Evernest Financial Advisors

Evernest Financial Advisors as of June 30, 2025

Portfolio Holdings for Evernest Financial Advisors

Evernest Financial Advisors holds 171 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
World Gold Tr Spdr Gld Minis (GLDM) 8.4 $26M 397k 65.52
Ishares Tr Core S&p500 Etf (IVV) 5.4 $17M 27k 620.90
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $16M 257k 62.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.7 $15M 80k 181.74
Fidelity Covington Trust Fundamental Smal (FFSM) 3.6 $11M 407k 27.19
Capital Group International SHS (CGIE) 3.5 $11M 325k 32.92
Ishares Tr Core Msci Eafe (IEFA) 3.1 $9.5M 114k 83.48
Fidelity Covington Trust Enhanced Intl (FENI) 2.7 $8.3M 248k 33.26
Apple (AAPL) 2.5 $7.7M 37k 205.17
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $7.2M 66k 109.29
Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.3 $7.0M 61k 114.27
Microsoft Corporation (MSFT) 2.1 $6.4M 13k 497.42
Capital Group Conservative E SHS (CGCV) 2.0 $6.2M 217k 28.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $5.7M 10k 568.01
Wisdomtree Tr Intl Lrgcap Dv (DOL) 1.8 $5.6M 93k 59.57
Spdr Series Trust Portfolio S&p600 (SPSM) 1.8 $5.5M 129k 42.60
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.7 $5.2M 63k 83.74
Wisdomtree Tr Floatng Rat Trea (USFR) 1.7 $5.2M 104k 50.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $4.7M 7.7k 617.87
Eli Lilly & Co. (LLY) 1.2 $3.8M 4.9k 779.57
Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $3.4M 116k 29.37
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.0 $3.1M 57k 53.53
Alphabet Cap Stk Cl A (GOOGL) 1.0 $3.0M 17k 176.23
NVIDIA Corporation (NVDA) 0.9 $2.6M 17k 157.99
Kingstone Companies (KINS) 0.8 $2.4M 157k 15.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.4M 4.9k 485.77
Broadcom (AVGO) 0.8 $2.4M 8.6k 275.66
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.7 $2.2M 42k 53.59
Goldman Sachs (GS) 0.7 $2.2M 3.2k 707.65
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $2.2M 24k 91.97
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.1M 9.7k 215.79
Mastercard Incorporated Cl A (MA) 0.7 $2.0M 3.6k 561.87
McDonald's Corporation (MCD) 0.6 $2.0M 6.8k 292.18
Meta Platforms Cl A (META) 0.6 $2.0M 2.7k 738.22
JPMorgan Chase & Co. (JPM) 0.6 $1.8M 6.3k 289.89
Wal-Mart Stores (WMT) 0.6 $1.8M 19k 97.78
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.8M 10k 177.39
Ishares Msci Jpn Etf New (EWJ) 0.5 $1.7M 22k 74.97
Caterpillar (CAT) 0.5 $1.6M 4.2k 388.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.6M 2.9k 551.73
Stryker Corporation (SYK) 0.5 $1.5M 3.9k 395.67
Amazon (AMZN) 0.5 $1.5M 6.9k 219.39
TJX Companies (TJX) 0.5 $1.5M 12k 123.49
Texas Instruments Incorporated (TXN) 0.5 $1.5M 7.1k 207.61
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $1.5M 18k 81.66
Johnson & Johnson (JNJ) 0.4 $1.4M 9.1k 152.75
Home Depot (HD) 0.4 $1.3M 3.6k 366.69
Visa Com Cl A (V) 0.4 $1.3M 3.6k 355.04
Marriott Intl Cl A (MAR) 0.4 $1.3M 4.6k 273.23
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.3M 4.2k 298.88
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.3M 12k 106.34
