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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
147
+ 32.38%
$338.38 - $446.21 $49.7K - $65.6K
601 $261K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.12K
+ 18.24%
$81.68 - $82.93 $91.5K - $92.9K
7.26K $595K
TMUS
T Mobile Us, Inc.

Communication Services
298
+ 24.41%
$206.1 - $246.94 $61.4K - $73.6K
1.52K $335K
EXR
Extra Space Storage Inc.

Real Estate
615
+ 245.02%
$142.35 - $178.32 $87.5K - $110K
866 $129K
CDNS
Cadence Design Systems Inc

Technology
162
+ 13.66%
$249.1 - $324.54 $40.4K - $52.6K
1.35K $405K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.1K
New
$75.59 - $79.31 $83.1K - $87.2K
1.1K $83K
HBAN
Huntington Bancshares Inc

Financial Services
4.67K
+ 97.41%
$14.18 - $18.2 $66.2K - $84.9K
9.46K $153K
CTAS
Cintas Corp

Industrials
500
+ 134.41%
$182.7 - $226.47 $91.4K - $113K
872 $159K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.34K
+ 3.64%
$61.68 - $67.87 $82.9K - $91.2K
38.2K $2.38M
GLW
Corning Inc

Technology
1.56K
+ 48.29%
$44.11 - $49.76 $68.9K - $77.8K
4.8K $228K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.12K
+ 59.06%
$27.8 - $29.05 $86.8K - $90.7K
8.41K $234K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.19K
+ 376.44%
$25.33 - $51.16 $106K - $214K
5.3K $137K
CF
Cf Industries Holdings, Inc.

Basic Materials
932
+ 89.44%
$81.39 - $94.14 $75.9K - $87.7K
1.97K $168K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
793
+ 1201.52%
$97.45 - $121.28 $77.3K - $96.2K
859 $85K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
41
+ 7.43%
$260.53 - $404.79 $10.7K - $16.6K
593 $226K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.46K
New
$31.23 - $33.51 $76.9K - $82.5K
2.46K $77K
HLI
Houlihan Lokey, Inc.

Financial Services
314
+ 21.75%
$158.81 - $190.49 $49.9K - $59.8K
1.76K $305K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.59K
+ 185.35%
$46.28 - $50.23 $73.8K - $80.1K
2.45K $115K
AXON
Axon Enterprise, Inc.

Industrials
34
+ 12.27%
$399.22 - $689.78 $13.6K - $23.5K
311 $184K
CCI
Crown Castle International Corp

Real Estate
1.29K
+ 84.19%
$89.78 - $119.11 $116K - $154K
2.83K $256K
EMR
Emerson Electric CO

Industrials
252
+ 8.68%
$108.13 - $134.33 $27.2K - $33.9K
3.16K $390K
CAG
Conagra Brands Inc.

Consumer Defensive
4.16K
+ 45.47%
$26.48 - $32.72 $110K - $136K
13.3K $369K
ETN
Eaton Corp PLC

Industrials
216
+ 11.75%
$326.96 - $377.52 $70.6K - $81.5K
2.06K $681K
MARA
Marathon Digital Holdings, Inc.

Financial Services
3.15K
+ 2.39%
N/A
135K $3.04M
AMP
Ameriprise Financial Inc

Financial Services
13
+ 1.28%
$473.15 - $574.01 $6.15K - $7.46K
1.03K $549K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
219
+ 20.92%
$229.83 - $258.46 $50.3K - $56.6K
1.27K $312K
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.2K
+ 217.97%
$22.4 - $68.28 $587K - $1.79M
38.2K $885K
APD
Air Products & Chemicals, Inc.

Basic Materials
280
+ 19.93%
$285.5 - $335.62 $79.9K - $94K
1.69K $488K
CHK
Chesapeake Energy Corp

Energy
819
+ 476.16%
$81.46 - $87.57 $66.7K - $71.7K
991 $84K
HIW
Highwoods Properties, Inc.

Real Estate
2.33K
+ 363.65%
$29.37 - $36.37 $68.5K - $84.8K
2.97K $90K
APA
Apa Corp

Energy
3.07K
+ 115.87%
$20.47 - $27.07 $62.8K - $83K
5.71K $132K
PEG
Public Service Enterprise Group Inc

Utilities
881
+ 54.62%
$81.87 - $94.51 $72.1K - $83.3K
2.49K $210K
KNTK
Kinetik Holdings Inc.

Energy
1.18K
New
$45.65 - $61.95 $54K - $73.2K
1.18K $67K
EFV
Msci Eafe Value ETF

ETFs
5.1K
+ 12.74%
$51.78 - $57.15 $264K - $292K
45.2K $2.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.26K
+ 223.32%
$50.37 - $50.6 $63.7K - $64K
1.83K $92K
CB
Chubb LTD

Financial Services
312
+ 16.12%
$271.57 - $301.89 $84.7K - $94.2K
2.25K $621K
NI
Nisource Inc.

Utilities
1.71K
+ 343.06%
$33.74 - $38.25 $57.5K - $65.2K
2.2K $80K
BAX
Baxter International Inc

Healthcare
3.12K
+ 93.73%
$28.63 - $37.84 $89.4K - $118K
6.46K $188K
NTNX
Nutanix, Inc.

Technology
985
+ 408.71%
$56.46 - $73.18 $55.6K - $72.1K
1.23K $75K
KHC
Kraft Heinz CO

Consumer Defensive
3.13K
+ 40.02%
$30.1 - $36.02 $94.1K - $113K
10.9K $335K
GPN
Global Payments Inc

Industrials
221
+ 6.14%
$97.57 - $119.38 $21.6K - $26.4K
3.82K $428K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.77K
+ 4.77%
$49.84 - $59.6 $88K - $105K
38.8K $2.06M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
637
New
$91.39 - $113.27 $58.2K - $72.2K
637 $60K
IDXX
Idexx Laboratories Inc

Healthcare
201
+ 79.76%
$406.92 - $495.42 $81.8K - $99.6K
453 $187K
CL
Colgate Palmolive CO

Consumer Defensive
1.18K
+ 31.91%
$90.22 - $102.31 $106K - $120K
4.87K $442K
ALGN
Align Technology Inc

Healthcare
335
+ 148.89%
$205.03 - $245.32 $68.7K - $82.2K
560 $116K
FIVE
Five Below, Inc

Consumer Cyclical
558
+ 2936.84%
$83.0 - $115.97 $46.3K - $64.7K
577 $60K
AOK
Ishares Tr Core Conservative A

ETFs
1.58K
New
$37.3 - $38.64 $58.7K - $60.9K
1.58K $58K
GRMN
Garmin LTD

Technology
147
+ 16.48%
$161.91 - $220.77 $23.8K - $32.5K
1.04K $214K
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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