Evernest Financial Advisors, LLC Top Holdings and 13F Report (2024) About Evernest Financial Advisors, LLCInvestment ActivityEvernest Financial Advisors, LLC has $370.97 million in total holdings as of September 30, 2024.Evernest Financial Advisors, LLC owns shares of 162 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 38.61% of the portfolio was purchased this quarter.About 2.24% of the portfolio was sold this quarter.This quarter, Evernest Financial Advisors, LLC has purchased 128 new stocks and bought additional shares in 52 stocks.Evernest Financial Advisors, LLC sold shares of 64 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $35,263,402Berkshire Hathaway $34,500,169Microsoft $23,137,177iShares Core S&P 500 ETF $15,941,327SPDR Gold MiniShares Trust $15,518,523 Largest New Holdings this Quarter Casey's General Stores $12,251,174 HoldingFidelity Fundamental Small-Mid Cap ETF $7,145,792 HoldingJPMorgan Ultra-Short Municipal ETF $3,452,408 HoldingBall $2,517,988 HoldingCAPITAL GROUP CONSERVATIVE E $2,497,063 Holding Largest Purchases this Quarter Berkshire Hathaway 70,757 shares (about $32.57M)Apple 113,406 shares (about $26.42M)Microsoft 42,778 shares (about $18.41M)Casey's General Stores 32,608 shares (about $12.25M)Vanguard S&P 500 ETF 18,523 shares (about $9.77M) Largest Sales this Quarter NVIDIA 21,578 shares (about $2.62M)SPDR Portfolio S&P 500 ETF 12,837 shares (about $866.60K)iShares Core S&P 500 ETF 960 shares (about $553.74K)Analog Devices 1,259 shares (about $289.76K)Energy Select Sector SPDR Fund 3,207 shares (about $281.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvernest Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$35,263,402$26,423,611 ▲298.9%151,3459.5%Computer and TechnologyBRK.BBerkshire Hathaway$34,500,169$32,566,617 ▲1,684.3%74,9589.3%FinanceMSFTMicrosoft$23,137,177$18,407,330 ▲389.2%53,7706.2%Computer and TechnologyIVViShares Core S&P 500 ETF$15,941,327$553,739 ▼-3.4%27,6374.3%ETFGLDMSPDR Gold MiniShares Trust$15,518,523$1,259,721 ▲8.8%297,6894.2%FinanceIJHiShares Core S&P Mid-Cap ETF$15,474,631$336,965 ▲2.2%248,3094.2%ETFVOOVanguard S&P 500 ETF$15,377,648$9,773,880 ▲174.4%29,1434.1%ETFIEFAiShares Core MSCI EAFE ETF$14,028,933$6,088 ▲0.0%179,7433.8%ETFCASYCasey's General Stores$12,251,174$12,251,174 ▲New Holding32,6083.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$12,041,895$80,980 ▲0.7%67,2133.2%ETFIJRiShares Core S&P Small-Cap ETF$11,284,845$540,353 ▲5.0%96,4853.0%ETFDXJWisdomTree Japan Hedged Equity Fund$9,812,968$74,094 ▼-0.7%92,5752.6%FinanceFSMOFidelity Fundamental Small-Mid Cap ETF$7,145,792$7,145,792 ▲New Holding260,4151.9%ETFDOLWisdomTree International LargeCap Dividend Fund$4,856,246$89,314 ▲1.9%89,9871.3%FinanceSPYSPDR S&P 500 ETF Trust$4,789,574$210,562 ▼-4.2%8,3481.3%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$4,778,980$331,301 ▲7.4%95,1611.3%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$4,778,970$195,067 ▲4.3%176,9331.3%ETFNVDANVIDIA$4,525,120$2,620,445 ▼-36.7%37,2621.2%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,304,817$7,655 ▼-0.2%51,7341.2%ManufacturingLLYEli Lilly and Company$4,098,079$83,273 ▼-2.0%4,6261.1%MedicalWMTWalmart$3,958,360$2,576,810 ▲186.5%49,0201.1%Retail/WholesaleJMSTJPMorgan Ultra-Short Municipal ETF$3,452,408$3,452,408 ▲New Holding67,7740.9%ETFVTWOVanguard Russell 2000 ETF$2,906,314$1,260,141 ▲76.5%32,5240.8%ETFRSPNInvesco S&P 500 Equal Weight Industrials ETF$2,672,360$267,881 ▼-9.1%52,1840.7%ETFBALLBall$2,517,988$2,517,988 ▲New Holding37,0780.7%Industrial ProductsCAPITAL GROUP CONSERVATIVE E$2,497,063$2,497,063 ▲New Holding91,6190.7%SHSMCDMcDonald's$2,153,096$291,708 ▲15.7%7,0710.6%Retail/WholesaleUNHUnitedHealth Group$2,005,870$49,109 ▼-2.4%3,4310.5%MedicalGOOGLAlphabet$1,996,206$76,292 ▲4.0%12,0360.5%Computer and TechnologyVOVanguard Mid-Cap ETF$1,912,092$898,132 ▲88.6%7,2470.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,798,951$347,456 ▲23.9%17,7640.5%FinanceMAMastercard$1,772,335$25,185 ▲1.4%3,5890.5%Business ServicesHDHome Depot$1,757,227$391,800 ▲28.7%4,3370.5%Retail/WholesaleGOOGAlphabet$1,654,915$19,729 ▼-1.2%9,8980.4%Computer and TechnologyRSPGInvesco S&P 500 Equal Weight Energy ETF$1,625,977$120,937 ▼-6.9%21,2160.4%ETFXOMExxon Mobil$1,613,424$602,397 ▲59.6%13,7640.4%Oils/EnergyEWJiShares MSCI Japan ETF$1,600,421$1,600,421 ▲New Holding22,3710.4%ETFLMTLockheed Martin$1,594,344$157,271 ▼-9.0%2,7270.4%AerospaceACNAccenture$1,501,883$46,304 ▼-3.0%4,2490.4%Computer and TechnologyIWMiShares Russell 2000 ETF$1,496,538$614,961 ▲69.8%6,7750.4%FinanceCATCaterpillar$1,458,501$41,459 ▼-2.8%3,7290.4%Industrial ProductsIWRiShares Russell Mid-Cap ETF$1,405,5690.0%15,9470.4%ETFQQQInvesco QQQ$1,393,847$7,809 ▲0.6%2,8560.4%FinanceMAMAMama's Creations$1,372,400$1,007,400 ▲276.0%188,0000.4%Consumer StaplesTJXTJX Companies$1,362,683$35,968 ▼-2.6%11,5930.4%Retail/WholesaleDHRDanaher$1,349,317$15,570 ▲1.2%4,8530.4%Multi-Sector ConglomeratesVTVVanguard Value ETF$1,339,581$114,163 ▼-7.9%7,6740.4%ETFMRKMerck & Co., Inc.$1,331,972$30,889 ▲2.4%11,7290.4%MedicalXLEEnergy Select Sector SPDR Fund$1,331,741$281,573 ▼-17.5%15,1680.4%ETFTXNTexas Instruments$1,302,812$22,103 ▼-1.7%6,3070.4%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,256,862$1,256,862 ▲New Holding7,4960.3%ETFJNJJohnson & Johnson$1,228,621$40,679 ▼-3.2%7,5810.3%MedicalKINSKingstone Companies$1,184,010$1,184,010 ▲New Holding129,4000.3%FinanceJPMJPMorgan Chase & Co.