Evernest Financial Advisors

Evernest Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Evernest Financial Advisors

Evernest Financial Advisors holds 188 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
World Gold Tr Spdr Gld Minis (GLDM) 7.7 $27M 359k 76.45
Ishares Tr Core S&p500 Etf (IVV) 5.1 $18M 27k 669.29
Ishares Tr Core S&p Mcp Etf (IJH) 4.9 $18M 268k 65.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.4 $16M 83k 189.70
Fidelity Covington Trust Fundamental Smal (FFSM) 3.3 $12M 406k 29.21
Capital Group International SHS (CGIE) 3.3 $12M 348k 33.72
Ishares Tr Core Msci Eafe (IEFA) 2.8 $9.9M 114k 87.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $9.9M 16k 612.39
Apple (AAPL) 2.7 $9.7M 38k 254.63
Fidelity Covington Trust Enhanced Intl (FENI) 2.7 $9.5M 269k 35.28
Capitol Ser Tr Fairlead Tactica (TACK) 2.5 $8.8M 293k 30.01
Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.2 $7.8M 61k 128.03
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $7.8M 66k 118.83
Spdr Series Trust Portfolio S&p600 (SPSM) 2.1 $7.5M 162k 46.32
Capital Group Conservative E SHS (CGCV) 2.1 $7.4M 245k 30.11
Microsoft Corporation (MSFT) 1.9 $6.6M 13k 517.95
Wisdomtree Tr Floatng Rat Trea (USFR) 1.8 $6.3M 125k 50.27
Wisdomtree Tr Intl Lrgcap Dv (DOL) 1.6 $5.8M 93k 62.25
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.6 $5.6M 63k 88.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $5.1M 7.6k 666.22
Alphabet Cap Stk Cl A (GOOGL) 1.1 $4.1M 17k 243.11
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $3.6M 116k 31.38
Eli Lilly & Co. (LLY) 1.0 $3.6M 4.7k 763.06
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.9 $3.2M 57k 56.10
Wal-Mart Stores (WMT) 0.9 $3.1M 31k 103.06
Kingstone Companies (KINS) 0.9 $3.1M 212k 14.70
NVIDIA Corporation (NVDA) 0.9 $3.1M 17k 186.58
Broadcom (AVGO) 0.7 $2.6M 7.9k 329.93
Goldman Sachs (GS) 0.7 $2.5M 3.2k 796.31
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.5M 10k 243.54
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.7 $2.5M 47k 54.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.5M 4.9k 502.74
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.3M 9.7k 241.96
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $2.3M 24k 96.55
McDonald's Corporation (MCD) 0.6 $2.1M 6.8k 303.91
Mastercard Incorporated Cl A (MA) 0.6 $2.0M 3.6k 568.74
Caterpillar (CAT) 0.6 $2.0M 4.3k 477.10
JPMorgan Chase & Co. (JPM) 0.6 $2.0M 6.3k 315.42
Ishares Msci Jpn Etf New (EWJ) 0.6 $2.0M 25k 80.21
Meta Platforms Cl A (META) 0.6 $2.0M 2.7k 734.31
TJX Companies (TJX) 0.5 $1.7M 12k 144.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.7M 2.9k 600.44
Johnson & Johnson (JNJ) 0.5 $1.7M 9.0k 185.42
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $1.6M 18k 87.21
Amazon (AMZN) 0.4 $1.5M 6.9k 219.57
Home Depot (HD) 0.4 $1.5M 3.7k 405.24
Stryker Corporation (SYK) 0.4 $1.4M 3.9k 369.63
Raytheon Technologies Corp (RTX) 0.4 $1.4M 8.3k 167.33
Abbvie (ABBV) 0.4 $1.4M 6.0k 231.55
Ishares Tr Rusel 2500 Etf (SMMD) 0.4 $1.3M 18k 73.73
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.3M 12k 106.78
Texas Instruments Incorporated (TXN) 0.4 $1.3M 7.1k 183.72
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.3M 8.9k 145.65
Curiositystream Com Cl A (CURI) 0.4 $1.3M 240k 5.30
Qualcomm (QCOM) 0.4 $1.3M 7.6k 166.36
Lockheed Martin Corporation (LMT) 0.3 $1.2M 2.5k 499.18
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.2M 5.7k 215.78
Visa Com Cl A (V) 0.3 $1.2M 3.6k 341.37
