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
CSAN
Cosan S.A.

Energy
272
+ 109.24%
$5.37 - $9.88 $1.46K - $2.69K
521 $2K
CRCT
Cricut, Inc.

Technology
65
+ 33.51%
$5.05 - $6.92 $328 - $450
259 $1K
ASTS
Ast Space Mobile, Inc.

Communication Services
28
+ 14.97%
$21.1 - $28.49 $591 - $798
215 $4K
LCTD
Blackrock ETF World Ex Us Carb
343
+ 7.41%
N/A
4.97K $0
VAL
Valaris LTD

Energy
98
+ 29.61%
$40.92 - $56.38 $4.01K - $5.53K
429 $18K
LFST
Life Stance Health Group, Inc.

Healthcare
11
+ 9.73%
$6.67 - $7.75 $73.4 - $85.3
124 $0
QCRH
Qcr Holdings Inc

Financial Services
9
+ 900.0%
$72.35 - $93.84 $651 - $845
10 $0
STGW
Stagwell Inc

Communication Services
81
+ 1350.0%
$6.15 - $8.1 $498 - $656
87 $0
PRCT
Procept Bio Robotics Corp

Healthcare
4
+ 26.67%
$67.27 - $99.45 $269 - $398
19 $1K
WRBY
Warby Parker Inc.

Healthcare
12
+ 1200.0%
$15.04 - $25.72 $180 - $309
13 $0
DWAC
Digital World Acquisition Corp.

Financial Services
6
+ 0.19%
N/A
3.1K $0
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
30
+ 9.55%
$21.88 - $26.03 $656 - $781
344 $7K
DTC
Solo Brands, Inc.

Consumer Cyclical
16
+ 6.02%
$1.03 - $1.46 $16.5 - $23.4
282 $0
TCPC
Black Rock Tcp Capital Corp.

Financial Services
1
+ 0.13%
$7.8 - $9.54 $7.8 - $9.54
751 $6K
BSAC
Banco Santander Chile

Financial Services
26
+ 17.45%
$18.6 - $20.89 $484 - $543
175 $3K
REI
Ring Energy, Inc.

Energy
3
+ 1.1%
$1.22 - $1.8 $3.66 - $5.4
276 $0
MATX
Matson, Inc.

Industrials
5
+ 4.63%
$131.18 - $167.37 $656 - $837
113 $15K
Healthcare Rlty Tr Cl A Com
9.5K
+ 327.61%
N/A
12.4K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
470
+ 15.35%
N/A
3.53K $0
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
1
+ 0.4%
$34.1 - $36.82 $34.1 - $36.8
254 $8K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
3
+ 0.54%
$32.51 - $34.98 $97.5 - $105
557 $18K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
126
+ 0.5%
N/A
25.3K $0
CGMU
Capital Group Core Plus Income
4.51K
+ 19.16%
N/A
28K $0
Canadian Pacific Kansas City Com
47
+ 10.02%
N/A
516 $0
Flagstar Financial Inc Com New
13
+ 14.44%
N/A
103 $0
F&G Annuities & Life Inc Common Stock
22
+ 5.0%
N/A
462 $0
Dimensional Global Real Estate ETF
38.5K
+ 198.27%
N/A
58K $0
Dimensional Us Large Cap Value ETF
2.78K
+ 234.77%
N/A
3.97K $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
36
+ 2.27%
N/A
1.62K $0
PRDO
Perdoceo Education Corp

Consumer Defensive
11
+ 23.91%
$20.61 - $28.08 $227 - $309
57 $1K
Ge Healthcare Technologies Inc Common Stock
484
+ 30.06%
N/A
2.09K $0
CSGS
Csg Systems International Inc

Technology
8
+ 17.02%
$46.59 - $56.23 $373 - $450
55 $2K
Vitesse Energy Inc Common Stock
179
+ 205.75%
N/A
266 $0
PRTA
Prothena Corp Public LTD CO

Healthcare
9
+ 9.47%
$11.95 - $18.35 $108 - $165
104 $1K
OC
Owens Corning

Industrials
7
+ 6.03%
$169.41 - $210.81 $1.19K - $1.48K
123 $20K
Nextracker Inc Class A Com
168
+ 103.07%
N/A
331 $0
Ea Bridgeway Omni Small Cap Value ETF
13.4K
+ 2.37%
N/A
578K $0
Crane Company Common Stock
33
+ 84.62%
N/A
72 $0
PRG
Prog Holdings, Inc.

Industrials
12
+ 8.89%
$41.69 - $49.65 $500 - $596
147 $6K
Kenvue Inc Com
249
+ 5.22%
N/A
5.02K $0
NWN
Northwest Natural Holding CO

Utilities
15
+ 4.34%
$38.42 - $43.85 $576 - $658
361 $14K
Teekay Corporation LTD Shs
99
+ 11.45%
N/A
964 $0
Talen Energy Corp Com
4
+ 36.36%
N/A
15 $0
VTOL
Bristow Group Inc.

Energy
4
+ 10.26%
$32.54 - $38.29 $130 - $153
43 $1K
Atmus Filtration Technologies Com
96
+ 34.04%
N/A
378 $0
Knife River Corp Common Stock
16
+ 3.35%
N/A
493 $0
Ishares Flexible Income Active ETF
3.3K
+ 56.81%
N/A
9.1K $0
HYLS
First Tr Tactical High Yield L

ETFs
1
+ 2.86%
$41.29 - $42.03 $41.3 - $42
36 $1K
Jacobs Solutions Inc Com
18
+ 0.45%
N/A
4K $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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