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
ONTF
On24 Inc.

Technology
11
New
$5.9 - $6.98 $64.9 - $76.8
11 $0
INZY
Inozyme Pharma, Inc.

Healthcare
5
New
$2.48 - $5.54 $12.4 - $27.7
5 $0
NTST
Netstreit Corp.

Real Estate
38
New
$13.84 - $16.74 $526 - $636
38 $0
FEM
First Trust Emerging Markets A

ETFs
43
New
$22.03 - $24.21 $947 - $1.04K
43 $0
SBTX
Silverback Therapeutics, Inc.

Healthcare
5
New
N/A
5 $0
THR
Thermon Group Holdings, Inc.

Industrials
23
New
$26.21 - $32.32 $603 - $743
23 $0
ADCT
Adc Therapeutics Sa

Healthcare
77
New
$1.89 - $3.48 $146 - $268
77 $0
EVCM
Ever Commerce Inc.

Technology
42
New
$9.97 - $12.22 $419 - $513
42 $0
LYRA
Lyra Therapeutics, Inc.

Healthcare
119
New
$0.17 - $0.28 $20.2 - $33.3
119 $0
NSSC
Napco Security Technologies, Inc

Industrials
12
New
$34.51 - $42.2 $414 - $506
12 $0
GALT
Galectin Therapeutics Inc

Healthcare
46
New
$0.87 - $3.0 $40 - $138
46 $0
GBIO
Generation Bio Co.

Healthcare
75
New
$1.02 - $2.51 $76.5 - $188
75 $0
NRIX
Nurix Therapeutics, Inc.

Healthcare
33
New
$18.64 - $28.14 $615 - $929
33 $0
ANNX
Annexon, Inc.

Healthcare
10
New
$4.44 - $7.63 $44.4 - $76.3
10 $0
MEG
Montrose Environmental Group, Inc.

Industrials
2
New
$15.62 - $27.65 $31.2 - $55.3
2 $0
LNN
Lindsay Corp

Industrials
8
New
$112.21 - $133.52 $898 - $1.07K
8 $0
UNTY
Unity Bancorp Inc

Financial Services
8
New
$32.38 - $47.5 $259 - $380
8 $0
PLPC
Preformed Line Products CO

Industrials
4
New
$121.1 - $143.56 $484 - $574
4 $0
EML
Eastern CO

Industrials
4
New
$26.35 - $34.36 $105 - $137
4 $0
RNGR
Ranger Energy Services, Inc.

Energy
15
New
$11.95 - $16.97 $179 - $255
15 $0
ACCD
Accolade, Inc.

Healthcare
216
New
$3.15 - $4.04 $680 - $873
216 $0
Brookfield Infrastructure Corp Com Sub Vtg A
681
New
N/A
681 $0
VEL
Velocity Financial, Inc.

Financial Services
1
New
$19.05 - $20.76 $19.1 - $20.8
1 $0
SCS
Steelcase Inc

Industrials
79
New
$11.65 - $13.72 $920 - $1.08K
79 $0
MG
Mistras Group, Inc.

Industrials
38
New
$8.4 - $12.31 $319 - $468
38 $0
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
1
New
$76.72 - $106.92 $76.7 - $107
1 $0
CSTL
Castle Biosciences Inc

Healthcare
9
New
$26.52 - $34.67 $239 - $312
9 $0
CTGO
Contango Ore, Inc.

Basic Materials
26
New
$10.02 - $23.75 $261 - $618
26 $0
REAL
The Real Real, Inc.

Consumer Cyclical
39
New
$2.89 - $11.18 $113 - $436
39 $0
ADPT
Adaptive Biotechnologies Corp

Healthcare
86
New
$4.37 - $6.78 $376 - $583
86 $0
RBBN
Ribbon Communications Inc.

Communication Services
62
New
$3.11 - $4.3 $193 - $267
62 $0
AKRO
Akero Therapeutics, Inc.

Healthcare
9
New
$26.75 - $35.28 $241 - $318
9 $0
HBT
Hbt Financial, Inc.

Financial Services
14
New
$20.89 - $24.77 $292 - $347
14 $0
CDXC
Chroma Dex Corp.

Healthcare
10
New
$3.25 - $7.72 $32.5 - $77.2
10 $0
EVI
Evi Industries, Inc.

Industrials
1
New
$16.35 - $21.76 $16.4 - $21.8
1 $0
GDYN
Grid Dynamics Holdings, Inc.

Technology
11
New
$13.96 - $22.7 $154 - $250
11 $0
MBWM
Mercantile Bank Corp

Financial Services
1
New
$41.26 - $51.16 $41.3 - $51.2
1 $0
Mind Medicine Mindmed Inc Com New
13
New
N/A
13 $0
NIC
Nicolet Bankshares Inc

Financial Services
5
New
$90.86 - $115.0 $454 - $575
5 $0
SPT
Sprout Social, Inc.

Technology
17
New
$26.49 - $36.24 $450 - $616
17 $0
VIACA
Paramount Global

Communication Services
3
New
N/A
3 $0
Universal Stainless & Alloy Pr Com
10
New
N/A
10 $0
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
21
New
$7.45 - $18.94 $156 - $398
21 $0
STOK
Stoke Therapeutics, Inc.

Healthcare
3
New
$10.8 - $13.92 $32.4 - $41.8
3 $0
GNE
Genie Energy Ltd.

Utilities
25
New
$14.47 - $16.97 $362 - $424
25 $0
PUBM
Pub Matic, Inc.

Technology
19
New
$14.35 - $16.94 $273 - $322
19 $0
DBI
Designer Brands Inc.

Consumer Cyclical
14
New
$4.66 - $6.85 $65.2 - $95.9
14 $0
GCMG
Gcm Grosvenor Inc.

Financial Services
47
New
$11.1 - $12.46 $522 - $586
47 $0
TLS
Telos Corp

Technology
7
New
$3.15 - $4.66 $22.1 - $32.6
7 $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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