Evernest Financial Advisors, LLC Sells in Q4 2024

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-68.7K
- 38.21%
$70.06 - $77.43 $4.81M - $5.32M
111K $7.81M
VTWO
Vanguard Russell 2000 ETF

ETFs
-14.3K
- 44.1%
$87.42 - $98.06 $1.25M - $1.41M
18.2K $1.62M
DFAX
Dimensional ETF Tr
-29.8K
- 16.86%
$24.76 - $27.04 $739K - $807K
147K $3.66M
VO
Vanguard Mid Cap ETF

ETFs
-3.49K
- 48.12%
$261.5 - $284.63 $912K - $993K
3.76K $993K
LLY
Eli Lilly & CO

Healthcare
-207
- 4.47%
$727.2 - $932.06 $151K - $193K
4.42K $3.41M
BALL
Ball Corp

Consumer Cyclical
-353
- 0.95%
$54.84 - $67.94 $19.4K - $24K
36.7K $2.01M
XOM
Exxon Mobil Corp

Energy
-3.43K
- 24.93%
$105.51 - $125.37 $362K - $430K
10.3K $1.11M
MSFT
Microsoft Corp

Technology
-64
- 0.12%
$406.35 - $454.46 $26K - $29.1K
53.7K $22.6M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-867
- 0.96%
$49.25 - $53.57 $42.7K - $46.4K
89.1K $4.41M
LMT
Lockheed Martin Corp

Industrials
-356
- 13.05%
$479.66 - $614.62 $171K - $219K
2.37K $1.15M
DHR
Danaher Corp

Healthcare
-107
- 2.2%
$226.16 - $274.52 $24.2K - $29.4K
4.75K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
-585
- 7.01%
$567.81 - $607.81 $332K - $356K
7.76K $4.55M
MCHP
Microchip Technology Inc

Technology
-128
- 1.37%
$55.51 - $79.05 $7.11K - $10.1K
9.19K $526K
PEP
Pepsico Inc

Consumer Defensive
-533
- 10.79%
$151.29 - $176.1 $80.6K - $93.9K
4.41K $670K
VTV
Vanguard Value ETF

ETFs
-729
- 9.5%
$168.32 - $181.87 $123K - $133K
6.95K $1.18M
MPTI
M Tron Industries, Inc.

Technology
-5.85K
- 28.19%
$42.5 - $69.94 $249K - $409K
14.9K $712K
XLI
Industrial Sector Spdr

ETFs
-915
- 19.56%
$131.76 - $143.99 $121K - $132K
3.76K $495K
ABT
Abbott Laboratories

Healthcare
-1.1K
- 18.55%
$111.93 - $119.39 $123K - $132K
4.84K $547K
MCD
Mcdonalds Corp

Consumer Cyclical
-66
- 0.93%
$288.47 - $316.54 $19K - $20.9K
7.01K $2.03M
ITW
Illinois Tool Works Inc

Industrials
-396
- 15.94%
$253.56 - $278.5 $100K - $110K
2.09K $529K
AMT
American Tower Corp

Real Estate
-238
- 14.96%
$179.4 - $232.01 $42.7K - $55.2K
1.35K $248K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-200
- 18.67%
$563.99 - $620.12 $113K - $124K
871 $496K
QCOM
Qualcomm Inc

Technology
-96
- 1.81%
$150.4 - $178.04 $14.4K - $17.1K
5.2K $798K
XLE
Energy Sector Spdr

ETFs
-771
- 5.08%
$83.32 - $97.27 $64.2K - $75K
14.4K $1.23M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.2K
- 9.2%
$60.73 - $64.94 $72.6K - $77.6K
11.8K $723K
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 1.04%
$244.52 - $284.07 $8.56K - $9.94K
3.34K $824K
TXN
Texas Instruments Inc

Technology
-448
- 7.1%
N/A
5.86K $1.14M
ADI
Analog Devices Inc

Technology
-76
- 2.22%
$206.35 - $236.48 $15.7K - $18K
3.35K $710K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 0.28%
$385.02 - $431.37 $4.62K - $5.18K
4.33K $1.68M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-12.1K
- 35.47%
$7.67 - $9.21 $93.2K - $112K
22.1K $189K
IWM
Ishares Russell 2000 ETF

ETFs
-311
- 4.59%
$216.13 - $242.4 $67.2K - $75.4K
6.46K $1.43M
TDVG
T Rowe Price Exchange Traded F

Technology
-1.08K
- 10.83%
$39.51 - $41.92 $42.5K - $45.1K
8.86K $350K
SBUX
Starbucks Corp

Consumer Cyclical
-162
- 3.31%
$87.44 - $102.5 $14.2K - $16.6K
4.73K $431K
GAB
Gabelli Equity Trust Inc

Financial Services
-6.34K
- 6.38%
$5.36 - $5.83 $34K - $36.9K
93.1K $500K
CL
Colgate Palmolive CO

Consumer Defensive
-68
- 2.46%
$90.22 - $102.31 $6.13K - $6.96K
2.69K $244K
ICE
Intercontinental Exchange, Inc.

Financial Services
-105
- 4.84%
$148.29 - $166.93 $15.6K - $17.5K
2.07K $307K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-57
- 2.55%
$209.89 - $233.24 $12K - $13.3K
2.17K $461K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-306
- 9.59%
$104.52 - $115.08 $32K - $35.2K
2.89K $304K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-651
- 7.37%
$66.77 - $71.52 $43.5K - $46.6K
8.18K $564K
RSG
Republic Services, Inc.

Industrials
-150
- 4.39%
$198.0 - $218.75 $29.7K - $32.8K
3.26K $656K
COST
Costco Wholesale Corp

Consumer Defensive
-70
- 5.75%
$873.59 - $994.69 $61.2K - $69.6K
1.15K $1.05M
XLK
Technology Sector Spdr

ETFs
-71
- 3.96%
$220.26 - $241.44 $15.6K - $17.1K
1.72K $400K
Abacus Life Inc
-12K
- 34.29%
N/A
23K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-816
- 3.85%
N/A
20.4K $0
IWR
Ishares Russell Mid Cap ETF

ETFs
-35
- 0.22%
$87.25 - $95.52 $3.05K - $3.34K
15.9K $1.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-583
- 2.0%
$521.84 - $558.82 $304K - $326K
28.6K $15.4M
HON
Honeywell International Inc

Industrials
-137
- 3.71%
$202.84 - $236.0 $27.8K - $32.3K
3.55K $802K
IVV
Ishares Core S&P 500 ETF

ETFs
-487
- 1.76%
$570.51 - $610.59 $278K - $297K
27.2K $16M
CRM
Salesforce, Inc.

Technology
-1
- 0.09%
$270.87 - $367.87 $271 - $368
1.13K $379K
Activity Summary
Buys All Purchases 94 New Holdings 22 Increased Positions 72 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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