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 |
|---|---|---|---|---|---|
| 101 | SCHMSCHWAB STRATEGIC TR | 20,681 | $580.1M | 0.19% | |
| 102 | CEGCONSTELLATION ENERGY CORP | 1,792 | $578.3M | 0.19% | |
| 103 | SHELSHELL PLC | 8,006 | $563.7M | 0.18% | |
| 104 | BLKBLACKROCK INC | 536 | $562.5M | 0.18% | |
| 105 | MAMAMAMAS CREATIONS INC | 67,242 | $558.1M | 0.18% | |
| 106 | MRSHMARSH & MCLENNAN COS INC | 2,510 | $548.7M | 0.18% | |
| 107 | DISDISNEY WALT CO | 4,391 | $544.5M | 0.18% | |
| 108 | XLISELECT SECTOR SPDR TR | 3,682 | $543.1M | 0.18% | |
| 109 | GNSSGENASYS INC | 313,267 | $542.0M | 0.18% | |
| 110 | ACNTASCENT INDUSTRIES CO | 40,500 | $510.7M | 0.17% | |
| 111 | CBCHUBB LIMITED | 1,725 | $499.7M | 0.16% | |
| 112 | EEMISHARES TR | 10,315 | $497.6M | 0.16% | |
| 113 | MDYSPDR S&P MIDCAP 400 ETF TR | 871 | $493.5M | 0.16% | |
| 114 | ITWILLINOIS TOOL WKS INC | 1,831 | $452.6M | 0.15% | |
| 115 | WFCWELLS FARGO CO NEW | 5,647 | $452.4M | 0.15% | |
| 116 | ADBEADOBE INC | 1,134 | $438.6M | 0.14% | |
| 117 | SBUXSTARBUCKS CORP | 4,684 | $429.2M | 0.14% | |
| 118 | SCHASCHWAB STRATEGIC TR | 16,673 | $421.8M | 0.14% | |
| 119 | IDRIDAHO STRATEGIC RESOURCES | 30,250 | $395.7M | 0.13% | |
| 120 | NOCNORTHROP GRUMMAN CORP | 789 | $394.5M | 0.13% | |
| 121 | PHPARKER-HANNIFIN CORP | 561 | $391.8M | 0.13% | |
| 122 | NKENIKE INC | 5,419 | $385.0M | 0.12% | |
| 123 | BACVERIZON COMMUNICATIONS INC | 8,621 | $373.0M | 0.12% | |
| 124 | NFLXNETFLIX INC | 276 | $369.6M | 0.12% | |
| 125 | CRMSALESFORCE INC | 1,348 | $367.6M | 0.12% | |
| 126 | TDVGT ROWE PRICE ETF INC | 8,659 | $367.0M | 0.12% | |
| 127 | LINLINDE PLC | 777 | $364.6M | 0.12% | |
| 128 | AMTAMERICAN TOWER CORP NEW | 1,609 | $355.6M | 0.12% | |
| 129 | RDVTRED VIOLET INC | 7,000 | $344.4M | 0.11% | |
| 130 | ETNEATON CORP PLC | 948 | $338.4M | 0.11% | |
| 131 | ICEINTERCONTINENTAL EXCHANGE IN | 1,838 | $337.2M | 0.11% | |
| 132 | CLCOLGATE PALMOLIVE CO | 3,696 | $336.0M | 0.11% | |
| 133 | EFAISHARES TR | 3,756 | $335.7M | 0.11% | |
| 134 | LNGCHENIERE ENERGY INC | 1,356 | $330.2M | 0.11% | |
| 135 | VWOVANGUARD INTL EQUITY INDEX F | 6,672 | $330.0M | 0.11% | |
| 136 | PANWPALO ALTO NETWORKS INC | 1,598 | $327.0M | 0.11% | |
| 137 | CBRECBRE GROUP INC | 2,291 | $321.0M | 0.10% | |
| 138 | PGRPROGRESSIVE CORP | 1,202 | $320.8M | 0.10% | |
| 139 | ITOTISHARES TR | 2,267 | $306.1M | 0.10% | |
| 140 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,349 | $305.4M | 0.10% | |
| 141 | PEPPEPSICO INC | 2,290 | $302.4M | 0.10% | |
| 142 | VUGVANGUARD INDEX FDS | 670 | $293.6M | 0.10% | |
| 143 | XLKSELECT SECTOR SPDR TR | 1,075 | $272.2M | 0.09% | |
| 144 | T7DTRANSDIGM GROUP INC | 174 | $264.6M | 0.09% | |
| 145 | EWCZEUROPEAN WAX CTR INC | 46,963 | $264.4M | 0.09% | |
| 146 | ABXABACUS GLOBAL MGMT INC | 51,300 | $263.7M | 0.09% | |
| 147 | XLRESELECT SECTOR SPDR TR | 6,336 | $262.4M | 0.08% | |
| 148 | BXBLACKSTONE INC | 1,725 | $258.0M | 0.08% | |
| 149 | SRTSSENSUS HEALTHCARE INC | 53,800 | $255.0M | 0.08% | |
| 150 | SPLVINVESCO EXCH TRADED FD TR II | 3,470 | $252.7M | 0.08% | |
| 151 | ORCLORACLE CORP | 1,141 | $249.5M | 0.08% | |
| 152 | RHCRH PLC | 2,688 | $246.8M | 0.08% | |
| 153 | TAT&T INC | 8,116 | $234.9M | 0.08% | |
| 154 | TMOTHERMO FISHER SCIENTIFIC INC | 576 | $233.5M | 0.08% | |
| 155 | IWFISHARES TR | 545 | $231.4M | 0.07% | |
| 156 | XMESPDR SERIES TRUST | 3,408 | $229.1M | 0.07% | |
| 157 | IVOOVANGUARD ADMIRAL FDS INC | 2,145 | $225.2M | 0.07% | |
| 158 | CITHE CIGNA GROUP | 654 | $216.2M | 0.07% | |
| 159 | GDGENERAL DYNAMICS CORP | 728 | $212.4M | 0.07% | |
| 160 | VTIVANGUARD INDEX FDS | 696 | $211.5M | 0.07% | |
| 161 | LSFLAIRD SUPERFOOD INC | 33,465 | $210.8M | 0.07% | |
| 162 | IAU*ISHARES GOLD TR | 3,348 | $208.8M | 0.07% | |
| 163 | PWRQUANTA SVCS INC | 550 | $207.9M | 0.07% | |
| 164 | EMXCISHARES INC | 3,240 | $204.6M | 0.07% | |
| 165 | COPCONOCOPHILLIPS | 2,241 | $201.1M | 0.07% | |
| 166 | RPIDRAPID MICRO BIOSYSTEMS INC | 44,000 | $151.8M | 0.05% | |
| 167 | MINDMIND TECHNOLOGY INC | 15,000 | $126.6M | 0.04% | |
| 168 | GABGABELLI EQUITY TR INC | 19,855 | $115.6M | 0.04% | |
| 169 | ALTSALT5 SIGMA CORP | 12,000 | $86.9M | 0.03% | |
| 170 | BOFBRANCHOUT FOOD INC | 26,000 | $63.2M | 0.02% | |
| 171 | RSSSRESEARCH SOLUTIONS INC | 12,208 | $35.0M | 0.01% |
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