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
VIV
Telefonica Brasil S.A.

Communication Services
-2.93K
- 55.78%
$7.5 - $10.25 $21.9K - $30K
2.32K $17K
DG
Dollar General Corp

Consumer Defensive
-227
- 10.35%
$73.27 - $84.47 $16.6K - $19.2K
1.97K $149K
GNTX
Gentex Corp

Consumer Cyclical
-1.13K
- 87.57%
$28.6 - $31.34 $32.2K - $35.3K
160 $4K
TIP
Ishares Tr Tips Bd ETF

ETFs
-263
- 16.91%
$106.33 - $110.69 $28K - $29.1K
1.29K $137K
NOMD
Nomad Foods LTD

Consumer Defensive
-1.53K
- 45.57%
$16.25 - $18.57 $24.9K - $28.4K
1.83K $30K
RWO
Spdr Dow Jones Global Real Est

ETFs
-635
- 43.34%
$42.41 - $47.31 $26.9K - $30K
830 $35K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.33K
- 35.85%
$12.74 - $14.23 $29.6K - $33.1K
4.16K $54K
RIO
Rio Tinto PLC

Basic Materials
-23
- 0.89%
$58.59 - $71.15 $1.35K - $1.64K
2.56K $150K
HAS
Hasbro, Inc.

Consumer Cyclical
-224
- 17.71%
$55.71 - $72.94 $12.5K - $16.3K
1.04K $58K
NTLA
Intellia Therapeutics, Inc.

Healthcare
-1.48K
- 84.54%
$11.41 - $21.09 $16.9K - $31.1K
270 $3K
DFAT
Dimensional ETF Tr U S Target

ETFs
-608
- 1.09%
$54.54 - $61.04 $33.2K - $37.1K
55.1K $3.07M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-523
- 19.95%
$31.24 - $37.15 $16.3K - $19.4K
2.1K $67K
HPQ
Hp Inc

Technology
-424
- 7.98%
$32.46 - $39.3 $13.8K - $16.7K
4.89K $159K
CTRA
Coterra Energy Inc.

Energy
-1.43K
- 38.67%
$22.71 - $27.63 $32.5K - $39.5K
2.27K $57K
PAGS
Pag Seguro Digital Ltd.

Technology
-2.6K
- 45.42%
$6.19 - $8.51 $16.1K - $22.1K
3.12K $19K
RLAY
Relay Therapeutics, Inc.

Healthcare
-3.22K
- 56.03%
$4.12 - $6.8 $13.3K - $21.9K
2.53K $10K
SWK
Stanley Black & Decker, Inc.

Industrials
-171
- 31.61%
$79.07 - $109.36 $13.5K - $18.7K
370 $29K
STX
Seagate Technology Holdings PLC

Technology
-49
- 4.42%
$86.31 - $112.64 $4.23K - $5.52K
1.06K $91K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.05K
- 10.89%
$23.42 - $24.25 $24.5K - $25.3K
8.55K $201K
SHEL
Shell PLC

Energy
-208
- 3.86%
$60.63 - $70.23 $12.6K - $14.6K
5.18K $325K
DELL
Dell Technologies Inc.

Technology
-246
- 36.07%
$111.96 - $144.21 $27.5K - $35.5K
436 $50K
BLDR
Builders First Source, Inc.

Industrials
-3
- 0.52%
$142.93 - $198.25 $429 - $595
570 $81K
CTSH
Cognizant Technology Solutions Corp

Technology
-377
- 16.54%
$74.37 - $82.32 $28K - $31K
1.9K $146K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
-2.5K
- 95.82%
$10.37 - $11.62 $25.9K - $29K
109 $1K
EA
Electronic Arts Inc.

Communication Services
-220
- 14.62%
$140.69 - $167.97 $31K - $37K
1.29K $187K
LUMN
Lumen Technologies, Inc.

Communication Services
-3.35K
- 60.8%
$5.31 - $10.12 $17.8K - $33.9K
2.16K $11K
BMBL
Bumble Inc.

Technology
-4.78K
- 76.56%
$6.31 - $9.08 $30.1K - $43.4K
1.46K $11K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
-2.08K
- 32.89%
$10.43 - $11.47 $21.7K - $23.9K
4.25K $44K
MLKN
Millerknoll, Inc.

Consumer Cyclical
-1.15K
- 95.42%
$22.03 - $25.89 $25.2K - $29.7K
55 $1K
DSTL
ETF Ser Solution Distillate Us

ETFs
-477
- 94.27%
$54.74 - $58.88 $26.1K - $28.1K
29 $1K
STEP
Step Stone Group Inc.

Financial Services
-485
- 92.91%
$57.28 - $69.32 $27.8K - $33.6K
37 $2K
PRA
Proassurance Corp

Financial Services
-2.05K
- 30.45%
$14.37 - $17.31 $29.4K - $35.4K
4.68K $74K
PM
Philip Morris International Inc.

Consumer Defensive
-154
- 2.14%
$118.38 - $133.06 $18.2K - $20.5K
7.03K $846K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-483
- 27.38%
$50.02 - $51.24 $24.2K - $24.7K
1.28K $64K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-798
- 60.82%
$28.89 - $31.63 $23.1K - $25.2K
514 $15K
TX
Ternium S.A.

Basic Materials
-640
- 70.41%
$28.78 - $37.56 $18.4K - $24K
269 $7K
RUN
Sunrun Inc.

Technology
-1.18K
- 74.92%
$9.13 - $17.5 $10.8K - $20.7K
396 $3K
FCNCA
First Citizens Bancshares Inc

Financial Services
-21
- 30.43%
$1818.92 - $2353.08 $38.2K - $49.4K
48 $101K
IMO
Imperial Oil LTD

Energy
-99
- 4.69%
$61.13 - $79.21 $6.05K - $7.84K
2.01K $123K
AVTR
Avantor, Inc.

Basic Materials
-707
- 37.63%
$19.72 - $25.54 $13.9K - $18.1K
1.17K $24K
GOLD
Barrick Gold Corp

Basic Materials
-773
- 28.75%
$15.23 - $21.19 $11.8K - $16.4K
1.92K $29K
BCE
Bce Inc

Communication Services
-404
- 31.46%
$22.53 - $34.84 $9.1K - $14.1K
880 $20K
MTH
Meritage Homes Corp

Consumer Cyclical
-84
- 43.75%
$151.91 - $205.12 $12.8K - $17.2K
108 $16K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-204
- 9.96%
$178.39 - $215.0 $36.4K - $43.9K
1.85K $355K
CNI
Canadian National Railway CO

Industrials
-109
- 14.49%
$100.62 - $117.12 $11K - $12.8K
643 $65K
HEFA
Ishares Currency Hedged Msci E

ETFs
-623
- 33.19%
$34.42 - $35.88 $21.4K - $22.4K
1.25K $43K
KB
Kb Financial Group Inc.

Financial Services
-19
- 0.41%
$56.9 - $72.19 $1.08K - $1.37K
4.57K $260K
OEF
Ishares S&P 100 ETF

ETFs
-82
- 2.47%
N/A
3.24K $862K
HDB
Hdfc Bank LTD

Financial Services
-417
- 14.5%
$59.45 - $68.01 $24.8K - $28.4K
2.46K $157K
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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