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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
AGGIshares Tr
Recent Activity
Increased 23.94%
0.49%
$1.799M
17,764 shares@ $101.27 avg price
MAMastercard Incorporated
Recent Activity
Increased 1.45%
0.48%
$1.772M
3,589 shares@ $493.83 avg price
HDHome Depot Inc
Recent Activity
Increased 28.7%
0.48%
$1.757M
4,337 shares@ $405.18 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.17%
0.45%
$1.655M
9,898 shares@ $167.2 avg price
RSPGInvesco Exchange Traded Fd T
Recent Activity
Decreased -6.92%
0.44%
$1.626M
21,216 shares@ $76.64 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 59.59%
0.44%
$1.613M
13,764 shares@ $117.23 avg price
EWJIshares Inc
Recent Activity
New Position
0.44%
$1.6M
22,371 shares@ $71.54 avg price
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
IWMIshares Tr
Recent Activity
Increased 69.76%
0.41%
$1.497M
6,775 shares@ $220.9 avg price