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.
