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
NVS
Novartis Ag

Healthcare
420
+ 15.52%
$96.78 - $117.18 $40.6K - $49.2K
3.13K $304K
WM
Waste Management Inc

Industrials
49
+ 1.61%
$201.79 - $228.46 $9.89K - $11.2K
3.09K $623K
MPW
Medical Properties Trust Inc

Real Estate
1.98K
+ 24.46%
$3.72 - $5.77 $7.37K - $11.4K
10.1K $39K
CSWC
Capital Southwest Corp

Financial Services
25
+ 1.07%
$20.85 - $25.85 $521 - $646
2.37K $51K
ARW
Arrow Electronics Inc

Technology
4
+ 0.95%
$112.44 - $137.23 $450 - $549
423 $47K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
10
+ 0.2%
$8.37 - $11.22 $83.7 - $112
5.1K $42K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
704
+ 6.76%
$33.39 - $37.66 $23.5K - $26.5K
11.1K $371K
AMCR
Amcor PLC

Consumer Cyclical
46
+ 0.93%
$9.34 - $11.37 $430 - $523
5K $47K
EHC
Encompass Health Corp

Healthcare
72
+ 1.94%
$92.35 - $103.77 $6.65K - $7.47K
3.78K $349K
LOW
Lowes Companies Inc

Consumer Cyclical
366
+ 8.75%
$244.52 - $284.07 $89.5K - $104K
4.55K $1.12M
EQC
Equity Commonwealth

Real Estate
1.32K
+ 180.96%
$1.5 - $20.39 $1.98K - $26.9K
2.05K $3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.26%
$75.65 - $83.47 $303 - $334
1.53K $116K
LCII
Lci Industries

Consumer Cyclical
6
+ 0.8%
$101.78 - $126.7 $611 - $760
757 $78K
NSC
Norfolk Southern Corp

Industrials
9
+ 0.82%
$230.6 - $277.0 $2.08K - $2.49K
1.1K $259K
ALC
Alcon Inc

Healthcare
4
+ 0.48%
$83.87 - $99.15 $335 - $397
833 $70K
RACE
Ferrari N.V.

Consumer Cyclical
15
+ 3.61%
$422.83 - $490.34 $6.34K - $7.36K
431 $183K
EXC
Exelon Corp

Utilities
7
+ 0.15%
$36.22 - $40.97 $254 - $287
4.53K $170K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
62
+ 2.31%
$101.82 - $114.06 $6.31K - $7.07K
2.75K $283K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
82
+ 0.94%
$44.87 - $46.86 $3.68K - $3.84K
8.81K $395K
JOE
St Joe CO

Real Estate
11
+ 1.02%
$43.8 - $59.68 $482 - $656
1.09K $48K
VEU
Vanguard Ftse All World Ex Us

ETFs
137
+ 3.39%
$57.29 - $63.1 $7.85K - $8.64K
4.18K $240K
CLF
Cleveland Cliffs Inc.

Basic Materials
164
+ 3.55%
$9.24 - $13.94 $1.52K - $2.29K
4.78K $44K
URI
United Rentals, Inc.

Industrials
10
+ 4.69%
$704.44 - $880.32 $7.04K - $8.8K
223 $157K
LYB
Lyondell Basell Industries N.V.

Basic Materials
67
+ 7.34%
$72.97 - $96.75 $4.89K - $6.48K
980 $72K
CARR
Carrier Global Corp

Industrials
725
+ 13.93%
$66.69 - $82.65 $48.4K - $59.9K
5.93K $404K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5
+ 0.34%
$83.82 - $95.89 $419 - $479
1.49K $125K
PINS
Pinterest, Inc.

Communication Services
23
+ 0.45%
$28.24 - $34.15 $650 - $785
5.11K $148K
CHE
Chemed Corp

Healthcare
33
+ 7.1%
$517.44 - $613.19 $17.1K - $20.2K
498 $263K
WDC
Western Digital Corp

Technology
70
+ 2.98%
$59.62 - $73.43 $4.17K - $5.14K
2.42K $144K
BCC
Boise Cascade CO

Basic Materials
5
+ 0.7%
$118.79 - $152.5 $594 - $763
715 $84K
KMB
Kimberly Clark Corp

Consumer Defensive
123
+ 4.14%
$130.37 - $146.09 $16K - $18K
3.1K $405K
KWEB
Kraneshares Tr Csi China Inter

ETFs
250
+ 4.76%
$29.11 - $38.87 $7.28K - $9.72K
5.51K $160K
HALO
Halozyme Therapeutics, Inc.

Healthcare
30
+ 1.32%
$42.57 - $61.09 $1.28K - $1.83K
2.3K $109K
HUM
Humana Inc

Healthcare
33
+ 7.4%
$233.89 - $304.18 $7.72K - $10K
479 $121K
EGO
Eldorado Gold Corp

Basic Materials
61
+ 0.71%
$14.7 - $18.65 $897 - $1.14K
8.66K $128K
CGGO
Capital Group Global Growth Eq

ETFs
246
+ 0.82%
$29.21 - $30.67 $7.19K - $7.54K
30.3K $884K
FOR
Forestar Group Inc.

Real Estate
602
+ 10.1%
$25.52 - $33.06 $15.4K - $19.9K
6.56K $170K
IEV
Ishares Tr Europe ETF

ETFs
294
+ 4.72%
$52.03 - $57.63 $15.3K - $16.9K
6.52K $339K
THC
Tenet Healthcare Corp

Healthcare
80
+ 9.3%
$125.42 - $168.52 $10K - $13.5K
940 $118K
BSY
Bentley Systems Inc

Technology
317
+ 3.26%
$46.59 - $51.09 $14.8K - $16.2K
10K $468K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.59K
+ 97.1%
$22.63 - $47.53 $194K - $408K
17.4K $395K
ON
On Semiconductor Corp

Technology
139
+ 3.89%
$63.05 - $74.7 $8.76K - $10.4K
3.71K $234K
DVA
Davita Inc.

Healthcare
4
+ 0.22%
$139.81 - $167.96 $559 - $672
1.83K $272K
NOC
Northrop Grumman Corp

Industrials
28
+ 4.15%
$466.52 - $543.88 $13.1K - $15.2K
702 $329K
SKY
Skyline Champion Corp

Consumer Cyclical
3
+ 0.08%
$88.1 - $108.92 $264 - $327
3.82K $336K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2
+ 0.02%
$39.3 - $41.34 $78.6 - $82.7
12.8K $505K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
21
+ 0.29%
$39.65 - $43.4 $833 - $911
7.28K $289K
IQV
Iqvia Holdings Inc.

Healthcare
131
+ 9.7%
$190.97 - $236.63 $25K - $31K
1.48K $291K
OTIS
Otis Worldwide Corp

Industrials
47
+ 1.66%
$92.57 - $106.01 $4.35K - $4.98K
2.88K $266K
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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