Evernest Financial Advisors, LLC Top Holdings and 13F Report (2025) About Evernest Financial Advisors, LLCInvestment ActivityEvernest Financial Advisors, LLC has $309.04 million in total holdings as of March 31, 2025.Evernest Financial Advisors, LLC owns shares of 171 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 12.26% of the portfolio was purchased this quarter.About 8.65% of the portfolio was sold this quarter.This quarter, Evernest Financial Advisors, LLC has purchased 148 new stocks and bought additional shares in 92 stocks.Evernest Financial Advisors, LLC sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Gold MiniShares Trust $26,007,644iShares Core S&P 500 ETF $16,776,780iShares Core S&P Mid-Cap ETF $15,961,511Invesco S&P 500 Equal Weight ETF $14,546,283Fidelity Fundamental Small-Mid Cap ETF $11,053,048 Largest New Holdings this Quarter 78468R853 - SPDR Portfolio S&P 600 Small Cap ETF $5,511,591 Holding46654Q716 - J P MORGAN EXCHANGE TRADED F $2,247,501 Holding78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF $970,465 Holding80303D305 - SANUWAVE HEALTH INC $823,143 Holding55380K109 - M-tron Industries $658,350 Holding Largest Purchases this Quarter SPDR Portfolio S&P 600 Small Cap ETF 129,380 shares (about $5.51M)CAPITAL GROUP CONSERVATIVE E 88,201 shares (about $2.52M)J P MORGAN EXCHANGE TRADED F 41,939 shares (about $2.25M)CAPITAL GROUP INTERNATIONAL 67,581 shares (about $2.22M)SPDR Gold MiniShares Trust 25,575 shares (about $1.68M) Largest Sales this Quarter NVIDIA 49,143 shares (about $7.76M)WisdomTree Japan Hedged Equity Fund 31,664 shares (about $3.62M)iShares Core S&P Small-Cap ETF 30,219 shares (about $3.30M)Mama's Creations 87,950 shares (about $729.99K)iShares Core S&P 500 ETF 592 shares (about $367.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvernest Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDMSPDR Gold MiniShares Trust$26,007,644$1,675,674 ▲6.9%396,9428.4%FinanceIVViShares Core S&P 500 ETF$16,776,780$367,574 ▼-2.1%27,0205.4%ETFIJHiShares Core S&P Mid-Cap ETF$15,961,511$8,311 ▲0.1%257,3615.2%ETFRSPInvesco S&P 500 Equal Weight ETF$14,546,283$589,019 ▲4.2%80,0394.7%ETFFSMOFidelity Fundamental Small-Mid Cap ETF$11,053,048$321,820 ▲3.0%406,5123.6%ETFCAPITAL GROUP INTERNATIONAL$10,708,809$2,224,766 ▲26.2%325,2983.5%SHSIEFAiShares Core MSCI EAFE ETF$9,540,627$339,848 ▲3.7%114,2863.1%ETFFIDELITY COVINGTON TRUST$8,250,490$1,661,673 ▲25.2%248,0602.7%ENHANCED INTLAAPLApple$7,653,157$81,041 ▲1.1%37,3022.