Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $309,036,587
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 396,942 $26,007,644 8.42%
2.
Ishares Trust
 IEF 27,020 $16,776,780 5.43%
3.
Ishares Trust
 IEF 257,361 $15,961,511 5.16%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 80,039 $14,546,283 4.71%
5.
Fidelity Covington Trust
 406,512 $11,053,048 3.58%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)