Evernest Financial Advisors, LLC Portfolio Holdings

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024

Evernest Financial Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $363 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.5M, Berkshire Hathaway Inc Class B with a value of $34M, Microsoft Corp with a value of $22.6M, World Gold Trust with a value of $17.8M, and Ishares Core S&P 500 ETF with a value of $16M.

Examining the 13F form we can see an increase of $1.28M in the current position value, from $362M to 363M.

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 $363 Million
ETFs: $166 Million
Technology: $79.4 Million
Financial Services: $46.3 Million
Consumer Cyclical: $24.7 Million
Healthcare: $13.3 Million
Consumer Defensive: $10.1 Million
Industrials: $8.12 Million
Communication Services: $6.88 Million
Other: $4.47 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$37.5 Million 10.32% of portfolio
149,802
Q4 2024 Reduced 1.02%
$610B
$34 Million 9.35% of portfolio
74,986
Q4 2024 Added 0.04%
$3.09T
$22.6 Million 6.23% of portfolio
53,706
Q4 2024 Reduced 0.12%
$8.15B
$17.8 Million 4.91% of portfolio
343,392
Q4 2024 Added 15.35%
$0
$16 Million 4.4% of portfolio
27,150
Q4 2024 Reduced 1.76%
$0
$16 Million 4.39% of portfolio
256,194
Q4 2024 Added 3.18%
$0
$15.4 Million 4.23% of portfolio
28,560
Q4 2024 Reduced 2.0%
$15.7B
$12.9 Million 3.55% of portfolio
32,608
Q3 2024 New
$0
$11.9 Million 3.26% of portfolio
67,667
Q4 2024 Added 0.68%
$0
$11.6 Million 3.18% of portfolio
100,291
Q4 2024 Added 3.94%
$0
$10.3 Million 2.83% of portfolio
93,409
Q4 2024 Added 0.9%
$0
$9.33 Million 2.57% of portfolio
354,974
Q4 2024 Added 36.31%
$299B
$9.06 Million 2.49% of portfolio
67,500
Q4 2024 Added 81.15%
$0
$7.81 Million 2.15% of portfolio
111,057
Q4 2024 Reduced 38.21%
$0
$4.87 Million 1.34% of portfolio
96,747
Q4 2024 Added 1.67%
$0
$4.55 Million 1.25% of portfolio
7,763
Q4 2024 Reduced 7.01%
$0
$4.41 Million 1.21% of portfolio
89,120
Q4 2024 Reduced 0.96%
$0
$4.34 Million 1.19% of portfolio
53,661
Q4 2024 Added 3.72%
$0
$4 Million 1.1% of portfolio
78,923
Q4 2024 Added 16.45%
$0
$3.66 Million 1.01% of portfolio
147,094
Q4 2024 Reduced 16.86%
$771B
$3.41 Million 0.94% of portfolio
4,419
Q4 2024 Reduced 4.47%
$1.22T
$2.98 Million 0.82% of portfolio
15,747
Q4 2024 Added 30.83%
$212B
$2.03 Million 0.56% of portfolio
7,005
Q4 2024 Reduced 0.93%
$17.5B
$2.01 Million 0.55% of portfolio
36,725
Q4 2024 Reduced 0.95%
$89.6B
$1.98 Million 0.54% of portfolio
8,531
Q4 2024 Added 54.24%
$530B
$1.88 Million 0.52% of portfolio
3,569
Q4 2024 Reduced 0.56%
$1.25T
$1.91 Million 0.52% of portfolio
10,004
Q4 2024 Added 1.07%
$0
$1.87 Million 0.51% of portfolio
19,310
Q4 2024 Added 8.7%
$507B
$1.8 Million 0.5% of portfolio
3,559
Q4 2024 Added 3.73%
$422B
$1.68 Million 0.46% of portfolio
4,325
Q4 2024 Reduced 0.28%
$181M
$1.63 Million 0.45% of portfolio
110,025
Q4 2024 Reduced 14.97%
$0
$1.62 Million 0.45% of portfolio
18,181
Q4 2024 Reduced 44.1%
$2.42T
$1.61 Million 0.44% of portfolio
7,333
Q4 2024 Added 59.31%
$243B
$1.55 Million 0.43% of portfolio
4,410
Q4 2024 Added 3.79%
$0
$1.51 Million 0.42% of portfolio
2,954
Q4 2024 Added 3.43%
$0
$1.54 Million 0.42% of portfolio
22,899
Q4 2024 Added 2.36%
$196B
$1.46 Million 0.4% of portfolio
4,034
Q4 2024 Added 8.18%
$145B
$1.45 Million 0.4% of portfolio
11,996
Q4 2024 Added 3.48%
$0
$1.43 Million 0.39% of portfolio
6,464
Q4 2024 Reduced 4.59%
$0
$1.41 Million 0.39% of portfolio
15,912
Q4 2024 Reduced 0.22%
$784B
$1.3 Million 0.36% of portfolio
5,405
Q4 2024 Reduced 1.04%
$94.3B
$1.26 Million 0.35% of portfolio
4,533
Q4 2024 Reduced 0.59%
$0
$1.23 Million 0.34% of portfolio
14,397
Q4 2024 Reduced 5.08%
$219B
$1.21 Million 0.33% of portfolio
2,105
Q4 2024 Reduced 2.46%
$0
$1.18 Million 0.33% of portfolio
15,631
Q4 2024 Added 10.57%
$121B
$1.15 Million 0.32% of portfolio
2,371
Q4 2024 Reduced 13.05%
$148B
$1.18 Million 0.32% of portfolio
3,271
Q4 2024 Added 4.44%
$250B
$1.18 Million 0.32% of portfolio
11,825
Q4 2024 Added 0.82%
$0
$1.18 Million 0.32% of portfolio
6,945
Q4 2024 Reduced 9.5%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $363 Million
  • Prior Value $362 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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