Evernest Financial Advisors, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$309.0B
Holdings
171
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (171 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLDMWORLD GOLD TR | 396,942 | $26.0B | 8.42% | |
| 2 | IVVISHARES TR | 27,020 | $16.8B | 5.43% | |
| 3 | IJHISHARES TR | 257,361 | $16.0B | 5.16% | |
| 4 | RSPINVESCO EXCHANGE TRADED FD T | 80,039 | $14.5B | 4.71% | |
| 5 | FFSMFIDELITY COVINGTON TRUST | 406,512 | $11.1B | 3.58% | |
| 6 | CGIECAPITAL GROUP INTERNATIONAL | 325,298 | $10.7B | 3.47% | |
| 7 | AQLTISHARES TR | 114,286 | $9.5B | 3.09% | |
| 8 | FENIFIDELITY COVINGTON TRUST | 248,060 | $8.3B | 2.67% | |
| 9 | AAPLAPPLE INC | 37,302 | $7.7B | 2.48% | |
| 10 | IJRISHARES TR | 66,308 | $7.2B | 2.34% | |
| 11 | DXJWISDOMTREE TR | 61,139 | $7.0B | 2.26% | |
| 12 | MSFTMICROSOFT CORP | 12,846 | $6.4B | 2.07% | |
| 13 | CGCVCAPITAL GROUP CONSERVATIVE E | 216,995 | $6.2B | 2.01% | |
| 14 | VOOVANGUARD INDEX FDS | 10,011 | $5.7B | 1.84% | |
| 15 | DOLWISDOMTREE TR | 93,271 | $5.6B | 1.80% | |
| 16 | SPSMSPDR SERIES TRUST | 129,380 | $5.5B | 1.78% | |
| 17 | DGRWWISDOMTREE TR | 62,604 | $5.2B | 1.70% | |
| 18 | USFRWISDOMTREE TR | 104,069 | $5.2B | 1.69% | |
| 19 | SPYSPDR S&P 500 ETF TR | 7,674 | $4.7B | 1.53% | |
| 20 | LLYELI LILLY & CO | 4,878 | $3.8B | 1.23% | |
| 21 | DFAXDIMENSIONAL ETF TRUST | 115,651 | $3.4B | 1.10% | |
| 22 | RSPNINVESCO EXCHANGE TRADED FD T | 57,350 | $3.1B | 0.99% | |
| 23 | GOOGLALPHABET INC | 16,786 | $3.0B | 0.96% | |
| 24 | NVDANVIDIA CORPORATION | 16,744 | $2.6B | 0.86% | |
| 25 | KINSKINGSTONE COS INC | 156,500 | $2.4B | 0.78% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,909 | $2.4B | 0.77% | |
| 27 | AVGOBROADCOM INC | 8,604 | $2.4B | 0.77% | |
| 28 | JBNDJ P MORGAN EXCHANGE TRADED F | 41,939 | $2.2B | 0.73% | |
| 29 | GSGOLDMAN SACHS GROUP INC | 3,169 | $2.2B | 0.73% | |
| 30 | IWRISHARES TR | 23,507 | $2.2B | 0.70% | |
| 31 | IWMISHARES TR | 9,711 | $2.1B | 0.68% | |
| 32 | MAMASTERCARD INCORPORATED | 3,590 | $2.0B | 0.65% | |
| 33 | MCDMCDONALDS CORP | 6,847 | $2.0B | 0.65% | |
| 34 | METAMETA PLATFORMS INC | 2,694 | $2.0B | 0.64% | |
| 35 | JPMJPMORGAN CHASE & CO. | 6,283 | $1.8B | 0.59% | |
| 36 | WMTWALMART INC | 18,594 | $1.8B | 0.59% | |
| 37 | GOOGALPHABET INC | 10,227 | $1.8B | 0.59% | |
| 38 | EWJISHARES INC | 22,428 | $1.7B | 0.54% | |
| 39 | CATCATERPILLAR INC | 4,221 | $1.6B | 0.53% | |
| 40 | NDQINVESCO QQQ TR | 2,867 | $1.6B | 0.51% | |
| 41 | SYKSTRYKER CORPORATION | 3,874 | $1.5B | 0.50% | |
| 42 | AMZNAMAZON COM INC | 6,897 | $1.5B | 0.49% | |
| 43 | TJXTJX COS INC NEW | 12,126 | $1.5B | 0.48% | |
| 44 | TXNTEXAS INSTRS INC | 7,059 | $1.5B | 0.47% | |
| 45 | XLUSELECT SECTOR SPDR TR | 17,785 | $1.5B | 0.47% | |
| 46 | JNJJOHNSON & JOHNSON | 9,068 | $1.4B | 0.45% | |
| 47 | HDHOME DEPOT INC | 3,646 | $1.3B | 0.43% | |
| 48 | VVISA INC | 3,579 | $1.3B | 0.41% | |
| 49 | MARMARRIOTT INTL INC NEW | 4,624 | $1.3B | 0.41% | |
| 50 | ACNACCENTURE PLC IRELAND | 4,227 | $1.3B | 0.41% | |
