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
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-703
- 49.13%
$84.54 - $91.18 $59.4K - $64.1K
728 $61K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-108
- 4.58%
$563.99 - $620.12 $60.9K - $67K
2.25K $1.28M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-504
- 14.83%
$102.08 - $110.92 $51.4K - $55.9K
2.9K $296K
SITE
Site One Landscape Supply, Inc.

Industrials
-174
- 8.8%
$131.3 - $156.31 $22.8K - $27.2K
1.8K $237K
FSLR
First Solar, Inc.

Technology
-174
- 45.19%
$175.88 - $240.66 $30.6K - $41.9K
211 $37K
NXPI
Nxp Semiconductors N.V.

Technology
-184
- 27.79%
$207.27 - $255.58 $38.1K - $47K
478 $99K
O
Realty Income Corp

Real Estate
-98
- 1.88%
$51.76 - $64.71 $5.07K - $6.34K
5.13K $273K
AQN
Algonquin Power & Utilities Corp.

Utilities
-10.2K
- 88.61%
$4.31 - $5.52 $43.9K - $56.3K
1.31K $5K
BHP
Bhp Group LTD

Basic Materials
-553
- 24.22%
$48.78 - $62.43 $27K - $34.5K
1.73K $84K
CNQ
Canadian Natural Resources LTD

Energy
-1.59K
- 44.42%
$29.51 - $37.6 $46.9K - $59.7K
1.99K $61K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2K
- 52.08%
$47.29 - $84.74 $94.6K - $169K
1.84K $137K
PHG
Koninklijke Philips Nv

Healthcare
-248
- 3.72%
$24.71 - $32.66 $6.13K - $8.1K
6.41K $162K
ALB
Albemarle Corp

Basic Materials
-542
- 65.78%
$86.08 - $111.3 $46.7K - $60.3K
282 $24K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-860
- 9.22%
$51.54 - $52.55 $44.3K - $45.2K
8.47K $437K
NEP
Nextera Energy Partners, LP

Utilities
-1.5K
- 60.0%
$15.87 - $26.96 $23.8K - $40.4K
1K $17K
TBLA
Taboola.Com Ltd.

Communication Services
-14.9K
- 99.03%
$3.13 - $4.26 $46.5K - $63.3K
145 $0
SNN
Smith & Nephew PLC

Healthcare
-1.35K
- 50.64%
$24.29 - $30.81 $32.7K - $41.5K
1.31K $32K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-997
- 39.77%
$48.33 - $49.08 $48.2K - $48.9K
1.51K $73K
GRC
Gorman Rupp CO

Industrials
-1.26K
- 57.56%
$36.95 - $43.09 $46.7K - $54.5K
932 $35K
EQR
Equity Residential

Real Estate
-626
- 40.15%
$69.12 - $77.48 $43.3K - $48.5K
933 $66K
FISV
Fiserv Inc

Technology
-403
- 9.52%
N/A
3.83K $479K
ITW
Illinois Tool Works Inc

Industrials
-151
- 11.46%
$253.56 - $278.5 $38.3K - $42.1K
1.17K $295K
IX
Orix Corp

Financial Services
-409
- 67.38%
$104.38 - $117.09 $42.7K - $47.9K
198 $21K
NSIT
Insight Enterprises Inc

Technology
-88
- 15.44%
$149.61 - $224.73 $13.2K - $19.8K
482 $73K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-543
- 7.33%
$107.41 - $115.71 $58.3K - $62.8K
6.86K $756K
UHAL
Amerco

Industrials
-542
- 40.42%
$67.46 - $78.4 $36.6K - $42.5K
799 $55K
TPHE
Timothy Plan High Divid Stk En

ETFs
-1.7K
- 26.32%
$24.51 - $26.94 $41.7K - $45.9K
4.77K $118K
FTV
Fortive Corp

Technology
-547
- 46.87%
$71.16 - $79.68 $38.9K - $43.6K
620 $46K
MKL
Markel Corp

Financial Services
-31
- 65.96%
$1542.01 - $1785.11 $47.8K - $55.3K
16 $27K
LPL
Lg Display Co., Ltd.

Technology
-8.52K
- 41.33%
$3.07 - $4.02 $26.2K - $34.3K
12.1K $37K
LDOS
Leidos Holdings, Inc.

Technology
-46
- 2.21%
$143.17 - $201.39 $6.59K - $9.26K
2.04K $293K
ADM
Archer Daniels Midland CO

Consumer Defensive
-49
- 1.06%
$49.38 - $59.52 $2.42K - $2.92K
4.58K $231K
AEP
American Electric Power CO Inc

Utilities
-152
- 5.15%
$90.91 - $102.21 $13.8K - $15.5K
2.8K $258K
MBLY
Mobileye Global Inc.
-3.26K
- 99.45%
$12.07 - $20.07 $39.4K - $65.5K
18 $0
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-553
- 95.67%
$75.44 - $80.53 $41.7K - $44.5K
25 $1K
TU
Telus Corp

Communication Services
-1.65K
- 25.79%
$13.45 - $16.78 $22.2K - $27.6K
4.74K $64K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-177
- 2.22%
$176.42 - $186.91 $31.2K - $33.1K
7.79K $1.39M
WF
Woori Financial Group Inc.

Financial Services
-418
- 6.36%
$31.21 - $37.04 $13K - $15.5K
6.15K $192K
AI
C3.Ai, Inc.

Technology
-7K
- 35.96%
$22.6 - $42.94 $158K - $301K
12.5K $429K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-596
- 82.89%
$61.21 - $76.19 $36.5K - $45.4K
123 $9K
CMS
Cms Energy Corp

Utilities
-464
- 20.58%
$65.76 - $71.94 $30.5K - $33.4K
1.79K $119K
GPC
Genuine Parts CO

Consumer Cyclical
-193
- 25.03%
$113.11 - $143.63 $21.8K - $27.7K
578 $67K
TPLE
Timothy Plan Us Large/Mid Core

ETFs
-1.32K
- 14.79%
$25.49 - $27.64 $33.5K - $36.3K
7.58K $193K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-4.22K
- 96.86%
$7.17 - $12.28 $30.3K - $51.8K
137 $1K
SCCO
Southern Copper Corp

Basic Materials
-3
- 0.19%
$91.13 - $117.95 $273 - $354
1.55K $141K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-28
- 6.47%
$396.64 - $516.74 $11.1K - $14.5K
405 $163K
BIDU
Baidu, Inc.

Communication Services
-217
- 24.19%
$80.33 - $115.13 $17.4K - $25K
680 $57K
IWM
Ishares Russell 2000 ETF

ETFs
-171
- 2.94%
$216.13 - $242.4 $37K - $41.5K
5.64K $1.25M
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
-700
- 97.22%
$47.96 - $51.34 $33.6K - $35.9K
20 $0
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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