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
PAX
Patria Investments LTD

Financial Services
154
New
$10.88 - $12.89 $1.68K - $1.99K
154 $1K
DCOM
Dime Community Bancshares, Inc.

Financial Services
16
+ 4.47%
$27.53 - $36.59 $440 - $585
374 $11K
LFMD
Life Md, Inc.

Healthcare
305
New
$4.08 - $7.1 $1.24K - $2.17K
305 $1K
OLO
Olo Inc.

Technology
152
New
$4.64 - $8.02 $705 - $1.22K
152 $1K
AFCG
Afc Gamma, Inc.

Real Estate
222
New
$8.33 - $10.46 $1.85K - $2.32K
222 $1K
ALHC
Alignment Healthcare, Inc.

Healthcare
88
+ 1466.67%
$10.0 - $14.15 $880 - $1.25K
94 $1K
COUR
Coursera, Inc.

Consumer Defensive
120
+ 545.45%
$6.84 - $8.85 $821 - $1.06K
142 $1K
HNST
Honest Company, Inc.

Consumer Cyclical
174
New
$3.36 - $8.57 $585 - $1.49K
174 $1K
NEOG
Neogen Corp

Healthcare
476
+ 45.25%
$11.64 - $16.4 $5.54K - $7.81K
1.53K $18K
ATRC
Atri Cure, Inc.

Healthcare
46
New
$27.02 - $38.2 $1.24K - $1.76K
46 $1K
AVPT
Ave Point, Inc.

Technology
69
New
$11.54 - $18.89 $796 - $1.3K
69 $1K
BLND
Blend Labs, Inc.

Technology
272
New
$3.31 - $5.35 $900 - $1.46K
272 $1K
LCID
Lucid Group, Inc.

Consumer Cyclical
291
+ 153.16%
$2.01 - $3.44 $585 - $1K
481 $1K
RKLB
Rocket Lab Usa, Inc.

Industrials
57
New
$9.23 - $28.44 $526 - $1.62K
57 $1K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
47
+ 223.81%
$24.92 - $32.79 $1.17K - $1.54K
68 $1K
AVDX
Avid Xchange Holdings, Inc.

Technology
45
+ 69.23%
$7.66 - $11.59 $345 - $522
110 $1K
SG
Sweetgreen, Inc.

Consumer Cyclical
42
New
$31.7 - $43.97 $1.33K - $1.85K
42 $1K
OSPN
One Span Inc.

Technology
92
New
$14.47 - $19.38 $1.33K - $1.78K
92 $1K
KALU
Kaiser Aluminum Corp

Basic Materials
16
+ 27.59%
$67.31 - $86.2 $1.08K - $1.38K
74 $5K
IOT
Samsara Inc.

Technology
14
+ 38.89%
$42.67 - $56.35 $597 - $789
50 $2K
SR
Spire Inc

Utilities
1
+ 0.13%
$62.24 - $73.38 $62.2 - $73.4
771 $52K
ACRE
Ares Commercial Real Estate Corp

Real Estate
295
+ 143.9%
$5.89 - $7.29 $1.74K - $2.15K
500 $2K
CMPO
Compo Secure, Inc.

Industrials
3
+ 0.45%
$13.6 - $16.55 $40.8 - $49.7
675 $10K
ATNI
Atn International, Inc.

Communication Services
64
New
$16.38 - $33.48 $1.05K - $2.14K
64 $1K
ACLX
Arcellx, Inc.

Healthcare
21
New
$75.39 - $106.53 $1.58K - $2.24K
21 $1K
EMBC
Embecta Corp.

Healthcare
9
+ 6.29%
$12.51 - $20.83 $113 - $187
152 $3K
EE
Excelerate Energy, Inc.

Utilities
18
+ 54.55%
$22.25 - $32.15 $401 - $579
51 $1K
FFBC
First Financial Bancorp

Financial Services
44
+ 104.76%
$23.97 - $30.34 $1.05K - $1.33K
86 $2K
CPK
Chesapeake Utilities Corp

Utilities
11
+ 11.83%
$116.24 - $133.18 $1.28K - $1.46K
104 $12K
CHCO
City Holding CO

Financial Services
7
+ 15.56%
$113.37 - $134.35 $794 - $940
52 $6K
EHAB
Enhabit, Inc.

Healthcare
59
+ 11.8%
$6.93 - $8.75 $409 - $516
559 $4K
TCBI
Texas Capital Bancshares Inc

Financial Services
14
New
$69.88 - $89.68 $978 - $1.26K
14 $1K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
1
+ 0.19%
$35.84 - $41.12 $35.8 - $41.1
534 $20K
NBHC
National Bank Holdings Corp

Financial Services
30
New
$40.09 - $51.24 $1.2K - $1.54K
30 $1K
DK
Delek Us Holdings, Inc.

Energy
61
+ 321.05%
$15.4 - $20.37 $939 - $1.24K
80 $1K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
10
+ 9.09%
$49.77 - $64.58 $498 - $646
120 $6K
MIDD
Middleby Corp

Industrials
11
+ 17.74%
$129.7 - $146.97 $1.43K - $1.62K
73 $9K
RUM
Rumble Inc.

Technology
27
+ 27.0%
$5.18 - $16.27 $140 - $439
127 $1K
AMBA
Ambarella Inc

Technology
14
+ 53.85%
$54.22 - $76.22 $759 - $1.07K
40 $2K
GRNT
Granite Ridge Resources, Inc.
195
New
$5.65 - $6.78 $1.1K - $1.32K
195 $1K
DDS
Dillard'S, Inc.

Consumer Cyclical
3
+ 37.5%
$357.11 - $465.97 $1.07K - $1.4K
11 $4K
PFS
Provident Financial Services Inc

Financial Services
53
+ 20.7%
$17.64 - $21.86 $935 - $1.16K
309 $5K
MGA
Magna International Inc

Consumer Cyclical
14
+ 5.24%
$39.47 - $46.46 $553 - $650
281 $11K
WDFC
Wd 40 CO

Basic Materials
5
+ 19.23%
$242.06 - $290.11 $1.21K - $1.45K
31 $7K
EVC
Entravision Communications Corp

Communication Services
796
New
$2.02 - $2.59 $1.61K - $2.06K
796 $1K
NECB
North East Community Bancorp, Inc.

Financial Services
22
+ 75.86%
$24.13 - $31.11 $531 - $684
51 $1K
SHV
Ishares Tr

ETFs
11
New
$109.92 - $110.57 $1.21K - $1.22K
11 $1K
SASR
Sandy Spring Bancorp Inc

Financial Services
14
+ 6.28%
$30.44 - $38.71 $426 - $542
237 $7K
APOG
Apogee Enterprises, Inc.

Industrials
18
+ 6.98%
$68.43 - $87.22 $1.23K - $1.57K
276 $19K
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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