Evernest Financial Advisors, LLC Purchases in Q2 2025

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
129K
New
$35.35 - $42.68 $4.57M - $5.52M
129K $5.51M
GLDM
World Gold Trust

ETFs
25.6K
+ 6.89%
$58.96 - $67.97 $1.51M - $1.74M
397K $26M
MSFT
Microsoft Corp

Technology
772
+ 6.39%
$354.56 - $497.45 $274K - $384K
12.8K $6.39M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.24K
+ 4.22%
$152.93 - $181.74 $496K - $589K
80K $14.5M
AVGO
Broadcom Inc.

Technology
1.77K
+ 25.84%
$146.29 - $275.65 $258K - $487K
8.6K $2.37M
IEFA
Ishares Tr

ETFs
4.07K
+ 3.69%
$67.83 - $84.09 $276K - $342K
114K $9.54M
SPMD
Spdr Portfolio

ETFs
17.8K
New
$44.89 - $54.38 $801K - $970K
17.8K $970K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
134
+ 0.05%
$51.16 - $62.02 $6.86K - $8.31K
257K $16M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.6K
+ 47.73%
$74.88 - $91.97 $569K - $699K
23.5K $2.16M
IWM
Ishares Russell 2000 ETF

ETFs
3.25K
+ 50.21%
$174.82 - $215.79 $567K - $700K
9.71K $2.1M
KINS
Kingstone Companies, Inc.

Financial Services
56.9K
+ 57.13%
$14.66 - $21.67 $834K - $1.23M
157K $2.41M
GS
Goldman Sachs Group Inc

Financial Services
358
+ 12.74%
$462.22 - $707.75 $165K - $253K
3.17K $2.24M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.63K
+ 9.89%
$71.28 - $83.74 $402K - $472K
62.6K $5.24M
META
Meta Platforms, Inc.

Communication Services
415
+ 18.21%
$484.66 - $738.09 $201K - $306K
2.69K $1.99M
MPTI
M Tron Industries, Inc.

Technology
15.7K
New
$38.49 - $59.64 $603K - $935K
15.7K $658K
CURI
Curiosity Stream Inc.

Communication Services
111K
New
$2.37 - $6.97 $263K - $773K
111K $624K
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 10.32%
$144.7 - $178.6 $227K - $280K
16.8K $2.96M
SYNL
Synalloy Corp
40.5K
New
N/A
40.5K $587K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
8.6K
New
$54.81 - $67.78 $471K - $583K
8.6K $582K
JPM
Jpmorgan Chase & CO

Financial Services
629
+ 11.12%
$210.28 - $289.91 $132K - $182K
6.28K $1.82M
IDR
Idaho Strategic Resources, Inc.

Basic Materials
30.3K
New
$12.43 - $18.91 $376K - $572K
30.3K $395K
VEA
Vanguard Ftse Developed Market

ETFs
6.22K
+ 96.45%
$45.65 - $57.01 $284K - $354K
12.7K $721K
NFLX
Netflix Inc

Communication Services
276
New
$855.86 - $1339.13 $236K - $370K
276 $369K
CAT
Caterpillar Inc

Industrials
300
+ 7.65%
$273.94 - $388.21 $82.2K - $116K
4.22K $1.64M
RDVT
Red Violet, Inc.

Technology
7K
New
$34.9 - $50.36 $244K - $353K
7K $344K
ETN
Eaton Corp PLC

Industrials
948
New
$246.52 - $356.99 $234K - $338K
948 $338K
LNG
Cheniere Energy, Inc.

Energy
1.36K
New
$197.25 - $244.33 $267K - $331K
1.36K $330K
PANW
Palo Alto Networks Inc

Technology
1.6K
New
$152.44 - $204.64 $244K - $327K
1.6K $327K
FSMO
Fidelity Covington Tr

ETFs
11.8K
+ 3.0%
N/A
407K $10.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.35K
New
$141.37 - $228.57 $191K - $308K
1.35K $305K
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 7.03%
$81.79 - $99.98 $99.9K - $122K
18.6K $1.82M
RTX
Raytheon Technologies Corp

Industrials
1.28K
+ 18.54%
$113.75 - $148.48 $145K - $190K
8.16K $1.19M
GOOG
Alphabet Inc.

Communication Services
357
+ 3.62%
$146.58 - $180.01 $52.3K - $64.3K
10.2K $1.81M
TDG
Trans Digm Group Inc

Industrials
174
New
$1231.75 - $1520.64 $214K - $265K
174 $264K
CEG
Constellation Energy Corp

Utilities
229
+ 14.65%
$170.96 - $322.76 $39.1K - $73.9K
1.79K $578K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.26K
+ 5.32%
$50.28 - $50.47 $264K - $265K
104K $5.24M
EEM
Ishares Msci Emerging Markets

ETFs
4.86K
+ 88.92%
$38.52 - $48.28 $187K - $234K
10.3K $497K
BX
Blackstone Inc.

Financial Services
1.73K
New
$120.07 - $151.11 $207K - $261K
1.73K $258K
SRTS
Sensus Healthcare, Inc.

Healthcare
53.8K
New
$4.07 - $5.13 $219K - $276K
53.8K $255K
ORCL
Oracle Corp

Technology
1.14K
New
$122.82 - $218.63 $140K - $249K
1.14K $249K
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.28%
$416.06 - $551.64 $3.33K - $4.41K
2.87K $1.58M
MS
Morgan Stanley

Financial Services
873
+ 18.28%
$99.83 - $140.86 $87.2K - $123K
5.65K $795K
TXN
Texas Instruments Inc

Technology
1.21K
+ 20.63%
N/A
7.06K $1.37M
T
At&T Inc.

Communication Services
8.12K
New
$26.33 - $28.94 $214K - $235K
8.12K $234K
IBM
International Business Machines Corp

Technology
467
+ 22.93%
$221.03 - $294.78 $103K - $138K
2.5K $738K
IWF
Ishares Russell 1000 Gr ETF

ETFs
545
New
$320.42 - $424.58 $175K - $231K
545 $231K
CI
Cigna Corp

Healthcare
654
New
$301.89 - $340.04 $197K - $222K
654 $216K
GD
General Dynamics Corp

Industrials
728
New
$247.68 - $291.66 $180K - $212K
728 $212K
VTI
Vanguard Total Stock Market Et

ETFs
696
New
$243.75 - $303.93 $170K - $212K
696 $211K
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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