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.3k 990.12
Qualcomm (QCOM) 0.4 $1.2M 7.7k 159.25
Raytheon Technologies Corp (RTX) 0.4 $1.2M 8.2k 146.02
Lockheed Martin Corporation (LMT) 0.4 $1.2M 2.5k 463.23
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.2M 5.7k 204.66
Cisco Systems (CSCO) 0.4 $1.2M 17k 69.38
Procter & Gamble Company (PG) 0.4 $1.2M 7.3k 159.32
Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 6.3k 176.75
Abbvie (ABBV) 0.4 $1.1M 6.0k 185.61
UnitedHealth (UNH) 0.4 $1.1M 3.5k 312.00
Select Sector Spdr Tr Energy (XLE) 0.3 $1.0M 12k 84.81
Coca-Cola Company (KO) 0.3 $1.0M 15k 70.75
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.0M 3.7k 279.83
Spdr Series Trust Portfolio S&p400 (SPMD) 0.3 $971k 18k 54.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $966k 20k 49.03
Ishares U S Etf Tr Short Maturity M (MEAR) 0.3 $965k 19k 50.27
Automatic Data Processing (ADP) 0.3 $945k 3.1k 308.37
Bank of America Corporation (BAC) 0.3 $944k 20k 47.32
Danaher Corporation (DHR) 0.3 $941k 4.8k 197.53
Amgen (AMGN) 0.3 $927k 3.3k 279.21
Merck & Co (MRK) 0.3 $925k 12k 79.16
Honeywell International (HON) 0.3 $890k 3.8k 232.91
Republic Services (RSG) 0.3 $887k 3.6k 246.64
Altria (MO) 0.3 $886k 15k 58.63
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $859k 12k 71.26
Travelers Companies (TRV) 0.3 $844k 3.2k 267.54
Sanuwave Health (SNWV) 0.3 $823k 25k 32.86
Abbott Laboratories (ABT) 0.3 $821k 6.0k 136.01
Morgan Stanley Com New (MS) 0.3 $796k 5.7k 140.86
Aon Shs Cl A (AON) 0.3 $777k 2.2k 356.76
Analog Devices (ADI) 0.2 $764k 3.2k 238.01
Ishares Tr Core Div Grwth (DGRO) 0.2 $754k 12k 63.94
Exxon Mobil Corporation (XOM) 0.2 $743k 6.9k 107.80
Lowe's Companies (LOW) 0.2 $741k 3.3k 221.85
International Business Machines (IBM) 0.2 $738k 2.5k 294.79
Bos Better Online Solutions Shs New Nis 80 (BOSC) 0.2 $737k 152k 4.85
Nexgel (NXGL) 0.2 $725k 281k 2.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $722k 13k 57.01
Vanguard Index Fds Small Cp Etf (VB) 0.2 $722k 3.0k 237.02
McKesson Corporation (MCK) 0.2 $676k 923.00 732.78
Chevron Corporation (CVX) 0.2 $675k 4.7k 143.20
Valero Energy Corporation (VLO) 0.2 $672k 5.0k 134.42
M-tron Inds (MPTI) 0.2 $658k 16k 42.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $630k 26k 24.44
Curiositystream Com Cl A (CURI) 0.2 $624k 111k 5.63
Enterprise Products Partners (EPD) 0.2 $620k 20k 31.01
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $593k 6.8k 87.81
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $585k 8.0k 72.69
Ishares Tr Rusel 2500 Etf (SMMD) 0.2 $583k 8.6k 67.78
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $580k 21k 28.05
Constellation Energy (CEG) 0.2 $578k 1.8k 322.72
Shell Spon Ads (SHEL) 0.2 $564k 8.0k 70.41
Blackrock (BLK) 0.2 $563k 536.00 1049.49
Mamamancini's Holdings (MAMA) 0.2 $558k 67k 8.30
Marsh & McLennan Companies (MMC) 0.2 $549k 2.5k 218.60
Walt Disney Company (DIS) 0.2 $545k 4.4k 124.01
Select Sector Spdr Tr Indl (XLI) 0.2 $543k 3.7k 147.50
Genasys (GNSS) 0.2 $542k 313k 1.73
Synalloy Corporation (ACNT) 0.2 $511k 41k 12.61
Chubb (CB) 0.2 $500k 1.7k 289.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $498k 10k 48.24
