Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTS
Fortis Inc.

Utilities
143
+ 18.29%
$38.61 - $45.65 $5.52K - $6.53K
925 $42K
GWRE
Guidewire Software, Inc.

Technology
18
+ 8.78%
$137.04 - $182.94 $2.47K - $3.29K
223 $40K
IR
Ingersoll Rand Inc.

Industrials
26
+ 1.95%
$86.9 - $100.4 $2.26K - $2.61K
1.36K $133K
JD
Jd.Com, Inc.

Consumer Cyclical
50
+ 6.98%
$24.95 - $40.01 $1.25K - $2K
766 $30K
LI
Li Auto Inc.

Consumer Cyclical
246
+ 40.07%
$17.8 - $25.78 $4.38K - $6.34K
860 $22K
MAR
Marriott International Inc

Consumer Cyclical
38
+ 8.35%
$211.35 - $255.11 $8.03K - $9.69K
493 $122K
RJF
Raymond James Financial Inc

Financial Services
98
+ 39.52%
$106.39 - $125.13 $10.4K - $12.3K
346 $42K
SEIC
Sei Investments CO

Financial Services
132
+ 23.74%
$63.1 - $69.83 $8.33K - $9.22K
688 $47K
SLRC
Slr Investment Corp.

Financial Services
1K
+ 33.33%
$14.66 - $16.25 $14.7K - $16.3K
4K $60K
TAL
Tal Education Group

Consumer Defensive
619
+ 13.7%
$7.42 - $11.84 $4.59K - $7.33K
5.14K $60K
TEF
Telefonica S A

Communication Services
1.63K
+ 25.17%
$4.18 - $4.9 $6.82K - $7.99K
8.11K $39K
XPEV
Xpeng Inc.

Consumer Cyclical
628
+ 63.95%
$6.63 - $12.72 $4.16K - $7.99K
1.61K $19K
AMCR
Amcor PLC

Consumer Cyclical
323
+ 6.98%
$9.5 - $11.44 $3.07K - $3.7K
4.95K $56K
CPT
Camden Property Trust

Real Estate
18
+ 2.9%
$107.5 - $126.88 $1.94K - $2.28K
639 $78K
ED
Consolidated Edison Inc

Utilities
79
+ 38.16%
$88.42 - $104.97 $6.99K - $8.29K
286 $29K
DFAI
Dimensional ETF Tr

ETFs
331
+ 209.49%
$28.69 - $32.06 $9.5K - $10.6K
489 $15K
ESS
Essex Property Trust, Inc.

Real Estate
41
+ 151.85%
$272.82 - $272.82 $11.2K - $11.2K
68 $18K
EXR
Extra Space Storage Inc.

Real Estate
31
+ 14.09%
$151.92 - $183.06 $4.71K - $5.67K
251 $45K
FOX
Fox Corp Cl B (De)

Communication Services
161
+ 20.56%
$31.8 - $38.86 $5.12K - $6.26K
944 $36K
FELE
Franklin Electric CO Inc

Industrials
98
+ 111.36%
$93.65 - $106.62 $9.18K - $10.4K
186 $19K
GL
Globe Life Inc.

Financial Services
50
+ 22.22%
$80.92 - $109.6 $4.05K - $5.48K
275 $29K
ICVT
Ishares Tr Convertible Bond Et

ETFs
115
+ 35.6%
$77.24 - $83.67 $8.88K - $9.62K
438 $36K
NOK
Nokia Corp

Technology
1.47K
+ 22.36%
$3.62 - $4.48 $5.33K - $6.59K
8.05K $35K
PHI
Pldt Inc.

Communication Services
310
+ 21.69%
$24.69 - $28.94 $7.65K - $8.97K
1.74K $46K
SBAC
Sba Communications Corp

Real Estate
40
+ 78.43%
$189.0 - $245.01 $7.56K - $9.8K
91 $21K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
251
+ 47.27%
$33.88 - $42.82 $8.5K - $10.7K
782 $32K
ZTO
Zto Express (Cayman) Inc.

Industrials
291
+ 27.09%
$18.33 - $24.77 $5.33K - $7.21K
1.37K $33K
AWK
American Water Works Company, Inc.

Utilities
56
+ 41.79%
$127.76 - $149.9 $7.15K - $8.39K
190 $27K
ABCB
Ameris Bancorp

Financial Services
91
+ 25.56%
$48.61 - $65.14 $4.42K - $5.93K
447 $27K
AIZ
Assurant, Inc.

Financial Services
4
+ 1.45%
$161.28 - $199.95 $645 - $800
280 $55K
BALL
Ball Corp

Consumer Cyclical
25
+ 2.36%
$58.86 - $67.91 $1.47K - $1.7K
1.08K $73K
BCS
Barclays PLC

Financial Services
308
+ 7.29%
$10.59 - $12.45 $3.26K - $3.83K
4.53K $55K
BRO
Brown & Brown, Inc.

Financial Services
61
+ 28.77%
$89.11 - $105.82 $5.44K - $6.46K
273 $28K
CSQ
Calamos Strategic Total Return Fund

Financial Services
14
+ 0.08%
$15.71 - $17.51 $220 - $245
18.6K $322K
CPNG
Coupang, Inc.

Consumer Cyclical
249
+ 21.3%
$19.79 - $24.92 $4.93K - $6.21K
1.42K $34K
EXEL
Exelixis, Inc.

Healthcare
95
+ 4.27%
$21.96 - $27.6 $2.09K - $2.62K
2.32K $60K
FSLR
First Solar, Inc.

Technology
2
+ 0.52%
$205.36 - $255.78 $411 - $512
385 $96K
FISV
Fiserv Inc

Technology
82
+ 1.98%
N/A
4.23K $529K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.13%
$113.41 - $125.62 $227 - $251
1.51K $189K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
5
+ 0.29%
$61.71 - $68.15 $309 - $341
1.71K $116K
EL
Estee Lauder Companies Inc

Consumer Defensive
120
+ 46.69%
$84.18 - $106.5 $10.1K - $12.8K
377 $37K
LYV
Live Nation Entertainment, Inc.

Communication Services
18
+ 3.24%
$88.06 - $109.5 $1.59K - $1.97K
573 $62K
OHI
Omega Healthcare Investors Inc

Real Estate
29
+ 2.05%
$33.55 - $41.29 $973 - $1.2K
1.45K $58K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
431
+ 47.94%
$17.03 - $20.87 $7.34K - $8.99K
1.33K $26K
PSO
Pearson PLC

Communication Services
353
+ 7.81%
$12.39 - $14.05 $4.37K - $4.96K
4.87K $66K
AES
Aes Corp

Utilities
71
+ 2.26%
$16.18 - $20.07 $1.15K - $1.42K
3.22K $64K
ALTR
Altair Engineering Inc.

Technology
101
+ 99.02%
$81.56 - $100.25 $8.24K - $10.1K
203 $19K
AGR
Avangrid, Inc.

Utilities
248
+ 37.46%
$35.27 - $36.04 $8.75K - $8.94K
910 $32K
ORCC
Owl Rock Capital Corp

Financial Services
642
+ 15.39%
N/A
4.81K $64K
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
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