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
AWK
American Water Works Company, Inc.

Utilities
103
+ 54.21%
$123.83 - $146.07 $12.8K - $15K
293 $36K
PODD
Insulet Corp

Healthcare
21
+ 16.54%
$227.79 - $275.7 $4.78K - $5.79K
148 $38K
NHC
National Healthcare Corp

Healthcare
93
+ 84.55%
$107.42 - $135.75 $9.99K - $12.6K
203 $21K
EBAY
Ebay Inc

Consumer Cyclical
250
+ 9.53%
$57.51 - $67.17 $14.4K - $16.8K
2.87K $178K
AKAM
Akamai Technologies Inc

Technology
86
+ 29.35%
N/A
379 $34K
CBT
Cabot Corp

Basic Materials
219
+ 37.18%
$90.64 - $117.0 $19.9K - $25.6K
808 $73K
CAE
Cae Inc

Industrials
22
+ 1.91%
$17.6 - $25.38 $387 - $558
1.18K $29K
PRGO
Perrigo CO PLC

Healthcare
297
+ 80.49%
$24.18 - $28.91 $7.18K - $8.59K
666 $17K
HRI
Herc Holdings Inc

Industrials
17
+ 11.49%
$155.15 - $239.28 $2.64K - $4.07K
165 $31K
PK
Park Hotels & Resorts Inc.

Real Estate
516
+ 81.65%
$13.68 - $15.82 $7.06K - $8.16K
1.15K $16K
CACI
Caci International Inc

Technology
20
+ 117.65%
N/A
37 $15K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
172
New
$44.28 - $51.47 $7.62K - $8.85K
172 $8K
FE
Firstenergy Corp

Utilities
406
+ 23.87%
$39.14 - $44.52 $15.9K - $18.1K
2.11K $83K
ICL
Icl Group Ltd.

Basic Materials
960
+ 19.02%
$3.92 - $5.13 $3.76K - $4.92K
6.01K $29K
TSEM
Tower Semiconductor LTD

Technology
64
+ 10.58%
$41.03 - $52.93 $2.63K - $3.39K
669 $34K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
393
+ 79.39%
$26.77 - $30.82 $10.5K - $12.1K
888 $23K
TNL
Travel & Leisure Co.

Consumer Cyclical
105
+ 18.07%
$45.26 - $56.28 $4.75K - $5.91K
686 $34K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
71
New
$119.61 - $136.3 $8.49K - $9.68K
71 $8K
ALIT
Alight, Inc.

Technology
1.07K
+ 198.33%
$6.73 - $8.46 $7.19K - $9.04K
1.61K $11K
NABL
N Able, Inc.

Technology
1.07K
+ 183.48%
$9.34 - $12.72 $9.96K - $13.6K
1.65K $15K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
54
+ 79.41%
$107.0 - $142.46 $5.78K - $7.69K
122 $15K
PBF
Pbf Energy Inc.

Energy
614
+ 33.21%
$25.15 - $33.71 $15.4K - $20.7K
2.46K $65K
RGP
Resources Connection, Inc.

Industrials
1.01K
New
$7.96 - $9.47 $8.02K - $9.55K
1.01K $8K
DRI
Darden Restaurants Inc

Consumer Cyclical
9
+ 2.88%
$155.96 - $188.66 $1.4K - $1.7K
321 $59K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
41
+ 28.67%
$174.04 - $205.27 $7.14K - $8.42K
184 $33K
EXLS
Exl Service Holdings, Inc.

Technology
157
+ 70.4%
$38.1 - $47.02 $5.98K - $7.38K
380 $16K
COLM
Columbia Sportswear CO

Consumer Cyclical
91
+ 77.78%
$75.7 - $90.71 $6.89K - $8.25K
208 $17K
HI
Hillenbrand, Inc.

Industrials
244
+ 182.09%
$25.38 - $34.77 $6.19K - $8.48K
378 $11K
A
Agilent Technologies, Inc.

Healthcare
145
+ 17.86%
$125.69 - $146.56 $18.2K - $21.3K
957 $128K
LABU
Direxion Daily S&P Biotech Bul

ETFs
98
New
$89.58 - $146.96 $8.78K - $14.4K
98 $8K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
109
+ 57.67%
$97.29 - $122.68 $10.6K - $13.4K
298 $29K
IONS
Ionis Pharmaceuticals Inc

Healthcare
230
+ 96.64%
$33.73 - $40.36 $7.76K - $9.28K
468 $16K
ARCH
Arch Resources, Inc.

Energy
47
+ 95.92%
$134.17 - $175.55 $6.31K - $8.25K
96 $13K
STLD
Steel Dynamics Inc

Basic Materials
67
+ 10.01%
N/A
736 $72K
SJM
J M Smucker CO

Consumer Defensive
85
+ 32.2%
$106.92 - $121.75 $9.09K - $10.3K
349 $38K
TGNA
Tegna Inc

Communication Services
115
+ 7.0%
$15.25 - $19.32 $1.75K - $2.22K
1.76K $32K
ORN
Orion Group Holdings Inc

Industrials
52
+ 1.3%
$5.35 - $9.0 $278 - $468
4.05K $30K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
219
New
$34.46 - $38.29 $7.55K - $8.39K
219 $7K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
436
+ 6.65%
$24.61 - $25.12 $10.7K - $11K
7K $172K
IRDM
Iridium Communications Inc.

Communication Services
235
+ 94.76%
$27.32 - $33.54 $6.42K - $7.88K
483 $14K
LBRT
Liberty Energy Inc.

Energy
307
+ 42.34%
$16.68 - $20.84 $5.12K - $6.4K
1.03K $20K
VFC
V F Corp

Consumer Cyclical
116
+ 4.07%
$16.7 - $22.59 $1.94K - $2.62K
2.97K $63K
LIT
Global X Fds Global X Lithium

ETFs
188
New
$40.78 - $48.97 $7.67K - $9.21K
188 $7K
PHYL
Pgim ETF Tr

ETFs
216
New
$34.74 - $35.59 $7.5K - $7.69K
216 $7K
KGC
Kinross Gold Corp

Basic Materials
765
+ 63.17%
$9.03 - $10.75 $6.91K - $8.22K
1.98K $18K
VIST
Vista Energy, S.A.B. De C.V.

Energy
3
+ 0.46%
$45.39 - $58.41 $136 - $175
650 $35K
DT
Dynatrace, Inc.

Technology
118
+ 132.58%
$51.09 - $59.6 $6.03K - $7.03K
207 $11K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
178
+ 217.07%
$40.97 - $42.66 $7.29K - $7.59K
260 $10K
WEN
Wendy'S CO

Consumer Cyclical
475
+ 243.59%
$16.26 - $20.42 $7.72K - $9.7K
670 $10K
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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