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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Page 5 of 8
46137V241
Shares:12.1K
Value:$799.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46137V241)✕ | 12.1K | QoQ 0.00% (-0) | All Managers (Combined) | $799.4K | |
2.0K | All Managers (Combined) | $797.4K | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 6.5K | All Managers (Combined) | $773.5K | ||
3.3K | QoQ -2.30% (-77)YoY -7.53% (-266) | All Managers (Combined) | $761.5K | ||
11.8K | QoQ 0.00% (+0) | All Managers (Combined) | $728.8K | ||
Genasys Inc.(GNSScusip36872P103) | 313.3K | YoY NEW(+313.3K) | All Managers (Combined) | $711.1K | YoY NEW(+$711.1K) |
20.0K | QoQ 0.00% (+0)YoY NEW(+20.0K) | All Managers (Combined) | $682.8K | YoY NEW(+$682.8K) | |
NEXGEL, INC.(NXGLcusip65344E107) | 224.7K | QoQ NEW(+224.7K) YoY NEW(+224.7K) | All Managers (Combined) | $669.5K | QoQ NEW(+$669.5K) YoY NEW(+$669.5K) |
3.0K | QoQ 0.00% (-0) | All Managers (Combined) | $667.1K | ||
5.0K | QoQ -2.43% (-125)YoY NEW(+5.0K) | All Managers (Combined) | $660.4K | YoY NEW(+$660.4K) | |
5.0K | All Managers (Combined) | $659.0K | |||
166.5K | QoQ NEW(+166.5K) YoY NEW(+166.5K) | All Managers (Combined) | $629.4K | QoQ NEW(+$629.4K) YoY NEW(+$629.4K) | |
3.1K | All Managers (Combined) | $617.5K | |||
8.0K | YoY NEW(+8.0K) | All Managers (Combined) | $583.7K | YoY NEW(+$583.7K) | |
MCKESSON CORP(MCKcusip58155Q103) | 859 | QoQ 0.00% (+0)YoY NEW(+859) | All Managers (Combined) | $578.1K | YoY NEW(+$578.1K) |
25.7K | All Managers (Combined) | $567.8K | |||
MORGAN STANLEY(MScusip617446448) | 4.8K | QoQ -1.52% (-74)YoY -5.46% (-276) | All Managers (Combined) | $557.3K | |
6.3K | QoQ +5.65% (+338)YoY +1.15% (-72) | All Managers (Combined) | $542.6K | ||
2.2K | QoQ 0.00% (+0)YoY +2.69% (+57) | All Managers (Combined) | $530.6K | ||
7.8K | All Managers (Combined) | $515.1K |