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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

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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged 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
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 64 - $57.22 $724,000 12,992 0.34% 25,000 0 0.004    N/A
   (EWCZ)1 Year Chart         EWCZ European Wax Center, Inc. 82 - $11.23 $544,000 46,963 0.26% -94,000 0 0.094    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 99 - $117.95 $326,000 3,000 0.15% 10,000 0 0.001    Closed - End Fund - E...
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 116 - $313.33 $246,000 854 0.12% 4,000 0 0.001    Research Services

      4 Records Found
  1    
Page 1 of 1
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