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
CENT
Central Garden & Pet CO

Consumer Defensive
25
New
$32.52 - $43.14 $813 - $1.08K
25 $0
GATO
Gatos Silver, Inc.

Basic Materials
12
New
$13.7 - $19.99 $164 - $240
12 $0
OPK
Opko Health, Inc.

Healthcare
145
+ 14.49%
$1.4 - $1.64 $203 - $238
1.15K $1K
ASTE
Astec Industries Inc

Industrials
4
New
$30.29 - $39.22 $121 - $157
4 $0
FCF
First Commonwealth Financial Corp

Financial Services
52
New
$16.24 - $19.41 $844 - $1.01K
52 $0
CNDT
Conduent Inc

Technology
42
New
$3.56 - $4.41 $150 - $185
42 $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.02K
New
N/A
2.02K $0
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
21
New
$8.09 - $12.5 $170 - $263
21 $0
Bluebird Bio Inc Com New
27
New
N/A
27 $0
MBIN
Merchants Bancorp

Financial Services
1
New
$35.94 - $45.87 $35.9 - $45.9
1 $0
PLSE
Pulse Biosciences, Inc.

Healthcare
2
New
$14.56 - $21.08 $29.1 - $42.2
2 $0
LGFA
Lions Gate Entmt Corp Cl A Vtg
3
New
N/A
3 $0
LGFB
Lions Gate Entmt Corp Cl B Non
11
New
N/A
11 $0
ICHR
Ichor Holdings, Ltd.

Technology
19
+ 1900.0%
$26.83 - $35.4 $510 - $673
20 $0
CDMO
Avid Bioservices, Inc.

Healthcare
18
New
$9.96 - $12.36 $179 - $222
18 $0
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
4
+ 22.22%
$198.56 - $251.73 $794 - $1.01K
22 $4K
Super Micro Computer Inc Com New
1.87K
+ 330.27%
N/A
2.43K $0
TCBK
Trico Bancshares

Financial Services
1
+ 7.14%
$40.66 - $49.62 $40.7 - $49.6
15 $0
BLDP
Ballard Power Systems Inc.

Industrials
7
+ 2.4%
$1.27 - $1.78 $8.89 - $12.5
299 $0
HRTX
Heron Therapeutics, Inc.

Healthcare
33
New
$1.06 - $2.12 $35 - $70
33 $0
Anaptysbio Inc Com
10
New
N/A
10 $0
AMTX
Aemetis, Inc

Energy
40
+ 27.97%
$2.3 - $4.62 $92 - $185
183 $0
FCBC
First Community Bankshares Inc

Financial Services
5
New
$40.95 - $48.99 $205 - $245
5 $0
LAUR
Laureate Education, Inc.

Consumer Defensive
18
New
$15.29 - $19.71 $275 - $355
18 $0
HLNE
Hamilton Lane Inc

Financial Services
4
+ 7.55%
$147.78 - $201.62 $591 - $806
57 $8K
BRY
Berry Corp (Bry)

Energy
247
+ 106.47%
$3.79 - $5.58 $936 - $1.38K
479 $1K
TPC
Tutor Perini Corp

Industrials
13
New
$23.8 - $33.24 $309 - $432
13 $0
Ni Hldgs Inc Com
21
New
N/A
21 $0
MAX
Media Alpha, Inc.

Communication Services
8
New
$10.71 - $20.73 $85.7 - $166
8 $0
OFLX
Omega Flex, Inc.

Industrials
9
New
$40.99 - $56.53 $369 - $509
9 $0
Te Connectivity PLC Ord Shs
226
+ 31.61%
N/A
941 $0
YEXT
Yext, Inc.

Technology
58
+ 6.07%
$6.21 - $8.6 $360 - $499
1.01K $6K
CFB
Crossfirst Bankshares, Inc.

Financial Services
37
New
$15.15 - $17.96 $561 - $665
37 $0
ERII
Energy Recovery, Inc.

Industrials
12
New
$14.66 - $19.93 $176 - $239
12 $0
EEX
Emerald Holding, Inc.

Communication Services
21
New
$3.94 - $5.06 $82.7 - $106
21 $0
Zymeworks Inc Com
10
New
N/A
10 $0
URGN
Uro Gen Pharma Ltd.

Healthcare
8
New
$10.52 - $13.11 $84.2 - $105
8 $0
ALT
Altimmune, Inc.

Healthcare
12
New
$6.02 - $9.85 $72.2 - $118
12 $0
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
69
+ 15.47%
$10.1 - $12.06 $697 - $832
515 $5K
OVID
Ovid Therapeutics Inc.

Healthcare
21
New
$0.93 - $1.36 $19.5 - $28.6
21 $0
FBNC
First Bancorp

Financial Services
4
+ 25.0%
$40.32 - $49.2 $161 - $197
20 $0
PAR
Par Technology Corp

Technology
4
New
$49.67 - $81.14 $199 - $325
4 $0
FXN
First Tr Exchange Traded Fd Fi

ETFs
56
New
$15.42 - $18.08 $864 - $1.01K
56 $0
SGH
Smart Global Holdings, Inc.

Technology
45
+ 2250.0%
$15.03 - $20.85 $676 - $938
47 $0
ESQ
Esquire Financial Holdings, Inc.

Financial Services
8
New
$60.83 - $79.97 $487 - $640
8 $0
STWD
Starwood Property Trust, Inc.

Real Estate
284
+ 7.5%
$18.95 - $20.37 $5.38K - $5.79K
4.07K $77K
JBGS
Jbg Smith Properties

Real Estate
157
+ 15.24%
$14.91 - $18.71 $2.34K - $2.94K
1.19K $18K
AVGE
American Centy ETF Tr Avantis
812
+ 80.96%
N/A
1.82K $0
BWZ
Spdr Bloomberg Short Term Inte

ETFs
3
New
$25.34 - $27.3 $76 - $81.9
3 $0
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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