Ever Source Wealth Advisors, LLC New Holdings in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VSLU
ETF Opportunities Tr Applied F
69.9K
New
$32.6 - $36.0 $2.28M - $2.52M
69.9K $2.52M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.56K
New
$24.38 - $25.2 $160K - $165K
6.56K $165K
SCHQ
Schwab Strategic Tr Long Term

ETFs
3.77K
New
$32.17 - $35.98 $121K - $136K
3.77K $131K
PRA
Proassurance Corp

Financial Services
6.72K
New
$10.89 - $15.04 $73.2K - $101K
6.72K $101K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
4.5K
New
$13.15 - $14.12 $59.2K - $63.5K
4.5K $63K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.21K
New
$36.82 - $39.74 $44.6K - $48.1K
1.21K $48K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
578
New
$70.02 - $76.68 $40.5K - $44.3K
578 $44K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.46K
New
$14.94 - $15.76 $36.8K - $38.8K
2.46K $38K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
720
New
$45.81 - $51.52 $33K - $37.1K
720 $36K
XLC
Select Sector Spdr Tr Communic

ETFs
384
New
$82.16 - $90.4 $31.5K - $34.7K
384 $34K
RVT
Royce Value Trust, Inc.

Financial Services
1.75K
New
$14.28 - $16.01 $25K - $28K
1.75K $27K
RPV
Invesco Exchange Traded Fd Tr

ETFs
300
New
$82.04 - $89.49 $24.6K - $26.8K
300 $26K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
550
New
$40.48 - $45.39 $22.3K - $25K
550 $24K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
968
New
$19.08 - $19.89 $18.5K - $19.3K
968 $19K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.07K
New
$17.35 - $18.22 $18.5K - $19.4K
1.07K $19K
BJAN
Innovator U.S. Equity Buffer E

ETFs
400
New
$43.63 - $46.56 $17.5K - $18.6K
400 $18K
BAPR
Innovator U.S. Equity Buffer E

ETFs
400
New
$39.97 - $43.37 $16K - $17.3K
400 $17K
DRSK
ETF Ser Solutions Aptus Define

ETFs
541
New
$26.97 - $28.55 $14.6K - $15.4K
541 $15K
BMAY
Innovator U.S. Equity Buffer E

ETFs
400
New
$36.7 - $39.46 $14.7K - $15.8K
400 $15K
SBR
Sabine Royalty Trust

Energy
255
New
$59.42 - $67.35 $15.2K - $17.2K
255 $15K
OSCV
Opus Small Cap Value ETF

ETFs
301
New
$33.99 - $37.93 $10.2K - $11.4K
301 $11K
PAPR
Innovator U.S. Equity Power Bu

ETFs
300
New
$33.61 - $35.94 $10.1K - $10.8K
300 $10K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
1.03K
New
$9.09 - $9.67 $9.33K - $9.92K
1.03K $9K
VRNA
Verona Pharma PLC

Healthcare
194
New
$15.46 - $30.16 $3K - $5.85K
194 $5K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
141
New
$30.52 - $39.95 $4.3K - $5.63K
141 $5K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
15
New
$305.34 - $350.41 $4.58K - $5.26K
15 $5K
PX
P10, Inc.

Financial Services
431
New
$8.19 - $10.94 $3.53K - $4.72K
431 $4K
STVN
Stevanato Group S.P.A.

Healthcare
239
New
$17.98 - $22.02 $4.3K - $5.26K
239 $4K
ADV
Advantage Solutions Inc.

Communication Services
788
New
$3.13 - $4.09 $2.47K - $3.22K
788 $2K
VIRT
Virtu Financial, Inc.

Financial Services
86
New
$21.68 - $32.43 $1.86K - $2.79K
86 $2K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
250
New
$8.25 - $9.76 $2.06K - $2.44K
250 $2K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
72
New
$21.45 - $30.71 $1.54K - $2.21K
72 $1K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
50
New
$24.39 - $25.28 $1.22K - $1.26K
50 $1K
RNA
Avidity Biosciences, Inc.

Healthcare
22
New
$37.21 - $48.14 $819 - $1.06K
22 $1K
ACU
Acme United Corp

Consumer Defensive
39
New
$34.15 - $45.15 $1.33K - $1.76K
39 $1K
ANIK
Anika Therapeutics, Inc.

Healthcare
63
New
$24.25 - $28.75 $1.53K - $1.81K
63 $1K
OPCH
Option Care Health, Inc.

Healthcare
40
New
$26.73 - $32.74 $1.07K - $1.31K
40 $1K
MHH
Mastech Digital, Inc.

Industrials
190
New
$7.23 - $10.68 $1.37K - $2.03K
190 $1K
TBK
Triumph Bancorp, Inc.

Financial Services
16
New
N/A
16 $1K
LU
Lufax Holding LTD

Financial Services
449
New
$2.17 - $3.5 $974 - $1.57K
449 $1K
LFVN
Lifevantage Corp

Consumer Defensive
117
New
$5.51 - $13.01 $645 - $1.52K
117 $1K
KFRC
Kforce Inc

Industrials
19
New
$59.4 - $70.22 $1.13K - $1.33K
19 $1K
Nebius Group N.V. Shs Class A
49
New
N/A
49 $0
Mesoblast LTD Spons Adr
74
New
N/A
74 $0
OMI
Owens & Minor Inc

Healthcare
16
New
$12.59 - $16.48 $201 - $264
16 $0
PYCR
Paycor Hcm, Inc.

Technology
17
New
$11.64 - $14.56 $198 - $248
17 $0
Mullen Automotive Inc Com New
2
New
N/A
2 $0
NAK
Northern Dynasty Minerals LTD

Basic Materials
2K
New
$0.31 - $0.41 $620 - $820
2K $0
PII
Polaris Inc.

Consumer Cyclical
5
New
$72.9 - $86.86 $365 - $434
5 $0
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