Evernest-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABL", "EWCZ", null, "ACN", "ABT", "ABBV", "ADBE", "GOOGL", "BLK", "CAT", "AVGO", "LOW", null, "HON", "HD", "MCD", null, null, null, "QCOM", "ITW", "ICE", "META", "MAMA", "NXGL", "IJH", "RPID", null, null, null, "LIN", null, null, "BOF", "MMC", "MA", "MSFT", "MS", "GAB", "IJR", "NOC", null, "EEM", "PEP", "PGR", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "LMT", "PG", "MRK", "VZ", "AMGN", null, "IEFA", "SCHX", "SHEL", "RTX", null, "AMT", "RSG", "SPLG", "IBM", "SYK", "SBUX", "TXN", "TMO", "TJX", "TRV", "VO", "IVOO", "VWO", null, null, null, "RCEL", "VIG", "XLB", null, null, "BOSC", null, "AON", "IWR", "GNSS", "FSI", "LAKE", "KINS", "AMZN", "VUG", "VLO", "VEA", "VTWO", "VTEB", "VB", "VOO", "VTV", "V", "WMT", "WFC", null, null, null, null, null, "SCHA", null, "CRM", "DGRO", "MCK", null, "ADP", "BAC", "BRK-B", "CBRE", "CVX", "CB", "CSCO", "KO", "CL", "CEG", "COST", "CRH", "DHR", "DFAX", "RSP", "EWJ", "EFA", "ADI", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "PH", "MO", "XLK", "ITOT", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified122 identified26 unidentified
Holdings
148 positions • $278.6M total value
Manager:
Search and click to pin securities to the top
Page 3 of 8
81369Y886
Shares:15.9K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$278.6M)
46641Q654
Shares:23.8K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$278.6M)
81369Y506
Shares:12.4K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$278.6M)
464288158
Shares:10.5K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$278.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 15.9K | QoQ 0.00% (-0)YoY -0.21% (-35) | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$278.6M) | ||
| 66.4K | QoQ NEW(+66.4K) YoY NEW(+66.4K) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$278.6M) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
| 2.9K | QoQ -3.21% (-95)YoY +0.66% (+19) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$278.6M) | ||
| 2.3K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$278.6M) | |||
Accenture plc(ACNcusipG1151C101) | 4.2K | QoQ -4.76% (-210)YoY -6.77% (-305) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$278.6M) | |
CATERPILLAR INC(CATcusip149123101) | 3.9K | QoQ -2.80% (-113)YoY -5.81% (-242) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$278.6M) | |
| 6.5K | QoQ +0.01% (-1) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$278.6M) | ||
HOME DEPOT, INC.(HDcusip437076102) | 3.4K | YoY +0.26% (+9) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$278.6M) | |
(cusip81369Y886)✕ | 15.9K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$278.6M) | ||
| 7.3K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$278.6M) | |||
(cusip46641Q654)✕ | 23.8K | YoY NEW(+23.8K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$278.6M) | YoY NEW(+$1.2M) |
AbbVie Inc.(ABBVcusip00287Y109) | 5.6K | QoQ +4.27% (+229)YoY NEW(+5.6K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$278.6M) | YoY NEW(+$1.2M) |
(cusip81369Y506)✕ | 12.4K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$278.6M) | ||
Broadcom Inc.(AVGOcusip11135F101) | 6.8K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$278.6M) | ||
| 3.2K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$278.6M) | |||
(cusip464288158)✕ | 10.5K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$278.6M) | ||
| 5.7K | QoQ +0.33% (-19)YoY +1.22% (+69) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$278.6M) | ||
| 6.3K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$278.6M) | |||
| 1.2K | QoQ +0.69% (+8)YoY -7.82% (-98) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$278.6M) | ||
| 2.4K | QoQ +1.56% (-37) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$278.6M) |