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
FPX
First Trust Us Equity Opportun

ETFs
3.27K
New
$109.38 - $131.9 $357K - $431K
3.27K $390K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.43K
+ 43.81%
$58.88 - $64.8 $496K - $546K
27.7K $1.63M
IEFA
Ishares Tr

ETFs
6.41K
+ 74.32%
$70.06 - $77.43 $449K - $496K
15K $1.06M
BA
Boeing CO

Industrials
1.27K
+ 20.87%
$138.14 - $180.72 $175K - $229K
7.35K $1.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.04K
+ 12.56%
$126.68 - $134.74 $385K - $409K
27.2K $3.47M
WFC
Wells Fargo & Company

Financial Services
855
+ 4.13%
$54.98 - $77.35 $47K - $66.1K
21.6K $1.52M
KEX
Kirby Corp

Industrials
4.63K
+ 51.87%
$104.14 - $130.55 $482K - $604K
13.5K $1.43M
SAP
Sap Se

Technology
1.26K
+ 89.88%
$218.13 - $255.54 $275K - $322K
2.66K $655K
FLJP
Franklin Templeton ETF Tr

ETFs
12.5K
+ 81.97%
$28.25 - $30.5 $354K - $382K
27.8K $795K
DIHP
Dimensional ETF Tr Dimensional

ETFs
20.3K
+ 27.49%
$25.15 - $27.57 $509K - $558K
93.9K $2.37M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.51K
+ 31.24%
$40.26 - $42.88 $343K - $365K
35.8K $1.45M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.47K
New
$47.58 - $48.56 $308K - $314K
6.47K $309K
PANW
Palo Alto Networks Inc

Technology
11.6K
+ 102.84%
$181.96 - $405.9 $2.11M - $4.71M
22.9K $4.16M
PNFP
Pinnacle Financial Partners Inc

Financial Services
20
+ 0.11%
$92.95 - $129.87 $1.86K - $2.6K
18K $2.06M
SGOL
Abrdn Gold ETF Trust

ETFs
11.9K
New
$24.46 - $26.62 $290K - $315K
11.9K $296K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
24.1K
+ 318.02%
$9.95 - $12.23 $240K - $295K
31.7K $372K
EQIX
Equinix Inc

Real Estate
299
+ 128.88%
$865.69 - $985.0 $259K - $295K
531 $500K
ERJ
Embraer S.A.

Industrials
7.82K
+ 680.0%
$32.46 - $40.0 $254K - $313K
8.97K $329K
VRNA
Verona Pharma PLC

Healthcare
5.96K
+ 3074.23%
$28.71 - $47.02 $171K - $280K
6.16K $285K
QFIN
360 Digi Tech, Inc.

Financial Services
7.14K
+ 4272.46%
$29.37 - $39.79 $210K - $284K
7.3K $280K
ETR
Entergy Corp

Utilities
4.25K
+ 484.83%
$73.19 - $156.4 $311K - $665K
5.13K $388K
DLR
Digital Realty Trust, Inc.

Real Estate
1.43K
+ 115.76%
$156.46 - $195.69 $223K - $279K
2.66K $470K
TPR
Tapestry, Inc.

Consumer Cyclical
620
+ 4.93%
$43.54 - $66.18 $27K - $41K
13.2K $861K
VTR
Ventas, Inc.

Real Estate
4.63K
+ 726.84%
$57.73 - $66.48 $267K - $308K
5.27K $310K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.51K
+ 22.16%
$113.92 - $127.38 $286K - $319K
13.8K $1.59M
UBS
Ubs Group Ag

Financial Services
8.77K
+ 138.33%
$29.78 - $33.08 $261K - $290K
15.1K $458K
TYL
Tyler Technologies Inc

Technology
450
+ 1666.67%
$576.64 - $635.69 $259K - $286K
477 $275K
SPMD
Spdr Portfolio

ETFs
4.61K
+ 2621.59%
$54.13 - $59.56 $250K - $275K
4.79K $261K
VGT
Vanguard Information Technolog

ETFs
358
+ 43.5%
$571.78 - $647.97 $205K - $232K
1.18K $734K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.77K
+ 2.05%
$97.11 - $104.1 $269K - $288K
138K $13.5M
CSCO
Cisco Systems, Inc.

Technology
2.86K
+ 21.11%
$52.45 - $60.02 $150K - $172K
16.4K $972K
GLD
Spdr Gold Trust

ETFs
1.06K
+ 12.17%
$236.59 - $257.5 $251K - $273K
9.78K $2.37M
MSI
Motorola Solutions, Inc.

Technology
521
+ 98.12%
$449.08 - $504.6 $234K - $263K
1.05K $486K
URTH
Ishares Msci World ETF

ETFs
1.56K
New
$153.73 - $162.67 $240K - $254K
1.56K $243K
VB
Vanguard Small Cap ETF

ETFs
253
+ 0.44%
$233.76 - $261.58 $59.1K - $66.2K
57.5K $13.8M
CPT
Camden Property Trust

Real Estate
2.07K
+ 324.57%
$112.52 - $127.03 $233K - $263K
2.71K $314K
HEI
Heico Corp

Industrials
982
+ 1785.45%
$237.06 - $279.02 $233K - $274K
1.04K $246K
SCHW
Schwab Charles Corp

Financial Services
313
+ 1.38%
$63.31 - $82.85 $19.8K - $25.9K
23K $1.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.24K
+ 6.95%
$94.43 - $105.47 $117K - $131K
19.1K $1.94M
SPGI
S&P Global Inc.

Financial Services
481
+ 74.23%
$480.36 - $529.17 $231K - $255K
1.13K $562K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4K
+ 3007.52%
$53.94 - $58.15 $216K - $233K
4.13K $233K
FSK
Fs Kkr Capital Corp

Financial Services
9.45K
+ 96.66%
$19.71 - $22.22 $186K - $210K
19.2K $417K
BAC
Bank Of America Corp

Financial Services
247
+ 0.49%
$39.22 - $47.77 $9.69K - $11.8K
50.5K $2.22M
MCK
Mckesson Corp

Healthcare
144
+ 7.73%
$482.27 - $628.5 $69.4K - $90.5K
2.01K $1.14M
BCS
Barclays PLC

Financial Services
16.4K
+ 362.11%
$11.65 - $13.67 $191K - $224K
21K $278K
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.4K
New
$40.12 - $41.68 $217K - $225K
5.4K $222K
T
At&T Inc.

Communication Services
8.79K
+ 30.51%
$21.22 - $23.88 $186K - $210K
37.6K $855K
CARG
Car Gurus, Inc.

Communication Services
6.07K
+ 202366.67%
$29.05 - $38.78 $176K - $235K
6.07K $221K
YMM
Full Truck Alliance Co. Ltd.

Technology
20.2K
+ 2104.9%
$8.25 - $12.28 $167K - $248K
21.1K $228K
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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