Ever Source Wealth Advisors, LLC New Holdings in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CATH
Global X Fds Global X S&P 500

ETFs
220
New
$68.5 - $73.81 $15.1K - $16.2K
220 $15K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
1.35K
New
$11.09 - $12.69 $15K - $17.1K
1.35K $15K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
181
New
$72.16 - $78.82 $13.1K - $14.3K
181 $13K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
131
New
$100.18 - $109.1 $13.1K - $14.3K
131 $13K
GES
Guess Inc

Consumer Cyclical
761
New
$13.66 - $19.87 $10.4K - $15.1K
761 $10K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
300
New
$34.96 - $35.65 $10.5K - $10.7K
300 $10K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
1K
New
$10.19 - $11.38 $10.2K - $11.4K
1K $10K
SEB
Seaboard Corp

Industrials
4
New
$2390.98 - $3163.38 $9.56K - $12.7K
4 $9K
RGP
Resources Connection, Inc.

Industrials
1.01K
New
$7.96 - $9.47 $8.02K - $9.55K
1.01K $8K
LABU
Direxion Daily S&P Biotech Bul

ETFs
98
New
$89.58 - $146.96 $8.78K - $14.4K
98 $8K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
172
New
$44.28 - $51.47 $7.62K - $8.85K
172 $8K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
71
New
$119.61 - $136.3 $8.49K - $9.68K
71 $8K
DX
Dynex Capital Inc

Real Estate
569
New
$12.07 - $12.72 $6.87K - $7.24K
569 $7K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
219
New
$34.46 - $38.29 $7.55K - $8.39K
219 $7K
SRI
Stoneridge Inc

Consumer Cyclical
1.19K
New
$5.69 - $10.58 $6.78K - $12.6K
1.19K $7K
LIT
Global X Fds Global X Lithium

ETFs
188
New
$40.78 - $48.97 $7.67K - $9.21K
188 $7K
PHYL
Pgim ETF Tr

ETFs
216
New
$34.74 - $35.59 $7.5K - $7.69K
216 $7K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
117
New
$53.38 - $60.64 $6.25K - $7.09K
117 $6K
FNDE
Schwab Fundamental Emerging Mk

ETFs
229
New
$28.89 - $33.95 $6.62K - $7.77K
229 $6K
FR
First Industrial Realty Trust Inc

Real Estate
121
New
$49.6 - $55.9 $6K - $6.76K
121 $6K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
139
New
$35.81 - $39.43 $4.98K - $5.48K
139 $5K
STAG
Stag Industrial, Inc.

Real Estate
154
New
$33.22 - $39.1 $5.12K - $6.02K
154 $5K
XLB
Select Sector Spdr Fd Material

ETFs
66
New
$83.8 - $97.58 $5.53K - $6.44K
66 $5K
CEFA
Global X Fds
180
New
$30.05 - $32.57 $5.41K - $5.86K
180 $5K
ENS
Ener Sys

Industrials
58
New
$91.53 - $104.0 $5.31K - $6.03K
58 $5K
MLPX
Global X Mlp & Energy Infrastr

ETFs
99
New
$54.89 - $64.32 $5.43K - $6.37K
99 $5K
FAS
Direxion Daily Financial Bull

ETFs
35
New
$126.08 - $182.0 $4.41K - $6.37K
35 $5K
WAVE
Eco Wave Power Global Ab (Publ)
501
New
$4.38 - $15.64 $2.19K - $7.84K
501 $5K
PRK
Park National Corp

Financial Services
26
New
$160.0 - $206.49 $4.16K - $5.37K
26 $4K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
915
New
$4.84 - $7.2 $4.43K - $6.59K
915 $4K
STRL
Sterling Construction CO Inc

Industrials
28
New
$142.94 - $199.03 $4K - $5.57K
28 $4K
NTCT
Netscout Systems Inc

Technology
190
New
$20.09 - $23.1 $3.82K - $4.39K
190 $4K
TPB
Turning Point Brands, Inc.

Consumer Defensive
69
New
$40.84 - $64.22 $2.82K - $4.43K
69 $4K
CCSI
Consensus Cloud Solutions, Inc.

Technology
183
New
$20.15 - $26.61 $3.69K - $4.87K
183 $4K
FTCS
First Trust Capital Strength E

ETFs
51
New
$87.62 - $94.03 $4.47K - $4.8K
51 $4K
FENC
Fennec Pharmaceuticals Inc.

Healthcare
692
New
$3.99 - $6.37 $2.76K - $4.41K
692 $4K
VPG
Vishay Precision Group, Inc.

Technology
201
New
$21.09 - $25.3 $4.24K - $5.09K
201 $4K
BUSE
First Busey Corp

Financial Services
130
New
$23.57 - $27.55 $3.06K - $3.58K
130 $3K
ICFI
Icf International, Inc.

Industrials
32
New
$117.59 - $175.87 $3.76K - $5.63K
32 $3K
VREX
Varex Imaging Corp

Healthcare
223
New
$11.23 - $16.68 $2.5K - $3.72K
223 $3K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
52
New
$59.74 - $60.03 $3.11K - $3.12K
52 $3K
HYDB
Ishares Tr Edge High Yield Def

ETFs
85
New
$46.68 - $47.95 $3.97K - $4.08K
85 $3K
ASB
Associated Banc Corp

Financial Services
134
New
$20.64 - $28.14 $2.77K - $3.77K
134 $3K
EIG
Employers Holdings, Inc.

Financial Services
59
New
$47.48 - $53.89 $2.8K - $3.18K
59 $3K
QTWO
Q2 Holdings, Inc.

Technology
39
New
$77.81 - $110.85 $3.03K - $4.32K
39 $3K
REVG
Rev Group, Inc.

Industrials
103
New
$26.35 - $35.23 $2.71K - $3.63K
103 $3K
AMSC
American Superconductor Corp

Industrials
130
New
$21.33 - $36.81 $2.77K - $4.79K
130 $3K
PARR
Par Pacific Holdings, Inc.

Energy
184
New
$15.09 - $19.32 $2.78K - $3.55K
184 $3K
PLL
Piedmont Lithium Inc.

Basic Materials
379
New
$8.46 - $14.46 $3.21K - $5.48K
379 $3K
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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