Marriott Intl Cl A (MAR) 0.3 $1.2M 4.6k 260.46
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.3k 925.80
Cisco Systems (CSCO) 0.3 $1.2M 17k 68.42
UnitedHealth (UNH) 0.3 $1.1M 3.2k 345.27
Vanguard Index Fds Value Etf (VTV) 0.3 $1.1M 5.9k 186.48
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.1M 3.7k 293.76
Procter & Gamble Company (PG) 0.3 $1.1M 7.1k 153.65
Select Sector Spdr Tr Energy (XLE) 0.3 $1.1M 12k 89.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.0M 17k 59.92
Spdr Series Trust Portfolio S&p400 (SPMD) 0.3 $1.0M 18k 57.19
Bank of America Corporation (BAC) 0.3 $1.0M 20k 51.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.0M 20k 50.07
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.0M 4.1k 246.59
Coca-Cola Company (KO) 0.3 $999k 15k 66.32
Altria (MO) 0.3 $998k 15k 66.06
Danaher Corporation (DHR) 0.3 $969k 4.9k 198.27
Ishares U S Etf Tr Short Maturity M (MEAR) 0.3 $955k 19k 50.51
Amgen (AMGN) 0.3 $950k 3.4k 282.20
Merck & Co (MRK) 0.3 $934k 11k 83.93
Automatic Data Processing (ADP) 0.3 $924k 3.2k 293.47
Morgan Stanley Com New (MS) 0.2 $890k 5.6k 158.96
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $883k 12k 73.29
Vanguard Index Fds Small Cp Etf (VB) 0.2 $876k 3.4k 254.28
Travelers Companies (TRV) 0.2 $869k 3.1k 279.22
Valero Energy Corporation (VLO) 0.2 $851k 5.0k 170.26
Ball Corporation (BALL) 0.2 $848k 17k 50.42
Republic Services (RSG) 0.2 $841k 3.7k 229.50
Lowe's Companies (LOW) 0.2 $841k 3.3k 251.31
Honeywell International (HON) 0.2 $805k 3.8k 210.49
Ishares Tr Core Div Grwth (DGRO) 0.2 $803k 12k 68.08
Abbott Laboratories (ABT) 0.2 $798k 6.0k 133.93
Analog Devices (ADI) 0.2 $788k 3.2k 245.69
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $784k 10k 78.34
Chevron Corporation (CVX) 0.2 $772k 5.0k 155.30
Genasys (GNSS) 0.2 $768k 313k 2.45
International Business Machines (IBM) 0.2 $728k 2.6k 282.15
Exxon Mobil Corporation (XOM) 0.2 $727k 6.5k 112.75
McKesson Corporation (MCK) 0.2 $713k 923.00 772.54
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $680k 26k 26.34
Rapid Micro Biosystems Class A Com (RPID) 0.2 $669k 200k 3.34
Red Violet (RDVT) 0.2 $668k 13k 52.25
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $668k 11k 59.20
Sanuwave Health (SNWV) 0.2 $660k 18k 37.48
Duos Technologies Group (DUOT) 0.2 $657k 89k 7.36
Aon Shs Cl A (AON) 0.2 $654k 1.8k 356.58
Blackrock (BLK) 0.2 $627k 538.00 1166.13
Enterprise Products Partners (EPD) 0.2 $625k 20k 31.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $619k 22k 27.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $615k 21k 29.64
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $612k 6.8k 89.62
Constellation Energy (CEG) 0.2 $593k 1.8k 329.02
Shell Spon Ads (SHEL) 0.2 $573k 8.0k 71.53
Select Sector Spdr Tr Indl (XLI) 0.2 $568k 3.7k 154.21
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $551k 10k 53.40
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $519k 871.00 596.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $517k 1.6k 328.17
Walt Disney Company (DIS) 0.1 $504k 4.4k 114.51
Northrop Grumman Corporation (NOC) 0.1 $481k 789.00 609.32
Marsh & McLennan Companies (MMC) 0.1 $477k 2.4k 201.49
Illinois Tool Works (ITW) 0.1 $472k 1.8k 260.71
Wells Fargo & Company (WFC) 0.1 $454k 5.4k 83.82
Parker-Hannifin Corporation (PH) 0.1 $443k 584.00 758.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $442k 8.2k 54.18
Chubb (CB) 0.1 $437k 1.5k 282.20
