Ever Source Wealth Advisors, LLC Reduced Holdings in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-26.2K
- 41.4%
$250.81 - $283.3 $6.56M - $7.41M
37K $9.4M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-74.4K
- 25.2%
N/A
221K $6.96M
AMAT
Applied Materials Inc

Technology
-22
- 0.04%
$161.44 - $213.89 $3.55K - $4.71K
49.4K $8.03M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-12.5K
- 43.85%
$131.66 - $144.0 $1.64M - $1.8M
16K $2.11M
AMGN
Amgen Inc

Healthcare
-408
- 1.38%
$258.78 - $328.31 $106K - $134K
29.1K $7.57M
VIG
Vanguard Dividend Appreciation

ETFs
-10.5K
- 8.44%
N/A
114K $20.8M
IDV
Ishares Tr

ETFs
-57.8K
- 49.2%
$27.03 - $29.92 $1.56M - $1.73M
59.7K $1.63M
MRK
Merck & Co., Inc.

Healthcare
-15.2K
- 52.66%
$96.31 - $114.76 $1.46M - $1.74M
13.6K $1.36M
NVO
Novo Nordisk A S

Healthcare
-14K
- 72.13%
$85.0 - $120.04 $1.19M - $1.68M
5.42K $465K
PPG
Ppg Industries Inc

Basic Materials
-8K
- 17.45%
$119.09 - $131.37 $952K - $1.05M
37.8K $4.52M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.24K
- 3.18%
$77.86 - $79.27 $642K - $653K
251K $19.6M
MBB
Ishares Tr

ETFs
-3.41K
- 2.91%
$91.26 - $95.82 $311K - $327K
114K $10.4M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-887
- 0.29%
$26.79 - $30.35 $23.8K - $26.9K
303K $8.24M
LMT
Lockheed Martin Corp

Industrials
-815
- 26.16%
$479.66 - $614.62 $391K - $501K
2.3K $1.12M
ABT
Abbott Laboratories

Healthcare
-5.42K
- 20.92%
$111.93 - $119.39 $607K - $647K
20.5K $2.32M
PULS
Pgim ETF Tr

ETFs
-12.2K
- 70.61%
$49.51 - $49.79 $604K - $607K
5.07K $251K
JNJ
Johnson & Johnson

Healthcare
-1.34K
- 7.0%
$143.34 - $165.86 $192K - $222K
17.8K $2.57M
INDA
Ishares Msci India Index Fund

ETFs
-8.19K
- 99.49%
$52.64 - $58.16 $431K - $477K
42 $2K
AMD
Advanced Micro Devices Inc

Technology
-410
- 4.79%
$118.88 - $172.8 $48.7K - $70.8K
8.15K $984K
AM
Antero Midstream Corp

Energy
-27.2K
- 85.1%
$14.22 - $15.97 $387K - $434K
4.76K $71K
ELV
Elevance Health, Inc.

Healthcare
-308
- 17.49%
$365.96 - $514.62 $113K - $159K
1.45K $536K
BIBL
Northern Lts Fd Tr Iv

ETFs
-4.79K
- 5.12%
$38.73 - $42.41 $186K - $203K
88.8K $3.45M
HSY
Hershey CO

Consumer Defensive
-1.73K
- 75.52%
$168.67 - $193.65 $291K - $335K
560 $94K
DFIV
Dimensional ETF Tr

ETFs
-1.63K
- 1.55%
$34.86 - $37.97 $56.8K - $61.9K
104K $3.67M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-160
- 25.4%
$701.85 - $1046.91 $112K - $168K
470 $334K
UBER
Uber Technologies, Inc

Technology
-2.31K
- 19.05%
$59.93 - $86.34 $138K - $200K
9.82K $592K
KLAC
Kla Corp

Technology
-239
- 21.13%
$614.46 - $829.55 $147K - $198K
892 $562K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.87K
- 10.83%
$45.07 - $47.1 $219K - $229K
40.1K $1.81M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-11.9K
- 33.58%
$23.42 - $24.2 $278K - $288K
23.5K $550K
TPIF
Timothy Plan Intl ETF (De)

ETFs
-8.11K
- 25.29%
$26.38 - $28.72 $214K - $233K
23.9K $636K
NKE
Nike, Inc.

Consumer Cyclical
-1.69K
- 13.4%
$73.36 - $89.13 $124K - $151K
10.9K $827K
MU
Micron Technology Inc

Technology
-1.94K
- 31.36%
$84.16 - $113.41 $164K - $220K
4.25K $357K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-2.84K
- 9.8%
$64.2 - $72.31 $182K - $205K
26.1K $1.69M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-5.85K
- 27.22%
$36.95 - $39.5 $216K - $231K
15.7K $578K
OXY
Occidental Petroleum Corp

Energy
-3.87K
- 12.06%
$45.36 - $55.91 $176K - $217K
28.3K $1.4M
ADBE
Adobe Inc.

Technology
-155
- 6.19%
$437.39 - $552.96 $67.8K - $85.7K
2.35K $1.05M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-3.61K
- 43.22%
$61.65 - $67.55 $223K - $244K
4.75K $297K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.61K
- 38.5%
$77.25 - $91.3 $279K - $329K
5.76K $491K
CDW
Cdw Corp

Technology
-886
- 55.41%
$171.49 - $225.64 $152K - $200K
713 $124K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-824
- 7.3%
$114.08 - $125.68 $94K - $104K
10.5K $1.2M
IBB
Ishares Biotechnology ETF

ETFs
-1.28K
- 31.02%
$131.21 - $148.85 $168K - $190K
2.84K $376K
CSL
Carlisle Companies Inc

Industrials
-2
- 0.07%
$368.67 - $480.91 $737 - $962
2.75K $1.01M
VOE
Vanguard Mid Cap Value Index F

ETFs
-354
- 1.37%
$160.89 - $176.18 $57K - $62.4K
25.5K $4.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-417
- 1.9%
$75.1 - $82.99 $31.3K - $34.6K
21.5K $1.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-100
- 6.44%
$501.29 - $612.85 $50.1K - $61.3K
1.45K $755K
MGV
Vanguard Mega Cap Value

ETFs
-479
- 1.22%
$124.06 - $133.48 $59.4K - $63.9K
38.9K $4.85M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2K
- 5.04%
$50.14 - $52.56 $100K - $105K
37.6K $1.89M
F
Ford Motor CO

Consumer Cyclical
-16.6K
- 54.3%
$9.69 - $11.4 $161K - $189K
14K $138K
CVX
Chevron Corp

Energy
-105
- 0.16%
$141.15 - $162.53 $14.8K - $17.1K
67.1K $9.72M
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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