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
SBSI
Southside Bancshares Inc

Financial Services
20
New
$31.67 - $37.22 $633 - $744
20 $0
PGC
Peapack Gladstone Financial Corp

Financial Services
6
New
$26.5 - $37.57 $159 - $225
6 $0
ESPR
Esperion Therapeutics, Inc.

Healthcare
157
New
$1.61 - $3.83 $253 - $601
157 $0
OFIX
Orthofix Medical Inc.

Healthcare
19
New
$15.0 - $20.02 $285 - $380
19 $0
Cg Oncology Inc Com
6
New
N/A
6 $0
LEU
Centrus Energy Corp

Energy
3
New
$55.8 - $109.53 $167 - $329
3 $0
Proshares Ultrapro Short S&P500
0
New
N/A
0 $0
Vanguard Intermediate Term Tax Exempt Bond ETF
9.13K
New
N/A
9.13K $0
Solidion Technology Inc Com
137
New
N/A
137 $0
Sable Offshore Corp Com Shs
7
New
N/A
7 $0
Maui Ld & Pineapple Inc Com
4
New
N/A
4 $0
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
32
New
$0.65 - $2.08 $20.8 - $66.6
32 $0
WETF
Wisdom Tree Investments, Inc.

Financial Services
96
New
N/A
96 $0
SCVL
Shoe Carnival Inc

Consumer Cyclical
7
New
$32.69 - $41.93 $229 - $294
7 $0
PRO
Pros Holdings, Inc.

Technology
38
New
$17.69 - $25.4 $672 - $965
38 $0
RVNC
Revance Therapeutics, Inc.

Healthcare
7
New
N/A
7 $0
NATH
Nathans Famous, Inc.

Consumer Cyclical
3
New
$78.61 - $93.6 $236 - $281
3 $0
FTSL
First Trust Senior Ln Fund

ETFs
0
New
$45.9 - $46.48 $0 - $0
0 $0
ISTR
Investar Holding Corp

Financial Services
1
New
$18.39 - $24.45 $18.4 - $24.5
1 $0
XNCR
Xencor Inc

Healthcare
2
New
$19.43 - $26.84 $38.9 - $53.7
2 $0
Dimensional Global Core Plus Fixed Income ETF
732
New
N/A
732 $0
Fidelity Enhanced Large Cap Core ETF
187
New
N/A
187 $0
ENTA
Enanta Pharmaceuticals Inc

Healthcare
30
New
$5.75 - $12.99 $173 - $390
30 $0
Worthington Stl Inc Com Shs
8
New
N/A
8 $0
Hut 8 Corp Com
13
New
N/A
13 $0
Diana Shipping Inc Wt Exp 121426
116
New
N/A
116 $0
GENC
Gencor Industries Inc

Industrials
14
New
$17.22 - $22.68 $241 - $318
14 $0
BFOR
Alps ETF Tr Barrons 400 ETF
128
New
N/A
128 $0
CEVA
Ceva Inc

Technology
9
New
$23.34 - $33.25 $210 - $299
9 $0
SMLR
Semler Scientific, Inc.

Healthcare
1
New
$22.48 - $74.73 $22.5 - $74.7
1 $0
SEMR
Se Mrush Holdings, Inc.

Technology
27
New
$11.84 - $15.24 $320 - $411
27 $0
Franklin Bitcoin ETF
3
New
N/A
3 $0
AEHR
Aehr Test Systems

Technology
43
New
$10.78 - $16.98 $464 - $730
43 $0
Reddit Inc Cl A
171
New
N/A
171 $0
CSV
Carriage Services Inc

Consumer Cyclical
6
New
$30.35 - $41.08 $182 - $246
6 $0
LOVE
Lovesac CO

Consumer Cyclical
10
New
$22.7 - $38.64 $227 - $386
10 $0
MPB
Mid Penn Bancorp Inc

Financial Services
29
New
$28.76 - $33.02 $834 - $958
29 $0
Kiniksa Pharmaceuticals Intl P Ord Shs Cl A
13
New
N/A
13 $0
Amalgamated Financial Corp Com
49
New
N/A
49 $0
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
29
New
$7.69 - $9.25 $223 - $268
29 $0
HSTM
Healthstream Inc

Healthcare
27
New
$28.11 - $33.16 $759 - $895
27 $0
CERS
Cerus Corp

Healthcare
519
New
$1.52 - $2.03 $789 - $1.05K
519 $0
LASR
Nlight, Inc.

Technology
9
New
$9.88 - $14.68 $88.9 - $132
9 $0
CALX
Calix, Inc

Technology
4
New
$29.03 - $39.89 $116 - $160
4 $0
EVER
Ever Quote, Inc.

Communication Services
9
New
$16.8 - $21.02 $151 - $189
9 $0
BV
Bright View Holdings, Inc.

Industrials
20
New
$15.48 - $18.73 $310 - $375
20 $0
BXC
Blue Linx Holdings Inc.

Industrials
4
New
$100.47 - $131.66 $402 - $527
4 $0
FLXS
Flexsteel Industries Inc

Consumer Cyclical
1
New
$40.72 - $64.48 $40.7 - $64.5
1 $0
VERU
Veru Inc.

Healthcare
46
New
$0.58 - $0.93 $26.7 - $42.8
46 $0
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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