Evernest Financial Advisors

Evernest Financial Advisors as of March 31, 2025

Portfolio Holdings for Evernest Financial Advisors

Evernest Financial Advisors holds 148 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
World Gold Tr Spdr Gld Minis (GLDM) 8.2 $23M 371k 61.89
Ishares Tr Core S&p500 Etf (IVV) 5.6 $16M 28k 561.89
Ishares Tr Core S&p Mcp Etf (IJH) 5.4 $15M 257k 58.35
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.8 $13M 77k 173.23
Wisdomtree Tr Japn Hedge Eqt (DXJ) 3.7 $10M 93k 110.18
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $10M 97k 104.57
Fidelity Covington Trust Fundamental Smal (FFSM) 3.6 $10M 395k 25.24
Ishares Tr Core Msci Eafe (IEFA) 3.0 $8.3M 110k 75.65
Apple (AAPL) 2.9 $8.2M 37k 222.13
Capital Group International SHS (CGIE) 2.7 $7.6M 258k 29.32
NVIDIA Corporation (NVDA) 2.6 $7.1M 66k 108.38
Fidelity Covington Trust Enhanced Intl (FENI) 2.1 $5.9M 198k 29.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $5.4M 10k 513.89
Wisdomtree Tr Floatng Rat Trea (USFR) 1.8 $5.0M 99k 50.33
Wisdomtree Tr Intl Lrgcap Dv (DOL) 1.7 $4.8M 87k 55.07
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.6 $4.5M 57k 79.86
Microsoft Corporation (MSFT) 1.6 $4.5M 12k 375.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $4.3M 7.7k 559.37
Eli Lilly & Co. (LLY) 1.4 $3.9M 4.8k 825.95
Capital Group Conservative E SHS (CGCV) 1.3 $3.5M 129k 27.11
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $3.1M 119k 26.20
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.0 $2.8M 58k 48.93
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.4M 15k 154.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.3M 4.3k 532.58
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $2.1M 21k 98.92
McDonald's Corporation (MCD) 0.7 $2.1M 6.6k 312.38
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.7 $2.0M 24k 81.87
Mastercard Incorporated Cl A (MA) 0.7 $2.0M 3.6k 548.19
UnitedHealth (UNH) 0.7 $1.8M 3.5k 523.70
Kingstone Companies (KINS) 0.6 $1.7M 100k 16.65
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.5M 9.9k 156.24
Goldman Sachs (GS) 0.6 $1.5M 2.8k 546.23
Wal-Mart Stores (WMT) 0.5 $1.5M 17k 87.79
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.5M 22k 68.56
Johnson & Johnson (JNJ) 0.5 $1.5M 9.0k 165.84
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $1.5M 18k 80.65
Stryker Corporation (SYK) 0.5 $1.5M 3.9k 372.26
TJX Companies (TJX) 0.5 $1.4M 12k 121.80
JPMorgan Chase & Co. (JPM) 0.5 $1.4M 5.7k 245.29
Amazon (AMZN) 0.5 $1.4M 7.2k 190.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.4M 16k 85.07
Lakeland Industries (LAKE) 0.5 $1.3M 66k 20.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.3M 2.9k 468.93
Meta Platforms Cl A (META) 0.5 $1.3M 2.3k 576.31
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.3M 4.2k 312.03
Caterpillar (CAT) 0.5 $1.3M 3.9k 329.82
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.3M 6.5k 199.48
Home Depot (HD) 0.4 $1.3M 3.4k 366.54
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $1.3M 16k 78.85
Procter & Gamble Company (PG) 0.4 $1.2M 7.3k 170.42
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $1.2M 24k 50.85
Abbvie (ABBV) 0.4 $1.2M 5.6k 209.52
Select Sector Spdr Tr Energy (XLE) 0.4 $1.2M 12k 93.45
Broadcom (AVGO) 0.4 $1.1M 6.8k 167.43
Visa Com Cl A (V) 0.4 $1.1M 3.2k 350.45
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.1M 11k 105.60
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.1M 5.7k 193.98
Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 6.3k 172.75
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.2k 945.97
Lockheed Martin Corporation (LMT) 0.4 $1.1M 2.4k 446.78
Marriott Intl Cl A (MAR) 0.4 $1.1M 4.5k 238.22
Texas Instruments Incorporated (TXN) 0.4 $1.1M 5.9k 179.70
Qualcomm (QCOM) 0.4 $1.0M 6.8k 153.61
Danaher Corporation (DHR) 0.4 $1.0M 5.0k 205.00
Mamamancini's Holdings (MAMA) 0.4 $1.0M 155k 6.51
Merck & Co (MRK) 0.4 $995k 11k 89.76
Cisco Systems (CSCO) 0.3 $953k 15k 61.71
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $942k 3.6k 258.65
Amgen (AMGN) 0.3 $935k 3.0k 311.55
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $919k 19k 49.62
