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
FUTU
Futu Holdings LTD

Financial Services
1.26K
+ 553.51%
$79.99 - $128.93 $101K - $163K
1.49K $119K
FOUR
Shift4 Payments, Inc.

Technology
714
+ 45.83%
$88.26 - $114.95 $63K - $82.1K
2.27K $235K
MDT
Medtronic PLC

Healthcare
1.61K
+ 49.75%
$79.61 - $92.24 $128K - $149K
4.86K $387K
WK
Workiva Inc

Technology
879
+ 14650.0%
$76.11 - $114.78 $66.9K - $101K
885 $96K
TFC
Truist Financial Corp

Financial Services
2.06K
+ 24.86%
$41.51 - $48.1 $85.3K - $98.8K
10.3K $447K
VST
Vistra Corp.

Utilities
266
+ 8.94%
$115.74 - $166.61 $30.8K - $44.3K
3.24K $446K
PAVE
Global X Fds Us Infrastructure

ETFs
2.51K
+ 24.06%
$40.41 - $45.95 $102K - $116K
13K $523K
SPOT
Spotify Technology S.A.

Communication Services
95
+ 14.48%
$362.95 - $502.38 $34.5K - $47.7K
751 $335K
TRGP
Targa Resources Corp.

Energy
268
+ 17.54%
$150.58 - $207.69 $40.4K - $55.7K
1.8K $320K
EFX
Equifax Inc

Industrials
646
+ 34.56%
$245.03 - $293.5 $158K - $190K
2.52K $640K
FHN
First Horizon Corp

Financial Services
3.8K
+ 128.85%
$14.91 - $21.42 $56.7K - $81.4K
6.75K $135K
LNG
Cheniere Energy, Inc.

Energy
318
+ 50.16%
$181.07 - $225.92 $57.6K - $71.8K
952 $204K
PAYC
Paycom Software, Inc.

Technology
378
+ 118.12%
$159.94 - $240.25 $60.5K - $90.8K
698 $143K
BMY
Bristol Myers Squibb CO

Healthcare
1.02K
+ 15.4%
$51.92 - $59.94 $52.7K - $60.8K
7.6K $430K
PNR
Pentair PLC

Industrials
826
+ 50.67%
$95.0 - $109.21 $78.5K - $90.2K
2.46K $247K
TWLO
Twilio Inc

Communication Services
209
+ 13.83%
$63.73 - $114.96 $13.3K - $24K
1.72K $185K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.88K
+ 49.11%
$49.87 - $52.46 $93.7K - $98.5K
5.7K $284K
CME
Cme Group Inc.

Financial Services
335
+ 47.59%
$221.17 - $246.02 $74.1K - $82.4K
1.04K $241K
KNSL
Kinsale Capital Group, Inc.

Financial Services
186
+ 58.86%
$424.05 - $524.22 $78.9K - $97.5K
502 $233K
NJUL
Innovator Growth 100 Power Buf

Technology
1.35K
+ 132.03%
$60.22 - $63.94 $81.2K - $86.2K
2.37K $148K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.54K
+ 10.17%
$48.45 - $52.57 $74.5K - $80.8K
16.6K $827K
SYK
Stryker Corp

Healthcare
243
+ 19.82%
$345.14 - $392.15 $83.9K - $95.3K
1.47K $528K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
147
+ 32.38%
$338.38 - $446.21 $49.7K - $65.6K
601 $261K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.12K
+ 18.24%
$81.68 - $82.93 $91.5K - $92.9K
7.26K $595K
TMUS
T Mobile Us, Inc.

Communication Services
298
+ 24.41%
$206.1 - $246.94 $61.4K - $73.6K
1.52K $335K
EXR
Extra Space Storage Inc.

Real Estate
615
+ 245.02%
$142.35 - $178.32 $87.5K - $110K
866 $129K
CDNS
Cadence Design Systems Inc

Technology
162
+ 13.66%
$249.1 - $324.54 $40.4K - $52.6K
1.35K $405K
HBAN
Huntington Bancshares Inc

Financial Services
4.67K
+ 97.41%
$14.18 - $18.2 $66.2K - $84.9K
9.46K $153K
CTAS
Cintas Corp

Industrials
500
+ 134.41%
$182.7 - $226.47 $91.4K - $113K
872 $159K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.34K
+ 3.64%
$61.68 - $67.87 $82.9K - $91.2K
38.2K $2.38M
GLW
Corning Inc

Technology
1.56K
+ 48.29%
$44.11 - $49.76 $68.9K - $77.8K
4.8K $228K
ADP
Automatic Data Processing Inc

Industrials
151
+ 6.46%
$280.08 - $307.97 $42.3K - $46.5K
2.49K $728K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.12K
+ 59.06%
$27.8 - $29.05 $86.8K - $90.7K
8.41K $234K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.19K
+ 376.44%
$25.33 - $51.16 $106K - $214K
5.3K $137K
CF
Cf Industries Holdings, Inc.

Basic Materials
932
+ 89.44%
$81.39 - $94.14 $75.9K - $87.7K
1.97K $168K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
793
+ 1201.52%
$97.45 - $121.28 $77.3K - $96.2K
859 $85K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
41
+ 7.43%
$260.53 - $404.79 $10.7K - $16.6K
593 $226K
HLI
Houlihan Lokey, Inc.

Financial Services
314
+ 21.75%
$158.81 - $190.49 $49.9K - $59.8K
1.76K $305K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.59K
+ 185.35%
$46.28 - $50.23 $73.8K - $80.1K
2.45K $115K
AXON
Axon Enterprise, Inc.

Industrials
34
+ 12.27%
$399.22 - $689.78 $13.6K - $23.5K
311 $184K
CCI
Crown Castle International Corp

Real Estate
1.29K
+ 84.19%
$89.78 - $119.11 $116K - $154K
2.83K $256K
EMR
Emerson Electric CO

Industrials
252
+ 8.68%
$108.13 - $134.33 $27.2K - $33.9K
3.16K $390K
CAG
Conagra Brands Inc.

Consumer Defensive
4.16K
+ 45.47%
$26.48 - $32.72 $110K - $136K
13.3K $369K
ETN
Eaton Corp PLC

Industrials
216
+ 11.75%
$326.96 - $377.52 $70.6K - $81.5K
2.06K $681K
MARA
Marathon Digital Holdings, Inc.

Financial Services
3.15K
+ 2.39%
N/A
135K $3.04M
AMP
Ameriprise Financial Inc

Financial Services
13
+ 1.28%
$473.15 - $574.01 $6.15K - $7.46K
1.03K $549K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
219
+ 20.92%
$229.83 - $258.46 $50.3K - $56.6K
1.27K $312K
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.2K
+ 217.97%
$22.4 - $68.28 $587K - $1.79M
38.2K $885K
APD
Air Products & Chemicals, Inc.

Basic Materials
280
+ 19.93%
$285.5 - $335.62 $79.9K - $94K
1.69K $488K
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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