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,246,777$3,302,623 ▼-31.3%66,3082.3%ETFDXJWisdomTree Japan Hedged Equity Fund$6,986,366$3,618,252 ▼-34.1%61,1392.3%FinanceMSFTMicrosoft$6,389,891$384,010 ▲6.4%12,8462.1%Computer and TechnologyCAPITAL GROUP CONSERVATIVE E$6,206,055$2,522,548 ▲68.5%216,9952.0%SHSVOOVanguard S&P 500 ETF$5,686,338$244,812 ▼-4.1%10,0111.8%ETFDOLWisdomTree International LargeCap Dividend Fund$5,555,851$399,157 ▲7.7%93,2711.8%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$5,511,591$5,511,591 ▲New Holding129,3801.8%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$5,242,438$471,706 ▲9.9%62,6041.7%ManufacturingUSFRWisdomTree Floating Rate Treasury Fund$5,235,722$264,581 ▲5.3%104,0691.7%FinanceSPYSPDR S&P 500 ETF Trust$4,741,516$35,836 ▼-0.8%7,6741.5%FinanceLLYEli Lilly and Company$3,802,759$77,178 ▲2.1%4,8781.2%MedicalDFAXDimensional World ex U.S. Core Equity 2 ETF$3,396,675$87,023 ▼-2.5%115,6511.1%ETFRSPNInvesco S&P 500 Equal Weight Industrials ETF$3,069,951$25,694 ▼-0.8%57,3501.0%ETFGOOGLAlphabet$2,958,172$276,679 ▲10.3%16,7861.0%Computer and TechnologyNVDANVIDIA$2,645,417$7,764,198 ▼-74.6%16,7440.9%Computer and TechnologyKINSKingstone Companies$2,411,665$876,829 ▲57.1%156,5000.8%FinanceBRK.BBerkshire Hathaway$2,384,645$289,519 ▲13.8%4,9090.8%FinanceAVGOBroadcom$2,371,766$487,089 ▲25.8%8,6040.8%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$2,247,501$2,247,501 ▲New Holding41,9390.7%ACTIVE BOND ETFGSThe Goldman Sachs Group$2,242,547$253,339 ▲12.7%3,1690.7%FinanceIWRiShares Russell Mid-Cap ETF$2,161,939$698,512 ▲47.7%23,5070.7%ETFIWMiShares Russell 2000 ETF$2,095,499$700,442 ▲50.2%9,7110.7%FinanceMAMastercard$2,017,101$15,732 ▲0.8%3,5900.7%Business ServicesMCDMcDonald's$2,000,576$78,889 ▲4.1%6,8470.6%Retail/WholesaleMETAMeta Platforms$1,988,771$306,362 ▲18.2%2,6940.6%Computer and TechnologyJPMJPMorgan Chase & Co.$1,821,399$182,343 ▲11.1%6,2830.6%FinanceWMTWalmart$1,818,080$119,387 ▲7.0%18,5940.6%Retail/WholesaleGOOGAlphabet$1,814,141$63,327 ▲3.6%10,2270.6%Computer and TechnologyEWJiShares MSCI Japan ETF$1,681,429$23,391 ▲1.4%22,4280.5%ETFCATCaterpillar$1,638,816$116,476 ▲7.7%4,2210.5%IndustrialsQQQInvesco QQQ$1,581,808$4,414 ▲0.3%2,8670.5%FinanceSYKStryker$1,532,818$25,323 ▼-1.6%3,8740.5%MedicalAMZNAmazon.com$1,513,138$56,383 ▼-3.6%6,8970.5%Retail/WholesaleTJXTJX Companies$1,497,472$38,777 ▲2.7%12,1260.5%Retail/WholesaleTXNTexas Instruments$1,465,534$250,588 ▲20.6%7,0590.5%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$1,452,290$156,212 ▲12.1%17,7850.5%ETFJNJJohnson & Johnson$1,385,159$6,721 ▲0.5%9,0680.4%MedicalHDHome Depot$1,336,945$83,972 ▲6.7%3,6460.4%Retail/WholesaleVVisa$1,270,702$140,952 ▲12.5%3,5790.4%Business ServicesMARMarriott International$1,263,418$31,968 ▲2.6%4,6240.4%Consumer DiscretionaryACNAccenture$1,263,353$8,070 ▲0.6%4,2270.4%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,252,647$132,921 ▲11.9%11,7800.4%ETFCOSTCostco Wholesale$1,244,584$100,992 ▲8.8%1,2570.4%Retail/WholesaleQCOMQUALCOMM$1,218,755$136,479 ▲12.6%7,6530.4%Computer and TechnologyRTXRTX$1,192,107$186,467 ▲18.5%8,1640.4%AerospaceLMTLockheed Martin$1,166,874$51,418 ▲4.6%2,5190.4%AerospaceVIGVanguard Dividend Appreciation ETF$1,165,3250.0%5,6940.4%ETFCSCOCisco