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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 $278,622,540
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 371,367 $22,983,907 8.25%
2.
Ishares Trust
 IEF 27,612 $15,514,953 5.57%
3.
Ishares Trust
 IEF 257,227 $15,009,202 5.39%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 76,798 $13,303,739 4.77%
5.
Wisdomtree Trust
 92,803 $10,225,000 3.67%
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)