Ever Source Wealth Advisors, LLC Reduced Holdings in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-766
- 0.94%
$136.27 - $1745.86 $104K - $1.34M
80.5K $13.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-86.9K
- 79.87%
$75.32 - $84.37 $6.55M - $7.34M
21.9K $1.83M
VC
Visteon Corp

Consumer Cyclical
-34.2K
- 99.89%
$88.69 - $115.54 $3.03M - $3.95M
38 $3K
GOOG
Alphabet Inc.

Communication Services
-3.24K
- 5.56%
$149.54 - $192.66 $484K - $624K
55K $9.19M
CVX
Chevron Corp

Energy
-5.4K
- 7.44%
$137.88 - $161.97 $745K - $875K
67.2K $9.9M
NVO
Novo Nordisk A S

Healthcare
-4.36K
- 18.33%
$119.07 - $145.42 $519K - $634K
19.4K $2.31M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-28K
- 22.06%
$39.98 - $43.99 $1.12M - $1.23M
98.9K $4.35M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-18.2K
- 28.77%
$44.83 - $47.42 $814K - $861K
45K $2.12M
IEFA
Ishares Tr

ETFs
-10.6K
- 55.17%
$70.09 - $78.74 $744K - $836K
8.63K $673K
CCL
Carnival Corp

Consumer Cyclical
-36.9K
- 35.72%
$14.01 - $19.18 $516K - $707K
66.3K $1.23M
COP
Conocophillips

Energy
-903
- 1.45%
$102.3 - $116.61 $92.4K - $105K
61.6K $6.48M
SNOW
Snowflake Inc.

Technology
-4.11K
- 47.98%
$108.56 - $143.02 $446K - $587K
4.45K $511K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-25.8K
- 70.87%
$24.06 - $26.97 $620K - $696K
10.6K $284K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-45.8K
- 25.8%
$22.56 - $22.56 $1.03M - $1.03M
132K $2.97M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.39K
- 35.86%
$60.84 - $67.51 $510K - $566K
15K $1.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.69K
- 24.14%
$84.77 - $97.13 $482K - $552K
17.9K $1.71M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.51K
- 76.33%
$48.51 - $52.86 $413K - $450K
2.64K $139K
MRK
Merck & Co., Inc.

Healthcare
-816
- 2.75%
$111.15 - $128.97 $90.7K - $105K
28.8K $3.27M
FDX
Fedex Corp

Industrials
-219
- 1.72%
$254.64 - $313.52 $55.8K - $68.7K
12.5K $3.42M
AI
C3.Ai, Inc.

Technology
-10.2K
- 34.3%
$21.12 - $30.58 $215K - $311K
19.5K $471K
ISMD
Northern Lts Fd Tr Iv

ETFs
-14.5K
- 28.74%
$34.03 - $38.37 $492K - $554K
35.8K $1.36M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-8.94K
- 29.23%
$44.24 - $49.47 $396K - $442K
21.6K $1.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.47K
- 23.64%
$162.64 - $179.3 $401K - $443K
7.97K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.38K
- 8.08%
$332.02 - $382.76 $457K - $527K
15.7K $5.88M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.29K
- 30.05%
$162.83 - $179.16 $373K - $410K
5.33K $955K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-13.6K
- 27.82%
$23.25 - $24.3 $317K - $332K
35.4K $852K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-6.13K
- 29.06%
$48.4 - $50.91 $297K - $312K
15K $757K
BA
Boeing CO

Industrials
-439
- 6.74%
$152.04 - $190.6 $66.7K - $83.7K
6.08K $923K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.07K
- 4.38%
$133.16 - $158.73 $275K - $328K
45.1K $6.84M
EFG
Msci Eafe Growth ETF

ETFs
-2.84K
- 29.16%
$96.84 - $108.77 $275K - $309K
6.9K $742K
DLB
Dolby Laboratories, Inc.

Industrials
-3.1K
- 94.55%
$66.75 - $81.27 $207K - $252K
179 $13K
VNLA
Janus Henderson Short Duration

ETFs
-5.6K
- 9.67%
$48.34 - $49.08 $271K - $275K
52.3K $2.56M
HEFA
Ishares Currency Hedged Msci E

ETFs
-6.45K
- 77.47%
$32.34 - $35.85 $209K - $231K
1.88K $66K
AAL
American Airlines Group Inc.

Industrials
-19.8K
- 83.58%
$11.04 - $11.04 $219K - $219K
3.89K $42K
SPYG
Spdr Portfolio

ETFs
-6.29K
- 5.85%
$73.38 - $84.1 $462K - $529K
101K $8.39M
WSM
Williams Sonoma Inc

Consumer Cyclical
-622
- 64.46%
$128.47 - $280.94 $79.9K - $175K
343 $53K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-21.9K
- 12.63%
$28.91 - $32.54 $633K - $712K
151K $4.89M
MU
Micron Technology Inc

Technology
-317
- 4.87%
$86.27 - $136.82 $27.3K - $43.4K
6.2K $642K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-5.62K
- 55.31%
$33.49 - $43.24 $188K - $243K
4.54K $170K
F
Ford Motor CO

Consumer Cyclical
-12K
- 28.14%
$9.71 - $14.55 $116K - $174K
30.6K $323K
IWS
Ishares Russell Midcap Value E

ETFs
-3.07K
- 17.87%
$119.52 - $132.25 $367K - $406K
14.1K $1.87M
DG
Dollar General Corp

Consumer Defensive
-791
- 26.51%
$80.41 - $132.42 $63.6K - $105K
2.19K $185K
NXPI
Nxp Semiconductors N.V.

Technology
-700
- 51.4%
$225.14 - $290.78 $158K - $204K
662 $158K
SNPS
Synopsys Inc

Technology
-301
- 48.16%
$463.97 - $621.3 $140K - $187K
324 $164K
HAL
Halliburton CO

Energy
-847
- 2.3%
$27.81 - $36.44 $23.6K - $30.9K
36K $1.05M
STLA
Stellantis N.V.

Consumer Cyclical
-8.47K
- 60.33%
$14.05 - $20.71 $119K - $175K
5.57K $78K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-2.45K
- 41.85%
$94.32 - $105.04 $231K - $257K
3.4K $357K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.27K
- 18.27%
$49.83 - $62.75 $113K - $142K
10.1K $584K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.28K
- 28.6%
$181.06 - $197.17 $232K - $253K
3.2K $631K
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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