Ever Source Wealth Advisors, LLC Purchases in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FOR
Forestar Group Inc.

Real Estate
649
+ 12.22%
$28.23 - $36.91 $18.3K - $24K
5.96K $192K
KMI
Kinder Morgan, Inc.

Energy
69
+ 0.73%
$19.72 - $22.22 $1.36K - $1.53K
9.57K $211K
A
Agilent Technologies, Inc.

Healthcare
56
+ 7.41%
$125.42 - $148.48 $7.02K - $8.31K
812 $120K
CBT
Cabot Corp

Basic Materials
114
+ 24.0%
$86.96 - $111.73 $9.91K - $12.7K
589 $65K
ECL
Ecolab Inc.

Basic Materials
50
+ 9.04%
$228.86 - $255.76 $11.4K - $12.8K
603 $153K
EA
Electronic Arts Inc.

Communication Services
119
+ 8.59%
$137.32 - $151.82 $16.3K - $18.1K
1.51K $215K
JXN
Jackson Financial Inc.

Financial Services
157
+ 35.84%
$69.1 - $91.97 $10.8K - $14.4K
595 $54K
RELX
Relx PLC

Communication Services
286
+ 5.2%
$44.1 - $48.86 $12.6K - $14K
5.79K $274K
RPRX
Royalty Pharma PLC

Healthcare
596
+ 22.09%
$25.63 - $29.27 $15.3K - $17.4K
3.29K $93K
SNN
Smith & Nephew PLC

Healthcare
208
+ 8.48%
$24.51 - $31.64 $5.1K - $6.58K
2.66K $82K
SSNC
Ss&C Technologies Holdings Inc

Technology
67
+ 4.6%
$61.42 - $76.46 $4.12K - $5.12K
1.52K $113K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 1.67%
$201.87 - $242.35 $2.22K - $2.67K
670 $156K
VOD
Vodafone Group Public LTD CO

Communication Services
555
+ 3.81%
$8.8 - $10.35 $4.88K - $5.74K
15.1K $151K
GOLD
Barrick Gold Corp

Basic Materials
714
+ 36.15%
$16.56 - $21.01 $11.8K - $15K
2.69K $53K
BSY
Bentley Systems Inc

Technology
150
+ 1.57%
$44.79 - $51.95 $6.72K - $7.79K
9.72K $493K
CSX
Csx Corp

Industrials
270
+ 2.64%
$32.48 - $35.45 $8.77K - $9.57K
10.5K $362K
DELL
Dell Technologies Inc.

Technology
254
+ 59.35%
$87.89 - $145.97 $22.3K - $37.1K
682 $80K
GRMN
Garmin LTD

Technology
59
+ 7.08%
$161.1 - $183.29 $9.5K - $10.8K
892 $156K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
314
+ 13.61%
$31.95 - $38.02 $10K - $11.9K
2.62K $98K
UHAL
Amerco

Industrials
7
+ 0.52%
$59.88 - $77.88 $419 - $545
1.34K $103K
VFC
V F Corp

Consumer Cyclical
219
+ 8.33%
$12.74 - $19.95 $2.79K - $4.37K
2.85K $56K
VEU
Vanguard Ftse All World Ex Us

ETFs
62
+ 1.56%
$56.47 - $63.69 $3.5K - $3.95K
4.05K $254K
ANDE
Andersons, Inc.

Consumer Defensive
367
+ 17.59%
$45.71 - $54.98 $16.8K - $20.2K
2.45K $123K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
28
+ 1.25%
$58.35 - $66.29 $1.63K - $1.86K
2.27K $150K
CVNA
Carvana Co.

Consumer Cyclical
29
+ 8.98%
$122.32 - $175.15 $3.55K - $5.08K
352 $61K
DLR
Digital Realty Trust, Inc.

Real Estate
51
+ 4.32%
$144.47 - $162.98 $7.37K - $8.31K
1.23K $199K
FCNCA
First Citizens Bancshares Inc

Financial Services
6
+ 9.52%
$1685.92 - $2128.51 $10.1K - $12.8K
69 $126K
GMRE
Global Medical Reit Inc.

Real Estate
2K
+ 350.88%
$8.89 - $10.16 $17.8K - $20.3K
2.57K $25K
HON
Honeywell International Inc

Industrials
205
+ 6.43%
$196.73 - $220.21 $40.3K - $45.1K
3.4K $701K
HWM
Howmet Aerospace Inc.

Industrials
113
+ 31.48%
$77.3 - $100.22 $8.73K - $11.3K
472 $47K
PSEC
Prospect Capital Corp

Financial Services
3.7K
+ 857.41%
$4.75 - $5.6 $17.6K - $20.7K
4.14K $22K
APH
Amphenol Corp

Technology
387
+ 12.73%
$58.39 - $70.41 $22.6K - $27.2K
3.43K $223K
AN
Autonation, Inc.

Consumer Cyclical
7
+ 0.79%
$156.14 - $190.72 $1.09K - $1.34K
891 $159K
BNS
Bank Of Nova Scotia

Financial Services
85
+ 5.35%
$44.71 - $54.78 $3.8K - $4.66K
1.67K $91K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.07K
New
$17.35 - $18.22 $18.5K - $19.4K
1.07K $19K
IGM
Ishares Expanded Tech Sector E

ETFs
188
+ 43.93%
$84.03 - $98.62 $15.8K - $18.5K
616 $59K
MRVL
Marvell Technology, Inc.

Technology
208
+ 11.44%
$56.15 - $76.24 $11.7K - $15.9K
2.03K $146K
MOD
Modine Manufacturing CO

Consumer Cyclical
49
+ 13.69%
$94.6 - $133.72 $4.64K - $6.55K
407 $54K
OSIS
Osi Systems Inc

Technology
3
+ 0.23%
$134.78 - $154.28 $404 - $463
1.33K $202K
UGI
Ugi Corp

Utilities
201
+ 3.04%
$22.23 - $25.05 $4.47K - $5.04K
6.8K $170K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
968
New
$19.08 - $19.89 $18.5K - $19.3K
968 $19K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
26
+ 4.28%
$150.01 - $182.29 $3.9K - $4.74K
634 $115K
BBY
Best Buy CO Inc

Consumer Cyclical
80
+ 14.87%
$80.23 - $103.29 $6.42K - $8.26K
618 $63K
CBRE
Cbre Group, Inc.

Real Estate
17
+ 3.68%
$85.97 - $124.48 $1.46K - $2.12K
479 $59K
CTAS
Cintas Corp

Industrials
289
+ 348.19%
$201.38 - $819.83 $58.2K - $237K
372 $76K
ESI
Element Solutions Inc

Basic Materials
630
+ 20.62%
$24.24 - $28.58 $15.3K - $18K
3.69K $100K
FDS
Factset Research Systems Inc

Financial Services
7
+ 2.41%
$397.04 - $469.48 $2.78K - $3.29K
298 $136K
FTNT
Fortinet, Inc.

Technology
84
+ 13.15%
$55.39 - $77.55 $4.65K - $6.51K
723 $56K
FCN
Fti Consulting, Inc

Industrials
75
+ 153.06%
$213.61 - $230.59 $16K - $17.3K
124 $28K
Activity Summary
Buys All Purchases 1318 New Holdings 113 Increased Positions 1205 Sells All Sells 868 Reductions 859 Sold out 9 Options Calls 0 Puts 0
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email