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 8 of 8
81369Y860
Shares:5.2K
Value:$216.8K
78464A755
Shares:3.6K
Value:$204.1K
464285204
Shares:3.4K
Value:$202.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.5K | QoQ -7.81% (-463)YoY -7.81% (-463) | All Managers (Combined) | $238.6K | ||
1.1K | All Managers (Combined) | $222.0K | |||
(cusip81369Y860)✕ | 5.2K | QoQ NEW(+5.2K) YoY NEW(+5.2K) | All Managers (Combined) | $216.8K | QoQ NEW(+$216.8K) YoY NEW(+$216.8K) |
(cusip78464A755)✕ | 3.6K | All Managers (Combined) | $204.1K | ||
36.7K | All Managers (Combined) | $202.3K | |||
(cusip464285204)✕ | 3.4K | QoQ NEW(+3.4K) YoY NEW(+3.4K) | All Managers (Combined) | $202.1K | QoQ NEW(+$202.1K) YoY NEW(+$202.1K) |
47.0K | All Managers (Combined) | $185.5K | |||
11.0K | YoY NEW(+11.0K) | All Managers (Combined) | $82.4K | YoY NEW(+$82.4K) |