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
CVLG
Covenant Logistics Group, Inc.

Industrials
8
New
$49.9 - $60.66 $399 - $485
8 $0
Bank First Corporation Com
5
New
N/A
5 $0
HBCP
Home Bancorp, Inc.

Financial Services
3
New
$40.67 - $51.55 $122 - $155
3 $0
SNDX
Syndax Pharmaceuticals Inc

Healthcare
63
New
$12.52 - $21.81 $789 - $1.37K
63 $0
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
60
New
$4.55 - $9.56 $273 - $574
60 $0
Npk International Inc Com Shs
20
New
N/A
20 $0
ITIC
Investors Title CO

Financial Services
1
New
$220.8 - $286.51 $221 - $287
1 $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
17
New
$40.06 - $45.21 $681 - $769
17 $0
PMT
Penny Mac Mortgage Investment Trust

Real Estate
84
+ 23.14%
$12.44 - $14.36 $1.04K - $1.21K
447 $5K
Atlanta Braves Hldgs Inc Com Ser C
18
New
N/A
18 $0
DSGR
Distribution Solutions Group, Inc.

Industrials
5
New
$34.27 - $40.85 $171 - $204
5 $0
HROW
Harrow Health, Inc.

Healthcare
2
New
$33.39 - $57.5 $66.8 - $115
2 $0
GWRS
Global Water Resources, Inc.

Utilities
2
New
$11.32 - $13.5 $22.6 - $27
2 $0
FDL
First Tr Morningstar Dividend

ETFs
0
New
$39.59 - $43.95 $0 - $0
0 $0
TRNS
Transcat Inc

Industrials
3
New
$95.41 - $132.7 $286 - $398
3 $0
ADES
Advanced Emissions Solutions, Inc.

Industrials
17
New
N/A
17 $0
MRUS
Merus N.V.

Healthcare
2
New
$41.45 - $54.5 $82.9 - $109
2 $0
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
9
+ 5.39%
$20.92 - $23.57 $188 - $212
176 $3K
SPTL
Spdr Portfolio Long Term Treas

ETFs
95
+ 11.43%
$26.05 - $29.17 $2.47K - $2.77K
926 $24K
UHT
Universal Health Realty Income Trust

Real Estate
12
+ 41.38%
$36.47 - $45.19 $438 - $542
41 $1K
DHC
Diversified Healthcare Trust

Real Estate
25
+ 108.7%
$2.17 - $4.13 $54.3 - $103
48 $0
CMCO
Columbus Mckinnon Corp

Industrials
12
New
$31.42 - $40.59 $377 - $487
12 $0
Magnera Corp Com Shs
372
New
N/A
372 $0
SIGI
Selective Insurance Group Inc

Financial Services
4
+ 1.6%
$90.05 - $102.09 $360 - $408
254 $23K
WAL
Western Alliance Bancorporation

Financial Services
4
+ 1.25%
$80.51 - $96.1 $322 - $384
325 $27K
Outlook Therapeutics Inc Com
188
New
N/A
188 $0
AVD
American Vanguard Corp

Basic Materials
97
New
$4.35 - $6.43 $422 - $624
97 $0
WRLD
World Acceptance Corp

Financial Services
4
New
$108.04 - $126.46 $432 - $506
4 $0
WOR
Worthington Industries Inc

Industrials
13
+ 650.0%
$38.2 - $43.42 $497 - $564
15 $0
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
59
New
$6.33 - $8.67 $373 - $512
59 $0
RTO
Rentokil Initial PLC

Industrials
17
+ 5.76%
$22.92 - $26.98 $390 - $459
312 $7K
Hamilton Insurance Group Ltd. Cl B
61
New
N/A
61 $0
JACK
Jack In The Box Inc

Consumer Cyclical
22
New
$38.71 - $51.52 $852 - $1.13K
22 $0
TCMD
Tactile Systems Technology Inc

Healthcare
22
New
$13.43 - $19.54 $295 - $430
22 $0
MYRG
Myr Group Inc.

Industrials
2
New
$102.56 - $168.18 $205 - $336
2 $0
PTGX
Protagonist Therapeutics, Inc

Healthcare
10
New
$38.51 - $48.43 $385 - $484
10 $0
Rb Global Inc Com
2.22K
+ 3.31%
N/A
69.3K $0
BLNK
Blink Charging Co.

Industrials
386
New
$1.39 - $2.25 $537 - $869
386 $0
ASIX
Advan Six Inc.

Basic Materials
6
+ 60.0%
$27.85 - $32.87 $167 - $197
16 $0
DC
Dakota Gold Corp.

Basic Materials
50
New
$2.08 - $2.51 $104 - $125
50 $0
OSBC
Old Second Bancorp Inc

Financial Services
14
New
$14.91 - $18.9 $209 - $265
14 $0
SHBI
Shore Bancshares Inc

Financial Services
4
New
$13.3 - $17.43 $53.2 - $69.7
4 $0
CWH
Camping World Holdings, Inc.

Consumer Cyclical
17
+ 11.33%
$20.06 - $25.14 $341 - $427
167 $3K
PRCH
Porch Group, Inc.

Technology
1
New
$1.28 - $5.82 $1.28 - $5.82
1 $0
MNRO
Monro, Inc.

Consumer Cyclical
14
+ 7.33%
$24.38 - $29.78 $341 - $417
205 $5K
UTI
Universal Technical Institute Inc

Consumer Defensive
2
New
$15.2 - $26.53 $30.4 - $53.1
2 $0
FBIZ
First Business Financial Services, Inc.

Financial Services
2
New
$42.04 - $51.47 $84.1 - $103
2 $0
Annaly Capital Management Inc Com New
429
+ 7.93%
N/A
5.84K $0
BDC
Belden Inc.

Technology
8
+ 8.33%
$112.15 - $131.43 $897 - $1.05K
104 $11K
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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