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:
Search and click to pin securities to the top
Page 6 of 8
INTERNATIONAL BUSINESS MACHINES CORP
Shares:2.0K
Value:$506.5K
ILLINOIS TOOL WORKS INC
Shares:2.0K
Value:$488.1K
81369Y704
Shares:3.7K
Value:$482.7K
PEPSICO INC
Shares:3.2K
Value:$476.4K
STARBUCKS CORP
Shares:4.8K
Value:$472.4K
SPDR S&P MIDCAP 400 ETF TRUST
Shares:871
Value:$464.7K
808524508
Shares:17.6K
Value:$461.7K
WELLS FARGO & COMPANY/MN
Shares:6.3K
Value:$452.6K
BlackRock, Inc.
Shares:473
Value:$447.8K
53656G498
Shares:9.8K
Value:$447.1K
AVITA Medical, Inc.
Shares:50.5K
Value:$411.1K
NIKE, Inc.
Shares:6.3K
Value:$402.0K
BranchOut Food Inc.
Shares:157.0K
Value:$386.2K
808524607
Shares:16.1K
Value:$377.4K
Walt Disney Co
Shares:3.8K
Value:$373.5K
VERIZON COMMUNICATIONS INC
Shares:8.1K
Value:$367.5K
NORTHROP GRUMMAN CORP /DE/
Shares:701
Value:$358.8K
ADOBE INC.
Shares:931
Value:$357.1K
Chubb Ltd
Shares:1.2K
Value:$350.5K
87283Q404
Shares:8.7K
Value:$350.2K