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
EXEL
Exelixis, Inc.

Healthcare
947
+ 40.78%
$25.39 - $36.46 $24K - $34.5K
3.27K $108K
INTC
Intel Corp

Technology
3.7K
+ 47.15%
$19.07 - $26.23 $70.6K - $97.1K
11.6K $231K
APH
Amphenol Corp

Technology
462
+ 13.48%
$62.07 - $75.35 $28.7K - $34.8K
3.89K $270K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.05K
+ 5.74%
$80.87 - $87.69 $85.2K - $92.4K
19.4K $1.58M
POR
Portland General Electric CO

Utilities
1.1K
+ 352.41%
$43.52 - $48.99 $47.7K - $53.7K
1.41K $61K
PCTY
Paylocity Holding Corp

Technology
225
+ 489.13%
$162.14 - $213.79 $36.5K - $48.1K
271 $54K
PRVA
Privia Health Group, Inc.

Healthcare
2.35K
+ 7833.33%
$16.82 - $22.8 $39.5K - $53.6K
2.38K $46K
CMI
Cummins Inc

Industrials
84
+ 13.08%
$324.93 - $383.42 $27.3K - $32.2K
726 $253K
SNPS
Synopsys Inc

Technology
110
+ 33.95%
$485.36 - $588.0 $53.4K - $64.7K
434 $210K
NWE
Northwestern Corp

Utilities
887
+ 280.7%
$50.44 - $57.24 $44.7K - $50.8K
1.2K $64K
AIT
Applied Industrial Technologies Inc

Industrials
146
+ 28.85%
$220.05 - $280.49 $32.1K - $41K
652 $156K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
503
+ 229.68%
$76.53 - $94.19 $38.5K - $47.4K
722 $61K
NTRA
Natera, Inc.

Healthcare
261
+ 372.86%
$117.67 - $174.0 $30.7K - $45.4K
331 $52K
PSO
Pearson PLC

Communication Services
1.94K
+ 39.77%
$13.3 - $16.28 $25.8K - $31.5K
6.81K $109K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
401
+ 2.02%
$442.29 - $483.08 $177K - $194K
20.3K $9.19M
ESI
Element Solutions Inc

Basic Materials
1.96K
+ 53.26%
$24.64 - $29.33 $48.4K - $57.6K
5.65K $143K
ZM
Zoom Video Communications, Inc.

Technology
281
+ 17.27%
$67.21 - $89.03 $18.9K - $25K
1.91K $155K
RBLX
Roblox Corp

Communication Services
633
+ 188.39%
$39.86 - $61.45 $25.2K - $38.9K
969 $56K
STNG
Scorpio Tankers Inc.

Energy
876
+ 850.49%
$47.15 - $74.31 $41.3K - $65.1K
979 $48K
HOOD
Robinhood Markets, Inc.

Technology
899
+ 176.97%
$22.33 - $43.2 $20.1K - $38.8K
1.41K $52K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
77
+ 4.06%
$110.69 - $154.48 $8.52K - $11.9K
1.98K $250K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
305
+ 96.83%
$107.32 - $127.74 $32.7K - $39K
620 $76K
IXN
Ishares Global Information Tec

ETFs
204
+ 2.01%
$80.67 - $87.84 $16.5K - $17.9K
10.4K $878K
KRP
Kimbell Royalty Partners, LP

Energy
2.5K
+ 166.67%
$15.38 - $16.83 $38.5K - $42.1K
4K $64K
ABC
Amerisourcebergen Corp

Healthcare
217
+ 13.98%
N/A
1.77K $327K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.41K
+ 20.44%
$64.62 - $71.43 $91.1K - $101K
8.31K $536K
FTI
Technip Fmc PLC

Energy
1.34K
+ 393.53%
$25.16 - $31.95 $33.7K - $42.7K
1.68K $48K
CHD
Church & Dwight CO Inc

Consumer Defensive
382
+ 19.0%
$99.11 - $112.25 $37.9K - $42.9K
2.39K $250K
TDY
Teledyne Technologies Inc

Technology
46
+ 6.81%
$436.59 - $489.24 $20.1K - $22.5K
721 $334K
IEX
Idex Corp

Industrials
196
+ 49.75%
$202.75 - $236.06 $39.7K - $46.3K
590 $123K
STE
Steris PLC

Healthcare
330
+ 41.93%
$204.34 - $235.7 $67.4K - $77.8K
1.12K $229K
OVV
Ovintiv Inc.

Energy
940
+ 451.92%
$37.74 - $46.71 $35.5K - $43.9K
1.15K $46K
EGP
Eastgroup Properties Inc

Real Estate
366
+ 48.22%
$158.74 - $185.14 $58.1K - $67.8K
1.13K $180K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
179
+ 28.23%
$180.39 - $205.43 $32.3K - $36.8K
813 $154K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
43
+ 16.23%
$1124.26 - $1344.96 $48.3K - $57.8K
308 $388K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
852
+ 109.65%
$28.38 - $39.27 $24.2K - $33.5K
1.63K $63K
BRZE
Braze, Inc.

Technology
928
+ 8436.36%
$29.93 - $44.78 $27.8K - $41.6K
939 $39K
DGRO
Ishares Core Dividend Growth E

ETFs
4.58K
+ 2.55%
$60.73 - $64.94 $278K - $298K
184K $11.3M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
174
+ 5.34%
$83.95 - $99.75 $14.6K - $17.4K
3.43K $306K
TOST
Toast, Inc.

Technology
358
+ 11.63%
$27.43 - $43.54 $9.82K - $15.6K
3.44K $125K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.43K
+ 7.11%
$41.17 - $43.34 $99.9K - $105K
36.5K $1.51M
NBIX
Neurocrine Biosciences Inc

Healthcare
241
+ 107.11%
$111.62 - $139.44 $26.9K - $33.6K
466 $63K
ARKW
Ark Next Generation Internet E

ETFs
349
+ 1454.17%
$82.66 - $120.04 $28.8K - $41.9K
373 $40K
XLU
Utilities Sector Spdr

ETFs
527
+ 104.56%
$74.89 - $82.93 $39.5K - $43.7K
1.03K $78K
DEO
Diageo PLC

Consumer Defensive
445
+ 30.11%
$118.0 - $139.88 $52.5K - $62.2K
1.92K $244K
CG
Carlyle Group Inc.

Financial Services
671
+ 171.17%
$43.2 - $54.81 $29K - $36.8K
1.06K $53K
IVZ
Invesco Ltd.

Financial Services
2.14K
+ 133.42%
$16.78 - $18.63 $35.8K - $39.8K
3.74K $65K
MMM
3 M CO

Industrials
493
+ 14.02%
$124.74 - $137.12 $61.5K - $67.6K
4.01K $517K
EVR
Evercore Inc.

Financial Services
79
+ 12.48%
$247.66 - $315.67 $19.6K - $24.9K
712 $197K
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
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