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
DTM
Dt Midstream, Inc.

Energy
113
+ 4.1%
$69.34 - $79.28 $7.84K - $8.96K
2.87K $225K
EMR
Emerson Electric CO

Industrials
290
+ 11.1%
$98.19 - $118.87 $28.5K - $34.5K
2.9K $317K
MTB
M&T Bank Corp

Financial Services
8
+ 0.73%
$146.49 - $179.85 $1.17K - $1.44K
1.11K $196K
NVS
Novartis Ag

Healthcare
60
+ 2.27%
$106.13 - $120.89 $6.37K - $7.25K
2.71K $311K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
+ 1.33%
$138.85 - $182.81 $2.78K - $3.66K
1.53K $270K
IT
Gartner Inc

Technology
13
+ 3.39%
$441.32 - $516.47 $5.74K - $6.71K
396 $200K
G
Genpact LTD

Technology
518
+ 46.33%
$30.96 - $39.45 $16K - $20.4K
1.64K $64K
JKHY
Henry Jack & Associates Inc

Technology
35
+ 1.61%
$160.87 - $177.06 $5.63K - $6.2K
2.21K $389K
OEF
Ishares S&P 100 ETF

ETFs
89
+ 2.75%
$266.03 - $266.03 $23.7K - $23.7K
3.33K $884K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.5K
+ 17.67%
$7.45 - $8.23 $18.6K - $20.6K
16.6K $134K
AIT
Applied Industrial Technologies Inc

Industrials
71
+ 16.32%
$183.8 - $224.77 $13K - $16K
506 $112K
BJUL
Innovator U.S. Equity Buffer E

ETFs
450
+ 9.89%
$40.26 - $43.68 $18.1K - $19.7K
5K $218K
MKC
Mccormick & CO Inc

Consumer Defensive
99
+ 5.69%
$69.44 - $84.76 $6.87K - $8.39K
1.84K $151K
MPW
Medical Properties Trust Inc

Real Estate
3.64K
+ 81.73%
$4.03 - $6.38 $14.7K - $23.2K
8.1K $47K
MTD
Mettler Toledo International Inc

Healthcare
12
+ 11.32%
$1308.0 - $1521.03 $15.7K - $18.3K
118 $176K
SSB
South State Corp

Financial Services
6
+ 0.45%
$75.47 - $101.63 $453 - $610
1.33K $129K
TXN
Texas Instruments Inc

Technology
140
+ 3.46%
$194.6 - $194.6 $27.2K - $27.2K
4.18K $814K
HBAN
Huntington Bancshares Inc

Financial Services
1.47K
+ 44.36%
$12.84 - $15.15 $18.9K - $22.3K
4.79K $70K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
830
+ 172.2%
$29.08 - $31.84 $24.1K - $26.4K
1.31K $41K
RMD
Resmed Inc

Healthcare
32
+ 8.82%
$186.94 - $252.92 $5.98K - $8.09K
395 $96K
SYY
Sysco Corp

Consumer Defensive
146
+ 6.17%
$69.16 - $78.98 $10.1K - $11.5K
2.51K $196K
WEC
Wec Energy Group, Inc.

Utilities
125
+ 14.78%
$77.68 - $96.19 $9.71K - $12K
971 $93K
CGGO
Capital Group Global Growth Eq

ETFs
141
+ 0.47%
$27.25 - $30.52 $3.84K - $4.3K
30K $905K
CTSH
Cognizant Technology Solutions Corp

Technology
83
+ 3.78%
$66.89 - $77.87 $5.55K - $6.46K
2.28K $175K
STZ
Constellation Brands, Inc.

Consumer Defensive
97
+ 4.97%
$236.42 - $259.82 $22.9K - $25.2K
2.05K $527K
MDU
Mdu Resources Group Inc

Industrials
955
+ 707.41%
$24.1 - $27.68 $23K - $26.4K
1.09K $29K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
265
+ 2038.46%
$86.23 - $103.97 $22.9K - $27.6K
278 $27K
VRSK
Verisk Analytics, Inc.

Industrials
98
+ 23.9%
$260.31 - $285.99 $25.5K - $28K
508 $136K
EPD
Enterprise Products Partners L.P.

Energy
806
+ 6.76%
$27.88 - $30.0 $22.5K - $24.2K
12.7K $370K
INDA
Ishares Msci India Index Fund

ETFs
45
+ 0.55%
$54.86 - $59.22 $2.47K - $2.66K
8.24K $481K
PDI
Pimco Dynamic Income Fund

Financial Services
1K
+ 33.33%
$18.7 - $20.25 $18.7K - $20.3K
4K $81K
CGXU
Capital Group Intl Focus Equit

ETFs
664
+ 14.62%
$24.27 - $27.46 $16.1K - $18.2K
5.21K $140K
GPN
Global Payments Inc

Industrials
38
+ 1.07%
$92.66 - $112.97 $3.52K - $4.29K
3.6K $368K
ITT
Itt Inc.

Industrials
2
+ 0.17%
$125.05 - $150.55 $250 - $301
1.16K $173K
DTE
Dte Energy CO

Utilities
32
+ 2.95%
$108.67 - $128.41 $3.48K - $4.11K
1.12K $143K
FOR
Forestar Group Inc.

Real Estate
649
+ 12.22%
$28.23 - $36.91 $18.3K - $24K
5.96K $192K
KMI
Kinder Morgan, Inc.

Energy
69
+ 0.73%
$19.72 - $22.22 $1.36K - $1.53K
9.57K $211K
A
Agilent Technologies, Inc.

Healthcare
56
+ 7.41%
$125.42 - $148.48 $7.02K - $8.31K
812 $120K
CBT
Cabot Corp

Basic Materials
114
+ 24.0%
$86.96 - $111.73 $9.91K - $12.7K
589 $65K
ECL
Ecolab Inc.

Basic Materials
50
+ 9.04%
$228.86 - $255.76 $11.4K - $12.8K
603 $153K
EA
Electronic Arts Inc.

Communication Services
119
+ 8.59%
$137.32 - $151.82 $16.3K - $18.1K
1.51K $215K
JXN
Jackson Financial Inc.

Financial Services
157
+ 35.84%
$69.1 - $91.97 $10.8K - $14.4K
595 $54K
RELX
Relx PLC

Communication Services
286
+ 5.2%
$44.1 - $48.86 $12.6K - $14K
5.79K $274K
RPRX
Royalty Pharma PLC

Healthcare
596
+ 22.09%
$25.63 - $29.27 $15.3K - $17.4K
3.29K $93K
SNN
Smith & Nephew PLC

Healthcare
208
+ 8.48%
$24.51 - $31.64 $5.1K - $6.58K
2.66K $82K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1
+ 0.01%
$39.37 - $41.68 $39.4 - $41.7
12.8K $531K
SSNC
Ss&C Technologies Holdings Inc

Technology
67
+ 4.6%
$61.42 - $76.46 $4.12K - $5.12K
1.52K $113K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 1.67%
$201.87 - $242.35 $2.22K - $2.67K
670 $156K
VOD
Vodafone Group Public LTD CO

Communication Services
555
+ 3.81%
$8.8 - $10.35 $4.88K - $5.74K
15.1K $151K
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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