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
ZETA
Zeta Global Holdings Corp.

Technology
-36
- 30.25%
$17.37 - $36.74 $625 - $1.32K
83 $1K
ENPH
Enphase Energy, Inc.

Technology
-9
- 21.43%
$59.52 - $111.18 $536 - $1K
33 $2K
ELY
Callaway Golf CO

Consumer Cyclical
-103
- 26.34%
N/A
288 $5K
CTO
Cto Realty Growth, Inc.

Real Estate
-92
- 56.44%
$18.57 - $20.65 $1.71K - $1.9K
71 $1K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-5
- 6.25%
$155.13 - $179.02 $776 - $895
75 $11K
PCH
Potlatchdeltic Corp

Real Estate
-21
- 8.3%
$38.4 - $44.89 $806 - $943
232 $9K
NSA
National Storage Affiliates Trust

Real Estate
-25
- 37.88%
$37.2 - $47.44 $930 - $1.19K
41 $1K
SCL
Stepan CO

Basic Materials
-12
- 44.44%
$64.61 - $81.08 $775 - $973
15 $0
CCK
Crown Holdings Inc

Consumer Cyclical
-1
- 0.93%
$81.89 - $97.79 $81.9 - $97.8
106 $8K
PZZA
Papa Johns International Inc

Consumer Cyclical
-21
- 22.11%
$38.91 - $58.21 $817 - $1.22K
74 $3K
MMYT
Make My Trip LTD

Consumer Cyclical
-24
- 2.99%
N/A
779 $67K
ADNT
Adient PLC

Consumer Cyclical
-48
- 23.65%
$16.85 - $22.74 $809 - $1.09K
155 $2K
ACIW
Aci Worldwide, Inc.

Technology
-49
- 12.93%
$48.81 - $59.2 $2.39K - $2.9K
330 $17K
INT
World Fuel Services Corp

Energy
-86
- 75.44%
N/A
28 $0
AX
Axos Financial, Inc.

Financial Services
-32
- 50.0%
$59.93 - $86.6 $1.92K - $2.77K
32 $2K
DOX
Amdocs LTD

Technology
-18
- 5.52%
$82.94 - $92.86 $1.49K - $1.67K
308 $26K
MTTR
Matterport, Inc.

Technology
-385
- 17.31%
$4.46 - $4.96 $1.72K - $1.91K
1.84K $8K
GXO
Gxo Logistics, Inc.

Industrials
-33
- 29.46%
$41.93 - $63.02 $1.38K - $2.08K
79 $3K
FOXA
Fox Corp

Communication Services
-145
- 17.9%
$41.35 - $49.99 $6K - $7.25K
665 $32K
ABM
Abm Industries Inc

Industrials
-23
- 13.29%
$50.32 - $58.61 $1.16K - $1.35K
150 $7K
LOB
Live Oak Bancshares, Inc.

Financial Services
-49
- 90.74%
$38.65 - $50.22 $1.89K - $2.46K
5 $0
UA
Under Armour Inc Cl C

Consumer Cyclical
-112
- 9.48%
$7.37 - $9.94 $825 - $1.11K
1.07K $7K
OEC
Orion Engineered Carbons S.A.

Basic Materials
-50
- 66.67%
$14.98 - $19.3 $749 - $965
25 $0
GBCI
Glacier Bancorp, Inc.

Financial Services
-29
- 15.59%
$44.09 - $58.89 $1.28K - $1.71K
157 $7K
HUBS
Hubspot Inc

Technology
-94
- 24.04%
$514.07 - $757.4 $48.3K - $71.2K
297 $206K
IRTC
I Rhythm Technologies, Inc.

Healthcare
-46
- 20.0%
$57.07 - $91.45 $2.63K - $4.21K
184 $16K
EXK
Endeavour Silver Corp

Basic Materials
-52
- 1.17%
$3.56 - $5.55 $185 - $289
4.38K $16K
NTGR
Netgear, Inc.

Technology
-75
- 44.12%
$19.06 - $29.03 $1.43K - $2.18K
95 $2K
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
-465
- 49.95%
$2.68 - $3.6 $1.25K - $1.67K
466 $1K
KWR
Quaker Chemical Corp

Basic Materials
-6
- 28.57%
$137.52 - $180.36 $825 - $1.08K
15 $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-90
- 3.32%
$62.09 - $82.32 $5.59K - $7.41K
2.62K $174K
HAE
Haemonetics Corp

Healthcare
-3
- 4.48%
$71.16 - $93.38 $213 - $280
64 $4K
MBSD
Flexshares Tr Disciplined Dura

ETFs
-1
- 0.08%
$20.17 - $20.98 $20.2 - $21
1.2K $24K
X
United States Steel Corp

Basic Materials
-23
- 6.59%
$30.14 - $42.31 $693 - $973
326 $11K
HTLF
Heartland Financial Usa Inc

Financial Services
-12
- 27.91%
$54.47 - $69.06 $654 - $829
31 $1K
AZUL
Azul Sa

Industrials
-63
- 12.88%
$1.59 - $3.45 $100 - $217
426 $0
UCBI
United Community Banks Inc

Financial Services
-51
- 6.35%
N/A
752 $22K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
-125
- 48.83%
$7.15 - $9.28 $894 - $1.16K
131 $1K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
-195
- 59.63%
$2.78 - $3.58 $542 - $698
132 $0
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
-234
- 99.57%
$7.11 - $9.0 $1.66K - $2.11K
1 $0
AZTA
Azenta, Inc.

Healthcare
-26
- 19.4%
$40.37 - $51.57 $1.05K - $1.34K
108 $5K
CRON
Cronos Group Inc.

Healthcare
-608
- 54.58%
$1.87 - $2.29 $1.14K - $1.39K
506 $1K
OXM
Oxford Industries Inc

Consumer Cyclical
-7
- 16.28%
$72.62 - $86.4 $508 - $605
36 $2K
FINV
Fin Volution Group

Financial Services
-287
- 23.52%
$5.75 - $7.13 $1.65K - $2.05K
933 $6K
ASAI
Sendas Distributor S.A.

Consumer Defensive
-170
- 76.58%
$4.12 - $6.81 $700 - $1.16K
52 $0
UBSI
United Bankshares Inc

Financial Services
-15
- 23.81%
$35.53 - $43.29 $533 - $649
48 $1K
CLW
Clearwater Paper Corp

Basic Materials
-34
- 85.0%
$24.53 - $32.66 $834 - $1.11K
6 $0
U
Unity Software Inc.

Technology
-52
- 5.7%
$17.34 - $27.72 $902 - $1.44K
861 $19K
MGNI
Magnite, Inc.

Communication Services
-109
- 59.56%
$11.91 - $18.0 $1.3K - $1.96K
74 $1K
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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