Evernest Financial Advisors, LLC Reduced Holdings in Q2 2025

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-49.1K
- 74.59%
$94.31 - $157.99 $4.63M - $7.76M
16.7K $2.65M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-31.7K
- 34.12%
$95.74 - $115.54 $3.03M - $3.66M
61.1K $6.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-30.2K
- 31.31%
$90.56 - $109.49 $2.74M - $3.31M
66.3K $7.25M
UNH
Unitedhealth Group Inc

Healthcare
-31
- 0.88%
$274.35 - $599.47 $8.5K - $18.6K
3.47K $1.08M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-88K
- 56.67%
N/A
67.2K $257K
RPID
Rapid Micro Biosystems, Inc.

Healthcare
-87.3K
- 66.48%
$1.98 - $3.84 $173K - $335K
44K $151K
PEP
Pepsico Inc

Consumer Defensive
-887
- 27.92%
$128.02 - $151.37 $114K - $134K
2.29K $302K
CVX
Chevron Corp

Energy
-111
- 2.3%
$133.73 - $168.51 $14.8K - $18.7K
4.72K $675K
XLE
Energy Sector Spdr

ETFs
-15
- 0.12%
$76.44 - $94.13 $1.15K - $1.41K
12.4K $1.05M
GAB
Gabelli Equity Trust Inc

Financial Services
-16.9K
- 45.91%
$4.97 - $5.87 $83.8K - $98.9K
19.9K $115K
DHR
Danaher Corp

Healthcare
-197
- 3.97%
$174.64 - $205.16 $34.4K - $40.4K
4.77K $941K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-780
- 26.67%
$86.58 - $104.98 $67.5K - $81.9K
2.15K $225K
SBUX
Starbucks Corp

Consumer Cyclical
-132
- 2.74%
$79.69 - $99.41 $10.5K - $13.1K
4.68K $429K
ITW
Illinois Tool Works Inc

Industrials
-137
- 6.96%
$218.41 - $252.43 $29.9K - $34.6K
1.83K $452K
NKE
Nike, Inc.

Consumer Cyclical
-913
- 14.42%
$53.27 - $72.04 $48.6K - $65.8K
5.42K $384K
CRH.L
Crh PLC

Basic Materials
-155
- 5.45%
N/A
2.69K $0
Branchout Food Inc
-131K
- 83.44%
N/A
26K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-480
- 0.83%
N/A
57.4K $0
WFC
Wells Fargo & Company

Financial Services
-657
- 10.42%
$60.98 - $80.12 $40.1K - $52.6K
5.65K $452K
IAU
Ishares Gold Trust

ETFs
-80
- 2.33%
$56.1 - $64.74 $4.49K - $5.18K
3.35K $208K
TDVG
T Rowe Price Exchange Traded F

Technology
-11
- 0.13%
$36.12 - $42.38 $397 - $466
8.66K $366K
ICE
Intercontinental Exchange, Inc.

Financial Services
-8
- 0.43%
$151.62 - $183.47 $1.21K - $1.47K
1.84K $337K
VTV
Vanguard Value ETF

ETFs
-4
- 0.06%
$153.67 - $176.74 $615 - $707
6.33K $1.12M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-237
- 6.5%
$48.48 - $67.3 $11.5K - $16K
3.41K $229K
XLI
Industrial Sector Spdr

ETFs
-1
- 0.03%
$116.42 - $147.52 $116 - $148
3.68K $543K
SYK
Stryker Corp

Healthcare
-64
- 1.63%
$337.37 - $395.63 $21.6K - $25.3K
3.87K $1.53M
BAC
Bank Of America Corp

Financial Services
-194
- 0.96%
$34.39 - $47.46 $6.67K - $9.21K
19.9K $943K
BOSC
Bos Better Online Solutions LTD

Technology
-14.5K
- 8.71%
$3.46 - $5.06 $50.2K - $73.4K
152K $737K
AMZN
Amazon Com Inc

Consumer Cyclical
-257
- 3.59%
$167.32 - $223.3 $43K - $57.4K
6.9K $1.51M
DFAX
Dimensional ETF Tr
-2.96K
- 2.5%
$23.37 - $29.39 $69.2K - $87.1K
116K $3.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-431
- 4.13%
$456.74 - $568.03 $197K - $245K
10K $5.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 0.75%
$496.48 - $617.85 $28.8K - $35.8K
7.67K $4.74M
IVV
Ishares Core S&P 500 ETF

ETFs
-592
- 2.14%
$498.8 - $620.9 $295K - $368K
27K $16.8M
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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