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
WIX
Wix.Com Ltd.

Technology
-6
- 2.79%
$156.75 - $229.35 $941 - $1.38K
209 $44K
GM
General Motors CO

Consumer Cyclical
-621
- 11.97%
$44.82 - $60.2 $27.8K - $37.4K
4.57K $243K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3
- 0.59%
$1146.59 - $1270.6 $3.44K - $3.81K
508 $602K
APO
Apollo Global Management, Inc.

Financial Services
-16
- 3.7%
$131.36 - $178.61 $2.1K - $2.86K
417 $68K
XMTR
Xometry, Inc.

Industrials
-291
- 24.85%
$17.17 - $44.66 $5K - $13K
880 $37K
DOCU
Docusign, Inc.

Technology
-209
- 16.8%
$61.42 - $106.99 $12.8K - $22.4K
1.04K $93K
DIS
Walt Disney CO

Communication Services
-1.19K
- 11.66%
$92.39 - $117.6 $110K - $140K
9K $1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-304
- 1.4%
$49.03 - $53.35 $14.9K - $16.2K
21.3K $1.09M
COIN
Coinbase Global, Inc.

Technology
-303
- 21.35%
$163.17 - $343.62 $49.4K - $104K
1.12K $277K
APP
App Lovin Corp

Technology
-475
- 51.13%
$130.67 - $401.5 $62.1K - $191K
454 $147K
KMI
Kinder Morgan, Inc.

Energy
-31
- 0.32%
$22.59 - $28.54 $700 - $885
9.54K $261K
SOFI
So Fi Technologies, Inc.

Financial Services
-1.19K
- 11.71%
$7.63 - $16.88 $9.1K - $20.1K
8.99K $138K
VONG
Vanguard Russell 1000 Growth E

ETFs
-788
- 3.75%
$95.27 - $107.82 $75.1K - $85K
20.2K $2.09M
MRVL
Marvell Technology, Inc.

Technology
-100
- 4.94%
$70.31 - $124.78 $7.03K - $12.5K
1.93K $212K
DFS
Discover Financial Services

Financial Services
-33
- 1.5%
$136.3 - $182.67 $4.5K - $6.03K
2.16K $374K
SFBS
Servis First Bancshares, Inc.

Financial Services
-670
- 2.1%
$77.34 - $99.0 $51.8K - $66.3K
31.3K $2.65M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.99K
- 7.6%
$19.44 - $28.35 $38.6K - $56.3K
24.1K $621K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-49
- 1.69%
$138.3 - $192.95 $6.78K - $9.45K
2.85K $504K
IIIV
I3 Verticals, Inc.

Technology
-9.57K
- 4.94%
$21.01 - $25.92 $201K - $248K
184K $4.24M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-324
- 2.07%
$316.94 - $357.88 $103K - $116K
15.3K $5.27M
CCL
Carnival Corp

Consumer Cyclical
-1.57K
- 2.36%
$17.34 - $26.8 $27.2K - $42K
64.7K $1.61M
BX
Blackstone Inc.

Financial Services
-191
- 0.36%
$148.45 - $199.05 $28.4K - $38K
52.6K $9.07M
KKR
Kkr & Co. Inc.

Financial Services
-304
- 0.31%
$129.87 - $162.87 $39.5K - $49.5K
98K $14.5M
MSTR
Microstrategy Inc

Technology
-2.85K
- 11.14%
$162.69 - $473.83 $463K - $1.35M
22.7K $6.58M
GOOGL
Alphabet Inc.

Communication Services
-1.34K
- 1.23%
$161.86 - $196.66 $217K - $263K
107K $20.3M
PLTR
Palantir Technologies Inc.

Technology
-22.9K
- 9.25%
$36.46 - $82.38 $833K - $1.88M
224K $17M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email