Evernest Financial Advisors, LLC Purchases in Q3 2025

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
293K
New
$28.17 - $30.01 $8.26M - $8.8M
293K $8.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.21K
+ 62.01%
$567.77 - $614.76 $3.52M - $3.82M
16.2K $9.93M
AAPL
Apple Inc.

Technology
783
+ 2.1%
$202.38 - $256.87 $158K - $201K
38.1K $9.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33K
+ 25.47%
$42.26 - $47.16 $1.39M - $1.55M
162K $7.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.3K
+ 3.99%
$62.09 - $66.51 $638K - $684K
268K $17.5M
WMT
Walmart Inc.

Consumer Defensive
11.9K
+ 64.04%
$94.4 - $104.27 $1.12M - $1.24M
30.5K $3.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.84K
+ 3.55%
$181.56 - $190.33 $516K - $541K
82.9K $15.7M
GOOGL
Alphabet Inc.

Communication Services
44
+ 0.26%
$174.36 - $254.72 $7.67K - $11.2K
16.8K $4.09M
USFR
Wisdomtree Floating Rate Treas

ETFs
20.6K
+ 19.75%
$50.23 - $50.48 $1.03M - $1.04M
125K $6.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.61K
+ 291.35%
$135.0 - $146.02 $892K - $964K
8.87K $1.29M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
9.52K
+ 110.72%
$67.91 - $74.71 $647K - $711K
18.1K $1.34M
GOOG
Alphabet Inc.

Communication Services
150
+ 1.47%
$175.16 - $255.24 $26.3K - $38.3K
10.4K $2.53M
KINS
Kingstone Companies, Inc.

Financial Services
55.2K
+ 35.27%
$13.21 - $16.39 $729K - $905K
212K $3.11M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.3K
New
$54.35 - $59.32 $613K - $669K
11.3K $667K
DUOT
Duos Technologies Group, Inc.

Technology
89.3K
New
$6.0 - $8.21 $536K - $733K
89.3K $657K
CURI
Curiosity Stream Inc.

Communication Services
129K
+ 116.49%
$4.03 - $5.41 $520K - $699K
240K $1.27M
RPID
Rapid Micro Biosystems, Inc.

Healthcare
156K
+ 355.08%
$2.29 - $4.45 $358K - $695K
200K $662K
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
42.7K
New
N/A
42.7K $462K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.18K
New
$187.97 - $199.47 $410K - $435K
2.18K $434K
ODFL
Old Dominion Freight Line, Inc.

Industrials
3K
New
$138.59 - $171.12 $416K - $513K
3K $422K
IREN
Iris Energy LTD

Financial Services
8.8K
New
$15.1 - $47.14 $133K - $415K
8.8K $402K
CAT
Caterpillar Inc

Industrials
49
+ 1.16%
$390.92 - $477.15 $19.2K - $23.4K
4.27K $2.04M
PPIH
Perma Pipe International Holdings, Inc.

Industrials
16.6K
New
$21.1 - $32.72 $351K - $544K
16.6K $388K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
523
+ 0.84%
$84.28 - $89.46 $44.1K - $46.8K
63.1K $5.62M
RDVT
Red Violet, Inc.

Technology
5.78K
+ 82.5%
$41.14 - $52.46 $238K - $303K
12.8K $664K
VEA
Vanguard Ftse Developed Market

ETFs
4.54K
+ 35.83%
$56.02 - $60.3 $254K - $274K
17.2K $1.03M
EWJ
Ishares Msci Japan ETF

ETFs
2.37K
+ 10.56%
$71.69 - $81.49 $170K - $193K
24.8K $1.99M
VTI
Vanguard Total Stock Market Et

ETFs
879
+ 126.29%
$303.93 - $329.86 $267K - $290K
1.58K $516K
TGEN
Tecogen Inc.

Industrials
34.2K
New
$5.78 - $9.68 $197K - $331K
34.2K $305K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.32%
$696.56 - $806.32 $6.97K - $8.06K
3.18K $2.53M
VOT
Vanguard Mid Cap Growth Index

ETFs
979
New
$282.75 - $294.19 $277K - $288K
979 $287K
TFLO
Ishares Treasury Floating Rate

ETFs
5.34K
New
$50.45 - $50.65 $269K - $270K
5.34K $270K
ACWI
Ishares Msci Acwi ETF

ETFs
1.95K
New
$128.32 - $138.41 $250K - $270K
1.95K $269K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.01%
$214.92 - $244.84 $215 - $245
9.71K $2.35M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.6K
New
$86.92 - $99.32 $226K - $258K
2.6K $253K
TSLA
Tesla, Inc.

Consumer Cyclical
544
New
$293.94 - $444.72 $160K - $242K
544 $241K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.9K
New
$100.63 - $112.27 $191K - $213K
1.9K $209K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.41K
New
$79.58 - $83.45 $192K - $201K
2.41K $200K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.96K
+ 24.33%
$72.65 - $78.68 $142K - $154K
10K $783K
RTX
Raytheon Technologies Corp

Industrials
152
+ 1.86%
$144.19 - $167.33 $21.9K - $25.4K
8.32K $1.39M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.5K
+ 32.99%
$25.29 - $28.33 $139K - $156K
22.2K $618K
JPM
Jpmorgan Chase & CO

Financial Services
38
+ 0.6%
$282.78 - $316.06 $10.7K - $12K
6.32K $1.99M
XLK
Technology Sector Spdr

ETFs
460
+ 42.79%
$250.97 - $282.66 $115K - $130K
1.54K $432K
VB
Vanguard Small Cap ETF

ETFs
399
+ 13.11%
$237.58 - $259.17 $94.8K - $103K
3.44K $875K
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.52%
$357.4 - $423.42 $6.79K - $8.04K
3.67K $1.49M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.1%
$546.99 - $602.2 $1.64K - $1.81K
2.87K $1.72M
F
Ford Motor CO

Consumer Cyclical
10K
New
$10.82 - $12.09 $109K - $121K
10K $120K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.49K
+ 22.36%
$49.43 - $54.52 $73.7K - $81.3K
8.16K $442K
XLU
Utilities Sector Spdr

ETFs
107
+ 0.6%
$81.14 - $87.32 $8.68K - $9.34K
17.9K $1.56M
Activity Summary
Buys All Purchases 100 New Holdings 26 Increased Positions 74 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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