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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81369Y704
Shares:3.7K
Value:$482.7K
808524508
Shares:17.6K
Value:$461.7K
53656G498
Shares:9.8K
Value:$447.1K
87283Q404
Shares:8.7K
Value:$350.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.0K | All Managers (Combined) | $506.5K | |||
2.0K | All Managers (Combined) | $488.1K | |||
(cusip81369Y704)✕ | 3.7K | All Managers (Combined) | $482.7K | ||
PEPSICO INC(PEPcusip713448108) | 3.2K | All Managers (Combined) | $476.4K | ||
STARBUCKS CORP(SBUXcusip855244109) | 4.8K | All Managers (Combined) | $472.4K | ||
871 | QoQ 0.00% (-0)YoY NEW(+871) | All Managers (Combined) | $464.7K | YoY NEW(+$464.7K) | |
(cusip808524508)✕ | 17.6K | All Managers (Combined) | $461.7K | ||
6.3K | YoY NEW(+6.3K) | All Managers (Combined) | $452.6K | YoY NEW(+$452.6K) | |
BlackRock, Inc.(BLKcusip09290D101) | 473 | QoQ -8.51% (-44)YoY NEW(+473) | All Managers (Combined) | $447.8K | YoY NEW(+$447.8K) |
(cusip53656G498)✕ | 9.8K | QoQ NEW(+9.8K) YoY NEW(+9.8K) | All Managers (Combined) | $447.1K | QoQ NEW(+$447.1K) YoY NEW(+$447.1K) |
50.5K | QoQ NEW(+50.5K) YoY NEW(+50.5K) | All Managers (Combined) | $411.1K | QoQ NEW(+$411.1K) YoY NEW(+$411.1K) | |
NIKE, Inc.(NKEcusip654106103) | 6.3K | All Managers (Combined) | $402.0K | ||
157.0K | QoQ NEW(+157.0K) YoY NEW(+157.0K) | All Managers (Combined) | $386.2K | QoQ NEW(+$386.2K) YoY NEW(+$386.2K) | |
16.1K | All Managers (Combined) | $377.4K | |||
Walt Disney Co(DIScusip254687106) | 3.8K | All Managers (Combined) | $373.5K | ||
8.1K | QoQ +8.97% (+667)YoY +4.20% (+327) | All Managers (Combined) | $367.5K | ||
701 | QoQ -4.49% (-33)YoY -5.77% (-43) | All Managers (Combined) | $358.8K | ||
ADOBE INC.(ADBEcusip00724F101) | 931 | QoQ +7.13% (-62)YoY -5.09% (-50) | All Managers (Combined) | $357.1K | |
1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $350.5K | QoQ NEW(+$350.5K) YoY NEW(+$350.5K) | |
(cusip87283Q404)✕ | 8.7K | All Managers (Combined) | $350.2K |