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
Worthington Stl Inc Com Shs
8
New
N/A
8 $0
Hut 8 Corp Com
13
New
N/A
13 $0
Diana Shipping Inc Wt Exp 121426
116
New
N/A
116 $0
BFOR
Alps ETF Tr Barrons 400 ETF
128
New
N/A
128 $0
COTY
Coty Inc.

Consumer Defensive
264
+ 38.65%
$6.92 - $9.36 $1.83K - $2.47K
947 $6K
SMLR
Semler Scientific, Inc.

Healthcare
1
New
$22.48 - $74.73 $22.5 - $74.7
1 $0
SEMR
Se Mrush Holdings, Inc.

Technology
27
New
$11.84 - $15.24 $320 - $411
27 $0
Arcadium Lithium PLC Com Shs
429
+ 22.03%
N/A
2.38K $0
Fidelity Wise Origin Bitcoin Fund
13.8K
+ 4.37%
N/A
329K $0
Ark 21 Shares Bitcoin ETF Ben Of Int
4.15K
+ 1058.67%
N/A
4.54K $0
Vaneck Bitcoin ETF
55
+ 55.0%
N/A
155 $0
FTSL
First Trust Senior Ln Fund

ETFs
0
New
$45.9 - $46.48 $0 - $0
0 $0
Core Scientific Inc New Com
91
+ 185.71%
N/A
140 $0
CYTK
Cytokinetics Inc

Healthcare
13
+ 34.21%
$46.36 - $58.62 $603 - $762
51 $2K
ESPR
Esperion Therapeutics, Inc.

Healthcare
157
New
$1.61 - $3.83 $253 - $601
157 $0
Cg Oncology Inc Com
6
New
N/A
6 $0
LEU
Centrus Energy Corp

Energy
3
New
$55.8 - $109.53 $167 - $329
3 $0
Vanguard Intermediate Term Tax Exempt Bond ETF
9.13K
New
N/A
9.13K $0
American Healthcare Reit Inc Com Shs
12.9K
+ 9.45%
N/A
149K $0
Solidion Technology Inc Com
137
New
N/A
137 $0
Sable Offshore Corp Com Shs
7
New
N/A
7 $0
Solarmax Technology Inc Com Shs
6
New
N/A
6 $0
WETF
Wisdom Tree Investments, Inc.

Financial Services
96
New
N/A
96 $0
SCVL
Shoe Carnival Inc

Consumer Cyclical
7
New
$32.69 - $41.93 $229 - $294
7 $0
Astera Labs Inc Com
103
+ 858.33%
N/A
115 $0
Reddit Inc Cl A
171
New
N/A
171 $0
Q32 Bio Inc Com
2
New
N/A
2 $0
Inspire 500 ETF
33
New
N/A
33 $0
Solventum Corp Com Shs
223
+ 48.06%
N/A
687 $0
Ge Vernova Inc Com
745
+ 57.93%
N/A
2.03K $0
Proshares Ultra Bitcoin ETF
6.8K
New
N/A
6.8K $0
Contineum Therapeutics Inc Cl A
3
New
N/A
3 $0
HEIA
Heico Crp Cl A
40
+ 47.06%
N/A
125 $0
PGEN
Precigen, Inc.

Healthcare
755
New
$0.67 - $1.12 $506 - $846
755 $0
Expro Group Holdings Nv Com
139
+ 20.41%
N/A
820 $0
MPX
Marine Products Corp

Consumer Cyclical
24
New
$8.99 - $10.21 $216 - $245
24 $0
Ibotta Inc Class A Com Shs
3
New
N/A
3 $0
Centuri Holdings Inc Com Shs
20
New
N/A
20 $0
FNDA
Schwab Fundamental U S Small C

ETFs
565
+ 100.0%
$29.26 - $59.11 $16.5K - $33.4K
1.13K $33K
Viking Holdings LTD Ord Shs
413
+ 635.38%
N/A
478 $0
FNDX
Schwab Fundamental U S Large C

ETFs
200
+ 200.0%
$23.49 - $71.77 $4.7K - $14.4K
300 $7K
Ft Energy Income Partners Enhanced Income ETF
1.19K
New
N/A
1.19K $0
Nano Nuclear Energy Inc Com
15
New
N/A
15 $0
Veren Inc Com New
2.66K
+ 80.55%
N/A
5.95K $0
Bowhead Specialty Hldgs Inc Com Shs
44
New
N/A
44 $0
CVLT
Commvault Systems Inc

Technology
4
+ 6.67%
$132.26 - $177.6 $529 - $710
64 $9K
Life360 Inc Com
18
New
N/A
18 $0
Mackenzie Rlty Cap Inc Com
21.4K
New
N/A
21.4K $0
Waystar Hldg Corp Com
13
New
N/A
13 $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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