Evernest Financial Advisors, LLC

13F filer, CIK 2009530, CARMEL, IN

Evernest Financial Advisors, LLC reported $370,971,650 across 162 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-21. Its ten largest share positions make up 52.17% of the portfolio.

Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0002009530-24-000009

Period: 2024-09-30
Reported value: $371M
Holdings: 162
Top 10 weight: 52.17%
New: 38
Sold out: 4

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BRK-Badded	+70,757	$32.6M
AAPLadded	+113,406	$26.4M
MSFTadded	+42,778	$18.4M
CASYnew	+32,608	$12.3M
VOOadded	+18,523	$9.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NVDAreduced	-21,578	-$2.62M
SPYMreduced	-12,837	-$867K
IVVreduced	-960	-$554K
DGexited	-2,255	-$298K
ADIreduced	-1,259	-$290K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0002009530-24-000009, largest first. % of portfolio is the value over $370,971,650, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	151,345	$35.3M	9.51%	+113,406	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	74,958	$34.5M	9.3%	+70,757	Timeline
MSFTMICROSOFT CORP	53,770	$23.1M	6.24%	+42,778	Timeline
IVVISHARES TR	27,637	$15.9M	4.3%	-960	Timeline
GLDMWORLD GOLD TR	297,689	$15.5M	4.18%	+24,165	Timeline
IJHISHARES TR	248,309	$15.5M	4.17%	+5,407	Timeline
VOOVANGUARD INDEX FDS	29,143	$15.4M	4.15%	+18,523	Timeline
IEFAISHARES TR	179,743	$14M	3.78%	+78	Timeline
CASYCASEYS GEN STORES INC	32,608	$12.3M	3.3%	new	Timeline
RSPINVESCO EXCHANGE TRADED FD T	67,213	$12M	3.25%	+452	Timeline
IJRISHARES TR	96,485	$11.3M	3.04%	+4,620	Timeline
DXJWISDOMTREE TR	92,575	$9.81M	2.65%	-699	Timeline
FFSMFIDELITY COVINGTON TRUST	260,415	$7.15M	1.93%	new	Timeline
DOLWISDOMTREE TR	89,987	$4.86M	1.31%	+1,655	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	8,348	$4.79M	1.29%	-367	Timeline
USFRWISDOMTREE TR	95,161	$4.78M	1.29%	+6,597	Timeline
DFAXDIMENSIONAL ETF TRUST	176,933	$4.78M	1.29%	+7,222	Timeline
NVDANVIDIA CORPORATION	37,262	$4.53M	1.22%	-21,578	Timeline
DGRWWISDOMTREE TR	51,734	$4.3M	1.16%	-92	Timeline
LLYELI LILLY & CO	4,626	$4.1M	1.1%	-94	Timeline
WMTWALMART INC	49,020	$3.96M	1.07%	+31,911	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	67,774	$3.45M	0.93%	new	Timeline
VTWOVANGUARD SCOTTSDALE FDS	32,524	$2.91M	0.78%	+14,102	Timeline
RSPNINVESCO EXCHANGE TRADED FD T	52,184	$2.67M	0.72%	-5,231	Timeline
BALLBALL CORP	37,078	$2.52M	0.68%	new	Timeline
CGCVCAPITAL GROUP CONSERVATIVE E	91,619	$2.5M	0.67%	new	Timeline
MCDMCDONALDS CORP	7,071	$2.15M	0.58%	+958	Timeline
UNHUNITEDHEALTH GROUP INC	3,431	$2.01M	0.54%	-84	Timeline
