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
Tevogen Bio Hldgs Inc Com
1
New
N/A
1 $0
Southland Hldgs Inc Com
34
New
N/A
34 $0
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
25
New
$3.73 - $6.99 $93.3 - $175
25 $0
CODI
Compass Diversified Holdings

Industrials
19
New
$20.56 - $24.27 $391 - $461
19 $0
BRCC
Brc Inc.

Consumer Defensive
35
New
$2.82 - $3.5 $98.7 - $123
35 $0
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
3
New
$25.99 - $33.52 $78 - $101
3 $0
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
1
New
$37.86 - $39.07 $37.9 - $39.1
1 $0
SDRL
Seadrill Limited

Energy
35
New
N/A
35 $0
BBUC
Brookfield Business Corp

Financial Services
7
New
$23.19 - $27.82 $162 - $195
7 $0
Critical Metals Corp Pubco Ord Shs
21
New
N/A
21 $0
EMLP
First Tr Exchange Traded Iv

ETFs
0
New
$33.69 - $38.24 $0 - $0
0 $0
MATX
Matson, Inc.

Industrials
5
+ 4.63%
$131.18 - $167.37 $656 - $837
113 $15K
WSBC
Wesbanco Inc

Financial Services
22
New
$28.7 - $36.45 $631 - $802
22 $0
MURF
Murphy Canyon Acquisition Corp.

Financial Services
3.41K
New
N/A
3.41K $0
EVEX
Eve Holding, Inc.

Industrials
41
New
$2.63 - $5.59 $108 - $229
41 $0
GBTG
Global Business Travel Group, Inc.

Technology
55
New
$7.37 - $9.56 $405 - $526
55 $0
SYM
Symbotic Inc.

Financial Services
33
New
$22.73 - $38.78 $750 - $1.28K
33 $0
ALEX
Alexander & Baldwin, Inc.

Real Estate
46
New
$17.4 - $19.87 $800 - $914
46 $0
ANIP
Ani Pharmaceuticals Inc

Healthcare
7
New
$53.35 - $61.74 $373 - $432
7 $0
IE
Ivanhoe Electric Inc.

Basic Materials
20
New
$6.91 - $11.21 $138 - $224
20 $0
PROK
Prokidney Corp Ord Shs Cl A(Cy

Healthcare
37
New
$1.46 - $2.15 $54 - $79.6
37 $0
Healthcare Rlty Tr Cl A Com
9.5K
+ 327.61%
N/A
12.4K $0
HTBK
Heritage Commerce Corp

Financial Services
31
New
$9.37 - $10.97 $290 - $340
31 $0
QBTS
D Wave Quantum Inc.

Technology
4
New
$0.89 - $9.91 $3.56 - $39.6
4 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
470
+ 15.35%
N/A
3.53K $0
GCT
Giga Cloud Technology Inc.

Technology
5
New
N/A
5 $0
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
1
+ 0.4%
$34.1 - $36.82 $34.1 - $36.8
254 $8K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
3
+ 0.54%
$32.51 - $34.98 $97.5 - $105
557 $18K
SRDX
Surmodics Inc

Healthcare
5
New
$37.5 - $40.13 $188 - $201
5 $0
Encore Energy Corp Com New
104
New
N/A
104 $0
HY
Hyster Yale Materials Handling, Inc.

Industrials
5
New
$49.77 - $68.77 $249 - $344
5 $0
OAEM
Unified Ser Tr Oneascent Emerg
433
New
N/A
433 $0
LVWR
Live Wire Group, Inc.

Consumer Cyclical
10
New
N/A
10 $0
Biohaven LTD Com
41
New
N/A
41 $0
AXGN
Axogen, Inc.

Healthcare
5
New
$12.47 - $17.19 $62.4 - $86
5 $0
Xperi Inc Common Stock
22
New
N/A
22 $0
STEL
Stellar Bancorp Inc
12
New
N/A
12 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
126
+ 0.5%
N/A
25.3K $0
OABI
Omniab Inc Com
60
New
N/A
60 $0
CGMU
Capital Group Core Plus Income
4.51K
+ 19.16%
N/A
28K $0
Asp Isotopes Inc Com
12
New
N/A
12 $0
Canadian Pacific Kansas City Com
47
+ 10.02%
N/A
516 $0
GRND
Grindr Inc Com
6
New
N/A
6 $0
Flagstar Financial Inc Com New
13
+ 14.44%
N/A
103 $0
Ats Corporation Com
17
New
N/A
17 $0
DRS
Leonardo Drs, Inc.
73
New
N/A
73 $0
F&G Annuities & Life Inc Common Stock
22
+ 5.0%
N/A
462 $0
Dimensional Global Real Estate ETF
38.5K
+ 198.27%
N/A
58K $0
Dimensional Us Large Cap Value ETF
2.78K
+ 234.77%
N/A
3.97K $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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