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $435k 2.2k 199.44
Select Sector Spdr Tr Technology (XLK) 0.1 $433k 1.5k 281.87
Old Dominion Freight Line (ODFL) 0.1 $422k 3.0k 140.78
Iren Ordinary Shares (IREN) 0.1 $413k 8.8k 46.93
Adobe Systems Incorporated (ADBE) 0.1 $406k 1.2k 352.62
Perma-pipe International (PPIH) 0.1 $389k 17k 23.43
Starbucks Corporation (SBUX) 0.1 $386k 4.6k 84.59
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $377k 1.3k 279.20
Nike CL B (NKE) 0.1 $375k 5.4k 69.73
T Rowe Price Etf Price Div Grwt (TDVG) 0.1 $374k 8.5k 43.96
Precipio (PRPO) 0.1 $374k 21k 17.79
Linde SHS (LIN) 0.1 $373k 785.00 475.00
Verizon Communications (VZ) 0.1 $370k 8.4k 43.95
Branchout Food (BOF) 0.1 $362k 177k 2.05
Cbre Group Cl A (CBRE) 0.1 $361k 2.3k 157.56
Cheniere Energy Com New (LNG) 0.1 $359k 1.5k 234.98
Eaton Corp SHS (ETN) 0.1 $355k 948.00 374.25
Ishares Tr Msci Eafe Etf (EFA) 0.1 $351k 3.8k 93.36
CRH Ord (CRH) 0.1 $343k 2.9k 119.90
Palo Alto Networks (PANW) 0.1 $325k 1.6k 203.62
Vanguard Index Fds Growth Etf (VUG) 0.1 $321k 670.00 479.69
Netflix (NFLX) 0.1 $321k 268.00 1198.92
salesforce (CRM) 0.1 $320k 1.4k 237.02
Oracle Corporation (ORCL) 0.1 $320k 1.1k 281.17
Spdr Series Trust S&p Metals Mng (XME) 0.1 $318k 3.4k 93.19
American Tower Reit (AMT) 0.1 $307k 1.6k 192.32
Tecogen Com New (TGEN) 0.1 $301k 34k 8.81
Vs Trust 2x Long Vix Futu (UVIX) 0.1 $298k 30k 9.93
Intercontinental Exchange (ICE) 0.1 $297k 1.8k 168.48
Progressive Corporation (PGR) 0.1 $297k 1.2k 246.95
Blackstone Group Inc Com Cl A (BX) 0.1 $295k 1.7k 170.86
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $288k 979.00 293.79
Colgate-Palmolive Company (CL) 0.1 $283k 3.5k 79.95
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $270k 5.3k 50.59
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $269k 1.9k 138.24
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $268k 6.4k 42.13
Pepsi (PEP) 0.1 $268k 1.9k 140.42
Mamamancini's Holdings (MAMA) 0.1 $265k 25k 10.51
Oklo Com Cl A (OKLO) 0.1 $262k 2.3k 111.63
United Homes Group Cl A (UHG) 0.1 $260k 63k 4.13
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $256k 3.5k 73.47
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $254k 2.6k 97.82
General Dynamics Corporation (GD) 0.1 $248k 728.00 341.05
Tesla Motors (TSLA) 0.1 $242k 544.00 444.72
Thermo Fisher Scientific (TMO) 0.1 $240k 494.00 485.02
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $236k 2.1k 110.38
TransDigm Group Incorporated (TDG) 0.1 $231k 175.00 1318.02
At&t (T) 0.1 $230k 8.1k 28.24
Quanta Services (PWR) 0.1 $228k 550.00 414.42
Ishares Gold Tr Ishares New (IAU) 0.1 $226k 3.1k 72.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $223k 477.00 468.41
Bos Better Online Solutions Shs New Nis 80 (BOSC) 0.1 $219k 46k 4.76
Ishares Msci Emrg Chn (EMXC) 0.1 $219k 3.2k 67.51
ConocoPhillips (COP) 0.1 $212k 2.2k 94.59
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $210k 1.9k 110.47
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $200k 2.4k 83.07
European Wax Ctr Class A Com (EWCZ) 0.1 $187k 47k 3.99
Fold Hldgs Com Cl A (FLD) 0.0 $165k 43k 3.86
Synalloy Corporation (ACNT) 0.0 $155k 12k 12.88
Ford Motor Company (F) 0.0 $120k 10k 11.96
Westwater Res Com New (WWR) 0.0 $95k 100k 0.95
Abacus Global Mgmt Cl A (ABL) 0.0 $92k 16k 5.73
United States Antimony (UAMY) 0.0 $66k 11k 6.20
Gossamer Bio (GOSS) 0.0 $53k 20k 2.63
Sensus Healthcare (SRTS) 0.0 $41k 13k 3.14
Spar (SGRP) 0.0 $13k 13k 1.03