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
VUSB
Vanguard Bd Index Fds
24.2K
New
N/A
24.2K $0
LCTD
Blackrock ETF World Ex Us Carb
343
+ 7.41%
N/A
4.97K $0
KRT
Karat Packaging Inc.

Consumer Cyclical
8
New
$25.22 - $32.44 $202 - $260
8 $0
AGL
Agilon Health, Inc.

Healthcare
137
New
$1.57 - $3.67 $215 - $503
137 $0
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
115
New
$5.7 - $8.27 $656 - $951
115 $0
AKYA
Akoya Biosciences, Inc.

Healthcare
22
New
$2.07 - $3.24 $45.5 - $71.3
22 $0
CTLP
Cantaloupe, Inc.

Technology
24
New
$7.78 - $10.33 $187 - $248
24 $0
Ginkgo Bioworks Holdings Inc Cl A New
6
New
N/A
6 $0
SKYT
Sky Water Technology, Inc

Technology
22
New
$7.9 - $16.06 $174 - $353
22 $0
TMCI
Treace Medical Concepts, Inc.

Healthcare
4
New
$4.66 - $8.78 $18.6 - $35.1
4 $0
BTMD
Biote Corp.

Healthcare
21
New
$5.04 - $6.93 $106 - $146
21 $0
HOWL
Werewolf Therapeutics, Inc.

Healthcare
33
New
$1.48 - $3.63 $48.8 - $120
33 $0
VAL
Valaris LTD

Energy
98
+ 29.61%
$40.92 - $56.38 $4.01K - $5.53K
429 $18K
FSBC
Five Star Bancorp

Financial Services
5
New
$28.1 - $33.55 $141 - $168
5 $0
PAY
Paymentus Holdings, Inc.

Technology
2
New
$19.82 - $38.35 $39.6 - $76.7
2 $0
ZIP
Ziprecruiter, Inc.

Industrials
26
New
$7.07 - $11.1 $184 - $289
26 $0
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
13
New
$12.46 - $16.39 $162 - $213
13 $0
REAX
Real Brokerage Inc

Real Estate
10
New
$4.6 - $6.5 $46 - $65
10 $0
JBI
Janus International Group, Inc.

Industrials
50
New
$7.02 - $10.41 $351 - $521
50 $0
MQ
Marqeta, Inc.

Technology
107
New
$3.42 - $5.95 $366 - $637
107 $0
NAUT
Nautilus Biotechnology, Inc.

Healthcare
100
New
$1.67 - $2.96 $167 - $296
100 $0
LFST
Life Stance Health Group, Inc.

Healthcare
11
+ 9.73%
$6.67 - $7.75 $73.4 - $85.3
124 $0
TASK
Task Us, Inc.

Technology
6
New
$11.64 - $18.94 $69.8 - $114
6 $0
QSI
Quantum Si Inc

Healthcare
26
New
$0.63 - $3.6 $16.4 - $93.6
26 $0
INDI
Indie Semiconductor, Inc.

Technology
8
New
$3.31 - $5.48 $26.5 - $43.8
8 $0
JANX
Janux Therapeutics, Inc.

Healthcare
8
New
$40.18 - $66.83 $321 - $535
8 $0
VERV
Verve Therapeutics, Inc.

Healthcare
92
New
$4.5 - $7.19 $414 - $661
92 $0
MYPS
Playstudios, Inc.

Communication Services
19
New
$1.33 - $2.23 $25.3 - $42.4
19 $0
CXM
Sprinklr, Inc.

Technology
92
New
$6.98 - $9.42 $642 - $867
92 $0
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
4
New
$4.8 - $10.36 $19.2 - $41.4
4 $0
PWP
Perella Weinberg Partners

Financial Services
41
New
$19.44 - $25.98 $797 - $1.07K
41 $0
IAS
Integral Ad Science Holding Corp.

Communication Services
34
New
$10.1 - $12.72 $343 - $432
34 $0
LZ
Legalzoom.Com, Inc.

Industrials
45
New
$6.33 - $9.22 $285 - $415
45 $0
NWPX
Northwest Pipe CO

Industrials
10
New
$43.06 - $57.6 $431 - $576
10 $0
DNUT
Krispy Kreme, Inc.

Consumer Defensive
5
New
$9.46 - $12.42 $47.3 - $62.1
5 $0
CURV
Torrid Holdings Inc.

Consumer Cyclical
15
New
$3.18 - $5.32 $47.7 - $79.8
15 $0
EVGO
E Vgo Inc.

Consumer Cyclical
34
New
$3.84 - $8.92 $131 - $303
34 $0
Alerus Finl Corp Com
4
New
N/A
4 $0
ALCC
Alt C Acquisition Corp.

Financial Services
26
New
N/A
26 $0
HLMN
Hillman Solutions Corp.

Industrials
96
New
$9.66 - $11.54 $927 - $1.11K
96 $0
SGHT
Sight Sciences, Inc.

Healthcare
19
New
$3.36 - $6.18 $63.8 - $117
19 $0
ERAS
Erasca, Inc.

Healthcare
6
New
$2.44 - $3.23 $14.6 - $19.4
6 $0
QCRH
Qcr Holdings Inc

Financial Services
9
+ 900.0%
$72.35 - $93.84 $651 - $845
10 $0
OPFI
Opp Fi Inc.

Technology
2
New
$4.47 - $8.33 $8.94 - $16.7
2 $0
KLTR
Kaltura Inc

Technology
10
New
$1.25 - $2.38 $12.5 - $23.8
10 $0
LAW
Cs Disco, Inc.

Technology
28
New
$4.98 - $6.53 $139 - $183
28 $0
CTKB
Cytek Biosciences, Inc.

Healthcare
85
New
$4.7 - $7.4 $400 - $629
85 $0
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
4
New
$11.87 - $16.4 $47.5 - $65.6
4 $0
OB
Outbrain Inc.

Communication Services
3
New
$4.27 - $7.6 $12.8 - $22.8
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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