Evernest Financial Advisors, LLC Portfolio Holdings

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025

Evernest Financial Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $26M, Ishares Core S&P 500 ETF with a value of $16.8M, Ishares Core S&P Mid Cap ETF with a value of $16M, Invesco S&P 500 Equal Weight E with a value of $14.5M, and Fidelity Covington Tr with a value of $10.7M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $255M to 275M.

Evernest Financial Advisors, LLC is based out at Carmel, IN

Below you can find more details about Evernest Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $275 Million
ETFs: $168 Million
Technology: $29.6 Million
Financial Services: $18 Million
Healthcare: $14.8 Million
Consumer Cyclical: $9.16 Million
Industrials: $9 Million
Communication Services: $8.9 Million
Consumer Defensive: $7.5 Million
Other: $5.45 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.83B
$26 Million 9.45% of portfolio
396,942
Q2 2025 Added 6.89%
$0
$16.8 Million 6.1% of portfolio
27,020
Q2 2025 Reduced 2.14%
$0
$16 Million 5.8% of portfolio
257,361
Q2 2025 Added 0.05%
$0
$14.5 Million 5.29% of portfolio
80,039
Q2 2025 Added 4.22%
$0
$10.7 Million 3.88% of portfolio
406,512
Q2 2025 Added 3.0%
$0
$9.54 Million 3.47% of portfolio
114,286
Q2 2025 Added 3.69%
$3.26T
$7.65 Million 2.78% of portfolio
37,302
Q2 2025 Added 1.07%
$0
$7.25 Million 2.63% of portfolio
66,308
Q2 2025 Reduced 31.31%
$0
$6.99 Million 2.54% of portfolio
61,139
Q2 2025 Reduced 34.12%
$3.93T
$6.39 Million 2.32% of portfolio
12,846
Q2 2025 Added 6.39%
$0
$5.69 Million 2.07% of portfolio
10,011
Q2 2025 Reduced 4.13%
$0
$5.56 Million 2.02% of portfolio
93,271
Q2 2025 Added 7.74%
$0
$5.51 Million 2.0% of portfolio
129,380
Q2 2025 New
$0
$5.24 Million 1.91% of portfolio
62,604
Q2 2025 Added 9.89%
$0
$5.24 Million 1.9% of portfolio
104,069
Q2 2025 Added 5.32%
$0
$4.74 Million 1.72% of portfolio
7,674
Q2 2025 Reduced 0.75%
$0
$3.4 Million 1.23% of portfolio
115,651
Q2 2025 Reduced 2.5%
$1.16T
$2.96 Million 1.08% of portfolio
16,786
Q2 2025 Added 10.32%
$444B
$2.65 Million 0.96% of portfolio
16,744
Q2 2025 Reduced 74.59%
$167M
$2.41 Million 0.88% of portfolio
156,500
Q2 2025 Added 57.13%
$611B
$2.38 Million 0.87% of portfolio
4,909
Q2 2025 Added 13.82%
$119B
$2.37 Million 0.86% of portfolio
8,604
Q2 2025 Added 25.84%
$246B
$2.24 Million 0.81% of portfolio
3,169
Q2 2025 Added 12.74%
$0
$2.16 Million 0.79% of portfolio
23,507
Q2 2025 Added 47.73%
$0
$2.1 Million 0.76% of portfolio
9,711
Q2 2025 Added 50.21%
$540B
$2.02 Million 0.73% of portfolio
3,590
Q2 2025 Added 0.79%
$220B
$2 Million 0.73% of portfolio
6,847
Q2 2025 Added 4.11%
$1.72T
$1.99 Million 0.72% of portfolio
2,694
Q2 2025 Added 18.21%
$855B
$1.82 Million 0.66% of portfolio
6,283
Q2 2025 Added 11.12%
$270B
$1.82 Million 0.66% of portfolio
18,594
Q2 2025 Added 7.03%
$1.19T
$1.81 Million 0.66% of portfolio
10,227
Q2 2025 Added 3.62%
$0
$1.68 Million 0.61% of portfolio
22,428
Q2 2025 Added 1.41%
$229B
$1.64 Million 0.6% of portfolio
4,221
Q2 2025 Added 7.65%
$0
$1.58 Million 0.57% of portfolio
2,867
Q2 2025 Added 0.28%
$144B
$1.53 Million 0.56% of portfolio
3,874
Q2 2025 Reduced 1.63%
$2.18T
$1.51 Million 0.55% of portfolio
6,897
Q2 2025 Reduced 3.59%
$150B
$1.5 Million 0.54% of portfolio
12,126
Q2 2025 Added 2.66%
$0
$1.45 Million 0.53% of portfolio
17,785
Q2 2025 Added 12.05%
$446B
$1.39 Million 0.5% of portfolio
9,068
Q2 2025 Added 0.49%
$177B
$1.37 Million 0.5% of portfolio
7,059
Q2 2025 Added 20.63%
$395B
$1.34 Million 0.49% of portfolio
3,646
Q2 2025 Added 6.7%
$156B
$1.26 Million 0.46% of portfolio
4,227
Q2 2025 Added 0.64%
$552B
$1.27 Million 0.46% of portfolio
3,579
Q2 2025 Added 12.48%
$0
$1.25 Million 0.46% of portfolio
11,780
Q2 2025 Added 11.87%
$84.3B
$1.26 Million 0.46% of portfolio
4,624
Q2 2025 Added 2.6%
$418B
$1.24 Million 0.45% of portfolio
1,257
Q2 2025 Added 8.83%
$165B
$1.22 Million 0.44% of portfolio
7,653
Q2 2025 Added 12.61%
$230B
$1.19 Million 0.43% of portfolio
8,164
Q2 2025 Added 18.54%
$112B
$1.17 Million 0.42% of portfolio
2,519
Q2 2025 Added 4.61%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $275 Million
  • Prior Value $255 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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