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
Manager:
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46431W838
Shares:16.8K
Value:$841.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.5K | QoQ -0.57% (-26)YoY -4.16% (-196) | All Managers (Combined) | $1.1M | ||
5.9K | QoQ -0.11% (-7)YoY -9.52% (-616) | All Managers (Combined) | $1.1M | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 6.8K | All Managers (Combined) | $1.0M | ||
5.0K | QoQ +4.55% (-216)YoY +0.36% (-18) | All Managers (Combined) | $1.0M | ||
155.2K | YoY NEW(+155.2K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) | |
11.1K | QoQ -6.28% (-743)YoY -5.63% (-662) | All Managers (Combined) | $994.7K | ||
15.4K | All Managers (Combined) | $952.7K | |||
3.6K | QoQ -3.11% (-117)YoY -5.20% (-200) | All Managers (Combined) | $942.3K | ||
3.0K | All Managers (Combined) | $934.6K | |||
18.5K | QoQ -1.22% (-230)YoY -2.86% (-547) | All Managers (Combined) | $919.4K | ||
6.9K | QoQ +4.92% (+323)YoY +5.12% (+336) | All Managers (Combined) | $912.2K | ||
15.1K | QoQ 0.00% (+0)YoY NEW(+15.1K) | All Managers (Combined) | $907.1K | YoY NEW(+$907.1K) | |
COCA COLA CO(KOcusip191216100) | 12.4K | QoQ +6.24% (+727)YoY -6.32% (-834) | All Managers (Combined) | $885.3K | |
2.9K | All Managers (Combined) | $885.0K | |||
3.5K | QoQ +7.32% (+239)YoY -4.23% (-155) | All Managers (Combined) | $848.4K | ||
(cusip46431W838)✕ | 16.8K | All Managers (Combined) | $841.8K | ||
20.1K | All Managers (Combined) | $840.1K | |||
3.1K | QoQ -1.32% (-42) | All Managers (Combined) | $824.9K | ||
CHEVRON CORP(CVXcusip166764100) | 4.8K | All Managers (Combined) | $807.5K | ||
3.8K | All Managers (Combined) | $806.6K |