Evernest Financial Advisors, LLC New Holdings in Q3 2024

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
32.6K
New
$354.52 - $391.16 $11.6M - $12.8M
32.6K $12.2M
FSMO
Fidelity Covington Tr

ETFs
260K
New
$24.77 - $27.18 $6.45M - $7.08M
260K $6.85M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
67.8K
New
$50.61 - $50.96 $3.43M - $3.45M
67.8K $3.45M
BALL
Ball Corp

Consumer Cyclical
37.1K
New
$58.86 - $67.91 $2.18M - $2.52M
37.1K $2.52M
EWJ
Ishares Msci Japan ETF

ETFs
22.4K
New
$63.12 - $72.99 $1.41M - $1.63M
22.4K $1.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.5K
New
$149.02 - $167.67 $1.12M - $1.26M
7.5K $1.26M
KINS
Kingstone Companies, Inc.

Financial Services
129K
New
$4.78 - $11.92 $619K - $1.54M
129K $1.17M
ODFL
Old Dominion Freight Line, Inc.

Industrials
5.06K
New
$178.41 - $210.18 $903K - $1.06M
5.06K $1M
MPTI
M Tron Industries, Inc.

Technology
20.8K
New
$29.68 - $41.69 $616K - $865K
20.8K $865K
HELE
Helen Of Troy LTD

Consumer Defensive
12.5K
New
$48.49 - $91.62 $608K - $1.15M
12.5K $775K
DOW
Dow Inc.

Basic Materials
12K
New
$50.15 - $55.41 $601K - $664K
12K $655K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.07K
New
$523.84 - $572.02 $561K - $613K
1.07K $610K
CTVA
Corteva, Inc.

Basic Materials
10.2K
New
$50.72 - $58.78 $520K - $602K
10.2K $602K
PPSI
Pioneer Power Solutions, Inc.

Industrials
82K
New
$4.11 - $4.95 $337K - $406K
82K $384K
PANW
Palo Alto Networks Inc

Technology
1.02K
New
$294.18 - $368.01 $300K - $375K
1.02K $348K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.19K
New
$97.05 - $106.1 $310K - $339K
3.19K $337K
CEG
Constellation Energy Corp

Utilities
1.27K
New
$167.08 - $262.86 $211K - $333K
1.27K $328K
ABBV
Abb Vie Inc.

Healthcare
1.35K
New
$163.84 - $199.33 $222K - $269K
1.35K $266K
QRHC
Quest Resource Holding Corp

Industrials
32.6K
New
$7.57 - $9.22 $247K - $301K
32.6K $260K
MO
Altria Group, Inc.

Consumer Defensive
5.11K
New
$45.95 - $54.71 $235K - $280K
5.11K $260K
TMDX
Trans Medics Group, Inc.

Healthcare
1.65K
New
$135.68 - $176.11 $224K - $291K
1.65K $259K
PGR
Progressive Corp

Financial Services
932
New
$209.46 - $259.24 $195K - $242K
932 $236K
PH
Parker Hannifin Corp

Industrials
370
New
$501.01 - $635.92 $185K - $235K
370 $233K
VBR
Vanguard Small Cap Value ETF

ETFs
1.16K
New
$179.99 - $201.6 $208K - $233K
1.16K $231K
XLC
Select Sector Spdr Tr Communic

ETFs
2.5K
New
$82.16 - $90.4 $205K - $226K
2.5K $226K
ZS
Zscaler, Inc.

Technology
1.3K
New
$155.9 - $204.47 $203K - $266K
1.3K $222K
IWF
Ishares Russell 1000 Gr ETF

ETFs
545
New
$332.02 - $382.76 $181K - $209K
545 $204K
XLY
Select Sector Spdr Consumer Di

ETFs
1K
New
$170.05 - $200.86 $170K - $201K
1K $200K
FEIM
Frequency Electronics Inc

Technology
10.2K
New
$8.9 - $14.22 $91.2K - $146K
10.2K $123K
VTSI
Vir Tra, Inc

Industrials
17.2K
New
$5.93 - $9.26 $102K - $159K
17.2K $106K
LFMD
Life Md, Inc.

Healthcare
17K
New
$4.74 - $7.13 $80.6K - $121K
17K $89K
MYO
Myomo, Inc.

Healthcare
17.5K
New
$2.81 - $5.63 $49.2K - $98.5K
17.5K $70K
XTNT
Xtant Medical Holdings, Inc.

Healthcare
40K
New
$0.55 - $0.8 $22K - $32K
40K $27K
Capital Group Conservative E
91.6K
New
N/A
91.6K $0
Abacus Life Inc
35K
New
N/A
35K $0
Massimo Group
11.1K
New
N/A
11.1K $0
Abacus Life Inc
67.3K
New
N/A
67.3K $0
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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