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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
IJRIshares Tr
Recent Activity
Increased 5.03%
3.05%
$11.285M
96,485 shares@ $116.96 avg price
DXJWisdomtree Tr
Recent Activity
Decreased -0.74%
2.65%
$9.813M
92,575 shares@ $106.01 avg price
FFSMFidelity Covington Trust
Recent Activity
New Position
1.93%
$7.146M
260,415 shares@ $27.45 avg price
DOLWisdomtree Tr
Recent Activity
Increased 1.88%
1.31%
$4.856M
89,987 shares@ $53.97 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.21%
1.3%
$4.79M
8,348 shares@ $573.74 avg price
USFRWisdomtree Tr
Recent Activity
Increased 7.45%
1.29%
$4.779M
95,161 shares@ $50.22 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 4.26%
1.29%
$4.779M
176,933 shares@ $27.02 avg price
NVDANvidia Corporation
Recent Activity
Decreased -36.67%
1.22%
$4.525M
37,262 shares@ $121.45 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -0.17%
1.17%
$4.305M
51,734 shares@ $83.22 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -1.99%
1.11%
$4.098M
4,626 shares@ $885.88 avg price