Ever Source Wealth Advisors, LLC Purchases in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNA
Snap On Inc

Industrials
80
+ 53.69%
$285.44 - $371.35 $22.8K - $29.7K
229 $77K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
531
+ 515.53%
$61.93 - $70.49 $32.9K - $37.4K
634 $41K
GILD
Gilead Sciences, Inc.

Healthcare
167
+ 7.48%
$83.95 - $97.9 $14K - $16.3K
2.4K $221K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
640
+ 86.14%
$60.13 - $67.31 $38.5K - $43.1K
1.38K $84K
FIX
Comfort Systems Usa Inc

Industrials
77
+ 1925.0%
$370.68 - $504.12 $28.5K - $38.8K
81 $34K
BBAX
J P Morgan Betabuilders Develo

ETFs
683
+ 6830.0%
$48.75 - $54.36 $33.3K - $37.1K
693 $33K
ZBRA
Zebra Technologies Corp

Technology
32
+ 2.44%
$360.09 - $411.94 $11.5K - $13.2K
1.34K $517K
SNV
Synovus Financial Corp

Financial Services
473
+ 36.58%
$42.5 - $58.73 $20.1K - $27.8K
1.77K $90K
IJK
Ishares S&P Midcap 400 Growth

ETFs
383
+ 23.79%
$90.66 - $99.46 $34.7K - $38.1K
1.99K $181K
CNA
Cna Financial Corp

Financial Services
670
+ 663.37%
$46.76 - $50.95 $31.3K - $34.1K
771 $37K
MSCI
Msci Inc.

Financial Services
43
+ 11.85%
$569.09 - $635.99 $24.5K - $27.3K
406 $243K
SOXX
Ishares Semiconductor ETF

ETFs
170
+ 60.28%
$211.27 - $239.8 $35.9K - $40.8K
452 $97K
EPD
Enterprise Products Partners L.P.

Energy
69
+ 0.54%
$28.66 - $34.43 $1.98K - $2.38K
12.8K $401K
XEL
Xcel Energy Inc

Utilities
160
+ 1.76%
$62.16 - $72.92 $9.95K - $11.7K
9.24K $624K
PIPR
Piper Sandler Companies

Financial Services
87
+ 30.21%
$280.53 - $348.81 $24.4K - $30.3K
375 $112K
CSX
Csx Corp

Industrials
1.71K
+ 16.25%
$31.58 - $36.88 $53.8K - $62.9K
12.2K $393K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
570
+ 9500.0%
$55.42 - $61.69 $31.6K - $35.2K
576 $31K
IWY
Ishares Tr Russell 200 Growth

ETFs
127
+ 282.22%
$216.72 - $244.71 $27.5K - $31.1K
172 $40K
WDAY
Workday, Inc.

Technology
72
+ 8.0%
$233.85 - $279.91 $16.8K - $20.2K
972 $250K
FLEX
Flex Ltd.

Technology
704
+ 82.92%
$32.52 - $41.3 $22.9K - $29.1K
1.55K $59K
CINF
Cincinnati Financial Corp

Financial Services
205
+ 157.69%
$132.86 - $160.16 $27.2K - $32.8K
335 $48K
EMGF
Ishares Msci Emerging Markets

ETFs
786
+ 60.46%
$45.23 - $51.49 $35.6K - $40.5K
2.09K $94K
PNM
Pnm Resources Inc

Utilities
706
+ 268.44%
N/A
969 $40K
RL
Ralph Lauren Corp

Consumer Cyclical
127
+ 1270.0%
$192.23 - $233.41 $24.4K - $29.6K
137 $31K
ROST
Ross Stores, Inc.

Consumer Cyclical
196
+ 35.19%
$138.59 - $156.61 $27.2K - $30.7K
753 $113K
CAPL
Cross America Partners LP

Energy
1.2K
+ 47.41%
$19.57 - $22.21 $23.5K - $26.7K
3.73K $82K
CBRE
Cbre Group, Inc.

Real Estate
205
+ 42.8%
$119.22 - $140.71 $24.4K - $28.8K
684 $89K
PSTG
Pure Storage, Inc.

Technology
436
+ 157.4%
$48.19 - $66.6 $21K - $29K
713 $43K
EW
Edwards Lifesciences Corp

Healthcare
282
+ 27.59%
$64.54 - $75.92 $18.2K - $21.4K
1.3K $96K
GPI
Group 1 Automotive Inc

Consumer Cyclical
41
+ 13.44%
$344.56 - $435.0 $14.1K - $17.8K
346 $145K
PWR
Quanta Services, Inc.

Industrials
32
+ 3.03%
$296.05 - $346.6 $9.47K - $11.1K
1.09K $343K
AXS
Axis Capital Holdings LTD

Financial Services
285
+ 73.83%
$78.26 - $94.05 $22.3K - $26.8K
671 $59K
BOND
Pimco Active Bond Exchange Tra

ETFs
344
+ 50.15%
$90.42 - $94.5 $31.1K - $32.5K
1.03K $93K
GTLB
Gitlab Inc.

Technology
513
+ 5700.0%
$48.76 - $67.19 $25K - $34.5K
522 $29K
TTE
Total Energies Se

Energy
424
+ 13.22%
N/A
3.63K $249K
RLI
Rli Corp

Financial Services
159
+ 47.04%
$151.91 - $180.89 $24.2K - $28.8K
497 $81K
SHW
Sherwin Williams CO

Basic Materials
302
+ 16.91%
$338.75 - $399.71 $102K - $121K
2.09K $709K
TAP
Molson Coors Beverage CO

Consumer Defensive
489
+ 101.03%
$53.97 - $63.88 $26.4K - $31.2K
973 $55K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.36K
+ 316.55%
$18.01 - $19.92 $24.5K - $27.1K
1.79K $35K
OSIS
Osi Systems Inc

Technology
45
+ 3.37%
$131.41 - $187.75 $5.91K - $8.45K
1.38K $230K
RGTI
Rigetti Computing, Inc.

Technology
1.85K
New
$0.74 - $17.08 $1.37K - $31.5K
1.85K $28K
EXPE
Expedia Group, Inc.

Consumer Cyclical
117
+ 75.48%
$146.47 - $191.01 $17.1K - $22.3K
272 $50K
MUSA
Murphy Usa Inc.

Consumer Cyclical
51
+ 17.17%
$473.11 - $555.48 $24.1K - $28.3K
348 $174K
CRI
Carters Inc

Consumer Cyclical
507
+ 2112.5%
$50.33 - $67.47 $25.5K - $34.2K
531 $28K
SMAR
Smartsheet Inc

Technology
472
+ 737.5%
$55.35 - $56.51 $26.1K - $26.7K
536 $30K
PPL
Ppl Corp

Utilities
846
+ 69.0%
$31.47 - $35.0 $26.6K - $29.6K
2.07K $67K
KAPR
Innovator U.S. Small Cap Power

ETFs
843
New
$32.06 - $34.27 $27K - $28.9K
843 $27K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4.02K
+ 10.71%
$30.48 - $34.2 $123K - $138K
41.6K $1.27M
SAM
Boston Beer CO Inc

Consumer Defensive
89
+ 2225.0%
$270.2 - $323.56 $24K - $28.8K
93 $27K
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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