Holdings
Evernest Financial Advisors, LLC
As of Jun 30, 2026, Evernest Financial Advisors, LLC reported 100 positions worth US$163M. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 64,421 | US$32.2M | −40 | Jun 30, 2026 |
| Microsoft Corp. | 49,949 | US$18.6M | −445 | Jun 30, 2026 |
| Apple Inc | 53,254 | US$15.4M | −81,868 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 24,370 | US$8.71M | −522 | Jun 30, 2026 |
| Eli Lilly And Company | 4,640 | US$5.56M | +168 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 3,745 | US$3.79M | +15 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,539 | US$3.77M | −164 | Jun 30, 2026 |
| Walmart Inc. | 29,279 | US$3.32M | −270 | Jun 30, 2026 |
| Johnson & Johnson | 10,172 | US$2.58M | +112 | Jun 30, 2026 |
| Nvidia Corporation | 12,270 | US$2.46M | −379 | Jun 30, 2026 |