GOOGLALPHABET INC	12,036	$2M	0.54%	+460	Timeline
VOVANGUARD INDEX FDS	7,247	$1.91M	0.52%	+3,404	Timeline
AGGISHARES TR	17,764	$1.8M	0.48%	+3,431	Timeline
MAMASTERCARD INCORPORATED	3,589	$1.77M	0.48%	+51	Timeline
HDHOME DEPOT INC	4,337	$1.76M	0.47%	+967	Timeline
GOOGALPHABET INC	9,898	$1.65M	0.45%	-118	Timeline
RSPGINVESCO EXCHANGE TRADED FD T	21,216	$1.63M	0.44%	-1,578	Timeline
XOMEXXON MOBIL CORP	13,764	$1.61M	0.43%	+5,139	Timeline
EWJISHARES INC	22,371	$1.6M	0.43%	new	Timeline
LMTLOCKHEED MARTIN CORP	2,727	$1.59M	0.43%	-269	Timeline
ACNACCENTURE PLC IRELAND	4,249	$1.5M	0.4%	-131	Timeline
IWMISHARES TR	6,775	$1.5M	0.4%	+2,784	Timeline
CATCATERPILLAR INC	3,729	$1.46M	0.39%	-106	Timeline
IWRISHARES TR	15,947	$1.41M	0.38%	0	Timeline
QQQINVESCO QQQ TR	2,856	$1.39M	0.38%	+16	Timeline
MAMAMAMAS CREATIONS INC	188,000	$1.37M	0.37%	+138,000	Timeline
TJXTJX COS INC NEW	11,593	$1.36M	0.37%	-306	Timeline
DHRDANAHER CORP DEL	4,853	$1.35M	0.36%	+56	Timeline
VTVVANGUARD INDEX FDS	7,674	$1.34M	0.36%	-654	Timeline
MRKMERCK & CO INC	11,729	$1.33M	0.36%	+272	Timeline
XLESELECT SECTOR SPDR TR	15,168	$1.33M	0.36%	-3,207	Timeline
TXNTEXAS INSTRS INC	6,307	$1.3M	0.35%	-107	Timeline
VOEVANGUARD INDEX FDS	7,496	$1.26M	0.34%	new	Timeline
JNJJOHNSON & JOHNSON	7,581	$1.23M	0.33%	-251	Timeline
KINSKINGSTONE COS INC	129,400	$1.18M	0.32%	new	Timeline
JPMJPMORGAN CHASE & CO	5,462	$1.15M	0.31%	+32	Timeline
XLUSELECT SECTOR SPDR TR	14,137	$1.14M	0.31%	+8,126	Timeline
MARMARRIOTT INTL INC NEW	4,560	$1.13M	0.31%	-74	Timeline
SYKSTRYKER CORPORATION	3,132	$1.13M	0.31%	-42	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,643	$1.12M	0.3%	+18	Timeline
PGPROCTER & GAMBLE CO	6,399	$1.11M	0.3%	-283	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,217	$1.08M	0.29%	-38	Timeline
GSGOLDMAN SACHS GROUP INC	2,158	$1.07M	0.29%	-65	Timeline
KOCOCA COLA CO	14,449	$1.04M	0.28%	+659	Timeline
SUBISHARES TR	9,478	$1.01M	0.27%	+411	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	5,060	$1.01M	0.27%	new	Timeline
AVGOBROADCOM INC	5,531	$954K	0.26%	+5,354	Timeline
VVISA INC	3,452	$949K	0.26%	-3	Timeline
VTEBVANGUARD MUN BD FDS	18,123	$926K	0.25%	+692	Timeline
LOWLOWES COS INC	3,377	$915K	0.25%	-175	Timeline
QCOMQUALCOMM INC	5,296	$901K	0.24%	+21	Timeline
METAMETA PLATFORMS INC	1,543	$883K	0.24%	+184	Timeline
MPTIM-TRON INDS INC	20,750	$865K	0.23%	new	Timeline
AMGNAMGEN INC	2,663	$858K	0.23%	+99	Timeline
AMZNAMAZON COM INC	4,603	$858K	0.23%	-217	Timeline
PEPPEPSICO INC	4,940	$840K	0.23%	+1,300	Timeline
