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
GD
General Dynamics Corp

Industrials
210
+ 30.57%
$260.28 - $314.03 $54.7K - $65.9K
897 $236K
AON
Aon PLC

Financial Services
7
+ 0.41%
$344.14 - $393.31 $2.41K - $2.75K
1.71K $614K
PANW
Palo Alto Networks Inc

Technology
1.02K
+ 100.0%
$181.96 - $405.9 $185K - $414K
2.04K $370K
PGR
Progressive Corp

Financial Services
137
+ 14.7%
$239.6 - $268.88 $32.8K - $36.8K
1.07K $256K
PH
Parker Hannifin Corp

Industrials
27
+ 7.3%
$621.74 - $709.46 $16.8K - $19.2K
397 $252K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
635
+ 3.5%
$49.79 - $51.14 $31.6K - $32.5K
18.8K $940K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
2.91K
+ 1.55%
N/A
191K $731K
CEG
Constellation Energy Corp

Utilities
243
+ 19.21%
$224.28 - $285.52 $54.5K - $69.4K
1.51K $339K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
743
+ 14.87%
$56.27 - $69.89 $41.8K - $51.9K
5.74K $325K
VIG
Vanguard Dividend Appreciation

ETFs
32
+ 0.57%
N/A
5.68K $1.03M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.7K
+ 201.23%
$27.54 - $83.04 $323K - $975K
17.6K $486K
Abacus Life Inc
43K
+ 63.82%
N/A
110K $0
Tss Inc Del
135K
New
N/A
135K $0
Blackrock Inc
517
New
N/A
517 $0
Capital Group Conservative E
7.71K
+ 8.42%
N/A
99.3K $0
Jakks Pac Inc
51.1K
New
N/A
51.1K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
2.24K
+ 4.29%
N/A
54.4K $0
Capital Group International
187K
New
N/A
187K $0
Optex Sys Hldgs Inc
26.3K
New
N/A
26.3K $0
Ecd Automotive Design Inc
62.6K
New
N/A
62.6K $0
Exodus Movement Inc
7.4K
New
N/A
7.4K $0
Fidelity Covington Trust
142K
New
N/A
142K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.9K
+ 192.71%
$22.4 - $68.28 $379K - $1.15M
25.7K $595K
GLO
Clough Global Opportunities Fund

Financial Services
492
+ 2.77%
$5.1 - $5.5 $2.51K - $2.71K
18.3K $93K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
15
+ 0.44%
$69.58 - $74.87 $1.04K - $1.12K
3.44K $240K
VEA
Vanguard Ftse Developed Market

ETFs
422
+ 7.01%
$47.57 - $52.44 $20.1K - $22.1K
6.45K $308K
RTX
Raytheon Technologies Corp

Industrials
177
+ 2.77%
$114.45 - $127.21 $20.3K - $22.5K
6.56K $759K
PG
Procter & Gamble CO

Consumer Defensive
93
+ 1.45%
$161.05 - $179.7 $15K - $16.7K
6.49K $1.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
120
+ 1.84%
$44.04 - $49.49 $5.28K - $5.94K
6.66K $293K
NOC
Northrop Grumman Corp

Industrials
40
+ 5.76%
$466.52 - $543.88 $18.7K - $21.8K
734 $344K
CMCSA
Comcast Corp

Communication Services
117
+ 1.75%
$37.39 - $45.14 $4.37K - $5.28K
6.81K $255K
VZ
Verizon Communications Inc

Communication Services
190
+ 2.62%
$39.6 - $45.21 $7.52K - $8.59K
7.44K $297K
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
+ 3.99%
$501.29 - $612.85 $10K - $12.3K
521 $271K
XLB
Select Sector Spdr Fd Material

ETFs
256
+ 4.48%
$83.8 - $97.58 $21.5K - $25K
5.97K $502K
ADBE
Adobe Inc.

Technology
11
+ 1.28%
$437.39 - $552.96 $4.81K - $6.08K
869 $386K
EWJ
Ishares Msci Japan ETF

ETFs
528
+ 2.36%
$66.18 - $71.84 $34.9K - $37.9K
22.9K $1.54M
JNJ
Johnson & Johnson

Healthcare
280
+ 3.69%
$143.34 - $165.86 $40.1K - $46.4K
7.86K $1.14M
AMGN
Amgen Inc

Healthcare
62
+ 2.33%
$258.78 - $328.31 $16K - $20.4K
2.73K $710K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.04K
+ 45.62%
$25.33 - $51.16 $128K - $258K
16.1K $415K
MRK
Merck & Co., Inc.

Healthcare
96
+ 0.82%
$96.31 - $114.76 $9.25K - $11K
11.8K $1.18M
RSP
Invesco S&P 500 Equal Weight E

ETFs
454
+ 0.68%
$174.22 - $187.62 $79.1K - $85.2K
67.7K $11.9M
UNH
Unitedhealth Group Inc

Healthcare
128
+ 3.73%
$485.52 - $625.25 $62.1K - $80K
3.56K $1.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 0.04%
$442.29 - $483.08 $12.4K - $13.5K
75K $34M
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