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
Revelyst Inc Com Shs
179
New
N/A
179 $0
Virtus Kar Mid Cap ETF
1
New
N/A
1 $0
Corbus Pharmaceuticals Hldgs I Com New
1
New
N/A
1 $0
Ardent Health Partners Inc Com
2
New
N/A
2 $0
Ishares Ethereum Trust ETF
166
New
N/A
166 $0
Franklin Ethereum ETF
10
New
N/A
10 $0
Grayscale Ethereum Mini Trust ETF
33
New
N/A
33 $0
Grayscale Bitcoin Mini Trust ETF
368
New
N/A
368 $0
Concentra Group Holdings Paren Common Stock
489
New
N/A
489 $0
USNA
Usana Health Sciences Inc

Consumer Defensive
5
New
$33.38 - $41.29 $167 - $206
5 $0
ASPN
Aspen Aerogels Inc

Industrials
15
New
$11.88 - $26.48 $178 - $397
15 $0
PKOH
Park Ohio Holdings Corp

Industrials
2
New
$25.82 - $33.48 $51.6 - $67
2 $0
CCNE
Cnb Financial Corp

Financial Services
1
New
$22.4 - $29.25 $22.4 - $29.3
1 $0
Sunrise Communications Ag Ads Cl A
433
New
N/A
433 $0
Orchid Is Cap Inc Com New
495
New
N/A
495 $0
CMCL
Caledonia Mining Corp PLC

Basic Materials
4
New
$9.18 - $16.82 $36.7 - $67.3
4 $0
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
10
New
N/A
10 $0
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2
New
$49.58 - $50.28 $99.2 - $101
2 $0
Spyre Therapeutics Inc Com New
8
New
N/A
8 $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
2
New
$50.35 - $50.69 $101 - $101
2 $0
Neumora Therapeutics Inc. Com
3
New
N/A
3 $0
KMPH
Kempharm, Inc

Healthcare
5
New
N/A
5 $0
Klaviyo Inc Com Ser A
20
New
N/A
20 $0
Dimensional World Equity ETF
7.41K
New
N/A
7.41K $0
HLIO
Helios Technologies, Inc.

Industrials
12
New
$44.42 - $56.28 $533 - $675
12 $0
CARE
Carter Bankshares, Inc.

Financial Services
26
New
$17.01 - $20.3 $442 - $528
26 $0
DMRC
Digimarc Corp

Technology
4
New
$26.18 - $38.77 $105 - $155
4 $0
ULBI
Ultralife Corp

Industrials
5
New
$7.18 - $9.61 $35.9 - $48.1
5 $0
Summit Therapeutics Inc Com
418
New
N/A
418 $0
BLBD
Blue Bird Corp

Consumer Cyclical
23
New
$36.37 - $46.1 $837 - $1.06K
23 $0
HNRG
Hallador Energy CO

Energy
1
New
$8.9 - $13.49 $8.9 - $13.5
1 $0
Apogee Therapeutics Inc Com
11
New
N/A
11 $0
Innovator Premium Income 20 Barrier ETF July
163
New
N/A
163 $0
BLFS
Biolife Solutions Inc

Healthcare
26
New
$20.47 - $27.47 $532 - $714
26 $0
INBK
First Internet Bancorp

Financial Services
5
New
$30.5 - $42.44 $153 - $212
5 $0
Amplify Junior Silver Miners ETF
200
New
N/A
200 $0
VIRC
Virco Mfg Corporation

Consumer Cyclical
15
New
$10.21 - $16.74 $153 - $251
15 $0
ALG
Alamo Group Inc

Industrials
5
New
$168.76 - $202.61 $844 - $1.01K
5 $0
CCBG
Capital City Bank Group Inc

Financial Services
15
New
$33.37 - $39.7 $501 - $596
15 $0
HEAR
Turtle Beach Corp

Technology
2
New
$14.65 - $18.56 $29.3 - $37.1
2 $0
Ispire Technology Inc Com
10
New
N/A
10 $0
2 X Bitcoin Strategy ETF
143
New
N/A
143 $0
CAL
Caleres Inc

Consumer Cyclical
4
New
$22.45 - $33.92 $89.8 - $136
4 $0
Nextplat Corp Com New
443K
New
N/A
443K $0
AMRK
A Mark Precious Metals, Inc.

Financial Services
32
New
$25.35 - $44.68 $811 - $1.43K
32 $0
Fidelis Insurance Holdings LTD Com
16
New
N/A
16 $0
Kodiak Gas Svcs Inc Com
7
New
N/A
7 $0
Fs Bancorp Inc Com
6
New
N/A
6 $0
ATOS
Atossa Therapeutics, Inc.

Healthcare
32
New
$0.94 - $1.62 $30.1 - $51.8
32 $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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