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  Name: Evernest Financial Advisors LLC
  City: CARMEL
  State: IN
  Zip: 46032
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,285,000
  Total Value Change : $14,167,000
  Securities Held Change : 3
   
All Securities Held : 125
  New Positions : 11
  Closed Positions : 9
  Increased Positions : 53
  Unchanged Positions : 4
  Decreased Positions : 57

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 130 Closed $77.95 $0 0 0% -228,000 -2,734 0    Closed - End Fund - E...
   (SYY)1 Year Chart         SYY SYSCO Corp 129 Closed $72.68 $0 0 0% -539,000 -7,373 0    Food Wholesale
   (UPS)1 Year Chart         UPS United Parcel Service Inc 128 Closed $134.20 $0 0 0% -495,000 -3,151 0    AirDelivery & Freight...
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 134 Closed $0.00 $0 0 0% -210,000 -4,147 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 127 Closed $59.05 $0 0 0% -269,000 -5,459 0    Domestic Money Center...
   (GIS)1 Year Chart         GIS General Mills Inc 133 Closed $66.66 $0 0 0% -611,000 -9,376 0    Food - Major Diversified
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 126 Closed $0.00 $0 0 0% -224,000 -4,080 0    N/A
   (BA)1 Year Chart         BA Boeing Co 132 Closed $174.99 $0 0 0% -344,000 -1,321 0    Aerospace/Defense - M...
   (ROVR)1 Year Chart         ROVR Rover Group Ord Shs Class A 131 Closed $10.99 $0 0 0% -1,154,000 -106,064 0    N/A

      9 Records Found
  1    
Page 1 of 1
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