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
SHW
Sherwin Williams CO

Basic Materials
302
+ 16.91%
$338.75 - $399.71 $102K - $121K
2.09K $709K
TAP
Molson Coors Beverage CO

Consumer Defensive
489
+ 101.03%
$53.97 - $63.88 $26.4K - $31.2K
973 $55K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.36K
+ 316.55%
$18.01 - $19.92 $24.5K - $27.1K
1.79K $35K
OSIS
Osi Systems Inc

Technology
45
+ 3.37%
$131.41 - $187.75 $5.91K - $8.45K
1.38K $230K
EXPE
Expedia Group, Inc.

Consumer Cyclical
117
+ 75.48%
$146.47 - $191.01 $17.1K - $22.3K
272 $50K
MUSA
Murphy Usa Inc.

Consumer Cyclical
51
+ 17.17%
$473.11 - $555.48 $24.1K - $28.3K
348 $174K
CRI
Carters Inc

Consumer Cyclical
507
+ 2112.5%
$50.33 - $67.47 $25.5K - $34.2K
531 $28K
SMAR
Smartsheet Inc

Technology
472
+ 737.5%
$55.35 - $56.51 $26.1K - $26.7K
536 $30K
PPL
Ppl Corp

Utilities
846
+ 69.0%
$31.47 - $35.0 $26.6K - $29.6K
2.07K $67K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4.02K
+ 10.71%
$30.48 - $34.2 $123K - $138K
41.6K $1.27M
SAIA
Saia Inc

Industrials
26
+ 3.62%
$411.44 - $569.08 $10.7K - $14.8K
744 $339K
NTRS
Northern Trust Corp

Financial Services
224
+ 82.96%
$88.4 - $111.16 $19.8K - $24.9K
494 $50K
VALE
Vale S.A.

Basic Materials
4.58K
+ 88.79%
$8.74 - $11.78 $40K - $54K
9.74K $86K
TTWO
Take Two Interactive Software Inc

Communication Services
45
+ 8.3%
$147.66 - $190.46 $6.64K - $8.57K
587 $108K
BK
Bank Of New York Mellon Corp

Financial Services
259
+ 25.0%
$70.82 - $81.87 $18.3K - $21.2K
1.3K $99K
CVNA
Carvana Co.

Consumer Cyclical
74
+ 21.02%
$175.8 - $260.8 $13K - $19.3K
426 $86K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
758
+ 2707.14%
$26.18 - $35.42 $19.8K - $26.8K
786 $25K
SPG
Simon Property Group Inc

Real Estate
107
+ 5.57%
$167.23 - $183.84 $17.9K - $19.7K
2.03K $349K
SONY
Sony Group Corp

Technology
8.67K
+ 414.03%
$17.53 - $96.8 $152K - $840K
10.8K $227K
ALKS
Alkermes Plc.

Healthcare
842
+ 106.18%
$25.7 - $31.46 $21.6K - $26.5K
1.64K $47K
SYF
Synchrony Financial

Financial Services
257
+ 46.47%
$49.01 - $68.55 $12.6K - $17.6K
810 $52K
ORI
Old Republic International Corp

Financial Services
592
+ 17.43%
$34.4 - $38.98 $20.4K - $23.1K
3.99K $144K
CBOE
Cboe Global Markets, Inc.

Financial Services
127
+ 72.57%
$191.61 - $217.84 $24.3K - $27.7K
302 $59K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.42K
+ 83.81%
$8.24 - $11.07 $20K - $26.8K
5.31K $49K
RE
Everest Re Group LTD

Financial Services
64
+ 43.54%
N/A
211 $78K
ILMN
Illumina, Inc.

Healthcare
156
+ 16.39%
$128.99 - $155.15 $20.1K - $24.2K
1.11K $148K
OGN
Organon & Co.

Healthcare
2.67K
+ 71.43%
$14.44 - $18.83 $38.6K - $50.3K
6.41K $95K
KMPR
Kemper Corp

Financial Services
352
+ 141.94%
$59.0 - $72.1 $20.8K - $25.4K
600 $39K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
27
+ 0.61%
$278.19 - $315.36 $7.51K - $8.51K
4.45K $1.28M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37
+ 0.25%
$66.77 - $71.52 $2.47K - $2.65K
15K $1.04M
CFG
Citizens Financial Group Inc

Financial Services
364
+ 11.13%
$39.92 - $48.46 $14.5K - $17.6K
3.63K $158K
JBHT
Hunt J B Transport Services Inc

Industrials
134
+ 68.72%
$164.22 - $197.19 $22K - $26.4K
329 $56K
SEIC
Sei Investments CO

Financial Services
172
+ 25.0%
$69.36 - $86.58 $11.9K - $14.9K
860 $70K
PCG
Pg&E Corp

Utilities
996
+ 14.28%
$19.2 - $21.63 $19.1K - $21.5K
7.97K $160K
HII
Huntington Ingalls Industries, Inc.

Industrials
131
+ 503.85%
$184.96 - $264.65 $24.2K - $34.7K
157 $29K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
734
+ 83.03%
$15.19 - $25.13 $11.1K - $18.4K
1.62K $38K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
281
+ 25.95%
$88.59 - $94.57 $24.9K - $26.6K
1.36K $121K
AZPN
Aspen Technology, Inc.

Technology
28
+ 1.86%
$231.19 - $253.16 $6.47K - $7.09K
1.53K $382K
CHTR
Charter Communications, Inc.

Communication Services
34
+ 5.78%
$315.38 - $408.02 $10.7K - $13.9K
622 $213K
BR
Broadridge Financial Solutions, Inc.

Technology
64
+ 9.73%
$209.64 - $236.44 $13.4K - $15.1K
722 $163K
CPRT
Copart Inc

Consumer Cyclical
156
+ 6.08%
$51.36 - $63.8 $8.01K - $9.95K
2.72K $156K
AIZ
Assurant, Inc.

Financial Services
84
+ 30.0%
$186.6 - $228.68 $15.7K - $19.2K
364 $77K
AVEM
American Centy ETF Tr Avantis

ETFs
958
+ 16.21%
$58.59 - $66.14 $56.1K - $63.4K
6.87K $403K
ES
Eversource Energy

Utilities
703
+ 41.9%
$55.9 - $67.73 $39.3K - $47.6K
2.38K $136K
BNL
Broadstone Net Lease, Inc.

Real Estate
1.59K
+ 139.28%
$15.86 - $18.7 $25.2K - $29.8K
2.74K $43K
PATH
Ui Path, Inc.

Technology
1.74K
+ 141.4%
$11.95 - $15.5 $20.8K - $27K
2.97K $37K
MANU
Manchester United PLC

Communication Services
1.19K
+ 128.99%
$15.64 - $18.22 $18.6K - $21.6K
2.11K $36K
JCI
Johnson Controls International PLC

Industrials
238
+ 13.2%
$74.23 - $86.6 $17.7K - $20.6K
2.04K $161K
FLO
Flowers Foods Inc

Consumer Defensive
1.32K
+ 67.74%
$20.4 - $23.31 $27K - $30.8K
3.28K $67K
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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