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
GTLB
Gitlab Inc.

Technology
-209
- 95.87%
$40.84 - $56.2 $8.54K - $11.7K
9 $0
HRI
Herc Holdings Inc

Industrials
-104
- 41.27%
$125.03 - $159.53 $13K - $16.6K
148 $23K
MDT
Medtronic PLC

Healthcare
-591
- 15.42%
$76.84 - $91.03 $45.4K - $53.8K
3.24K $291K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-7
- 8.75%
$109.03 - $210.9 $763 - $1.48K
73 $7K
ODP
Odp Corp

Consumer Cyclical
-228
- 85.71%
$24.56 - $42.42 $5.6K - $9.67K
38 $1K
GH
Guardant Health, Inc.

Healthcare
-50
- 4.23%
$22.3 - $36.29 $1.12K - $1.81K
1.13K $25K
VAL
Valaris LTD

Energy
-34
- 9.32%
$53.76 - $79.98 $1.83K - $2.72K
331 $18K
IDXX
Idexx Laboratories Inc

Healthcare
-28
- 10.0%
$455.08 - $517.19 $12.7K - $14.5K
252 $127K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-250
- 44.96%
$53.53 - $71.86 $13.4K - $18K
306 $21K
BLDR
Builders First Source, Inc.

Industrials
-294
- 33.91%
$132.6 - $201.83 $39K - $59.3K
573 $111K
UTHR
United Therapeutics Corp

Healthcare
-35
- 27.56%
$311.04 - $363.55 $10.9K - $12.7K
92 $32K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-251
- 99.6%
$33.88 - $42.53 $8.5K - $10.7K
1 $0
GO
Grocery Outlet Holding Corp.

Consumer Defensive
-348
- 77.51%
$15.97 - $22.05 $5.56K - $7.67K
101 $1K
ALC
Alcon Inc

Healthcare
-192
- 18.81%
$88.07 - $100.79 $16.9K - $19.4K
829 $82K
CRBG
Corebridge Financial, Inc.

Financial Services
-269
- 17.0%
$24.9 - $30.12 $6.7K - $8.1K
1.31K $38K
CABO
Cable One, Inc.

Communication Services
-24
- 53.33%
$314.59 - $418.85 $7.55K - $10.1K
21 $7K
PK
Park Hotels & Resorts Inc.

Real Estate
-500
- 44.17%
$13.63 - $15.7 $6.82K - $7.85K
632 $8K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-272
- 23.37%
$43.65 - $51.09 $11.9K - $13.9K
892 $44K
HES
Hess Corp

Energy
-5
- 0.75%
$126.3 - $155.44 $632 - $777
666 $90K
SQ
Block, Inc.

Technology
-139
- 24.78%
$57.21 - $72.07 $7.95K - $10K
422 $28K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-100
- 88.5%
$63.28 - $81.93 $6.33K - $8.19K
13 $0
GNTX
Gentex Corp

Consumer Cyclical
-54
- 4.03%
$28.39 - $35.19 $1.53K - $1.9K
1.29K $38K
IRT
Independence Realty Trust, Inc.

Real Estate
-424
- 34.06%
$18.32 - $21.15 $7.77K - $8.97K
821 $16K
ITA
Ishares Tr

ETFs
-359
- 13.5%
$131.58 - $149.64 $47.2K - $53.7K
2.3K $344K
UAL
United Airlines Holdings, Inc.

Industrials
-769
- 17.74%
$37.88 - $58.85 $29.1K - $45.3K
3.57K $203K
CRUS
Cirrus Logic, Inc.

Technology
-52
- 38.52%
$112.86 - $145.69 $5.87K - $7.58K
83 $10K
PDS
Precision Drilling Corp

Energy
-88
- 88.0%
$60.66 - $76.85 $5.34K - $6.76K
12 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-108
- 3.96%
$11.03 - $18.11 $1.19K - $1.96K
2.62K $29K
SMAR
Smartsheet Inc

Technology
-179
- 73.66%
$42.95 - $55.46 $7.69K - $9.93K
64 $3K
NCR
Ncr Corp

Technology
-458
- 96.42%
N/A
17 $0
MATW
Matthews International Corp

Industrials
-261
- 44.85%
$22.49 - $28.95 $5.87K - $7.56K
321 $7K
PAC
Pacific Airport Group

Industrials
-56
- 36.84%
$150.24 - $184.66 $8.41K - $10.3K
96 $16K
ASR
Southeast Airport Group

Industrials
-19
- 27.94%
$258.1 - $317.47 $4.9K - $6.03K
49 $13K
NFLX
Netflix Inc

Communication Services
-234
- 5.07%
$598.55 - $722.26 $140K - $169K
4.38K $3.11M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-769
- 10.79%
$41.02 - $46.01 $31.5K - $35.4K
6.36K $289K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-72
- 16.98%
$100.09 - $100.69 $7.21K - $7.25K
352 $35K
EEFT
Euronet Worldwide, Inc.

Technology
-62
- 35.43%
$92.68 - $108.63 $5.75K - $6.74K
113 $11K
CSTM
Constellium Se

Basic Materials
-290
- 36.62%
$15.21 - $19.53 $4.41K - $5.66K
502 $8K
PSTG
Pure Storage, Inc.

Technology
-21
- 7.05%
$45.73 - $67.71 $960 - $1.42K
277 $13K
FNB
Fnb Corp

Financial Services
-419
- 90.5%
$13.41 - $15.55 $5.62K - $6.52K
44 $0
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-1.52K
- 33.55%
$3.99 - $4.33 $6.04K - $6.56K
3K $12K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-19
- 51.35%
$188.28 - $328.47 $3.58K - $6.24K
18 $4K
TRN
Trinity Industries Inc

Industrials
-476
- 22.84%
$28.66 - $36.5 $13.6K - $17.4K
1.61K $56K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-224
- 75.17%
$26.13 - $31.72 $5.85K - $7.11K
74 $2K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-118
- 68.21%
$50.52 - $50.95 $5.96K - $6.01K
55 $2K
VDE
Vanguard Energy ETF

ETFs
-18
- 2.36%
$117.44 - $131.06 $2.11K - $2.36K
746 $91K
LEA
Lear Corp

Consumer Cyclical
-39
- 14.66%
$103.43 - $123.95 $4.03K - $4.83K
227 $24K
ONTO
Onto Innovation Inc.

Technology
-24
- 20.34%
$158.45 - $238.04 $3.8K - $5.71K
94 $19K
SWN
Southwestern Energy CO

Energy
-1.52K
- 11.42%
$6.0 - $7.15 $9.12K - $10.9K
11.8K $83K
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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