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
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
21
New
$8.09 - $12.5 $170 - $263
21 $0
Bluebird Bio Inc Com New
27
New
N/A
27 $0
FCBC
First Community Bankshares Inc

Financial Services
5
New
$40.95 - $48.99 $205 - $245
5 $0
Anaptysbio Inc Com
10
New
N/A
10 $0
HRTX
Heron Therapeutics, Inc.

Healthcare
33
New
$1.06 - $2.12 $35 - $70
33 $0
CDMO
Avid Bioservices, Inc.

Healthcare
18
New
$9.96 - $12.36 $179 - $222
18 $0
LGFB
Lions Gate Entmt Corp Cl B Non
11
New
N/A
11 $0
LGFA
Lions Gate Entmt Corp Cl A Vtg
3
New
N/A
3 $0
PLSE
Pulse Biosciences, Inc.

Healthcare
2
New
$14.56 - $21.08 $29.1 - $42.2
2 $0
RBLD
First Tr Exchange Traded Fd Ii
6
New
N/A
6 $0
SHBI
Shore Bancshares Inc

Financial Services
4
New
$13.3 - $17.43 $53.2 - $69.7
4 $0
VERV
Verve Therapeutics, Inc.

Healthcare
92
New
$4.5 - $7.19 $414 - $661
92 $0
FSBC
Five Star Bancorp

Financial Services
5
New
$28.1 - $33.55 $141 - $168
5 $0
HOWL
Werewolf Therapeutics, Inc.

Healthcare
33
New
$1.48 - $3.63 $48.8 - $120
33 $0
BTMD
Biote Corp.

Healthcare
21
New
$5.04 - $6.93 $106 - $146
21 $0
SWIM
Latham Group, Inc.

Industrials
12
New
$5.42 - $8.35 $65 - $100
12 $0
TMCI
Treace Medical Concepts, Inc.

Healthcare
4
New
$4.66 - $8.78 $18.6 - $35.1
4 $0
SKYT
Sky Water Technology, Inc

Technology
22
New
$7.9 - $16.06 $174 - $353
22 $0
Ginkgo Bioworks Holdings Inc Cl A New
6
New
N/A
6 $0
CTLP
Cantaloupe, Inc.

Technology
24
New
$7.78 - $10.33 $187 - $248
24 $0
AKYA
Akoya Biosciences, Inc.

Healthcare
22
New
$2.07 - $3.24 $45.5 - $71.3
22 $0
PAY
Paymentus Holdings, Inc.

Technology
2
New
$19.82 - $38.35 $39.6 - $76.7
2 $0
ZIP
Ziprecruiter, Inc.

Industrials
26
New
$7.07 - $11.1 $184 - $289
26 $0
JANX
Janux Therapeutics, Inc.

Healthcare
8
New
$40.18 - $66.83 $321 - $535
8 $0
INDI
Indie Semiconductor, Inc.

Technology
8
New
$3.31 - $5.48 $26.5 - $43.8
8 $0
QSI
Quantum Si Inc

Healthcare
26
New
$0.63 - $3.6 $16.4 - $93.6
26 $0
TASK
Task Us, Inc.

Technology
6
New
$11.64 - $18.94 $69.8 - $114
6 $0
NAUT
Nautilus Biotechnology, Inc.

Healthcare
100
New
$1.67 - $2.96 $167 - $296
100 $0
MQ
Marqeta, Inc.

Technology
107
New
$3.42 - $5.95 $366 - $637
107 $0
JBI
Janus International Group, Inc.

Industrials
50
New
$7.02 - $10.41 $351 - $521
50 $0
REAX
Real Brokerage Inc

Real Estate
10
New
$4.6 - $6.5 $46 - $65
10 $0
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
13
New
$12.46 - $16.39 $162 - $213
13 $0
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
115
New
$5.7 - $8.27 $656 - $951
115 $0
AGL
Agilon Health, Inc.

Healthcare
137
New
$1.57 - $3.67 $215 - $503
137 $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
283
New
$1.07 - $1.47 $303 - $416
283 $0
Aptiv PLC Com Shs
121
New
N/A
121 $0
PPTA
Perpetua Resources Corp.

Basic Materials
10
New
$8.86 - $12.8 $88.6 - $128
10 $0
THRY
Thryv Holdings, Inc.

Communication Services
27
New
$13.55 - $18.34 $366 - $495
27 $0
BVS
Bioventus Inc.

Healthcare
8
New
$10.5 - $13.71 $84 - $110
8 $0
DSP
Viant Technology Inc.

Technology
7
New
$10.7 - $21.04 $74.9 - $147
7 $0
SMRT
Smart Rent, Inc.

Technology
5
New
$1.41 - $1.96 $7.05 - $9.8
5 $0
TERN
Terns Pharmaceuticals, Inc.

Healthcare
5
New
$5.53 - $8.36 $27.7 - $41.8
5 $0
ETWO
E2open Parent Holdings, Inc.

Technology
110
New
$2.58 - $4.15 $284 - $457
110 $0
Ouster Inc Com New
31
New
N/A
31 $0
PCT
Pure Cycle Technologies, Inc.

Industrials
10
New
$8.81 - $14.3 $88.1 - $143
10 $0
KRT
Karat Packaging Inc.

Consumer Cyclical
8
New
$25.22 - $32.44 $202 - $260
8 $0
VUSB
Vanguard Bd Index Fds
24.2K
New
N/A
24.2K $0
AFRI
Forafric Global PLC

Consumer Defensive
4
New
$10.06 - $11.6 $40.2 - $46.4
4 $0
BBAI
Big Bear.Ai Holdings, Inc.

Technology
6
New
$1.38 - $4.81 $8.28 - $28.9
6 $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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