0002009530-24-000009.txt : 20241021
0002009530-24-000009.hdr.sgml : 20241021
20241021163845
ACCESSION NUMBER: 0002009530-24-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241021
DATE AS OF CHANGE: 20241021
EFFECTIVENESS DATE: 20241021
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Evernest Financial Advisors, LLC
CENTRAL INDEX KEY: 0002009530
ORGANIZATION NAME:
IRS NUMBER: 881131554
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23795
FILM NUMBER: 241383867
BUSINESS ADDRESS:
STREET 1: 75 EXECUTIVE DRIVE, SUITE B
CITY: CARMEL
STATE: IN
ZIP: 46032
BUSINESS PHONE: 3175561015
MAIL ADDRESS:
STREET 1: 75 EXECUTIVE DRIVE, SUITE B
CITY: CARMEL
STATE: IN
ZIP: 46032
13F-HR
1
primary_doc.xml
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0002009530
XXXXXXXX
09-30-2024
09-30-2024
Evernest Financial Advisors, LLC
75 EXECUTIVE DRIVE, SUITE B
CARMEL
IN
46032
13F HOLDINGS REPORT
028-23795
000328161
801-128908
N
Sarah Schmidt
Consultant
8592034734
Sarah Schmidt
Covington
KY
10-21-2024
0
162
370971650
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INFORMATION TABLE
2
everq324.xml
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COM
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SOLE
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ABBVIE INC
COM
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SOLE
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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SOLE
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ADOBE INC
COM
00724F101
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858
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SOLE
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ALPHABET INC
CAP STK CL C
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ALPHABET INC
CAP STK CL A
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2864
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ALTRIA GROUP INC
COM
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AMAZON COM INC
COM
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AMERICAN TOWER CORP NEW
COM
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AMGEN INC
COM
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ANALOG DEVICES INC
COM
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APPLE INC
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COM
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COM
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COMCAST CORP NEW
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CORTEVA INC
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DANAHER CORPORATION
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COM
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EXXON MOBIL CORP
COM
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COM
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HELEN OF TROY LTD
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COM
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COM
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COM
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LOWES COS INC
COM
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COM
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COM
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CL A
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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WISDOMTREE TR
JAPN HEDGE EQT
97717W851
9812968
92575
SH
SOLE
0
22255
0
70321
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
4778980
95161
SH
SOLE
0
19540
0
75621
WISDOMTREE TR
US QTLY DIV GRT
97717X669
4304817
51734
SH
SOLE
0
6834
0
44901
WORLD GOLD TR
SPDR GLD MINIS
98149E303
15518523
297689
SH
SOLE
0
76414
0
221275
XTANT MED HLDGS INC
COM NEW
98420P308
27040
40000
SH
SOLE
0
40000
0
0
ZSCALER INC
COM
98980G102
222222
1300
SH
SOLE
0
0
0
1300