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
BCYC
Bicycle Therapeutics PLC

Healthcare
4
+ 20.0%
$13.81 - $27.5 $55.2 - $110
24 $0
DADA
Dada Nexus LTD

Consumer Cyclical
9
+ 0.93%
$1.21 - $2.49 $10.9 - $22.4
973 $1K
HGTY
Hagerty, Inc.

Financial Services
77
+ 8.21%
$9.57 - $11.95 $737 - $920
1.02K $9K
MOMO
Hello Group Inc.

Communication Services
57
+ 12.93%
$6.32 - $7.86 $360 - $448
498 $3K
Fortuna Mng Corp Com New
31
+ 1.44%
N/A
2.19K $0
TNET
Trinet Group, Inc.

Industrials
3
+ 100.0%
$80.31 - $98.2 $241 - $295
6 $0
TREE
Lending Tree, Inc.

Financial Services
4
+ 9.3%
$38.27 - $62.0 $153 - $248
47 $1K
ATI
Allegheny Technologies Inc

Industrials
288
+ 19.99%
$52.71 - $65.96 $15.2K - $19K
1.73K $95K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
10
+ 2.46%
$31.92 - $36.14 $319 - $361
416 $13K
SIMO
Silicon Motion Technology Corp

Technology
3
+ 1.48%
$51.13 - $61.14 $153 - $183
206 $11K
ROCK
Gibraltar Industries, Inc.

Industrials
21
+ 10.4%
$58.67 - $73.99 $1.23K - $1.55K
223 $13K
EMTL
Spdr Doubleline Emerging Marke

ETFs
1
+ 0.62%
$42.03 - $43.34 $42 - $43.3
162 $6K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1
+ 0.31%
$46.96 - $51.46 $47 - $51.5
322 $15K
IDEV
Ishares Core Msci Intl Develop

ETFs
3
+ 3.33%
$64.18 - $70.42 $193 - $211
93 $5K
AVY
Avery Dennison Corp

Industrials
10
+ 10.87%
$186.26 - $220.48 $1.86K - $2.2K
102 $19K
BXP
Boston Properties Inc

Real Estate
46
+ 8.04%
$73.33 - $89.72 $3.37K - $4.13K
618 $45K
NOVA
Sunnova Energy International Inc.

Technology
31
+ 24.22%
$3.14 - $9.1 $97.3 - $282
159 $0
KW
Kennedy Wilson Holdings, Inc.

Real Estate
36
+ 2.77%
$9.98 - $11.7 $359 - $421
1.34K $13K
MP
Mp Materials Corp.

Basic Materials
9
+ 1.79%
$15.6 - $23.11 $140 - $208
511 $7K
PPC
Pilgrims Pride Corp

Consumer Defensive
67
+ 1.24%
$43.57 - $53.82 $2.92K - $3.61K
5.45K $247K
RES
Rpc Inc

Energy
4
+ 0.19%
$5.63 - $7.14 $22.5 - $28.6
2.12K $12K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
87
+ 2.66%
$2.7 - $4.03 $235 - $351
3.36K $10K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1
+ 0.16%
$93.52 - $95.37 $93.5 - $95.4
616 $57K
CNXC
Concentrix Corp

Technology
32
+ 8.27%
$37.26 - $52.63 $1.19K - $1.68K
419 $18K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6
+ 0.4%
$25.3 - $26.31 $152 - $158
1.51K $38K
XYL
Xylem Inc.

Industrials
28
+ 11.48%
$116.02 - $137.45 $3.25K - $3.85K
272 $31K
DOCN
Digital Ocean Holdings, Inc.

Technology
1
+ 0.92%
$34.07 - $44.0 $34.1 - $44
110 $3K
NUVL
Nuvalent, Inc.

Healthcare
3
+ 14.29%
$77.87 - $104.93 $234 - $315
24 $1K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
194
+ 10.22%
$2.96 - $4.24 $574 - $823
2.09K $6K
EXP
Eagle Materials Inc

Basic Materials
13
+ 16.25%
$246.48 - $315.29 $3.2K - $4.1K
93 $22K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1
+ 0.27%
$28.6 - $29.27 $28.6 - $29.3
377 $10K
SID
National Steel CO

Basic Materials
155
+ 8.0%
$1.44 - $2.47 $223 - $383
2.09K $3K
GNMA
Ishares Gnma Bond ETF

ETFs
21
+ 2.06%
$42.8 - $44.74 $899 - $940
1.04K $44K
FMBH
First Mid Bancshares, Inc.

Financial Services
7
+ 3.89%
$36.82 - $43.25 $258 - $303
187 $6K
ORA
Ormat Technologies, Inc.

Utilities
3
+ 3.13%
$67.12 - $83.84 $201 - $252
99 $6K
FWRD
Forward Air Corp

Industrials
4
+ 1.53%
$28.4 - $40.17 $114 - $161
266 $8K
APPS
Digital Turbine, Inc.

Technology
84
+ 12.21%
$1.21 - $3.7 $102 - $311
772 $1K
AIR
Aar Corp

Industrials
3
+ 2.11%
$58.4 - $70.82 $175 - $212
145 $8K
CWEN
Clearway Energy, Inc.

Utilities
27
+ 8.04%
$25.71 - $30.74 $694 - $830
363 $9K
IVE
Ishares S&P 500 Value ETF

ETFs
104
+ 3.25%
$189.5 - $206.17 $19.7K - $21.4K
3.31K $630K
ATHM
Autohome Inc.

Communication Services
1
+ 0.68%
$25.95 - $34.44 $26 - $34.4
147 $3K
ICUI
Icu Medical Inc

Healthcare
9
+ 9.18%
$153.2 - $183.79 $1.38K - $1.65K
107 $16K
KSS
Kohls Corp

Consumer Cyclical
132
+ 34.74%
$13.86 - $20.95 $1.83K - $2.77K
512 $7K
VLUE
Ishares Msci Usa Value Factor

ETFs
2
+ 0.54%
$104.01 - $115.38 $208 - $231
374 $39K
IGT
International Game Technology PLC

Consumer Cyclical
4
+ 3.77%
$17.07 - $21.4 $68.3 - $85.6
110 $1K
TNDM
Tandem Diabetes Care Inc

Healthcare
25
+ 10.29%
$27.34 - $41.78 $684 - $1.04K
268 $9K
AVNS
Avanos Medical, Inc.

Healthcare
25
+ 18.12%
$15.58 - $23.61 $390 - $590
163 $2K
ARDX
Ardelyx, Inc.

Healthcare
37
+ 7.49%
$4.49 - $6.85 $166 - $253
531 $2K
AMED
Amedisys Inc

Healthcare
6
+ 5.77%
$83.78 - $97.71 $503 - $586
110 $9K
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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