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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.56K
+ 4.78%
$22.65 - $23.8 $35.4K - $37.2K
34.3K $778K
RDFN
Redfin Corp

Real Estate
66
+ 264.0%
$7.87 - $12.55 $519 - $828
91 $0
RBB
Rbb Bancorp

Financial Services
27
New
N/A
27 $0
Achieve Life Sciences Inc Com
26
New
N/A
26 $0
SMMD
Ishares Tr Russell 2500 ETF

ETFs
5
+ 0.29%
$66.67 - $74.08 $333 - $370
1.72K $116K
Greystone Housing Impact Inves Ben Unit Ctf
1K
+ 15.44%
N/A
7.48K $0
Cooper Cos Inc Com
518
+ 8.96%
N/A
6.3K $0
CELC
Celcuity Inc.

Healthcare
9
New
$12.0 - $16.35 $108 - $147
9 $0
ZLAB
Zai Lab LTD

Healthcare
3
+ 3.16%
$24.61 - $33.18 $73.8 - $99.5
98 $2K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.53%
$67.57 - $76.22 $135 - $152
379 $26K
Dole PLC Ord Shs
52
New
N/A
52 $0
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
12
New
$46.91 - $67.33 $563 - $808
12 $0
KIDS
Orthopediatrics Corp

Healthcare
9
New
$21.92 - $30.95 $197 - $279
9 $0
ROIC
Retail Opportunity Investments Corp

Real Estate
4
+ 4.71%
$15.41 - $17.47 $61.6 - $69.9
89 $1K
RIOT
Riot Blockchain, Inc.

Technology
54
New
$7.08 - $14.97 $382 - $808
54 $0
RMBL
Rumble On, Inc.

Consumer Cyclical
16
New
$4.31 - $7.0 $69 - $112
16 $0
FNKO
Funko, Inc.

Consumer Cyclical
43
New
$10.09 - $13.65 $434 - $587
43 $0
CNMD
Conmed Corp

Healthcare
12
+ 42.86%
$61.81 - $77.54 $742 - $930
40 $2K
SCPH
Sc Pharmaceuticals Inc.

Healthcare
46
New
$3.14 - $4.53 $144 - $208
46 $0
SWX
Southwest Gas Holdings, Inc.

Utilities
9
+ 7.89%
$67.87 - $79.16 $611 - $712
123 $8K
Core Natural Resources Inc Com Shs
243
New
N/A
243 $0
FUBO
Fubo Tv Inc.

Communication Services
23
+ 4.59%
$1.25 - $1.81 $28.8 - $41.6
524 $0
DOOO
Brp Inc.

Consumer Cyclical
6
+ 9.68%
$47.56 - $59.38 $285 - $356
68 $3K
NNBR
Nn Inc

Industrials
1
New
$3.15 - $4.25 $3.15 - $4.25
1 $0
QTRX
Quanterix Corp

Healthcare
7
New
$9.99 - $15.39 $69.9 - $108
7 $0
APLD
Applied Blockchain, Inc.

Financial Services
14
New
$5.97 - $10.68 $83.6 - $150
14 $0
PEB
Pebblebrook Hotel Trust

Real Estate
42
New
$11.85 - $14.94 $498 - $627
42 $0
LYTS
Lsi Industries Inc

Technology
21
New
$15.88 - $20.86 $333 - $438
21 $0
Virgin Galactic Holdings Inc Com New
4
+ 11.11%
N/A
40 $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
349
+ 274.8%
$25.93 - $105.3 $9.05K - $36.7K
476 $13K
USLM
United States Lime & Minerals Inc

Basic Materials
5
New
$91.63 - $157.45 $458 - $787
5 $0
Two Hbrs Invt Corp Com
79
+ 23.24%
N/A
419 $0
BBW
Build A Bear Workshop Inc

Consumer Cyclical
8
New
$32.66 - $47.94 $261 - $384
8 $0
SRG
Seritage Growth Properties

Real Estate
204
+ 927.27%
$3.9 - $4.63 $796 - $945
226 $0
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
1
+ 1.32%
N/A
77 $4K
EOLS
Evolus, Inc.

Healthcare
13
New
$10.84 - $17.45 $141 - $227
13 $0
PRPL
Purple Innovation, Inc.

Consumer Cyclical
77
New
$0.78 - $1.03 $60.1 - $79.3
77 $0
TRNO
Terreno Realty Corp

Real Estate
4
+ 14.29%
$58.62 - $66.94 $234 - $268
32 $1K
EPP
Ishares Inc

ETFs
6
New
$43.59 - $49.13 $262 - $295
6 $0
RCUS
Arcus Biosciences, Inc.

Healthcare
13
+ 162.5%
$14.28 - $18.44 $186 - $240
21 $0
ACMR
Acm Research, Inc.

Technology
19
New
$14.1 - $23.6 $268 - $448
19 $0
BTBT
Bit Digital, Inc

Financial Services
67
New
$2.93 - $5.52 $196 - $370
67 $0
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
47
New
$3.34 - $5.04 $157 - $237
47 $0
RDVT
Red Violet, Inc.

Technology
2
New
$25.76 - $39.54 $51.5 - $79.1
2 $0
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
0
New
$35.45 - $40.33 $0 - $0
0 $0
COGT
Cogent Biosciences, Inc.

Healthcare
17
New
$7.64 - $12.28 $130 - $209
17 $0
Aegon LTD Amer Reg 1 Cert
18.5K
+ 315.35%
N/A
24.4K $0
ZUO
Zuora Inc

Technology
10
New
$8.37 - $9.98 $83.7 - $99.8
10 $0
EAF
Graftech International LTD

Industrials
5
New
$1.36 - $2.26 $6.8 - $11.3
5 $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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email