Long-term investor
Evernest Financial Advisors, LLC @evernestfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009530).
Record
- Tracked since 2025-06-30 (446 days), 124 trades recorded
- Returns: week n/a · month n/a · 90 days +3.4% · 6 months n/a · 1 year +21.3% · all +21.3%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R853 · 7.2% · long · since 2025-06-30
- BRK-B · 6.7% · long · since 2025-06-30
- 46137V357 · 5.5% · long · since 2025-06-30
- 464287507 · 5.1% · long · since 2025-06-30
- GLDM · 4.6% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- 31609A404 · 3.9% · long · since 2025-06-30
- 14064D550 · 3.7% · long · since 2025-09-30
- AAPL · 3.2% · long · since 2025-06-30
- 464287200 · 3.1% · long · since 2025-06-30
- 09290C103 · 3.0% · long · since 2025-09-30
- 97717W851 · 2.4% · long · since 2025-06-30