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
TFLO
Ishares Treasury Floating Rate

ETFs
47
New
$50.37 - $50.63 $2.37K - $2.38K
47 $2K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
79
New
$33.67 - $37.35 $2.66K - $2.95K
79 $2K
MD
Mednax, Inc.

Healthcare
100
+ 17.15%
$11.83 - $16.08 $1.18K - $1.61K
683 $8K
PEBO
Peoples Bancorp Inc

Financial Services
69
New
$28.88 - $36.02 $1.99K - $2.49K
69 $2K
PR
Permian Resources Corporation

Energy
172
+ 177.32%
$13.41 - $16.21 $2.31K - $2.79K
269 $3K
CORT
Corcept Therapeutics Inc

Healthcare
52
+ 115.56%
$44.66 - $60.85 $2.32K - $3.16K
97 $4K
AA
Alcoa Corp

Basic Materials
46
+ 16.91%
$36.62 - $47.42 $1.68K - $2.18K
318 $12K
LEG
Leggett & Platt Inc

Consumer Cyclical
622
+ 74.58%
$9.5 - $13.67 $5.91K - $8.5K
1.46K $13K
AMPY
Amplify Energy Corp.

Energy
255
+ 97.7%
$5.71 - $7.22 $1.46K - $1.84K
516 $3K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
6
+ 0.45%
$40.26 - $44.35 $242 - $266
1.35K $56K
EPM
Evolution Petroleum Corp

Energy
470
New
$4.88 - $6.11 $2.29K - $2.87K
470 $2K
WTTR
Select Energy Services, Inc.

Energy
152
New
$10.31 - $15.0 $1.57K - $2.28K
152 $2K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
117
New
$17.4 - $22.32 $2.04K - $2.61K
117 $2K
CLAR
Clarus Corp

Consumer Cyclical
509
New
$4.05 - $5.18 $2.06K - $2.64K
509 $2K
GFF
Griffon Corp

Industrials
29
+ 9.03%
$62.88 - $85.16 $1.82K - $2.47K
350 $24K
B
Barnes Group Inc

Industrials
16
+ 7.96%
$38.58 - $47.26 $617 - $756
217 $10K
CNC
Centene Corp

Healthcare
325
+ 25.79%
$56.71 - $73.94 $18.4K - $24K
1.59K $96K
CXW
Core Civic, Inc.

Real Estate
5
+ 2.7%
$12.43 - $23.94 $62.2 - $120
190 $4K
SMTC
Semtech Corp

Technology
16
+ 47.06%
$40.58 - $69.1 $649 - $1.11K
50 $3K
GTES
Gates Industrial Corp PLC

Industrials
95
+ 117.28%
$17.3 - $22.93 $1.64K - $2.18K
176 $3K
BRSP
Bright Spire Capital, Inc.

Real Estate
317
+ 2.84%
$5.25 - $6.43 $1.66K - $2.04K
11.5K $64K
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
97
New
$26.65 - $29.85 $2.59K - $2.9K
97 $2K
DTE
Dte Energy CO

Utilities
90
+ 8.07%
$117.04 - $129.77 $10.5K - $11.7K
1.21K $145K
BHC
Bausch Health Companies Inc.

Healthcare
197
+ 60.06%
$7.34 - $9.78 $1.45K - $1.93K
525 $4K
DGICA
Donegal Group Inc

Financial Services
80
+ 12.38%
$14.19 - $16.78 $1.14K - $1.34K
726 $11K
PFBC
Preferred Bank

Financial Services
32
New
$78.18 - $96.73 $2.5K - $3.1K
32 $2K
ARLP
Alliance Resource Partners LP

Energy
23
+ 2.67%
$24.84 - $28.58 $571 - $657
886 $23K
ESTC
Elastic N.V.

Technology
5
+ 10.0%
$75.01 - $116.22 $375 - $581
55 $5K
H
Hyatt Hotels Corp

Consumer Cyclical
5
+ 1.48%
$143.07 - $164.62 $715 - $823
343 $53K
REZI
Resideo Technologies, Inc.

Industrials
34
+ 7.89%
$19.3 - $27.75 $656 - $944
465 $10K
STLG
Ishares Factors Us Growth Styl

ETFs
50
New
N/A
50 $2K
AUB
Atlantic Union Bankshares Corp

Financial Services
53
+ 40.77%
$36.13 - $43.55 $1.91K - $2.31K
183 $6K
OFC
Corporate Office Properties Trust

Real Estate
100
+ 232.56%
N/A
143 $3K
REG
Regency Centers Corp

Real Estate
19
+ 38.78%
$69.77 - $75.91 $1.33K - $1.44K
68 $5K
BWXT
Bwx Technologies, Inc.

Industrials
15
+ 71.43%
$111.39 - $133.28 $1.67K - $2K
36 $4K
SCHV
Schwab Strategic Tr Us Large C

ETFs
111
New
$25.79 - $80.4 $2.86K - $8.92K
111 $2K
ESE
Esco Technologies Inc

Technology
7
+ 2.4%
$120.68 - $151.38 $845 - $1.06K
299 $39K
HWKN
Hawkins Inc

Basic Materials
14
+ 350.0%
$106.23 - $137.61 $1.49K - $1.93K
18 $2K
DOW
Dow Inc.

Basic Materials
1.04K
+ 38.52%
$39.1 - $55.34 $40.8K - $57.8K
3.75K $150K
THFF
First Financial Corp

Financial Services
62
New
$41.17 - $50.61 $2.55K - $3.14K
62 $2K
RPAY
Repay Holdings Corp

Technology
363
+ 66.85%
$7.58 - $9.0 $2.75K - $3.27K
906 $6K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
71
+ 98.61%
$22.65 - $27.63 $1.61K - $1.96K
143 $3K
ACVA
Acv Auctions Inc.

Consumer Cyclical
49
+ 53.26%
$17.04 - $23.17 $835 - $1.14K
141 $3K
FN
Fabrinet

Technology
9
+ 31.03%
$214.76 - $271.08 $1.93K - $2.44K
38 $8K
HELE
Helen Of Troy LTD

Consumer Defensive
37
+ 308.33%
$59.46 - $73.79 $2.2K - $2.73K
49 $2K
RCI
Rogers Communications Inc

Communication Services
252
+ 41.52%
$30.36 - $39.38 $7.65K - $9.92K
859 $26K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
99
New
$19.73 - $23.93 $1.95K - $2.37K
99 $2K
RGEN
Repligen Corp

Healthcare
17
+ 121.43%
$123.41 - $160.92 $2.1K - $2.74K
31 $4K
BMAR
Innovator U.S. Equity Buffer E

ETFs
25
+ 16.67%
$44.7 - $46.74 $1.12K - $1.17K
175 $8K
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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