Evernest Financial Advisors, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$278.6M
Holdings
148
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (148 positions)
| Stock | Value |
|---|---|
GLDMWORLD GOLD TR | $23.0M |
IVVISHARES TR | $15.5M |
IJHISHARES TR | $15.0M |
RSPINVESCO EXCHANGE TRADED FD T | $13.3M |
DXJWISDOMTREE TR | $10.2M |
IJRISHARES TR | $10.1M |
FFSMFIDELITY COVINGTON TRUST | $10.0M |
AQLTISHARES TR | $8.3M |
AAPLAPPLE INC | $8.2M |
CGIECAPITAL GROUP INTERNATIONAL | $7.6M |
NVDANVIDIA CORPORATION | $7.1M |
FENIFIDELITY COVINGTON TRUST | $5.9M |
VOOVANGUARD INDEX FDS | $5.4M |
USFRWISDOMTREE TR | $5.0M |
DOLWISDOMTREE TR | $4.8M |
DGRWWISDOMTREE TR | $4.5M |
MSFTMICROSOFT CORP | $4.5M |
SPYSPDR S&P 500 ETF TR | $4.3M |
LLYELI LILLY & CO | $3.9M |
CGCVCAPITAL GROUP CONSERVATIVE E | $3.5M |
DFAXDIMENSIONAL ETF TRUST | $3.1M |
RSPNINVESCO EXCHANGE TRADED FD T | $2.8M |
GOOGLALPHABET INC | $2.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.3M |
AGGISHARES TR | $2.1M |
MCDMCDONALDS CORP | $2.1M |
RSPGINVESCO EXCHANGE TRADED FD T | $2.0M |
MAMASTERCARD INCORPORATED | $2.0M |
UNHUNITEDHEALTH GROUP INC | $1.8M |
KINSKINGSTONE COS INC | $1.7M |
GOOGALPHABET INC | $1.5M |
GSGOLDMAN SACHS GROUP INC | $1.5M |
WMTWALMART INC | $1.5M |
EWJISHARES INC | $1.5M |
JNJJOHNSON & JOHNSON | $1.5M |
VTWOVANGUARD SCOTTSDALE FDS | $1.5M |
SYKSTRYKER CORPORATION | $1.5M |
TJXTJX COS INC NEW | $1.4M |
JPMJPMORGAN CHASE & CO. | $1.4M |
AMZNAMAZON COM INC | $1.4M |
IWRISHARES TR | $1.4M |
LAKELAKELAND INDS INC | $1.3M |
NDQINVESCO QQQ TR | $1.3M |
METAMETA PLATFORMS INC | $1.3M |
ACNACCENTURE PLC IRELAND | $1.3M |
CATCATERPILLAR INC | $1.3M |
IWMISHARES TR | $1.3M |
HDHOME DEPOT INC | $1.3M |
XLUSELECT SECTOR SPDR TR | $1.3M |
PGPROCTER AND GAMBLE CO | $1.2M |
JMSTJ P MORGAN EXCHANGE TRADED F | $1.2M |
ABBVABBVIE INC | $1.2M |
XLESELECT SECTOR SPDR TR | $1.2M |
AVGOBROADCOM INC | $1.1M |
VVISA INC | $1.1M |
SUBISHARES TR | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
VTVVANGUARD INDEX FDS | $1.1M |
COSTCOSTCO WHSL CORP NEW | $1.1M |
LMTLOCKHEED MARTIN CORP | $1.1M |
MARMARRIOTT INTL INC NEW | $1.1M |
TXNTEXAS INSTRS INC | $1.1M |
QCOMQUALCOMM INC | $1.0M |
DHRDANAHER CORPORATION | $1.0M |
MAMAMAMAS CREATIONS INC | $1.0M |
MRKMERCK & CO INC | $995K |
CSCOCISCO SYS INC | $953K |
VOVANGUARD INDEX FDS | $942K |
AMGNAMGEN INC | $935K |
VTEBVANGUARD MUN BD FDS | $919K |
RTXRTX CORPORATION | $912K |
MOALTRIA GROUP INC | $907K |
KOCOCA COLA CO | $885K |
ADPAUTOMATIC DATA PROCESSING IN | $885K |
RSGREPUBLIC SVCS INC | $848K |
MEARISHARES U S ETF TR | $842K |
BACBANK AMERICA CORP | $840K |
TRVTRAVELERS COMPANIES INC | $825K |
CVXCHEVRON CORP NEW | $808K |
HONHONEYWELL INTL INC | $807K |
SPHQINVESCO EXCHANGE TRADED FD T | $799K |
AONAON PLC | $797K |
XOMEXXON MOBIL CORP | $774K |
LOWLOWES COS INC | $761K |
DGROISHARES TR | $729K |
GNSSGENASYS INC | $711K |
EPDENTERPRISE PRODS PARTNERS L | $683K |
NXGLNEXGEL INC | $670K |
VBVANGUARD INDEX FDS | $667K |
VLOVALERO ENERGY CORP | $660K |
ABTABBOTT LABS | $659K |
BOSCBOS BETTER ONLINE SOLUTIONS | $629K |
ADIANALOG DEVICES INC | $617K |
SHELSHELL PLC | $584K |
MCKMCKESSON CORP | $578K |
SCHXSCHWAB STRATEGIC TR | $568K |
DWDMORGAN STANLEY | $557K |
XLBSELECT SECTOR SPDR TR | $543K |
MRSHMARSH & MCLENNAN COS INC | $531K |
SPYMSPDR SER TR | $515K |
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