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
UGI
Ugi Corp

Utilities
1.26K
+ 18.52%
$23.24 - $30.37 $29.3K - $38.3K
8.06K $227K
CAT
Caterpillar Inc

Industrials
458
+ 11.94%
$360.37 - $416.88 $165K - $191K
4.29K $1.56M
ARES
Ares Management Corp

Financial Services
70
+ 3.34%
$153.38 - $183.7 $10.7K - $12.9K
2.17K $383K
IWN
Ishares Russell2000 Val ETF

ETFs
552
+ 4.19%
$162.69 - $181.35 $89.8K - $100K
13.7K $2.25M
SSNC
Ss&C Technologies Holdings Inc

Technology
717
+ 47.05%
$69.93 - $77.36 $50.1K - $55.5K
2.24K $169K
XAR
Spdr S&P Aerospace & Defense E

ETFs
337
+ 1685.0%
$153.8 - $176.52 $51.8K - $59.5K
357 $59K
INCY
Incyte Corp

Healthcare
787
+ 161.27%
$65.08 - $83.38 $51.2K - $65.6K
1.28K $88K
XTJL
Innovator Etfs Tr Us Equity Ac
1.68K
New
$32.61 - $34.05 $54.9K - $57.3K
1.68K $56K
IRM
Iron Mountain Inc

Real Estate
751
+ 44.81%
$101.62 - $128.14 $76.3K - $96.2K
2.43K $255K
XLE
Energy Sector Spdr

ETFs
1.17K
+ 5.61%
$83.32 - $97.27 $97.1K - $113K
21.9K $1.88M
AVA
Avista Corp

Utilities
1.52K
+ 168.7%
$35.46 - $39.23 $53.9K - $59.6K
2.42K $88K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
7.25K
+ 97.28%
$8.43 - $9.68 $61.1K - $70.2K
14.7K $125K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.07K
New
$26.18 - $28.77 $54.2K - $59.6K
2.07K $54K
VRSN
Verisign Inc

Technology
249
+ 190.08%
$176.68 - $206.96 $44K - $51.5K
380 $78K
CBSH
Commerce Bancshares Inc

Financial Services
503
+ 6.73%
$57.04 - $74.36 $28.7K - $37.4K
7.98K $496K
CHH
Choice Hotels International Inc

Consumer Cyclical
29
+ 0.69%
$128.7 - $152.73 $3.73K - $4.43K
4.2K $596K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.79K
+ 78.78%
$49.78 - $66.55 $88.9K - $119K
4.05K $202K
BSX
Boston Scientific Corp

Healthcare
421
+ 17.33%
$83.62 - $91.5 $35.2K - $38.5K
2.85K $254K
EME
Emcor Group, Inc.

Industrials
98
+ 31.01%
$427.96 - $526.95 $41.9K - $51.6K
414 $187K
APPF
Appfolio Inc

Technology
208
+ 1485.71%
$192.07 - $269.26 $40K - $56K
222 $54K
AOR
Ishares Tr Core Growth Allocat

ETFs
876
+ 7300.0%
$57.32 - $59.66 $50.2K - $52.3K
888 $50K
AYI
Acuity Brands Inc

Industrials
128
+ 16.78%
$292.13 - $333.45 $37.4K - $42.7K
891 $260K
LAD
Lithia Motors Inc

Consumer Cyclical
92
+ 22.49%
$303.15 - $394.27 $27.9K - $36.3K
501 $179K
LEA
Lear Corp

Consumer Cyclical
561
+ 247.14%
$92.95 - $108.96 $52.1K - $61.1K
788 $74K
CPA
Copa Holdings, S.A.

Industrials
591
+ 147.75%
$86.16 - $107.25 $50.9K - $63.4K
991 $87K
BRBR
Bellring Brands, Inc.

Consumer Defensive
591
+ 180.73%
$60.38 - $78.79 $35.7K - $46.6K
918 $69K
ENTG
Entegris Inc

Technology
617
+ 74.25%
$97.67 - $112.92 $60.3K - $69.7K
1.45K $143K
PG
Procter & Gamble CO

Consumer Defensive
775
+ 5.23%
$161.05 - $179.7 $125K - $139K
15.6K $2.61M
HWM
Howmet Aerospace Inc.

Industrials
411
+ 87.08%
$99.72 - $120.09 $41K - $49.4K
883 $96K
PKG
Packaging Corp Of America

Consumer Cyclical
66
+ 1.85%
$211.98 - $248.85 $14K - $16.4K
3.64K $818K
MAR
Marriott International Inc

Consumer Cyclical
120
+ 24.34%
$246.06 - $292.59 $29.5K - $35.1K
613 $170K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
679
+ 5658.33%
$70.12 - $75.48 $47.6K - $51.3K
691 $48K
MANH
Manhattan Associates Inc

Technology
182
+ 144.44%
$263.36 - $309.78 $47.9K - $56.4K
308 $83K
EXEL
Exelixis, Inc.

Healthcare
947
+ 40.78%
$25.39 - $36.46 $24K - $34.5K
3.27K $108K
INTC
Intel Corp

Technology
3.7K
+ 47.15%
$19.07 - $26.23 $70.6K - $97.1K
11.6K $231K
APH
Amphenol Corp

Technology
462
+ 13.48%
$62.07 - $75.35 $28.7K - $34.8K
3.89K $270K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.05K
+ 5.74%
$80.87 - $87.69 $85.2K - $92.4K
19.4K $1.58M
POR
Portland General Electric CO

Utilities
1.1K
+ 352.41%
$43.52 - $48.99 $47.7K - $53.7K
1.41K $61K
PCTY
Paylocity Holding Corp

Technology
225
+ 489.13%
$162.14 - $213.79 $36.5K - $48.1K
271 $54K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
669
New
$69.3 - $74.3 $46.4K - $49.7K
669 $47K
PRVA
Privia Health Group, Inc.

Healthcare
2.35K
+ 7833.33%
$16.82 - $22.8 $39.5K - $53.6K
2.38K $46K
CMI
Cummins Inc

Industrials
84
+ 13.08%
$324.93 - $383.42 $27.3K - $32.2K
726 $253K
SNPS
Synopsys Inc

Technology
110
+ 33.95%
$485.36 - $588.0 $53.4K - $64.7K
434 $210K
NWE
Northwestern Corp

Utilities
887
+ 280.7%
$50.44 - $57.24 $44.7K - $50.8K
1.2K $64K
PPLT
Abrdn Platinum ETF Trust

ETFs
500
+ 1351.35%
N/A
537 $48K
AIT
Applied Industrial Technologies Inc

Industrials
146
+ 28.85%
$220.05 - $280.49 $32.1K - $41K
652 $156K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
503
+ 229.68%
$76.53 - $94.19 $38.5K - $47.4K
722 $61K
NTRA
Natera, Inc.

Healthcare
261
+ 372.86%
$117.67 - $174.0 $30.7K - $45.4K
331 $52K
PSO
Pearson PLC

Communication Services
1.94K
+ 39.77%
$13.3 - $16.28 $25.8K - $31.5K
6.81K $109K
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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