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
CGCP
Capital Group Core Plus Income

ETFs
13.5K
+ 11.23%
$22.12 - $23.31 $298K - $314K
133K $3.09M
VT
Vanguard Total World Stk Index

ETFs
2.23K
+ 10.51%
$107.72 - $119.96 $241K - $268K
23.5K $2.81M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.39K
+ 19.24%
$49.82 - $52.8 $318K - $337K
39.6K $2.08M
JNJ
Johnson & Johnson

Healthcare
725
+ 3.94%
$145.48 - $167.38 $105K - $121K
19.1K $3.1M
LMT
Lockheed Martin Corp

Industrials
95
+ 3.15%
$460.3 - $584.56 $43.7K - $55.5K
3.12K $1.82M
AM
Antero Midstream Corp

Energy
25.8K
+ 421.97%
$13.39 - $15.16 $346K - $392K
32K $480K
MGV
Vanguard Mega Cap Value

ETFs
42
+ 0.11%
$118.0 - $128.28 $4.96K - $5.39K
39.3K $5.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.21K
+ 12.88%
$57.32 - $62.65 $241K - $264K
36.9K $2.3M
ABT
Abbott Laboratories

Healthcare
1.11K
+ 4.47%
$100.07 - $118.13 $111K - $131K
25.9K $2.96M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.89K
+ 2.92%
$25.36 - $28.37 $98.7K - $110K
137K $3.86M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
11K
+ 3.88%
N/A
295K $9.31M
PNFP
Pinnacle Financial Partners Inc

Financial Services
100
+ 0.56%
$76.97 - $100.56 $7.7K - $10.1K
18K $1.76M
OLED
Universal Display Corp Pa

Technology
1.57K
+ 5829.63%
$157.72 - $236.42 $248K - $372K
1.6K $336K
JPM
Jpmorgan Chase & CO

Financial Services
288
+ 0.91%
$194.9 - $224.8 $56.1K - $64.7K
31.9K $6.72M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.64K
+ 65.09%
$136.93 - $162.81 $224K - $267K
4.16K $667K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
10.8K
+ 55.35%
$21.72 - $25.05 $235K - $271K
30.4K $744K
BERY
Berry Global Group, Inc.

Consumer Cyclical
666
+ 2.36%
$58.01 - $69.08 $38.6K - $46K
28.9K $1.97M
WSO
Watsco Inc

Industrials
400
+ 10.78%
$448.73 - $519.89 $179K - $208K
4.11K $2.02M
IDV
Ishares Tr

ETFs
26
+ 0.02%
$27.62 - $30.64 $718 - $797
117K $3.55M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.92K
+ 25.77%
$57.22 - $80.08 $110K - $154K
9.37K $731K
DFAX
Dimensional ETF Tr
6.65K
+ 9.04%
$24.29 - $27.25 $161K - $181K
80.2K $2.17M
KEX
Kirby Corp

Industrials
2.27K
+ 34.15%
$107.57 - $129.59 $244K - $294K
8.92K $1.09M
AMH
American Homes 4 Rent

Real Estate
1.68K
+ 0.9%
$34.87 - $41.14 $58.5K - $69K
188K $7.21M
LDOS
Leidos Holdings, Inc.

Technology
1.73K
+ 482.4%
$142.66 - $163.02 $246K - $282K
2.09K $339K
KO
Coca Cola CO

Consumer Defensive
2.49K
+ 19.14%
$62.69 - $73.01 $156K - $182K
15.5K $1.11M
GE
General Electric CO

Industrials
651
+ 12.15%
$156.66 - $189.66 $102K - $123K
6.01K $1.13M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.19K
+ 23.54%
$37.98 - $41.19 $197K - $214K
27.3K $1.12M
CGDV
Capital Group Divid Value ETF

ETFs
1.93K
+ 3.4%
$32.96 - $36.48 $63.6K - $70.4K
58.7K $2.14M
NOW
Service Now, Inc.

Technology
194
+ 23.8%
$730.87 - $937.36 $142K - $182K
1.01K $902K
SBUX
Starbucks Corp

Consumer Cyclical
108
+ 0.86%
$72.51 - $98.6 $7.83K - $10.6K
12.7K $1.24M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.65K
+ 8.31%
$25.23 - $27.94 $143K - $158K
73.7K $2.04M
CEG
Constellation Energy Corp

Utilities
266
+ 8.9%
$167.08 - $262.86 $44.4K - $69.9K
3.25K $846K
DFIV
Dimensional ETF Tr

ETFs
615
+ 0.59%
$34.66 - $38.38 $21.3K - $23.6K
105K $4.01M
ACN
Accenture PLC

Technology
59
+ 1.31%
$295.44 - $355.81 $17.4K - $21K
4.55K $1.61M
DFAT
Dimensional ETF Tr U S Target

ETFs
702
+ 1.28%
$51.0 - $57.07 $35.8K - $40.1K
55.7K $3.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.18K
+ 11.63%
$105.53 - $118.34 $124K - $140K
11.3K $1.32M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.74K
+ 6.69%
$50.63 - $51.11 $240K - $242K
75.6K $3.86M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.67K
+ 2256.76%
$126.87 - $148.36 $212K - $248K
1.74K $229K
WPC
W. P. Carey Inc.

Real Estate
858
+ 3.76%
$54.63 - $63.96 $46.9K - $54.9K
23.7K $1.48M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.36K
+ 11.85%
$114.73 - $120.23 $156K - $163K
12.8K $1.53M
AYI
Acuity Brands Inc

Industrials
728
+ 2080.0%
$222.88 - $275.47 $162K - $201K
763 $210K
DUK
Duke Energy Corp

Utilities
231
+ 1.98%
$99.35 - $117.71 $22.9K - $27.2K
11.9K $1.37M
XOM
Exxon Mobil Corp

Energy
1.15K
+ 3.89%
$109.72 - $119.0 $126K - $136K
30.6K $3.59M
NKE
Nike, Inc.

Consumer Cyclical
417
+ 3.41%
$71.09 - $89.44 $29.6K - $37.3K
12.6K $1.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.09K
+ 14.83%
$147.95 - $191.05 $161K - $208K
8.45K $1.47M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.74K
+ 75.06%
$44.65 - $47.21 $167K - $177K
8.73K $408K
SHW
Sherwin Williams CO

Basic Materials
110
+ 6.56%
$294.65 - $384.0 $32.4K - $42.2K
1.79K $681K
PM
Philip Morris International Inc.

Consumer Defensive
341
+ 4.98%
$101.25 - $127.45 $34.5K - $43.5K
7.19K $872K
ADP
Automatic Data Processing Inc

Industrials
370
+ 18.82%
$233.44 - $279.45 $86.4K - $103K
2.34K $646K
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
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