Evernest Financial Advisors, LLC Incresed Positions in Q3 2024

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70.8K
+ 1684.29%
$405.19 - $478.57 $28.7M - $33.9M
75K $34.5M
AAPL
Apple Inc.

Technology
113K
+ 298.92%
$207.23 - $234.82 $23.5M - $26.6M
151K $35.2M
MSFT
Microsoft Corp

Technology
42.8K
+ 389.17%
$395.15 - $467.56 $16.9M - $20M
53.8K $23.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.5K
+ 174.42%
$475.2 - $527.7 $8.8M - $9.77M
29.1K $15.4M
GLDM
World Gold Trust

ETFs
24.2K
+ 8.83%
$46.2 - $53.01 $1.12M - $1.28M
298K $15.5M
WMT
Walmart Inc.

Consumer Defensive
31.9K
+ 186.52%
$66.91 - $81.4 $2.14M - $2.6M
49K $3.96M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.62K
+ 5.03%
$105.53 - $118.34 $488K - $547K
96.5K $11.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
14.1K
+ 76.55%
$81.17 - $90.77 $1.14M - $1.28M
32.5K $2.91M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.41K
+ 2.23%
$57.32 - $62.65 $310K - $339K
248K $15.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
452
+ 0.68%
$162.83 - $179.16 $73.6K - $81K
67.2K $12M
IEFA
Ishares Tr

ETFs
78
+ 0.04%
$70.09 - $78.74 $5.47K - $6.14K
180K $14M
XLU
Utilities Sector Spdr

ETFs
8.13K
+ 135.19%
$67.67 - $80.78 $550K - $656K
14.1K $1.14M
IWM
Ishares Russell 2000 ETF

ETFs
2.78K
+ 69.76%
$200.87 - $224.6 $559K - $625K
6.78K $1.5M
AVGO
Broadcom Inc.

Technology
5.35K
+ 3024.86%
$136.27 - $1745.86 $730K - $9.35M
5.53K $954K
XOM
Exxon Mobil Corp

Energy
5.14K
+ 59.58%
$109.72 - $119.0 $564K - $612K
13.8K $1.61M
HD
Home Depot, Inc.

Consumer Cyclical
967
+ 28.69%
$333.64 - $405.2 $323K - $392K
4.34K $1.76M
MCD
Mcdonalds Corp

Consumer Cyclical
958
+ 15.67%
$245.82 - $304.51 $235K - $292K
7.07K $2.15M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
138K
+ 276.0%
N/A
188K $720K
DFAX
Dimensional ETF Tr
7.22K
+ 4.26%
$24.29 - $27.25 $175K - $197K
177K $4.78M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.43K
+ 23.94%
$96.25 - $101.98 $330K - $350K
17.8K $1.8M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
1.66K
+ 1.87%
$49.13 - $54.55 $81.3K - $90.3K
90K $4.86M
USFR
Wisdomtree Floating Rate Treas

ETFs
6.6K
+ 7.45%
$50.2 - $50.48 $331K - $333K
95.2K $4.78M
PEP
Pepsico Inc

Consumer Defensive
1.3K
+ 35.71%
$161.9 - $179.3 $210K - $233K
4.94K $839K
MA
Mastercard Inc

Financial Services
51
+ 1.44%
$429.6 - $500.99 $21.9K - $25.6K
3.59K $1.77M
META
Meta Platforms, Inc.

Communication Services
184
+ 13.54%
$453.41 - $572.44 $83.4K - $105K
1.54K $883K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.05K
+ 38.12%
$46.9 - $51.96 $143K - $158K
11K $568K
VB
Vanguard Small Cap ETF

ETFs
486
+ 19.27%
$214.77 - $237.72 $104K - $116K
3.01K $713K
KO
Coca Cola CO

Consumer Defensive
659
+ 4.78%
$62.69 - $73.01 $41.3K - $48.1K
14.4K $1.04M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
20.2K
+ 143.19%
$7.06 - $7.82 $142K - $158K
34.3K $263K
DHR
Danaher Corp

Healthcare
56
+ 1.17%
$239.25 - $280.76 $13.4K - $15.7K
4.85K $1.35M
AON
Aon PLC

Financial Services
150
+ 9.65%
$293.16 - $351.06 $44K - $52.7K
1.71K $589K
BLK
Black Rock Inc.

Financial Services
3
+ 0.52%
$782.27 - $949.51 $2.35K - $2.85K
577 $547K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
158
+ 7.62%
$210.25 - $231.86 $33.2K - $36.6K
2.23K $497K
AMT
American Tower Corp

Real Estate
1
+ 0.06%
$192.27 - $242.73 $192 - $243
1.59K $369K
SUB
Ishares Short Term National Mu

ETFs
411
+ 4.53%
$104.3 - $106.3 $42.9K - $43.7K
9.48K $1.01M
AMGN
Amgen Inc

Healthcare
99
+ 3.86%
$309.38 - $337.38 $30.6K - $33.4K
2.66K $858K
JPM
Jpmorgan Chase & CO

Financial Services
32
+ 0.59%
$194.9 - $224.8 $6.24K - $7.19K
5.46K $1.15M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
692
+ 3.97%
$49.93 - $51.15 $34.6K - $35.4K
18.1K $926K
XLK
Technology Sector Spdr

ETFs
197
+ 12.34%
$197.34 - $237.68 $38.9K - $46.8K
1.79K $404K
GAB
Gabelli Equity Trust Inc

Financial Services
2.66K
+ 2.75%
$5.15 - $5.6 $13.7K - $14.9K
99.4K $545K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41
+ 0.71%
$75.47 - $83.18 $3.09K - $3.41K
5.83K $484K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30
+ 0.34%
$61.11 - $67.85 $1.83K - $2.04K
8.77K $595K
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 0.56%
$434.77 - $502.96 $6.96K - $8.05K
2.86K $1.39M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14
+ 0.21%
$41.9 - $48.26 $587 - $676
6.54K $312K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
15
+ 0.44%
$64.57 - $71.76 $969 - $1.08K
3.42K $245K
MEAR
Blackrock Short Maturity Munic

ETFs
282
+ 1.98%
$49.99 - $50.34 $14.1K - $14.2K
14.5K $730K
GLO
Clough Global Opportunities Fund

Financial Services
470
+ 2.72%
$4.94 - $5.58 $2.32K - $2.62K
17.8K $96K
VIG
Vanguard Dividend Appreciation

ETFs
18
+ 0.32%
$182.15 - $182.15 $3.28K - $3.28K
5.64K $1.03M
MRK
Merck & Co., Inc.

Healthcare
272
+ 2.37%
$111.15 - $128.97 $30.2K - $35.1K
11.7K $1.33M
Activity Summary
Buys All Purchases 90 New Holdings 38 Increased Positions 52 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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