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
WMT
Walmart Inc.

Consumer Defensive
3.48K
+ 4.99%
$79.1 - $95.7 $275K - $333K
73.3K $6.62M
UPRO
Proshares Trust Proshares Ultr

ETFs
10.4K
New
$82.66 - $99.48 $860K - $1.03M
10.4K $922K
IYW
Ishares Dj Us Tech ETF

ETFs
3.5K
+ 7.76%
$148.14 - $166.23 $519K - $582K
48.6K $7.76M
DFIC
Dimensional ETF Tr Dimensional

ETFs
47.3K
+ 34.49%
$25.61 - $28.0 $1.21M - $1.32M
184K $4.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.37K
+ 17.19%
$481.22 - $538.17 $658K - $736K
9.32K $4.77M
VT
Vanguard Total World Stk Index

ETFs
7.93K
+ 33.78%
$117.09 - $123.07 $928K - $976K
31.4K $3.69M
VO
Vanguard Mid Cap ETF

ETFs
3.29K
+ 288.94%
$261.5 - $284.63 $861K - $937K
4.43K $1.17M
DUHP
Dimensional ETF Tr Dimensional

ETFs
26.9K
+ 18.1%
$33.62 - $35.69 $906K - $961K
176K $5.94M
DFAS
Dimensional ETF Tr U S Small C

ETFs
13K
+ 22.12%
$63.58 - $71.15 $825K - $923K
71.6K $4.66M
NFLX
Netflix Inc

Communication Services
65
+ 1.48%
$687.65 - $936.56 $44.7K - $60.9K
4.45K $3.96M
ET
Energy Transfer LP

Energy
39.2K
+ 230.05%
$16.05 - $19.86 $629K - $779K
56.2K $1.1M
FANG
Diamondback Energy, Inc.

Energy
5.75K
+ 36.58%
$153.06 - $199.5 $881K - $1.15M
21.5K $3.52M
DFAE
Dimensional ETF Tr

ETFs
31.6K
+ 53618.64%
$25.36 - $28.15 $802K - $891K
31.7K $803K
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.2K
+ 108.89%
$71.75 - $75.11 $807K - $845K
21.6K $1.55M
CRM
Salesforce, Inc.

Technology
1.07K
+ 16.87%
$270.87 - $367.87 $290K - $394K
7.43K $2.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.8K
+ 67.79%
$49.79 - $51.14 $737K - $757K
36.7K $1.84M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.41K
+ 6.06%
$34.49 - $39.24 $325K - $369K
165K $6.12M
META
Meta Platforms, Inc.

Communication Services
708
+ 4.52%
$554.08 - $632.68 $392K - $448K
16.4K $9.65M
SUB
Ishares Short Term National Mu

ETFs
6.61K
+ 47.98%
$104.94 - $106.2 $693K - $702K
20.4K $2.15M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.1K
+ 865.43%
$33.77 - $44.09 $678K - $885K
22.4K $759K
VSLU
ETF Opportunities Tr Applied F
16.7K
+ 23.85%
$35.67 - $37.88 $595K - $632K
86.6K $3.17M
YINN
Direxion Shs ETF Tr

ETFs
23.1K
New
$25.78 - $58.57 $594K - $1.35M
23.1K $644K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
16.8K
+ 17.0%
$42.7 - $46.33 $718K - $779K
116K $4.96M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.3K
+ 1021.56%
$36.54 - $37.53 $594K - $610K
17.8K $656K
VBR
Vanguard Small Cap Value ETF

ETFs
3.06K
+ 21.98%
$197.36 - $217.3 $603K - $664K
17K $3.36M
FLEE
Franklin Templeton ETF Tr

ETFs
23.1K
+ 100.71%
$27.72 - $30.7 $641K - $709K
46.1K $1.28M
BNDX
Vanguard Total International B

ETFs
19.9K
+ 5.79%
$48.91 - $50.61 $971K - $1.01M
363K $17.8M
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
15.5K
New
$34.78 - $60.36 $538K - $933K
15.5K $543K
IWF
Ishares Russell 1000 Gr ETF

ETFs
299
+ 1.91%
$370.24 - $418.94 $111K - $125K
16K $6.41M
GDXU
Bank Of Montreal

ETFs
18.9K
New
$26.68 - $63.13 $505K - $1.19M
18.9K $513K
XLF
Financial Sector Spdr

ETFs
8.94K
+ 38.2%
$44.89 - $51.34 $401K - $459K
32.3K $1.56M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.38K
+ 6.06%
$61.52 - $66.5 $331K - $358K
94.1K $6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.18K
+ 115.05%
$96.64 - $101.23 $501K - $525K
9.69K $938K
CIEN
Ciena Corp

Technology
627
+ 3.51%
$61.45 - $91.14 $38.5K - $57.1K
18.5K $1.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 10.68%
$57.53 - $60.83 $671K - $710K
121K $6.96M
GGAL
Grupo Financiero Galicia Sa

Financial Services
7.29K
+ 60716.67%
$41.94 - $68.72 $306K - $501K
7.3K $454K
FLRN
Spdr Bloomberg Investment Grad

ETFs
14.5K
New
$30.67 - $30.84 $445K - $448K
14.5K $446K
GS
Goldman Sachs Group Inc

Financial Services
119
+ 2.46%
$486.1 - $608.57 $57.8K - $72.4K
4.95K $2.84M
AVUV
American Centy ETF Tr Avantis

ETFs
4.4K
+ 30.84%
$94.37 - $106.41 $416K - $469K
18.7K $1.8M
YPF
Ypf Sociedad Anonima

Energy
9.86K
New
$21.67 - $44.88 $214K - $443K
9.86K $419K
BMA
Macro Bank Inc.

Financial Services
4.3K
New
$65.0 - $106.83 $280K - $459K
4.3K $416K
MS
Morgan Stanley

Financial Services
1.27K
+ 10.63%
$104.42 - $134.99 $132K - $171K
13.2K $1.65M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
16.1K
+ 38.56%
$25.33 - $27.57 $408K - $444K
57.9K $1.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.11K
+ 683.17%
$45.39 - $62.98 $322K - $447K
8.15K $462K
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 167.59%
$24.25 - $26.7 $431K - $474K
28.4K $696K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.21K
+ 10.86%
$50.73 - $51.08 $416K - $419K
83.8K $4.26M
FNX
First Tr Mid Cap Core Alphadex

ETFs
3.47K
+ 28933.33%
$114.77 - $127.28 $398K - $442K
3.48K $403K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.01K
+ 11.99%
$172.07 - $207.36 $174K - $210K
9.46K $1.87M
PAM
Pampa Energy Inc.

Utilities
4.05K
+ 306.13%
$59.98 - $91.79 $243K - $371K
5.37K $472K
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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