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
PR
Permian Resources Corporation

Energy
-10.5K
- 99.09%
$12.9 - $16.79 $136K - $177K
97 $1K
ASML
Asml Holding Nv

Technology
-68
- 11.53%
$749.82 - $1098.95 $51K - $74.7K
522 $434K
TPIF
Timothy Plan Intl ETF (De)

ETFs
-9.13K
- 22.17%
$25.86 - $29.09 $236K - $265K
32K $925K
OKTA
Okta, Inc.

Technology
-1.67K
- 79.76%
$71.0 - $100.39 $119K - $168K
424 $31K
SLF
Sun Life Financial Inc

Financial Services
-3.5K
- 81.67%
$47.07 - $58.09 $165K - $203K
785 $45K
PINS
Pinterest, Inc.

Communication Services
-2.23K
- 30.51%
$28.66 - $43.51 $64K - $97.2K
5.09K $164K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.39K
- 20.57%
$51.58 - $53.79 $175K - $182K
13.1K $702K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.45K
- 14.15%
$47.93 - $49.06 $165K - $169K
20.9K $1.02M
TPHE
Timothy Plan High Divid Stk En

ETFs
-6.76K
- 51.12%
$23.59 - $25.68 $160K - $174K
6.47K $166K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-7.13K
- 10.83%
$59.25 - $65.33 $422K - $466K
58.7K $3.81M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.54K
- 69.11%
$90.01 - $95.32 $138K - $146K
686 $64K
EME
Emcor Group, Inc.

Industrials
-436
- 57.98%
$340.22 - $435.6 $148K - $190K
316 $136K
TDW
Tidewater Inc

Energy
-1.26K
- 63.31%
$69.32 - $106.47 $87.6K - $134K
732 $52K
IBN
Icici Bank LTD

Financial Services
-5.11K
- 27.99%
$27.58 - $31.38 $141K - $160K
13.1K $392K
GM
General Motors CO

Consumer Cyclical
-2.63K
- 33.67%
$39.95 - $49.9 $105K - $131K
5.19K $232K
WIT
Wipro LTD

Technology
-24.4K
- 31.95%
$5.66 - $6.89 $138K - $168K
51.9K $336K
TPLE
Timothy Plan Us Large/Mid Core

ETFs
-6.08K
- 40.6%
$23.85 - $26.23 $145K - $159K
8.89K $233K
E
Eni Spa

Energy
-4.01K
- 44.67%
$30.16 - $32.88 $121K - $132K
4.97K $150K
ABNB
Airbnb, Inc.

Consumer Cyclical
-643
- 39.14%
$113.01 - $154.34 $72.7K - $99.2K
1K $126K
BP
Bp PLC

Energy
-1.66K
- 11.0%
$30.78 - $37.05 $51.1K - $61.5K
13.4K $421K
IEMG
Ishares Inc

ETFs
-2.3K
- 19.84%
$53.64 - $53.64 $123K - $123K
9.27K $497K
EGO
Eldorado Gold Corp

Basic Materials
-9.58K
- 52.7%
$14.68 - $18.48 $141K - $177K
8.6K $149K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.64K
- 55.28%
$38.94 - $42.35 $103K - $112K
2.14K $86K
PSX
Phillips 66

Energy
-470
- 9.1%
$125.0 - $147.17 $58.8K - $69.2K
4.7K $617K
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.09K
- 10.76%
$103.87 - $117.59 $218K - $246K
17.4K $2.04M
CHRD
Oasis Petroleum Inc.

Energy
-566
- 57.93%
$128.01 - $176.98 $72.5K - $100K
411 $53K
DIS
Walt Disney CO

Communication Services
-797
- 7.25%
$85.6 - $98.61 $68.2K - $78.6K
10.2K $980K
AMD
Advanced Micro Devices Inc

Technology
-773
- 8.28%
$128.67 - $183.96 $99.5K - $142K
8.56K $1.4M
AQN
Algonquin Power & Utilities Corp.

Utilities
-17.2K
- 59.93%
$5.11 - $6.29 $87.9K - $108K
11.5K $62K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.87K
- 49.59%
$80.44 - $110.41 $150K - $206K
1.9K $209K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.38K
- 22.28%
$39.52 - $51.92 $93.9K - $123K
8.29K $413K
LOGI
Logitech International S.A.

Technology
-925
- 41.93%
$83.7 - $96.51 $77.4K - $89.3K
1.28K $114K
COIN
Coinbase Global, Inc.

Technology
-152
- 9.68%
$147.09 - $265.15 $22.4K - $40.3K
1.42K $252K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-10.6K
- 9.4%
$34.67 - $37.7 $368K - $400K
102K $3.86M
MTDR
Matador Resources CO

Energy
-1.52K
- 86.52%
$47.4 - $65.22 $71.8K - $98.8K
236 $11K
GIB
Cgi Inc

Technology
-1.07K
- 51.92%
$99.02 - $116.4 $106K - $124K
988 $113K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.93K
- 37.05%
$50.85 - $53.88 $97.9K - $104K
3.27K $175K
SHEL
Shell PLC

Energy
-780
- 12.64%
$65.65 - $73.28 $51.2K - $57.2K
5.39K $355K
WFC
Wells Fargo & Company

Financial Services
-481
- 2.27%
$51.58 - $60.97 $24.8K - $29.3K
20.7K $1.17M
NSIT
Insight Enterprises Inc

Technology
-496
- 46.53%
$180.0 - $225.24 $89.3K - $112K
570 $122K
BIBL
Northern Lts Fd Tr Iv

ETFs
-8.95K
- 8.73%
$36.61 - $40.67 $328K - $364K
93.5K $3.8M
GOGL
Golden Ocean Group LTD

Industrials
-6.24K
- 68.0%
$11.06 - $14.12 $69K - $88.1K
2.93K $39K
KB
Kb Financial Group Inc.

Financial Services
-1.91K
- 29.33%
$56.85 - $67.06 $108K - $128K
4.59K $283K
LANC
Lancaster Colony Corp

Consumer Defensive
-422
- 54.66%
$167.65 - $198.49 $70.7K - $83.8K
350 $61K
EMB
Ishares Tr

ETFs
-1.07K
- 31.51%
$87.75 - $93.74 $93.5K - $99.8K
2.32K $216K
COOP
Mr. Cooper Group Inc.

Financial Services
-1.15K
- 52.27%
$78.57 - $94.99 $90.3K - $109K
1.05K $96K
UBS
Ubs Group Ag

Financial Services
-3.03K
- 32.34%
$27.97 - $31.42 $84.8K - $95.2K
6.34K $196K
CNQ
Canadian Natural Resources LTD

Energy
-2.01K
- 35.97%
$31.97 - $37.41 $64.2K - $75.1K
3.58K $118K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-165
- 27.59%
$460.0 - $505.78 $75.9K - $83.5K
433 $201K
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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