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
UMBF
Umb Financial Corp

Financial Services
34
+ 36.17%
$101.15 - $127.6 $3.44K - $4.34K
128 $14K
FOLD
Amicus Therapeutics, Inc.

Healthcare
595
+ 99.33%
$9.36 - $12.01 $5.57K - $7.15K
1.19K $11K
MWA
Mueller Water Products, Inc.

Industrials
206
+ 182.3%
$21.37 - $25.97 $4.4K - $5.35K
319 $7K
URBN
Urban Outfitters Inc

Consumer Cyclical
45
+ 36.29%
$34.96 - $55.81 $1.57K - $2.51K
169 $9K
OGE
Oge Energy Corp.

Utilities
119
+ 31.73%
$39.65 - $44.08 $4.72K - $5.25K
494 $20K
ACGL
Arch Capital Group Ltd.

Financial Services
101
+ 40.56%
$88.71 - $114.86 $8.96K - $11.6K
350 $32K
ADC
Agree Realty Corp

Real Estate
92
+ 36.36%
$69.44 - $77.65 $6.39K - $7.14K
345 $24K
USA
Liberty All Star Equity Fund

Financial Services
1K
+ 11.11%
$6.82 - $7.46 $6.82K - $7.46K
10K $69K
NOV
Nov Inc.

Energy
512
+ 27.34%
$14.06 - $16.79 $7.2K - $8.6K
2.39K $34K
BKU
Bank United, Inc.

Financial Services
100
+ 18.52%
$34.61 - $43.2 $3.46K - $4.32K
640 $24K
NUVB
Nuvation Bio Inc.

Healthcare
329
+ 2.97%
$2.01 - $3.01 $661 - $990
11.4K $30K
CBZ
Cbiz, Inc.

Industrials
23
+ 10.41%
$63.78 - $83.43 $1.47K - $1.92K
244 $19K
VITL
Vital Farms, Inc.

Consumer Defensive
143
+ 1021.43%
$28.13 - $40.91 $4.02K - $5.85K
157 $5K
DINO
Hf Sinclair Corp

Energy
327
+ 53.87%
$33.69 - $47.67 $11K - $15.6K
934 $32K
S
Sentinel One, Inc.

Technology
222
+ 136.2%
$22.05 - $28.68 $4.9K - $6.37K
385 $8K
PYCR
Paycor Hcm, Inc.

Technology
257
+ 1511.76%
$13.11 - $20.35 $3.37K - $5.23K
274 $5K
FRSH
Freshworks Inc.

Technology
265
+ 91.38%
$10.88 - $17.02 $2.88K - $4.51K
555 $8K
TRMK
Trustmark Corp

Financial Services
125
+ 543.48%
$30.94 - $39.97 $3.87K - $5K
148 $5K
COOP
Mr. Cooper Group Inc.

Financial Services
3
+ 0.29%
$87.37 - $101.43 $262 - $304
1.05K $101K
SJNK
Spdr Bloomberg Short Term High

ETFs
181
+ 583.87%
$25.09 - $25.69 $4.54K - $4.65K
212 $5K
NU
Nu Holdings Ltd.

Financial Services
684
+ 126.2%
$10.24 - $15.89 $7K - $10.9K
1.23K $12K
ASC
Ardmore Shipping Corp

Industrials
549
+ 306.7%
$11.09 - $18.59 $6.09K - $10.2K
728 $8K
KLIC
Kulicke & Soffa Industries Inc

Technology
107
+ 764.29%
$42.42 - $50.54 $4.54K - $5.41K
121 $5K
BCPC
Balchem Corp

Basic Materials
31
+ 206.67%
$163.0 - $183.41 $5.05K - $5.69K
46 $7K
STM
St Microelectronics N.V.

Technology
402
+ 33.25%
$24.48 - $28.92 $9.84K - $11.6K
1.61K $40K
NICE
Nice Ltd.

Technology
29
+ 30.21%
$164.71 - $199.17 $4.78K - $5.78K
125 $21K
CNHI
Cnh Industrial N.V.

Industrials
499
+ 28.68%
N/A
2.24K $23K
KFY
Korn Ferry

Industrials
111
+ 28.98%
$66.56 - $79.4 $7.39K - $8.81K
494 $33K
ACM
Aecom

Industrials
50
+ 454.55%
$101.97 - $116.97 $5.1K - $5.85K
61 $6K
VFH
Vanguard Financial ETF

ETFs
19
+ 5.38%
$108.87 - $126.2 $2.07K - $2.4K
372 $43K
SAIC
Science Applications International Corp

Technology
167
+ 33.13%
$110.11 - $154.1 $18.4K - $25.7K
671 $75K
AGI
Alamos Gold Inc

Basic Materials
283
+ 128.64%
$17.54 - $21.38 $4.96K - $6.05K
503 $9K
TXN
Texas Instruments Inc

Technology
26
+ 0.62%
N/A
4.21K $819K
CTRE
Care Trust Reit, Inc.

Real Estate
221
+ 62.78%
$26.8 - $32.79 $5.92K - $7.25K
573 $15K
AEM
Agnico Eagle Mines LTD

Basic Materials
76
+ 18.63%
$75.99 - $88.85 $5.78K - $6.75K
484 $37K
LNT
Alliant Energy Corp

Utilities
99
+ 29.2%
$56.24 - $63.63 $5.57K - $6.3K
438 $25K
EEFT
Euronet Worldwide, Inc.

Technology
44
+ 38.94%
$96.0 - $106.61 $4.22K - $4.69K
157 $16K
IT
Gartner Inc

Technology
28
+ 7.07%
$481.22 - $551.8 $13.5K - $15.5K
424 $205K
PRGS
Progress Software Corp

Technology
71
+ 48.63%
$63.94 - $69.89 $4.54K - $4.96K
217 $14K
ROP
Roper Technologies Inc

Industrials
66
+ 8.13%
$519.85 - $575.95 $34.3K - $38K
878 $456K
IQLT
Ishares Msci Intl Quality Fact

ETFs
534
+ 15.44%
$37.12 - $41.23 $19.8K - $22K
3.99K $148K
VLGEA
Village Super Market Inc

Consumer Defensive
147
+ 19.97%
$28.36 - $33.32 $4.17K - $4.9K
883 $28K
STRA
Strategic Education, Inc.

Consumer Defensive
46
+ 19.41%
$85.85 - $101.62 $3.95K - $4.67K
283 $26K
PJT
Pjt Partners Inc.

Financial Services
29
+ 61.7%
$132.4 - $167.36 $3.84K - $4.85K
76 $11K
AROC
Archrock, Inc.

Energy
104
+ 34.78%
$19.92 - $26.66 $2.07K - $2.77K
403 $10K
LPX
Louisiana Pacific Corp

Industrials
50
+ 35.71%
$98.02 - $120.27 $4.9K - $6.01K
190 $19K
LRGF
Ishares Tr

ETFs
6
+ 0.26%
$58.25 - $63.26 $350 - $380
2.35K $141K
BAP
Credicorp LTD

Financial Services
17
+ 22.08%
$180.17 - $198.65 $3.06K - $3.38K
94 $17K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
7
+ 1.32%
$67.53 - $85.82 $473 - $601
538 $42K
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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