Evernest Financial Advisors, LLC Portfolio Holdings

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

Evernest Financial Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $362 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.2M, Berkshire Hathaway Inc Class B with a value of $34.5M, Microsoft Corp with a value of $23.1M, Ishares Core S&P 500 ETF with a value of $15.9M, and World Gold Trust with a value of $15.5M.

Examining the 13F form we can see an increase of $144M in the current position value, from $219M to 362M.

Evernest Financial Advisors, LLC is based out at Carmel, IN

Below you can find more details about Evernest Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $362 Million
ETFs: $170 Million
Technology: $72.3 Million
Financial Services: $45.8 Million
Consumer Cyclical: $23.8 Million
Healthcare: $14.2 Million
Consumer Defensive: $10.6 Million
Industrials: $9.17 Million
Communication Services: $5.53 Million
Other: $5.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$35.2 Million 9.73% of portfolio
151,345
Q3 2024 Added 298.92%
$614B
$34.5 Million 9.53% of portfolio
74,958
Q3 2024 Added 1,684.29%
$3.08T
$23.1 Million 6.39% of portfolio
53,770
Q3 2024 Added 389.17%
$0
$15.9 Million 4.4% of portfolio
27,637
Q3 2024 Reduced 3.36%
$7.76B
$15.5 Million 4.28% of portfolio
297,689
Q3 2024 Added 8.83%
$0
$15.5 Million 4.27% of portfolio
248,309
Q3 2024 Added 2.23%
$0
$15.4 Million 4.25% of portfolio
29,143
Q3 2024 Added 174.42%
$0
$14 Million 3.87% of portfolio
179,743
Q3 2024 Added 0.04%
$15.5B
$12.2 Million 3.38% of portfolio
32,608
Q3 2024 New
$0
$12 Million 3.32% of portfolio
67,213
Q3 2024 Added 0.68%
$0
$11.3 Million 3.12% of portfolio
96,485
Q3 2024 Added 5.03%
$0
$9.81 Million 2.71% of portfolio
92,575
Q3 2024 Reduced 0.75%
$0
$6.85 Million 1.89% of portfolio
260,415
Q3 2024 New
$0
$4.86 Million 1.34% of portfolio
89,987
Q3 2024 Added 1.87%
$0
$4.78 Million 1.32% of portfolio
176,933
Q3 2024 Added 4.26%
$0
$4.79 Million 1.32% of portfolio
8,348
Q3 2024 Reduced 4.21%
$366B
$4.52 Million 1.25% of portfolio
37,262
Q3 2024 Reduced 36.67%
$0
$4.3 Million 1.19% of portfolio
51,734
Q3 2024 Reduced 0.18%
$713B
$4.1 Million 1.13% of portfolio
4,626
Q3 2024 Reduced 1.99%
$240B
$3.96 Million 1.09% of portfolio
49,020
Q3 2024 Added 186.52%
$0
$3.45 Million 0.95% of portfolio
67,774
Q3 2024 New
$0
$2.91 Million 0.8% of portfolio
32,524
Q3 2024 Added 76.55%
$19.1B
$2.52 Million 0.69% of portfolio
37,078
Q3 2024 New
$212B
$2.15 Million 0.59% of portfolio
7,071
Q3 2024 Added 15.67%
$1T
$2 Million 0.55% of portfolio
12,036
Q3 2024 Added 3.97%
$559B
$2.01 Million 0.55% of portfolio
3,431
Q3 2024 Reduced 2.39%
$0
$1.91 Million 0.53% of portfolio
7,247
Q3 2024 Added 88.58%
$0
$1.8 Million 0.5% of portfolio
17,764
Q3 2024 Added 23.94%
$491B
$1.77 Million 0.49% of portfolio
3,589
Q3 2024 Added 1.44%
$420B
$1.76 Million 0.49% of portfolio
4,337
Q3 2024 Added 28.69%
$1.03T
$1.65 Million 0.46% of portfolio
9,898
Q3 2024 Reduced 1.18%
$508B
$1.61 Million 0.45% of portfolio
13,764
Q3 2024 Added 59.58%
$0
$1.6 Million 0.44% of portfolio
22,371
Q3 2024 New
$142B
$1.59 Million 0.44% of portfolio
2,727
Q3 2024 Reduced 8.98%
$227B
$1.5 Million 0.41% of portfolio
4,249
Q3 2024 Reduced 2.99%
$0
$1.5 Million 0.41% of portfolio
6,775
Q3 2024 Added 69.76%
$206B
$1.46 Million 0.4% of portfolio
3,729
Q3 2024 Reduced 2.76%
$0
$1.41 Million 0.39% of portfolio
15,947
Q4 2023 Reduced 47.63%
$0
$1.39 Million 0.38% of portfolio
2,856
Q3 2024 Added 0.56%
$139B
$1.36 Million 0.38% of portfolio
11,593
Q3 2024 Reduced 2.57%
$171B
$1.35 Million 0.37% of portfolio
4,853
Q3 2024 Added 1.17%
$253B
$1.33 Million 0.37% of portfolio
11,729
Q3 2024 Added 2.37%
$0
$1.34 Million 0.37% of portfolio
7,674
Q3 2024 Reduced 7.85%
$0
$1.33 Million 0.37% of portfolio
15,168
Q3 2024 Reduced 17.45%
$0
$1.26 Million 0.35% of portfolio
7,496
Q3 2024 New
$177B
$1.23 Million 0.34% of portfolio
6,307
Q3 2024 Reduced 1.67%
$407B
$1.23 Million 0.34% of portfolio
7,581
Q3 2024 Reduced 3.2%
$148M
$1.17 Million 0.32% of portfolio
129,400
Q3 2024 New
$718B
$1.15 Million 0.32% of portfolio
5,462
Q3 2024 Added 0.59%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $362 Million
  • Prior Value $219 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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