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
CHK
Chesapeake Energy Corp

Energy
819
+ 476.16%
$81.46 - $87.57 $66.7K - $71.7K
991 $84K
HIW
Highwoods Properties, Inc.

Real Estate
2.33K
+ 363.65%
$29.37 - $36.37 $68.5K - $84.8K
2.97K $90K
APA
Apa Corp

Energy
3.07K
+ 115.87%
$20.47 - $27.07 $62.8K - $83K
5.71K $132K
PEG
Public Service Enterprise Group Inc

Utilities
881
+ 54.62%
$81.87 - $94.51 $72.1K - $83.3K
2.49K $210K
EFV
Msci Eafe Value ETF

ETFs
5.1K
+ 12.74%
$51.78 - $57.15 $264K - $292K
45.2K $2.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.26K
+ 223.32%
$50.37 - $50.6 $63.7K - $64K
1.83K $92K
CB
Chubb LTD

Financial Services
312
+ 16.12%
$271.57 - $301.89 $84.7K - $94.2K
2.25K $621K
NI
Nisource Inc.

Utilities
1.71K
+ 343.06%
$33.74 - $38.25 $57.5K - $65.2K
2.2K $80K
BAX
Baxter International Inc

Healthcare
3.12K
+ 93.73%
$28.63 - $37.84 $89.4K - $118K
6.46K $188K
NTNX
Nutanix, Inc.

Technology
985
+ 408.71%
$56.46 - $73.18 $55.6K - $72.1K
1.23K $75K
GPN
Global Payments Inc

Industrials
221
+ 6.14%
$97.57 - $119.38 $21.6K - $26.4K
3.82K $428K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.77K
+ 4.77%
$49.84 - $59.6 $88K - $105K
38.8K $2.06M
IDXX
Idexx Laboratories Inc

Healthcare
201
+ 79.76%
$406.92 - $495.42 $81.8K - $99.6K
453 $187K
CL
Colgate Palmolive CO

Consumer Defensive
1.18K
+ 31.91%
$90.22 - $102.31 $106K - $120K
4.87K $442K
ALGN
Align Technology Inc

Healthcare
335
+ 148.89%
$205.03 - $245.32 $68.7K - $82.2K
560 $116K
FIVE
Five Below, Inc

Consumer Cyclical
558
+ 2936.84%
$83.0 - $115.97 $46.3K - $64.7K
577 $60K
GRMN
Garmin LTD

Technology
147
+ 16.48%
$161.91 - $220.77 $23.8K - $32.5K
1.04K $214K
UGI
Ugi Corp

Utilities
1.26K
+ 18.52%
$23.24 - $30.37 $29.3K - $38.3K
8.06K $227K
CAT
Caterpillar Inc

Industrials
458
+ 11.94%
$360.37 - $416.88 $165K - $191K
4.29K $1.56M
ARES
Ares Management Corp

Financial Services
70
+ 3.34%
$153.38 - $183.7 $10.7K - $12.9K
2.17K $383K
IWN
Ishares Russell2000 Val ETF

ETFs
552
+ 4.19%
$162.69 - $181.35 $89.8K - $100K
13.7K $2.25M
SSNC
Ss&C Technologies Holdings Inc

Technology
717
+ 47.05%
$69.93 - $77.36 $50.1K - $55.5K
2.24K $169K
XAR
Spdr S&P Aerospace & Defense E

ETFs
337
+ 1685.0%
$153.8 - $176.52 $51.8K - $59.5K
357 $59K
INCY
Incyte Corp

Healthcare
787
+ 161.27%
$65.08 - $83.38 $51.2K - $65.6K
1.28K $88K
IRM
Iron Mountain Inc

Real Estate
751
+ 44.81%
$101.62 - $128.14 $76.3K - $96.2K
2.43K $255K
XLE
Energy Sector Spdr

ETFs
1.17K
+ 5.61%
$83.32 - $97.27 $97.1K - $113K
21.9K $1.88M
NVT
N Vent Electric PLC

Industrials
892
+ 27.34%
$67.69 - $79.19 $60.4K - $70.6K
4.16K $283K
AVA
Avista Corp

Utilities
1.52K
+ 168.7%
$35.46 - $39.23 $53.9K - $59.6K
2.42K $88K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
7.25K
+ 97.28%
$8.43 - $9.68 $61.1K - $70.2K
14.7K $125K
VRSN
Verisign Inc

Technology
249
+ 190.08%
$176.68 - $206.96 $44K - $51.5K
380 $78K
CBSH
Commerce Bancshares Inc

Financial Services
503
+ 6.73%
$57.04 - $74.36 $28.7K - $37.4K
7.98K $496K
CHH
Choice Hotels International Inc

Consumer Cyclical
29
+ 0.69%
$128.7 - $152.73 $3.73K - $4.43K
4.2K $596K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.79K
+ 78.78%
$49.78 - $66.55 $88.9K - $119K
4.05K $202K
BSX
Boston Scientific Corp

Healthcare
421
+ 17.33%
$83.62 - $91.5 $35.2K - $38.5K
2.85K $254K
EME
Emcor Group, Inc.

Industrials
98
+ 31.01%
$427.96 - $526.95 $41.9K - $51.6K
414 $187K
APPF
Appfolio Inc

Technology
208
+ 1485.71%
$192.07 - $269.26 $40K - $56K
222 $54K
AOR
Ishares Tr Core Growth Allocat

ETFs
876
+ 7300.0%
$57.32 - $59.66 $50.2K - $52.3K
888 $50K
AYI
Acuity Brands Inc

Industrials
128
+ 16.78%
$292.13 - $333.45 $37.4K - $42.7K
891 $260K
LAD
Lithia Motors Inc

Consumer Cyclical
92
+ 22.49%
$303.15 - $394.27 $27.9K - $36.3K
501 $179K
LEA
Lear Corp

Consumer Cyclical
561
+ 247.14%
$92.95 - $108.96 $52.1K - $61.1K
788 $74K
CPA
Copa Holdings, S.A.

Industrials
591
+ 147.75%
$86.16 - $107.25 $50.9K - $63.4K
991 $87K
BRBR
Bellring Brands, Inc.

Consumer Defensive
591
+ 180.73%
$60.38 - $78.79 $35.7K - $46.6K
918 $69K
ENTG
Entegris Inc

Technology
617
+ 74.25%
$97.67 - $112.92 $60.3K - $69.7K
1.45K $143K
PG
Procter & Gamble CO

Consumer Defensive
775
+ 5.23%
$161.05 - $179.7 $125K - $139K
15.6K $2.61M
HWM
Howmet Aerospace Inc.

Industrials
411
+ 87.08%
$99.72 - $120.09 $41K - $49.4K
883 $96K
PKG
Packaging Corp Of America

Consumer Cyclical
66
+ 1.85%
$211.98 - $248.85 $14K - $16.4K
3.64K $818K
MAR
Marriott International Inc

Consumer Cyclical
120
+ 24.34%
$246.06 - $292.59 $29.5K - $35.1K
613 $170K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
679
+ 5658.33%
$70.12 - $75.48 $47.6K - $51.3K
691 $48K
MANH
Manhattan Associates Inc

Technology
182
+ 144.44%
$263.36 - $309.78 $47.9K - $56.4K
308 $83K
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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