+ 240.0%
$10.72 - $38.6 $1.42K - $5.1K
187 $4K
AXNX
Axonics, Inc.

Healthcare
56
+ 800.0%
$67.3 - $69.67 $3.77K - $3.9K
63 $4K
BKU
Bank United, Inc.

Financial Services
17
+ 3.25%
$28.65 - $38.88 $487 - $661
540 $19K
BGNE
Bei Gene, Ltd.

Healthcare
13
+ 76.47%
$143.93 - $224.51 $1.87K - $2.92K
30 $6K
BIO
Bio Rad Laboratories, Inc.

Healthcare
7
+ 26.92%
$263.97 - $344.64 $1.85K - $2.41K
33 $11K
BOKF
Bok Financial Corp

Financial Services
32
+ 91.43%
$87.91 - $107.34 $2.81K - $3.43K
67 $7K
BRC
Brady Corp

Industrials
20
+ 8.23%
$64.54 - $76.61 $1.29K - $1.53K
263 $20K
BRSP
Bright Spire Capital, Inc.

Real Estate
915
+ 8.91%
$5.12 - $6.64 $4.68K - $6.08K
11.2K $62K
BNL
Broadstone Net Lease, Inc.

Real Estate
60
+ 5.54%
$15.64 - $18.95 $938 - $1.14K
1.14K $21K
BEPC
Brookfield Renewable Corp

Utilities
80
+ 21.68%
$26.92 - $32.89 $2.15K - $2.63K
449 $14K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
81
+ 22.19%
$33.2 - $41.73 $2.69K - $3.38K
446 $18K
Activity Summary
Buys All Purchases 1318 New Holdings 113 Increased Positions 1205 Sells All Sells 868 Reductions 859 Sold out 9 Options Calls 0 Puts 0
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email