Ever Source Wealth Advisors, LLC New Holdings in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UWM
Proshares Ultra Russell 2000

ETFs
86.7K
New
$41.07 - $50.82 $3.56M - $4.41M
86.7K $3.63M
KRE
Spdr S&P Regional Banking ETF

ETFs
44.7K
New
$54.6 - $68.9 $2.44M - $3.08M
44.7K $2.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
23K
New
$76.21 - $82.24 $1.75M - $1.89M
23K $1.79M
UGL
Pro Shares Trust Ii

ETFs
17K
New
$89.87 - $106.93 $1.53M - $1.82M
17K $1.59M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
8.03K
New
$157.33 - $189.22 $1.26M - $1.52M
8.03K $1.35M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
20.8K
New
$47.66 - $57.86 $991K - $1.2M
20.8K $1.18M
TNA
Direxion Daily Small Cap Bull

ETFs
26.9K
New
$41.4 - $56.28 $1.11M - $1.52M
26.9K $1.13M
UPRO
Proshares Trust Proshares Ultr

ETFs
10.4K
New
$82.66 - $99.48 $860K - $1.03M
10.4K $922K
YINN
Direxion Shs ETF Tr

ETFs
23.1K
New
$25.78 - $58.57 $594K - $1.35M
23.1K $644K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
15.5K
New
$34.78 - $60.36 $538K - $933K
15.5K $543K
FLRN
Spdr Bloomberg Investment Grad

ETFs
14.5K
New
$30.67 - $30.84 $445K - $448K
14.5K $446K
YPF
Ypf Sociedad Anonima

Energy
9.86K
New
$21.67 - $44.88 $214K - $443K
9.86K $419K
BMA
Macro Bank Inc.

Financial Services
4.3K
New
$65.0 - $106.83 $280K - $459K
4.3K $416K
FPX
First Trust Us Equity Opportun

ETFs
3.27K
New
$109.38 - $131.9 $357K - $431K
3.27K $390K
EDC
Direxion Daily Emerging Market

ETFs
11.3K
New
$28.77 - $41.67 $326K - $473K
11.3K $326K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.47K
New
$47.58 - $48.56 $308K - $314K
6.47K $309K
SGOL
Abrdn Gold ETF Trust

ETFs
11.9K
New
$24.46 - $26.62 $290K - $315K
11.9K $296K
URTH
Ishares Msci World ETF

ETFs
1.56K
New
$153.73 - $162.67 $240K - $254K
1.56K $243K
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.4K
New
$40.12 - $41.68 $217K - $225K
5.4K $222K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.26K
New
$154.42 - $163.91 $194K - $206K
1.26K $194K
FLMI
Franklin Dynamic Municipal Bon

ETFs
7.86K
New
$24.42 - $25.06 $192K - $197K
7.86K $192K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.15K
New
$23.29 - $23.93 $166K - $171K
7.15K $167K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
905
New
$170.03 - $192.78 $154K - $174K
905 $167K
XLI
Industrial Sector Spdr

ETFs
1.25K
New
$131.76 - $143.99 $164K - $180K
1.25K $164K
TIGR
Up Fintech Holding LTD

Financial Services
24.6K
New
$5.5 - $12.39 $135K - $305K
24.6K $158K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.34K
New
$98.47 - $109.35 $132K - $146K
1.34K $131K
VTC
Vanguard Scottsdale Fds Total

ETFs
1.1K
New
$75.59 - $79.31 $83.1K - $87.2K
1.1K $83K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.46K
New
$31.23 - $33.51 $76.9K - $82.5K
2.46K $77K
KNTK
Kinetik Holdings Inc.

Energy
1.18K
New
$45.65 - $61.95 $54K - $73.2K
1.18K $67K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
637
New
$91.39 - $113.27 $58.2K - $72.2K
637 $60K
AOK
Ishares Tr Core Conservative A

ETFs
1.58K
New
$37.3 - $38.64 $58.7K - $60.9K
1.58K $58K
XTJL
Innovator Etfs Tr Us Equity Ac
1.68K
New
$32.61 - $34.05 $54.9K - $57.3K
1.68K $56K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.07K
New
$26.18 - $28.77 $54.2K - $59.6K
2.07K $54K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
669
New
$69.3 - $74.3 $46.4K - $49.7K
669 $47K
EPI
Wisdomtree Tr India Earnings F

ETFs
956
New
$45.09 - $50.08 $43.1K - $47.9K
956 $43K
EWJ
Ishares Msci Japan ETF

ETFs
548
New
$66.18 - $71.84 $36.3K - $39.4K
548 $36K
RGTI
Rigetti Computing, Inc.

Technology
1.85K
New
$0.74 - $17.08 $1.37K - $31.5K
1.85K $28K
KAPR
Innovator U.S. Small Cap Power

ETFs
843
New
$32.06 - $34.27 $27K - $28.9K
843 $27K
LAKE
Lakeland Industries Inc

Consumer Cyclical
863
New
$18.59 - $25.55 $16K - $22K
863 $22K
XSMO
Invesco S&P Smallcap Momentum

ETFs
339
New
$65.08 - $73.72 $22.1K - $25K
339 $22K
LYFT
Lyft, Inc.

Technology
1.7K
New
$12.36 - $18.59 $21K - $31.5K
1.7K $21K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
133
New
$164.89 - $177.66 $21.9K - $23.6K
133 $21K
MLPA
Global X Mlp ETF

ETFs
442
New
$47.44 - $52.61 $21K - $23.3K
442 $21K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
226
New
$89.97 - $98.59 $20.3K - $22.3K
226 $21K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
343
New
$51.94 - $55.55 $17.8K - $19.1K
343 $18K
IYG
Ishares Tr

ETFs
232
New
$70.24 - $82.34 $16.3K - $19.1K
232 $18K
ALVO
Alvotech

Healthcare
1.39K
New
$11.28 - $13.2 $15.7K - $18.3K
1.39K $18K
IEZ
Ishares Tr

ETFs
870
New
$18.93 - $22.09 $16.5K - $19.2K
870 $17K
INFA
Informatica Inc.

Technology
669
New
$23.96 - $27.39 $16K - $18.3K
669 $17K
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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