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
D
Dominion Energy, Inc

Utilities
83
+ 0.44%
$48.01 - $58.53 $3.98K - $4.86K
19.1K $1.1M
XLF
Financial Sector Spdr

ETFs
1.75K
+ 8.06%
$40.84 - $45.74 $71.3K - $79.9K
23.4K $1.06M
GIS
General Mills Inc

Consumer Defensive
1.01K
+ 11.88%
$62.5 - $75.15 $63K - $75.8K
9.5K $701K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.33K
+ 15.72%
$71.86 - $78.56 $95.6K - $105K
9.8K $769K
DDOG
Datadog, Inc.

Technology
1.35K
+ 399.11%
$104.97 - $134.56 $142K - $182K
1.69K $194K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
31
+ 0.08%
$47.99 - $54.43 $1.49K - $1.69K
37K $2M
PG
Procter & Gamble CO

Consumer Defensive
175
+ 1.2%
$160.76 - $177.82 $28.1K - $31.1K
14.8K $2.56M
IBM
International Business Machines Corp

Technology
109
+ 4.27%
$175.1 - $223.38 $19.1K - $24.3K
2.66K $588K
VONV
Vanguard Russell 1000 Value Et

ETFs
295
+ 1.63%
$76.07 - $83.33 $22.4K - $24.6K
18.4K $1.53M
MMM
3 M CO

Industrials
231
+ 7.03%
$99.69 - $139.42 $23K - $32.2K
3.52K $480K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.63K
+ 36.22%
$81.31 - $83.29 $133K - $136K
6.14K $510K
ELV
Elevance Health, Inc.

Healthcare
330
+ 23.06%
$500.12 - $562.29 $165K - $186K
1.76K $915K
SPGI
S&P Global Inc.

Financial Services
207
+ 46.94%
$446.32 - $527.38 $92.4K - $109K
648 $334K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.79K
+ 2.98%
$25.21 - $28.46 $45K - $50.8K
61.8K $1.74M
RXST
Rx Sight, Inc.

Healthcare
2.73K
+ 7184.21%
$40.78 - $57.04 $111K - $156K
2.77K $136K
VO
Vanguard Mid Cap ETF

ETFs
450
+ 65.31%
$237.84 - $263.83 $107K - $119K
1.14K $300K
FLEE
Franklin Templeton ETF Tr

ETFs
2.93K
+ 14.61%
$28.25 - $31.27 $82.7K - $91.5K
22.9K $711K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
1.58K
+ 45.36%
$60.7 - $67.83 $95.8K - $107K
5.06K $343K
T
At&T Inc.

Communication Services
2.43K
+ 9.2%
$18.21 - $22.28 $44.2K - $54.1K
28.8K $633K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.72K
+ 5.31%
$41.34 - $43.55 $71.1K - $74.9K
34.1K $1.47M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.18K
+ 3.24%
$29.23 - $33.51 $34.5K - $39.5K
37.6K $1.24M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.24K
+ 9.12%
$47.0 - $47.84 $105K - $107K
26.8K $1.28M
TT
Trane Technologies PLC

Industrials
164
+ 16.47%
$314.21 - $388.71 $51.5K - $63.7K
1.16K $450K
PKG
Packaging Corp Of America

Consumer Cyclical
21
+ 0.59%
$176.32 - $215.7 $3.7K - $4.53K
3.57K $769K
HYD
Vaneck High Yield Muni ETF

ETFs
1.66K
+ 7.05%
$51.46 - $53.07 $85.3K - $87.9K
25.2K $1.33M
VST
Vistra Corp.

Utilities
269
+ 9.94%
$69.0 - $119.06 $18.6K - $32K
2.98K $352K
CRM
Salesforce, Inc.

Technology
41
+ 0.65%
$238.42 - $276.53 $9.78K - $11.3K
6.36K $1.74M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.11K
+ 117.96%
$98.99 - $101.51 $110K - $113K
2.05K $207K
XEL
Xcel Energy Inc

Utilities
95
+ 1.06%
$52.11 - $65.3 $4.95K - $6.2K
9.08K $593K
IWM
Ishares Russell 2000 ETF

ETFs
36
+ 0.62%
$200.87 - $224.6 $7.23K - $8.09K
5.81K $1.28M
VONG
Vanguard Russell 1000 Growth E

ETFs
578
+ 2.83%
$85.48 - $98.39 $49.4K - $56.9K
21K $2.03M
EFX
Equifax Inc

Industrials
47
+ 2.58%
$236.42 - $307.13 $11.1K - $14.4K
1.87K $548K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
55
+ 12.06%
$1015.62 - $1159.62 $55.9K - $63.8K
511 $588K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.11K
+ 19.18%
$64.83 - $72.82 $72K - $80.8K
6.9K $496K
CDNS
Cadence Design Systems Inc

Technology
481
+ 68.23%
$246.84 - $321.11 $119K - $154K
1.19K $321K
CARR
Carrier Global Corp

Industrials
216
+ 4.33%
$61.9 - $80.88 $13.4K - $17.5K
5.21K $419K
BMY
Bristol Myers Squibb CO

Healthcare
894
+ 15.7%
$39.66 - $51.75 $35.5K - $46.3K
6.59K $340K
AVEM
American Centy ETF Tr Avantis

ETFs
1.35K
+ 29.55%
$57.2 - $65.59 $77.1K - $88.4K
5.91K $381K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.06%
$531.86 - $624.21 $532 - $624
1.55K $960K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
36
+ 15.72%
$1066.32 - $1355.99 $38.4K - $48.8K
265 $349K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
995
+ 14.13%
$100.3 - $100.74 $99.8K - $100K
8.04K $809K
CMCSA
Comcast Corp

Communication Services
508
+ 1.71%
$37.33 - $41.78 $19K - $21.2K
30.2K $1.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
22
+ 0.78%
$72.18 - $107.33 $1.59K - $2.36K
2.85K $301K
CLX
Clorox CO

Consumer Defensive
163
+ 6.04%
$131.73 - $166.97 $21.5K - $27.2K
2.86K $466K
XLV
Select Sector Spdr Fund Health

ETFs
374
+ 7.7%
$143.3 - $157.24 $53.6K - $58.8K
5.23K $805K
UBER
Uber Technologies, Inc

Technology
942
+ 8.42%
$58.48 - $77.47 $55.1K - $73K
12.1K $911K
REET
Ishares Global Reit ETF

ETFs
1
+ 0.0%
$23.07 - $27.17 $23.1 - $27.2
27.6K $737K
NVDA
Nvidia Corp

Technology
3.6K
+ 2.22%
$98.91 - $134.91 $356K - $486K
166K $20.1M
AME
Ametek Inc

Industrials
525
+ 56.45%
$152.74 - $176.01 $80.2K - $92.4K
1.46K $249K
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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