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
CF
Cf Industries Holdings, Inc.

Basic Materials
-193
- 15.63%
$69.38 - $85.8 $13.4K - $16.6K
1.04K $89K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-67
- 17.49%
$34.29 - $36.04 $2.3K - $2.41K
316 $11K
CLSK
Cleanspark, Inc.

Technology
-30
- 11.72%
$8.09 - $19.79 $243 - $594
226 $2K
RNG
Ring Central, Inc.

Technology
-55
- 71.43%
$27.72 - $35.26 $1.52K - $1.94K
22 $0
RC
Ready Capital Corp

Real Estate
-173
- 12.74%
$7.63 - $9.43 $1.32K - $1.63K
1.19K $9K
SF
Stifel Financial Corp

Financial Services
-28
- 52.83%
$78.91 - $93.87 $2.21K - $2.63K
25 $2K
WPP
Wpp PLC

Communication Services
-184
- 13.53%
$43.23 - $52.12 $7.95K - $9.59K
1.18K $60K
RTO
Rentokil Initial PLC

Industrials
-17
- 5.45%
$24.2 - $32.96 $411 - $560
295 $7K
CIGI
Colliers International Group Inc.

Real Estate
-105
- 31.82%
$107.14 - $151.82 $11.2K - $15.9K
225 $34K
IFRA
Ishares Tr

ETFs
-409
- 12.06%
$41.55 - $46.97 $17K - $19.2K
2.98K $140K
WTI
W&T Offshore Inc

Energy
-1.33K
- 40.69%
$1.94 - $2.51 $2.58K - $3.33K
1.94K $4K
LESL
Leslie'S, Inc.

Consumer Cyclical
-527
- 84.05%
$2.5 - $4.09 $1.32K - $2.16K
100 $0
KELYA
Kelly Services Inc

Industrials
-117
- 68.02%
$19.37 - $23.53 $2.27K - $2.75K
55 $1K
VXF
Vanguard Extended Market ETF

ETFs
-194
- 7.73%
$163.98 - $182.92 $31.8K - $35.5K
2.32K $421K
PDCO
Patterson Companies, Inc.

Healthcare
-62
- 59.62%
$20.48 - $26.59 $1.27K - $1.65K
42 $0
MT
Arcelor Mittal

Basic Materials
-182
- 20.2%
$21.09 - $26.26 $3.84K - $4.78K
719 $18K
IART
Integra Lifesciences Holdings Corp

Healthcare
-60
- 75.95%
$17.14 - $31.74 $1.03K - $1.9K
19 $0
CADE
Cadence Bank

Financial Services
-198
- 17.08%
$27.64 - $33.58 $5.47K - $6.65K
961 $30K
PWOD
Penns Woods Bancorp Inc

Financial Services
-73
- 72.28%
$19.29 - $23.98 $1.41K - $1.75K
28 $0
EC
Ecopetrol S.A.

Energy
-45
- 4.73%
$8.75 - $11.27 $394 - $507
906 $8K
LECO
Lincoln Electric Holdings Inc

Industrials
-10
- 13.16%
$173.3 - $211.48 $1.73K - $2.11K
66 $12K
APLE
Apple Hospitality Reit, Inc.

Real Estate
-60
- 43.48%
$13.7 - $15.35 $822 - $921
78 $1K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-62
- 15.38%
$8.2 - $10.1 $508 - $626
341 $2K
ACHR
Archer Aviation Inc.

Industrials
-100
- 3.23%
$2.91 - $5.39 $291 - $539
3K $9K
PGNY
Progyny, Inc.

Healthcare
-27
- 45.76%
$16.46 - $30.0 $444 - $810
32 $0
APPF
Appfolio Inc

Technology
-4
- 22.22%
$204.33 - $270.02 $817 - $1.08K
14 $3K
ASH
Ashland Global Holdings Inc

Basic Materials
-8
- 8.42%
$81.74 - $97.42 $654 - $779
87 $7K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
-6
- 17.65%
$28.84 - $41.15 $173 - $247
28 $0
YELP
Yelp Inc

Communication Services
-33
- 35.48%
$33.02 - $37.77 $1.09K - $1.25K
60 $2K
ALRM
Alarm.Com Holdings, Inc.

Technology
-16
- 40.0%
$53.5 - $71.19 $856 - $1.14K
24 $1K
GLDM
World Gold Trust

ETFs
-39
- 21.79%
$46.2 - $53.01 $1.8K - $2.07K
140 $7K
ULCC
Frontier Group Holdings, Inc.

Industrials
-136
- 53.54%
$2.84 - $5.36 $386 - $729
118 $0
WGO
Winnebago Industries Inc

Consumer Cyclical
-44
- 15.02%
$49.68 - $62.52 $2.19K - $2.75K
249 $14K
WMS
Advanced Drainage Systems, Inc.

Industrials
-2
- 6.25%
$140.18 - $178.56 $280 - $357
30 $4K
APPN
Appian Corp

Technology
-17
- 17.17%
$27.04 - $37.8 $460 - $643
82 $2K
SIG
Signet Jewelers LTD

Consumer Cyclical
-28
- 15.64%
$72.58 - $103.15 $2.03K - $2.89K
151 $15K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16
- 11.19%
$92.63 - $105.69 $1.48K - $1.69K
127 $13K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-59
- 16.48%
$15.14 - $19.14 $893 - $1.13K
299 $4K
PRGO
Perrigo CO PLC

Healthcare
-36
- 8.89%
$25.44 - $29.27 $916 - $1.05K
369 $9K
SSTK
Shutterstock, Inc.

Communication Services
-23
- 31.94%
$32.5 - $44.22 $748 - $1.02K
49 $1K
ACM
Aecom

Industrials
-12
- 52.17%
$82.37 - $103.25 $988 - $1.24K
11 $1K
SFL
Sfl Corp Ltd.

Industrials
-98
- 84.48%
$10.77 - $14.04 $1.06K - $1.38K
18 $0
SLAB
Silicon Laboratories Inc.

Technology
-12
- 19.05%
$94.31 - $125.1 $1.13K - $1.5K
51 $5K
TTD
Trade Desk, Inc.

Technology
-128
- 11.74%
$83.08 - $110.79 $10.6K - $14.2K
962 $105K
DSX
Diana Shipping Inc.

Industrials
-306
- 25.61%
$2.2 - $2.93 $673 - $897
889 $2K
TECH
Bio Techne Corp

Healthcare
-42
- 16.47%
$70.96 - $82.35 $2.98K - $3.46K
213 $17K
TDC
Teradata Corp

Technology
-50
- 59.52%
$24.51 - $34.97 $1.23K - $1.75K
34 $1K
BPMC
Blueprint Medicines Corp

Healthcare
-1
- 3.45%
$84.1 - $120.5 $84.1 - $121
28 $2K
SAM
Boston Beer CO Inc

Consumer Defensive
-3
- 42.86%
$265.09 - $301.9 $795 - $906
4 $1K
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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