Systems$1,162,931$91,788 ▲8.6%16,7620.4%Computer and TechnologyPGProcter & Gamble$1,162,211$159 ▼0.0%7,2950.4%Consumer StaplesVTVVanguard Value ETF$1,117,934$707 ▼-0.1%6,3250.4%ETFABBVAbbVie$1,108,675$72,204 ▲7.0%5,9730.4%MedicalUNHUnitedHealth Group$1,083,892$9,672 ▼-0.9%3,4740.4%MedicalXLEEnergy Select Sector SPDR Fund$1,048,199$1,272 ▼-0.1%12,3590.3%ETFKOCocaCola$1,023,689$149,213 ▲17.1%14,4690.3%Consumer StaplesVOVanguard Mid-Cap ETF$1,023,618$4,197 ▲0.4%3,6580.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$970,465$970,465 ▲New Holding17,8460.3%ETFVTEBVanguard Tax-Exempt Bond ETF$965,659$57,219 ▲6.3%19,6950.3%ETFMEARiShares Short Maturity Municipal Bond Active ETF$964,632$122,307 ▲14.5%19,1890.3%ETFADPAutomatic Data Processing$945,159$51,806 ▲5.8%3,0650.3%Computer and TechnologyBACBank of America$943,457$9,180 ▼-1.0%19,9380.3%FinanceDHRDanaher$941,246$38,914 ▼-4.0%4,7650.3%MedicalAMGNAmgen$926,698$89,068 ▲10.6%3,3190.3%MedicalMRKMerck & Co., Inc.$924,593$47,338 ▲5.4%11,6800.3%MedicalHONHoneywell International$889,931$2,795 ▲0.3%3,8210.3%Multi-Sector ConglomeratesRSGRepublic Services$887,397$23,430 ▲2.7%3,5980.3%Business ServicesMOAltria Group$886,0540.0%15,1130.3%Consumer StaplesSPHQInvesco S&P 500 Quality ETF$858,6830.0%12,0500.3%ETFTRVTravelers Companies$844,094$9,632 ▲1.2%3,1550.3%FinanceSANUWAVE HEALTH INC$823,143$823,143 ▲New Holding25,0500.3%COMABTAbbott Laboratories$820,843$145,127 ▲21.5%6,0350.3%MedicalMSMorgan Stanley$795,851$122,970 ▲18.3%5,6500.3%FinanceAONAON$776,667$63,860 ▲9.0%2,1770.3%FinanceADIAnalog Devices$763,541$34,750 ▲4.8%3,2080.2%Computer and TechnologyDGROiShares Core Dividend Growth ETF$754,3000.0%11,7970.2%ETFXOMExxon Mobil$743,168$42,042 ▲6.0%6,8940.2%EnergyLOWLowe's Companies$741,416$17,082 ▲2.4%3,3420.2%Retail/WholesaleIBMInternational Business Machines$738,145$137,665 ▲22.9%2,5040.2%Computer and TechnologyBOSCB.O.S. Better Online Solutions$737,200$70,325 ▼-8.7%152,0000.2%Computer and TechnologyNXGLNexGel$724,980$145,342 ▲25.1%281,0000.2%MedicalVEAVanguard FTSE Developed Markets ETF$721,804$354,374 ▲96.4%12,6610.2%ETFVBVanguard Small-Cap ETF$721,483$8,533 ▲1.2%3,0440.2%ETFMCKMcKesson$676,356$46,898 ▲7.5%9230.2%MedicalCVXChevron$675,342$15,895 ▼-2.3%4,7160.2%EnergyVLOValero Energy$672,1000.0%5,0000.2%EnergyMPTIM-tron Industries$658,350$658,350 ▲New Holding15,6750.2%ConstructionSCHXSchwab US Large-Cap ETF$629,572$1,075 ▲0.2%25,7600.2%ETFCURICuriosityStream$624,207$624,207 ▲New Holding110,8720.2%Consumer DiscretionaryEPDEnterprise Products Partners$620,2000.0%20,0000.2%EnergyXLBMaterials Select Sector SPDR Fund$592,915$38,726 ▲7.0%6,7520.2%ETFSPLGSPDR Portfolio S&P 500 ETF$584,702$15,264 ▲2.7%8,0440.2%ETFSMMDiShares Russell 2500 ETF$582,772$582,772 ▲New Holding8,5980.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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