Ever Source Wealth Advisors, LLC Incresed Positions in Q1 2024

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
106K
+ 46.11%
$91.4 - $91.8 $9.67M - $9.71M
335K $30.8M
VTV
Vanguard Value ETF

ETFs
53.2K
+ 24.08%
$147.46 - $162.86 $7.85M - $8.67M
274K $44.7M
MBB
Ishares Tr

ETFs
80K
+ 701.54%
$91.2 - $93.98 $7.3M - $7.52M
91.4K $8.45M
VEA
Vanguard Ftse Developed Market

ETFs
131K
+ 14.51%
$46.21 - $50.27 $6.06M - $6.59M
1.03M $51.9M
TSLA
Tesla, Inc.

Consumer Cyclical
36.1K
+ 201.28%
$162.5 - $248.42 $5.86M - $8.96M
54K $9.49M
PLTR
Palantir Technologies Inc.

Technology
189K
+ 3246.02%
$15.98 - $26.46 $3.02M - $5M
195K $4.48M
AAPL
Apple Inc.

Technology
21.1K
+ 12.51%
$169.0 - $195.18 $3.56M - $4.11M
190K $32.5M
BNDX
Vanguard Total International B

ETFs
62.3K
+ 25.67%
$48.47 - $49.33 $3.02M - $3.07M
305K $15M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
39.6K
+ 26.21%
$76.34 - $77.25 $3.02M - $3.06M
191K $14.6M
CVX
Chevron Corp

Energy
19.1K
+ 41.48%
$141.82 - $157.74 $2.71M - $3.02M
65.2K $10.3M
RWL
Invesco Exchange Traded Fd Tr

ETFs
28.5K
+ 39.74%
$84.24 - $93.73 $2.4M - $2.67M
100K $9.4M
VC
Visteon Corp

Consumer Cyclical
22.6K
+ 189.4%
$112.06 - $126.42 $2.53M - $2.86M
34.6K $4.06M
VB
Vanguard Small Cap ETF

ETFs
11.5K
+ 24.44%
$204.0 - $228.59 $2.35M - $2.63M
58.6K $13.4M
WMT
Walmart Inc.

Consumer Defensive
43.7K
+ 250.88%
$58.61 - $175.86 $2.56M - $7.68M
61.1K $3.68M
HD
Home Depot, Inc.

Consumer Cyclical
6.37K
+ 32.3%
$338.26 - $395.2 $2.16M - $2.52M
26.1K $10M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.91K
+ 155.24%
$294.43 - $339.01 $2.03M - $2.34M
11.4K $3.83M
MARA
Marathon Digital Holdings, Inc.

Financial Services
92.6K
+ 142.98%
$15.65 - $31.03 $1.45M - $2.87M
157K $3.56M
COP
Conocophillips

Energy
15.5K
+ 36.15%
$106.93 - $127.28 $1.65M - $1.97M
58.2K $7.41M
MSFT
Microsoft Corp

Technology
4.51K
+ 9.75%
$367.75 - $429.37 $1.66M - $1.94M
50.8K $21.4M
DGRO
Ishares Core Dividend Growth E

ETFs
32.2K
+ 27.25%
$53.33 - $58.06 $1.72M - $1.87M
151K $8.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
58.3K
+ 14.89%
$28.62 - $31.95 $1.67M - $1.86M
450K $14.4M
IWN
Ishares Russell2000 Val ETF

ETFs
11.4K
+ 3219.72%
$145.61 - $158.81 $1.66M - $1.82M
11.8K $1.87M
CCL
Carnival Corp

Consumer Cyclical
110K
+ 5317.91%
$14.71 - $17.78 $1.62M - $1.96M
112K $1.83M
PPG
Ppg Industries Inc

Basic Materials
11.6K
+ 26.48%
$137.57 - $147.39 $1.6M - $1.71M
55.5K $8.04M
AMZN
Amazon Com Inc

Consumer Cyclical
9.08K
+ 12.83%
$144.57 - $180.38 $1.31M - $1.64M
79.8K $14.4M
NVDA
Nvidia Corp

Technology
1.79K
+ 14.39%
$475.69 - $950.02 $849K - $1.7M
14.2K $12.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.03K
+ 36.33%
$467.28 - $523.17 $1.41M - $1.58M
11.4K $5.94M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
21.4K
+ 28.98%
$70.55 - $74.4 $1.51M - $1.59M
95.2K $6.88M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
18.6K
+ 64.33%
$77.9 - $82.79 $1.45M - $1.54M
47.4K $3.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.7K
+ 458.04%
$56.98 - $284.98 $1.41M - $7.05M
30.1K $1.83M
XOM
Exxon Mobil Corp

Energy
12.7K
+ 103.86%
$96.8 - $116.24 $1.23M - $1.48M
25K $2.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.2K
+ 22.61%
$74.51 - $76.61 $1.21M - $1.24M
87.8K $6.62M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
24.3K
+ 2159.27%
$45.2 - $51.64 $1.1M - $1.26M
25.5K $1.28M
DUHP
Dimensional ETF Tr Dimensional

ETFs
37.9K
+ 66.33%
$28.16 - $31.61 $1.07M - $1.2M
95.1K $3M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.49K
+ 70.86%
$161.84 - $179.11 $1.05M - $1.16M
15.7K $2.8M
HAL
Halliburton CO

Energy
28.1K
+ 319.05%
$33.24 - $39.42 $935K - $1.11M
37K $1.46M
PAVE
Global X Fds Us Infrastructure

ETFs
27.8K
+ 190.66%
$33.2 - $39.81 $921K - $1.1M
42.3K $1.68M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.55K
+ 791.96%
$100.66 - $114.14 $961K - $1.09M
10.8K $1.23M
COST
Costco Wholesale Corp

Consumer Defensive
1.47K
+ 18.06%
$644.69 - $785.59 $945K - $1.15M
9.58K $7.02M
WSO
Watsco Inc

Industrials
2.43K
+ 256.28%
$377.91 - $439.5 $917K - $1.07M
3.37K $1.46M
MUB
Ishares National Muni Bond ETF

ETFs
9.45K
+ 131.32%
$107.41 - $108.76 $1.01M - $1.03M
16.6K $1.79M
IWS
Ishares Russell Midcap Value E

ETFs
8.03K
+ 261.31%
$112.43 - $125.33 $903K - $1.01M
11.1K $1.39M
CGCP
Capital Group Core Plus Income

ETFs
44.3K
+ 191.93%
$22.27 - $22.91 $986K - $1.01M
67.3K $1.51M
DFIC
Dimensional ETF Tr Dimensional

ETFs
37K
+ 42.68%
$24.62 - $26.83 $910K - $992K
124K $3.31M
AMH
American Homes 4 Rent

Real Estate
26.4K
+ 19.35%
$34.03 - $37.26 $897K - $983K
163K $5.98M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
22.5K
+ 23.44%
$37.37 - $42.11 $840K - $946K
118K $4.98M
IYW
Ishares Dj Us Tech ETF

ETFs
6.76K
+ 19.13%
$117.5 - $136.59 $795K - $924K
42.1K $5.69M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.6K
+ 13.44%
$50.77 - $58.11 $790K - $905K
131K $7.64M
JNJ
Johnson & Johnson

Healthcare
5.7K
+ 64.73%
$155.22 - $162.74 $885K - $928K
14.5K $2.3M
Activity Summary
Buys All Purchases 1753 New Holdings 426 Increased Positions 1327 Sells All Sells 685 Reductions 683 Sold out 2 Options Calls 0 Puts 0
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