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $494k 871.00 566.54
Illinois Tool Works (ITW) 0.1 $453k 1.8k 247.20
Wells Fargo & Company (WFC) 0.1 $452k 5.6k 80.12
Adobe Systems Incorporated (ADBE) 0.1 $439k 1.1k 386.74
Starbucks Corporation (SBUX) 0.1 $429k 4.7k 91.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $422k 17k 25.30
Idaho Strategic Resources Com New (IDR) 0.1 $396k 30k 13.08
Northrop Grumman Corporation (NOC) 0.1 $395k 789.00 499.98
Parker-Hannifin Corporation (PH) 0.1 $392k 561.00 698.47
Nike CL B (NKE) 0.1 $385k 5.4k 71.04
Verizon Communications (VZ) 0.1 $373k 8.6k 43.27
Netflix (NFLX) 0.1 $370k 276.00 1339.13
salesforce (CRM) 0.1 $368k 1.3k 272.66
T Rowe Price Etf Price Div Grwt (TDVG) 0.1 $367k 8.7k 42.38
Linde SHS (LIN) 0.1 $365k 777.00 469.18
American Tower Reit (AMT) 0.1 $356k 1.6k 221.02
Red Violet (RDVT) 0.1 $344k 7.0k 49.20
Eaton Corp SHS (ETN) 0.1 $338k 948.00 356.99
Intercontinental Exchange (ICE) 0.1 $337k 1.8k 183.47
Colgate-Palmolive Company (CL) 0.1 $336k 3.7k 90.91
Ishares Tr Msci Eafe Etf (EFA) 0.1 $336k 3.8k 89.38
Cheniere Energy Com New (LNG) 0.1 $330k 1.4k 243.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $330k 6.7k 49.46
Palo Alto Networks (PANW) 0.1 $327k 1.6k 204.64
Cbre Group Cl A (CBRE) 0.1 $321k 2.3k 140.12
Progressive Corporation (PGR) 0.1 $321k 1.2k 266.86
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $306k 2.3k 135.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $305k 1.3k 226.42
Pepsi (PEP) 0.1 $302k 2.3k 132.03
Vanguard Index Fds Growth Etf (VUG) 0.1 $294k 670.00 438.26
Select Sector Spdr Tr Technology (XLK) 0.1 $272k 1.1k 253.24
TransDigm Group Incorporated (TDG) 0.1 $265k 174.00 1520.64
European Wax Ctr Class A Com (EWCZ) 0.1 $264k 47k 5.63
Abacus Global Mgmt Cl A (ABL) 0.1 $264k 51k 5.14
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $262k 6.3k 41.42
Blackstone Group Inc Com Cl A (BX) 0.1 $258k 1.7k 149.59
Sensus Healthcare (SRTS) 0.1 $255k 54k 4.74
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $253k 3.5k 72.83
Oracle Corporation (ORCL) 0.1 $250k 1.1k 218.68
CRH Ord (CRH) 0.1 $247k 2.7k 91.80
At&t (T) 0.1 $235k 8.1k 28.94
Thermo Fisher Scientific (TMO) 0.1 $234k 576.00 405.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $231k 545.00 424.58
Spdr Series Trust S&p Metals Mng (XME) 0.1 $229k 3.4k 67.22
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $225k 2.1k 104.98
Cigna Corp (CI) 0.1 $216k 654.00 330.65
General Dynamics Corporation (GD) 0.1 $212k 728.00 291.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $212k 696.00 303.93
Laird Superfood Com Stk (LSF) 0.1 $211k 34k 6.30
Ishares Gold Tr Ishares New (IAU) 0.1 $209k 3.3k 62.36
Quanta Services (PWR) 0.1 $208k 550.00 378.08
Ishares Msci Emrg Chn (EMXC) 0.1 $205k 3.2k 63.14
ConocoPhillips (COP) 0.1 $201k 2.2k 89.74
Rapid Micro Biosystems Class A Com (RPID) 0.0 $152k 44k 3.45
Mind Technology Com New (MIND) 0.0 $127k 15k 8.44
Gabelli Equity Trust (GAB) 0.0 $116k 20k 5.82
Janone (ALTS) 0.0 $87k 12k 7.25
Branchout Food (BOF) 0.0 $63k 26k 2.43
Research Solutions (RSSS) 0.0 $35k 12k 2.87