Evernest Financial Advisors, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 21, 2024
Value $: $371M
Signature - Title: Sarah Schmidt - Consultant
Location: Carmel, IN
Summary: This page shows a list of all the recent 13F filings made by Evernest Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evernest Financial Advisors, LLC reported 162 stock holdings with total value $371M as of Q3 2024. Top holdings included AAPL, BRKB, MSFT, IVV, and GLDM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	162	$371M	+$143M	-$8.3M	+$135M	AAPL, BRKB, MSFT, IVV, GLDM	13F-HR	10/21/2024, 04:38 PM
Q2 2024	128	$223M	+$12.9M	-$2.73M	+$10.1M	IVV, IJH, IEFA, GLDM, RSP	13F-HR	8/7/2024, 03:43 PM
Q1 2024	125	$211M	+$32M	-$16M	+$16M	IVV, IJH, GLDM, IEFA, RSP	13F-HR	5/10/2024, 10:25 AM
Q4 2023	122	$197M	$0	$0		IJH, IEFA, GLDM, RSP, IVV	13F-HR	5/10/2024, 11:13 AM
Q4 2021	116	$135M	$0	$0		IJH, IEFA, GLDM, RSP, IVV	13F-HR	2/13/2024, 05:01 PM