Evernest Financial Advisors, LLC Reduced Holdings in Q3 2024

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-21.6K
- 36.67%
$98.91 - $134.91 $2.13M - $2.91M
37.3K $4.52M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-12.8K
- 59.23%
$60.84 - $67.51 $781K - $867K
8.84K $596K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-699
- 0.75%
$91.43 - $117.51 $63.9K - $82.1K
92.6K $9.81M
XLE
Energy Sector Spdr

ETFs
-3.21K
- 17.45%
$84.35 - $93.39 $271K - $300K
15.2K $1.33M
ADI
Analog Devices Inc

Technology
-1.26K
- 26.9%
$200.56 - $243.33 $253K - $306K
3.42K $787K
GOOG
Alphabet Inc.

Communication Services
-118
- 1.18%
$149.54 - $192.66 $17.6K - $22.7K
9.9K $1.65M
LLY
Eli Lilly & CO

Healthcare
-94
- 1.99%
$772.14 - $960.02 $72.6K - $90.2K
4.63K $4.1M
CVX
Chevron Corp

Energy
-808
- 19.67%
$137.88 - $161.97 $111K - $131K
3.3K $485K
MCHP
Microchip Technology Inc

Technology
-453
- 4.64%
$72.0 - $95.98 $32.6K - $43.5K
9.32K $747K
HON
Honeywell International Inc

Industrials
-342
- 8.48%
$196.73 - $220.21 $67.3K - $75.3K
3.69K $762K
TDVG
T Rowe Price Exchange Traded F

Technology
-2.73K
- 21.58%
$37.87 - $40.96 $103K - $112K
9.93K $406K
AMZN
Amazon Com Inc

Consumer Cyclical
-217
- 4.5%
$161.02 - $200.0 $34.9K - $43.4K
4.6K $857K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-733
- 24.43%
$113.41 - $125.62 $83.1K - $92.1K
2.27K $284K
ADBE
Adobe Inc.

Technology
-33
- 3.7%
$508.13 - $586.55 $16.8K - $19.4K
858 $444K
CSCO
Cisco Systems, Inc.

Technology
-2.5K
- 16.87%
$44.74 - $53.22 $112K - $133K
12.3K $655K
GIS
General Mills Inc

Consumer Defensive
-898
- 24.79%
$62.5 - $75.15 $56.1K - $67.5K
2.73K $201K
RSG
Republic Services, Inc.

Industrials
-256
- 6.98%
$189.34 - $208.21 $48.5K - $53.3K
3.41K $685K
VUG
Vanguard Growth ETF

ETFs
-99
- 7.88%
$341.08 - $391.94 $33.8K - $38.8K
1.16K $444K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-300
- 17.65%
$132.06 - $150.96 $39.6K - $45.3K
1.4K $206K
TXN
Texas Instruments Inc

Technology
-107
- 1.67%
$194.6 - $194.6 $20.8K - $20.8K
6.31K $1.23M
WFC
Wells Fargo & Company

Financial Services
-43
- 1.08%
$51.58 - $60.97 $2.22K - $2.62K
3.94K $222K
SBUX
Starbucks Corp

Consumer Cyclical
-1.37K
- 21.86%
$72.51 - $98.6 $99.3K - $135K
4.89K $477K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-65
- 11.48%
$531.86 - $624.21 $34.6K - $40.6K
501 $309K
CL
Colgate Palmolive CO

Consumer Defensive
-225
- 7.54%
$95.54 - $108.77 $21.5K - $24.5K
2.76K $286K
BAC
Bank Of America Corp

Financial Services
-10
- 0.06%
$36.65 - $44.13 $367 - $441
17.3K $686K
RGI
Invesco S&P 500 Equal Weight I

ETFs
-5.23K
- 9.11%
N/A
52.2K $0
BDX
Becton Dickinson & CO

Healthcare
-34
- 2.85%
$221.47 - $242.41 $7.53K - $8.24K
1.16K $278K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-1.58K
- 6.92%
N/A
21.2K $0
VTV
Vanguard Value ETF

ETFs
-654
- 7.85%
$159.75 - $174.57 $104K - $114K
7.67K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
-283
- 4.24%
$160.76 - $177.82 $45.5K - $50.3K
6.4K $1.11M
GD
General Dynamics Corp

Industrials
-4
- 0.58%
$279.51 - $308.09 $1.12K - $1.23K
687 $207K
VZ
Verizon Communications Inc

Communication Services
-467
- 6.06%
$38.89 - $45.0 $18.2K - $21K
7.25K $325K
CRM
Salesforce, Inc.

Technology
-32
- 2.74%
$238.42 - $276.53 $7.63K - $8.85K
1.14K $310K
VEA
Vanguard Ftse Developed Market

ETFs
-177
- 2.85%
$47.6 - $53.31 $8.43K - $9.44K
6.02K $318K
COST
Costco Wholesale Corp

Consumer Defensive
-38
- 3.03%
$801.83 - $917.05 $30.5K - $34.8K
1.22K $1.08M
MAR
Marriott International Inc

Consumer Cyclical
-74
- 1.6%
$211.35 - $255.11 $15.6K - $18.9K
4.56K $1.13M
CMCSA
Comcast Corp

Communication Services
-106
- 1.56%
$37.33 - $41.78 $3.96K - $4.43K
6.69K $279K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-96
- 1.88%
$54.2 - $65.22 $5.2K - $6.26K
5K $318K
NKE
Nike, Inc.

Consumer Cyclical
-418
- 9.45%
$71.09 - $89.44 $29.7K - $37.4K
4K $353K
ABT
Abbott Laboratories

Healthcare
-362
- 5.74%
$100.07 - $118.13 $36.2K - $42.8K
5.95K $677K
XLB
Select Sector Spdr Fd Material

ETFs
-251
- 4.21%
$86.95 - $97.09 $21.8K - $24.4K
5.72K $551K
XLI
Industrial Sector Spdr

ETFs
-296
- 5.95%
$120.56 - $135.44 $35.7K - $40.1K
4.68K $633K
MS
Morgan Stanley

Financial Services
-80
- 1.59%
$92.07 - $106.96 $7.37K - $8.56K
4.97K $517K
V
Visa Inc.

Financial Services
-3
- 0.09%
$253.74 - $291.56 $761 - $875
3.45K $949K
SPY
Spdr S&P 500 ETF Trust

ETFs
-367
- 4.21%
$517.38 - $573.86 $190K - $211K
8.35K $4.79M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2
- 0.09%
$136.93 - $162.81 $274 - $326
2.17K $348K
TJX
Tjx Companies Inc

Consumer Cyclical
-306
- 2.57%
$107.93 - $120.23 $33K - $36.8K
11.6K $1.36M
SYK
Stryker Corp

Healthcare
-42
- 1.32%
$315.94 - $371.96 $13.3K - $15.6K
3.13K $1.13M
ITW
Illinois Tool Works Inc

Industrials
-33
- 1.31%
$233.14 - $263.97 $7.69K - $8.71K
2.48K $650K
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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