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
GGB
Gerdau S.A.

Basic Materials
-5.26K
- 33.49%
$3.02 - $3.5 $15.9K - $18.4K
10.4K $36K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-362
- 52.31%
$43.9 - $52.34 $15.9K - $18.9K
330 $16K
NUDM
Nuveen Esg International Devel

ETFs
-516
- 73.61%
$30.15 - $34.01 $15.6K - $17.5K
185 $6K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-600
- 14.78%
$37.37 - $41.82 $22.4K - $25.1K
3.46K $143K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-594
- 72.88%
$22.89 - $27.41 $13.6K - $16.3K
221 $5K
DIOD
Diodes Inc

Technology
-172
- 52.92%
$58.65 - $85.82 $10.1K - $14.8K
153 $9K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-510
- 57.76%
$23.09 - $25.75 $11.8K - $13.1K
373 $8K
PNW
Pinnacle West Capital Corp

Utilities
-299
- 30.51%
$75.52 - $91.31 $22.6K - $27.3K
681 $60K
JLL
Jones Lang Lasalle Inc

Real Estate
-162
- 34.25%
$198.7 - $272.0 $32.2K - $44.1K
311 $83K
XP
Xp Inc.

Financial Services
-806
- 31.87%
$15.95 - $20.0 $12.9K - $16.1K
1.72K $30K
NWSA
News Corp

Communication Services
-410
- 12.74%
$25.41 - $28.44 $10.4K - $11.7K
2.81K $74K
MDB
Mongo Db, Inc.

Technology
-70
- 31.82%
$221.5 - $296.69 $15.5K - $20.8K
150 $40K
FHN
First Horizon Corp

Financial Services
-848
- 22.33%
$14.63 - $17.45 $12.4K - $14.8K
2.95K $45K
OMAB
Central North Airport Group

Industrials
-195
- 33.74%
$59.37 - $74.89 $11.6K - $14.6K
383 $25K
HRB
H&R Block Inc

Consumer Cyclical
-278
- 61.37%
$52.99 - $66.6 $14.7K - $18.5K
175 $11K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-2.25K
- 34.04%
$7.28 - $11.9 $16.4K - $26.8K
4.36K $40K
BCC
Boise Cascade CO

Basic Materials
-242
- 25.42%
$114.59 - $144.69 $27.7K - $35K
710 $100K
OMFS
Invesco Exchange Traded Self I

ETFs
-360
- 93.26%
$35.01 - $39.74 $12.6K - $14.3K
26 $1K
EAPR
Innovator Etfs Tr Emerging Mkt
-591
- 23.89%
$25.09 - $27.24 $14.8K - $16.1K
1.88K $50K
PFG
Principal Financial Group Inc

Financial Services
-241
- 25.91%
$72.94 - $87.46 $17.6K - $21.1K
689 $59K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-603
- 47.63%
$27.45 - $34.49 $16.6K - $20.8K
663 $22K
MASI
Masimo Corp

Healthcare
-113
- 41.39%
$104.79 - $133.77 $11.8K - $15.1K
160 $21K
OGE
Oge Energy Corp.

Utilities
-412
- 52.35%
$35.12 - $41.18 $14.5K - $17K
375 $15K
SM
Sm Energy CO

Energy
-176
- 11.02%
$38.07 - $47.26 $6.7K - $8.32K
1.42K $56K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-76
- 34.7%
$159.84 - $178.33 $12.1K - $13.6K
143 $25K
IAC
Iac/Inter Active Corp

Communication Services
-273
- 67.24%
$45.12 - $54.7 $12.3K - $14.9K
133 $7K
CNHI
Cnh Industrial N.V.

Industrials
-1.32K
- 43.06%
$9.47 - $10.66 $12.5K - $14K
1.74K $18K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-874
- 35.24%
$13.31 - $15.65 $11.6K - $13.7K
1.61K $23K
HLN
Haleon PLC

Healthcare
-4.81K
- 28.88%
$8.32 - $10.7 $40K - $51.5K
11.9K $125K
BTU
Peabody Energy Corp

Energy
-581
- 76.65%
$20.56 - $26.53 $11.9K - $15.4K
177 $4K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-763
- 57.72%
$17.02 - $18.39 $13K - $14K
559 $10K
INCY
Incyte Corp

Healthcare
-241
- 33.06%
$57.33 - $68.61 $13.8K - $16.5K
488 $32K
ORI
Old Republic International Corp

Financial Services
-882
- 20.61%
$29.89 - $35.9 $26.4K - $31.7K
3.4K $120K
NJR
New Jersey Resources Corp

Utilities
-283
- 67.87%
$42.03 - $48.02 $11.9K - $13.6K
134 $6K
UBSI
United Bankshares Inc

Financial Services
-346
- 84.6%
$31.56 - $39.32 $10.9K - $13.6K
63 $2K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-134
- 14.71%
$26.71 - $39.42 $3.58K - $5.28K
777 $24K
VGT
Vanguard Information Technolog

ETFs
-33
- 3.86%
$514.43 - $606.85 $17K - $20K
823 $482K
CUZ
Cousins Properties Inc

Real Estate
-699
- 45.24%
$22.4 - $30.21 $15.7K - $21.1K
846 $24K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-91
- 65.94%
$91.43 - $117.51 $8.32K - $10.7K
47 $4K
HIMX
Himax Technologies, Inc.

Technology
-497
- 14.84%
$5.3 - $8.35 $2.63K - $4.15K
2.85K $15K
NRZ
New Residential Investment Corp.

Real Estate
-1.54K
- 17.58%
N/A
7.2K $52K
PSA
Public Storage

Real Estate
-84
- 31.46%
$283.13 - $365.01 $23.8K - $30.7K
183 $66K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-483
- 74.42%
$20.81 - $21.7 $10.1K - $10.5K
166 $3K
CCJ
Cameco Corp

Energy
-104
- 3.23%
$36.9 - $53.72 $3.84K - $5.59K
3.12K $148K
JETS
ETF Ser Solutions U S Global J

ETFs
-700
- 15.26%
$16.76 - $20.84 $11.7K - $14.6K
3.89K $80K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-634
- 63.78%
$17.55 - $21.54 $11.1K - $13.7K
360 $7K
GNW
Genworth Financial Inc

Financial Services
-1.94K
- 40.16%
$5.95 - $6.98 $11.5K - $13.5K
2.89K $19K
ADC
Agree Realty Corp

Real Estate
-217
- 46.17%
$61.47 - $76.71 $13.3K - $16.6K
253 $19K
TPR
Tapestry, Inc.

Consumer Cyclical
-1.45K
- 10.37%
$36.29 - $47.94 $52.8K - $69.7K
12.6K $590K
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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