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 Market Cap. of $10 Billions to $200 Billions
