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
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
84
+ 20.29%
$81.14 - $92.39 $6.82K - $7.76K
498 $44K
ESE
Esco Technologies Inc

Technology
16
+ 5.8%
$102.11 - $128.98 $1.63K - $2.06K
292 $37K
LQD
Ishares Iboxx $ Investment Gra

ETFs
58
+ 11.89%
$106.11 - $113.72 $6.15K - $6.6K
546 $61K
JNPR
Juniper Networks Inc

Technology
196
+ 34.75%
$36.35 - $39.03 $7.12K - $7.65K
760 $29K
MCY
Mercury General Corp

Financial Services
124
+ 77.02%
$52.25 - $66.23 $6.48K - $8.21K
285 $17K
MTG
Mgic Investment Corp

Financial Services
41
+ 2.19%
$21.29 - $25.74 $873 - $1.06K
1.92K $49K
PAYC
Paycom Software, Inc.

Technology
11
+ 3.56%
$140.16 - $173.86 $1.54K - $1.91K
320 $53K
PPL
Ppl Corp

Utilities
83
+ 7.26%
$27.36 - $33.08 $2.27K - $2.75K
1.23K $40K
PRI
Primerica, Inc.

Financial Services
32
+ 139.13%
$233.01 - $266.6 $7.46K - $8.53K
55 $14K
PRMW
Primo Water Corp

Consumer Defensive
251
+ 32.56%
$20.4 - $25.47 $5.12K - $6.39K
1.02K $25K
RYN
Rayonier Inc

Real Estate
219
+ 43.37%
$27.69 - $32.25 $6.06K - $7.06K
724 $23K
SLG
Sl Green Realty Corp

Real Estate
9
+ 1.33%
$54.99 - $72.21 $495 - $650
684 $47K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
338
+ 10.97%
$13.0 - $15.08 $4.39K - $5.1K
3.42K $48K
TOST
Toast, Inc.

Technology
49
+ 1.62%
$22.71 - $28.31 $1.11K - $1.39K
3.08K $87K
TYL
Tyler Technologies Inc

Technology
15
+ 125.0%
$499.52 - $595.46 $7.49K - $8.93K
27 $15K
VTR
Ventas, Inc.

Real Estate
30
+ 4.94%
$50.88 - $65.33 $1.53K - $1.96K
637 $40K
VIST
Vista Energy, S.A.B. De C.V.

Energy
220
+ 51.52%
$40.14 - $52.13 $8.83K - $11.5K
647 $28K
WAT
Waters Corp

Healthcare
10
+ 14.08%
$282.7 - $359.89 $2.83K - $3.6K
81 $29K
YALA
Yalla Group LTD

Technology
2.01K
+ 88.9%
$3.75 - $4.7 $7.54K - $9.45K
4.27K $19K
AAON
Aaon, Inc.

Industrials
21
+ 8.37%
$83.58 - $107.82 $1.76K - $2.26K
272 $29K
AGNC
Agnc Investment Corp.

Real Estate
57
+ 0.7%
$9.48 - $10.66 $540 - $608
8.17K $85K
AEM
Agnico Eagle Mines LTD

Basic Materials
32
+ 8.51%
$65.04 - $84.24 $2.08K - $2.7K
408 $32K
AFG
American Financial Group Inc

Financial Services
54
+ 43.9%
$119.65 - $137.03 $6.46K - $7.4K
177 $23K
BRBR
Bellring Brands, Inc.

Consumer Defensive
119
+ 57.21%
$48.99 - $61.11 $5.83K - $7.27K
327 $19K
BILL
Bill.Com Holdings, Inc.

Technology
149
+ 206.94%
$43.97 - $56.02 $6.55K - $8.35K
221 $11K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8
+ 0.38%
$22.3 - $26.02 $178 - $208
2.09K $54K
DOW
Dow Inc.

Basic Materials
62
+ 2.34%
$50.15 - $55.41 $3.11K - $3.44K
2.71K $148K
EVH
Evolent Health, Inc.

Healthcare
163
+ 43.82%
$18.41 - $32.97 $3K - $5.37K
535 $15K
FTV
Fortive Corp

Technology
24
+ 2.1%
$67.01 - $79.2 $1.61K - $1.9K
1.17K $92K
GRFS
Grifols Sa

Healthcare
254
+ 11.67%
$6.28 - $9.38 $1.6K - $2.38K
2.43K $21K
HSBC
Hsbc Holdings PLC

Financial Services
119
+ 6.63%
$40.42 - $45.91 $4.81K - $5.46K
1.91K $86K
INSM
Insmed Inc

Healthcare
88
+ 50.57%
$62.0 - $79.01 $5.46K - $6.95K
262 $19K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
153
+ 1.62%
$23.57 - $24.19 $3.61K - $3.7K
9.59K $231K
LRGF
Ishares Tr

ETFs
7
+ 0.3%
$52.89 - $58.77 $370 - $411
2.34K $137K
KD
Kyndryl Holdings, Inc.

Technology
404
+ 95.51%
$21.78 - $27.63 $8.8K - $11.2K
827 $19K
MANH
Manhattan Associates Inc

Technology
15
+ 13.51%
$218.59 - $286.0 $3.28K - $4.29K
126 $35K
MAA
Mid America Apartment Communities Inc.

Real Estate
6
+ 1.53%
$138.8 - $166.65 $833 - $1K
397 $63K
NHC
National Healthcare Corp

Healthcare
59
+ 115.69%
$109.43 - $137.13 $6.46K - $8.09K
110 $13K
NOG
Northern Oil & Gas, Inc.

Energy
230
+ 575.0%
$33.96 - $43.19 $7.81K - $9.93K
270 $9K
OLN
Olin Corp

Basic Materials
159
+ 28.7%
$40.38 - $50.21 $6.42K - $7.98K
713 $34K
PECO
Phillips Edison & Company, Inc.

Real Estate
11
+ 0.77%
$32.1 - $38.93 $353 - $428
1.45K $54K
UFPI
Ufp Industries Inc

Basic Materials
16
+ 5.14%
$107.65 - $135.34 $1.72K - $2.17K
327 $42K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
274
+ 249.09%
$15.95 - $27.01 $4.37K - $7.4K
384 $9K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
500
+ 12.5%
$10.65 - $11.21 $5.33K - $5.61K
4.5K $50K
THW
Tekla World Healthcare Fund

Financial Services
500
+ 9.09%
$12.66 - $13.37 $6.33K - $6.69K
6K $79K
ALKT
Alkami Technology, Inc.

Technology
201
+ 913.64%
$28.87 - $34.1 $5.8K - $6.85K
223 $7K
LNT
Alliant Energy Corp

Utilities
66
+ 24.18%
$50.74 - $60.74 $3.35K - $4.01K
339 $20K
AMED
Amedisys Inc

Healthcare
71
+ 215.15%
$96.5 - $98.45 $6.85K - $6.99K
104 $10K
AZN
Astrazeneca PLC

Healthcare
105
+ 1.72%
$76.67 - $87.62 $8.05K - $9.2K
6.22K $484K
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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