Ever Source Wealth Advisors, LLC Incresed Positions in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
287
+ 0.39%
$213.65 - $479.86 $61.3K - $138K
73.6K $29.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.3K
+ 30.82%
$521.84 - $558.82 $6.95M - $7.44M
56.5K $30.5M
CGUS
Capital Group Core Equity ETF
212K
+ 848.39%
$33.96 - $36.24 $7.18M - $7.67M
237K $8.27M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
128K
+ 96.71%
$56.06 - $61.35 $7.18M - $7.86M
261K $14.7M
CGXU
Capital Group Intl Focus Equit

ETFs
272K
+ 5229.35%
$24.67 - $26.94 $6.72M - $7.34M
277K $6.85M
VUG
Vanguard Growth ETF

ETFs
5.51K
+ 3.45%
$378.79 - $428.11 $2.09M - $2.36M
165K $67.8M
AAPL
Apple Inc.

Technology
9.96K
+ 4.88%
$221.69 - $259.02 $2.21M - $2.58M
214K $53.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
86.1K
+ 64.33%
$79.93 - $88.06 $6.88M - $7.58M
220K $17.6M
AVGO
Broadcom Inc.

Technology
3.86K
+ 4.79%
$159.67 - $250.0 $616K - $964K
84.3K $19.5M
ASML
Asml Holding Nv

Technology
6.93K
+ 1328.35%
$658.43 - $872.27 $4.57M - $6.05M
7.46K $5.17M
AMZN
Amazon Com Inc

Consumer Cyclical
4.58K
+ 4.54%
$180.88 - $232.93 $829K - $1.07M
105K $23.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
47K
+ 1645.71%
$87.1 - $98.49 $4.09M - $4.62M
49.8K $4.35M
CGCP
Capital Group Core Plus Income

ETFs
189K
+ 141.53%
$22.13 - $23.17 $4.18M - $4.38M
322K $7.15M
VTV
Vanguard Value ETF

ETFs
30K
+ 10.36%
$168.32 - $181.87 $5.06M - $5.46M
320K $54.2M
NVDA
Nvidia Corp

Technology
9.94K
+ 6.0%
$117.0 - $148.88 $1.16M - $1.48M
176K $23.6M
VGSH
Vanguard

ETFs
54.6K
+ 83.26%
$58.02 - $58.88 $3.17M - $3.22M
120K $7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34.5K
+ 12.36%
$91.29 - $91.8 $3.15M - $3.17M
314K $28.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.14K
+ 36.14%
$567.81 - $607.81 $2.35M - $2.51M
15.6K $9.13M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
36.8K
+ 37.38%
$74.5 - $78.37 $2.74M - $2.88M
135K $10.1M
IVV
Ishares Core S&P 500 ETF

ETFs
3.04K
+ 14.91%
$570.51 - $610.59 $1.73M - $1.85M
23.4K $13.8M
HYG
Ishares Tr

ETFs
25.2K
+ 13271.05%
$78.09 - $80.04 $1.97M - $2.02M
25.4K $2M
SPYG
Spdr Portfolio

ETFs
14K
+ 13.81%
$81.74 - $91.38 $1.14M - $1.28M
115K $10.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
35.1K
+ 25.04%
$57.78 - $60.4 $2.03M - $2.12M
175K $10.2M
GOOG
Alphabet Inc.

Communication Services
1.59K
+ 2.9%
$163.08 - $198.16 $260K - $315K
56.6K $10.8M
EMB
Ishares Tr

ETFs
17.5K
+ 753.95%
$88.94 - $93.46 $1.55M - $1.63M
19.8K $1.76M
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.4K
+ 2637.91%
$106.56 - $113.11 $1.53M - $1.63M
14.9K $1.6M
V
Visa Inc.

Financial Services
2.71K
+ 17.74%
$273.87 - $320.91 $743K - $871K
18K $5.69M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.9K
+ 277.01%
$65.67 - $69.79 $1.44M - $1.53M
29.8K $2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.7K
+ 8.15%
$33.92 - $36.6 $1.28M - $1.38M
500K $17.3M
DFAX
Dimensional ETF Tr
63.1K
+ 78.75%
$24.76 - $27.04 $1.56M - $1.71M
143K $3.56M
VGLT
Vanguard Long Term Treasury Et

ETFs
28K
+ 100.54%
$55.1 - $61.74 $1.54M - $1.73M
55.8K $3.09M
MSFT
Microsoft Corp

Technology
4.36K
+ 8.03%
$406.35 - $454.46 $1.77M - $1.98M
58.6K $24.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
31.1K
+ 8888.57%
$43.02 - $47.32 $1.34M - $1.47M
31.5K $1.36M
IAU
Ishares Gold Trust

ETFs
29.3K
+ 4.45%
$48.37 - $52.65 $1.42M - $1.54M
688K $34M
TQQQ
Proshares Ultrapro Qqq

ETFs
14.8K
+ 10714.49%
$69.42 - $93.29 $1.03M - $1.38M
14.9K $1.18M
XLK
Technology Sector Spdr

ETFs
4.84K
+ 135.38%
$220.26 - $241.44 $1.07M - $1.17M
8.41K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
890
+ 2.79%
$205.18 - $250.29 $183K - $223K
32.8K $7.85M
VTI
Vanguard Total Stock Market Et

ETFs
2.33K
+ 3.47%
$280.04 - $302.45 $653K - $705K
69.5K $20.1M
VXF
Vanguard Extended Market ETF

ETFs
5.66K
+ 244.3%
$179.17 - $207.15 $1.01M - $1.17M
7.97K $1.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
167
+ 1.01%
$275.15 - $388.2 $46K - $64.8K
16.7K $5.71M
MA
Mastercard Inc

Financial Services
1.61K
+ 30.76%
$491.3 - $536.15 $790K - $862K
6.84K $3.6M
COST
Costco Wholesale Corp

Consumer Defensive
757
+ 7.59%
$873.59 - $994.69 $661K - $753K
10.7K $9.83M
WMT
Walmart Inc.

Consumer Defensive
3.48K
+ 4.99%
$79.1 - $95.7 $275K - $333K
73.3K $6.62M
IYW
Ishares Dj Us Tech ETF

ETFs
3.5K
+ 7.76%
$148.14 - $166.23 $519K - $582K
48.6K $7.76M
DFIC
Dimensional ETF Tr Dimensional

ETFs
47.3K
+ 34.49%
$25.61 - $28.0 $1.21M - $1.32M
184K $4.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.37K
+ 17.19%
$481.22 - $538.17 $658K - $736K
9.32K $4.77M
VT
Vanguard Total World Stk Index

ETFs
7.93K
+ 33.78%
$117.09 - $123.07 $928K - $976K
31.4K $3.69M
VO
Vanguard Mid Cap ETF

ETFs
3.29K
+ 288.94%
$261.5 - $284.63 $861K - $937K
4.43K $1.17M
DUHP
Dimensional ETF Tr Dimensional

ETFs
26.9K
+ 18.1%
$33.62 - $35.69 $906K - $961K
176K $5.94M
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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