Evernest Financial Advisors, LLC Portfolio Holdings

Evernest Financial Advisors, LLC

  • $255 Million
  • Q1 2025

Evernest Financial Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $255 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $23M, Ishares Core S&P 500 ETF with a value of $15.5M, Ishares Core S&P Mid Cap ETF with a value of $15M, Invesco S&P 500 Equal Weight E with a value of $13.3M, and Fidelity Covington Tr with a value of $10.4M.

Examining the 13F form we can see an decrease of $108M in the current position value, from $363M to 255M.

Evernest Financial Advisors, LLC is based out at Carmel, IN

Below you can find more details about Evernest Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
ETFs: $157 Million
Technology: $28.6 Million
Healthcare: $15.8 Million
Financial Services: $15.1 Million
Consumer Cyclical: $10.2 Million
Consumer Defensive: $7.19 Million
Industrials: $6.92 Million
Communication Services: $5.95 Million
Other: $4.77 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$8.2 Million 3.22% of portfolio
36,907
Q1 2025 Reduced 75.36%
$416B
$7.14 Million 2.8% of portfolio
65,887
Q1 2025 Reduced 2.39%
$3.77T
$4.53 Million 1.78% of portfolio
12,074
Q1 2025 Reduced 77.52%
$738B
$3.95 Million 1.55% of portfolio
4,779
Q1 2025 Added 8.15%
$1.14T
$2.35 Million 0.92% of portfolio
15,216
Q1 2025 Reduced 3.37%
$622B
$2.3 Million 0.9% of portfolio
4,313
Q1 2025 Reduced 94.25%
$220B
$2.05 Million 0.81% of portfolio
6,577
Q1 2025 Reduced 6.11%
$533B
$1.95 Million 0.77% of portfolio
3,562
Q1 2025 Reduced 0.2%
$267B
$1.84 Million 0.72% of portfolio
3,505
Q1 2025 Reduced 1.52%
$165M
$1.66 Million 0.65% of portfolio
99,600
Q1 2025 Reduced 9.48%
$239B
$1.54 Million 0.6% of portfolio
2,811
Q1 2025 Added 33.54%
$1.17T
$1.54 Million 0.6% of portfolio
9,870
Q1 2025 Reduced 1.34%
$260B
$1.53 Million 0.6% of portfolio
17,373
Q1 2025 Reduced 65.16%
$439B
$1.5 Million 0.59% of portfolio
9,024
Q1 2025 Added 14.79%
$149B
$1.47 Million 0.57% of portfolio
3,938
Q1 2025 Added 20.39%
$146B
$1.44 Million 0.56% of portfolio
11,812
Q1 2025 Reduced 1.53%
$2.32T
$1.36 Million 0.53% of portfolio
7,154
Q1 2025 Reduced 2.44%
$111M
$1.35 Million 0.53% of portfolio
66,392
Q1 2025 New
$181B
$1.31 Million 0.51% of portfolio
4,200
Q1 2025 Reduced 4.76%
$1.58T
$1.31 Million 0.51% of portfolio
2,279
Q1 2025 Added 43.33%
$220B
$1.29 Million 0.51% of portfolio
3,921
Q1 2025 Reduced 2.8%
$380B
$1.25 Million 0.49% of portfolio
3,417
Q1 2025 Reduced 20.99%
$375B
$1.24 Million 0.49% of portfolio
7,296
Q1 2025 Added 12.38%
$331B
$1.17 Million 0.46% of portfolio
5,584
Q1 2025 Added 4.28%
$113B
$1.14 Million 0.45% of portfolio
6,837
Q1 2025 Reduced 19.86%
$177B
$1.14 Million 0.45% of portfolio
5,852
Q1 2025 Reduced 0.12%
$575B
$1.12 Million 0.44% of portfolio
3,182
Q1 2025 Reduced 11.9%
$417B
$1.09 Million 0.43% of portfolio
1,155
Q1 2025 Added 0.7%
$88.6B
$1.07 Million 0.42% of portfolio
4,507
Q1 2025 Reduced 0.57%
$108B
$1.08 Million 0.42% of portfolio
2,408
Q1 2025 Added 1.56%
$177B
$1.04 Million 0.41% of portfolio
6,796
Q1 2025 Added 30.69%
$138B
$1.02 Million 0.4% of portfolio
4,962
Q1 2025 Added 4.55%
$207B
$994,000 0.39% of portfolio
11,082
Q1 2025 Reduced 6.28%
$164B
$934,000 0.37% of portfolio
3,000
Q1 2025 Added 10.09%
$280B
$952,000 0.37% of portfolio
15,439
Q1 2025 Added 22.57%
$107B
$907,000 0.36% of portfolio
15,113
Q4 2024 Added 195.75%
$219B
$912,000 0.36% of portfolio
6,887
Q1 2025 Added 4.92%
$126B
$885,000 0.35% of portfolio
2,897
Q1 2025 Added 15.23%
$301B
$885,000 0.35% of portfolio
12,360
Q1 2025 Added 6.25%
$383B
$840,000 0.33% of portfolio
20,132
Q1 2025 Added 10.14%
$76.6B
$848,000 0.33% of portfolio
3,503
Q1 2025 Added 7.32%
$294B
$807,000 0.32% of portfolio
4,827
Q1 2025 Added 31.24%
$159B
$806,000 0.32% of portfolio
3,809
Q1 2025 Added 7.18%
$62.5B
$824,000 0.32% of portfolio
3,119
Q1 2025 Reduced 1.33%
$73.3B
$797,000 0.31% of portfolio
1,998
Q1 2025 Added 16.71%
$452B
$773,000 0.3% of portfolio
6,504
Q1 2025 Reduced 37.06%
$141B
$761,000 0.3% of portfolio
3,265
Q1 2025 Reduced 2.3%
$71.7M
$711,000 0.28% of portfolio
313,267
Q1 2025 Added 1,548.77%
$68.2B
$682,000 0.27% of portfolio
20,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $255 Million
  • Prior Value $363 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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