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
AVAV
Aero Vironment Inc

Industrials
-3
- 42.86%
$153.72 - $235.17 $461 - $706
4 $0
IPGP
Ipg Photonics Corp

Technology
-4
- 12.9%
$71.88 - $85.75 $288 - $343
27 $1K
BANC
Banc Of California, Inc.

Financial Services
-67
- 9.68%
$13.66 - $17.77 $915 - $1.19K
625 $9K
SANA
Sana Biotechnology, Inc.

Healthcare
-180
- 55.9%
$1.6 - $4.36 $288 - $785
142 $0
ITGR
Integer Holdings Corp

Healthcare
-7
- 9.46%
$124.32 - $141.16 $870 - $988
67 $8K
RH
Rh

Consumer Cyclical
-2
- 33.33%
$311.9 - $446.04 $624 - $892
4 $1K
ALKT
Alkami Technology, Inc.

Technology
-39
- 17.49%
$31.06 - $42.22 $1.21K - $1.65K
184 $6K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-25
- 4.36%
$34.15 - $36.14 $854 - $904
549 $19K
FIGS
Figs, Inc.

Consumer Cyclical
-23
- 12.78%
$4.67 - $6.75 $107 - $155
157 $0
OUT
Outfront Media Inc.

Real Estate
-48
- 12.87%
$17.48 - $19.36 $839 - $929
325 $5K
CASY
Caseys General Stores Inc

Consumer Cyclical
-5
- 12.2%
$366.65 - $427.88 $1.83K - $2.14K
36 $14K
TAC
Transalta Corp

Utilities
-887
- 28.92%
$10.0 - $14.33 $8.87K - $12.7K
2.18K $30K
ITOS
I Teos Therapeutics, Inc.

Healthcare
-85
- 50.0%
$7.22 - $10.02 $614 - $852
85 $0
KAR
Kar Auction Services, Inc.

Consumer Cyclical
-99
- 18.17%
$15.53 - $20.75 $1.54K - $2.05K
446 $8K
BLCO
Bausch & Lomb Corp

Healthcare
-29
- 6.59%
$17.79 - $21.0 $516 - $609
411 $7K
HAIN
Hain Celestial Group Inc

Consumer Defensive
-38
- 14.18%
$6.12 - $9.09 $233 - $345
230 $1K
AAL
American Airlines Group Inc.

Industrials
-116
- 2.98%
N/A
3.78K $41K
STNE
Stone Co Ltd.

Technology
-53
- 55.79%
$7.88 - $11.59 $418 - $614
42 $0
FVRR
Fiverr International Ltd.

Communication Services
-47
- 52.81%
$21.53 - $35.45 $1.01K - $1.67K
42 $1K
LADR
Ladder Capital Corp

Real Estate
-30
- 2.02%
$10.95 - $11.99 $329 - $360
1.45K $16K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-128
- 7.8%
N/A
1.51K $10K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
-90
- 42.86%
$5.6 - $8.48 $504 - $763
120 $0
UTZ
Utz Brands, Inc.

Consumer Defensive
-13
- 5.06%
$15.46 - $18.02 $201 - $234
244 $3K
IQ
I Qiyi, Inc.

Communication Services
-429
- 61.64%
$1.95 - $3.19 $837 - $1.37K
267 $0
DQ
Daqo New Energy Corp.

Technology
-24
- 40.68%
$17.21 - $29.17 $413 - $700
35 $0
BUR
Burford Capital LTD

Financial Services
-67
- 30.04%
$12.71 - $14.61 $852 - $979
156 $1K
UCTT
Ultra Clean Holdings, Inc.

Technology
-25
- 36.23%
$33.45 - $40.93 $836 - $1.02K
44 $1K
M
Macy'S, Inc.

Consumer Cyclical
-256
- 9.18%
$14.56 - $18.1 $3.73K - $4.63K
2.53K $42K
EVRG
Evergy, Inc.

Utilities
-18
- 3.62%
$59.06 - $65.0 $1.06K - $1.17K
479 $29K
PDCO
Patterson Companies, Inc.

Healthcare
-11
- 26.19%
$19.57 - $31.4 $215 - $345
31 $0
SFNC
Simmons First National Corp

Financial Services
-31
- 6.33%
$21.01 - $25.53 $651 - $791
459 $10K
PI
Impinj Inc

Technology
-1
- 11.11%
$141.81 - $238.72 $142 - $239
8 $1K
UHALB
Amerco Com Ser N
-15
- 20.83%
N/A
57 $0
New York Mtg Tr Inc Com
-367
- 53.34%
N/A
321 $0
SCI
Service Corp International

Consumer Cyclical
-2
- 0.55%
$73.36 - $88.6 $147 - $177
359 $28K
Celestica Inc Com
-2.98K
- 84.25%
N/A
556 $0
CADE
Cadence Bank

Financial Services
-87
- 9.05%
$30.54 - $39.29 $2.66K - $3.42K
874 $30K
Tko Group Holdings Inc Cl A
-67
- 8.74%
N/A
700 $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-137
- 7.7%
N/A
1.64K $0
Star Hldgs Shs Ben Int
-47
- 64.38%
N/A
26 $0
Brookfield Corp Cl A LTD Vt Sh
-1.44K
- 43.44%
N/A
1.87K $0
Sitio Royalties Corp Class A Com
-35
- 18.52%
N/A
154 $0
PRME
Prime Medicine, Inc.
-100
- 94.34%
$2.64 - $4.46 $264 - $446
6 $0
Wells Fargo CO New Perp Pfd Cnv A
-2
- 28.57%
N/A
5 $0
PFGC
Performance Food Group CO

Consumer Defensive
-4
- 4.08%
$78.03 - $90.57 $312 - $362
94 $7K
IDYA
Ideaya Biosciences, Inc.

Healthcare
-11
- 78.57%
$24.79 - $31.98 $273 - $352
3 $0
Ftai Aviation LTD Shs
-604
- 19.37%
N/A
2.51K $0
Coherent Corp Com
-21
- 9.09%
N/A
210 $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-300
- 78.95%
N/A
80 $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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