DGROISHARES TR	12,992	$814K	0.22%	0	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	12,050	$811K	0.22%	0	Timeline
ADIANALOG DEVICES INC	3,421	$787K	0.21%	-1,259	Timeline
HELEHELEN OF TROY LTD	12,531	$775K	0.21%	new	Timeline
RTXRTX CORPORATION	6,387	$774K	0.21%	-6	Timeline
DDDUPONT DE NEMOURS INC	8,682	$774K	0.21%	new	Timeline
HONHONEYWELL INTL INC	3,691	$763K	0.21%	-342	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	9,316	$748K	0.2%	-453	Timeline
MEARISHARES U S ETF TR	14,527	$731K	0.2%	+282	Timeline
VBVANGUARD INDEX FDS	3,008	$714K	0.19%	+486	Timeline
ADPAUTOMATIC DATA PROCESSING IN	2,491	$689K	0.19%	-65	Timeline
BACBANK OF AMER CORP	17,296	$686K	0.19%	-10	Timeline
RSGREPUBLIC SVCS INC	3,414	$686K	0.18%	-256	Timeline
ABXABACUS GLOBAL MGMT INC	67,300	$681K	0.18%	new	Timeline
ABTABBOTT LABORATORIES	5,946	$678K	0.18%	-362	Timeline
CSCOCISCO SYS INC	12,326	$656K	0.18%	-2,502	Timeline
DOWDOW HLDGS INC	11,990	$655K	0.18%	new	Timeline
ITWILLINOIS TOOL WKS INC	2,484	$651K	0.18%	-33	Timeline
XLISELECT SECTOR SPDR TR	4,679	$634K	0.17%	-296	Timeline
TRVTRAVELERS COMPANIES INC	2,626	$615K	0.17%	-40	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,071	$610K	0.16%	new	Timeline
CTVACORTEVA INC	10,243	$602K	0.16%	new	Timeline
SPYMSPDR SERIES TRUST	8,835	$596K	0.16%	-12,837	Timeline
SCHXSCHWAB STRATEGIC TR	8,770	$595K	0.16%	+30	Timeline
AONAON PLC	1,705	$590K	0.16%	+150	Timeline
SCHASCHWAB STRATEGIC TR	11,044	$569K	0.15%	+3,048	Timeline
XLBSELECT SECTOR SPDR TR	5,717	$551K	0.15%	-251	Timeline
BLACKROCK INCBLACKROCK INC	577	$548K	0.15%	+3
GABGABELLI EQUITY TR INC	99,398	$546K	0.15%	+2,663	Timeline
MSMORGAN STANLEY	4,967	$518K	0.14%	-80	Timeline
MRSHMARSH & MCLENNAN COS INC	2,231	$498K	0.13%	+158	Timeline
CVXCHEVRON CORPORATION	3,299	$486K	0.13%	-808	Timeline
SCHMSCHWAB STRATEGIC TR	5,832	$485K	0.13%	+41	Timeline
SBUXSTARBUCKS CORP	4,894	$477K	0.13%	-1,369	Timeline
VUGVANGUARD INDEX FDS	1,158	$445K	0.12%	-99	Timeline
ADBEADOBE INC	858	$444K	0.12%	-33	Timeline
TDVGT ROWE PRICE EXCHANGE-TRADED	9,930	$407K	0.11%	-2,733	Timeline
XLKSELECT SECTOR SPDR TR	1,793	$405K	0.11%	+197	Timeline
DISDISNEY WALT CO	4,101	$394K	0.11%	-822	Timeline
PPSIPIONEER PWR SOLUTIONS INC	82,000	$385K	0.1%	new	Timeline
AMTAMERICAN TOWER CORP	1,591	$370K	0.1%	+1	Timeline
NOCNORTHROP GRUMMAN CORP	694	$366K	0.1%	-12	Timeline
NKENIKE INC	4,004	$354K	0.1%	-418	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	2,170	$349K	0.09%	-2	Timeline
PANWPALO ALTO NETWORKS INC	1,019	$348K	0.09%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,526	$337K	0.09%	-21	Timeline
IVOOVANGUARD ADMIRAL FDS INC	3,191	$337K	0.09%	new	Timeline
