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
SBLK
Star Bulk Carriers Corp.

Industrials
200
+ 180.18%
$19.87 - $25.0 $3.97K - $5K
311 $7K
TDS
Telephone & Data Systems Inc

Communication Services
192
+ 48.98%
$19.05 - $24.64 $3.66K - $4.73K
584 $13K
UMC
United Microelectronics Corp

Technology
1.51K
+ 7.12%
$7.43 - $8.89 $11.2K - $13.4K
22.7K $190K
USFD
Us Foods Holding Corp.

Consumer Defensive
39
+ 15.0%
$50.06 - $62.82 $1.95K - $2.45K
299 $18K
MTN
Vail Resorts Inc

Consumer Cyclical
29
+ 193.33%
$167.58 - $188.32 $4.86K - $5.46K
44 $7K
VIAV
Viavi Solutions Inc.

Technology
138
+ 8.63%
$6.97 - $9.02 $962 - $1.24K
1.74K $15K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
185
+ 23.63%
$11.56 - $15.77 $2.14K - $2.92K
968 $15K
WBD
Warner Bros. Discovery, Inc.

Communication Services
457
+ 19.67%
$6.71 - $8.78 $3.07K - $4.01K
2.78K $22K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1K
+ 11.76%
$6.77 - $7.11 $6.77K - $7.11K
9.5K $64K
ADNT
Adient PLC

Consumer Cyclical
202
+ 20200.0%
$19.9 - $25.76 $4.02K - $5.2K
203 $4K
ARCC
Ares Capital Corp

Financial Services
125
+ 1.13%
$19.8 - $21.28 $2.48K - $2.66K
11.1K $233K
ASTS
Ast Space Mobile, Inc.

Communication Services
132
+ 240.0%
$10.72 - $38.6 $1.42K - $5.1K
187 $4K
AXNX
Axonics, Inc.

Healthcare
56
+ 800.0%
$67.3 - $69.67 $3.77K - $3.9K
63 $4K
BKU
Bank United, Inc.

Financial Services
17
+ 3.25%
$28.65 - $38.88 $487 - $661
540 $19K
BGNE
Bei Gene, Ltd.

Healthcare
13
+ 76.47%
$143.93 - $224.51 $1.87K - $2.92K
30 $6K
BIO
Bio Rad Laboratories, Inc.

Healthcare
7
+ 26.92%
$263.97 - $344.64 $1.85K - $2.41K
33 $11K
BOKF
Bok Financial Corp

Financial Services
32
+ 91.43%
$87.91 - $107.34 $2.81K - $3.43K
67 $7K
BRC
Brady Corp

Industrials
20
+ 8.23%
$64.54 - $76.61 $1.29K - $1.53K
263 $20K
BRSP
Bright Spire Capital, Inc.

Real Estate
915
+ 8.91%
$5.12 - $6.64 $4.68K - $6.08K
11.2K $62K
BNL
Broadstone Net Lease, Inc.

Real Estate
60
+ 5.54%
$15.64 - $18.95 $938 - $1.14K
1.14K $21K
BEPC
Brookfield Renewable Corp

Utilities
80
+ 21.68%
$26.92 - $32.89 $2.15K - $2.63K
449 $14K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
81
+ 22.19%
$33.2 - $41.73 $2.69K - $3.38K
446 $18K
CIG
Energy CO Of Minas Gerais

Utilities
643
+ 6.95%
$1.76 - $2.19 $1.13K - $1.41K
9.89K $20K
CNX
Cnx Resources Corp

Energy
65
+ 43.05%
$24.01 - $32.57 $1.56K - $2.12K
216 $7K
COLM
Columbia Sportswear CO

Consumer Cyclical
48
+ 69.57%
$76.16 - $83.74 $3.66K - $4.02K
117 $9K
CVLT
Commvault Systems Inc

Technology
12
+ 25.0%
$119.99 - $155.51 $1.44K - $1.87K
60 $9K
SID
National Steel CO

Basic Materials
1.91K
+ 7077.78%
$1.99 - $2.47 $3.8K - $4.72K
1.94K $4K
CPRT
Copart Inc

Consumer Cyclical
159
+ 6.61%
$49.19 - $55.54 $7.82K - $8.83K
2.56K $134K
CSGP
Costar Group, Inc.

Real Estate
50
+ 17.86%
$71.59 - $79.61 $3.58K - $3.98K
330 $24K
DAC
Danaos Corp

Industrials
54
+ 46.55%
$75.79 - $92.49 $4.09K - $4.99K
170 $14K
DEI
Douglas Emmett Inc

Real Estate
39
+ 4.92%
$13.22 - $17.58 $516 - $686
832 $14K
DUOL
Duolingo, Inc.

Technology
8
+ 38.1%
$158.85 - $287.54 $1.27K - $2.3K
29 $8K
ECC
Eagle Point Credit CO Inc.

Financial Services
500
+ 8.33%
$9.62 - $10.3 $4.81K - $5.15K
6.5K $64K
EMN
Eastman Chemical CO

Basic Materials
11
+ 5.42%
$93.82 - $113.74 $1.03K - $1.25K
214 $23K
EQH
Equitable Holdings, Inc.

Financial Services
7
+ 0.27%
$37.05 - $43.61 $259 - $305
2.62K $110K
FIBK
First Interstate Bancsystem Inc

Financial Services
95
+ 27.78%
$27.11 - $32.35 $2.58K - $3.07K
437 $13K
FTDR
Frontdoor, Inc.

Consumer Cyclical
27
+ 11.39%
$33.01 - $48.88 $891 - $1.32K
264 $12K
GFL
Gfl Environmental Inc.

Industrials
82
+ 40.0%
$37.64 - $43.49 $3.09K - $3.57K
287 $11K
GRAB
Grab Holdings LTD

Technology
897
+ 40.68%
$3.12 - $3.86 $2.8K - $3.46K
3.1K $11K
GEF
Greif, Inc

Consumer Cyclical
56
+ 75.68%
$56.02 - $66.68 $3.14K - $3.73K
130 $8K
HLNE
Hamilton Lane Inc

Financial Services
18
+ 51.43%
$123.12 - $168.4 $2.22K - $3.03K
53 $8K
HTZ
Hertz Global Holdings, Inc

Industrials
1.48K
+ 35.74%
$2.62 - $4.55 $3.87K - $6.72K
5.61K $18K
HOLX
Hologic Inc

Healthcare
17
+ 5.5%
$73.48 - $83.64 $1.25K - $1.42K
326 $26K
INSP
Inspire Medical Systems, Inc.

Healthcare
6
+ 15.0%
$125.79 - $216.71 $755 - $1.3K
46 $9K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.49%
$178.94 - $207.0 $716 - $828
818 $164K
JEF
Jefferies Financial Group Inc.

Financial Services
25
+ 10.92%
$49.97 - $62.49 $1.25K - $1.56K
254 $15K
KEY
Keycorp

Financial Services
132
+ 12.48%
$13.95 - $17.34 $1.84K - $2.29K
1.19K $19K
LIVN
Liva Nova PLC

Healthcare
75
+ 170.45%
$43.38 - $54.59 $3.25K - $4.09K
119 $6K
TIGO
Millicom International Cellular Sa

Communication Services
71
+ 8.83%
$24.2 - $28.65 $1.72K - $2.03K
875 $23K
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email