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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
HELEHelen Of Troy Ltd
Recent Activity
New Position
0.21%
$775,042
12,531 shares@ $61.85 avg price
DDDupont De Nemours Inc
Recent Activity
New Position
0.21%
$773,653
8,682 shares@ $89.11 avg price
ABLAbacus Life Inc
Recent Activity
New Position
0.19%
$681,076
67,300 shares@ $10.12 avg price
DOWDow Inc
Recent Activity
New Position
0.18%
$655,033
11,990 shares@ $54.64 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
0.17%
$610,283
1,071 shares@ $569.83 avg price
CTVACorteva Inc
Recent Activity
New Position
0.17%
$602,186
10,243 shares@ $58.8 avg price
PPSIPioneer Pwr Solutions Inc
Recent Activity
New Position
0.11%
$384,580
82,000 shares@ $4.69 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.1%
$348,294
1,019 shares@ $341.8 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.1%
$337,065
3,191 shares@ $105.63 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.09%
$328,815
1,265 shares@ $259.94 avg price