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
Cava Group Inc Com
559
New
N/A
559 $0
NRC
National Research Corp

Healthcare
8
New
$17.07 - $21.78 $137 - $174
8 $0
TRST
Trustco Bank Corp N Y

Financial Services
1
New
$31.83 - $37.96 $31.8 - $38
1 $0
UIHC
United Insurance Holdings Corp.

Financial Services
14
New
N/A
14 $0
SMR
Nuscale Power Corp

Industrials
11
New
$11.69 - $30.21 $129 - $332
11 $0
SAGE
Sage Therapeutics, Inc.

Healthcare
1
New
$4.78 - $8.57 $4.78 - $8.57
1 $0
LILA
Liberty Latin America Ltd.

Communication Services
51
New
$6.16 - $10.4 $314 - $530
51 $0
OOMA
Ooma Inc

Communication Services
1
New
$11.04 - $16.04 $11 - $16
1 $0
PNRG
Primeenergy Resources Corp

Energy
1
New
$144.05 - $227.0 $144 - $227
1 $0
MNKD
Mannkind Corp

Healthcare
108
New
$5.93 - $7.44 $640 - $804
108 $0
Unusual Whales Subversive Democratic Trading ETF
176
New
N/A
176 $0
GERN
Geron Corp

Healthcare
22
New
$3.3 - $4.44 $72.6 - $97.7
22 $0
GNK
Genco Shipping & Trading LTD

Industrials
37
New
$13.64 - $19.17 $505 - $709
37 $0
TRUP
Trupanion, Inc.

Financial Services
12
New
$41.09 - $56.01 $493 - $672
12 $0
Intuitive Machines Inc Class A Com
14
New
N/A
14 $0
CPF
Central Pacific Financial Corp

Financial Services
24
New
$26.76 - $32.63 $642 - $783
24 $0
Enliven Therapeutics Inc Com
2
New
N/A
2 $0
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
74
New
$1.12 - $1.93 $82.9 - $143
74 $0
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
14
New
$8.85 - $13.86 $124 - $194
14 $0
Atlas Energy Solutions Inc Com New
24
New
N/A
24 $0
Vanguard Short Term Tax Exempt Bond ETF
13K
New
N/A
13K $0
IRMD
Iradimed Corp

Healthcare
16
New
$48.3 - $57.35 $773 - $918
16 $0
AXGN
Axogen, Inc.

Healthcare
5
New
$12.47 - $17.19 $62.4 - $86
5 $0
AIP
Arteris, Inc.

Technology
13
New
$6.77 - $10.61 $88 - $138
13 $0
Avadel Pharmaceuticals PLC Com Shs
277
New
N/A
277 $0
Rubrik Inc. Cl A
7
New
N/A
7 $0
CRGY
Crescent Energy CO

Energy
39
New
$11.17 - $15.28 $436 - $596
39 $0
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
20
New
$15.03 - $16.21 $301 - $324
20 $0
QTJA
Innovator Etfs Tr Growth Accel
3K
New
N/A
3K $0
AMLX
Amylyx Pharmaceuticals, Inc.

Healthcare
25
New
$2.94 - $7.03 $73.5 - $176
25 $0
Tevogen Bio Hldgs Inc Com
1
New
N/A
1 $0
Southland Hldgs Inc Com
34
New
N/A
34 $0
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
25
New
$3.73 - $6.99 $93.3 - $175
25 $0
TRUE
True Car, Inc.

Communication Services
38
New
$3.21 - $4.57 $122 - $174
38 $0
Ferrovial Se Ord Shs
60
New
N/A
60 $0
Arista Networks Inc Com Shs
6.97K
New
N/A
6.97K $0
CODI
Compass Diversified Holdings

Industrials
19
New
$20.56 - $24.27 $391 - $461
19 $0
BRCC
Brc Inc.

Consumer Defensive
35
New
$2.82 - $3.5 $98.7 - $123
35 $0
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
3
New
$25.99 - $33.52 $78 - $101
3 $0
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
8
New
$7.25 - $10.0 $58 - $80
8 $0
ZG
Zillow Group, Inc.

Communication Services
2
New
$56.08 - $82.33 $112 - $165
2 $0
Oceanpal Inc Com
16
New
N/A
16 $0
UDMY
Udemy, Inc.

Consumer Defensive
44
New
$7.17 - $8.89 $315 - $391
44 $0
TRDA
Entrada Therapeutics, Inc.

Healthcare
14
New
$15.82 - $21.59 $221 - $302
14 $0
CBL
Cbl & Associates Properties Inc

Real Estate
8
New
$24.95 - $31.75 $200 - $254
8 $0
NRDS
Nerdwallet, Inc.

Financial Services
13
New
$10.99 - $16.0 $143 - $208
13 $0
CDRE
Cadre Holdings, Inc.

Industrials
4
New
$31.0 - $40.22 $124 - $161
4 $0
GCI
Gannett Co., Inc.

Communication Services
31
New
$4.68 - $5.81 $145 - $180
31 $0
TSVT
2seventy Bio, Inc.

Healthcare
2
New
$2.89 - $5.21 $5.78 - $10.4
2 $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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