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Home > Institutional Investor > Evernest Financial Advisors, Llc > Profile

Instuitional Investor - Evernest Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Evernest Financial Advisors, Llc
Portfolio Value $385,504,851
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 149,802 $37,513,530 9.73%
2.
Berkshire Hathaway Inc
 BRK.A 74,986 $33,989,654 8.81%
3.
Microsoft Corp
 MSFT 53,706 $22,637,093 5.87%
4.
World Gold Tr
 343,392 $17,852,953 4.63%
5.
Ishares Trust
 IEF 27,150 $15,982,720 4.14%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)