CEGCONSTELLATION ENERGY CORP	1,265	$329K	0.09%	new	Timeline
VZVERIZON COMMUNICATIONS INC	7,245	$325K	0.09%	-467	Timeline
CBRECBRE GROUP INC	2,603	$324K	0.09%	0	Timeline
EWCZEUROPEAN WAX CTR INC	46,963	$319K	0.09%	0	Timeline
XMESPDR SERIES TRUST	4,998	$318K	0.09%	-96	Timeline
VEAVANGUARD TAX-MANAGED FDS	6,023	$318K	0.09%	-177	Timeline
EFAISHARES TR	3,756	$314K	0.08%	0	Timeline
VWOVANGUARD INTL EQUITY INDEX F	6,535	$313K	0.08%	+14	Timeline
CRMSALESFORCE INC	1,135	$311K	0.08%	-32	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	501	$310K	0.08%	-65	Timeline
CLCOLGATE PALMOLIVE CO	2,760	$286K	0.08%	-225	Timeline
ITOTISHARES TR	2,267	$285K	0.08%	-733	Timeline
CMCSACOMCAST CORP NEW	6,690	$279K	0.08%	-106	Timeline
BDXBECTON DICKINSON & CO	1,157	$279K	0.08%	-34	Timeline
EEMISHARES TR	5,923	$272K	0.07%	0	Timeline
ABBVABBVIE INC	1,352	$267K	0.07%	new	Timeline
CLMCORNERSTONE STRATEGIC INVEST	34,251	$263K	0.07%	+20,167	Timeline
MOALTRIA GROUP INC	5,110	$261K	0.07%	new	Timeline
QRHCQUEST RESOURCE HLDG CORP	32,618	$260K	0.07%	new	Timeline
TMDXTRANSMEDICS GROUP INC	1,650	$259K	0.07%	new	Timeline
SPLVINVESCO EXCH TRADED FD TR II	3,424	$246K	0.07%	+15	Timeline
ICLRICON PUB LTD CO	854	$245K	0.07%	0	Timeline
PGRPROGRESSIVE CORP	932	$237K	0.06%	new	Timeline
PHPARKER-HANNIFIN CORP	370	$234K	0.06%	new	Timeline
VBRVANGUARD INDEX FDS	1,155	$232K	0.06%	new	Timeline
XLCSELECT SECTOR SPDR TR	2,500	$226K	0.06%	new	Timeline
WFCWELLS FARGO & CO	3,944	$223K	0.06%	-43	Timeline
ZSZSCALER INC	1,300	$222K	0.06%	new	Timeline
GDGENERAL DYNAMICS CORP	687	$208K	0.06%	-4	Timeline
VTWVVANGUARD SCOTTSDALE FDS	1,400	$206K	0.06%	-300	Timeline
IWFISHARES TR	545	$205K	0.06%	new	Timeline
GISGENERAL MILLS INC	2,725	$201K	0.05%	-898	Timeline
XLYSELECT SECTOR SPDR TR	1,000	$200K	0.05%	new	Timeline
FEIMFREQUENCY ELECTRS INC	10,246	$124K	0.03%	new	Timeline
VTSIVIRTRA INC	17,185	$107K	0.03%	new	Timeline
GLOCLOUGH GLOBAL OPPORTUNITIES	17,768	$96.8K	0.03%	+470	Timeline
LFMDLIFEMD INC	17,000	$89.1K	0.02%	new	Timeline
MYOMYOMO INC	17,500	$70.2K	0.02%	new	Timeline
ABACUS GLOBAL MGMT INCABACUS GLOBAL MGMT INC	35,000	$59.5K	0.02%	new
MAMOMASSIMO GROUP	11,061	$41.5K	0.01%	new	Timeline
XTNTXTANT MED HLDGS INC	40,000	$27K	0.01%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
DGDOLLAR GEN CORP	2,255	$298K	shares
UNPUNION PAC CORP	1,213	$275K	shares
COPCONOCOPHILLIPS	1,761	$201K	shares
VMDVIEMED HEALTHCARE INC	10,000	$65.5K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002009530-24-000009	base		2024-10-21	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC