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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148M
$1.17 Million 0.32% of portfolio
129,400
Q3 2024 New
$139M
$720,000 0.2% of portfolio
188,000
Q3 2024 Added 276.0%
$57.8M
$384,000 0.11% of portfolio
82,000
Q3 2024 New
$233M
$319,000 0.09% of portfolio
46,963
Q4 2021 New
$133M
$260,000 0.07% of portfolio
32,618
Q3 2024 New
$123M
$123,000 0.03% of portfolio
10,246
Q3 2024 New
$80.8M
$106,000 0.03% of portfolio
17,185
Q3 2024 New
$179M
$89,000 0.02% of portfolio
17,000
Q3 2024 New

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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