test

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
PGProcter And Gamble Co
Recent Activity
Decreased -4.23%
0.3%
$1.108M
6,399 shares@ $173.2 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.02%
0.3%
$1.079M
1,217 shares@ $886.68 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -2.92%
0.29%
$1.069M
2,158 shares@ $495.16 avg price
VVisa Inc
Recent Activity
Decreased -0.08%
0.26%
$949,110
3,452 shares@ $274.95 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -4.92%
0.25%
$914,572
3,377 shares@ $270.83 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.5%
0.24%
$857,586
4,603 shares@ $186.32 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -26.9%
0.22%
$787,356
3,421 shares@ $230.16 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.09%
0.21%
$773,813
6,387 shares@ $121.16 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -8.48%
0.21%
$762,864
3,691 shares@ $206.69 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Decreased -4.63%
0.21%
$747,984
9,316 shares@ $80.3 avg price