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.
