Evernest Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Evernest Financial Advisors, LLC

Investment Activity

Evernest Financial Advisors, LLC has $278.62 million in total holdings as of March 31, 2025.
Evernest Financial Advisors, LLC owns shares of 148 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 7.25% of the portfolio was purchased this quarter.
About 44.59% of the portfolio was sold this quarter.
This quarter, Evernest Financial Advisors, LLC has purchased 163 new stocks and bought additional shares in 59 stocks.
Evernest Financial Advisors, LLC sold shares of 63 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

SPDR Gold MiniShares Trust: $22,983,907
iShares Core S&P 500 ETF: $15,514,953
iShares Core S&P Mid-Cap ETF: $15,009,202
Invesco S&P 500 Equal Weight ETF: $13,303,739
WisdomTree Japan Hedged Equity Fund: $10,225,000

Largest New Holdings this Quarter

511795106 - Lakeland Industries: $1,348,422 Holding
65344E107 - NEXGEL: $669,505 Holding
M20115180 - B.O.S. Better Online Solutions: $629,370 Holding
53656G498 - Roundhill Magnificent Seven ETF: $447,135 Holding
05380C102 - AVITA Medical: $411,086 Holding

Largest Purchases this Quarter

CAPITAL GROUP INTERNATIONAL: 70,580 shares (about $2.07M)
SPDR Gold MiniShares Trust: 27,975 shares (about $1.73M)
FIDELITY COVINGTON TRUST: 55,672 shares (about $1.66M)
Invesco S&P 500 Equal Weight ETF: 9,131 shares (about $1.58M)
Lakeland Industries: 66,392 shares (about $1.35M)