Raytheon Technologies Corp (RTX) 0.3 $912k 6.9k 132.45
Altria (MO) 0.3 $907k 15k 60.02
Coca-Cola Company (KO) 0.3 $885k 12k 71.62
Automatic Data Processing (ADP) 0.3 $885k 2.9k 305.49
Republic Services (RSG) 0.3 $848k 3.5k 242.18
Ishares U S Etf Tr Short Maturity M (MEAR) 0.3 $842k 17k 50.24
Bank of America Corporation (BAC) 0.3 $840k 20k 41.73
Travelers Companies (TRV) 0.3 $825k 3.1k 264.46
Chevron Corporation (CVX) 0.3 $808k 4.8k 167.29
Honeywell International (HON) 0.3 $807k 3.8k 211.76
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $799k 12k 66.34
Aon Shs Cl A (AON) 0.3 $797k 2.0k 399.09
Exxon Mobil Corporation (XOM) 0.3 $774k 6.5k 118.93
Lowe's Companies (LOW) 0.3 $762k 3.3k 233.22
Ishares Tr Core Div Grwth (DGRO) 0.3 $729k 12k 61.78
Genasys (GNSS) 0.3 $711k 313k 2.27
Enterprise Products Partners (EPD) 0.2 $683k 20k 34.14
Nexgel (NXGL) 0.2 $670k 225k 2.98
Vanguard Index Fds Small Cp Etf (VB) 0.2 $667k 3.0k 221.79
Valero Energy Corporation (VLO) 0.2 $660k 5.0k 132.07
Abbott Laboratories (ABT) 0.2 $659k 5.0k 132.65
Bos Better Online Solutions Shs New Nis 80 (BOSC) 0.2 $629k 167k 3.78
Analog Devices (ADI) 0.2 $618k 3.1k 201.66
Shell Spon Ads (SHEL) 0.2 $584k 8.0k 73.28
McKesson Corporation (MCK) 0.2 $578k 859.00 672.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $568k 26k 22.08
Morgan Stanley Com New (MS) 0.2 $557k 4.8k 116.67
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $543k 6.3k 85.98
Marsh & McLennan Companies (MMC) 0.2 $531k 2.2k 244.07
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $515k 7.8k 65.76
International Business Machines (IBM) 0.2 $507k 2.0k 248.66
Illinois Tool Works (ITW) 0.2 $488k 2.0k 248.00
Select Sector Spdr Tr Indl (XLI) 0.2 $483k 3.7k 131.05
Pepsi (PEP) 0.2 $476k 3.2k 149.96
Starbucks Corporation (SBUX) 0.2 $472k 4.8k 98.09
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $465k 871.00 533.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $462k 18k 26.20
Wells Fargo & Company (WFC) 0.2 $453k 6.3k 71.79
Blackrock (BLK) 0.2 $448k 473.00 946.72
Listed Fd Tr Roundhill Magnif (MAGS) 0.2 $447k 9.8k 45.86
Avita Therapeutics (RCEL) 0.1 $411k 51k 8.14
Nike CL B (NKE) 0.1 $402k 6.3k 63.48
Branchout Food (BOF) 0.1 $386k 157k 2.46
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $377k 16k 23.43
Walt Disney Company (DIS) 0.1 $374k 3.8k 98.70
Verizon Communications (VZ) 0.1 $368k 8.1k 45.36
Northrop Grumman Corporation (NOC) 0.1 $359k 701.00 511.80
Adobe Systems Incorporated (ADBE) 0.1 $357k 931.00 383.53
Chubb (CB) 0.1 $351k 1.2k 301.88
T Rowe Price Etf Price Div Grwt (TDVG) 0.1 $350k 8.7k 40.40
Rapid Micro Biosystems Class A Com (RPID) 0.1 $347k 131k 2.64
American Tower Reit (AMT) 0.1 $341k 1.6k 217.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $328k 6.4k 50.83
Intercontinental Exchange (ICE) 0.1 $318k 1.8k 172.48
Constellation Energy (CEG) 0.1 $315k 1.6k 201.61
Flexible Solutions International (FSI) 0.1 $310k 61k 5.05
Ishares Tr Msci Eafe Etf (EFA) 0.1 $307k 3.8k 81.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $302k 6.7k 45.26
Cbre Group Cl A (CBRE) 0.1 $300k 2.3k 130.78
salesforce (CRM) 0.1 $297k 1.1k 268.27
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $289k 2.9k 98.70
Colgate-Palmolive Company (CL) 0.1 $278k 3.0k 93.71
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $277k 2.3k 122.01
Linde SHS (LIN) 0.1 $277k 594.00 465.64
Progressive Corporation (PGR) 0.1 $264k 932.00 283.01
Parker-Hannifin Corporation (PH) 0.1 $258k 425.00 607.85
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $258k 3.5k 74.72
CRH Ord (CRH) 0.1 $250k 2.8k 87.97
Vanguard Index Fds Growth Etf (VUG) 0.1 $248k 670.00 370.71
Thermo Fisher Scientific (TMO) 0.1 $245k 492.00 497.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $239k 5.5k 43.70
Select Sector Spdr Tr Technology (XLK) 0.1 $222k 1.1k 206.49
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $217k 5.2k 41.85
Spdr Ser Tr S&p Metals Mng (XME) 0.1 $204k 3.6k 55.99
Gabelli Equity Trust (GAB) 0.1 $202k 37k 5.51
Ishares Gold Tr Ishares New (IAU) 0.1 $202k 3.4k 58.96
European Wax Ctr Class A Com (EWCZ) 0.1 $186k 47k 3.95
Abacus Global Mgmt Cl A (ABL) 0.0 $82k 11k 7.49