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
LUV
Southwest Airlines CO

Industrials
814
+ 32.77%
$28.99 - $34.84 $23.6K - $28.4K
3.3K $110K
HPE
Hewlett Packard Enterprise CO

Technology
1.44K
+ 24.52%
$19.31 - $23.95 $27.8K - $34.5K
7.32K $156K
INTU
Intuit Inc

Technology
51
+ 9.27%
$602.01 - $706.25 $30.7K - $36K
601 $377K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
669
+ 3185.71%
$54.29 - $59.49 $36.3K - $39.8K
690 $37K
CIVI
Civitas Resources, Inc.

Energy
854
+ 137.08%
$42.79 - $54.92 $36.5K - $46.9K
1.48K $67K
DASH
Door Dash, Inc.

Communication Services
153
+ 38.44%
$141.93 - $180.48 $21.7K - $27.6K
551 $92K
HSBC
Hsbc Holdings PLC

Financial Services
559
+ 29.21%
$43.83 - $49.51 $24.5K - $27.7K
2.47K $122K
FLS
Flowserve Corp

Industrials
595
+ 185.94%
$51.87 - $62.0 $30.9K - $36.9K
915 $52K
WRB
Berkley W R Corp

Financial Services
355
+ 4.3%
$56.48 - $64.94 $20.1K - $23.1K
8.62K $504K
MO
Altria Group, Inc.

Consumer Defensive
463
+ 4.99%
$49.06 - $57.74 $22.7K - $26.7K
9.74K $509K
DD
Du Pont De Nemours, Inc.

Basic Materials
824
+ 39.0%
$75.95 - $88.05 $62.6K - $72.6K
2.94K $223K
TRMB
Trimble Inc.

Technology
262
+ 13.11%
$60.21 - $75.4 $15.8K - $19.8K
2.26K $159K
SNA
Snap On Inc

Industrials
80
+ 53.69%
$285.44 - $371.35 $22.8K - $29.7K
229 $77K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
531
+ 515.53%
$61.93 - $70.49 $32.9K - $37.4K
634 $41K
GILD
Gilead Sciences, Inc.

Healthcare
167
+ 7.48%
$83.95 - $97.9 $14K - $16.3K
2.4K $221K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
640
+ 86.14%
$60.13 - $67.31 $38.5K - $43.1K
1.38K $84K
FIX
Comfort Systems Usa Inc

Industrials
77
+ 1925.0%
$370.68 - $504.12 $28.5K - $38.8K
81 $34K
BBAX
J P Morgan Betabuilders Develo

ETFs
683
+ 6830.0%
$48.75 - $54.36 $33.3K - $37.1K
693 $33K
ZBRA
Zebra Technologies Corp

Technology
32
+ 2.44%
$360.09 - $411.94 $11.5K - $13.2K
1.34K $517K
SNV
Synovus Financial Corp

Financial Services
473
+ 36.58%
$42.5 - $58.73 $20.1K - $27.8K
1.77K $90K
IJK
Ishares S&P Midcap 400 Growth

ETFs
383
+ 23.79%
$90.66 - $99.46 $34.7K - $38.1K
1.99K $181K
CNA
Cna Financial Corp

Financial Services
670
+ 663.37%
$46.76 - $50.95 $31.3K - $34.1K
771 $37K
JHG
Janus Henderson Group PLC

Financial Services
613
+ 48.69%
$37.65 - $45.66 $23.1K - $28K
1.87K $79K
MSCI
Msci Inc.

Financial Services
43
+ 11.85%
$569.09 - $635.99 $24.5K - $27.3K
406 $243K
SOXX
Ishares Semiconductor ETF

ETFs
170
+ 60.28%
$211.27 - $239.8 $35.9K - $40.8K
452 $97K
EPD
Enterprise Products Partners L.P.

Energy
69
+ 0.54%
$28.66 - $34.43 $1.98K - $2.38K
12.8K $401K
XEL
Xcel Energy Inc

Utilities
160
+ 1.76%
$62.16 - $72.92 $9.95K - $11.7K
9.24K $624K
PIPR
Piper Sandler Companies

Financial Services
87
+ 30.21%
$280.53 - $348.81 $24.4K - $30.3K
375 $112K
CSX
Csx Corp

Industrials
1.71K
+ 16.25%
$31.58 - $36.88 $53.8K - $62.9K
12.2K $393K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
570
+ 9500.0%
$55.42 - $61.69 $31.6K - $35.2K
576 $31K
IWY
Ishares Tr Russell 200 Growth

ETFs
127
+ 282.22%
$216.72 - $244.71 $27.5K - $31.1K
172 $40K
WDAY
Workday, Inc.

Technology
72
+ 8.0%
$233.85 - $279.91 $16.8K - $20.2K
972 $250K
FLEX
Flex Ltd.

Technology
704
+ 82.92%
$32.52 - $41.3 $22.9K - $29.1K
1.55K $59K
CINF
Cincinnati Financial Corp

Financial Services
205
+ 157.69%
$132.86 - $160.16 $27.2K - $32.8K
335 $48K
EMGF
Ishares Msci Emerging Markets

ETFs
786
+ 60.46%
$45.23 - $51.49 $35.6K - $40.5K
2.09K $94K
PNM
Pnm Resources Inc

Utilities
706
+ 268.44%
N/A
969 $40K
RL
Ralph Lauren Corp

Consumer Cyclical
127
+ 1270.0%
$192.23 - $233.41 $24.4K - $29.6K
137 $31K
ROST
Ross Stores, Inc.

Consumer Cyclical
196
+ 35.19%
$138.59 - $156.61 $27.2K - $30.7K
753 $113K
CAPL
Cross America Partners LP

Energy
1.2K
+ 47.41%
$19.57 - $22.21 $23.5K - $26.7K
3.73K $82K
CBRE
Cbre Group, Inc.

Real Estate
205
+ 42.8%
$119.22 - $140.71 $24.4K - $28.8K
684 $89K
PSTG
Pure Storage, Inc.

Technology
436
+ 157.4%
$48.19 - $66.6 $21K - $29K
713 $43K
EW
Edwards Lifesciences Corp

Healthcare
282
+ 27.59%
$64.54 - $75.92 $18.2K - $21.4K
1.3K $96K
GPI
Group 1 Automotive Inc

Consumer Cyclical
41
+ 13.44%
$344.56 - $435.0 $14.1K - $17.8K
346 $145K
PWR
Quanta Services, Inc.

Industrials
32
+ 3.03%
$296.05 - $346.6 $9.47K - $11.1K
1.09K $343K
AXS
Axis Capital Holdings LTD

Financial Services
285
+ 73.83%
$78.26 - $94.05 $22.3K - $26.8K
671 $59K
BOND
Pimco Active Bond Exchange Tra

ETFs
344
+ 50.15%
$90.42 - $94.5 $31.1K - $32.5K
1.03K $93K
GTLB
Gitlab Inc.

Technology
513
+ 5700.0%
$48.76 - $67.19 $25K - $34.5K
522 $29K
TTE
Total Energies Se

Energy
424
+ 13.22%
N/A
3.63K $249K
RLI
Rli Corp

Financial Services
159
+ 47.04%
$151.91 - $180.89 $24.2K - $28.8K
497 $81K
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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