Largest Sales this Quarter

Berkshire Hathaway: 70,673 shares (about $37.64M)
Apple: 112,895 shares (about $25.08M)
Microsoft: 41,632 shares (about $15.63M)
Vanguard S&P 500 ETF: 18,118 shares (about $9.31M)
Walmart: 32,489 shares (about $2.85M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GLDM SPDR Gold MiniShares Trust	$22,983,907	$1,731,373 ▲	8.1%	371,367	8.2%	Finance
IVV iShares Core S&P 500 ETF	$15,514,953	$259,594 ▲	1.7%	27,612	5.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$15,009,202	$60,276 ▲	0.4%	257,227	5.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$13,303,739	$1,581,766 ▲	13.5%	76,798	4.8%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$10,225,000	$66,769 ▼	-0.6%	92,803	3.7%	Finance
IJR iShares Core S&P Small-Cap ETF	$10,093,856	$393,603 ▼	-3.8%	96,527	3.6%	ETF
FSMO Fidelity Fundamental Small-Mid Cap ETF	$9,961,612	$1,002,077 ▲	11.2%	394,676	3.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$8,337,760	$63,697 ▼	-0.8%	110,215	3.0%	ETF
AAPL Apple	$8,198,112	$25,077,244 ▼	-75.4%	36,907	2.9%	Computer and Technology
CAPITAL GROUP INTERNATIONAL	$7,556,261	$2,069,405 ▲	37.7%	257,717	2.7%	SHS
NVDA NVIDIA	$7,140,854	$174,817 ▼	-2.4%	65,887	2.6%	Computer and Technology
FIDELITY COVINGTON TRUST	$5,895,461	$1,656,800 ▲	39.1%	198,100	2.1%	ENHANCED INTL
VOO Vanguard S&P 500 ETF	$5,366,058	$9,310,691 ▼	-63.4%	10,442	1.9%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$4,973,103	$103,831 ▲	2.1%	98,810	1.8%	Finance
DOL WisdomTree International LargeCap Dividend Fund	$4,767,420	$140,429 ▼	-2.9%	86,570	1.7%	Finance
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$4,549,672	$264,335 ▲	6.2%	56,971	1.6%	Manufacturing
MSFT Microsoft	$4,532,626	$15,628,813 ▼	-77.5%	12,074	1.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$4,325,043	$17,340 ▼	-0.4%	7,732	1.6%	Finance
LLY Eli Lilly and Company	$3,947,216	$297,342 ▲	8.1%	4,779	1.4%	Medical
CAPITAL GROUP CONSERVATIVE E	$3,492,255	$798,945 ▲	29.7%	128,794	1.3%	SHS
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$3,107,691	$746,177 ▼	-19.4%	118,614	1.1%	ETF
RSPN Invesco S&P 500 Equal Weight Industrials ETF	$2,829,629	$166,754 ▲	6.3%	57,830	1.0%	ETF
GOOGL Alphabet	$2,353,006	$82,114 ▼	-3.4%	15,216	0.8%	Computer and Technology
BRK.B Berkshire Hathaway	$2,297,018	$37,639,034 ▼	-94.2%	4,313	0.8%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,067,984	$157,873 ▲	8.3%	20,906	0.7%	Finance
MCD McDonald's	$2,054,548	$133,700 ▼	-6.1%	6,577	0.7%	Retail/Wholesale
RSPG Invesco S&P 500 Equal Weight Energy ETF	$1,956,185	$286,051 ▲	17.1%	23,894	0.7%	ETF
MA Mastercard	$1,952,637	$3,837 ▼	-0.2%	3,562	0.7%	Business Services
UNH UnitedHealth Group	$1,835,578	$28,280 ▼	-1.5%	3,505	0.7%	Medical
KINS Kingstone Companies	$1,658,340	$173,576 ▼	-9.5%	99,600	0.6%	Finance
GOOG Alphabet	$1,542,063	$20,936 ▼	-1.3%	9,870	0.6%	Computer and Technology
GS The Goldman Sachs Group	$1,535,457	$385,640 ▲	33.5%	2,811	0.6%	Finance
WMT Walmart	$1,525,138	$2,852,139 ▼	-65.2%	17,373	0.5%	Retail/Wholesale
EWJ iShares MSCI Japan ETF	$1,516,279	$53,683 ▼	-3.4%	22,116	0.5%	ETF
JNJ Johnson & Johnson	$1,496,584	$192,878 ▲	14.8%	9,024	0.5%	Medical
VTWO Vanguard Russell 2000 ETF	$1,468,125	$1,855 ▲	0.1%	18,204	0.5%	ETF
SYK Stryker	$1,465,969	$248,299 ▲	20.4%	3,938	0.5%	Medical
TJX TJX Companies	$1,438,649	$22,410 ▼	-1.5%	11,812	0.5%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$1,386,888	$61,078 ▲	4.6%	5,654	0.5%	Finance
AMZN Amazon.com	$1,361,124	$34,057 ▼	-2.4%	7,154	0.5%	Retail/Wholesale
IWR iShares Russell Mid-Cap ETF	$1,353,634		0.0%	15,912	0.5%	ETF
LAKE Lakeland Industries	$1,348,422	$1,348,422 ▲	New Holding	66,392	0.5%	Industrials
QQQ Invesco QQQ	$1,340,680	$44,549 ▼	-3.2%	2,859	0.5%	Finance
META Meta Platforms	$1,313,413	$397,078 ▲	43.3%	2,279	0.5%	Computer and Technology
ACN Accenture	$1,310,511	$65,526 ▼	-4.8%	4,200	0.5%	Computer and Technology
CAT Caterpillar	$1,293,244	$37,270 ▼	-2.8%	3,921	0.5%	Industrials
IWM iShares Russell 2000 ETF	$1,289,643	$199 ▲	0.0%	6,465	0.5%	Finance
HD Home Depot	$1,252,472	$332,820 ▼	-21.0%	3,417	0.4%	Retail/Wholesale
