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
CTGO
Contango Ore, Inc.

Basic Materials
26
New
$10.02 - $23.75 $261 - $618
26 $0
PHR
Phreesia, Inc.

Healthcare
6
+ 35.29%
$18.04 - $25.76 $108 - $155
23 $0
CSTL
Castle Biosciences Inc

Healthcare
9
New
$26.52 - $34.67 $239 - $312
9 $0
BAUG
Innovator U.S. Equity Buffer E
35
+ 0.27%
N/A
13.1K $0
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
1
New
$76.72 - $106.92 $76.7 - $107
1 $0
MG
Mistras Group, Inc.

Industrials
38
New
$8.4 - $12.31 $319 - $468
38 $0
SCS
Steelcase Inc

Industrials
79
New
$11.65 - $13.72 $920 - $1.08K
79 $0
CRNC
Cerence Inc.

Technology
31
+ 129.17%
$2.64 - $8.95 $81.8 - $277
55 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
686
+ 200.0%
$27.54 - $83.04 $18.9K - $57K
1.03K $28K
HBT
Hbt Financial, Inc.

Financial Services
14
New
$20.89 - $24.77 $292 - $347
14 $0
CDXC
Chroma Dex Corp.

Healthcare
10
New
$3.25 - $7.72 $32.5 - $77.2
10 $0
Advisorshares Ranger Equity Bear ETF
299
+ 5.95%
N/A
5.32K $0
BRP
Brp Group, Inc.

Financial Services
12
+ 100.0%
N/A
24 $0
PGNY
Progyny, Inc.

Healthcare
5
+ 15.63%
$13.67 - $17.25 $68.4 - $86.3
37 $0
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
21
New
$7.45 - $18.94 $156 - $398
21 $0
AHCO
Adapt Health Corp.

Healthcare
2
+ 0.92%
$9.18 - $11.0 $18.4 - $22
220 $2K
KOP
Koppers Holdings Inc.

Basic Materials
3
+ 1.86%
$31.01 - $39.23 $93 - $118
164 $5K
Universal Stainless & Alloy Pr Com
10
New
N/A
10 $0
VIACA
Paramount Global

Communication Services
3
New
N/A
3 $0
Frontline PLC Com
105
+ 2.11%
N/A
5.09K $0
SPT
Sprout Social, Inc.

Technology
17
New
$26.49 - $36.24 $450 - $616
17 $0
Mesoblast LTD Spons Adr
41
+ 55.41%
N/A
115 $0
Agenus Inc Com New
83
+ 251.52%
N/A
116 $0
NIC
Nicolet Bankshares Inc

Financial Services
5
New
$90.86 - $115.0 $454 - $575
5 $0
SDGR
Schrodinger, Inc.

Healthcare
4
+ 23.53%
$16.98 - $22.57 $67.9 - $90.3
21 $0
IMVT
Immunovant, Inc.

Healthcare
3
+ 21.43%
N/A
17 $0
Mind Medicine Mindmed Inc Com New
13
New
N/A
13 $0
MBWM
Mercantile Bank Corp

Financial Services
1
New
$41.26 - $51.16 $41.3 - $51.2
1 $0
GDYN
Grid Dynamics Holdings, Inc.

Technology
11
New
$13.96 - $22.7 $154 - $250
11 $0
LZB
La Z Boy Inc

Consumer Cyclical
12
+ 5.69%
$38.05 - $46.11 $457 - $553
223 $9K
TG
Tredegar Corp

Industrials
28
+ 6.6%
$6.92 - $9.14 $194 - $256
452 $3K
SHYF
Shyft Group, Inc.

Industrials
6
+ 300.0%
$11.33 - $14.9 $68 - $89.4
8 $0
EVI
Evi Industries, Inc.

Industrials
1
New
$16.35 - $21.76 $16.4 - $21.8
1 $0
VEL
Velocity Financial, Inc.

Financial Services
1
New
$19.05 - $20.76 $19.1 - $20.8
1 $0
RAPT
Rapt Therapeutics, Inc.

Healthcare
421
+ 331.5%
$0.81 - $3.1 $341 - $1.31K
548 $0
Brookfield Infrastructure Corp Com Sub Vtg A
681
New
N/A
681 $0
RLJ
Rlj Lodging Trust

Real Estate
26
New
$8.77 - $10.68 $228 - $278
26 $0
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
17
+ 1700.0%
$33.05 - $43.75 $562 - $744
18 $0
NSSC
Napco Security Technologies, Inc

Industrials
12
New
$34.51 - $42.2 $414 - $506
12 $0
LYRA
Lyra Therapeutics, Inc.

Healthcare
119
New
$0.17 - $0.28 $20.2 - $33.3
119 $0
EVCM
Ever Commerce Inc.

Technology
42
New
$9.97 - $12.22 $419 - $513
42 $0
ADCT
Adc Therapeutics Sa

Healthcare
77
New
$1.89 - $3.48 $146 - $268
77 $0
THR
Thermon Group Holdings, Inc.

Industrials
23
New
$26.21 - $32.32 $603 - $743
23 $0
SBTX
Silverback Therapeutics, Inc.

Healthcare
5
New
N/A
5 $0
FEM
First Trust Emerging Markets A

ETFs
43
New
$22.03 - $24.21 $947 - $1.04K
43 $0
NTST
Netstreit Corp.

Real Estate
38
New
$13.84 - $16.74 $526 - $636
38 $0
ZI
Zoom Info Technologies Inc.

Technology
77
+ 75.49%
$9.44 - $13.08 $727 - $1.01K
179 $1K
GALT
Galectin Therapeutics Inc

Healthcare
46
New
$0.87 - $3.0 $40 - $138
46 $0
GBIO
Generation Bio Co.

Healthcare
75
New
$1.02 - $2.51 $76.5 - $188
75 $0
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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