Ever Source Wealth Advisors, LLC Reduced Holdings in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CHD
Church & Dwight CO Inc

Consumer Defensive
-542
- 21.24%
$98.01 - $106.59 $53.1K - $57.8K
2.01K $210K
AEIS
Advanced Energy Industries Inc

Industrials
-496
- 88.89%
$92.85 - $119.61 $46.1K - $59.3K
62 $6K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.85K
- 9.6%
$56.29 - $62.74 $104K - $116K
17.4K $1.09M
TREX
Trex CO Inc

Industrials
-679
- 83.83%
$59.17 - $85.82 $40.2K - $58.3K
131 $8K
RS
Reliance Steel & Aluminum CO

Basic Materials
-190
- 31.93%
$271.23 - $308.75 $51.5K - $58.7K
405 $117K
WST
West Pharmaceutical Services Inc

Healthcare
-145
- 59.67%
$277.16 - $333.3 $40.2K - $48.3K
98 $29K
BYD
Boyd Gaming Corp

Consumer Cyclical
-909
- 95.48%
$53.72 - $65.35 $48.8K - $59.4K
43 $2K
SPSC
Sps Commerce Inc

Technology
-274
- 51.12%
$185.76 - $215.42 $50.9K - $59K
262 $50K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-809
- 9.85%
$97.81 - $108.79 $79.1K - $88K
7.41K $805K
SMPL
Simply Good Foods CO

Consumer Defensive
-1.32K
- 74.92%
$31.31 - $37.21 $41.4K - $49.2K
443 $15K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-19
- 14.62%
$3305.62 - $4268.05 $62.8K - $81.1K
111 $467K
HDB
Hdfc Bank LTD

Financial Services
-648
- 18.39%
$58.04 - $66.97 $37.6K - $43.4K
2.88K $179K
AIR
Aar Corp

Industrials
-636
- 81.75%
$57.07 - $75.54 $36.3K - $48K
142 $9K
TTC
Toro CO

Industrials
-507
- 93.2%
$81.82 - $99.44 $41.5K - $50.4K
37 $3K
ALV
Autoliv Inc

Consumer Cyclical
-420
- 83.33%
$89.98 - $111.1 $37.8K - $46.7K
84 $7K
VIV
Telefonica Brasil S.A.

Communication Services
-6.93K
- 56.92%
$8.08 - $10.27 $56K - $71.2K
5.25K $53K
VNT
Vontier Corp

Technology
-891
- 24.9%
$31.95 - $41.39 $28.5K - $36.9K
2.69K $90K
HPK
High Peak Energy, Inc.

Energy
-3.28K
- 99.7%
$13.7 - $17.0 $45K - $55.8K
10 $0
EURN
Euronav Nv

Energy
-2.58K
- 46.2%
$15.51 - $18.37 $40K - $47.3K
3K $46K
INSW
International Seaways, Inc.

Energy
-772
- 97.6%
$47.67 - $60.19 $36.8K - $46.5K
19 $0
APTV
Aptiv PLC

Consumer Cyclical
-662
- 53.0%
$65.39 - $74.24 $43.3K - $49.1K
587 $42K
AMG
Affiliated Managers Group, Inc.

Financial Services
-302
- 75.5%
$154.72 - $185.62 $46.7K - $56.1K
98 $17K
TNP
Tsakos Energy Navigation LTD

Energy
-1.49K
- 93.94%
$23.58 - $29.73 $35.1K - $44.2K
96 $2K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-2.59K
- 66.17%
$17.09 - $20.23 $44.3K - $52.5K
1.33K $25K
MBSD
Flexshares Tr Disciplined Dura

ETFs
-2.12K
- 63.84%
$20.12 - $21.11 $42.7K - $44.8K
1.2K $25K
NNN
National Retail Properties, Inc.

Real Estate
-1.07K
- 67.94%
$42.12 - $48.79 $45K - $52.1K
504 $24K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-556
- 20.7%
$111.9 - $124.28 $62.2K - $69.1K
2.13K $263K
STLD
Steel Dynamics Inc

Basic Materials
-420
- 38.57%
N/A
669 $65K
YY
Joyy Inc.

Communication Services
-1.41K
- 89.26%
$30.3 - $37.7 $42.6K - $53K
169 $6K
PTC
Ptc Inc.

Technology
-222
- 46.74%
$164.85 - $187.32 $36.6K - $41.6K
253 $45K
RNR
Renaissancere Holdings LTD

Financial Services
-196
- 72.06%
$211.47 - $272.21 $41.4K - $53.4K
76 $20K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.61K
- 5.25%
$56.04 - $62.99 $90.1K - $101K
29K $1.77M
WCC
Wesco International Inc

Industrials
-263
- 64.78%
$149.47 - $183.24 $39.3K - $48.2K
143 $24K
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.02K
- 9.03%
$173.36 - $189.8 $350K - $384K
20.4K $3.87M
LSCC
Lattice Semiconductor Corp

Technology
-517
- 20.1%
$41.64 - $62.95 $21.5K - $32.5K
2.06K $109K
LEG
Leggett & Platt Inc

Consumer Cyclical
-3.54K
- 80.92%
$10.67 - $14.12 $37.7K - $49.9K
834 $11K
RE
Everest Re Group LTD

Financial Services
-105
- 41.67%
N/A
147 $54K
TWLO
Twilio Inc

Communication Services
-884
- 36.91%
$56.03 - $65.23 $49.5K - $57.7K
1.51K $98K
NUE
Nucor Corp

Basic Materials
-204
- 22.01%
$137.77 - $166.14 $28.1K - $33.9K
723 $108K
OGN
Organon & Co.

Healthcare
-1.47K
- 28.17%
$18.65 - $23.03 $27.3K - $33.8K
3.74K $71K
TFII
Tfi International Inc.

Industrials
-237
- 57.8%
$136.9 - $158.55 $32.4K - $37.6K
173 $23K
ASGN
Asgn Inc

Technology
-414
- 88.09%
$85.15 - $104.07 $35.3K - $43.1K
56 $5K
CRK
Comstock Resources Inc

Energy
-3.43K
- 95.81%
$8.14 - $11.5 $27.9K - $39.5K
150 $1K
GPRK
Geo Park LTD

Energy
-3.26K
- 96.59%
$7.44 - $10.92 $24.3K - $35.6K
115 $0
FCFS
First Cash Holdings, Inc.

Financial Services
-383
- 48.42%
$102.0 - $120.09 $39.1K - $46K
408 $46K
SAIA
Saia Inc

Industrials
-14
- 1.91%
$367.6 - $509.42 $5.15K - $7.13K
718 $313K
IBB
Ishares Biotechnology ETF

ETFs
-499
- 10.8%
$135.09 - $149.47 $67.4K - $74.6K
4.12K $600K
DINO
Hf Sinclair Corp

Energy
-546
- 47.35%
$44.42 - $53.6 $24.3K - $29.3K
607 $27K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-570
- 93.9%
$31.02 - $58.9 $17.7K - $33.6K
37 $1K
Activity Summary
Buys All Purchases 1318 New Holdings 113 Increased Positions 1205 Sells All Sells 868 Reductions 859 Sold out 9 Options Calls 0 Puts 0
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