| 51 | SUBISHARES TR | 11,780 | $1.3B | 0.41% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 1,257 | $1.2B | 0.40% | |
| 53 | QCOMQUALCOMM INC | 7,653 | $1.2B | 0.39% | |
| 54 | RTXRTX CORPORATION | 8,164 | $1.2B | 0.39% | |
| 55 | LMTLOCKHEED MARTIN CORP | 2,519 | $1.2B | 0.38% | |
| 56 | VIGVANGUARD SPECIALIZED FUNDS | 5,694 | $1.2B | 0.38% | |
| 57 | CSCOCISCO SYS INC | 16,762 | $1.2B | 0.38% | |
| 58 | PGPROCTER AND GAMBLE CO | 7,295 | $1.2B | 0.38% | |
| 59 | VTVVANGUARD INDEX FDS | 6,325 | $1.1B | 0.36% | |
| 60 | ABBVABBVIE INC | 5,973 | $1.1B | 0.36% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 3,474 | $1.1B | 0.35% | |
| 62 | XLESELECT SECTOR SPDR TR | 12,359 | $1.0B | 0.34% | |
| 63 | KOCOCA COLA CO | 14,469 | $1.0B | 0.33% | |
| 64 | VOVANGUARD INDEX FDS | 3,658 | $1.0B | 0.33% | |
| 65 | SPMDSPDR SERIES TRUST | 17,846 | $970.5M | 0.31% | |
| 66 | VTEBVANGUARD MUN BD FDS | 19,695 | $965.7M | 0.31% | |
| 67 | MEARISHARES U S ETF TR | 19,189 | $964.6M | 0.31% | |
| 68 | ADPAUTOMATIC DATA PROCESSING IN | 3,065 | $945.2M | 0.31% | |
| 69 | BACBANK AMERICA CORP | 19,938 | $943.5M | 0.31% | |
| 70 | DHRDANAHER CORPORATION | 4,765 | $941.2M | 0.30% | |
| 71 | AMGNAMGEN INC | 3,319 | $926.7M | 0.30% | |
| 72 | MRKMERCK & CO INC | 11,680 | $924.6M | 0.30% | |
| 73 | HONHONEYWELL INTL INC | 3,821 | $889.9M | 0.29% | |
| 74 | RSGREPUBLIC SVCS INC | 3,598 | $887.4M | 0.29% | |
| 75 | MOALTRIA GROUP INC | 15,113 | $886.1M | 0.29% | |
| 76 | SPHQINVESCO EXCHANGE TRADED FD T | 12,050 | $858.7M | 0.28% | |
| 77 | TRVTRAVELERS COMPANIES INC | 3,155 | $844.1M | 0.27% | |
| 78 | SNWVSANUWAVE HEALTH INC | 25,050 | $823.1M | 0.27% | |
| 79 | ABTABBOTT LABS | 6,035 | $820.8M | 0.27% | |
| 80 | DWDMORGAN STANLEY | 5,650 | $795.9M | 0.26% | |
| 81 | AONAON PLC | 2,177 | $776.7M | 0.25% | |
| 82 | ADIANALOG DEVICES INC | 3,208 | $763.5M | 0.25% | |
| 83 | DGROISHARES TR | 11,797 | $754.3M | 0.24% | |
| 84 | XOMEXXON MOBIL CORP | 6,894 | $743.2M | 0.24% | |
| 85 | LOWLOWES COS INC | 3,342 | $741.4M | 0.24% | |
| 86 | IBMINTERNATIONAL BUSINESS MACHS | 2,504 | $738.1M | 0.24% | |
| 87 | BOSCBOS BETTER ONLINE SOLUTIONS | 152,000 | $737.2M | 0.24% | |
| 88 | NXGLNEXGEL INC | 281,000 | $725.0M | 0.23% | |
| 89 | VEAVANGUARD TAX-MANAGED FDS | 12,661 | $721.8M | 0.23% | |
| 90 | VBVANGUARD INDEX FDS | 3,044 | $721.5M | 0.23% | |
| 91 | MCKMCKESSON CORP | 923 | $676.4M | 0.22% | |
| 92 | CVXCHEVRON CORP NEW | 4,716 | $675.3M | 0.22% | |
| 93 | VLOVALERO ENERGY CORP | 5,000 | $672.1M | 0.22% | |
| 94 | MPTIM-TRON INDS INC | 15,675 | $658.4M | 0.21% | |
| 95 | SCHXSCHWAB STRATEGIC TR | 25,760 | $629.6M | 0.20% | |
| 96 | CURICURIOSITYSTREAM INC | 110,872 | $624.2M | 0.20% | |
| 97 | EPDENTERPRISE PRODS PARTNERS L | 20,000 | $620.2M | 0.20% | |
| 98 | XLBSELECT SECTOR SPDR TR | 6,752 | $592.9M | 0.19% | |
| 99 | SPYMSPDR SERIES TRUST | 8,044 | $584.7M | 0.19% | |
| 100 | SMMDISHARES TR | 8,598 | $582.8M | 0.19% |
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