StockDriftsStockDriftsTop 50 Evernest Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.51% | 135.1K | $36.2M | +0.07%(+99) | $247.44(+20.79%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.33% | 64.5K | $30.5M | +0.00%(+0) | $489.67(-0.85%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 6.2% | 562.1K | $29.8M | +40.59%(+162.28K) | $45.61(+15.36%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 5.38% | 279.7K | $25.9M | -12.43%(-39.71K) | $43.86(+111.53%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.78% | 114.1K | $23.0M | +20.21%(+19.18K) | $165.53(+22.59%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.73% | 312.6K | $22.8M | +13.77%(+37.84K) | $55.75(+31.18%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.45% | 50.4K | $21.4M | -1.81%(-929) | $480.98(-15.75%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 3.47% | 429.2K | $16.7M | +22.56%(+79.00K) | $32.25(+24.00%) | 2026-03-31 | |
| TACK | CAPITOL SER TR | 3.45% | 541.5K | $16.6M | +59.16%(+201.28K) | $295.90(-89.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.17% | 21.2K | $15.2M | -3.31%(-725) | $472.55(+57.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.58% | +58.43% |
| Top 20 Holdings Unweighted | +15.15% | +52.67% |
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