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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
401
+ 2.02%
$442.29 - $483.08 $177K - $194K
20.3K $9.19M
ESI
Element Solutions Inc

Basic Materials
1.96K
+ 53.26%
$24.64 - $29.33 $48.4K - $57.6K
5.65K $143K
EPI
Wisdomtree Tr India Earnings F

ETFs
956
New
$45.09 - $50.08 $43.1K - $47.9K
956 $43K
ZM
Zoom Video Communications, Inc.

Technology
281
+ 17.27%
$67.21 - $89.03 $18.9K - $25K
1.91K $155K
RBLX
Roblox Corp

Communication Services
633
+ 188.39%
$39.86 - $61.45 $25.2K - $38.9K
969 $56K
STNG
Scorpio Tankers Inc.

Energy
876
+ 850.49%
$47.15 - $74.31 $41.3K - $65.1K
979 $48K
HOOD
Robinhood Markets, Inc.

Technology
899
+ 176.97%
$22.33 - $43.2 $20.1K - $38.8K
1.41K $52K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
77
+ 4.06%
$110.69 - $154.48 $8.52K - $11.9K
1.98K $250K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
305
+ 96.83%
$107.32 - $127.74 $32.7K - $39K
620 $76K
IXN
Ishares Global Information Tec

ETFs
204
+ 2.01%
$80.67 - $87.84 $16.5K - $17.9K
10.4K $878K
ABC
Amerisourcebergen Corp

Healthcare
217
+ 13.98%
N/A
1.77K $327K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.41K
+ 20.44%
$64.62 - $71.43 $91.1K - $101K
8.31K $536K
FTI
Technip Fmc PLC

Energy
1.34K
+ 393.53%
$25.16 - $31.95 $33.7K - $42.7K
1.68K $48K
CHD
Church & Dwight CO Inc

Consumer Defensive
382
+ 19.0%
$99.11 - $112.25 $37.9K - $42.9K
2.39K $250K
TDY
Teledyne Technologies Inc

Technology
46
+ 6.81%
$436.59 - $489.24 $20.1K - $22.5K
721 $334K
IEX
Idex Corp

Industrials
196
+ 49.75%
$202.75 - $236.06 $39.7K - $46.3K
590 $123K
STE
Steris PLC

Healthcare
330
+ 41.93%
$204.34 - $235.7 $67.4K - $77.8K
1.12K $229K
OVV
Ovintiv Inc.

Energy
940
+ 451.92%
$37.74 - $46.71 $35.5K - $43.9K
1.15K $46K
EGP
Eastgroup Properties Inc

Real Estate
366
+ 48.22%
$158.74 - $185.14 $58.1K - $67.8K
1.13K $180K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
179
+ 28.23%
$180.39 - $205.43 $32.3K - $36.8K
813 $154K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
43
+ 16.23%
$1124.26 - $1344.96 $48.3K - $57.8K
308 $388K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
852
+ 109.65%
$28.38 - $39.27 $24.2K - $33.5K
1.63K $63K
BRZE
Braze, Inc.

Technology
928
+ 8436.36%
$29.93 - $44.78 $27.8K - $41.6K
939 $39K
DGRO
Ishares Core Dividend Growth E

ETFs
4.58K
+ 2.55%
$60.73 - $64.94 $278K - $298K
184K $11.3M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
174
+ 5.34%
$83.95 - $99.75 $14.6K - $17.4K
3.43K $306K
TOST
Toast, Inc.

Technology
358
+ 11.63%
$27.43 - $43.54 $9.82K - $15.6K
3.44K $125K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.43K
+ 7.11%
$41.17 - $43.34 $99.9K - $105K
36.5K $1.51M
NBIX
Neurocrine Biosciences Inc

Healthcare
241
+ 107.11%
$111.62 - $139.44 $26.9K - $33.6K
466 $63K
ARKW
Ark Next Generation Internet E

ETFs
349
+ 1454.17%
$82.66 - $120.04 $28.8K - $41.9K
373 $40K
XLU
Utilities Sector Spdr

ETFs
527
+ 104.56%
$74.89 - $82.93 $39.5K - $43.7K
1.03K $78K
DEO
Diageo PLC

Consumer Defensive
445
+ 30.11%
$118.0 - $139.88 $52.5K - $62.2K
1.92K $244K
CG
Carlyle Group Inc.

Financial Services
671
+ 171.17%
$43.2 - $54.81 $29K - $36.8K
1.06K $53K
IVZ
Invesco Ltd.

Financial Services
2.14K
+ 133.42%
$16.78 - $18.63 $35.8K - $39.8K
3.74K $65K
MMM
3 M CO

Industrials
493
+ 14.02%
$124.74 - $137.12 $61.5K - $67.6K
4.01K $517K
EVR
Evercore Inc.

Financial Services
79
+ 12.48%
$247.66 - $315.67 $19.6K - $24.9K
712 $197K
LUV
Southwest Airlines CO

Industrials
814
+ 32.77%
$28.99 - $34.84 $23.6K - $28.4K
3.3K $110K
HPE
Hewlett Packard Enterprise CO

Technology
1.44K
+ 24.52%
$19.31 - $23.95 $27.8K - $34.5K
7.32K $156K
EWJ
Ishares Msci Japan ETF

ETFs
548
New
$66.18 - $71.84 $36.3K - $39.4K
548 $36K
INTU
Intuit Inc

Technology
51
+ 9.27%
$602.01 - $706.25 $30.7K - $36K
601 $377K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
669
+ 3185.71%
$54.29 - $59.49 $36.3K - $39.8K
690 $37K
CIVI
Civitas Resources, Inc.

Energy
854
+ 137.08%
$42.79 - $54.92 $36.5K - $46.9K
1.48K $67K
DASH
Door Dash, Inc.

Communication Services
153
+ 38.44%
$141.93 - $180.48 $21.7K - $27.6K
551 $92K
HSBC
Hsbc Holdings PLC

Financial Services
559
+ 29.21%
$43.83 - $49.51 $24.5K - $27.7K
2.47K $122K
FLS
Flowserve Corp

Industrials
595
+ 185.94%
$51.87 - $62.0 $30.9K - $36.9K
915 $52K
WRB
Berkley W R Corp

Financial Services
355
+ 4.3%
$56.48 - $64.94 $20.1K - $23.1K
8.62K $504K
MO
Altria Group, Inc.

Consumer Defensive
463
+ 4.99%
$49.06 - $57.74 $22.7K - $26.7K
9.74K $509K
ALK
Alaska Air Group, Inc.

Industrials
364
+ 61.59%
$42.48 - $67.6 $15.5K - $24.6K
955 $61K
DD
Du Pont De Nemours, Inc.

Basic Materials
824
+ 39.0%
$75.95 - $88.05 $62.6K - $72.6K
2.94K $223K
TRMB
Trimble Inc.

Technology
262
+ 13.11%
$60.21 - $75.4 $15.8K - $19.8K
2.26K $159K
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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