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
CSGP
Costar Group, Inc.

Real Estate
2.39K
+ 723.33%
$69.7 - $81.97 $166K - $196K
2.72K $194K
EFG
Msci Eafe Growth ETF

ETFs
2.5K
+ 36.23%
$96.83 - $106.88 $242K - $267K
9.4K $909K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
457
+ 3046.67%
$340.59 - $380.5 $156K - $174K
472 $172K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.15K
New
$23.29 - $23.93 $166K - $171K
7.15K $167K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
905
New
$170.03 - $192.78 $154K - $174K
905 $167K
IEMG
Ishares Inc

ETFs
3.1K
+ 33.39%
N/A
12.4K $663K
PH
Parker Hannifin Corp

Industrials
258
+ 60.56%
$621.74 - $709.46 $160K - $183K
684 $435K
XLI
Industrial Sector Spdr

ETFs
1.25K
New
$131.76 - $143.99 $164K - $180K
1.25K $164K
XLY
Select Sector Spdr Consumer Di

ETFs
660
+ 111.3%
$194.8 - $239.43 $129K - $158K
1.25K $281K
AJG
Arthur J. Gallagher & Co.

Financial Services
554
+ 35.47%
$278.49 - $315.16 $154K - $175K
2.12K $600K
HTAB
Hartford Fds Exchange Traded

ETFs
8.82K
+ 35.23%
$19.26 - $19.88 $170K - $175K
33.9K $655K
TIGR
Up Fintech Holding LTD

Financial Services
24.6K
New
$5.5 - $12.39 $135K - $305K
24.6K $158K
IXUS
Ishares Tr

ETFs
2.7K
+ 83.32%
$65.95 - $72.56 $178K - $196K
5.94K $392K
USB
Us Bancorp \De\

Financial Services
3.06K
+ 71.81%
$43.98 - $53.66 $135K - $164K
7.32K $350K
UAL
United Airlines Holdings, Inc.

Industrials
135
+ 3.78%
$55.62 - $102.44 $7.51K - $13.8K
3.7K $359K
TJX
Tjx Companies Inc

Consumer Cyclical
759
+ 3.87%
$112.15 - $127.2 $85.1K - $96.5K
20.4K $2.46M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.8K
+ 14.01%
$115.08 - $119.55 $207K - $215K
14.6K $1.69M
ING
Ing Groep Nv

Financial Services
10.3K
+ 280.17%
$15.1 - $17.73 $156K - $183K
14K $219K
TM
Toyota Motor Corp

Consumer Cyclical
695
+ 72.47%
$169.2 - $199.52 $118K - $139K
1.65K $321K
TT
Trane Technologies PLC

Industrials
459
+ 39.57%
$369.35 - $419.14 $170K - $192K
1.62K $597K
LPLA
Lpl Financial Holdings Inc.

Financial Services
11
+ 0.72%
$229.85 - $335.91 $2.53K - $3.7K
1.54K $503K
REXR
Rexford Industrial Realty, Inc.

Real Estate
4.09K
+ 441.21%
$37.97 - $49.45 $155K - $202K
5.02K $193K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
711
+ 1061.19%
$201.32 - $217.44 $143K - $155K
778 $160K
JWN
Nordstrom Inc

Consumer Cyclical
6K
+ 2021.21%
$21.42 - $24.9 $129K - $149K
6.3K $152K
TCOM
Trip.Com Group LTD

Consumer Cyclical
2.05K
+ 546.79%
$58.0 - $75.06 $119K - $153K
2.42K $166K
INFY
Infosys LTD

Technology
6.46K
+ 148.53%
$20.71 - $23.42 $134K - $151K
10.8K $236K
INVH
Invitation Homes Inc.

Real Estate
4.34K
+ 3772.17%
$31.4 - $34.69 $136K - $150K
4.45K $142K
UNH
Unitedhealth Group Inc

Healthcare
719
+ 24.9%
$485.52 - $625.25 $349K - $450K
3.61K $1.82M
CHKP
Check Point Software Technologies LTD

Technology
737
+ 209.97%
$170.18 - $209.01 $125K - $154K
1.09K $203K
VZ
Verizon Communications Inc

Communication Services
5.39K
+ 33.01%
$39.6 - $45.21 $213K - $244K
21.7K $868K
KT
Kt Corp

Communication Services
8.63K
+ 177.84%
$14.79 - $18.29 $128K - $158K
13.5K $209K
COF
Capital One Financial Corp

Financial Services
503
+ 31.94%
$145.19 - $192.01 $73K - $96.6K
2.08K $370K
MEDP
Medpace Holdings, Inc.

Healthcare
405
+ 1125.0%
$308.93 - $363.58 $125K - $147K
441 $146K
BRX
Brixmor Property Group Inc.

Real Estate
5.86K
+ 10846.3%
N/A
5.91K $134K
AMH
American Homes 4 Rent

Real Estate
8.37K
+ 4.46%
$35.02 - $39.25 $293K - $329K
196K $7.34M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.34K
New
$98.47 - $109.35 $132K - $146K
1.34K $131K
TROW
Price T Rowe Group Inc

Financial Services
1.15K
+ 284.83%
$106.48 - $124.69 $122K - $143K
1.55K $174K
NDAQ
Nasdaq, Inc.

Financial Services
1.56K
+ 72.85%
$70.87 - $83.05 $111K - $130K
3.71K $286K
SLV
I Shares Silver Trust

ETFs
7.16K
+ 25.32%
$26.33 - $31.74 $188K - $227K
35.4K $932K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.25K
+ 143.17%
$101.77 - $113.02 $127K - $141K
2.12K $223K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
744
+ 268.59%
$131.85 - $172.52 $98.1K - $128K
1.02K $167K
OKE
Oneok Inc

Energy
967
+ 30.86%
$92.28 - $117.05 $89.2K - $113K
4.1K $411K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
188
+ 12.31%
$173.13 - $258.09 $32.5K - $48.5K
1.72K $395K
CPB
Campbell Soup CO

Consumer Defensive
3.06K
+ 635.76%
$41.42 - $48.71 $127K - $149K
3.54K $148K
IEF
Ishares Barclays

ETFs
1.35K
+ 1409.38%
$92.08 - $98.18 $125K - $133K
1.45K $133K
AMT
American Tower Corp

Real Estate
939
+ 92.6%
$179.4 - $232.01 $168K - $218K
1.95K $358K
COLD
Americold Realty Trust

Real Estate
5.72K
+ 3946.9%
$21.03 - $27.78 $120K - $159K
5.87K $125K
ISRG
Intuitive Surgical Inc

Healthcare
170
+ 16.35%
$471.27 - $550.62 $80.1K - $93.6K
1.21K $631K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.54K
+ 15.21%
$55.73 - $66.16 $85.9K - $102K
11.7K $704K
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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