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
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
50
+ 128.21%
$30.0 - $39.95 $1.5K - $2K
89 $3K
HCSG
Healthcare Services Group Inc

Healthcare
142
+ 15.22%
$10.38 - $11.87 $1.47K - $1.69K
1.08K $11K
HBM
Hudbay Minerals Inc.

Basic Materials
152
+ 4.85%
$6.8 - $9.74 $1.03K - $1.48K
3.28K $30K
IIPR
Innovative Industrial Properties Inc

Real Estate
12
+ 37.5%
$107.56 - $136.78 $1.29K - $1.64K
44 $5K
INST
Instructure Holdings, Inc.

Technology
84
+ 22.89%
$22.73 - $25.35 $1.91K - $2.13K
451 $10K
INVH
Invitation Homes Inc.

Real Estate
42
+ 57.53%
$33.2 - $37.28 $1.39K - $1.57K
115 $4K
FXI
Ishares Tr

ETFs
10
+ 3.08%
$24.78 - $32.17 $248 - $322
335 $10K
JJSF
J&J Snack Foods Corp

Consumer Defensive
12
+ 17.65%
$159.36 - $173.59 $1.91K - $2.08K
80 $13K
JBLU
Jetblue Airways Corp

Industrials
1
+ 0.03%
$4.57 - $6.66 $4.57 - $6.66
3.83K $25K
JPIE
J P Morgan Exchange Traded Fd
9
+ 0.61%
$45.17 - $46.39 $407 - $418
1.48K $68K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
7
+ 2.28%
$18.46 - $25.37 $129 - $178
314 $7K
MMI
Marcus & Millichap, Inc.

Real Estate
17
+ 8.67%
$30.23 - $40.7 $514 - $692
213 $8K
MKTX
Marketaxess Holdings Inc

Financial Services
2
+ 14.29%
$193.39 - $261.08 $387 - $522
16 $4K
MLM
Martin Marietta Materials Inc

Basic Materials
5
+ 15.63%
$502.48 - $593.35 $2.51K - $2.97K
37 $19K
MTZ
Mastec Inc

Industrials
14
+ 28.0%
$97.3 - $126.14 $1.36K - $1.77K
64 $7K
MATV
Schweitzer Mauduit International Inc

Basic Materials
90
+ 26.32%
$14.38 - $19.09 $1.29K - $1.72K
432 $7K
MATX
Matson, Inc.

Industrials
6
+ 5.88%
$121.89 - $142.79 $731 - $857
108 $15K
MMSI
Merit Medical Systems Inc

Healthcare
21
+ 30.0%
$84.12 - $100.23 $1.77K - $2.1K
91 $8K
NTRA
Natera, Inc.

Healthcare
6
+ 9.38%
$97.75 - $129.67 $587 - $778
70 $8K
NHI
National Health Investors Inc

Real Estate
7
+ 10.0%
$67.53 - $85.15 $473 - $596
77 $6K
ORA
Ormat Technologies, Inc.

Utilities
20
+ 26.32%
$69.2 - $78.16 $1.38K - $1.56K
96 $7K
PSN
Parsons Corp

Industrials
1
+ 1.18%
$76.52 - $103.68 $76.5 - $104
86 $8K
PEGA
Pegasystems Inc

Technology
8
+ 4.82%
$57.07 - $73.36 $457 - $587
174 $12K
PWSC
Powerschool Holdings, Inc.

Technology
55
+ 66.27%
$22.37 - $22.85 $1.23K - $1.26K
138 $3K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2
+ 0.38%
$65.26 - $75.5 $131 - $151
531 $38K
QRVO
Qorvo, Inc.

Technology
46
+ 17.9%
$99.78 - $129.21 $4.59K - $5.94K
303 $31K
QLYS
Qualys, Inc.

Technology
17
+ 60.71%
$120.88 - $149.14 $2.05K - $2.54K
45 $5K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
22
+ 4.65%
$26.56 - $32.5 $584 - $715
495 $15K
RH
Rh

Consumer Cyclical
2
+ 50.0%
$237.89 - $348.93 $476 - $698
6 $2K
RGLD
Royal Gold Inc

Basic Materials
4
+ 5.63%
$125.01 - $146.5 $500 - $586
75 $10K
SXT
Sensient Technologies Corp

Basic Materials
7
+ 4.79%
$70.26 - $81.68 $492 - $572
153 $12K
SVM
Silvercorp Metals Inc

Basic Materials
66
+ 3.13%
$3.11 - $4.64 $205 - $306
2.18K $9K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
6
+ 13.04%
$162.45 - $195.17 $975 - $1.17K
52 $9K
SPTL
Spdr Portfolio Long Term Treas

ETFs
4
+ 0.48%
$26.69 - $29.87 $107 - $119
831 $24K
SII
Sprott Inc.

Financial Services
19
+ 4.41%
$38.73 - $46.3 $736 - $880
450 $19K
SQSP
Squarespace, Inc.

Technology
28
+ 10.07%
$43.53 - $46.42 $1.22K - $1.3K
306 $14K
SUI
Sun Communities Inc

Real Estate
6
+ 7.5%
$117.46 - $147.6 $705 - $886
86 $11K
SYNA
Synaptics Inc

Technology
20
+ 62.5%
$68.09 - $97.76 $1.36K - $1.96K
52 $4K
TEX
Terex Corp

Industrials
39
+ 108.33%
$49.81 - $66.76 $1.94K - $2.6K
75 $3K
TW
Tradeweb Markets Inc.

Financial Services
12
+ 85.71%
$104.25 - $123.67 $1.25K - $1.48K
26 $3K
TRIN
Trinity Capital Inc.

Financial Services
168
+ 45.28%
$13.57 - $14.74 $2.28K - $2.48K
539 $7K
TROX
Tronox Holdings PLC

Basic Materials
131
+ 139.36%
$11.69 - $17.31 $1.53K - $2.27K
225 $3K
TWST
Twist Bioscience Corp

Healthcare
35
+ 175.0%
$36.72 - $58.88 $1.29K - $2.06K
55 $2K
UDR
Udr, Inc.

Real Estate
23
+ 11.98%
$39.96 - $47.13 $919 - $1.08K
215 $9K
UA
Under Armour Inc Cl C

Consumer Cyclical
1
+ 0.08%
$6.18 - $8.41 $6.18 - $8.41
1.18K $9K
VCYT
Veracyte, Inc.

Healthcare
27
+ 77.14%
$21.0 - $35.25 $567 - $952
62 $2K
UITB
Usaa ETF Tr Core Intermediate

ETFs
6
+ 0.62%
$45.71 - $48.29 $274 - $290
974 $46K
VIRT
Virtu Financial, Inc.

Financial Services
86
New
$21.68 - $32.43 $1.86K - $2.79K
86 $2K
VSH
Vishay Intertechnology Inc

Technology
125
+ 120.19%
$17.78 - $24.31 $2.22K - $3.04K
229 $4K
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
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