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)
| Stock | Value |
|---|---|
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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