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
PLD
Prologis, Inc.

Real Estate
2.26K
+ 228.92%
$101.4 - $126.96 $230K - $287K
3.25K $343K
SCHO
Schwab Short Term Us Treasury

ETFs
30.6K
+ 146.58%
$24.06 - $48.88 $737K - $1.5M
51.5K $1.24M
AVB
Avalonbay Communities Inc

Real Estate
1K
+ 132.58%
$216.28 - $237.81 $216K - $238K
1.76K $386K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
25.1K
+ 96.52%
$9.25 - $10.62 $232K - $266K
51K $495K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.27K
+ 8.77%
$38.17 - $42.95 $201K - $226K
65.4K $2.55M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.9K
+ 6.24%
$45.17 - $47.23 $628K - $656K
237K $10.7M
RMBS
Rambus Inc

Technology
3.98K
+ 3400.0%
$40.13 - $59.14 $160K - $235K
4.1K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
1.11K
+ 135.19%
$208.94 - $264.22 $233K - $294K
1.94K $407K
NOW
Service Now, Inc.

Technology
39
+ 3.87%
$867.18 - $1148.42 $33.8K - $44.8K
1.05K $1.11M
RELX
Relx PLC

Communication Services
4.82K
+ 83.33%
$44.45 - $48.63 $214K - $235K
10.6K $482K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
14K
+ 608.86%
$12.27 - $15.41 $172K - $216K
16.3K $236K
PFN
Pimco Income Strategy Fund Ii

Financial Services
46.6K
+ 5.63%
$7.33 - $7.72 $342K - $360K
874K $6.51M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.85K
+ 666.91%
$87.56 - $119.8 $162K - $222K
2.13K $233K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
474
+ 37.12%
$417.69 - $450.94 $198K - $214K
1.75K $745K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.52K
+ 15.92%
$80.13 - $83.77 $282K - $295K
25.6K $2.06M
BKNG
Booking Holdings Inc.

Consumer Cyclical
24
+ 21.62%
$4100.99 - $5300.34 $98.4K - $127K
135 $670K
SBAC
Sba Communications Corp

Real Estate
1K
+ 1101.1%
$198.24 - $249.31 $199K - $250K
1.09K $222K
SE
Sea LTD

Consumer Cyclical
1.77K
+ 177.93%
$93.56 - $117.41 $166K - $208K
2.77K $294K
ERIC
Ericsson Lm Telephone CO

Technology
24.5K
+ 329.42%
$7.36 - $8.59 $181K - $211K
32K $257K
AXP
American Express CO

Financial Services
402
+ 12.71%
$267.35 - $305.57 $107K - $123K
3.57K $1.06M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.4K
+ 65.44%
$176.4 - $231.84 $247K - $325K
3.55K $625K
JBL
Jabil Inc

Technology
138
+ 1.84%
$118.97 - $147.77 $16.4K - $20.4K
7.62K $1.1M
WU
Western Union CO

Financial Services
18.8K
+ 2188.14%
$10.52 - $11.94 $198K - $225K
19.7K $208K
AZO
Autozone Inc

Consumer Cyclical
17
+ 0.62%
$2981.19 - $3370.27 $50.7K - $57.3K
2.76K $8.84M
SSO
Proshares Ultra S&P 500

ETFs
2.1K
+ 288.58%
$87.92 - $99.73 $184K - $209K
2.83K $261K
WELL
Welltower Inc.

Real Estate
1.58K
+ 72.95%
$123.11 - $139.3 $195K - $221K
3.75K $472K
FAST
Fastenal CO

Industrials
2.7K
+ 134.48%
$69.99 - $84.35 $189K - $228K
4.71K $338K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.26K
New
$154.42 - $163.91 $194K - $206K
1.26K $194K
ROL
Rollins Inc

Consumer Cyclical
4.94K
+ 59.45%
$46.35 - $51.59 $229K - $255K
13.2K $613K
FLMI
Franklin Dynamic Municipal Bon

ETFs
7.86K
New
$24.42 - $25.06 $192K - $197K
7.86K $192K
ADI
Analog Devices Inc

Technology
1.04K
+ 62.18%
$206.35 - $236.48 $215K - $247K
2.72K $578K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
8.54K
+ 1371.11%
$16.43 - $22.77 $140K - $195K
9.17K $201K
IBM
International Business Machines Corp

Technology
872
+ 32.73%
$204.9 - $238.04 $179K - $208K
3.54K $777K
HMY
Harmony Gold Mining CO LTD

Basic Materials
23.2K
+ 1894.93%
$8.14 - $12.23 $188K - $283K
24.4K $200K
DECK
Deckers Outdoor Corp

Consumer Cyclical
343
+ 12.64%
$152.04 - $211.12 $52.1K - $72.4K
3.06K $620K
SUI
Sun Communities Inc

Real Estate
1.53K
+ 1776.74%
$119.89 - $139.05 $183K - $212K
1.61K $198K
BIIB
Biogen Inc.

Healthcare
1.26K
+ 662.11%
$146.47 - $191.55 $184K - $241K
1.45K $221K
GE
General Electric CO

Industrials
1.9K
+ 31.58%
$159.95 - $194.23 $304K - $369K
7.91K $1.32M
VEEV
Veeva Systems Inc

Healthcare
862
+ 316.91%
$201.81 - $250.45 $174K - $216K
1.13K $238K
SNOW
Snowflake Inc.

Technology
21
+ 0.47%
$109.65 - $186.51 $2.3K - $3.92K
4.47K $690K
WST
West Pharmaceutical Services Inc

Healthcare
537
+ 547.96%
$285.69 - $344.0 $153K - $185K
635 $208K
FTNT
Fortinet, Inc.

Technology
1.76K
+ 243.02%
$76.49 - $99.21 $134K - $174K
2.48K $234K
NNN
National Retail Properties, Inc.

Real Estate
4.45K
+ 882.74%
$39.77 - $49.34 $177K - $220K
4.95K $202K
IWB
Ishares Tr Russell 1000 ETF

ETFs
533
+ 101.72%
$311.11 - $335.64 $166K - $179K
1.06K $340K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.08K
+ 4075.0%
$42.32 - $55.35 $172K - $226K
4.18K $178K
GLOB
Globant S.A.

Technology
808
+ 3513.04%
$193.45 - $236.83 $156K - $191K
831 $178K
VRSK
Verisk Analytics, Inc.

Industrials
615
+ 121.06%
$262.86 - $294.75 $162K - $181K
1.12K $309K
XLC
Select Sector Spdr Tr Communic

ETFs
1.76K
+ 458.59%
$89.66 - $102.16 $158K - $180K
2.15K $207K
KMX
Carmax Inc

Consumer Cyclical
2K
+ 107.01%
$71.11 - $87.2 $142K - $174K
3.87K $316K
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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