XLU Utilities Select Sector SPDR Fund	$1,251,476	$19,002 ▲	1.5%	15,872	0.4%	ETF
PG Procter & Gamble	$1,243,420	$137,022 ▲	12.4%	7,296	0.4%	Consumer Staples
JMST JPMorgan Ultra-Short Municipal ETF	$1,211,145	$2,802,089 ▼	-69.8%	23,818	0.4%	ETF
ABBV AbbVie	$1,169,934	$47,979 ▲	4.3%	5,584	0.4%	Medical
XLE Energy Select Sector SPDR Fund	$1,156,342	$189,048 ▼	-14.1%	12,374	0.4%	ETF
AVGO Broadcom	$1,144,734	$283,630 ▼	-19.9%	6,837	0.4%	Computer and Technology
V Visa	$1,115,142	$150,695 ▼	-11.9%	3,182	0.4%	Business Services
SUB iShares Short-Term National Muni Bond ETF	$1,111,982	$36,010 ▲	3.3%	10,530	0.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,104,517	$3,686 ▲	0.3%	5,694	0.4%	ETF
VTV Vanguard Value ETF	$1,093,323	$106,413 ▼	-8.9%	6,329	0.4%	ETF
COST Costco Wholesale	$1,092,591	$7,568 ▲	0.7%	1,155	0.4%	Retail/Wholesale
LMT Lockheed Martin	$1,075,843	$16,531 ▲	1.6%	2,408	0.4%	Aerospace
MAR Marriott International	$1,073,651	$6,194 ▼	-0.6%	4,507	0.4%	Consumer Discretionary
TXN Texas Instruments	$1,051,605	$1,258 ▼	-0.1%	5,852	0.4%	Computer and Technology
QCOM QUALCOMM	$1,043,918	$245,158 ▲	30.7%	6,796	0.4%	Computer and Technology
DHR Danaher	$1,017,203	$44,280 ▲	4.6%	4,962	0.4%	Medical
MAMA Mama's Creations	$1,010,300	$232,505 ▼	-18.7%	155,192	0.4%	Consumer Staples
MRK Merck & Co., Inc.	$994,725	$66,692 ▼	-6.3%	11,082	0.4%	Medical
CSCO Cisco Systems	$952,726	$175,439 ▲	22.6%	15,439	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$942,266	$30,262 ▼	-3.1%	3,643	0.3%	ETF
AMGN Amgen	$934,650	$85,676 ▲	10.1%	3,000	0.3%	Medical
VTEB Vanguard Tax-Exempt Bond ETF	$919,384	$11,413 ▼	-1.2%	18,528	0.3%	ETF
RTX RTX	$912,191	$42,782 ▲	4.9%	6,887	0.3%	Aerospace
MO Altria Group	$907,060		0.0%	15,113	0.3%	Consumer Staples
KO Coca-Cola	$885,257	$52,070 ▲	6.2%	12,360	0.3%	Consumer Staples
ADP Automatic Data Processing	$884,999	$117,002 ▲	15.2%	2,897	0.3%	Business Services
RSG Republic Services	$848,361	$57,881 ▲	7.3%	3,503	0.3%	Business Services
MEAR iShares Short Maturity Municipal Bond Active ETF	$841,821	$72,948 ▲	9.5%	16,756	0.3%	ETF
BAC Bank of America	$840,105	$77,325 ▲	10.1%	20,132	0.3%	Finance
TRV Travelers Companies	$824,856	$11,107 ▼	-1.3%	3,119	0.3%	Finance
CVX Chevron	$807,508	$192,216 ▲	31.2%	4,827	0.3%	Energy
HON Honeywell International	$806,589	$53,998 ▲	7.2%	3,809	0.3%	Multi-Sector Conglomerates
SPHQ Invesco S&P 500 Quality ETF	$799,397		0.0%	12,050	0.3%	ETF
AON AON	$797,382	$114,140 ▲	16.7%	1,998	0.3%	Finance
XOM Exxon Mobil	$773,515	$455,380 ▼	-37.1%	6,504	0.3%	Energy
LOW Lowe's Companies	$761,461	$17,958 ▼	-2.3%	3,265	0.3%	Retail/Wholesale
DGRO iShares Core Dividend Growth ETF	$728,819		0.0%	11,797	0.3%	ETF
GNSS Genasys	$711,116	$667,986 ▲	1,548.8%	313,267	0.3%	Consumer Discretionary
EPD Enterprise Products Partners	$682,800		0.0%	20,000	0.2%	Energy
NXGL NEXGEL	$669,505	$669,505 ▲	New Holding	224,666	0.2%	Medical
VB Vanguard Small-Cap ETF	$667,132		0.0%	3,008	0.2%	ETF
VLO Valero Energy	$660,350	$16,509 ▼	-2.4%	5,000	0.2%	Energy
ABT Abbott Laboratories	$658,981	$16,581 ▲	2.6%	4,968	0.2%	Medical
BOSC B.O.S. Better Online Solutions	$629,370	$629,370 ▲	New Holding	166,500	0.2%	Computer and Technology
ADI Analog Devices	$617,490	$57,070 ▼	-8.5%	3,062	0.2%	Computer and Technology
SHEL Shell	$583,748	$166,126 ▼	-22.2%	7,966	0.2%	Energy
MCK McKesson	$578,098		0.0%	859	0.2%	Medical
SCHX Schwab US Large-Cap ETF	$567,814	$994 ▲	0.2%	25,716	0.2%	ETF
MS Morgan Stanley	$557,327	$8,633 ▼	-1.5%	4,777	0.2%	Finance
XLB Materials Select Sector SPDR Fund	$542,634	$29,062 ▲	5.7%	6,311	0.2%	ETF
MMC Marsh & McLennan Companies	$530,603		0.0%	2,174	0.2%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$515,149	$23,015 ▼	-4.3%	7,834	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Evernest Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Evernest Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Evernest Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Evernest Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEvernest Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools