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
FVRR
Fiverr International Ltd.

Communication Services
-4
- 4.3%
$21.29 - $26.73 $85.2 - $107
89 $2K
Flagstar Financial Inc Com New
-1.7K
- 94.97%
N/A
90 $0
Fortrea Hldgs Inc Common Stock
-45
- 3.17%
N/A
1.38K $0
DDD
3 D Systems Corp

Technology
-288
- 92.01%
$1.88 - $4.1 $541 - $1.18K
25 $0
GFS
Globalfoundries Inc.

Technology
-4
- 13.33%
$39.04 - $58.39 $156 - $234
26 $1K
SPMD
Spdr Portfolio

ETFs
-18
- 9.28%
$50.29 - $54.92 $905 - $989
176 $9K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-68
- 4.34%
$25.38 - $26.27 $1.73K - $1.79K
1.5K $39K
GXO
Gxo Logistics, Inc.

Industrials
-5
- 4.27%
$46.45 - $55.98 $232 - $280
112 $5K
SKYW
Skywest Inc

Industrials
-14
- 4.43%
$68.08 - $87.62 $953 - $1.23K
302 $25K
Six Flags Entertainment Corp Com
-1
- 1.54%
N/A
64 $0
SEM
Select Medical Holdings Corp

Healthcare
-15
- 2.4%
$32.0 - $39.76 $480 - $596
610 $21K
PSEP
Innovator U.S. Equity Power Bu
-309
- 23.46%
N/A
1.01K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-593
- 28.55%
N/A
1.48K $0
Aeva Technologies Inc Com New
-200
- 90.91%
N/A
20 $0
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-1
- 25.0%
$37.45 - $52.79 $37.5 - $52.8
3 $0
HPP
Hudson Pacific Properties, Inc.

Real Estate
-44
- 2.81%
$4.4 - $6.01 $194 - $264
1.52K $7K
Advisorshares Star Global Buy Write ETF
-14.1K
- 53.71%
N/A
12.2K $0
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-2
- 1.49%
$23.58 - $25.5 $47.2 - $51
132 $3K
Sila Realty Trust Inc Class A
-543
- 48.79%
N/A
570 $0
FTHM
Fathom Holdings Inc.

Real Estate
-22
- 68.75%
$1.61 - $3.0 $35.4 - $66
10 $0
Ferguson Enterprises Inc Common Stock New
-232
- 11.02%
N/A
1.87K $0
Fidelity Enhanced Large Cap Value ETF
-3.8K
- 64.16%
N/A
2.12K $0
GTES
Gates Industrial Corp PLC

Industrials
-4
- 4.71%
$15.22 - $18.59 $60.9 - $74.4
81 $1K
EEM
Ishares Msci Emerging Markets

ETFs
-715
- 7.29%
$40.42 - $46.7 $28.9K - $33.4K
9.1K $417K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
-49
- 41.53%
$3.17 - $4.02 $155 - $197
69 $0
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
-1.82K
- 53.51%
N/A
1.59K $0
MTTR
Matterport, Inc.

Technology
-100
- 4.3%
$4.03 - $4.6 $403 - $460
2.22K $10K
Brookfield Infrastructure Corp Com Sb Vtg Shs A
-1.4K
- 34.47%
N/A
2.66K $0
Bunge Global Sa Com Shs
-198
- 55.31%
N/A
160 $0
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
-36
- 6.02%
$6.84 - $9.73 $246 - $350
562 $4K
CRC
California Resources Corp

Energy
-7
- 12.96%
$43.29 - $54.04 $303 - $378
47 $2K
SYF
Synchrony Financial

Financial Services
-40
- 6.75%
$43.77 - $52.22 $1.75K - $2.09K
553 $27K
ARCB
Arcbest Corp

Industrials
-3
- 1.91%
$98.5 - $126.05 $296 - $378
154 $16K
SGH
Smart Global Holdings, Inc.

Technology
-21
- 91.3%
$17.79 - $29.35 $374 - $616
2 $0
AGO
Assured Guaranty LTD

Financial Services
-6
- 1.83%
$74.0 - $82.52 $444 - $495
322 $25K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
-24
- 46.15%
$10.14 - $13.11 $243 - $315
28 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
-110
- 36.67%
$2.64 - $4.26 $290 - $469
190 $0
Pgim Us Large Cap Buffer 12 ETF February
-309
- 27.86%
N/A
800 $0
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-10
- 12.99%
$23.91 - $31.3 $239 - $313
67 $1K
BOC
Boston Omaha Corp

Communication Services
-22
- 34.92%
$12.6 - $15.08 $277 - $332
41 $0
MNTSW
Momentus Inc Wt Exp 05/15/26(D
-1.51K
- 23.52%
$0.01 - $0.02 $15.1 - $30.1
4.9K $0
NVAX
Novavax Inc

Healthcare
-32
- 51.61%
$10.71 - $17.11 $343 - $548
30 $0
TNDM
Tandem Diabetes Care Inc

Healthcare
-12
- 4.71%
$35.21 - $47.3 $423 - $568
243 $10K
NTRS
Northern Trust Corp

Financial Services
-20
- 6.9%
$82.48 - $92.62 $1.65K - $1.85K
270 $24K
Noble Corp PLC Ord Shs A
-140
- 84.34%
N/A
26 $0
NOAH
Noah Holdings LTD

Financial Services
-61
- 35.26%
$7.22 - $12.3 $440 - $750
112 $1K
Nikola Corp Com New
-21
- 33.33%
N/A
42 $0
Offerpad Solutions Inc Com Cl A
-86
- 66.67%
N/A
43 $0
BGS
B&G Foods, Inc.

Consumer Defensive
-47
- 22.6%
$7.68 - $9.34 $361 - $439
161 $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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email