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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46137V241
Shares:12.1K
Value:$799.4K
Aon plc
Shares:2.0K
Value:$797.4K
EXXON MOBIL CORP
Shares:6.5K
Value:$773.5K
LOWES COMPANIES INC
Shares:3.3K
Value:$761.5K
46434V621
Shares:11.8K
Value:$728.8K
Genasys Inc.
Shares:313.3K
Value:$711.1K
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:20.0K
Value:$682.8K
NEXGEL, INC.
Shares:224.7K
Value:$669.5K
922908751
Shares:3.0K
Value:$667.1K
VALERO ENERGY CORP/TX
Shares:5.0K
Value:$660.4K
ABBOTT LABORATORIES
Shares:5.0K
Value:$659.0K
BOS BETTER ONLINE SOLUTIONS LTD
Shares:166.5K
Value:$629.4K
ANALOG DEVICES INC
Shares:3.1K
Value:$617.5K
Shell plc
Shares:8.0K
Value:$583.7K
MCKESSON CORP
Shares:859
Value:$578.1K
808524201
Shares:25.7K
Value:$567.8K
MORGAN STANLEY
Shares:4.8K
Value:$557.3K
81369Y100
Shares:6.3K
Value:$542.6K
MARSH & MCLENNAN COMPANIES, INC.
Shares:2.2K
Value:$530.6K
78464A854
Shares:7.8K
Value:$515.1K