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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
VOEVanguard Index Fds
Recent Activity
New Position
0.34%
$1.257M
7,496 shares@ $167.68 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.2%
0.34%
$1.229M
7,581 shares@ $162.07 avg price
KINSKingstone Cos Inc
Recent Activity
New Position
0.32%
$1.184M
129,400 shares@ $9.15 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.59%
0.32%
$1.152M
5,462 shares@ $210.87 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 135.19%
0.31%
$1.142M
14,137 shares@ $80.78 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -1.59%
0.31%
$1.134M
4,560 shares@ $248.6 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.32%
0.31%
$1.131M
3,132 shares@ $361.27 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.32%
0.31%
$1.118M
5,643 shares@ $198.07 avg price
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