Ever Source Wealth Advisors, LLC Incresed Positions in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YEXT
Yext, Inc.

Technology
58
+ 6.07%
$6.21 - $8.6 $360 - $499
1.01K $6K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
69
+ 15.47%
$10.1 - $12.06 $697 - $832
515 $5K
FBNC
First Bancorp

Financial Services
4
+ 25.0%
$40.32 - $49.2 $161 - $197
20 $0
SGH
Smart Global Holdings, Inc.

Technology
45
+ 2250.0%
$15.03 - $20.85 $676 - $938
47 $0
STWD
Starwood Property Trust, Inc.

Real Estate
284
+ 7.5%
$18.95 - $20.37 $5.38K - $5.79K
4.07K $77K
JBGS
Jbg Smith Properties

Real Estate
157
+ 15.24%
$14.91 - $18.71 $2.34K - $2.94K
1.19K $18K
AVGE
American Centy ETF Tr Avantis
812
+ 80.96%
N/A
1.82K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.56K
+ 4.78%
$22.65 - $23.8 $35.4K - $37.2K
34.3K $778K
RDFN
Redfin Corp

Real Estate
66
+ 264.0%
$7.87 - $12.55 $519 - $828
91 $0
SMMD
Ishares Tr Russell 2500 ETF

ETFs
5
+ 0.29%
$66.67 - $74.08 $333 - $370
1.72K $116K
Cooper Cos Inc Com
518
+ 8.96%
N/A
6.3K $0
ZLAB
Zai Lab LTD

Healthcare
3
+ 3.16%
$24.61 - $33.18 $73.8 - $99.5
98 $2K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.53%
$67.57 - $76.22 $135 - $152
379 $26K
ROIC
Retail Opportunity Investments Corp

Real Estate
4
+ 4.71%
$15.41 - $17.47 $61.6 - $69.9
89 $1K
CNMD
Conmed Corp

Healthcare
12
+ 42.86%
$61.81 - $77.54 $742 - $930
40 $2K
SWX
Southwest Gas Holdings, Inc.

Utilities
9
+ 7.89%
$67.87 - $79.16 $611 - $712
123 $8K
FUBO
Fubo Tv Inc.

Communication Services
23
+ 4.59%
$1.25 - $1.81 $28.8 - $41.6
524 $0
DOOO
Brp Inc.

Consumer Cyclical
6
+ 9.68%
$47.56 - $59.38 $285 - $356
68 $3K
Virgin Galactic Holdings Inc Com New
4
+ 11.11%
N/A
40 $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
349
+ 274.8%
$25.93 - $105.3 $9.05K - $36.7K
476 $13K
Two Hbrs Invt Corp Com
79
+ 23.24%
N/A
419 $0
SRG
Seritage Growth Properties

Real Estate
204
+ 927.27%
$3.9 - $4.63 $796 - $945
226 $0
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
1
+ 1.32%
N/A
77 $4K
TRNO
Terreno Realty Corp

Real Estate
4
+ 14.29%
$58.62 - $66.94 $234 - $268
32 $1K
RCUS
Arcus Biosciences, Inc.

Healthcare
13
+ 162.5%
$14.28 - $18.44 $186 - $240
21 $0
Aegon LTD Amer Reg 1 Cert
18.5K
+ 315.35%
N/A
24.4K $0
GNRC
Generac Holdings Inc.

Industrials
28
+ 2.83%
$154.28 - $195.11 $4.32K - $5.46K
1.02K $157K
ADUS
Addus Home Care Corp

Healthcare
4
+ 4.71%
$118.27 - $133.01 $473 - $532
89 $11K
CLBK
Columbia Financial, Inc.

Financial Services
56
+ 15.69%
$15.81 - $19.14 $885 - $1.07K
413 $6K
CHX
Champion X Corp

Energy
17
+ 19.32%
$25.79 - $32.51 $438 - $553
105 $2K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
61
+ 13.03%
$2.78 - $3.73 $170 - $228
529 $1K
TXT
Textron Inc

Industrials
23
+ 19.49%
$75.82 - $90.32 $1.74K - $2.08K
141 $10K
ESTA
Establishment Labs Holdings Inc.

Healthcare
2
+ 25.0%
$37.51 - $48.81 $75 - $97.6
10 $0
GTX
Garrett Motion Inc.

Consumer Cyclical
40
+ 153.85%
$7.34 - $9.6 $294 - $384
66 $0
FDHY
Fidelity Covington Trust High

ETFs
3
+ 1.52%
$48.24 - $49.25 $145 - $148
201 $9K
CLSK
Cleanspark, Inc.

Technology
42
+ 18.58%
$8.61 - $17.63 $362 - $740
268 $2K
Linde PLC Shs
167
+ 5.09%
N/A
3.45K $0
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
3
+ 300.0%
$124.55 - $167.32 $374 - $502
4 $0
NCR
Ncr Corp

Technology
38
+ 223.53%
N/A
55 $0
FLIC
First Of Long Island Corp

Financial Services
10
+ 6.76%
$11.68 - $14.96 $117 - $150
158 $1K
HST
Host Hotels & Resorts, Inc.

Real Estate
49
+ 7.84%
$17.24 - $19.07 $845 - $934
674 $11K
Anglogold Ashanti PLC Com Shs
796
+ 210.58%
N/A
1.17K $0
HOG
Harley Davidson, Inc.

Consumer Cyclical
11
+ 8.94%
$29.69 - $38.02 $327 - $418
134 $4K
GDOT
Green Dot Corp

Financial Services
25
+ 21.93%
$10.18 - $13.28 $255 - $332
139 $1K
MOGA
Moog Inc Cla
1
+ 0.55%
N/A
184 $0
PDSB
Pds Biotechnology Corp

Healthcare
262
+ 155.03%
$1.63 - $4.11 $427 - $1.08K
431 $0
Armour Residential Reit Inc Com Shs
186
+ 688.89%
N/A
213 $0
IRBT
Irobot Corp

Consumer Cyclical
11
+ 20.37%
$6.21 - $10.41 $68.3 - $115
65 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
118
+ 157.33%
$3.41 - $6.71 $402 - $792
193 $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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