Evernest Financial Advisors, LLC Sells 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
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