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
QLD
Proshares Ultra Qqq

ETFs
24
New
$97.85 - $120.25 $2.35K - $2.89K
24 $2K
CRVL
Corvel Corp

Financial Services
27
+ 450.0%
$111.26 - $370.61 $3K - $10K
33 $3K
STC
Stewart Information Services Corp

Financial Services
32
+ 800.0%
$67.24 - $77.18 $2.15K - $2.47K
36 $2K
POWI
Power Integrations Inc

Technology
28
+ 26.17%
$60.04 - $68.05 $1.68K - $1.91K
135 $8K
GNW
Genworth Financial Inc

Financial Services
244
+ 8.45%
$6.52 - $7.82 $1.59K - $1.91K
3.13K $21K
ATEC
Alphatec Holdings, Inc.

Healthcare
262
New
$4.98 - $10.48 $1.3K - $2.75K
262 $2K
FFIN
First Financial Bankshares Inc

Financial Services
47
+ 22.27%
$35.49 - $43.05 $1.67K - $2.02K
258 $9K
MGEE
Mge Energy Inc

Utilities
13
+ 6.28%
$88.55 - $108.16 $1.15K - $1.41K
220 $20K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
42
+ 13.82%
$23.18 - $31.27 $974 - $1.31K
346 $9K
ECC
Eagle Point Credit CO Inc.

Financial Services
1K
+ 15.38%
$8.7 - $9.98 $8.7K - $9.98K
7.5K $66K
BOX
Box Inc

Technology
56
+ 69.14%
$31.6 - $35.65 $1.77K - $2K
137 $4K
VRTS
Virtus Investment Partners, Inc.

Financial Services
5
+ 26.32%
$203.34 - $250.89 $1.02K - $1.25K
24 $5K
SEDG
Solaredge Technologies, Inc.

Technology
191
+ 9550.0%
$10.47 - $22.02 $2K - $4.21K
193 $2K
ENOV
Enovis Corp

Industrials
29
+ 67.44%
$38.5 - $49.33 $1.12K - $1.43K
72 $3K
FCN
Fti Consulting, Inc

Industrials
33
+ 26.61%
$190.39 - $231.2 $6.28K - $7.63K
157 $30K
APLE
Apple Hospitality Reit, Inc.

Real Estate
138
+ 176.92%
$14.68 - $16.32 $2.03K - $2.25K
216 $3K
STAA
Staar Surgical CO

Healthcare
87
New
$23.93 - $35.89 $2.08K - $3.12K
87 $2K
RPD
Rapid7, Inc.

Technology
31
+ 21.23%
$37.61 - $43.94 $1.17K - $1.36K
177 $7K
SMBK
Smartfinancial Inc.

Financial Services
4
+ 0.4%
$28.3 - $36.86 $113 - $147
1K $31K
STVN
Stevanato Group S.P.A.

Healthcare
78
+ 32.64%
$17.27 - $23.67 $1.35K - $1.85K
317 $6K
LFVN
Lifevantage Corp

Consumer Defensive
1
+ 0.85%
$11.34 - $17.85 $11.3 - $17.9
118 $2K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2
+ 4.26%
$105.85 - $112.84 $212 - $226
49 $5K
CAC
Camden National Corp

Financial Services
21
+ 63.64%
$38.75 - $49.57 $814 - $1.04K
54 $2K
GFI
Gold Fields LTD

Basic Materials
206
+ 32.91%
$13.16 - $18.91 $2.71K - $3.9K
832 $10K
CUK
Carnival PLC

Consumer Cyclical
26
+ 21.31%
$15.65 - $24.32 $407 - $632
148 $3K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
77
New
$12.95 - $17.41 $997 - $1.34K
77 $1K
DIOD
Diodes Inc

Technology
19
+ 12.42%
$53.01 - $66.3 $1.01K - $1.26K
172 $10K
FF
Future Fuel Corp.

Basic Materials
332
New
$5.0 - $6.29 $1.66K - $2.09K
332 $1K
DXPE
Dxp Enterprises Inc

Industrials
13
New
$48.51 - $83.32 $631 - $1.08K
13 $1K
GTY
Getty Realty Corp

Real Estate
46
New
$29.81 - $33.31 $1.37K - $1.53K
46 $1K
COHU
Cohu Inc

Technology
16
+ 66.67%
$24.42 - $28.57 $391 - $457
40 $1K
HNI
Hni Corp

Industrials
14
+ 116.67%
$49.28 - $57.49 $690 - $805
26 $1K
WLY
John Wiley & Sons, Inc.

Communication Services
16
+ 80.0%
$43.58 - $53.13 $697 - $850
36 $1K
PAHC
Phibro Animal Health Corp

Healthcare
82
New
$20.89 - $25.55 $1.71K - $2.1K
82 $1K
WFRD
Weatherford International PLC

Energy
38
+ 25.17%
$67.1 - $94.33 $2.55K - $3.58K
189 $13K
KFRC
Kforce Inc

Industrials
17
+ 89.47%
$53.57 - $62.47 $911 - $1.06K
36 $2K
STKL
Sun Opta Inc.

Consumer Defensive
2
+ 0.38%
$5.72 - $7.89 $11.4 - $15.8
523 $4K
PRIM
Primoris Services Corp

Industrials
15
+ 150.0%
$57.06 - $84.91 $856 - $1.27K
25 $1K
COMP
Compass, Inc.

Technology
223
New
$5.4 - $7.33 $1.2K - $1.63K
223 $1K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
15
New
$58.22 - $78.62 $873 - $1.18K
15 $1K
CASS
Cass Information Systems Inc

Industrials
33
New
$39.91 - $46.17 $1.32K - $1.52K
33 $1K
CFFN
Capitol Federal Financial, Inc.

Financial Services
71
+ 2.35%
$5.54 - $7.18 $393 - $510
3.09K $18K
SLF
Sun Life Financial Inc

Financial Services
3
+ 0.38%
$55.43 - $62.69 $166 - $188
788 $46K
FBK
Fb Financial Corp

Financial Services
9
+ 64.29%
$44.94 - $57.73 $404 - $520
23 $1K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
21
New
$56.46 - $67.59 $1.19K - $1.42K
21 $1K
UFCS
United Fire Group Inc

Financial Services
42
New
$19.26 - $31.55 $809 - $1.33K
42 $1K
HFWA
Heritage Financial Corp

Financial Services
41
New
$20.77 - $27.28 $852 - $1.12K
41 $1K
AVT
Avnet Inc

Technology
53
+ 5.86%
$52.09 - $57.69 $2.76K - $3.06K
957 $50K
FSS
Federal Signal Corp

Industrials
14
+ 12.5%
$81.56 - $99.7 $1.14K - $1.4K
126 $11K
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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