Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CDW
Cdw Corp

Technology
251
+ 18.62%
$206.67 - $239.84 $51.9K - $60.2K
1.6K $361K
CCI
Crown Castle International Corp

Real Estate
286
+ 22.86%
$95.29 - $120.24 $27.3K - $34.4K
1.54K $182K
LBRDK
Liberty Broadband Corp

Communication Services
756
+ 804.26%
$52.66 - $78.14 $39.8K - $59.1K
850 $65K
SAIC
Science Applications International Corp

Technology
418
+ 486.05%
$113.4 - $139.27 $47.4K - $58.2K
504 $70K
BAC
Bank Of America Corp

Financial Services
1.57K
+ 3.23%
$36.65 - $44.13 $57.7K - $69.4K
50.3K $2M
ES
Eversource Energy

Utilities
699
+ 71.4%
$56.52 - $68.38 $39.5K - $47.8K
1.68K $114K
MUSA
Murphy Usa Inc.

Consumer Cyclical
111
+ 59.68%
$452.85 - $536.35 $50.3K - $59.5K
297 $146K
KEYS
Keysight Technologies, Inc.

Technology
113
+ 6.36%
$119.86 - $158.87 $13.5K - $18K
1.89K $300K
PNR
Pentair PLC

Industrials
294
+ 22.01%
$74.39 - $97.79 $21.9K - $28.8K
1.63K $159K
USXF
Ishares Esg Advanced Msci Usa

Technology
395
+ 2.69%
$43.59 - $49.35 $17.2K - $19.5K
15.1K $741K
OTIS
Otis Worldwide Corp

Industrials
346
+ 13.91%
$91.43 - $104.43 $31.6K - $36.1K
2.83K $294K
SAP
Sap Se

Technology
81
+ 6.13%
$197.21 - $231.0 $16K - $18.7K
1.4K $321K
AMT
American Tower Corp

Real Estate
79
+ 8.45%
$192.27 - $242.73 $15.2K - $19.2K
1.01K $235K
NDSN
Nordson Corp

Industrials
26
+ 1.7%
$225.0 - $262.63 $5.85K - $6.83K
1.55K $407K
PEP
Pepsico Inc

Consumer Defensive
44
+ 0.49%
$161.9 - $179.3 $7.12K - $7.89K
9.02K $1.53M
IBKR
Interactive Brokers Group, Inc.

Financial Services
36
+ 1.26%
$108.65 - $139.41 $3.91K - $5.02K
2.9K $404K
NDAQ
Nasdaq, Inc.

Financial Services
425
+ 24.72%
$59.48 - $74.31 $25.3K - $31.6K
2.14K $156K
SONY
Sony Group Corp

Technology
337
+ 19.17%
$81.61 - $98.65 $27.5K - $33.2K
2.1K $202K
AEP
American Electric Power CO Inc

Utilities
100
+ 3.51%
$87.11 - $104.95 $8.71K - $10.5K
2.95K $302K
AMP
Ameriprise Financial Inc

Financial Services
21
+ 2.1%
$391.53 - $469.81 $8.22K - $9.87K
1.02K $478K
ETN
Eaton Corp PLC

Industrials
62
+ 3.49%
$272.52 - $333.02 $16.9K - $20.6K
1.84K $609K
AVB
Avalonbay Communities Inc

Real Estate
179
+ 31.08%
$200.95 - $234.65 $36K - $42K
755 $170K
CGUS
Capital Group Core Equity ETF
10
+ 0.04%
$31.19 - $34.33 $312 - $343
24.9K $854K
KMX
Carmax Inc

Consumer Cyclical
587
+ 45.82%
$71.21 - $85.78 $41.8K - $50.4K
1.87K $144K
CAG
Conagra Brands Inc.

Consumer Defensive
496
+ 5.73%
$28.13 - $32.83 $14K - $16.3K
9.16K $297K
DFS
Discover Financial Services

Financial Services
235
+ 12.0%
$123.41 - $144.72 $29K - $34K
2.19K $307K
ROP
Roper Technologies Inc

Industrials
102
+ 14.37%
$515.25 - $576.55 $52.6K - $58.8K
812 $451K
BURL
Burlington Stores, Inc.

Consumer Cyclical
182
+ 211.63%
$233.02 - $278.99 $42.4K - $50.8K
268 $70K
CHH
Choice Hotels International Inc

Consumer Cyclical
16
+ 0.38%
$117.06 - $133.72 $1.87K - $2.14K
4.18K $544K
FLAU
Franklin Templeton ETF Tr

ETFs
795
+ 10.72%
$27.45 - $32.12 $21.8K - $25.5K
8.21K $263K
PAYX
Paychex Inc

Industrials
86
+ 3.53%
$116.17 - $135.19 $9.99K - $11.6K
2.52K $338K
TFC
Truist Financial Corp

Financial Services
463
+ 5.93%
$38.22 - $44.94 $17.7K - $20.8K
8.27K $353K
DVA
Davita Inc.

Healthcare
18
+ 1.0%
$133.98 - $165.19 $2.41K - $2.97K
1.82K $298K
TSCO
Tractor Supply CO

Consumer Cyclical
45
+ 2.66%
$251.95 - $290.93 $11.3K - $13.1K
1.74K $505K
ALL
Allstate Corp

Financial Services
30
+ 2.12%
$158.43 - $192.86 $4.75K - $5.79K
1.44K $273K
PEG
Public Service Enterprise Group Inc

Utilities
311
+ 23.89%
$73.58 - $89.21 $22.9K - $27.7K
1.61K $143K
CYBR
Cyber Ark Software Ltd.

Technology
6
+ 0.24%
$241.52 - $291.61 $1.45K - $1.75K
2.49K $725K
HIG
Hartford Financial Services Group, Inc.

Financial Services
51
+ 2.13%
$98.71 - $117.61 $5.03K - $6K
2.45K $288K
SHOP
Shopify Inc.

Technology
57
+ 1.89%
$52.26 - $80.75 $2.98K - $4.6K
3.08K $246K
EGP
Eastgroup Properties Inc

Real Estate
195
+ 34.57%
$169.51 - $191.71 $33.1K - $37.4K
759 $141K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.19%
$315.12 - $406.43 $315 - $406
518 $210K
HPQ
Hp Inc

Technology
1.14K
+ 27.23%
$32.02 - $38.11 $36.4K - $43.3K
5.31K $190K
ILMN
Illumina, Inc.

Healthcare
176
+ 22.68%
$105.28 - $135.9 $18.5K - $23.9K
952 $124K
ROL
Rollins Inc

Consumer Cyclical
589
+ 7.63%
$45.93 - $51.4 $27.1K - $30.3K
8.31K $420K
BND
Vanguard Bd Index Fd Inc Total

ETFs
176
+ 1.73%
$71.45 - $75.64 $12.6K - $13.3K
10.3K $775K
EXC
Exelon Corp

Utilities
452
+ 11.1%
$34.24 - $40.55 $15.5K - $18.3K
4.52K $183K
KHC
Kraft Heinz CO

Consumer Defensive
637
+ 8.88%
$31.86 - $36.13 $20.3K - $23K
7.81K $274K
PFE
Pfizer Inc

Healthcare
308
+ 0.89%
$27.7 - $31.39 $8.53K - $9.67K
34.9K $1.01M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
561
+ 6.77%
$45.2 - $47.87 $25.4K - $26.9K
8.84K $420K
Activity Summary
Buys All Purchases 1318 New Holdings 113 Increased Positions 1205 Sells All Sells 868 Reductions 859 Sold out 9 Options Calls 0 Puts 0
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email