Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
84.4K
+ 1998.22%
$82.97 - $98.97 $7M - $8.35M
88.6K $8.63M
VTV
Vanguard Value ETF

ETFs
13.5K
+ 4.9%
$159.75 - $174.57 $2.16M - $2.36M
290K $50.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
58.7K
+ 77.98%
$80.13 - $88.89 $4.7M - $5.21M
134K $11.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 1.51%
$191.76 - $263.26 $210K - $288K
73.3K $19.2M
VEA
Vanguard Ftse Developed Market

ETFs
12.2K
+ 1.09%
$47.6 - $53.31 $583K - $653K
1.13M $59.8M
VUG
Vanguard Growth ETF

ETFs
7.22K
+ 4.74%
$341.08 - $391.94 $2.46M - $2.83M
160K $61.3M
IAU
Ishares Gold Trust

ETFs
7.06K
+ 1.08%
$44.06 - $50.5 $311K - $356K
658K $32.7M
MSTR
Microstrategy Inc

Technology
24.7K
+ 2791.86%
$114.3 - $1800.09 $2.82M - $44.4M
25.6K $4.31M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 133.33%
$610460.0 - $715910.0 $2.44M - $2.86M
7 $4.83M
AVDE
American Centy ETF Tr Avantis

ETFs
43.4K
+ 1042.98%
$60.09 - $67.67 $2.61M - $2.94M
47.6K $3.19M
CGGR
Capital Group Growth ETF Shs C

ETFs
55.3K
+ 55.35%
$30.71 - $34.79 $1.7M - $1.93M
155K $5.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.69K
+ 4.07%
$475.2 - $527.7 $804K - $892K
43.2K $22.8M
HD
Home Depot, Inc.

Consumer Cyclical
259
+ 0.89%
$333.64 - $405.2 $86.4K - $105K
29.3K $11.9M
DGRO
Ishares Core Dividend Growth E

ETFs
13.3K
+ 8.0%
$57.47 - $62.76 $765K - $836K
180K $11.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
20.3K
+ 16.88%
$57.8 - $60.8 $1.17M - $1.23M
140K $8.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
907
+ 4.78%
$405.19 - $478.57 $368K - $434K
19.9K $9.14M
VB
Vanguard Small Cap ETF

ETFs
1.37K
+ 2.46%
$214.77 - $237.72 $295K - $326K
57.2K $13.6M
FANG
Diamondback Energy, Inc.

Energy
8.57K
+ 119.65%
$168.46 - $210.94 $1.44M - $1.81M
15.7K $2.71M
AVUV
American Centy ETF Tr Avantis

ETFs
12.9K
+ 917.75%
$88.24 - $99.7 $1.14M - $1.28M
14.3K $1.37M
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.24K
+ 4.02%
$90.36 - $98.07 $473K - $513K
135K $13.3M
IVV
Ishares Core S&P 500 ETF

ETFs
971
+ 5.01%
$520.18 - $576.82 $505K - $560K
20.4K $11.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.06K
+ 1.11%
$31.05 - $34.29 $157K - $174K
462K $15.8M
CIEN
Ciena Corp

Technology
17K
+ 1999.29%
$45.77 - $62.46 $778K - $1.06M
17.8K $1.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
15K
+ 117.38%
$56.52 - $63.23 $850K - $950K
27.8K $1.71M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.44K
+ 2.15%
$76.94 - $79.54 $419K - $433K
259K $20.6M
VGSH
Vanguard

ETFs
14.2K
+ 27.52%
$57.74 - $59.13 $818K - $837K
65.6K $3.87M
BNDX
Vanguard Total International B

ETFs
6.86K
+ 2.04%
$48.42 - $50.35 $332K - $345K
343K $17.2M
MAS
Masco Corp

Industrials
23
+ 0.05%
$64.7 - $83.94 $1.49K - $1.93K
47K $3.95M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.21K
+ 1.51%
$76.38 - $78.87 $245K - $253K
216K $17M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.4K
+ 8.31%
$30.74 - $34.07 $351K - $389K
149K $5.07M
AMZN
Amazon Com Inc

Consumer Cyclical
7.1K
+ 7.57%
$161.02 - $200.0 $1.14M - $1.42M
101K $18.8M
XLE
Energy Sector Spdr

ETFs
7.81K
+ 60.37%
$84.35 - $93.39 $659K - $730K
20.8K $1.82M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.7K
+ 1.65%
$69.16 - $76.64 $118K - $130K
105K $7.88M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.67K
+ 2.45%
$91.42 - $91.82 $610K - $613K
279K $25.7M
PFN
Pimco Income Strategy Fund Ii

Financial Services
28.4K
+ 3.56%
$7.02 - $7.62 $200K - $217K
827K $6.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.33K
+ 1.79%
$53.41 - $57.9 $124K - $135K
133K $7.66M
SFBS
Servis First Bancshares, Inc.

Financial Services
6
+ 0.02%
$60.39 - $86.36 $362 - $518
31.9K $2.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.85K
+ 3.19%
$77.02 - $85.06 $143K - $158K
59.9K $5.06M
MCD
Mcdonalds Corp

Consumer Cyclical
375
+ 4.61%
$245.82 - $304.51 $92.2K - $114K
8.51K $2.59M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.33K
+ 2.42%
$74.26 - $78.84 $173K - $184K
98.5K $7.72M
CDC
Victory Portfolios Ii Shs Inco

ETFs
7.6K
+ 998.82%
$58.2 - $64.99 $442K - $494K
8.36K $543K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.06K
+ 2.88%
$54.98 - $59.51 $168K - $182K
109K $6.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.41K
+ 0.63%
$44.9 - $47.55 $63.1K - $66.8K
223K $10.5M
SO
Southern CO

Utilities
1.56K
+ 6.16%
$77.0 - $90.52 $120K - $141K
26.9K $2.43M
PULS
Pgim ETF Tr

ETFs
9.09K
+ 111.31%
$49.47 - $49.8 $450K - $453K
17.3K $859K
CBSH
Commerce Bancshares Inc

Financial Services
7.36K
+ 6233.05%
$55.02 - $65.08 $405K - $479K
7.47K $443K
ABBV
Abb Vie Inc.

Healthcare
1.04K
+ 11.97%
$163.84 - $199.33 $170K - $207K
9.7K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
77
+ 0.78%
$801.83 - $917.05 $61.7K - $70.6K
9.97K $8.84M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8
+ 0.03%
$125.95 - $142.04 $1.01K - $1.14K
28.4K $4.04M
Activity Summary
Buys All Purchases 1318 New Holdings 113 Increased Positions 1205 Sells All Sells 868 Reductions 859 Sold out 9 Options Calls 0 Puts 0
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