Evernest Financial Advisors, LLC Portfolio Holdings

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

Evernest Financial Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $362 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.2M, Berkshire Hathaway Inc Class B with a value of $34.5M, Microsoft Corp with a value of $23.1M, Ishares Core S&P 500 ETF with a value of $15.9M, and World Gold Trust with a value of $15.5M.

Examining the 13F form we can see an increase of $144M in the current position value, from $219M to 362M.

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 $362 Million
ETFs: $170 Million
Technology: $72.3 Million
Financial Services: $45.8 Million
Consumer Cyclical: $23.8 Million
Healthcare: $14.2 Million
Consumer Defensive: $10.6 Million
Industrials: $9.17 Million
Communication Services: $5.53 Million
Other: $5.15 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$35.2 Million 9.73% of portfolio
151,345
Q3 2024 Added 298.92%
$620B
$34.5 Million 9.53% of portfolio
74,958
Q3 2024 Added 1,684.29%
$3.12T
$23.1 Million 6.39% of portfolio
53,770
Q3 2024 Added 389.17%
$15.9B
$12.2 Million 3.38% of portfolio
32,608
Q3 2024 New
$339B
$4.52 Million 1.25% of portfolio
37,262
Q3 2024 Reduced 36.67%
$717B
$4.1 Million 1.13% of portfolio
4,626
Q3 2024 Reduced 1.99%
$243B
$3.96 Million 1.09% of portfolio
49,020
Q3 2024 Added 186.52%
$19.6B
$2.52 Million 0.69% of portfolio
37,078
Q3 2024 New
$218B
$2.15 Million 0.59% of portfolio
7,071
Q3 2024 Added 15.67%
$984B
$2 Million 0.55% of portfolio
12,036
Q3 2024 Added 3.97%
$567B
$2.01 Million 0.55% of portfolio
3,431
Q3 2024 Reduced 2.39%
$502B
$1.77 Million 0.49% of portfolio
3,589
Q3 2024 Added 1.44%
$439B
$1.76 Million 0.49% of portfolio
4,337
Q3 2024 Added 28.69%
$1.03T
$1.65 Million 0.46% of portfolio
9,898
Q3 2024 Reduced 1.18%
$500B
$1.61 Million 0.45% of portfolio
13,764
Q3 2024 Added 59.58%
$137B
$1.59 Million 0.44% of portfolio
2,727
Q3 2024 Reduced 8.98%
$214B
$1.46 Million 0.4% of portfolio
3,729
Q3 2024 Reduced 2.76%
$145B
$1.36 Million 0.38% of portfolio
11,593
Q3 2024 Reduced 2.57%
$173B
$1.35 Million 0.37% of portfolio
4,853
Q3 2024 Added 1.17%
$256B
$1.33 Million 0.37% of portfolio
11,729
Q3 2024 Added 2.37%
$177B
$1.23 Million 0.34% of portfolio
6,307
Q3 2024 Reduced 1.67%
$407B
$1.23 Million 0.34% of portfolio
7,581
Q3 2024 Reduced 3.2%
$165M
$1.17 Million 0.32% of portfolio
129,400
Q3 2024 New
$734B
$1.15 Million 0.32% of portfolio
5,462
Q3 2024 Added 0.59%
$420B
$1.11 Million 0.31% of portfolio
6,399
Q3 2024 Reduced 4.24%
$93.5B
$1.13 Million 0.31% of portfolio
4,560
Q3 2024 Reduced 1.6%
$146B
$1.13 Million 0.31% of portfolio
3,132
Q3 2024 Reduced 1.32%
$425B
$1.08 Million 0.3% of portfolio
1,217
Q3 2024 Reduced 3.03%
$206B
$1.07 Million 0.29% of portfolio
2,158
Q3 2024 Reduced 2.92%
$278B
$1.04 Million 0.29% of portfolio
14,449
Q3 2024 Added 4.78%
$25.2B
$1 Million 0.28% of portfolio
5,060
Q3 2024 New
$512B
$949,000 0.26% of portfolio
3,452
Q3 2024 Reduced 0.09%
$66.8B
$954,000 0.26% of portfolio
5,531
Q3 2024 Added 3,024.86%
$178B
$900,000 0.25% of portfolio
5,296
Q3 2024 Added 0.4%
$171B
$914,000 0.25% of portfolio
3,377
Q3 2024 Reduced 4.93%
$0
$865,000 0.24% of portfolio
20,750
Q3 2024 New
$2.05T
$857,000 0.24% of portfolio
4,603
Q3 2024 Reduced 4.5%
$1.29T
$883,000 0.24% of portfolio
1,543
Q3 2024 Added 13.54%
$157B
$858,000 0.24% of portfolio
2,663
Q3 2024 Added 3.86%
$225B
$839,000 0.23% of portfolio
4,940
Q3 2024 Added 35.71%
$115B
$787,000 0.22% of portfolio
3,421
Q3 2024 Reduced 26.9%
$174B
$773,000 0.21% of portfolio
6,387
Q3 2024 Reduced 0.09%
$1.72B
$775,000 0.21% of portfolio
12,531
Q3 2024 New
$155B
$762,000 0.21% of portfolio
3,691
Q3 2024 Reduced 8.48%
$42.3B
$773,000 0.21% of portfolio
8,682
Q3 2024 New
$38.6B
$747,000 0.21% of portfolio
9,316
Q3 2024 Reduced 4.64%
$139M
$720,000 0.2% of portfolio
188,000
Q3 2024 Added 276.0%
$381B
$686,000 0.19% of portfolio
17,296
Q3 2024 Reduced 0.06%
$126B
$689,000 0.19% of portfolio
2,491
Q3 2024 Reduced 2.54%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $362 Million
  • Prior Value $219 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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