Evernest-Financial-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
148
Total Value
278622540
Accession Number
0002009530-25-000002
Form Type
13F-HR
Manager Name
Evernest-Financial-Advisors
Data Enrichment
82% identified
122 identified26 unidentified

Holdings

148 positions
Manager:
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25434V880
Shares:118.6K
Value:$3.1M
46137V324
Shares:57.8K
Value:$2.8M
Alphabet Inc.
Shares:15.2K
Value:$2.4M
BERKSHIRE HATHAWAY INC
Shares:4.3K
Value:$2.3M
464287226
Shares:20.9K
Value:$2.1M
MCDONALDS CORP
Shares:6.6K
Value:$2.1M
46137V365
Shares:23.9K
Value:$2.0M
Mastercard Inc
Shares:3.6K
Value:$2.0M
UNITEDHEALTH GROUP INC
Shares:3.5K
Value:$1.8M
KINGSTONE COMPANIES, INC.
Shares:99.6K
Value:$1.7M
Alphabet Inc.
Shares:9.9K
Value:$1.5M
GOLDMAN SACHS GROUP INC
Shares:2.8K
Value:$1.5M
Walmart Inc.
Shares:17.4K
Value:$1.5M
46434G822
Shares:22.1K
Value:$1.5M
JOHNSON & JOHNSON
Shares:9.0K
Value:$1.5M
92206C664
Shares:18.2K
Value:$1.5M
STRYKER CORP
Shares:3.9K
Value:$1.5M
TJX COMPANIES INC /DE/
Shares:11.8K
Value:$1.4M
JPMORGAN CHASE & CO
Shares:5.7K
Value:$1.4M
AMAZON COM INC
Shares:7.2K
Value:$1.4M