Ever Source Wealth Advisors, LLC Sells in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGR
Vector Group LTD

Consumer Defensive
-148
- 9.91%
$10.5 - $15.17 $1.55K - $2.25K
1.35K $20K
FNF
Fidelity National Financial, Inc.

Financial Services
-274
- 15.52%
$48.08 - $62.04 $13.2K - $17K
1.49K $92K
VEEV
Veeva Systems Inc

Healthcare
-17
- 5.88%
$180.43 - $223.9 $3.07K - $3.81K
272 $57K
TIMB
Tim S.A.

Communication Services
-35
- 2.18%
$14.05 - $17.31 $492 - $606
1.57K $27K
FUTU
Futu Holdings LTD

Financial Services
-9
- 3.8%
$55.54 - $95.65 $500 - $861
228 $21K
BHP
Bhp Group LTD

Basic Materials
-95
- 3.99%
$51.32 - $62.11 $4.88K - $5.9K
2.28K $141K
HOUS
Anywhere Real Estate Inc.

Real Estate
-500
- 10.2%
$3.23 - $5.87 $1.62K - $2.94K
4.4K $22K
HDV
Ishares Core High Dividend ETF

ETFs
-1
- 0.14%
$107.62 - $118.76 $108 - $119
737 $86K
TTE
Total Energies Se

Energy
-3
- 0.09%
$68.61 - $68.61 $206 - $206
3.21K $220K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8
- 0.73%
$83.76 - $91.82 $670 - $735
1.08K $98K
RUN
Sunrun Inc.

Technology
-150
- 8.68%
$10.91 - $21.5 $1.64K - $3.23K
1.58K $28K
RWO
Spdr Dow Jones Global Real Est

ETFs
-20
- 1.35%
$41.23 - $48.48 $825 - $970
1.47K $69K
XMTR
Xometry, Inc.

Industrials
-2
- 0.17%
$11.28 - $20.48 $22.6 - $41
1.17K $21K
AEE
Ameren Corp

Utilities
-1
- 0.22%
$70.45 - $87.46 $70.5 - $87.5
446 $39K
AVTR
Avantor, Inc.

Basic Materials
-54
- 2.79%
$20.58 - $27.7 $1.11K - $1.5K
1.88K $48K
CTVA
Corteva, Inc.

Basic Materials
-25
- 1.3%
$50.72 - $58.78 $1.27K - $1.47K
1.9K $111K
ROKU
Roku, Inc

Communication Services
-34
- 5.01%
$51.67 - $77.48 $1.76K - $2.63K
645 $48K
LNTH
Lantheus Holdings, Inc.

Healthcare
-8
- 2.35%
$77.7 - $123.62 $622 - $989
333 $36K
FIS
Fidelity National Information Services, Inc.

Technology
-231
- 6.78%
$72.8 - $85.04 $16.8K - $19.6K
3.18K $265K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-91
- 1.98%
$36.98 - $41.55 $3.37K - $3.78K
4.5K $185K
FAST
Fastenal CO

Industrials
-135
- 6.3%
$62.09 - $71.83 $8.38K - $9.7K
2.01K $143K
PPC
Pilgrims Pride Corp

Consumer Defensive
-814
- 13.13%
$37.92 - $46.58 $30.9K - $37.9K
5.39K $248K
CW
Curtiss Wright Corp

Industrials
-11
- 4.56%
$265.18 - $332.22 $2.92K - $3.65K
230 $75K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-94
- 2.04%
$96.25 - $101.98 $9.05K - $9.59K
4.51K $456K
LHX
L3 Harris Technologies, Inc.

Industrials
-8
- 0.96%
$221.96 - $243.27 $1.78K - $1.95K
824 $196K
LAD
Lithia Motors Inc

Consumer Cyclical
-61
- 12.98%
$243.05 - $320.83 $14.8K - $19.6K
409 $129K
TRP
Tc Energy Corp

Energy
-264
- 10.91%
$37.48 - $47.9 $9.89K - $12.6K
2.16K $102K
BR
Broadridge Financial Solutions, Inc.

Technology
-4
- 0.6%
$196.56 - $218.55 $786 - $874
658 $141K
HLI
Houlihan Lokey, Inc.

Financial Services
-166
- 10.31%
$134.11 - $161.99 $22.3K - $26.9K
1.44K $228K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.17K
- 8.18%
$150.05 - $171.34 $176K - $201K
13.2K $2.2M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-58
- 4.67%
$47.28 - $62.24 $2.74K - $3.61K
1.18K $72K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-193
- 1.96%
$26.43 - $29.86 $5.1K - $5.76K
9.65K $284K
PHG
Koninklijke Philips Nv

Healthcare
-1.42K
- 17.62%
$25.08 - $32.73 $35.7K - $46.6K
6.66K $217K
ZM
Zoom Video Communications, Inc.

Technology
-58
- 3.44%
$55.32 - $71.9 $3.21K - $4.17K
1.63K $113K
EXAS
Exact Sciences Corp

Healthcare
-45
- 6.25%
$42.43 - $70.83 $1.91K - $3.19K
675 $45K
DD
Du Pont De Nemours, Inc.

Basic Materials
-24
- 1.12%
$77.22 - $89.49 $1.85K - $2.15K
2.11K $188K
CHE
Chemed Corp

Healthcare
-19
- 3.93%
$527.82 - $600.97 $10K - $11.4K
465 $279K
CSCO
Cisco Systems, Inc.

Technology
-1.25K
- 8.42%
$44.74 - $53.22 $55.8K - $66.4K
13.6K $721K
MELI
Mercadolibre Inc

Consumer Cyclical
-5
- 7.14%
$1591.44 - $2140.1 $7.96K - $10.7K
65 $133K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-657
- 5.5%
$112.99 - $126.45 $74.2K - $83.1K
11.3K $1.42M
DEO
Diageo PLC

Consumer Defensive
-14
- 0.94%
$120.02 - $140.77 $1.68K - $1.97K
1.48K $207K
CAH
Cardinal Health Inc

Healthcare
-93
- 3.81%
$93.74 - $114.66 $8.72K - $10.7K
2.35K $259K
STT
State Street Corp

Financial Services
-18
- 1.27%
$73.37 - $89.31 $1.32K - $1.61K
1.4K $124K
SUB
Ishares Short Term National Mu

ETFs
-35
- 0.25%
$104.3 - $106.3 $3.65K - $3.72K
13.8K $1.46M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.38K
- 5.02%
$14.84 - $21.08 $20.5K - $29.1K
26.1K $535K
CMI
Cummins Inc

Industrials
-34
- 5.03%
$266.63 - $326.4 $9.07K - $11.1K
642 $207K
AFRM
Affirm Holdings, Inc.

Technology
-70
- 3.14%
$24.12 - $44.98 $1.69K - $3.15K
2.16K $88K
OUNZ
Van Eck Merk Gold Trust

ETFs
-334
- 3.12%
$22.51 - $25.83 $7.52K - $8.63K
10.4K $262K
EHC
Encompass Health Corp

Healthcare
-196
- 5.02%
$83.97 - $97.17 $16.5K - $19K
3.71K $358K
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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