Evernest Financial Advisors, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$278.6B
Holdings
148
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLDMWORLD GOLD TR | 371,367 | $23.0B | 8.25% | |
| 2 | IVVISHARES TR | 27,612 | $15.5B | 5.57% | |
| 3 | IJHISHARES TR | 257,227 | $15.0B | 5.39% | |
| 4 | RSPINVESCO EXCHANGE TRADED FD T | 76,798 | $13.3B | 4.77% | |
| 5 | DXJWISDOMTREE TR | 92,803 | $10.2B | 3.67% | |
| 6 | IJRISHARES TR | 96,527 | $10.1B | 3.62% | |
| 7 | FFSMFIDELITY COVINGTON TRUST | 394,676 | $10.0B | 3.58% | |
| 8 | AQLTISHARES TR | 110,215 | $8.3B | 2.99% | |
| 9 | AAPLAPPLE INC | 36,907 | $8.2B | 2.94% | |
| 10 | CGIECAPITAL GROUP INTERNATIONAL | 257,717 | $7.6B | 2.71% | |
| 11 | NVDANVIDIA CORPORATION | 65,887 | $7.1B | 2.56% | |
| 12 | FENIFIDELITY COVINGTON TRUST | 198,100 | $5.9B | 2.12% | |
| 13 | VOOVANGUARD INDEX FDS | 10,442 | $5.4B | 1.93% | |
| 14 | USFRWISDOMTREE TR | 98,810 | $5.0B | 1.78% | |
| 15 | DOLWISDOMTREE TR | 86,570 | $4.8B | 1.71% | |
| 16 | DGRWWISDOMTREE TR | 56,971 | $4.5B | 1.63% | |
| 17 | MSFTMICROSOFT CORP | 12,074 | $4.5B | 1.63% | |
| 18 | SPYSPDR S&P 500 ETF TR | 7,732 | $4.3B | 1.55% | |
| 19 | LLYELI LILLY & CO | 4,779 | $3.9B | 1.42% | |
| 20 | CGCVCAPITAL GROUP CONSERVATIVE E | 128,794 | $3.5B | 1.25% | |
| 21 | DFAXDIMENSIONAL ETF TRUST | 118,614 | $3.1B | 1.12% | |
| 22 | RSPNINVESCO EXCHANGE TRADED FD T | 57,830 | $2.8B | 1.02% | |
| 23 | GOOGLALPHABET INC | 15,216 | $2.4B | 0.84% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,313 | $2.3B | 0.82% | |
| 25 | AGGISHARES TR | 20,906 | $2.1B | 0.74% | |
| 26 | MCDMCDONALDS CORP | 6,577 | $2.1B | 0.74% | |
| 27 | RSPGINVESCO EXCHANGE TRADED FD T | 23,894 | $2.0B | 0.70% | |
| 28 | MAMASTERCARD INCORPORATED | 3,562 | $2.0B | 0.70% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 3,505 | $1.8B | 0.66% | |
| 30 | KINSKINGSTONE COS INC | 99,600 | $1.7B | 0.60% | |
| 31 | GOOGALPHABET INC | 9,870 | $1.5B | 0.55% | |
| 32 | GSGOLDMAN SACHS GROUP INC | 2,811 | $1.5B | 0.55% | |
| 33 | WMTWALMART INC | 17,373 | $1.5B | 0.55% | |
| 34 | EWJISHARES INC | 22,116 | $1.5B | 0.54% | |
| 35 | JNJJOHNSON & JOHNSON | 9,024 | $1.5B | 0.54% | |
| 36 | VTWOVANGUARD SCOTTSDALE FDS | 18,204 | $1.5B | 0.53% | |
| 37 | SYKSTRYKER CORPORATION | 3,938 | $1.5B | 0.53% | |
| 38 | TJXTJX COS INC NEW | 11,812 | $1.4B | 0.52% | |
| 39 | JPMJPMORGAN CHASE & CO. | 5,654 | $1.4B | 0.50% | |
| 40 | AMZNAMAZON COM INC | 7,154 | $1.4B | 0.49% | |
| 41 | IWRISHARES TR | 15,912 | $1.4B | 0.49% | |
| 42 | LAKELAKELAND INDS INC | 66,392 | $1.3B | 0.48% | |
| 43 | NDQINVESCO QQQ TR | 2,859 | $1.3B | 0.48% | |
| 44 | METAMETA PLATFORMS INC | 2,279 | $1.3B | 0.47% | |
| 45 | ACNACCENTURE PLC IRELAND | 4,200 | $1.3B | 0.47% | |
| 46 | CATCATERPILLAR INC | 3,921 | $1.3B | 0.46% | |
| 47 | IWMISHARES TR | 6,465 | $1.3B | 0.46% | |
| 48 | HDHOME DEPOT INC | 3,417 | $1.3B | 0.45% | |
| 49 | XLUSELECT SECTOR SPDR TR | 15,872 | $1.3B | 0.45% | |
