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 7 of 8
46138E354
Shares:3.5K
Value:$258.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
131.3K | QoQ NEW(+131.3K) YoY NEW(+131.3K) | All Managers (Combined) | $346.5K | QoQ NEW(+$346.5K) YoY NEW(+$346.5K) | |
1.6K | YoY -5.02% (-83) | All Managers (Combined) | $341.4K | ||
6.4K | QoQ 0.00% (+0)YoY +3.05% (+191) | All Managers (Combined) | $327.6K | ||
1.8K | All Managers (Combined) | $318.4K | |||
1.6K | QoQ +3.64% (-55)YoY NEW(+1.6K) | All Managers (Combined) | $315.1K | YoY NEW(+$315.1K) | |
61.4K | QoQ NEW(+61.4K) YoY NEW(+61.4K) | All Managers (Combined) | $310.1K | QoQ NEW(+$310.1K) YoY NEW(+$310.1K) | |
3.8K | All Managers (Combined) | $306.9K | |||
6.7K | QoQ +0.09% (+6)YoY +2.46% (+160) | All Managers (Combined) | $301.5K | ||
2.3K | All Managers (Combined) | $299.6K | |||
Salesforce, Inc.(CRMcusip79466L302) | 1.1K | QoQ -2.46% (-28)YoY -5.14% (-60) | All Managers (Combined) | $296.7K | |
2.9K | QoQ +1.38% (-40)YoY NEW(+2.9K) | All Managers (Combined) | $288.7K | YoY NEW(+$288.7K) | |
3.0K | YoY +3.44% (+99) | All Managers (Combined) | $278.2K | ||
2.3K | QoQ 0.00% (-0) | All Managers (Combined) | $276.6K | ||
594 | QoQ NEW(+594) YoY NEW(+594) | All Managers (Combined) | $276.6K | QoQ NEW(+$276.6K) YoY NEW(+$276.6K) | |
932 | YoY NEW(+932) | All Managers (Combined) | $263.8K | YoY NEW(+$263.8K) | |
425 | QoQ +7.05% (+28)YoY -12.73% (-62) | All Managers (Combined) | $258.3K | ||
(cusip46138E354)✕ | 3.5K | QoQ +0.40% (+14)YoY +1.82% (+62) | All Managers (Combined) | $258.0K | |
2.8K | QoQ NEW(+2.8K) YoY NEW(+2.8K) | All Managers (Combined) | $250.1K | QoQ NEW(+$250.1K) YoY NEW(+$250.1K) | |
670 | All Managers (Combined) | $248.4K | |||
492 | QoQ -5.56% (-29)YoY -12.92% (-73) | All Managers (Combined) | $244.8K |