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
MS
Morgan Stanley

Financial Services
108
+ 0.92%
$92.07 - $106.96 $9.94K - $11.6K
11.9K $1.24M
CMS
Cms Energy Corp

Utilities
1.13K
+ 100.8%
$58.7 - $70.62 $66.4K - $79.9K
2.26K $159K
ODFL
Old Dominion Freight Line, Inc.

Industrials
256
+ 13.56%
$178.41 - $210.18 $45.7K - $53.8K
2.14K $425K
UNP
Union Pacific Corp

Industrials
45
+ 1.11%
$221.78 - $256.09 $9.98K - $11.5K
4.11K $1.01M
NRG
Nrg Energy, Inc.

Utilities
681
+ 31.03%
$68.89 - $91.22 $46.9K - $62.1K
2.88K $261K
SCHX
Schwab Strategic Tr Us Large C

ETFs
721
+ 6.38%
$61.11 - $67.85 $44.1K - $48.9K
12K $815K
LLY
Eli Lilly & CO

Healthcare
177
+ 4.89%
$772.14 - $960.02 $137K - $170K
3.8K $3.36M
GD
General Dynamics Corp

Industrials
195
+ 8.27%
$279.51 - $308.09 $54.5K - $60.1K
2.55K $771K
WELL
Welltower Inc.

Real Estate
347
+ 19.03%
$104.0 - $129.74 $36.1K - $45K
2.17K $277K
MSI
Motorola Solutions, Inc.

Technology
136
+ 34.43%
$385.65 - $450.49 $52.4K - $61.3K
531 $238K
IRM
Iron Mountain Inc

Real Estate
373
+ 28.63%
$89.69 - $119.32 $33.5K - $44.5K
1.68K $199K
JBL
Jabil Inc

Technology
4
+ 0.05%
$97.55 - $126.65 $390 - $507
7.48K $896K
XLK
Technology Sector Spdr

ETFs
376
+ 11.76%
$197.34 - $237.68 $74.2K - $89.4K
3.57K $806K
ENTG
Entegris Inc

Technology
716
+ 622.61%
$98.09 - $146.48 $70.2K - $105K
831 $93K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
548
+ 2.6%
$33.88 - $36.77 $18.6K - $20.1K
21.6K $788K
CB
Chubb LTD

Financial Services
49
+ 2.6%
$252.51 - $292.2 $12.4K - $14.3K
1.94K $558K
IESC
Ies Holdings, Inc.

Industrials
353
+ 356.57%
$134.29 - $199.7 $47.4K - $70.5K
452 $90K
APD
Air Products & Chemicals, Inc.

Basic Materials
72
+ 5.4%
$247.34 - $300.11 $17.8K - $21.6K
1.41K $418K
APP
App Lovin Corp

Technology
358
+ 62.7%
$67.14 - $130.65 $24K - $46.8K
929 $121K
LII
Lennox International Inc

Industrials
16
+ 1.74%
$523.72 - $620.83 $8.38K - $9.93K
936 $565K
MO
Altria Group, Inc.

Consumer Defensive
464
+ 5.26%
$45.95 - $54.71 $21.3K - $25.4K
9.28K $473K
CVS
Cvs Health Corp

Healthcare
210
+ 1.34%
$55.81 - $63.18 $11.7K - $13.3K
15.8K $994K
NSC
Norfolk Southern Corp

Industrials
164
+ 17.62%
$213.75 - $259.69 $35.1K - $42.6K
1.1K $271K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
53
+ 2.53%
$107.74 - $140.72 $5.71K - $7.46K
2.15K $301K
ENB
Enbridge Inc

Energy
557
+ 5.83%
$35.27 - $41.18 $19.6K - $22.9K
10.1K $410K
AZPN
Aspen Technology, Inc.

Technology
51
+ 3.51%
$172.9 - $239.26 $8.82K - $12.2K
1.51K $359K
MDLZ
Mondelez International, Inc.

Consumer Defensive
396
+ 7.95%
$64.35 - $75.71 $25.5K - $30K
5.38K $395K
VZ
Verizon Communications Inc

Communication Services
255
+ 1.59%
$38.89 - $45.0 $9.92K - $11.5K
16.3K $733K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
50
+ 1.07%
$210.25 - $231.86 $10.5K - $11.6K
4.71K $1.05M
ZWS
Zurn Water Solutions Corp

Industrials
152
+ 1.58%
$28.61 - $35.94 $4.35K - $5.46K
9.77K $351K
KMB
Kimberly Clark Corp

Consumer Defensive
408
+ 15.91%
$135.05 - $148.35 $55.1K - $60.5K
2.97K $422K
THC
Tenet Healthcare Corp

Healthcare
300
+ 53.57%
$129.27 - $168.03 $38.8K - $50.4K
860 $142K
PIPR
Piper Sandler Companies

Financial Services
227
+ 372.13%
$230.9 - $287.51 $52.4K - $65.3K
288 $81K
MPWR
Monolithic Power Systems Inc

Technology
34
+ 10.24%
$757.04 - $947.16 $25.7K - $32.2K
366 $338K
OKE
Oneok Inc

Energy
446
+ 16.6%
$78.62 - $95.27 $35.1K - $42.5K
3.13K $285K
PH
Parker Hannifin Corp

Industrials
24
+ 5.97%
$501.01 - $635.92 $12K - $15.3K
426 $269K
AFL
Aflac Inc

Financial Services
106
+ 4.52%
$88.52 - $111.8 $9.38K - $11.9K
2.45K $274K
SLV
I Shares Silver Trust

ETFs
462
+ 1.66%
$24.33 - $29.38 $11.2K - $13.6K
28.3K $803K
CHTR
Charter Communications, Inc.

Communication Services
165
+ 39.01%
$290.56 - $383.07 $47.9K - $63.2K
588 $190K
DHR
Danaher Corp

Healthcare
75
+ 4.9%
$239.25 - $280.76 $17.9K - $21.1K
1.61K $446K
SSO
Proshares Ultra S&P 500

ETFs
706
+ 3361.9%
$73.92 - $90.17 $52.2K - $63.7K
727 $65K
MUB
Ishares National Muni Bond ETF

ETFs
187
+ 0.92%
$106.13 - $108.7 $19.8K - $20.3K
20.6K $2.24M
STE
Steris PLC

Healthcare
204
+ 34.99%
$213.51 - $247.14 $43.6K - $50.4K
787 $190K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.25K
+ 100.08%
$48.06 - $49.39 $60.3K - $61.9K
2.51K $123K
TBBK
Bancorp, Inc.

Financial Services
251
+ 8.07%
$37.82 - $54.21 $9.49K - $13.6K
3.36K $179K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
19
+ 0.71%
$85.44 - $110.36 $1.62K - $2.1K
2.69K $296K
IP
International Paper CO

Consumer Cyclical
657
+ 13.05%
$42.55 - $49.98 $28K - $32.8K
5.69K $278K
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.49%
$156.14 - $187.2 $1.56K - $1.87K
2.05K $378K
TRGP
Targa Resources Corp.

Energy
241
+ 18.73%
$127.86 - $156.46 $30.8K - $37.7K
1.53K $226K
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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