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
TSCO
Tractor Supply CO

Consumer Cyclical
7.23K
+ 416.47%
$52.59 - $303.74 $380K - $2.2M
8.97K $475K
MCD
Mcdonalds Corp

Consumer Cyclical
308
+ 3.62%
$288.47 - $316.54 $88.8K - $97.5K
8.82K $2.56M
XLV
Select Sector Spdr Fund Health

ETFs
365
+ 6.98%
$136.28 - $154.74 $49.7K - $56.5K
5.59K $769K
STZ
Constellation Brands, Inc.

Consumer Defensive
169
+ 8.26%
$219.66 - $257.62 $37.1K - $43.5K
2.22K $489K
THO
Thor Industries Inc

Consumer Cyclical
8
+ 0.3%
$94.35 - $115.54 $755 - $924
2.71K $258K
KBH
Kb Home

Consumer Cyclical
5
+ 0.25%
$65.58 - $85.3 $328 - $427
2K $131K
QCOM
Qualcomm Inc

Technology
485
+ 6.91%
$150.4 - $178.04 $72.9K - $86.3K
7.51K $1.15M
FNDF
Schwab Fundamental Intl Large

ETFs
366
+ 2.91%
$32.92 - $37.15 $12K - $13.6K
12.9K $429K
POOL
Pool Corp

Industrials
19
+ 1.31%
$339.32 - $390.03 $6.45K - $7.41K
1.46K $499K
HCA
Hca Healthcare, Inc.

Healthcare
31
+ 5.98%
$297.52 - $415.61 $9.22K - $12.9K
549 $164K
VLO
Valero Energy Corp

Energy
210
+ 3.45%
$118.59 - $144.02 $24.9K - $30.2K
6.3K $771K
HAL
Halliburton CO

Energy
573
+ 1.59%
$25.77 - $31.99 $14.8K - $18.3K
36.6K $995K
PSX
Phillips 66

Energy
239
+ 5.09%
$110.35 - $138.93 $26.4K - $33.2K
4.93K $562K
IWD
Ishares Russell 1000 Val ETF

ETFs
211
+ 1.04%
$183.23 - $199.79 $38.7K - $42.2K
20.6K $3.81M
NEE
Nextera Energy Inc

Utilities
702
+ 8.39%
$69.77 - $85.43 $49K - $60K
9.07K $650K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
19
+ 0.18%
$67.29 - $73.38 $1.28K - $1.39K
10.7K $723K
SMG
Scotts Miracle Gro CO

Basic Materials
65
+ 2.12%
$65.14 - $93.47 $4.23K - $6.08K
3.13K $207K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
14
+ 0.06%
$33.43 - $36.52 $468 - $511
21.6K $729K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
20
+ 0.93%
$104.0 - $138.19 $2.08K - $2.76K
2.17K $240K
GD
General Dynamics Corp

Industrials
125
+ 4.89%
$260.28 - $314.03 $32.5K - $39.3K
2.68K $705K
AVDV
American Centy ETF Tr Avantis

ETFs
2.54K
+ 6.06%
$63.85 - $70.4 $162K - $179K
44.4K $2.89M
PFE
Pfizer Inc

Healthcare
500
+ 1.43%
$24.8 - $30.19 $12.4K - $15.1K
35.4K $940K
EXPO
Exponent Inc

Industrials
22
+ 0.76%
$88.94 - $114.63 $1.96K - $2.52K
2.91K $258K
NDSN
Nordson Corp

Industrials
38
+ 2.45%
$208.83 - $264.36 $7.94K - $10K
1.59K $332K
CEG
Constellation Energy Corp

Utilities
163
+ 5.01%
$224.28 - $285.52 $36.6K - $46.5K
3.42K $768K
DVN
Devon Energy Corp

Energy
721
+ 4.18%
$30.52 - $42.96 $22K - $31K
18K $587K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.17K
+ 2.87%
$43.84 - $48.76 $95.3K - $106K
78K $3.43M
MPC
Marathon Petroleum Corp

Energy
545
+ 7.51%
$131.65 - $174.84 $71.7K - $95.3K
7.8K $1.09M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
351
+ 7.79%
$18.41 - $40.87 $6.46K - $14.3K
4.85K $89K
PEP
Pepsico Inc

Consumer Defensive
431
+ 4.78%
$151.29 - $176.1 $65.2K - $75.9K
9.45K $1.44M
CMCSA
Comcast Corp

Communication Services
843
+ 2.79%
$37.39 - $45.14 $31.5K - $38.1K
31.1K $1.17M
CLH
Clean Harbors Inc

Industrials
72
+ 0.72%
$228.61 - $263.39 $16.5K - $19K
10.1K $2.33M
OLED
Universal Display Corp Pa

Technology
14
+ 0.87%
$146.2 - $213.81 $2.05K - $2.99K
1.62K $236K
TPHD
Timothy Plan High Divid Stk Et

ETFs
962
+ 0.94%
$35.89 - $39.51 $34.5K - $38K
103K $3.75M
LKQ
Lkq Corp

Consumer Cyclical
4.52K
+ 5.23%
$36.0 - $39.99 $163K - $181K
91.1K $3.35M
KO
Coca Cola CO

Consumer Defensive
677
+ 4.37%
$61.74 - $71.71 $41.8K - $48.5K
16.2K $1.01M
LEN
Lennar Corp

Consumer Cyclical
17
+ 0.78%
$136.2 - $188.96 $2.32K - $3.21K
2.21K $300K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
8.72K
+ 8.32%
$68.25 - $75.42 $595K - $658K
114K $7.77M
MPWR
Monolithic Power Systems Inc

Technology
4
+ 1.09%
$560.06 - $942.58 $2.24K - $3.77K
370 $218K
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.06K
+ 69.2%
$25.74 - $53.78 $233K - $487K
22.2K $572K
EXPD
Expeditors International Of Washington Inc

Industrials
125
+ 1.71%
$110.5 - $128.26 $13.8K - $16K
7.44K $823K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
441
+ 1.52%
$55.45 - $61.08 $24.5K - $26.9K
29.5K $1.63M
WPC
W. P. Carey Inc.

Real Estate
570
+ 2.41%
$53.44 - $61.33 $30.5K - $35K
24.2K $1.32M
SO
Southern CO

Utilities
550
+ 2.04%
$81.5 - $94.15 $44.8K - $51.8K
27.5K $2.26M
XOM
Exxon Mobil Corp

Energy
1.12K
+ 3.64%
$105.51 - $125.37 $118K - $140K
31.7K $3.41M
HD
Home Depot, Inc.

Consumer Cyclical
607
+ 2.07%
$385.02 - $431.37 $234K - $262K
29.9K $11.6M
LLY
Eli Lilly & CO

Healthcare
248
+ 6.53%
$727.2 - $932.06 $180K - $231K
4.04K $3.12M
CVS
Cvs Health Corp

Healthcare
490
+ 3.1%
$43.78 - $67.46 $21.5K - $33.1K
16.3K $732K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.24K
+ 28.31%
$24.19 - $50.58 $102K - $214K
19.2K $466K
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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