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
ANSS
Ansys Inc

Technology
344
+ 270.87%
$313.05 - $361.45 $108K - $124K
471 $158K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.13K
+ 14.77%
$26.16 - $28.82 $239K - $263K
70.9K $1.86M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.21K
+ 78.23%
$46.94 - $51.62 $104K - $114K
5.03K $251K
ED
Consolidated Edison Inc

Utilities
1.33K
+ 466.43%
$88.87 - $107.38 $119K - $143K
1.62K $144K
DHR
Danaher Corp

Healthcare
834
+ 51.93%
$226.16 - $274.52 $189K - $229K
2.44K $560K
DTM
Dt Midstream, Inc.

Energy
552
+ 19.25%
$78.85 - $108.56 $43.5K - $59.9K
3.42K $339K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.63K
+ 41.41%
$44.33 - $49.55 $117K - $130K
8.99K $403K
WMB
Williams Companies, Inc.

Energy
848
+ 10.45%
$46.37 - $59.74 $39.3K - $50.7K
8.96K $484K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
5.19K
+ 119.82%
$22.43 - $23.09 $116K - $120K
9.51K $213K
MELI
Mercadolibre Inc

Consumer Cyclical
80
+ 123.08%
$1666.0 - $2117.3 $133K - $169K
145 $246K
CYBR
Cyber Ark Software Ltd.

Technology
19
+ 0.76%
$274.1 - $333.15 $5.21K - $6.33K
2.51K $835K
BJUL
Innovator U.S. Equity Buffer E

ETFs
2.34K
+ 46.86%
$43.33 - $45.42 $102K - $106K
7.35K $327K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.57K
+ 415.12%
$62.74 - $97.24 $98.2K - $152K
1.94K $145K
IVT
Inven Trust Properties Corp.

Real Estate
3.46K
+ 207.18%
$28.52 - $31.3 $98.7K - $108K
5.13K $154K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.22K
+ 6085.0%
$84.34 - $95.14 $103K - $116K
1.24K $107K
GWRE
Guidewire Software, Inc.

Technology
641
+ 287.44%
$168.58 - $207.12 $108K - $133K
864 $145K
RTX
Raytheon Technologies Corp

Industrials
1.45K
+ 12.59%
$114.45 - $127.21 $166K - $185K
13K $1.5M
DE
Deere & CO

Industrials
131
+ 1.71%
$389.45 - $466.0 $51K - $61K
7.78K $3.3M
FLAU
Franklin Templeton ETF Tr

ETFs
4.9K
+ 59.69%
$27.91 - $32.09 $137K - $157K
13.1K $367K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.79K
+ 8.95%
$29.73 - $30.81 $82.8K - $85.8K
33.9K $1.03M
VICI
Vici Properties Inc.

Real Estate
4.03K
+ 98.29%
$28.27 - $33.19 $114K - $134K
8.13K $237K
BDX
Becton Dickinson & CO

Healthcare
491
+ 63.68%
$220.02 - $243.75 $108K - $120K
1.26K $286K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.31K
+ 278.56%
$83.96 - $106.19 $110K - $139K
1.78K $150K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
996
+ 282.95%
$100.22 - $100.73 $99.8K - $100K
1.35K $135K
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.33K
+ 936.58%
$22.72 - $25.76 $98.3K - $111K
4.79K $111K
TTD
Trade Desk, Inc.

Technology
771
+ 80.15%
$108.7 - $139.51 $83.8K - $108K
1.73K $203K
FUTU
Futu Holdings LTD

Financial Services
1.26K
+ 553.51%
$79.99 - $128.93 $101K - $163K
1.49K $119K
FOUR
Shift4 Payments, Inc.

Technology
714
+ 45.83%
$88.26 - $114.95 $63K - $82.1K
2.27K $235K
MDT
Medtronic PLC

Healthcare
1.61K
+ 49.75%
$79.61 - $92.24 $128K - $149K
4.86K $387K
WK
Workiva Inc

Technology
879
+ 14650.0%
$76.11 - $114.78 $66.9K - $101K
885 $96K
TFC
Truist Financial Corp

Financial Services
2.06K
+ 24.86%
$41.51 - $48.1 $85.3K - $98.8K
10.3K $447K
VST
Vistra Corp.

Utilities
266
+ 8.94%
$115.74 - $166.61 $30.8K - $44.3K
3.24K $446K
PAVE
Global X Fds Us Infrastructure

ETFs
2.51K
+ 24.06%
$40.41 - $45.95 $102K - $116K
13K $523K
SPOT
Spotify Technology S.A.

Communication Services
95
+ 14.48%
$362.95 - $502.38 $34.5K - $47.7K
751 $335K
TRGP
Targa Resources Corp.

Energy
268
+ 17.54%
$150.58 - $207.69 $40.4K - $55.7K
1.8K $320K
EFX
Equifax Inc

Industrials
646
+ 34.56%
$245.03 - $293.5 $158K - $190K
2.52K $640K
ENSG
Ensign Group, Inc

Healthcare
794
+ 56.96%
$132.78 - $156.91 $105K - $125K
2.19K $290K
FHN
First Horizon Corp

Financial Services
3.8K
+ 128.85%
$14.91 - $21.42 $56.7K - $81.4K
6.75K $135K
LNG
Cheniere Energy, Inc.

Energy
318
+ 50.16%
$181.07 - $225.92 $57.6K - $71.8K
952 $204K
PAYC
Paycom Software, Inc.

Technology
378
+ 118.12%
$159.94 - $240.25 $60.5K - $90.8K
698 $143K
BMY
Bristol Myers Squibb CO

Healthcare
1.02K
+ 15.4%
$51.92 - $59.94 $52.7K - $60.8K
7.6K $430K
PNR
Pentair PLC

Industrials
826
+ 50.67%
$95.0 - $109.21 $78.5K - $90.2K
2.46K $247K
TWLO
Twilio Inc

Communication Services
209
+ 13.83%
$63.73 - $114.96 $13.3K - $24K
1.72K $185K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.88K
+ 49.11%
$49.87 - $52.46 $93.7K - $98.5K
5.7K $284K
CME
Cme Group Inc.

Financial Services
335
+ 47.59%
$221.17 - $246.02 $74.1K - $82.4K
1.04K $241K
KNSL
Kinsale Capital Group, Inc.

Financial Services
186
+ 58.86%
$424.05 - $524.22 $78.9K - $97.5K
502 $233K
NJUL
Innovator Growth 100 Power Buf

Technology
1.35K
+ 132.03%
$60.22 - $63.94 $81.2K - $86.2K
2.37K $148K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.54K
+ 10.17%
$48.45 - $52.57 $74.5K - $80.8K
16.6K $827K
SYK
Stryker Corp

Healthcare
243
+ 19.82%
$345.14 - $392.15 $83.9K - $95.3K
1.47K $528K
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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