Evernest Financial Advisors, LLC
Top Portfolio Positions
103 positions ·
$173,462,147 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
135,122 | $34,292,612 | 19.77% | |
| GLDM |
World Gold Trust
|
279,724 | $25,927,617 | 14.95% | |
| MSFT |
Microsoft Corp
Technology
|
50,394 | $18,654,346 | 10.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,619 | $5,605,280 | 3.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,494 | $4,455,454 | 2.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,472 | $4,113,211 | 2.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
29,549 | $3,672,349 | 2.12% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
3,730 | $3,155,542 | 1.82% | |
| CAT |
Caterpillar Inc
Industrials
|
3,703 | $2,623,427 | 1.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
10,060 | $2,459,066 | 1.42% |
Portfolio Trend
Holdings in SWAG
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,150 | 31,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $92,960 | 56,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||