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
AXP
American Express CO

Financial Services
402
+ 12.71%
$267.35 - $305.57 $107K - $123K
3.57K $1.06M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.4K
+ 65.44%
$176.4 - $231.84 $247K - $325K
3.55K $625K
JBL
Jabil Inc

Technology
138
+ 1.84%
$118.97 - $147.77 $16.4K - $20.4K
7.62K $1.1M
WU
Western Union CO

Financial Services
18.8K
+ 2188.14%
$10.52 - $11.94 $198K - $225K
19.7K $208K
AZO
Autozone Inc

Consumer Cyclical
17
+ 0.62%
$2981.19 - $3370.27 $50.7K - $57.3K
2.76K $8.84M
SSO
Proshares Ultra S&P 500

ETFs
2.1K
+ 288.58%
$87.92 - $99.73 $184K - $209K
2.83K $261K
WELL
Welltower Inc.

Real Estate
1.58K
+ 72.95%
$123.11 - $139.3 $195K - $221K
3.75K $472K
FAST
Fastenal CO

Industrials
2.7K
+ 134.48%
$69.99 - $84.35 $189K - $228K
4.71K $338K
ROL
Rollins Inc

Consumer Cyclical
4.94K
+ 59.45%
$46.35 - $51.59 $229K - $255K
13.2K $613K
ADI
Analog Devices Inc

Technology
1.04K
+ 62.18%
$206.35 - $236.48 $215K - $247K
2.72K $578K
IBM
International Business Machines Corp

Technology
872
+ 32.73%
$204.9 - $238.04 $179K - $208K
3.54K $777K
HMY
Harmony Gold Mining CO LTD

Basic Materials
23.2K
+ 1894.93%
$8.14 - $12.23 $188K - $283K
24.4K $200K
DECK
Deckers Outdoor Corp

Consumer Cyclical
343
+ 12.64%
$152.04 - $211.12 $52.1K - $72.4K
3.06K $620K
SUI
Sun Communities Inc

Real Estate
1.53K
+ 1776.74%
$119.89 - $139.05 $183K - $212K
1.61K $198K
BIIB
Biogen Inc.

Healthcare
1.26K
+ 662.11%
$146.47 - $191.55 $184K - $241K
1.45K $221K
GE
General Electric CO

Industrials
1.9K
+ 31.58%
$159.95 - $194.23 $304K - $369K
7.91K $1.32M
VEEV
Veeva Systems Inc

Healthcare
862
+ 316.91%
$201.81 - $250.45 $174K - $216K
1.13K $238K
SNOW
Snowflake Inc.

Technology
21
+ 0.47%
$109.65 - $186.51 $2.3K - $3.92K
4.47K $690K
WST
West Pharmaceutical Services Inc

Healthcare
537
+ 547.96%
$285.69 - $344.0 $153K - $185K
635 $208K
FTNT
Fortinet, Inc.

Technology
1.76K
+ 243.02%
$76.49 - $99.21 $134K - $174K
2.48K $234K
NNN
National Retail Properties, Inc.

Real Estate
4.45K
+ 882.74%
$39.77 - $49.34 $177K - $220K
4.95K $202K
IWB
Ishares Tr Russell 1000 ETF

ETFs
533
+ 101.72%
$311.11 - $335.64 $166K - $179K
1.06K $340K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.08K
+ 4075.0%
$42.32 - $55.35 $172K - $226K
4.18K $178K
GLOB
Globant S.A.

Technology
808
+ 3513.04%
$193.45 - $236.83 $156K - $191K
831 $178K
VRSK
Verisk Analytics, Inc.

Industrials
615
+ 121.06%
$262.86 - $294.75 $162K - $181K
1.12K $309K
XLC
Select Sector Spdr Tr Communic

ETFs
1.76K
+ 458.59%
$89.66 - $102.16 $158K - $180K
2.15K $207K
KMX
Carmax Inc

Consumer Cyclical
2K
+ 107.01%
$71.11 - $87.2 $142K - $174K
3.87K $316K
CSGP
Costar Group, Inc.

Real Estate
2.39K
+ 723.33%
$69.7 - $81.97 $166K - $196K
2.72K $194K
EFG
Msci Eafe Growth ETF

ETFs
2.5K
+ 36.23%
$96.83 - $106.88 $242K - $267K
9.4K $909K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
457
+ 3046.67%
$340.59 - $380.5 $156K - $174K
472 $172K
IEMG
Ishares Inc

ETFs
3.1K
+ 33.39%
N/A
12.4K $663K
PH
Parker Hannifin Corp

Industrials
258
+ 60.56%
$621.74 - $709.46 $160K - $183K
684 $435K
XLY
Select Sector Spdr Consumer Di

ETFs
660
+ 111.3%
$194.8 - $239.43 $129K - $158K
1.25K $281K
AJG
Arthur J. Gallagher & Co.

Financial Services
554
+ 35.47%
$278.49 - $315.16 $154K - $175K
2.12K $600K
WBD
Warner Bros. Discovery, Inc.

Communication Services
14.5K
+ 522.34%
$7.33 - $12.37 $106K - $180K
17.3K $183K
HTAB
Hartford Fds Exchange Traded

ETFs
8.82K
+ 35.23%
$19.26 - $19.88 $170K - $175K
33.9K $655K
IXUS
Ishares Tr

ETFs
2.7K
+ 83.32%
$65.95 - $72.56 $178K - $196K
5.94K $392K
USB
Us Bancorp \De\

Financial Services
3.06K
+ 71.81%
$43.98 - $53.66 $135K - $164K
7.32K $350K
UAL
United Airlines Holdings, Inc.

Industrials
135
+ 3.78%
$55.62 - $102.44 $7.51K - $13.8K
3.7K $359K
TJX
Tjx Companies Inc

Consumer Cyclical
759
+ 3.87%
$112.15 - $127.2 $85.1K - $96.5K
20.4K $2.46M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.8K
+ 14.01%
$115.08 - $119.55 $207K - $215K
14.6K $1.69M
ING
Ing Groep Nv

Financial Services
10.3K
+ 280.17%
$15.1 - $17.73 $156K - $183K
14K $219K
TM
Toyota Motor Corp

Consumer Cyclical
695
+ 72.47%
$169.2 - $199.52 $118K - $139K
1.65K $321K
TT
Trane Technologies PLC

Industrials
459
+ 39.57%
$369.35 - $419.14 $170K - $192K
1.62K $597K
LPLA
Lpl Financial Holdings Inc.

Financial Services
11
+ 0.72%
$229.85 - $335.91 $2.53K - $3.7K
1.54K $503K
REXR
Rexford Industrial Realty, Inc.

Real Estate
4.09K
+ 441.21%
$37.97 - $49.45 $155K - $202K
5.02K $193K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
711
+ 1061.19%
$201.32 - $217.44 $143K - $155K
778 $160K
JWN
Nordstrom Inc

Consumer Cyclical
6K
+ 2021.21%
$21.42 - $24.9 $129K - $149K
6.3K $152K
TCOM
Trip.Com Group LTD

Consumer Cyclical
2.05K
+ 546.79%
$58.0 - $75.06 $119K - $153K
2.42K $166K
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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