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
HRI
Herc Holdings Inc

Industrials
17
+ 11.49%
$155.15 - $239.28 $2.64K - $4.07K
165 $31K
PK
Park Hotels & Resorts Inc.

Real Estate
516
+ 81.65%
$13.68 - $15.82 $7.06K - $8.16K
1.15K $16K
CACI
Caci International Inc

Technology
20
+ 117.65%
N/A
37 $15K
FE
Firstenergy Corp

Utilities
406
+ 23.87%
$39.14 - $44.52 $15.9K - $18.1K
2.11K $83K
ICL
Icl Group Ltd.

Basic Materials
960
+ 19.02%
$3.92 - $5.13 $3.76K - $4.92K
6.01K $29K
TSEM
Tower Semiconductor LTD

Technology
64
+ 10.58%
$41.03 - $52.93 $2.63K - $3.39K
669 $34K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
393
+ 79.39%
$26.77 - $30.82 $10.5K - $12.1K
888 $23K
TNL
Travel & Leisure Co.

Consumer Cyclical
105
+ 18.07%
$45.26 - $56.28 $4.75K - $5.91K
686 $34K
ALIT
Alight, Inc.

Technology
1.07K
+ 198.33%
$6.73 - $8.46 $7.19K - $9.04K
1.61K $11K
NABL
N Able, Inc.

Technology
1.07K
+ 183.48%
$9.34 - $12.72 $9.96K - $13.6K
1.65K $15K
PBF
Pbf Energy Inc.

Energy
614
+ 33.21%
$25.15 - $33.71 $15.4K - $20.7K
2.46K $65K
DRI
Darden Restaurants Inc

Consumer Cyclical
9
+ 2.88%
$155.96 - $188.66 $1.4K - $1.7K
321 $59K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
41
+ 28.67%
$174.04 - $205.27 $7.14K - $8.42K
184 $33K
EXLS
Exl Service Holdings, Inc.

Technology
157
+ 70.4%
$38.1 - $47.02 $5.98K - $7.38K
380 $16K
COLM
Columbia Sportswear CO

Consumer Cyclical
91
+ 77.78%
$75.7 - $90.71 $6.89K - $8.25K
208 $17K
HI
Hillenbrand, Inc.

Industrials
244
+ 182.09%
$25.38 - $34.77 $6.19K - $8.48K
378 $11K
A
Agilent Technologies, Inc.

Healthcare
145
+ 17.86%
$125.69 - $146.56 $18.2K - $21.3K
957 $128K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
109
+ 57.67%
$97.29 - $122.68 $10.6K - $13.4K
298 $29K
IONS
Ionis Pharmaceuticals Inc

Healthcare
230
+ 96.64%
$33.73 - $40.36 $7.76K - $9.28K
468 $16K
ARCH
Arch Resources, Inc.

Energy
47
+ 95.92%
$134.17 - $175.55 $6.31K - $8.25K
96 $13K
STLD
Steel Dynamics Inc

Basic Materials
67
+ 10.01%
N/A
736 $72K
SJM
J M Smucker CO

Consumer Defensive
85
+ 32.2%
$106.92 - $121.75 $9.09K - $10.3K
349 $38K
TGNA
Tegna Inc

Communication Services
115
+ 7.0%
$15.25 - $19.32 $1.75K - $2.22K
1.76K $32K
ORN
Orion Group Holdings Inc

Industrials
52
+ 1.3%
$5.35 - $9.0 $278 - $468
4.05K $30K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
436
+ 6.65%
$24.61 - $25.12 $10.7K - $11K
7K $172K
IRDM
Iridium Communications Inc.

Communication Services
235
+ 94.76%
$27.32 - $33.54 $6.42K - $7.88K
483 $14K
LBRT
Liberty Energy Inc.

Energy
307
+ 42.34%
$16.68 - $20.84 $5.12K - $6.4K
1.03K $20K
VFC
V F Corp

Consumer Cyclical
116
+ 4.07%
$16.7 - $22.59 $1.94K - $2.62K
2.97K $63K
KGC
Kinross Gold Corp

Basic Materials
765
+ 63.17%
$9.03 - $10.75 $6.91K - $8.22K
1.98K $18K
VIST
Vista Energy, S.A.B. De C.V.

Energy
3
+ 0.46%
$45.39 - $58.41 $136 - $175
650 $35K
DT
Dynatrace, Inc.

Technology
118
+ 132.58%
$51.09 - $59.6 $6.03K - $7.03K
207 $11K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
178
+ 217.07%
$40.97 - $42.66 $7.29K - $7.59K
260 $10K
WEN
Wendy'S CO

Consumer Cyclical
475
+ 243.59%
$16.26 - $20.42 $7.72K - $9.7K
670 $10K
DOCS
Doximity, Inc.

Healthcare
90
+ 40.54%
$41.25 - $61.25 $3.71K - $5.51K
312 $16K
PECO
Phillips Edison & Company, Inc.

Real Estate
182
+ 12.58%
$35.96 - $39.8 $6.54K - $7.24K
1.63K $61K
SLVM
Sylvamo Corp

Basic Materials
125
+ 39.56%
$78.56 - $95.69 $9.82K - $12K
441 $34K
HAFC
Hanmi Financial Corp

Financial Services
218
+ 59.08%
$18.03 - $26.84 $3.93K - $5.85K
587 $13K
MPLX
Mplx LP

Energy
85
+ 11.56%
$43.77 - $51.66 $3.72K - $4.39K
820 $39K
CSQ
Calamos Strategic Total Return Fund

Financial Services
20
+ 0.11%
$17.14 - $18.44 $343 - $369
18.6K $329K
EOG
Eog Resources Inc

Energy
76
+ 1.24%
$118.22 - $136.54 $8.98K - $10.4K
6.19K $758K
ABBV
Abb Vie Inc.

Healthcare
1.12K
+ 11.54%
$164.99 - $203.87 $185K - $228K
10.8K $1.92M
SBSW
Sibanye Stillwater LTD

Basic Materials
2.57K
+ 191.51%
$3.24 - $5.22 $8.33K - $13.4K
3.91K $12K
VOYA
Voya Financial, Inc.

Financial Services
107
+ 187.72%
$65.93 - $83.9 $7.05K - $8.98K
164 $11K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
46
+ 766.67%
$134.53 - $150.65 $6.19K - $6.93K
52 $7K
ESGR
Enstar Group LTD

Financial Services
20
+ 250.0%
$319.78 - $326.85 $6.4K - $6.54K
28 $9K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
215
+ 56.28%
$34.01 - $41.29 $7.31K - $8.88K
597 $20K
FAF
First American Financial Corp

Financial Services
117
+ 185.71%
$61.55 - $70.63 $7.2K - $8.26K
180 $11K
RGLD
Royal Gold Inc

Basic Materials
54
+ 72.0%
$131.05 - $154.26 $7.08K - $8.33K
129 $17K
CUZ
Cousins Properties Inc

Real Estate
169
+ 19.98%
$28.63 - $31.94 $4.84K - $5.4K
1.02K $31K
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
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