Evernest Financial Advisors, LLC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$309.0M

Holdings

171

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
SCHMSCHWAB STRATEGIC TR
$580K
CEGCONSTELLATION ENERGY CORP
$578K
SHELSHELL PLC
$564K
BLKBLACKROCK INC
$563K
MAMAMAMAS CREATIONS INC
$558K
MRSHMARSH & MCLENNAN COS INC
$549K
DISDISNEY WALT CO
$545K
XLISELECT SECTOR SPDR TR
$543K
GNSSGENASYS INC
$542K
ACNTASCENT INDUSTRIES CO
$511K
CBCHUBB LIMITED
$500K
EEMISHARES TR
$498K
MDYSPDR S&P MIDCAP 400 ETF TR
$493K
ITWILLINOIS TOOL WKS INC
$453K
WFCWELLS FARGO CO NEW
$452K
ADBEADOBE INC
$439K
SBUXSTARBUCKS CORP
$429K
SCHASCHWAB STRATEGIC TR
$422K
IDRIDAHO STRATEGIC RESOURCES
$396K
NOCNORTHROP GRUMMAN CORP
$394K
PHPARKER-HANNIFIN CORP
$392K
NKENIKE INC
$385K
BACVERIZON COMMUNICATIONS INC
$373K
NFLXNETFLIX INC
$370K
CRMSALESFORCE INC
$368K
TDVGT ROWE PRICE ETF INC
$367K
LINLINDE PLC
$365K
AMTAMERICAN TOWER CORP NEW
$356K
RDVTRED VIOLET INC
$344K
ETNEATON CORP PLC
$338K
ICEINTERCONTINENTAL EXCHANGE IN
$337K
CLCOLGATE PALMOLIVE CO
$336K
EFAISHARES TR
$336K
LNGCHENIERE ENERGY INC
$330K
VWOVANGUARD INTL EQUITY INDEX F
$330K
PANWPALO ALTO NETWORKS INC
$327K
CBRECBRE GROUP INC
$321K
PGRPROGRESSIVE CORP
$321K
ITOTISHARES TR
$306K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$305K
PEPPEPSICO INC
$302K
VUGVANGUARD INDEX FDS
$294K
XLKSELECT SECTOR SPDR TR
$272K
T7DTRANSDIGM GROUP INC
$265K
EWCZEUROPEAN WAX CTR INC
$264K
ABXABACUS GLOBAL MGMT INC
$264K
XLRESELECT SECTOR SPDR TR
$262K
BXBLACKSTONE INC
$258K
SRTSSENSUS HEALTHCARE INC
$255K
SPLVINVESCO EXCH TRADED FD TR II
$253K
ORCLORACLE CORP
$250K
RHCRH PLC
$247K
TAT&T INC
$235K
TMOTHERMO FISHER SCIENTIFIC INC
$234K
IWFISHARES TR
$231K
XMESPDR SERIES TRUST
$229K
IVOOVANGUARD ADMIRAL FDS INC
$225K
CITHE CIGNA GROUP
$216K
GDGENERAL DYNAMICS CORP
$212K
VTIVANGUARD INDEX FDS
$212K
LSFLAIRD SUPERFOOD INC
$211K
IAU*ISHARES GOLD TR
$209K
PWRQUANTA SVCS INC
$208K
EMXCISHARES INC
$205K
COPCONOCOPHILLIPS
$201K
RPIDRAPID MICRO BIOSYSTEMS INC
$152K
MINDMIND TECHNOLOGY INC
$127K
GABGABELLI EQUITY TR INC
$116K
ALTSALT5 SIGMA CORP
$87K
BOFBRANCHOUT FOOD INC
$63K
RSSSRESEARCH SOLUTIONS INC
$35K
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