Evernest Financial Advisors, LLC Purchases 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
CASY
Caseys General Stores Inc

Consumer Cyclical
32.6K
New
$354.52 - $391.16 $11.6M - $12.8M
32.6K $12.2M
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
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
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
BALL
Ball Corp

Consumer Cyclical
37.1K
New
$58.86 - $67.91 $2.18M - $2.52M
37.1K $2.52M
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
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
452
+ 0.68%
$162.83 - $179.16 $73.6K - $81K
67.2K $12M
ODFL
Old Dominion Freight Line, Inc.

Industrials
5.06K
New
$178.41 - $210.18 $903K - $1.06M
5.06K $1M
VO
Vanguard Mid Cap ETF

ETFs
3.4K
+ 88.58%
$237.84 - $263.83 $810K - $898K
7.25K $1.91M
IEFA
Ishares Tr

ETFs
78
+ 0.04%
$70.09 - $78.74 $5.47K - $6.14K
180K $14M
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
DD
Du Pont De Nemours, Inc.

Basic Materials
8.68K
New
$77.22 - $89.49 $670K - $777K
8.68K $773K
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
DOW
Dow Inc.

Basic Materials
12K
New
$50.15 - $55.41 $601K - $664K
12K $655K
XOM
Exxon Mobil Corp

Energy
5.14K
+ 59.58%
$109.72 - $119.0 $564K - $612K
13.8K $1.61M
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
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
PPSI
Pioneer Power Solutions, Inc.

Industrials
82K
New
$4.11 - $4.95 $337K - $406K
82K $384K
DOL
Wisdomtree Tr Intl Largecap Di

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

ETFs
6.6K
+ 7.45%
$50.2 - $50.48 $331K - $333K
95.2K $4.78M
ABBV
Abb Vie Inc.

Healthcare
1.35K
New
$163.84 - $199.33 $222K - $269K
1.35K $266K
MO
Altria Group, Inc.

Consumer Defensive
5.11K
New
$45.95 - $54.71 $235K - $280K
5.11K $260K
QRHC
Quest Resource Holding Corp

Industrials
32.6K
New
$7.57 - $9.22 $247K - $301K
32.6K $260K
TMDX
Trans Medics Group, Inc.

Healthcare
1.65K
New
$135.68 - $176.11 $224K - $291K
1.65K $259K
PEP
Pepsico Inc

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