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
Orchid Is Cap Inc Com New
495
New
N/A
495 $0
INBK
First Internet Bancorp

Financial Services
5
New
$30.5 - $42.44 $153 - $212
5 $0
Amplify Junior Silver Miners ETF
200
New
N/A
200 $0
VIRC
Virco Mfg Corporation

Consumer Cyclical
15
New
$10.21 - $16.74 $153 - $251
15 $0
HYLS
First Tr Tactical High Yield L

ETFs
1
+ 2.86%
$41.29 - $42.03 $41.3 - $42
36 $1K
ALG
Alamo Group Inc

Industrials
5
New
$168.76 - $202.61 $844 - $1.01K
5 $0
CCBG
Capital City Bank Group Inc

Financial Services
15
New
$33.37 - $39.7 $501 - $596
15 $0
HEAR
Turtle Beach Corp

Technology
2
New
$14.65 - $18.56 $29.3 - $37.1
2 $0
Jacobs Solutions Inc Com
18
+ 0.45%
N/A
4K $0
Ispire Technology Inc Com
10
New
N/A
10 $0
2 X Bitcoin Strategy ETF
143
New
N/A
143 $0
Fidelis Insurance Holdings LTD Com
16
New
N/A
16 $0
Kodiak Gas Svcs Inc Com
7
New
N/A
7 $0
Fs Bancorp Inc Com
6
New
N/A
6 $0
Innovator Premium Income 20 Barrier ETF July
163
New
N/A
163 $0
Apogee Therapeutics Inc Com
11
New
N/A
11 $0
Sharkninja Inc Com Shs
14
+ 66.67%
N/A
35 $0
HNRG
Hallador Energy CO

Energy
1
New
$8.9 - $13.49 $8.9 - $13.5
1 $0
Liberty Media Corp Del Com Lbty Liv S C
27
+ 24.32%
N/A
138 $0
CMCL
Caledonia Mining Corp PLC

Basic Materials
4
New
$9.18 - $16.82 $36.7 - $67.3
4 $0
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
10
New
N/A
10 $0
Avantis Moderate Allocation ETF
36
+ 33.33%
N/A
144 $0
OFG
Ofg Bancorp

Financial Services
15
+ 6.0%
$38.97 - $46.72 $585 - $701
265 $11K
Spyre Therapeutics Inc Com New
8
New
N/A
8 $0
AHH
Armada Hoffler Properties, Inc.

Real Estate
10
+ 5.49%
$10.06 - $11.26 $101 - $113
192 $1K
Dimensional Us Core Equity 1 ETF
15.5K
+ 14.4%
N/A
123K $0
Arm Holdings PLC Sponsored Ads
25
+ 75.76%
N/A
58 $0
Neumora Therapeutics Inc. Com
3
New
N/A
3 $0
Maplebear Inc Com
33
+ 26.4%
N/A
158 $0
Klaviyo Inc Com Ser A
20
New
N/A
20 $0
Dimensional World Equity ETF
7.41K
New
N/A
7.41K $0
Veralto Corp Com Shs
213
+ 25.33%
N/A
1.05K $0
Vestis Corporation Com Shs
37
+ 925.0%
N/A
41 $0
Sovereigns Capital Flourish Fund
59.7K
+ 8.77%
N/A
740K $0
Lazard Inc Com
107
+ 164.62%
N/A
172 $0
CARE
Carter Bankshares, Inc.

Financial Services
26
New
$17.01 - $20.3 $442 - $528
26 $0
Sinclair Inc Cl A
35
+ 18.52%
N/A
224 $0
Ncr Atleos Corporation Com Shs
30
+ 11.36%
N/A
294 $0
ULBI
Ultralife Corp

Industrials
5
New
$7.18 - $9.61 $35.9 - $48.1
5 $0
ATOS
Atossa Therapeutics, Inc.

Healthcare
32
New
$0.94 - $1.62 $30.1 - $51.8
32 $0
Tbg Dividend Focus ETF
2.06K
+ 21.88%
N/A
11.5K $0
NRC
National Research Corp

Healthcare
8
New
$17.07 - $21.78 $137 - $174
8 $0
Dimensional Global Ex Us Core Fixed Income ETF
2.68K
+ 14.58%
N/A
21K $0
Dimensional Global Core Plus Fixed Income ETF
732
New
N/A
732 $0
Dimensional Global Credit ETF
4.59K
+ 22.15%
N/A
25.3K $0
Fidelity Enhanced Large Cap Core ETF
187
New
N/A
187 $0
Fidelity Enhanced Large Cap Growth ETF
269
+ 2.93%
N/A
9.46K $0
Fidelity Enhanced Small Cap ETF
6
+ 0.5%
N/A
1.2K $0
ENTA
Enanta Pharmaceuticals Inc

Healthcare
30
New
$5.75 - $12.99 $173 - $390
30 $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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