EF
| |
Evernest Financial Advisors, LLC13F | |
| Evernest Financial Advisors, LLC | |
| Last update 2025-05-12 | 148 Stocks (13 new) |
| Value $279.00 Mil | Turnover 7 % |
Evernest Financial Advisors, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLDM | SPDR Gold MiniShares Trust | 371,367 | 22,983.9 | +8.15% | 8.250 | +0.62% | 0.170 | +0.81% | +27.54% | 16,037.6 | ||
IVV | iShares Core S&P 500 ETF | 27,612 | 15,515.0 | +1.70% | 5.570 | +0.09% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 257,227 | 15,009.2 | +0.40% | 5.390 | +0.02% | 0.020 | +16.06% | +2.45% | 97,230.9 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 76,798 | 13,303.7 | +13.49% | 4.770 | +0.57% | 0.020 | +13.69% | +6.04% | 74,012.7 | ||
DXJ | WisdomTree Japan Hedged Equity Fund | 92,803 | 10,225.0 | -0.65% | 3.670 | -0.02% | 0.310 | +12.84% | +5.15% | 3,506.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 96,527 | 10,093.9 | -3.75% | 3.620 | -0.11% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
FSMO | FSMO | 394,676 | 9,961.6 | +11.18% | 3.580 | +0.36% | - | +20.62% | +4.16% | 0 | ||
IEFA | iShares Core MSCI EAFE ETF | 110,215 | 8,337.8 | -0.76% | 2.990 | -0.02% | 0.010 | +11.52% | +19.59% | 141,328.0 | ||
AAPL | Apple Inc | 36,907 | 8,198.1 | -75.36% | 2.940 | -7.33% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
CGIE |
Capital Group International Equity ETF
Capital Group International Equity ETF
| 257,717 | 7,556.3 | +37.72% | 2.710 | +0.74% | 1.470 | +12.56% | +19.15% | 737.0 |
Evernest Financial Advisors, LLC's Historical Top Holdings Breakdowns
Evernest Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -8.31% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Reduce -94.25% | 4,313 | -70,673 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -7.33% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -75.36% | 36,907 | -112,895 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -4.55% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -77.52% | 12,074 | -41,632 | |
CASY | Casey's General Stores Inc | 2025-03-31 | Sold Out Sold Out | -3.35% | 378.71 ($409.91) 442.54 | $510.25 | 24.48% | Sold Out | 0 | -32,608 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -2.53% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Reduce -63.44% | 10,442 | -18,118 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.76% | 84.5 ($93.81) 105.05 | $95.05 | 1.32% | Reduce -65.16% | 17,373 | -32,489 | |
CGIE |
Capital Group International Equity ETF
Capital Group International Equity ETF
| 2025-03-31 | Add Add | +0.74% | 27.22 ($29.13) 30.58 | $32.51 | 11.60% | Add 37.72% | 257,717 | 70,580 | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 2025-03-31 | Reduce Reduce | -0.73% | 50.72 ($50.82) 50.92 | $50.91 | 0.19% | Reduce -69.82% | 23,818 | -55,105 | |
GLDM | SPDR Gold MiniShares Trust | 2025-03-31 | Add Add | +0.62% | 52.19 ($56.8) 61.89 | $66.31 | 16.74% | Add 8.15% | 371,367 | 27,975 | |
FENI | Fidelity Enhanced International ETF | 2025-03-31 | Add Add | +0.60% | 27.29 ($29.43) 31.12 | $32.90 | 11.79% | Add 39.09% | 198,100 | 55,672 |
Evernest Financial Advisors, LLC Total Holding History ($B)
Evernest Financial Advisors, LLC's Asset Allocation
Evernest Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Evernest Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Evernest Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Evernest Financial Advisors, LLC's Holdings Heat Map
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Evernest Financial Advisors, LLC's Holdings Bubble Chart
Evernest Financial Advisors, LLC News
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