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
WHR
Whirlpool Corp

Consumer Cyclical
112
+ 114.29%
$99.28 - $124.45 $11.1K - $13.9K
210 $24K
XLP
Consumer Staples Sector Spdr

ETFs
180
+ 52.94%
N/A
520 $39K
DBX
Dropbox, Inc.

Technology
424
+ 96.15%
$25.05 - $30.8 $10.6K - $13.1K
865 $25K
NET
Cloudflare, Inc.

Technology
20
+ 4.65%
$78.11 - $117.56 $1.56K - $2.35K
450 $48K
BAH
Booz Allen Hamilton Holding Corp

Industrials
134
+ 144.09%
$128.36 - $186.0 $17.2K - $24.9K
227 $29K
NOVT
Novanta Inc

Technology
85
+ 170.0%
N/A
135 $21K
BILL
Bill.Com Holdings, Inc.

Technology
82
+ 37.1%
$51.23 - $97.41 $4.2K - $7.99K
303 $25K
DUOL
Duolingo, Inc.

Technology
40
+ 137.93%
$278.75 - $373.03 $11.2K - $14.9K
69 $22K
HLN
Haleon PLC

Healthcare
2.75K
+ 23.17%
$9.23 - $10.71 $25.4K - $29.4K
14.6K $139K
ADT
Adt Inc.

Industrials
2K
+ 3709.26%
$6.71 - $8.14 $13.4K - $16.3K
2.06K $14K
IJS
Ishares S&P Smallcap 600 Value

ETFs
132
+ 1015.38%
$104.59 - $118.05 $13.8K - $15.6K
145 $15K
RJF
Raymond James Financial Inc

Financial Services
16
+ 4.62%
$123.0 - $170.1 $1.97K - $2.72K
362 $56K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
33
+ 1.32%
$7.71 - $12.65 $254 - $417
2.53K $32K
WBS
Webster Financial Corp

Financial Services
97
+ 11.0%
$44.33 - $62.82 $4.3K - $6.09K
979 $54K
AON
Aon PLC

Financial Services
14
+ 2.1%
$344.14 - $393.31 $4.82K - $5.51K
682 $244K
POCT
Innovator U.S. Equity Power Bu

ETFs
300
+ 13.09%
$38.63 - $40.03 $11.6K - $12K
2.59K $102K
LEGN
Legend Biotech Corp

Healthcare
499
+ 239.9%
$32.49 - $50.28 $16.2K - $25.1K
707 $23K
RKT
Rocket Companies, Inc.

Financial Services
1.19K
+ 4253.57%
$11.03 - $19.27 $13.1K - $23K
1.22K $13K
BRKR
Bruker Corp

Healthcare
390
+ 41.49%
$48.25 - $67.46 $18.8K - $26.3K
1.33K $77K
CRC
California Resources Corp

Energy
256
+ 544.68%
$50.23 - $59.59 $12.9K - $15.3K
303 $15K
VTRS
Viatris Inc

Healthcare
784
+ 25.41%
$11.32 - $13.37 $8.87K - $10.5K
3.87K $48K
INTA
Intapp, Inc.

Technology
184
+ 175.24%
$43.86 - $70.0 $8.07K - $12.9K
289 $18K
ESAB
Esab Corp

Industrials
90
+ 70.31%
$102.05 - $135.08 $9.18K - $12.2K
218 $26K
PVH
Pvh Corp.

Consumer Cyclical
121
+ 189.06%
$92.92 - $112.86 $11.2K - $13.7K
185 $19K
MET
Metlife Inc

Financial Services
178
+ 6.24%
$78.15 - $88.25 $13.9K - $15.7K
3.03K $248K
MCO
Moodys Corp

Financial Services
28
+ 5.27%
$454.04 - $500.88 $12.7K - $14K
559 $264K
RY
Royal Bank Of Canada

Financial Services
157
+ 10.67%
$119.72 - $128.02 $18.8K - $20.1K
1.63K $196K
LII
Lennox International Inc

Industrials
14
+ 1.5%
$589.36 - $678.43 $8.25K - $9.5K
950 $578K
AME
Ametek Inc

Industrials
1
+ 0.07%
$165.89 - $197.38 $166 - $197
1.46K $262K
JNPR
Juniper Networks Inc

Technology
363
+ 47.76%
$35.08 - $39.26 $12.7K - $14.3K
1.12K $42K
ZION
Zions Bancorporation, National Association

Financial Services
183
+ 51.12%
$45.62 - $61.73 $8.35K - $11.3K
541 $29K
KEYS
Keysight Technologies, Inc.

Technology
61
+ 3.23%
$149.01 - $172.53 $9.09K - $10.5K
1.95K $313K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
5
+ 0.19%
$35.42 - $41.87 $177 - $209
2.6K $103K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
249
+ 124.5%
$38.7 - $51.36 $9.64K - $12.8K
449 $21K
IDCC
Inter Digital, Inc.

Communication Services
38
+ 46.91%
$142.61 - $200.59 $5.42K - $7.62K
119 $23K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.3K
+ 13.44%
$26.65 - $29.34 $34.6K - $38.1K
10.9K $296K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
39
+ 8.33%
$109.13 - $130.93 $4.26K - $5.11K
507 $63K
UPS
United Parcel Service Inc

Industrials
378
+ 10.78%
$122.65 - $138.35 $46.4K - $52.3K
3.89K $489K
ASH
Ashland Global Holdings Inc

Basic Materials
184
+ 211.49%
$70.93 - $87.79 $13.1K - $16.2K
271 $19K
BHF
Brighthouse Financial, Inc.

Financial Services
218
+ 89.71%
$43.95 - $52.91 $9.58K - $11.5K
461 $22K
SRRK
Scholar Rock Holding Corp

Healthcare
52
+ 18.64%
$7.07 - $45.73 $368 - $2.38K
331 $14K
JEF
Jefferies Financial Group Inc.

Financial Services
92
+ 36.22%
$61.95 - $81.75 $5.7K - $7.52K
346 $27K
DUK
Duke Energy Corp

Utilities
946
+ 7.95%
$105.76 - $120.76 $100K - $114K
12.9K $1.38M
UI
Ubiquiti Inc.

Technology
15
+ 24.59%
$223.6 - $362.72 $3.35K - $5.44K
76 $25K
AMKR
Amkor Technology, Inc.

Technology
515
+ 258.79%
$25.13 - $31.61 $12.9K - $16.3K
714 $18K
VNT
Vontier Corp

Technology
135
+ 5.02%
$33.03 - $40.45 $4.46K - $5.46K
2.82K $102K
HAYW
Hayward Holdings, Inc.

Industrials
748
+ 169.23%
$14.5 - $16.6 $10.8K - $12.4K
1.19K $18K
PCOR
Procore Technologies, Inc.

Technology
147
+ 334.09%
$58.8 - $85.72 $8.64K - $12.6K
191 $14K
ESLT
Elbit Systems LTD

Industrials
20
+ 17.7%
$201.1 - $263.5 $4.02K - $5.27K
133 $34K
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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