Evernest Financial Advisors, LLC Purchases in Q4 2024

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
30.2K
+ 81.15%
$117.0 - $148.88 $3.54M - $4.5M
67.5K $9.06M
FSMO
Fidelity Covington Tr

ETFs
94.6K
+ 36.31%
N/A
355K $9.33M
GLDM
World Gold Trust

ETFs
45.7K
+ 15.35%
$50.76 - $55.23 $2.32M - $2.52M
343K $17.8M
AVGO
Broadcom Inc.

Technology
3K
+ 54.24%
$159.67 - $250.0 $479K - $750K
8.53K $1.98M
GOOGL
Alphabet Inc.

Communication Services
3.71K
+ 30.83%
$161.86 - $196.66 $601K - $730K
15.7K $2.98M
AMZN
Amazon Com Inc

Consumer Cyclical
2.73K
+ 59.31%
$180.88 - $232.93 $494K - $636K
7.33K $1.61M
ABBV
Abb Vie Inc.

Healthcare
4K
+ 296.08%
$164.99 - $203.87 $660K - $816K
5.36K $951K
SHEL
Shell PLC

Energy
10.2K
New
$60.63 - $70.23 $620K - $719K
10.2K $641K
VLO
Valero Energy Corp

Energy
5.13K
New
$118.59 - $144.02 $608K - $738K
5.13K $628K
EPD
Enterprise Products Partners L.P.

Energy
20K
New
$28.66 - $34.43 $573K - $689K
20K $627K
WMT
Walmart Inc.

Consumer Defensive
842
+ 1.72%
$79.1 - $95.7 $66.6K - $80.6K
49.9K $4.51M
MO
Altria Group, Inc.

Consumer Defensive
10K
+ 195.75%
$49.06 - $57.74 $491K - $578K
15.1K $790K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
834
+ 0.9%
$105.85 - $112.84 $88.3K - $94.1K
93.4K $10.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.89K
+ 3.18%
$61.68 - $67.87 $486K - $535K
256K $16M
MCK
Mckesson Corp

Healthcare
859
New
$482.27 - $628.5 $414K - $540K
859 $489K
HDV
Ishares Core High Dividend ETF

ETFs
3.13K
New
$110.82 - $121.28 $347K - $379K
3.13K $351K
TALK
Talkspace, Inc.

Healthcare
109K
New
$2.11 - $3.61 $230K - $393K
109K $336K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.81K
+ 3.94%
$113.92 - $127.38 $434K - $485K
100K $11.6M
GOOG
Alphabet Inc.

Communication Services
106
+ 1.07%
$163.08 - $198.16 $17.3K - $21K
10K $1.91M
PSIX
Power Solutions International, Inc.

Industrials
7.5K
New
$17.3 - $33.35 $130K - $250K
7.5K $241K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
New
$172.07 - $207.36 $192K - $232K
1.12K $220K
BX
Blackstone Inc.

Financial Services
1.26K
New
$148.45 - $199.05 $187K - $251K
1.26K $217K
NOW
Service Now, Inc.

Technology
204
New
$867.18 - $1148.42 $177K - $234K
204 $216K
VTI
Vanguard Total Stock Market Et

ETFs
696
New
$280.04 - $302.45 $195K - $211K
696 $201K
V
Visa Inc.

Financial Services
160
+ 4.63%
$273.87 - $320.91 $43.8K - $51.3K
3.61K $1.14M
LNSR
Lensar, Inc.

Healthcare
19.5K
New
$4.2 - $8.82 $81.9K - $172K
19.5K $171K
WFC
Wells Fargo & Company

Financial Services
1.4K
+ 35.42%
$54.98 - $77.35 $76.8K - $108K
5.34K $375K
NKE
Nike, Inc.

Consumer Cyclical
2.62K
+ 65.38%
$73.36 - $89.13 $192K - $233K
6.62K $501K
TRV
Travelers Companies, Inc.

Financial Services
535
+ 20.37%
$225.97 - $266.66 $121K - $143K
3.16K $761K
BAC
Bank Of America Corp

Financial Services
983
+ 5.68%
$39.22 - $47.77 $38.6K - $47K
18.3K $803K
QQQ
Invesco Qqq Trust, Series 1

ETFs
98
+ 3.43%
$481.22 - $538.17 $47.2K - $52.7K
2.95K $1.51M
DIS
Walt Disney CO

Communication Services
481
+ 11.73%
$92.39 - $117.6 $44.4K - $56.6K
4.58K $510K
CSCO
Cisco Systems, Inc.

Technology
270
+ 2.19%
$52.45 - $60.02 $14.2K - $16.2K
12.6K $745K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.59K
+ 1.67%
$50.23 - $50.46 $79.7K - $80K
96.7K $4.87M
TJX
Tjx Companies Inc

Consumer Cyclical
403
+ 3.48%
$112.15 - $127.2 $45.2K - $51.3K
12K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.55K
+ 8.7%
$96.64 - $101.23 $149K - $157K
19.3K $1.87M
SUB
Ishares Short Term National Mu

ETFs
711
+ 7.5%
$104.94 - $106.2 $74.6K - $75.5K
10.2K $1.07M
UGRO
Urban Gro, Inc.

Industrials
60K
New
$0.93 - $1.86 $55.8K - $112K
60K $60K
META
Meta Platforms, Inc.

Communication Services
47
+ 3.05%
$554.08 - $632.68 $26K - $29.7K
1.59K $937K
IBM
International Business Machines Corp

Technology
242
+ 15.86%
$204.9 - $238.04 $49.6K - $57.6K
1.77K $388K
ACN
Accenture PLC

Technology
161
+ 3.79%
$343.9 - $376.86 $55.4K - $60.7K
4.41K $1.55M
GNSS
Genasys Inc.

Technology
19K
New
$2.43 - $4.0 $46.2K - $76K
19K $49K
CVX
Chevron Corp

Energy
379
+ 11.49%
$141.15 - $162.53 $53.5K - $61.6K
3.68K $532K
ADP
Automatic Data Processing Inc

Industrials
23
+ 0.92%
$280.08 - $307.97 $6.44K - $7.08K
2.51K $735K
SYK
Stryker Corp

Healthcare
139
+ 4.44%
$345.14 - $392.15 $48K - $54.5K
3.27K $1.18M
XLU
Utilities Sector Spdr

ETFs
1.49K
+ 10.57%
$74.89 - $82.93 $112K - $124K
15.6K $1.18M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.93K
+ 3.72%
$80.93 - $85.66 $156K - $165K
53.7K $4.34M
MEAR
Blackrock Short Maturity Munic

ETFs
777
+ 5.35%
$49.94 - $50.28 $38.8K - $39.1K
15.3K $764K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.09%
$378.79 - $428.11 $379 - $428
1.16K $475K
Activity Summary
Buys All Purchases 94 New Holdings 22 Increased Positions 72 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email