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
MKTX
Marketaxess Holdings Inc

Financial Services
1
+ 6.25%
$225.3 - $293.66 $225 - $294
17 $3K
DEA
Easterly Government Properties, Inc.

Real Estate
49
+ 12.53%
$10.93 - $14.48 $536 - $710
440 $4K
INVA
Innoviva, Inc.

Healthcare
54
+ 9.41%
$17.35 - $20.32 $937 - $1.1K
628 $10K
UHS
Universal Health Services Inc

Healthcare
16
+ 22.54%
$175.8 - $236.9 $2.81K - $3.79K
87 $15K
EQX
Equinox Gold Corp.

Basic Materials
4
+ 2.13%
$4.97 - $6.41 $19.9 - $25.6
192 $0
NIU
Niu Technologies

Consumer Cyclical
144
+ 8.21%
$1.73 - $3.37 $249 - $485
1.9K $3K
VKTX
Viking Therapeutics, Inc.

Healthcare
2
+ 2.82%
$38.28 - $78.03 $76.6 - $156
73 $2K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
12
+ 0.3%
$47.26 - $48.18 $567 - $578
3.95K $187K
LNW
Light & Wonder, Inc.

Consumer Cyclical
4
+ 0.98%
$85.22 - $103.55 $341 - $414
413 $35K
YUM
Yum Brands Inc

Consumer Cyclical
30
+ 3.22%
$130.36 - $139.54 $3.91K - $4.19K
961 $128K
EMN
Eastman Chemical CO

Basic Materials
22
+ 10.28%
$90.03 - $110.64 $1.98K - $2.43K
236 $21K
PATK
Patrick Industries Inc

Consumer Cyclical
46
+ 49.46%
$82.71 - $146.16 $3.8K - $6.72K
139 $11K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
21
+ 2.19%
$35.21 - $44.8 $739 - $941
978 $37K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
3
+ 1.09%
$57.07 - $62.58 $171 - $188
279 $15K
BEKE
Ke Holdings Inc.

Real Estate
10
+ 0.56%
$18.38 - $25.8 $184 - $258
1.79K $33K
MNDY
Monday.Com Ltd.

Technology
12
+ 10.53%
$224.69 - $324.31 $2.7K - $3.89K
126 $29K
MAA
Mid America Apartment Communities Inc.

Real Estate
4
+ 1.01%
$149.17 - $165.2 $597 - $661
401 $61K
RDN
Radian Group Inc

Financial Services
35
+ 3.55%
$31.67 - $35.84 $1.11K - $1.25K
1.02K $32K
JD
Jd.Com, Inc.

Consumer Cyclical
60
+ 7.83%
$33.35 - $47.1 $2K - $2.83K
826 $28K
COLL
Collegium Pharmaceutical, Inc

Healthcare
37
+ 13.36%
$28.61 - $41.86 $1.06K - $1.55K
314 $8K
CAR
Avis Budget Group, Inc.

Industrials
1
+ 0.29%
$77.44 - $109.07 $77.4 - $109
351 $28K
PRU
Prudential Financial Inc

Financial Services
17
+ 0.95%
$114.59 - $129.52 $1.95K - $2.2K
1.8K $213K
FTS
Fortis Inc.

Utilities
15
+ 1.62%
$41.04 - $45.81 $616 - $687
940 $39K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
12
+ 2.69%
$32.82 - $45.55 $394 - $547
458 $15K
CPRI
Capri Holdings LTD

Consumer Cyclical
20
+ 13.7%
$19.39 - $43.18 $388 - $864
166 $3K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
31
+ 1.23%
$74.71 - $79.24 $2.32K - $2.46K
2.56K $196K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
52
+ 0.85%
$8.61 - $9.3 $448 - $484
6.21K $53K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
8
+ 1.56%
$26.39 - $35.74 $211 - $286
522 $14K
RMD
Resmed Inc

Healthcare
12
+ 3.04%
$228.69 - $256.07 $2.74K - $3.07K
407 $93K
NMIH
Nmi Holdings, Inc.

Financial Services
19
+ 2.32%
$36.32 - $41.53 $690 - $789
838 $30K
BC
Brunswick Corp

Consumer Cyclical
13
+ 7.22%
$64.5 - $85.95 $839 - $1.12K
193 $12K
ACLS
Axcelis Technologies Inc

Technology
6
+ 6.0%
$69.18 - $105.1 $415 - $631
106 $7K
JPIN
Jp Morgan Diversified Return I

ETFs
2
+ 0.42%
$53.56 - $59.9 $107 - $120
479 $25K
UFPT
Ufp Technologies Inc

Healthcare
66
+ 24.72%
$238.73 - $346.29 $15.8K - $22.9K
333 $81K
SVM
Silvercorp Metals Inc

Basic Materials
4
+ 0.18%
$2.88 - $5.06 $11.5 - $20.2
2.18K $6K
RS
Reliance Steel & Aluminum CO

Basic Materials
18
+ 4.44%
$264.2 - $326.32 $4.76K - $5.87K
423 $113K
PHM
Pultegroup Inc

Consumer Cyclical
47
+ 19.18%
$108.86 - $149.04 $5.12K - $7K
292 $31K
SPIB
Spdr Portfolio Intermediate Te

ETFs
53
+ 0.89%
$32.65 - $33.68 $1.73K - $1.79K
6.02K $197K
PFG
Principal Financial Group Inc

Financial Services
29
+ 4.21%
$74.91 - $91.26 $2.17K - $2.65K
718 $55K
BILI
Bilibili Inc.

Communication Services
70
+ 7.11%
$18.07 - $29.66 $1.26K - $2.08K
1.05K $19K
LAB
Standard Biotools Inc.

Healthcare
11
+ 0.05%
$1.5 - $2.26 $16.5 - $24.9
23.8K $41K
UGP
Ultrapar Holdings Inc

Energy
151
+ 3.73%
$2.57 - $3.95 $388 - $596
4.2K $11K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
13
+ 0.62%
$23.17 - $26.26 $301 - $341
2.1K $50K
DNP
Dnp Select Income Fund Inc

Financial Services
1.11K
+ 10.2%
$8.82 - $9.96 $9.79K - $11.1K
12K $105K
RYN
Rayonier Inc

Real Estate
22
+ 3.04%
$25.89 - $32.34 $570 - $711
746 $19K
EXAS
Exact Sciences Corp

Healthcare
46
+ 6.81%
$49.33 - $71.97 $2.27K - $3.31K
721 $40K
OSCR
Oscar Health, Inc.

Healthcare
114
+ 12.27%
$13.38 - $20.63 $1.53K - $2.35K
1.04K $14K
QRVO
Qorvo, Inc.

Technology
79
+ 26.07%
$65.6 - $104.58 $5.18K - $8.26K
382 $26K
LYG
Lloyds Banking Group PLC

Financial Services
1.25K
+ 6.25%
$2.67 - $3.23 $3.33K - $4.03K
21.2K $57K
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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