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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
LMTLockheed Martin Corp
Recent Activity
Decreased -8.97%
0.43%
$1.594M
2,727 shares@ $584.66 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -2.99%
0.41%
$1.502M
4,249 shares@ $353.47 avg price
CATCaterpillar Inc
Recent Activity
Decreased -2.76%
0.4%
$1.459M
3,729 shares@ $391.13 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -2.57%
0.37%
$1.363M
11,593 shares@ $117.55 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -7.85%
0.37%
$1.34M
7,674 shares@ $174.57 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -17.45%
0.36%
$1.332M
15,168 shares@ $87.8 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -1.66%
0.36%
$1.303M
6,307 shares@ $206.57 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.2%
0.34%
$1.229M
7,581 shares@ $162.07 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -1.59%
0.31%
$1.134M
4,560 shares@ $248.6 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.32%
0.31%
$1.131M
3,132 shares@ $361.27 avg price