Evernest Financial Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EF Evernest Financial Advisors, LLC | Institutional Filer | ▲ 0.90% | $481.4M | 180 |
Current Portfolio Holdings
Showing all 180 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 135K | $36.2M | 7.51% |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 64K | $30.5M | 6.33% |
| 3 | SPSM | SPDR SERIES TRUST | — | 562K | $29.8M | 6.20% |
| 4 | GLDM | WORLD GOLD TR | — | 280K | $25.9M | 5.38% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | — | 114K | $23.0M | 4.78% |
| 6 | IJH | ISHARES TR | — | 313K | $22.8M | 4.73% |
| 7 | MSFT | Microsoft Corporation | Technology | 50K | $21.4M | 4.45% |
| 8 | FENI | FIDELITY COVINGTON TRUST | — | 429K | $16.7M | 3.47% |
| 9 | TACK | CAPITOL SER TR | — | 542K | $16.6M | 3.45% |
| 10 | IVV | ISHARES TR | — | 21K | $15.2M | 3.17% |
| 11 | DYNF | BLACKROCK ETF TRUST | — | 193K | $12.4M | 2.57% |
| 12 | CGIE | CAPITAL GROUP INTERNATIONAL | — | 341K | $12.0M | 2.50% |
| 13 | IEFA | ISHARES TR | — | 112K | $10.6M | 2.21% |
| 14 | VOO | VANGUARD INDEX FDS | — | 16K | $10.3M | 2.15% |
| 15 | DXJ | WISDOMTREE TR | — | 63K | $10.2M | 2.11% |
Showing 1 to 15 of 180 holdings