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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
ABBVAbbvie Inc
Recent Activity
New Position
0.08%
$266,914
1,352 shares@ $197.43 avg price
MOAltria Group Inc
Recent Activity
New Position
0.08%
$260,823
5,110 shares@ $51.05 avg price
QRHCQuest Resource Hldg Corp
Recent Activity
New Position
0.08%
$260,292
32,618 shares@ $7.99 avg price
TMDXTransmedics Group Inc
Recent Activity
New Position
0.07%
$259,050
1,650 shares@ $157.0 avg price
PGRProgressive Corp
Recent Activity
New Position
0.07%
$236,504
932 shares@ $253.76 avg price
PHParker-hannifin Corp
Recent Activity
New Position
0.07%
$233,799
370 shares@ $631.89 avg price
VBRVanguard Index Fds
Recent Activity
New Position
0.07%
$231,928
1,155 shares@ $200.81 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.07%
$226,000
2,500 shares@ $90.4 avg price
ZSZscaler Inc
Recent Activity
New Position
0.06%
$222,222
1,300 shares@ $170.94 avg price
IWFIshares Tr
Recent Activity
New Position
0.06%
$204,582
545 shares@ $375.38 avg price