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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
XLYSelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$200,370
1,000 shares@ $200.37 avg price
FEIMFrequency Electrs Inc
Recent Activity
New Position
0.04%
$123,771
10,246 shares@ $12.08 avg price
VTSIVirtra Inc
Recent Activity
New Position
0.03%
$106,891
17,185 shares@ $6.23 avg price
LFMDLifemd Inc
Recent Activity
New Position
0.03%
$89,080
17,000 shares@ $5.24 avg price
MYOMyomo Inc
Recent Activity
New Position
0.02%
$70,175
17,500 shares@ $4.01 avg price
ABLLWAbacus Life Inc
Recent Activity
New Position
0.02%
$59,500
35,000 shares@ $1.7 avg price
MAMOMassimo Group
Recent Activity
New Position
0.02%
$41,479
11,061 shares@ $3.76 avg price
XTNTXtant Med Hldgs Inc
Recent Activity
New Position
0.01%
$27,040
40,000 shares@ $0.68 avg price