$1,151,765$6,748 ▲0.6%5,4620.3%FinanceXLUUtilities Select Sector SPDR Fund$1,141,967$656,407 ▲135.2%14,1370.3%ETFMARMarriott International$1,133,610$18,396 ▼-1.6%4,5600.3%Consumer DiscretionarySYKStryker$1,131,470$15,173 ▼-1.3%3,1320.3%MedicalVIGVanguard Dividend Appreciation ETF$1,117,673$3,565 ▲0.3%5,6430.3%ETFPGProcter & Gamble$1,108,287$49,015 ▼-4.2%6,3990.3%Consumer StaplesCOSTCostco Wholesale$1,079,088$33,694 ▼-3.0%1,2170.3%Retail/WholesaleGSThe Goldman Sachs Group$1,068,538$32,185 ▼-2.9%2,1580.3%FinanceKOCoca-Cola$1,038,292$47,355 ▲4.8%14,4490.3%Consumer StaplesSUBiShares Short-Term National Muni Bond ETF$1,006,511$43,646 ▲4.5%9,4780.3%ETFODFLOld Dominion Freight Line$1,005,152$1,005,152 ▲New Holding5,0600.3%TransportationAVGOBroadcom$954,029$923,499 ▲3,024.9%5,5310.3%Computer and TechnologyVVisa$949,110$825 ▼-0.1%3,4520.3%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$926,447$35,375 ▲4.0%18,1230.2%ETFLOWLowe's Companies$914,572$47,394 ▼-4.9%3,3770.2%Retail/WholesaleQCOMQUALCOMM$900,579$3,571 ▲0.4%5,2960.2%Computer and TechnologyMETAMeta Platforms$883,379$105,341 ▲13.5%1,5430.2%Computer and TechnologyMPTIM-tron Industries$865,068$865,068 ▲New Holding20,7500.2%ConstructionAMGNAmgen$858,075$31,900 ▲3.9%2,6630.2%MedicalAMZNAmazon.com$857,586$40,429 ▼-4.5%4,6030.2%Retail/WholesalePEPPepsiCo$840,047$221,065 ▲35.7%4,9400.2%Consumer StaplesDGROiShares Core Dividend Growth ETF$814,4680.0%12,9920.2%ETFSPHQInvesco S&P 500 Quality ETF$810,6040.0%12,0500.2%ETFADIAnalog Devices$787,356$289,764 ▼-26.9%3,4210.2%Computer and TechnologyHELEHelen of Troy$775,042$775,042 ▲New Holding12,5310.2%Consumer StaplesRTXRTX$773,813$727 ▼-0.1%6,3870.2%AerospaceDDDuPont de Nemours$773,653$773,653 ▲New Holding8,6820.2%Basic MaterialsHONHoneywell International$762,864$70,685 ▼-8.5%3,6910.2%Multi-Sector ConglomeratesMCHPMicrochip Technology$747,984$36,371 ▼-4.6%9,3160.2%Computer and TechnologyMEARiShares Short Maturity Municipal Bond Active ETF$730,926$14,189 ▲2.0%14,5270.2%ETFVBVanguard Small-Cap ETF$713,644$115,303 ▲19.3%3,0080.2%ETFADPAutomatic Data Processing$689,239$17,985 ▼-2.5%2,4910.2%Business ServicesBACBank of America$686,313$397 ▼-0.1%17,2960.2%FinanceRSGRepublic Services$685,719$51,419 ▼-7.0%3,4140.2%Business ServicesABACUS LIFE INC$681,076$681,076 ▲New Holding67,3000.2%CL AABTAbbott Laboratories$677,854$41,269 ▼-5.7%5,9460.2%MedicalCSCOCisco Systems$655,985$133,155 ▼-16.9%12,3260.2%Computer and TechnologyDOWDOW$655,033$655,033 ▲New Holding11,9900.2%Basic MaterialsITWIllinois Tool Works$651,062$8,649 ▼-1.3%2,4840.2%Industrial ProductsXLIIndustrial Select Sector SPDR Fund$633,753$40,092 ▼-5.9%4,6790.2%ETFTRVTravelers Companies$614,781$9,365 ▼-1.5%2,6260.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$610,283$610,283 ▲New Holding1,0710.2%ETFCTVACorteva$602,186$602,186 ▲New Holding10,2430.2%Consumer StaplesSPLGSPDR Portfolio S&P 500 ETF$596,435$866,603 ▼-59.2%8,8350.2%ETFSCHXSchwab US Large-Cap ETF$595,069$2,036 ▲0.3%8,7700.2%ETFAONAON$589,913$51,899 ▲9.6%1,7050.2%FinanceSCHASchwab US Small-Cap ETF$568,776$156,975 ▲38.1%11,0440.2%ETFShowing largest 100 holdings. 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