Evernest Financial Advisors, LLC Incresed Positions in Q2 2025

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
15
+ 0.41%
$228.54 - $279.83 $3.43K - $4.2K
3.66K $1.02M
CRM
Salesforce, Inc.

Technology
242
+ 21.88%
$236.26 - $291.15 $57.2K - $70.5K
1.35K $367K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
210
+ 2.68%
$58.41 - $72.69 $12.3K - $15.3K
8.04K $584K
MA
Mastercard Inc

Financial Services
28
+ 0.79%
$479.92 - $590.74 $13.4K - $16.5K
3.59K $2.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
44
+ 0.17%
$19.6 - $24.44 $862 - $1.08K
25.8K $629K
ADP
Automatic Data Processing Inc

Industrials
168
+ 5.8%
$276.76 - $326.81 $46.5K - $54.9K
3.07K $945K
TJX
Tjx Companies Inc

Consumer Cyclical
314
+ 2.66%
$119.13 - $135.03 $37.4K - $42.4K
12.1K $1.5M
CL
Colgate Palmolive CO

Consumer Defensive
727
+ 24.49%
$87.57 - $96.0 $63.7K - $69.8K
3.7K $335K
PGR
Progressive Corp

Financial Services
270
+ 28.97%
$255.27 - $288.74 $68.9K - $78K
1.2K $320K
NXGL
Nexgel, Inc.

Healthcare
56.3K
+ 25.07%
$2.12 - $3.01 $119K - $170K
281K $724K
XLB
Select Sector Spdr Fd Material

ETFs
441
+ 6.99%
$74.27 - $88.92 $32.8K - $39.2K
6.75K $592K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.16K
+ 22.32%
$37.08 - $42.26 $42.9K - $48.9K
6.34K $262K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.17K
+ 6.3%
$48.13 - $49.85 $56.2K - $58.2K
19.7K $965K
SCHA
Schwab Strategic Tr Us Small C

ETFs
566
+ 3.51%
$20.42 - $25.3 $11.6K - $14.3K
16.7K $421K
RSG
Republic Services, Inc.

Industrials
95
+ 2.71%
$227.2 - $258.07 $21.6K - $24.5K
3.6K $887K
NOC
Northrop Grumman Corp

Industrials
88
+ 12.55%
$456.3 - $540.39 $40.2K - $47.6K
789 $394K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 0.17%
$39.89 - $49.46 $439 - $544
6.67K $329K
TRV
Travelers Companies, Inc.

Financial Services
36
+ 1.15%
$233.83 - $276.34 $8.42K - $9.95K
3.16K $844K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
336
+ 15.46%
$212.1 - $244.27 $71.3K - $82.1K
2.51K $548K
AMT
American Tower Corp

Real Estate
40
+ 2.55%
$203.96 - $228.19 $8.16K - $9.13K
1.61K $355K
VZ
Verizon Communications Inc

Communication Services
519
+ 6.41%
$41.67 - $45.62 $21.6K - $23.7K
8.62K $373K
Abacus Global Mgmt Inc
40.3K
+ 366.36%
N/A
51.3K $0
Capital Group Conservative E
88.2K
+ 68.48%
N/A
217K $0
Fidelity Covington Trust
50K
+ 25.22%
N/A
248K $0
Capital Group International
67.6K
+ 26.22%
N/A
325K $0
Linde PLC
183
+ 30.81%
N/A
777 $0
Blackrock Inc
63
+ 13.32%
N/A
536 $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
17
+ 0.49%
$68.13 - $74.77 $1.16K - $1.27K
3.47K $252K
AMGN
Amgen Inc

Healthcare
319
+ 10.63%
$262.28 - $309.85 $83.7K - $98.8K
3.32K $926K
TMO
Thermo Fisher Scientific Inc.

Healthcare
84
+ 17.07%
$390.26 - $489.06 $32.8K - $41.1K
576 $233K
LOW
Lowes Companies Inc

Consumer Cyclical
77
+ 2.36%
$210.83 - $235.28 $16.2K - $18.1K
3.34K $741K
SHEL
Shell PLC

Energy
40
+ 0.5%
$59.75 - $73.05 $2.39K - $2.92K
8.01K $563K
AON
Aon PLC

Financial Services
179
+ 8.96%
$335.85 - $398.81 $60.1K - $71.4K
2.18K $776K
XOM
Exxon Mobil Corp

Energy
390
+ 6.0%
$99.93 - $119.04 $39K - $46.4K
6.89K $743K
ACN
Accenture PLC

Technology
27
+ 0.64%
$279.23 - $323.21 $7.54K - $8.73K
4.23K $1.26M
MCD
Mcdonalds Corp

Consumer Cyclical
270
+ 4.11%
$285.55 - $321.23 $77.1K - $86.7K
6.85K $2M
ABBV
Abb Vie Inc.

Healthcare
389
+ 6.97%
$170.16 - $206.27 $66.2K - $80.2K
5.97K $1.11M
MRK
Merck & Co., Inc.

Healthcare
598
+ 5.4%
$73.47 - $87.12 $43.9K - $52.1K
11.7K $924K
JNJ
Johnson & Johnson

Healthcare
44
+ 0.49%
$146.36 - $159.82 $6.44K - $7.03K
9.07K $1.39M
LLY
Eli Lilly & CO

Healthcare
99
+ 2.07%
$713.71 - $898.95 $70.7K - $89K
4.88K $3.8M
AAPL
Apple Inc.

Technology
395
+ 1.07%
$172.42 - $223.89 $68.1K - $88.4K
37.3K $7.65M
Activity Summary
Buys All Purchases 123 New Holdings 31 Increased Positions 92 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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