| 50 | PGPROCTER AND GAMBLE CO | 7,296 | $1.2B | 0.45% | |
| 51 | JMSTJ P MORGAN EXCHANGE TRADED F | 23,818 | $1.2B | 0.43% | |
| 52 | ABBVABBVIE INC | 5,584 | $1.2B | 0.42% | |
| 53 | XLESELECT SECTOR SPDR TR | 12,374 | $1.2B | 0.42% | |
| 54 | AVGOBROADCOM INC | 6,837 | $1.1B | 0.41% | |
| 55 | VVISA INC | 3,182 | $1.1B | 0.40% | |
| 56 | SUBISHARES TR | 10,530 | $1.1B | 0.40% | |
| 57 | VIGVANGUARD SPECIALIZED FUNDS | 5,694 | $1.1B | 0.40% | |
| 58 | VTVVANGUARD INDEX FDS | 6,329 | $1.1B | 0.39% | |
| 59 | COSTCOSTCO WHSL CORP NEW | 1,155 | $1.1B | 0.39% | |
| 60 | LMTLOCKHEED MARTIN CORP | 2,408 | $1.1B | 0.39% | |
| 61 | MARMARRIOTT INTL INC NEW | 4,507 | $1.1B | 0.39% | |
| 62 | TXNTEXAS INSTRS INC | 5,852 | $1.1B | 0.38% | |
| 63 | QCOMQUALCOMM INC | 6,796 | $1.0B | 0.37% | |
| 64 | DHRDANAHER CORPORATION | 4,962 | $1.0B | 0.37% | |
| 65 | MAMAMAMAS CREATIONS INC | 155,192 | $1.0B | 0.36% | |
| 66 | MRKMERCK & CO INC | 11,082 | $994.7M | 0.36% | |
| 67 | CSCOCISCO SYS INC | 15,439 | $952.7M | 0.34% | |
| 68 | VOVANGUARD INDEX FDS | 3,643 | $942.3M | 0.34% | |
| 69 | AMGNAMGEN INC | 3,000 | $934.6M | 0.34% | |
| 70 | VTEBVANGUARD MUN BD FDS | 18,528 | $919.4M | 0.33% | |
| 71 | RTXRTX CORPORATION | 6,887 | $912.2M | 0.33% | |
| 72 | MOALTRIA GROUP INC | 15,113 | $907.1M | 0.33% | |
| 73 | KOCOCA COLA CO | 12,360 | $885.3M | 0.32% | |
| 74 | ADPAUTOMATIC DATA PROCESSING IN | 2,897 | $885.0M | 0.32% | |
| 75 | RSGREPUBLIC SVCS INC | 3,503 | $848.4M | 0.30% | |
| 76 | MEARISHARES U S ETF TR | 16,756 | $841.8M | 0.30% | |
| 77 | BACBANK AMERICA CORP | 20,132 | $840.1M | 0.30% | |
| 78 | TRVTRAVELERS COMPANIES INC | 3,119 | $824.9M | 0.30% | |
| 79 | CVXCHEVRON CORP NEW | 4,827 | $807.5M | 0.29% | |
| 80 | HONHONEYWELL INTL INC | 3,809 | $806.6M | 0.29% | |
| 81 | SPHQINVESCO EXCHANGE TRADED FD T | 12,050 | $799.4M | 0.29% | |
| 82 | AONAON PLC | 1,998 | $797.4M | 0.29% | |
| 83 | XOMEXXON MOBIL CORP | 6,504 | $773.5M | 0.28% | |
| 84 | LOWLOWES COS INC | 3,265 | $761.5M | 0.27% | |
| 85 | DGROISHARES TR | 11,797 | $728.8M | 0.26% | |
| 86 | GNSSGENASYS INC | 313,267 | $711.1M | 0.26% | |
| 87 | EPDENTERPRISE PRODS PARTNERS L | 20,000 | $682.8M | 0.25% | |
| 88 | NXGLNEXGEL INC | 224,666 | $669.5M | 0.24% | |
| 89 | VBVANGUARD INDEX FDS | 3,008 | $667.1M | 0.24% | |
| 90 | VLOVALERO ENERGY CORP | 5,000 | $660.4M | 0.24% | |
| 91 | ABTABBOTT LABS | 4,968 | $659.0M | 0.24% | |
| 92 | BOSCBOS BETTER ONLINE SOLUTIONS | 166,500 | $629.4M | 0.23% | |
| 93 | ADIANALOG DEVICES INC | 3,062 | $617.5M | 0.22% | |
| 94 | SHELSHELL PLC | 7,966 | $583.7M | 0.21% | |
| 95 | MCKMCKESSON CORP | 859 | $578.1M | 0.21% | |
| 96 | SCHXSCHWAB STRATEGIC TR | 25,716 | $567.8M | 0.20% | |
| 97 | DWDMORGAN STANLEY | 4,777 | $557.3M | 0.20% | |
| 98 | XLBSELECT SECTOR SPDR TR | 6,311 | $542.6M | 0.19% | |
| 99 | MRSHMARSH & MCLENNAN COS INC | 2,174 | $530.6M | 0.19% | |
| 100 | SPYMSPDR SER TR | 7,834 | $515.1M | 0.18% |
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