Evernest Financial Advisors »

Stran & Company shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Stran & Company (SWAG) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Stran & Company

Tip: Access up to 7 years of quarterly data

All positions including Stran & Company held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stran & Company by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $99k 56k 1.76

More positions owned by Evernest Financial Advisors

Apple (AAPL)
World Gold Tr Spdr Gld Minis (GLDM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group International SHS (CGIE)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Enhanced Intl (FENI)
Fidelity Covington Trust Fundamental Smal (FFSM)
Ishares Tr Core Msci Eafe (IEFA)
Capitol Ser Tr Fairlead Tactica (TACK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Japn Hedge Eqt (DXJ)

View all positions for Evernest Financial Advisors

Top funds holding Stran & Company

Vanguard Group
Mink Brook Asset Management
Renaissance Technologies
Manatuck Hill Partners
Geode Capital Management
Jane Street
Citadel Advisors
BlackRock
State Street Corporation
Evernest Financial Advisors
Commonwealth Equity Services
Northern Trust
XTX Topco
Hrt Financial
Raymond James Financial

View all funds holding Stran & Company