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
Pimco Multisector Bond Active Exchange Traded Fund
13.5K
+ 20.83%
N/A
78.5K $0
Sharkninja Inc Com Shs
14
+ 66.67%
N/A
35 $0
Liberty Media Corp Del Com Lbty Liv S C
27
+ 24.32%
N/A
138 $0
Avantis Moderate Allocation ETF
36
+ 33.33%
N/A
144 $0
OFG
Ofg Bancorp

Financial Services
15
+ 6.0%
$38.97 - $46.72 $585 - $701
265 $11K
AHH
Armada Hoffler Properties, Inc.

Real Estate
10
+ 5.49%
$10.06 - $11.26 $101 - $113
192 $1K
Dimensional Us Core Equity 1 ETF
15.5K
+ 14.4%
N/A
123K $0
Arm Holdings PLC Sponsored Ads
25
+ 75.76%
N/A
58 $0
Maplebear Inc Com
33
+ 26.4%
N/A
158 $0
Veralto Corp Com Shs
213
+ 25.33%
N/A
1.05K $0
Sovereigns Capital Flourish Fund
59.7K
+ 8.77%
N/A
740K $0
Lazard Inc Com
107
+ 164.62%
N/A
172 $0
Sinclair Inc Cl A
35
+ 18.52%
N/A
224 $0
Ncr Atleos Corporation Com Shs
30
+ 11.36%
N/A
294 $0
Tbg Dividend Focus ETF
2.06K
+ 21.88%
N/A
11.5K $0
Dimensional Global Ex Us Core Fixed Income ETF
2.68K
+ 14.58%
N/A
21K $0
Dimensional Global Credit ETF
4.59K
+ 22.15%
N/A
25.3K $0
Fidelity Enhanced Large Cap Growth ETF
269
+ 2.93%
N/A
9.46K $0
Fidelity Enhanced Small Cap ETF
6
+ 0.5%
N/A
1.2K $0
COTY
Coty Inc.

Consumer Defensive
264
+ 38.65%
$6.92 - $9.36 $1.83K - $2.47K
947 $6K
Arcadium Lithium PLC Com Shs
429
+ 22.03%
N/A
2.38K $0
Fidelity Wise Origin Bitcoin Fund
13.8K
+ 4.37%
N/A
329K $0
Ark 21 Shares Bitcoin ETF Ben Of Int
4.15K
+ 1058.67%
N/A
4.54K $0
Vaneck Bitcoin ETF
55
+ 55.0%
N/A
155 $0
Core Scientific Inc New Com
91
+ 185.71%
N/A
140 $0
CYTK
Cytokinetics Inc

Healthcare
13
+ 34.21%
$46.36 - $58.62 $603 - $762
51 $2K
American Healthcare Reit Inc Com Shs
12.9K
+ 9.45%
N/A
149K $0
Astera Labs Inc Com
103
+ 858.33%
N/A
115 $0
Solventum Corp Com Shs
223
+ 48.06%
N/A
687 $0
Ge Vernova Inc Com
745
+ 57.93%
N/A
2.03K $0
HEIA
Heico Crp Cl A
40
+ 47.06%
N/A
125 $0
Expro Group Holdings Nv Com
139
+ 20.41%
N/A
820 $0
FNDA
Schwab Fundamental U S Small C

ETFs
565
+ 100.0%
$29.26 - $59.11 $16.5K - $33.4K
1.13K $33K
Viking Holdings LTD Ord Shs
413
+ 635.38%
N/A
478 $0
FNDX
Schwab Fundamental U S Large C

ETFs
200
+ 200.0%
$23.49 - $71.77 $4.7K - $14.4K
300 $7K
Veren Inc Com New
2.66K
+ 80.55%
N/A
5.95K $0
CVLT
Commvault Systems Inc

Technology
4
+ 6.67%
$132.26 - $177.6 $529 - $710
64 $9K
Grail Inc Com
209
+ 302.9%
N/A
278 $0
Smurfit Westrock PLC Shs
18
+ 0.41%
N/A
4.46K $0
RMAX
Re/Max Holdings, Inc.

Real Estate
7
+ 3.23%
$10.63 - $14.04 $74.4 - $98.3
224 $2K
Lineage Inc Com
239
+ 3983.33%
N/A
245 $0
CLNE
Clean Energy Fuels Corp.

Energy
84
+ 38.89%
$2.49 - $3.26 $209 - $274
300 $0
Siriusxm Holdings Inc Common Stock
262
+ 31.8%
N/A
1.09K $0
Amentum Holdings Inc Com
730
+ 22.48%
N/A
3.98K $0
BHR
Braemar Hotels & Resorts Inc.

Real Estate
14
+ 2.59%
$2.76 - $3.76 $38.6 - $52.6
554 $1K
TIPT
Tiptree Inc.

Financial Services
26
+ 40.63%
$19.02 - $22.95 $495 - $597
90 $1K
LAMR
Lamar Advertising CO

Real Estate
13
+ 9.92%
$121.37 - $138.11 $1.58K - $1.8K
144 $17K
Bunge Global Sa Com Shs
88
+ 55.0%
N/A
248 $0
Amc Entmt Hldgs Inc Cl A New
30
+ 500.0%
N/A
36 $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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