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
ERJ
Embraer S.A.

Industrials
7.82K
+ 680.0%
$32.46 - $40.0 $254K - $313K
8.97K $329K
VRNA
Verona Pharma PLC

Healthcare
5.96K
+ 3074.23%
$28.71 - $47.02 $171K - $280K
6.16K $285K
QFIN
360 Digi Tech, Inc.

Financial Services
7.14K
+ 4272.46%
$29.37 - $39.79 $210K - $284K
7.3K $280K
ETR
Entergy Corp

Utilities
4.25K
+ 484.83%
$73.19 - $156.4 $311K - $665K
5.13K $388K
DLR
Digital Realty Trust, Inc.

Real Estate
1.43K
+ 115.76%
$156.46 - $195.69 $223K - $279K
2.66K $470K
TPR
Tapestry, Inc.

Consumer Cyclical
620
+ 4.93%
$43.54 - $66.18 $27K - $41K
13.2K $861K
VTR
Ventas, Inc.

Real Estate
4.63K
+ 726.84%
$57.73 - $66.48 $267K - $308K
5.27K $310K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.51K
+ 22.16%
$113.92 - $127.38 $286K - $319K
13.8K $1.59M
UBS
Ubs Group Ag

Financial Services
8.77K
+ 138.33%
$29.78 - $33.08 $261K - $290K
15.1K $458K
TYL
Tyler Technologies Inc

Technology
450
+ 1666.67%
$576.64 - $635.69 $259K - $286K
477 $275K
VGT
Vanguard Information Technolog

ETFs
358
+ 43.5%
$571.78 - $647.97 $205K - $232K
1.18K $734K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.77K
+ 2.05%
$97.11 - $104.1 $269K - $288K
138K $13.5M
CSCO
Cisco Systems, Inc.

Technology
2.86K
+ 21.11%
$52.45 - $60.02 $150K - $172K
16.4K $972K
GLD
Spdr Gold Trust

ETFs
1.06K
+ 12.17%
$236.59 - $257.5 $251K - $273K
9.78K $2.37M
MSI
Motorola Solutions, Inc.

Technology
521
+ 98.12%
$449.08 - $504.6 $234K - $263K
1.05K $486K
VB
Vanguard Small Cap ETF

ETFs
253
+ 0.44%
$233.76 - $261.58 $59.1K - $66.2K
57.5K $13.8M
CPT
Camden Property Trust

Real Estate
2.07K
+ 324.57%
$112.52 - $127.03 $233K - $263K
2.71K $314K
HEI
Heico Corp

Industrials
982
+ 1785.45%
$237.06 - $279.02 $233K - $274K
1.04K $246K
SCHW
Schwab Charles Corp

Financial Services
313
+ 1.38%
$63.31 - $82.85 $19.8K - $25.9K
23K $1.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.24K
+ 6.95%
$94.43 - $105.47 $117K - $131K
19.1K $1.94M
SPGI
S&P Global Inc.

Financial Services
481
+ 74.23%
$480.36 - $529.17 $231K - $255K
1.13K $562K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4K
+ 3007.52%
$53.94 - $58.15 $216K - $233K
4.13K $233K
FSK
Fs Kkr Capital Corp

Financial Services
9.45K
+ 96.66%
$19.71 - $22.22 $186K - $210K
19.2K $417K
BAC
Bank Of America Corp

Financial Services
247
+ 0.49%
$39.22 - $47.77 $9.69K - $11.8K
50.5K $2.22M
MCK
Mckesson Corp

Healthcare
144
+ 7.73%
$482.27 - $628.5 $69.4K - $90.5K
2.01K $1.14M
BCS
Barclays PLC

Financial Services
16.4K
+ 362.11%
$11.65 - $13.67 $191K - $224K
21K $278K
T
At&T Inc.

Communication Services
8.79K
+ 30.51%
$21.22 - $23.88 $186K - $210K
37.6K $855K
CARG
Car Gurus, Inc.

Communication Services
6.07K
+ 202366.67%
$29.05 - $38.78 $176K - $235K
6.07K $221K
YMM
Full Truck Alliance Co. Ltd.

Technology
20.2K
+ 2104.9%
$8.25 - $12.28 $167K - $248K
21.1K $228K
PLD
Prologis, Inc.

Real Estate
2.26K
+ 228.92%
$101.4 - $126.96 $230K - $287K
3.25K $343K
SCHO
Schwab Short Term Us Treasury

ETFs
30.6K
+ 146.58%
$24.06 - $48.88 $737K - $1.5M
51.5K $1.24M
AVB
Avalonbay Communities Inc

Real Estate
1K
+ 132.58%
$216.28 - $237.81 $216K - $238K
1.76K $386K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
25.1K
+ 96.52%
$9.25 - $10.62 $232K - $266K
51K $495K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.27K
+ 8.77%
$38.17 - $42.95 $201K - $226K
65.4K $2.55M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.9K
+ 6.24%
$45.17 - $47.23 $628K - $656K
237K $10.7M
RMBS
Rambus Inc

Technology
3.98K
+ 3400.0%
$40.13 - $59.14 $160K - $235K
4.1K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
1.11K
+ 135.19%
$208.94 - $264.22 $233K - $294K
1.94K $407K
NOW
Service Now, Inc.

Technology
39
+ 3.87%
$867.18 - $1148.42 $33.8K - $44.8K
1.05K $1.11M
RELX
Relx PLC

Communication Services
4.82K
+ 83.33%
$44.45 - $48.63 $214K - $235K
10.6K $482K
PSA
Public Storage

Real Estate
731
+ 399.45%
$289.33 - $360.21 $212K - $263K
914 $273K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
14K
+ 608.86%
$12.27 - $15.41 $172K - $216K
16.3K $236K
PFN
Pimco Income Strategy Fund Ii

Financial Services
46.6K
+ 5.63%
$7.33 - $7.72 $342K - $360K
874K $6.51M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.85K
+ 666.91%
$87.56 - $119.8 $162K - $222K
2.13K $233K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
474
+ 37.12%
$417.69 - $450.94 $198K - $214K
1.75K $745K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.52K
+ 15.92%
$80.13 - $83.77 $282K - $295K
25.6K $2.06M
BKNG
Booking Holdings Inc.

Consumer Cyclical
24
+ 21.62%
$4100.99 - $5300.34 $98.4K - $127K
135 $670K
SBAC
Sba Communications Corp

Real Estate
1K
+ 1101.1%
$198.24 - $249.31 $199K - $250K
1.09K $222K
SE
Sea LTD

Consumer Cyclical
1.77K
+ 177.93%
$93.56 - $117.41 $166K - $208K
2.77K $294K
ERIC
Ericsson Lm Telephone CO

Technology
24.5K
+ 329.42%
$7.36 - $8.59 $181K - $211K
32K $257K
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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