Evernest Financial Advisors, LLC Portfolio Holdings

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024

Evernest Financial Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $363 Million distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.5M, Berkshire Hathaway Inc Class B with a value of $34M, Microsoft Corp with a value of $22.6M, World Gold Trust with a value of $17.8M, and Ishares Core S&P 500 ETF with a value of $16M.

Examining the 13F form we can see an increase of $1.28M in the current position value, from $362M to 363M.

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 $363 Million
ETFs: $166 Million
Technology: $79.4 Million
Financial Services: $46.3 Million
Consumer Cyclical: $24.7 Million
Healthcare: $13.3 Million
Consumer Defensive: $10.1 Million
Industrials: $8.12 Million
Communication Services: $6.88 Million
Other: $4.47 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$37.5 Million 10.32% of portfolio
149,802
Q4 2024 Reduced 1.02%
$608B
$34 Million 9.35% of portfolio
74,986
Q4 2024 Added 0.04%
$3.07T
$22.6 Million 6.23% of portfolio
53,706
Q4 2024 Reduced 0.12%
$15.7B
$12.9 Million 3.55% of portfolio
32,608
Q3 2024 New
$296B
$9.06 Million 2.49% of portfolio
67,500
Q4 2024 Added 81.15%
$274B
$4.51 Million 1.24% of portfolio
49,862
Q4 2024 Added 1.72%
$785B
$3.41 Million 0.94% of portfolio
4,419
Q4 2024 Reduced 4.47%
$1.23T
$2.98 Million 0.82% of portfolio
15,747
Q4 2024 Added 30.83%
$213B
$2.03 Million 0.56% of portfolio
7,005
Q4 2024 Reduced 0.93%
$16.3B
$2.01 Million 0.55% of portfolio
36,725
Q4 2024 Reduced 0.95%
$90.1B
$1.98 Million 0.54% of portfolio
8,531
Q4 2024 Added 54.24%
$533B
$1.88 Million 0.52% of portfolio
3,569
Q4 2024 Reduced 0.56%
$1.26T
$1.91 Million 0.52% of portfolio
10,004
Q4 2024 Added 1.07%
$510B
$1.8 Million 0.5% of portfolio
3,559
Q4 2024 Added 3.73%
$421B
$1.68 Million 0.46% of portfolio
4,325
Q4 2024 Reduced 0.28%
$192M
$1.63 Million 0.45% of portfolio
110,025
Q4 2024 Reduced 14.97%
$247B
$1.55 Million 0.43% of portfolio
4,410
Q4 2024 Added 3.79%
$191B
$1.46 Million 0.4% of portfolio
4,034
Q4 2024 Added 8.18%
$145B
$1.45 Million 0.4% of portfolio
11,996
Q4 2024 Added 3.48%
$786B
$1.3 Million 0.36% of portfolio
5,405
Q4 2024 Reduced 1.04%
$94.4B
$1.26 Million 0.35% of portfolio
4,533
Q4 2024 Reduced 0.59%
$216B
$1.21 Million 0.33% of portfolio
2,105
Q4 2024 Reduced 2.46%
$119B
$1.15 Million 0.32% of portfolio
2,371
Q4 2024 Reduced 13.05%
$148B
$1.18 Million 0.32% of portfolio
3,271
Q4 2024 Added 4.44%
$230B
$1.18 Million 0.32% of portfolio
11,825
Q4 2024 Added 0.82%
$401B
$1.14 Million 0.31% of portfolio
7,861
Q4 2024 Added 3.69%
$458B
$1.11 Million 0.31% of portfolio
10,333
Q4 2024 Reduced 24.93%
$177B
$1.14 Million 0.31% of portfolio
5,859
Q4 2024 Reduced 7.1%
$564B
$1.14 Million 0.31% of portfolio
3,612
Q4 2024 Added 4.63%
$398B
$1.09 Million 0.3% of portfolio
6,492
Q4 2024 Added 1.45%
$157B
$1.09 Million 0.3% of portfolio
4,746
Q4 2024 Reduced 2.2%
$452B
$1.05 Million 0.29% of portfolio
1,147
Q4 2024 Reduced 5.75%
$336B
$951,000 0.26% of portfolio
5,355
Q4 2024 Added 296.08%
$1.58T
$937,000 0.26% of portfolio
1,590
Q4 2024 Added 3.05%
$20.5B
$892,000 0.25% of portfolio
5,060
Q3 2024 New
$160B
$824,000 0.23% of portfolio
3,342
Q4 2024 Reduced 1.04%
$150B
$802,000 0.22% of portfolio
3,554
Q4 2024 Reduced 3.71%
$375B
$803,000 0.22% of portfolio
18,279
Q4 2024 Added 5.68%
$194B
$798,000 0.22% of portfolio
5,200
Q4 2024 Reduced 1.81%
$94.3B
$790,000 0.22% of portfolio
15,113
Q4 2024 Added 195.75%
$189B
$759,000 0.21% of portfolio
6,564
Q4 2024 Added 2.77%
$57.2B
$761,000 0.21% of portfolio
3,161
Q4 2024 Added 20.37%
$0
$712,000 0.2% of portfolio
14,900
Q4 2024 Reduced 28.19%
$139M
$731,000 0.2% of portfolio
190,907
Q4 2024 Added 1.55%
$155B
$710,000 0.2% of portfolio
2,725
Q4 2024 Added 2.33%
$106B
$710,000 0.2% of portfolio
3,345
Q4 2024 Reduced 2.22%
$126B
$735,000 0.2% of portfolio
2,514
Q4 2024 Added 0.92%
$271B
$724,000 0.2% of portfolio
11,633
Q4 2024 Reduced 19.49%
$252B
$745,000 0.2% of portfolio
12,596
Q4 2024 Added 2.19%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $363 Million
  • Prior Value $362 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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