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
KRG
Kite Realty Group Trust

Real Estate
26
+ 4.48%
$24.49 - $27.85 $637 - $724
607 $15K
MORN
Morningstar, Inc.

Financial Services
1
+ 5.26%
$312.56 - $358.78 $313 - $359
20 $6K
MITK
Mitek Systems Inc

Technology
15
+ 500.0%
$8.39 - $11.45 $126 - $172
18 $0
Howard Hughes Holdings Inc Com
88
+ 146.67%
N/A
148 $0
SBRA
Sabra Health Care Reit, Inc.

Real Estate
67
+ 7.17%
$16.73 - $19.67 $1.12K - $1.32K
1K $17K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1
+ 0.78%
$102.46 - $110.17 $102 - $110
129 $13K
PHR
Phreesia, Inc.

Healthcare
6
+ 35.29%
$18.04 - $25.76 $108 - $155
23 $0
BAUG
Innovator U.S. Equity Buffer E
35
+ 0.27%
N/A
13.1K $0
CRNC
Cerence Inc.

Technology
31
+ 129.17%
$2.64 - $8.95 $81.8 - $277
55 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
686
+ 200.0%
$27.54 - $83.04 $18.9K - $57K
1.03K $28K
Advisorshares Ranger Equity Bear ETF
299
+ 5.95%
N/A
5.32K $0
BRP
Brp Group, Inc.

Financial Services
12
+ 100.0%
N/A
24 $0
PGNY
Progyny, Inc.

Healthcare
5
+ 15.63%
$13.67 - $17.25 $68.4 - $86.3
37 $0
AHCO
Adapt Health Corp.

Healthcare
2
+ 0.92%
$9.18 - $11.0 $18.4 - $22
220 $2K
KOP
Koppers Holdings Inc.

Basic Materials
3
+ 1.86%
$31.01 - $39.23 $93 - $118
164 $5K
Frontline PLC Com
105
+ 2.11%
N/A
5.09K $0
Mesoblast LTD Spons Adr
41
+ 55.41%
N/A
115 $0
Agenus Inc Com New
83
+ 251.52%
N/A
116 $0
SDGR
Schrodinger, Inc.

Healthcare
4
+ 23.53%
$16.98 - $22.57 $67.9 - $90.3
21 $0
IMVT
Immunovant, Inc.

Healthcare
3
+ 21.43%
N/A
17 $0
LZB
La Z Boy Inc

Consumer Cyclical
12
+ 5.69%
$38.05 - $46.11 $457 - $553
223 $9K
TG
Tredegar Corp

Industrials
28
+ 6.6%
$6.92 - $9.14 $194 - $256
452 $3K
SHYF
Shyft Group, Inc.

Industrials
6
+ 300.0%
$11.33 - $14.9 $68 - $89.4
8 $0
RAPT
Rapt Therapeutics, Inc.

Healthcare
421
+ 331.5%
$0.81 - $3.1 $341 - $1.31K
548 $0
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
17
+ 1700.0%
$33.05 - $43.75 $562 - $744
18 $0
ZI
Zoom Info Technologies Inc.

Technology
77
+ 75.49%
$9.44 - $13.08 $727 - $1.01K
179 $1K
RNA
Avidity Biosciences, Inc.

Healthcare
25
+ 113.64%
$29.08 - $52.5 $727 - $1.31K
47 $1K
OPEN
Opendoor Technologies Inc.

Real Estate
220
+ 916.67%
$1.6 - $2.34 $352 - $515
244 $0
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
10
+ 2.47%
$14.43 - $15.02 $144 - $150
415 $6K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
35
+ 24.48%
$41.59 - $49.7 $1.46K - $1.74K
178 $7K
JAMF
Jamf Holding Corp.

Technology
58
+ 644.44%
$14.05 - $17.71 $815 - $1.03K
67 $0
BCBP
Bcb Bancorp Inc

Financial Services
34
+ 5.44%
$11.63 - $13.55 $395 - $461
659 $7K
BFB
Brown Forman Corp Cl B
2.68K
+ 174.51%
N/A
4.22K $0
ARRY
Array Technologies, Inc.

Technology
23
+ 76.67%
$5.16 - $7.63 $119 - $175
53 $0
MSEX
Middlesex Water CO

Utilities
11
+ 26.83%
$52.63 - $69.7 $579 - $767
52 $2K
ALX
Alexanders Inc

Real Estate
1
+ 7.14%
$198.18 - $238.53 $198 - $239
15 $3K
FNB
Fnb Corp

Financial Services
22
+ 50.0%
$13.56 - $17.29 $298 - $380
66 $0
CATY
Cathay General Bancorp

Financial Services
12
+ 48.0%
$41.63 - $53.85 $500 - $646
37 $1K
LESL
Leslie'S, Inc.

Consumer Cyclical
92
+ 92.0%
$2.06 - $3.51 $190 - $323
192 $0
ADV
Advantage Solutions Inc.

Communication Services
91
+ 11.55%
$2.91 - $3.73 $265 - $339
879 $2K
LU
Lufax Holding LTD

Financial Services
137
+ 30.51%
$2.28 - $4.15 $312 - $569
586 $1K
Atlassian Corporation Cl A
229
+ 40.89%
N/A
789 $0
FNV
Franco Nevada Corp

Basic Materials
14
+ 6.09%
$113.26 - $137.22 $1.59K - $1.92K
244 $28K
LTC
Ltc Properties Inc

Real Estate
2
+ 0.53%
$34.42 - $39.44 $68.8 - $78.9
382 $13K
ERIE
Erie Indemnity CO

Financial Services
6
+ 25.0%
$401.65 - $542.86 $2.41K - $3.26K
30 $12K
BCAB
Bio Atla, Inc.

Healthcare
317
+ 96.35%
$0.59 - $2.37 $187 - $751
646 $0
NVAX
Novavax Inc

Healthcare
43
+ 143.33%
$7.22 - $14.68 $310 - $631
73 $0
SHLS
Shoals Technologies Group, Inc.

Technology
39
+ 95.12%
$4.15 - $6.14 $162 - $239
80 $0
Noble Corp PLC Ord Shs A
56
+ 215.38%
N/A
82 $0
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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