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
DFAS
Dimensional ETF Tr U S Small C

ETFs
13K
+ 22.12%
$63.58 - $71.15 $825K - $923K
71.6K $4.66M
NFLX
Netflix Inc

Communication Services
65
+ 1.48%
$687.65 - $936.56 $44.7K - $60.9K
4.45K $3.96M
AVDE
American Centy ETF Tr Avantis

ETFs
18K
+ 37.79%
$60.9 - $66.69 $1.09M - $1.2M
65.5K $4.02M
ET
Energy Transfer LP

Energy
39.2K
+ 230.05%
$16.05 - $19.86 $629K - $779K
56.2K $1.1M
FANG
Diamondback Energy, Inc.

Energy
5.75K
+ 36.58%
$153.06 - $199.5 $881K - $1.15M
21.5K $3.52M
DFAE
Dimensional ETF Tr

ETFs
31.6K
+ 53618.64%
$25.36 - $28.15 $802K - $891K
31.7K $803K
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.2K
+ 108.89%
$71.75 - $75.11 $807K - $845K
21.6K $1.55M
CRM
Salesforce, Inc.

Technology
1.07K
+ 16.87%
$270.87 - $367.87 $290K - $394K
7.43K $2.48M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.8K
+ 67.79%
$49.79 - $51.14 $737K - $757K
36.7K $1.84M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.41K
+ 6.06%
$34.49 - $39.24 $325K - $369K
165K $6.12M
SUB
Ishares Short Term National Mu

ETFs
6.61K
+ 47.98%
$104.94 - $106.2 $693K - $702K
20.4K $2.15M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.1K
+ 865.43%
$33.77 - $44.09 $678K - $885K
22.4K $759K
VSLU
ETF Opportunities Tr Applied F
16.7K
+ 23.85%
$35.67 - $37.88 $595K - $632K
86.6K $3.17M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
16.8K
+ 17.0%
$42.7 - $46.33 $718K - $779K
116K $4.96M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.3K
+ 1021.56%
$36.54 - $37.53 $594K - $610K
17.8K $656K
VBR
Vanguard Small Cap Value ETF

ETFs
3.06K
+ 21.98%
$197.36 - $217.3 $603K - $664K
17K $3.36M
FLEE
Franklin Templeton ETF Tr

ETFs
23.1K
+ 100.71%
$27.72 - $30.7 $641K - $709K
46.1K $1.28M
BNDX
Vanguard Total International B

ETFs
19.9K
+ 5.79%
$48.91 - $50.61 $971K - $1.01M
363K $17.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
299
+ 1.91%
$370.24 - $418.94 $111K - $125K
16K $6.41M
XLF
Financial Sector Spdr

ETFs
8.94K
+ 38.2%
$44.89 - $51.34 $401K - $459K
32.3K $1.56M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.38K
+ 6.06%
$61.52 - $66.5 $331K - $358K
94.1K $6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.18K
+ 115.05%
$96.64 - $101.23 $501K - $525K
9.69K $938K
CIEN
Ciena Corp

Technology
627
+ 3.51%
$61.45 - $91.14 $38.5K - $57.1K
18.5K $1.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 10.68%
$57.53 - $60.83 $671K - $710K
121K $6.96M
GGAL
Grupo Financiero Galicia Sa

Financial Services
7.29K
+ 60716.67%
$41.94 - $68.72 $306K - $501K
7.3K $454K
GS
Goldman Sachs Group Inc

Financial Services
119
+ 2.46%
$486.1 - $608.57 $57.8K - $72.4K
4.95K $2.84M
AVUV
American Centy ETF Tr Avantis

ETFs
4.4K
+ 30.84%
$94.37 - $106.41 $416K - $469K
18.7K $1.8M
MS
Morgan Stanley

Financial Services
1.27K
+ 10.63%
$104.42 - $134.99 $132K - $171K
13.2K $1.65M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
16.1K
+ 38.56%
$25.33 - $27.57 $408K - $444K
57.9K $1.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.11K
+ 683.17%
$45.39 - $62.98 $322K - $447K
8.15K $462K
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 167.59%
$24.25 - $26.7 $431K - $474K
28.4K $696K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.21K
+ 10.86%
$50.73 - $51.08 $416K - $419K
83.8K $4.26M
FNX
First Tr Mid Cap Core Alphadex

ETFs
3.47K
+ 28933.33%
$114.77 - $127.28 $398K - $442K
3.48K $403K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.01K
+ 11.99%
$172.07 - $207.36 $174K - $210K
9.46K $1.87M
PAM
Pampa Energy Inc.

Utilities
4.05K
+ 306.13%
$59.98 - $91.79 $243K - $371K
5.37K $472K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.43K
+ 43.81%
$58.88 - $64.8 $496K - $546K
27.7K $1.63M
IEFA
Ishares Tr

ETFs
6.41K
+ 74.32%
$70.06 - $77.43 $449K - $496K
15K $1.06M
BA
Boeing CO

Industrials
1.27K
+ 20.87%
$138.14 - $180.72 $175K - $229K
7.35K $1.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.04K
+ 12.56%
$126.68 - $134.74 $385K - $409K
27.2K $3.47M
WFC
Wells Fargo & Company

Financial Services
855
+ 4.13%
$54.98 - $77.35 $47K - $66.1K
21.6K $1.52M
KEX
Kirby Corp

Industrials
4.63K
+ 51.87%
$104.14 - $130.55 $482K - $604K
13.5K $1.43M
SAP
Sap Se

Technology
1.26K
+ 89.88%
$218.13 - $255.54 $275K - $322K
2.66K $655K
FLJP
Franklin Templeton ETF Tr

ETFs
12.5K
+ 81.97%
$28.25 - $30.5 $354K - $382K
27.8K $795K
DIHP
Dimensional ETF Tr Dimensional

ETFs
20.3K
+ 27.49%
$25.15 - $27.57 $509K - $558K
93.9K $2.37M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.51K
+ 31.24%
$40.26 - $42.88 $343K - $365K
35.8K $1.45M
PANW
Palo Alto Networks Inc

Technology
11.6K
+ 102.84%
$181.96 - $405.9 $2.11M - $4.71M
22.9K $4.16M
PNFP
Pinnacle Financial Partners Inc

Financial Services
20
+ 0.11%
$92.95 - $129.87 $1.86K - $2.6K
18K $2.06M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
24.1K
+ 318.02%
$9.95 - $12.23 $240K - $295K
31.7K $372K
EQIX
Equinix Inc

Real Estate
299
+ 128.88%
$865.69 - $985.0 $259K - $295K
531 $500K
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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