Ever Source Wealth Advisors, LLC Sells in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GGB
Gerdau S.A.

Basic Materials
-5.01K
- 47.97%
$2.88 - $3.61 $14.4K - $18.1K
5.44K $15K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-194
- 9.46%
$100.24 - $101.35 $19.4K - $19.7K
1.86K $186K
SEE
Sealed Air Corp

Consumer Cyclical
-526
- 33.63%
$33.59 - $37.3 $17.7K - $19.6K
1.04K $35K
ROKU
Roku, Inc

Communication Services
-280
- 43.41%
$64.08 - $84.12 $17.9K - $23.6K
365 $27K
JHX
James Hardie Industries PLC

Basic Materials
-292
- 21.89%
$30.81 - $38.63 $9K - $11.3K
1.04K $32K
PSEC
Prospect Capital Corp

Financial Services
-3.73K
- 90.21%
$4.16 - $5.34 $15.5K - $19.9K
405 $1K
STLA
Stellantis N.V.

Consumer Cyclical
-1.16K
- 20.74%
$12.37 - $13.99 $14.3K - $16.2K
4.41K $57K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-186
- 37.35%
$77.43 - $89.47 $14.4K - $16.6K
312 $24K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-188
- 24.77%
$104.52 - $115.08 $19.6K - $21.6K
571 $60K
SKM
Sk Telecom CO LTD

Communication Services
-417
- 9.85%
$21.04 - $24.27 $8.77K - $10.1K
3.82K $80K
BALL
Ball Corp

Consumer Cyclical
-96
- 8.86%
$54.84 - $67.94 $5.26K - $6.52K
988 $54K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-780
- 50.98%
$23.75 - $25.68 $18.5K - $20K
750 $18K
GOGL
Golden Ocean Group LTD

Industrials
-647
- 22.05%
$8.62 - $13.16 $5.58K - $8.51K
2.29K $20K
STN
Stantec Inc

Industrials
-208
- 16.98%
$78.45 - $87.5 $16.3K - $18.2K
1.02K $79K
WEST
Westrock Coffee Holdings, LLC
-2.64K
- 65.15%
$5.53 - $8.26 $14.6K - $21.8K
1.41K $8K
TIMB
Tim S.A.

Communication Services
-756
- 48.12%
$11.71 - $17.19 $8.85K - $13K
815 $9K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-437
- 7.39%
$34.25 - $37.94 $15K - $16.6K
5.48K $198K
WCN
Waste Connections, Inc.

Industrials
-22
- 1.1%
$171.06 - $193.25 $3.76K - $4.25K
1.99K $340K
FNF
Fidelity National Financial, Inc.

Financial Services
-173
- 11.6%
$55.19 - $63.83 $9.55K - $11K
1.32K $74K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-174
- 47.67%
$84.3 - $106.41 $14.7K - $18.5K
191 $16K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-630
- 3.62%
$62.07 - $66.61 $39.1K - $42K
16.8K $1.07M
IXC
Ishares Tr Global Energy ETF

ETFs
-347
- 16.22%
$36.95 - $43.06 $12.8K - $14.9K
1.79K $68K
PHI
Pldt Inc.

Communication Services
-394
- 22.66%
$21.06 - $27.58 $8.3K - $10.9K
1.35K $29K
SHOP
Shopify Inc.

Technology
-906
- 29.44%
$78.14 - $119.49 $70.8K - $108K
2.17K $230K
CMA
Comerica Inc

Financial Services
-288
- 23.86%
$57.88 - $72.73 $16.7K - $20.9K
919 $56K
SPTN
Spartan Nash CO

Consumer Defensive
-198
- 6.53%
$18.02 - $22.59 $3.57K - $4.47K
2.84K $51K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-26
- 0.33%
$26.01 - $28.19 $676 - $733
7.85K $205K
PLUS
Eplus Inc

Technology
-124
- 45.93%
$73.17 - $101.67 $9.07K - $12.6K
146 $10K
VTHR
Vanguard Russell 3000 ETF

ETFs
-63
- 98.44%
$251.33 - $271.45 $15.8K - $17.1K
1 $0
BVN
Buenaventura Mining CO Inc

Basic Materials
-1.03K
- 54.93%
$11.52 - $14.07 $11.8K - $14.4K
841 $9K
WPP
Wpp PLC

Communication Services
-315
- 26.79%
$49.35 - $56.55 $15.5K - $17.8K
861 $44K
WD
Walker & Dunlop, Inc.

Financial Services
-136
- 64.76%
$95.69 - $116.27 $13K - $15.8K
74 $7K
XP
Xp Inc.

Financial Services
-484
- 28.09%
$11.78 - $18.17 $5.7K - $8.79K
1.24K $14K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-262
- 3.93%
$124.61 - $133.96 $32.6K - $35.1K
6.4K $824K
SRE
Sempra Energy

Utilities
-347
- 9.29%
$80.81 - $94.77 $28K - $32.9K
3.39K $297K
HL
Hecla Mining CO

Basic Materials
-1.9K
- 58.0%
$4.86 - $7.53 $9.21K - $14.3K
1.37K $6K
FIS
Fidelity National Information Services, Inc.

Technology
-70
- 2.2%
$80.14 - $90.95 $5.61K - $6.37K
3.11K $250K
CTVA
Corteva, Inc.

Basic Materials
-208
- 10.96%
$55.21 - $64.13 $11.5K - $13.3K
1.69K $96K
EURN
Euronav Nv

Energy
-1K
- 33.33%
N/A
2K $31K
GIB
Cgi Inc

Technology
-88
- 8.91%
$107.0 - $116.25 $9.42K - $10.2K
900 $98K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-325
- 20.71%
$27.09 - $32.06 $8.8K - $10.4K
1.24K $34K
PBA
Pembina Pipeline Corp

Energy
-212
- 13.1%
$35.89 - $43.35 $7.61K - $9.19K
1.41K $51K
SSL
Sasol LTD

Basic Materials
-1.21K
- 29.11%
$4.46 - $7.28 $5.4K - $8.81K
2.95K $13K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
-388
- 92.82%
$38.14 - $45.74 $14.8K - $17.7K
30 $1K
SWBI
Smith & Wesson Brands, Inc.

Industrials
-1.01K
- 92.3%
$9.79 - $14.1 $9.86K - $14.2K
84 $0
PWB
Invesco Exchange Traded Fd Tr

ETFs
-230
- 7.14%
$98.04 - $108.11 $22.5K - $24.9K
2.99K $304K
TD
Toronto Dominion Bank

Financial Services
-72
- 6.85%
$51.56 - $63.8 $3.71K - $4.59K
979 $52K
K
Kellogg CO

Consumer Defensive
-168
- 11.88%
$80.34 - $81.29 $13.5K - $13.7K
1.25K $100K
PUK
Prudential PLC

Financial Services
-689
- 57.75%
$15.52 - $18.99 $10.7K - $13.1K
504 $8K
Activity Summary
Buys All Purchases 2659 New Holdings 839 Increased Positions 1820 Sells All Sells 727 Reductions 727 Sold out 0 Options Calls 0 Puts 0
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