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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
AAPLApple Inc
Recent Activity
Increased 298.92%
9.51%
$35.263M
151,345 shares@ $233.01 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1684.29%
9.3%
$34.5M
74,958 shares@ $460.26 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 389.18%
6.24%
$23.137M
53,770 shares@ $430.3 avg price
IVVIshares Tr
Recent Activity
Decreased -3.35%
4.3%
$15.941M
27,637 shares@ $576.82 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 8.84%
4.19%
$15.519M
297,689 shares@ $52.13 avg price
IJHIshares Tr
Recent Activity
Increased 2.23%
4.18%
$15.475M
248,309 shares@ $62.33 avg price
VOOVanguard Index Fds
Recent Activity
Increased 174.42%
4.15%
$15.378M
29,143 shares@ $527.67 avg price
IEFAIshares Tr
Recent Activity
Increased 0.05%
3.79%
$14.029M
179,743 shares@ $78.05 avg price
CASYCaseys Gen Stores Inc
Recent Activity
New Position
3.31%
$12.251M
32,608 shares@ $375.72 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 0.68%
3.25%
$12.042M
67,213 shares@ $179.17 avg price