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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
WMTWalmart Inc
Recent Activity
Increased 186.52%
1.07%
$3.958M
49,020 shares@ $80.75 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.94%
$3.452M
67,774 shares@ $50.95 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Increased 76.55%
0.79%
$2.906M
32,524 shares@ $89.36 avg price
RSPNInvesco Exchange Traded Fd T
Recent Activity
Decreased -9.11%
0.73%
$2.672M
52,184 shares@ $51.22 avg price
BALLBall Corp
Recent Activity
New Position
0.68%
$2.518M
37,078 shares@ $67.92 avg price
CGCVCapital Group Conservative E
Recent Activity
New Position
0.68%
$2.497M
91,619 shares@ $27.26 avg price
MCDMcdonalds Corp
Recent Activity
Increased 15.68%
0.59%
$2.153M
7,071 shares@ $304.5 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.38%
0.55%
$2.006M
3,431 shares@ $584.64 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.98%
0.54%
$1.996M
12,036 shares@ $165.86 avg price
VOVanguard Index Fds
Recent Activity
Increased 88.58%
0.52%
$1.912M
7,247 shares@ $263.85 avg price