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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464287234
Shares:5.5K
Value:$238.6K
81369Y803
Shares:1.1K
Value:$222.0K
81369Y860
Shares:5.2K
Value:$216.8K
78464A755
Shares:3.6K
Value:$204.1K
GABELLI EQUITY TRUST INC
Shares:36.7K
Value:$202.3K
464285204
Shares:3.4K
Value:$202.1K
European Wax Center, Inc.
Shares:47.0K
Value:$185.5K
Abacus Global Management, Inc.
Shares:11.0K
Value:$82.4K