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Sarah Schmidt

@Evernest Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$370.972MTotal holdings162
Assets growth rate66.22%Assets growth rate (2-Q avg)35.93%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Evernest Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Evernest Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 370.972M in assets, with a quarterly growth rate of 66.22% and a 2-quarter average growth rate of 35.93%. The portfolio is managed by Sarah Schmidt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGDollar Gen Corp New
Recent Activity
Exited
0%
$298,145
2,255 shares@ $132.22 avg price
UNPUnion Pac Corp
Recent Activity
Exited
0%
$274,513
1,213 shares@ $226.31 avg price
COPConocophillips
Recent Activity
Exited
0%
$201,369
1,761 shares@ $114.35 avg price
VMDViemed Healthcare Inc
Recent Activity
Exited
0%
$65,500
10,000 shares@ $6.55 avg price