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
ETSY
Etsy Inc

Consumer Cyclical
-238
- 35.79%
$47.48 - $61.61 $11.3K - $14.7K
427 $22K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-176
- 57.52%
$59.24 - $74.8 $10.4K - $13.2K
130 $7K
FICO
Fair Isaac Corp

Technology
-15
- 4.48%
$1911.01 - $2382.4 $28.7K - $35.7K
320 $637K
FMX
Mexican Economic Development Inc

Consumer Defensive
-56
- 7.69%
$84.71 - $99.68 $4.74K - $5.58K
672 $57K
NGG
National Grid PLC

Utilities
-62
- 5.94%
$57.68 - $70.03 $3.58K - $4.34K
981 $58K
THS
Tree House Foods, Inc.

Consumer Defensive
-314
- 93.18%
$31.59 - $42.18 $9.92K - $13.2K
23 $0
SAN
Banco Santander, S.A.

Financial Services
-897
- 4.84%
$4.49 - $5.05 $4.03K - $4.53K
17.7K $80K
OLN
Olin Corp

Basic Materials
-95
- 13.32%
$33.13 - $47.98 $3.15K - $4.56K
618 $20K
CAH
Cardinal Health Inc

Healthcare
-266
- 11.32%
$107.89 - $125.33 $28.7K - $33.3K
2.08K $246K
VOT
Vanguard Mid Cap Growth Index

ETFs
-299
- 4.88%
$241.48 - $274.89 $72.2K - $82.2K
5.83K $1.48M
IEP
Icahn Enterprises L.P.

Industrials
-334
- 16.0%
$8.67 - $15.49 $2.9K - $5.17K
1.75K $15K
ZTO
Zto Express (Cayman) Inc.

Industrials
-332
- 24.32%
$18.49 - $26.99 $6.14K - $8.96K
1.03K $20K
SHG
Shinhan Financial Group CO LTD

Financial Services
-366
- 6.3%
N/A
5.44K $188K
MRNA
Moderna, Inc.

Healthcare
-114
- 39.45%
$36.85 - $63.93 $4.2K - $7.29K
175 $7K
TAL
Tal Education Group

Consumer Defensive
-263
- 5.12%
$9.45 - $12.13 $2.49K - $3.19K
4.87K $48K
CHRD
Oasis Petroleum Inc.

Energy
-59
- 14.36%
$110.83 - $137.78 $6.54K - $8.13K
352 $41K
ACT
Enact Holdings, Inc.

Financial Services
-292
- 52.05%
$32.36 - $36.93 $9.45K - $10.8K
269 $8K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.4K
- 8.04%
$116.4 - $138.52 $162K - $193K
16K $2.02M
AAON
Aaon, Inc.

Industrials
-123
- 45.22%
$106.25 - $140.75 $13.1K - $17.3K
149 $17K
SEM
Select Medical Holdings Corp

Healthcare
-76
- 12.46%
$18.26 - $40.2 $1.39K - $3.06K
534 $10K
MOD
Modine Manufacturing CO

Consumer Cyclical
-30
- 7.37%
$109.77 - $143.22 $3.29K - $4.3K
377 $43K
ABNB
Airbnb, Inc.

Consumer Cyclical
-120
- 12.0%
$125.36 - $147.37 $15K - $17.7K
880 $115K
DFAI
Dimensional ETF Tr

ETFs
-331
- 67.69%
$29.0 - $31.6 $9.6K - $10.5K
158 $4K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-66
- 14.01%
$99.04 - $109.59 $6.54K - $7.23K
405 $40K
TMDX
Trans Medics Group, Inc.

Healthcare
-3
- 2.59%
$59.28 - $144.9 $178 - $435
113 $7K
RELY
Remitly Global, Inc.

Technology
-1.59K
- 58.07%
$12.69 - $23.07 $20.1K - $36.6K
1.15K $25K
FDS
Factset Research Systems Inc

Financial Services
-36
- 12.08%
$449.69 - $495.72 $16.2K - $17.8K
262 $125K
CRTO
Criteo S.A.

Communication Services
-273
- 35.5%
$33.44 - $43.41 $9.13K - $11.9K
496 $19K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-140
- 31.96%
$83.09 - $89.28 $11.6K - $12.5K
298 $25K
TEF
Telefonica S A

Communication Services
-1.02K
- 12.59%
$4.02 - $4.88 $4.1K - $4.98K
7.09K $28K
HUBB
Hubbell Inc

Industrials
-18
- 5.61%
$418.89 - $472.12 $7.54K - $8.5K
303 $126K
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
-199
- 25.42%
$27.78 - $35.85 $5.53K - $7.13K
584 $16K
UFPI
Ufp Industries Inc

Basic Materials
-46
- 14.07%
$112.19 - $139.02 $5.16K - $6.39K
281 $31K
EQNR
Equinor Asa

Energy
-317
- 16.41%
$21.88 - $27.12 $6.94K - $8.6K
1.62K $38K
MRTN
Marten Transport LTD

Industrials
-546
- 93.33%
$15.48 - $18.26 $8.45K - $9.97K
39 $0
AN
Autonation, Inc.

Consumer Cyclical
-13
- 1.46%
$155.47 - $182.16 $2.02K - $2.37K
878 $149K
SM
Sm Energy CO

Energy
-232
- 16.33%
$36.59 - $46.03 $8.49K - $10.7K
1.19K $46K
JPIE
J P Morgan Exchange Traded Fd
-191
- 12.91%
$45.59 - $46.25 $8.71K - $8.83K
1.29K $58K
PPBI
Pacific Premier Bancorp Inc

Financial Services
-411
- 55.09%
$23.81 - $29.11 $9.79K - $12K
335 $8K
TECH
Bio Techne Corp

Healthcare
-102
- 47.89%
$66.37 - $78.17 $6.77K - $7.97K
111 $7K
BRKL
Brookline Bancorp Inc

Financial Services
-997
- 87.53%
$9.7 - $12.81 $9.67K - $12.8K
142 $1K
ELP
Energy CO Of Parana

Utilities
-1.28K
- 64.71%
$5.76 - $7.41 $7.37K - $9.48K
698 $4K
FBP
First Bancorp

Financial Services
-385
- 38.81%
$18.31 - $22.2 $7.05K - $8.55K
607 $11K
BNS
Bank Of Nova Scotia

Financial Services
-151
- 9.03%
$51.5 - $57.02 $7.78K - $8.61K
1.52K $81K
MTRN
Materion Corp

Basic Materials
-74
- 45.12%
$97.0 - $120.21 $7.18K - $8.9K
90 $8K
EVH
Evolent Health, Inc.

Healthcare
-10
- 1.87%
$10.71 - $27.14 $107 - $271
525 $5K
ASR
Southeast Airport Group

Industrials
-36
- 73.47%
$255.48 - $282.16 $9.2K - $10.2K
13 $3K
HON
Honeywell International Inc

Industrials
-334
- 9.84%
$202.84 - $236.0 $67.7K - $78.8K
3.06K $691K
DRD
Drdgold LTD

Basic Materials
-690
- 16.53%
$8.58 - $12.45 $5.92K - $8.59K
3.48K $30K
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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