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 |
|---|---|
IBMINTERNATIONAL BUSINESS MACHS | $507K |
ITWILLINOIS TOOL WKS INC | $488K |
XLISELECT SECTOR SPDR TR | $483K |
PEPPEPSICO INC | $476K |
SBUXSTARBUCKS CORP | $472K |
MDYSPDR S&P MIDCAP 400 ETF TR | $465K |
SCHMSCHWAB STRATEGIC TR | $462K |
WFCWELLS FARGO CO NEW | $453K |
BLKBLACKROCK INC | $448K |
MAGSLISTED FD TR | $447K |
RCELAVITA MEDICAL INC | $411K |
NKENIKE INC | $402K |
BOFBRANCHOUT FOOD INC | $386K |
SCHASCHWAB STRATEGIC TR | $377K |
DISDISNEY WALT CO | $373K |
BACVERIZON COMMUNICATIONS INC | $367K |
NOCNORTHROP GRUMMAN CORP | $359K |
ADBEADOBE INC | $357K |
CBCHUBB LIMITED | $350K |
TDVGT ROWE PRICE ETF INC | $350K |
RPIDRAPID MICRO BIOSYSTEMS INC | $347K |
AMTAMERICAN TOWER CORP NEW | $341K |
VEAVANGUARD TAX-MANAGED FDS | $328K |
ICEINTERCONTINENTAL EXCHANGE IN | $318K |
CEGCONSTELLATION ENERGY CORP | $315K |
FSIFLEXIBLE SOLUTIONS INTL INC | $310K |
EFAISHARES TR | $307K |
VWOVANGUARD INTL EQUITY INDEX F | $301K |
CBRECBRE GROUP INC | $300K |
CRMSALESFORCE INC | $297K |
IVOOVANGUARD ADMIRAL FDS INC | $289K |
CLCOLGATE PALMOLIVE CO | $278K |
ITOTISHARES TR | $277K |
LINLINDE PLC | $277K |
PGRPROGRESSIVE CORP | $264K |
PHPARKER-HANNIFIN CORP | $258K |
SPLVINVESCO EXCH TRADED FD TR II | $258K |
RHCRH PLC | $250K |
VUGVANGUARD INDEX FDS | $248K |
TMOTHERMO FISHER SCIENTIFIC INC | $245K |
EEMISHARES TR | $239K |
XLKSELECT SECTOR SPDR TR | $222K |
XLRESELECT SECTOR SPDR TR | $217K |
XMESPDR SER TR | $204K |
GABGABELLI EQUITY TR INC | $202K |
IAU*ISHARES GOLD TR | $202K |
EWCZEUROPEAN WAX CTR INC | $186K |
ABXABACUS GLOBAL MGMT INC | $82K |
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