Ever Source Wealth Advisors, LLC Sells in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
-1.92K
- 23.18%
$38.08 - $50.82 $73.2K - $97.6K
6.37K $242K
IWS
Ishares Russell Midcap Value E

ETFs
-950
- 6.73%
$128.08 - $140.32 $122K - $133K
13.2K $1.7M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-4.36K
- 96.01%
$32.93 - $39.8 $144K - $174K
181 $6K
EUSB
Ishares Tr Esg Advanced Total

Technology
-3.43K
- 36.47%
$42.39 - $44.29 $145K - $152K
5.97K $253K
ISMD
Northern Lts Fd Tr Iv

ETFs
-3.57K
- 9.96%
$36.81 - $40.75 $131K - $145K
32.3K $1.21M
BP
Bp PLC

Energy
-4K
- 29.82%
$28.16 - $33.14 $113K - $133K
9.42K $278K
HYD
Vaneck High Yield Muni ETF

ETFs
-2.2K
- 8.76%
$51.09 - $53.06 $113K - $117K
22.9K $1.19M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.6K
- 98.56%
$51.09 - $55.27 $133K - $144K
38 $1K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-922
- 32.41%
$82.28 - $117.52 $75.9K - $108K
1.92K $163K
RXST
Rx Sight, Inc.

Healthcare
-2.75K
- 99.21%
$33.66 - $54.73 $92.4K - $150K
22 $0
D
Dominion Energy, Inc

Utilities
-1.01K
- 5.32%
$52.63 - $60.92 $53.4K - $61.8K
18.1K $972K
NEM
Newmont Corp

Basic Materials
-1.94K
- 55.77%
$37.0 - $58.68 $71.9K - $114K
1.54K $57K
MUB
Ishares National Muni Bond ETF

ETFs
-802
- 3.89%
$105.78 - $108.7 $84.8K - $87.2K
19.8K $2.11M
SBUX
Starbucks Corp

Consumer Cyclical
-484
- 3.81%
$87.44 - $102.5 $42.3K - $49.6K
12.2K $1.11M
TER
Teradyne, Inc

Technology
-763
- 21.46%
$102.58 - $133.62 $78.3K - $102K
2.79K $351K
DAL
Delta Air Lines, Inc.

Industrials
-3.36K
- 40.87%
$47.46 - $65.77 $159K - $221K
4.86K $293K
UMC
United Microelectronics Corp

Technology
-11.9K
- 52.7%
$6.34 - $8.35 $75.7K - $99.7K
10.7K $69K
E
Eni Spa

Energy
-3.84K
- 77.39%
$26.32 - $31.82 $101K - $122K
1.12K $30K
EEM
Ishares Msci Emerging Markets

ETFs
-1.86K
- 20.42%
$41.82 - $47.36 $77.7K - $88K
7.24K $302K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-1.47K
- 28.99%
$64.34 - $70.57 $94.4K - $104K
3.59K $234K
GIS
General Mills Inc

Consumer Defensive
-111
- 1.17%
$62.78 - $74.62 $6.97K - $8.28K
9.39K $598K
VOD
Vodafone Group Public LTD CO

Communication Services
-9.33K
- 61.72%
$8.37 - $9.95 $78.1K - $92.8K
5.79K $49K
UL
Unilever PLC

Consumer Defensive
-1.34K
- 43.63%
$56.7 - $64.64 $76.1K - $86.8K
1.74K $98K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-450
- 8.44%
$174.22 - $187.62 $78.4K - $84.4K
4.88K $855K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-408
- 7.59%
$59.25 - $72.99 $24.2K - $29.8K
4.97K $296K
SNY
Sanofi

Healthcare
-1.23K
- 29.61%
$45.89 - $57.31 $56.3K - $70.3K
2.92K $140K
ICE
Intercontinental Exchange, Inc.

Financial Services
-326
- 7.84%
$148.29 - $166.93 $48.3K - $54.4K
3.83K $570K
AZN
Astrazeneca PLC

Healthcare
-286
- 4.6%
$63.2 - $79.58 $18.1K - $22.8K
5.94K $388K
UNP
Union Pacific Corp

Industrials
-95
- 2.31%
$223.15 - $249.32 $21.2K - $23.7K
4.02K $916K
CGDV
Capital Group Divid Value ETF

ETFs
-636
- 1.08%
$35.16 - $37.12 $22.4K - $23.6K
58.1K $2.05M
ZTS
Zoetis Inc.

Healthcare
-180
- 9.77%
$162.24 - $194.42 $29.2K - $35K
1.66K $270K
EXPI
Exp World Holdings, Inc.

Real Estate
-4.07K
- 26.08%
$11.51 - $14.77 $46.9K - $60.1K
11.5K $132K
ICLR
Icon PLC

Healthcare
-283
- 81.32%
$187.22 - $297.57 $53K - $84.2K
65 $13K
NSP
Insperity, Inc.

Industrials
-706
- 22.72%
$72.51 - $88.91 $51.2K - $62.8K
2.4K $186K
CACC
Credit Acceptance Corp

Financial Services
-354
- 11.12%
$417.33 - $497.7 $148K - $176K
2.83K $1.33M
VNLA
Janus Henderson Short Duration

ETFs
-1.53K
- 2.92%
$48.82 - $49.11 $74.5K - $75K
50.7K $2.48M
CI
Cigna Corp

Healthcare
-54
- 5.68%
$265.59 - $358.58 $14.3K - $19.4K
897 $247K
VRT
Vertiv Holdings CO

Industrials
-920
- 39.33%
N/A
1.42K $122K
IP
International Paper CO

Consumer Cyclical
-1.94K
- 34.14%
$46.64 - $59.57 $90.6K - $116K
3.75K $201K
REET
Ishares Global Reit ETF

ETFs
-13
- 0.05%
$23.43 - $26.54 $305 - $345
27.6K $661K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-840
- 8.57%
$77.23 - $82.11 $64.9K - $69K
8.96K $696K
TGT
Target Corp

Consumer Defensive
-291
- 18.85%
$121.59 - $160.69 $35.4K - $46.8K
1.25K $169K
C
Citigroup Inc

Financial Services
-1.79K
- 25.08%
$61.31 - $72.5 $110K - $130K
5.36K $377K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.56K
- 38.71%
$42.33 - $43.3 $66.2K - $67.7K
2.48K $105K
INFN
Infinera Corp

Technology
-10K
- 57.14%
$6.56 - $6.87 $65.6K - $68.7K
7.5K $49K
IMOS
Chipmos Technologies Inc

Technology
-2.96K
- 99.26%
$18.35 - $23.38 $54.4K - $69.3K
22 $0
ZS
Zscaler, Inc.

Technology
-405
- 48.21%
$166.99 - $211.99 $67.6K - $85.9K
435 $78K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-546
- 36.14%
$124.26 - $134.12 $67.8K - $73.2K
965 $124K
CRSP
Crispr Therapeutics Ag

Healthcare
-1.31K
- 88.38%
$38.65 - $55.15 $50.6K - $72.1K
172 $6K
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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