Evernest Financial Advisors, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $14.5B, Ishares Core S&P Mid Cap ETF with a value of $13.5B, World Gold Trust with a value of $12.8B, Ishares Tr with a value of $12.1B, and Invesco S&P 500 Equal Weight E with a value of $10.4B.
Examining the 13F form we can see an increase of $18.2B in the current position value, from $193B to 211B.
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.