Evernest Financial Advisors, LLC Incresed Positions in Q4 2024

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
30.2K
+ 81.15%
$117.0 - $148.88 $3.54M - $4.5M
67.5K $9.06M
FSMO
Fidelity Covington Tr

ETFs
94.6K
+ 36.31%
N/A
355K $9.33M
GLDM
World Gold Trust

ETFs
45.7K
+ 15.35%
$50.76 - $55.23 $2.32M - $2.52M
343K $17.8M
AVGO
Broadcom Inc.

Technology
3K
+ 54.24%
$159.67 - $250.0 $479K - $750K
8.53K $1.98M
GOOGL
Alphabet Inc.

Communication Services
3.71K
+ 30.83%
$161.86 - $196.66 $601K - $730K
15.7K $2.98M
AMZN
Amazon Com Inc

Consumer Cyclical
2.73K
+ 59.31%
$180.88 - $232.93 $494K - $636K
7.33K $1.61M
ABBV
Abb Vie Inc.

Healthcare
4K
+ 296.08%
$164.99 - $203.87 $660K - $816K
5.36K $951K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
11.1K
+ 16.45%
$50.67 - $50.9 $565K - $567K
78.9K $4M
WMT
Walmart Inc.

Consumer Defensive
842
+ 1.72%
$79.1 - $95.7 $66.6K - $80.6K
49.9K $4.51M
MO
Altria Group, Inc.

Consumer Defensive
10K
+ 195.75%
$49.06 - $57.74 $491K - $578K
15.1K $790K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.89K
+ 3.18%
$61.68 - $67.87 $486K - $535K
256K $16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.81K
+ 3.94%
$113.92 - $127.38 $434K - $485K
100K $11.6M
GOOG
Alphabet Inc.

Communication Services
106
+ 1.07%
$163.08 - $198.16 $17.3K - $21K
10K $1.91M
V
Visa Inc.

Financial Services
160
+ 4.63%
$273.87 - $320.91 $43.8K - $51.3K
3.61K $1.14M
WFC
Wells Fargo & Company

Financial Services
1.4K
+ 35.42%
$54.98 - $77.35 $76.8K - $108K
5.34K $375K
NKE
Nike, Inc.

Consumer Cyclical
2.62K
+ 65.38%
$73.36 - $89.13 $192K - $233K
6.62K $501K
TRV
Travelers Companies, Inc.

Financial Services
535
+ 20.37%
$225.97 - $266.66 $121K - $143K
3.16K $761K
QQQ
Invesco Qqq Trust, Series 1

ETFs
98
+ 3.43%
$481.22 - $538.17 $47.2K - $52.7K
2.95K $1.51M
BAC
Bank Of America Corp

Financial Services
983
+ 5.68%
$39.22 - $47.77 $38.6K - $47K
18.3K $803K
DIS
Walt Disney CO

Communication Services
481
+ 11.73%
$92.39 - $117.6 $44.4K - $56.6K
4.58K $510K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.59K
+ 1.67%
$50.23 - $50.46 $79.7K - $80K
96.7K $4.87M
CSCO
Cisco Systems, Inc.

Technology
270
+ 2.19%
$52.45 - $60.02 $14.2K - $16.2K
12.6K $745K
TJX
Tjx Companies Inc

Consumer Cyclical
403
+ 3.48%
$112.15 - $127.2 $45.2K - $51.3K
12K $1.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.55K
+ 8.7%
$96.64 - $101.23 $149K - $157K
19.3K $1.87M
SUB
Ishares Short Term National Mu

ETFs
711
+ 7.5%
$104.94 - $106.2 $74.6K - $75.5K
10.2K $1.07M
META
Meta Platforms, Inc.

Communication Services
47
+ 3.05%
$554.08 - $632.68 $26K - $29.7K
1.59K $937K
IBM
International Business Machines Corp

Technology
242
+ 15.86%
$204.9 - $238.04 $49.6K - $57.6K
1.77K $388K
ACN
Accenture PLC

Technology
161
+ 3.79%
$343.9 - $376.86 $55.4K - $60.7K
4.41K $1.55M
CVX
Chevron Corp

Energy
379
+ 11.49%
$141.15 - $162.53 $53.5K - $61.6K
3.68K $532K
ADP
Automatic Data Processing Inc

Industrials
23
+ 0.92%
$280.08 - $307.97 $6.44K - $7.08K
2.51K $735K
SYK
Stryker Corp

Healthcare
139
+ 4.44%
$345.14 - $392.15 $48K - $54.5K
3.27K $1.18M
XLU
Utilities Sector Spdr

ETFs
1.49K
+ 10.57%
$74.89 - $82.93 $112K - $124K
15.6K $1.18M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.93K
+ 3.72%
$80.93 - $85.66 $156K - $165K
53.7K $4.34M
MEAR
Blackrock Short Maturity Munic

ETFs
777
+ 5.35%
$49.94 - $50.28 $38.8K - $39.1K
15.3K $764K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.09%
$378.79 - $428.11 $379 - $428
1.16K $475K
GD
General Dynamics Corp

Industrials
210
+ 30.57%
$260.28 - $314.03 $54.7K - $65.9K
897 $236K
AON
Aon PLC

Financial Services
7
+ 0.41%
$344.14 - $393.31 $2.41K - $2.75K
1.71K $614K
PANW
Palo Alto Networks Inc

Technology
1.02K
+ 100.0%
$181.96 - $405.9 $185K - $414K
2.04K $370K
PGR
Progressive Corp

Financial Services
137
+ 14.7%
$239.6 - $268.88 $32.8K - $36.8K
1.07K $256K
PH
Parker Hannifin Corp

Industrials
27
+ 7.3%
$621.74 - $709.46 $16.8K - $19.2K
397 $252K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
635
+ 3.5%
$49.79 - $51.14 $31.6K - $32.5K
18.8K $940K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
2.91K
+ 1.55%
N/A
191K $731K
CEG
Constellation Energy Corp

Utilities
243
+ 19.21%
$224.28 - $285.52 $54.5K - $69.4K
1.51K $339K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
743
+ 14.87%
$56.27 - $69.89 $41.8K - $51.9K
5.74K $325K
VIG
Vanguard Dividend Appreciation

ETFs
32
+ 0.57%
N/A
5.68K $1.03M
CAT
Caterpillar Inc

Industrials
305
+ 8.18%
$360.37 - $416.88 $110K - $127K
4.03K $1.46M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.7K
+ 201.23%
$27.54 - $83.04 $323K - $975K
17.6K $486K
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.9K
+ 192.71%
$22.4 - $68.28 $379K - $1.15M
25.7K $595K
Capital Group Conservative E
7.71K
+ 8.42%
N/A
99.3K $0
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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