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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
GSGoldman Sachs Group Inc
Recent Activity
Decreased -2.92%
0.29%
$1.069M
2,158 shares@ $495.16 avg price
KOCoca Cola Co
Recent Activity
Increased 4.78%
0.28%
$1.038M
14,449 shares@ $71.86 avg price
SUBIshares Tr
Recent Activity
Increased 4.54%
0.28%
$1.007M
9,478 shares@ $106.2 avg price
ODFLOld Dominion Freight Line In
Recent Activity
New Position
0.28%
$1.005M
5,060 shares@ $198.65 avg price
AVGOBroadcom Inc
Recent Activity
Increased 3024.86%
0.26%
$954,029
5,531 shares@ $172.49 avg price
VVisa Inc
Recent Activity
Decreased -0.08%
0.26%
$949,110
3,452 shares@ $274.95 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 3.97%
0.25%
$926,447
18,123 shares@ $51.12 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -4.92%
0.25%
$914,572
3,377 shares@ $270.83 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.4%
0.25%
$900,579
5,296 shares@ $170.05 avg price
METAMeta Platforms Inc
Recent Activity
Increased 13.54%
0.24%
$883,379
1,543 shares@ $572.51 avg price