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
RMBS
Rambus Inc

Technology
-32
- 21.48%
$37.86 - $66.26 $1.21K - $2.12K
117 $4K
SAN
Banco Santander, S.A.

Financial Services
-2.8K
- 13.11%
$4.37 - $5.16 $12.2K - $14.4K
18.5K $94K
JHG
Janus Henderson Group PLC

Financial Services
-278
- 18.09%
$33.55 - $38.68 $9.33K - $10.8K
1.26K $47K
VLY
Valley National Bancorp

Financial Services
-735
- 49.63%
$6.58 - $9.34 $4.84K - $6.86K
746 $6K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-35
- 3.39%
$16.19 - $23.88 $567 - $836
998 $19K
RSG
Republic Services, Inc.

Industrials
-192
- 3.68%
$189.34 - $208.21 $36.4K - $40K
5.02K $1.01M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-24
- 2.68%
$104.47 - $116.17 $2.51K - $2.79K
871 $94K
OVV
Ovintiv Inc.

Energy
-9
- 4.15%
$37.0 - $48.89 $333 - $440
208 $7K
CAMT
Camtek LTD

Technology
-11
- 30.56%
$71.51 - $137.24 $787 - $1.51K
25 $1K
EHAB
Enhabit, Inc.

Healthcare
-192
- 27.75%
$7.47 - $10.36 $1.43K - $1.99K
500 $3K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-54
- 80.6%
$35.85 - $53.39 $1.94K - $2.88K
13 $0
GNRC
Generac Holdings Inc.

Industrials
-225
- 18.52%
$133.16 - $159.78 $30K - $36K
990 $157K
BRY
Berry Corp (Bry)

Energy
-396
- 63.06%
$4.85 - $6.96 $1.92K - $2.76K
232 $1K
UTZ
Utz Brands, Inc.

Consumer Defensive
-223
- 46.46%
$14.46 - $18.6 $3.22K - $4.15K
257 $4K
KWR
Quaker Chemical Corp

Basic Materials
-20
- 48.78%
$157.95 - $192.14 $3.16K - $3.84K
21 $3K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-12
- 2.58%
$320.55 - $412.94 $3.85K - $4.96K
454 $176K
ASAI
Sendas Distributor S.A.

Consumer Defensive
-249
- 52.87%
$6.88 - $10.7 $1.71K - $2.66K
222 $1K
MKSI
Mks Instruments Inc

Technology
-7
- 6.14%
$103.52 - $144.6 $725 - $1.01K
107 $11K
AMBA
Ambarella Inc

Technology
-50
- 65.79%
$39.79 - $65.3 $1.99K - $3.27K
26 $1K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-6
- 9.23%
$129.86 - $184.59 $779 - $1.11K
59 $8K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-65
- 75.58%
$38.89 - $42.97 $2.53K - $2.79K
21 $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-501
- 2.24%
$49.93 - $51.15 $25K - $25.6K
21.8K $1.12M
ALIT
Alight, Inc.

Technology
-345
- 39.03%
$6.52 - $7.65 $2.25K - $2.64K
539 $3K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
-232
- 21.28%
$10.15 - $10.15 $2.35K - $2.35K
858 $8K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-35
- 39.77%
$82.38 - $93.84 $2.88K - $3.28K
53 $4K
CBZ
Cbiz, Inc.

Industrials
-19
- 7.92%
$64.51 - $86.02 $1.23K - $1.63K
221 $14K
EGHT
8 X8 Inc

Technology
-1.05K
- 14.59%
$1.64 - $3.34 $1.72K - $3.51K
6.15K $12K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-129
- 20.77%
$33.74 - $37.96 $4.35K - $4.9K
492 $18K
ABR
Arbor Realty Trust Inc

Real Estate
-351
- 20.6%
$12.89 - $15.66 $4.52K - $5.5K
1.35K $21K
WNC
Wabash National Corp

Industrials
-96
- 22.86%
$18.52 - $23.75 $1.78K - $2.28K
324 $6K
NTES
Net Ease, Inc.

Communication Services
-19
- 5.32%
$76.41 - $96.46 $1.45K - $1.83K
338 $31K
HOOD
Robinhood Markets, Inc.

Technology
-122
- 19.37%
$16.42 - $24.63 $2K - $3K
508 $11K
SOUN
Soundhound Ai, Inc.

Technology
-731
- 79.28%
$3.89 - $6.2 $2.84K - $4.53K
191 $0
MERC
Mercer International Inc.

Basic Materials
-207
- 55.2%
$5.6 - $8.48 $1.16K - $1.76K
168 $1K
INGR
Ingredion Inc

Consumer Defensive
-64
- 20.78%
$111.98 - $137.59 $7.17K - $8.81K
244 $33K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-72
- 22.22%
$36.06 - $46.56 $2.6K - $3.35K
252 $11K
HUBG
Hub Group, Inc.

Industrials
-67
- 12.45%
$41.27 - $47.13 $2.77K - $3.16K
471 $21K
HI
Hillenbrand, Inc.

Industrials
-5
- 3.6%
$26.35 - $45.14 $132 - $226
134 $3K
MTX
Minerals Technologies Inc

Basic Materials
-19
- 10.0%
$69.64 - $88.9 $1.32K - $1.69K
171 $13K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-50
- 1.6%
$5.99 - $7.68 $300 - $384
3.08K $20K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-44
- 12.87%
$38.04 - $44.16 $1.67K - $1.94K
298 $12K
FOXA
Fox Corp

Communication Services
-253
- 23.8%
$34.12 - $42.33 $8.63K - $10.7K
810 $34K
RPD
Rapid7, Inc.

Technology
-25
- 14.62%
$33.02 - $43.17 $826 - $1.08K
146 $5K
AMKR
Amkor Technology, Inc.

Technology
-4
- 1.97%
$28.09 - $44.68 $112 - $179
199 $6K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
-250
- 81.97%
$7.49 - $9.67 $1.87K - $2.42K
55 $0
KSS
Kohls Corp

Consumer Cyclical
-96
- 20.17%
$18.62 - $22.79 $1.79K - $2.19K
380 $8K
KOP
Koppers Holdings Inc.

Basic Materials
-33
- 17.01%
$34.33 - $40.71 $1.13K - $1.34K
161 $5K
ALGM
Allegro Microsystems, Inc.

Technology
-57
- 69.51%
$20.48 - $33.15 $1.17K - $1.89K
25 $0
DFAU
Dimensional ETF Tr

ETFs
-55
- 85.94%
$35.8 - $39.69 $1.97K - $2.18K
9 $0
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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