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
CSCO
Cisco Systems, Inc.

Technology
1.32K
+ 8.57%
$53.19 - $69.38 $70.4K - $91.8K
16.8K $1.16M
LSF
Laird Superfood, Inc.

Consumer Defensive
33.5K
New
$4.78 - $7.56 $160K - $253K
33.5K $210K
PWR
Quanta Services, Inc.

Industrials
550
New
$239.47 - $381.26 $132K - $210K
550 $207K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.24K
New
$50.08 - $63.14 $162K - $205K
3.24K $204K
XLU
Utilities Sector Spdr

ETFs
1.91K
+ 12.05%
$73.09 - $82.77 $140K - $158K
17.8K $1.45M
COP
Conocophillips

Energy
2.24K
New
$82.66 - $106.1 $185K - $238K
2.24K $201K
MAR
Marriott International Inc

Consumer Cyclical
117
+ 2.6%
$211.12 - $274.14 $24.7K - $32.1K
4.62K $1.26M
QCOM
Qualcomm Inc

Technology
857
+ 12.61%
$124.66 - $159.48 $107K - $137K
7.65K $1.22M
DIS
Walt Disney CO

Communication Services
607
+ 16.04%
$81.72 - $124.01 $49.6K - $75.3K
4.39K $544K
EWJ
Ishares Msci Japan ETF

ETFs
312
+ 1.41%
$61.32 - $75.28 $19.1K - $23.5K
22.4K $1.68M
V
Visa Inc.

Financial Services
397
+ 12.48%
$308.27 - $373.31 $122K - $148K
3.58K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 8.83%
$908.13 - $1056.85 $92.6K - $108K
1.26K $1.24M
CB
Chubb LTD

Financial Services
564
+ 48.58%
$274.32 - $302.46 $155K - $171K
1.73K $499K
ADI
Analog Devices Inc

Technology
146
+ 4.77%
$164.6 - $238.02 $24K - $34.8K
3.21K $763K
SUB
Ishares Short Term National Mu

ETFs
1.25K
+ 11.87%
$104.77 - $106.34 $131K - $133K
11.8K $1.25M
KO
Coca Cola CO

Consumer Defensive
2.11K
+ 17.06%
$68.37 - $73.9 $144K - $156K
14.5K $1.02M
PH
Parker Hannifin Corp

Industrials
136
+ 32.0%
$517.23 - $700.54 $70.3K - $95.3K
561 $391K
MEAR
Blackrock Short Maturity Munic

ETFs
2.43K
+ 14.52%
$49.74 - $50.27 $121K - $122K
19.2K $964K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.06K
+ 17.37%
$22.92 - $28.05 $70.2K - $85.9K
20.7K $580K
MCK
Mckesson Corp

Healthcare
64
+ 7.45%
$652.83 - $732.78 $41.8K - $46.9K
923 $676K
LMT
Lockheed Martin Corp

Industrials
111
+ 4.61%
$430.82 - $486.45 $47.8K - $54K
2.52K $1.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
596
+ 13.82%
$483.48 - $539.8 $288K - $322K
4.91K $2.38M
HD
Home Depot, Inc.

Consumer Cyclical
229
+ 6.7%
$335.24 - $380.78 $76.8K - $87.2K
3.65K $1.34M
HON
Honeywell International Inc

Industrials
12
+ 0.32%
$182.86 - $232.88 $2.19K - $2.79K
3.82K $889K
VO
Vanguard Mid Cap ETF

ETFs
15
+ 0.41%
$228.54 - $279.83 $3.43K - $4.2K
3.66K $1.02M
ADBE
Adobe Inc.

Technology
203
+ 21.8%
$340.0 - $420.68 $69K - $85.4K
1.13K $438K
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
PGR
Progressive Corp

Financial Services
270
+ 28.97%
$255.27 - $288.74 $68.9K - $78K
1.2K $320K
CL
Colgate Palmolive CO

Consumer Defensive
727
+ 24.49%
$87.57 - $96.0 $63.7K - $69.8K
3.7K $335K
NXGL
Nexgel, Inc.

Healthcare
56.3K
+ 25.07%
$2.12 - $3.01 $119K - $170K
281K $724K
VB
Vanguard Small Cap ETF

ETFs
36
+ 1.2%
$193.73 - $237.37 $6.97K - $8.55K
3.04K $721K
XLB
Select Sector Spdr Fd Material

ETFs
441
+ 6.99%
$74.27 - $88.92 $32.8K - $39.2K
6.75K $592K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.17K
+ 6.3%
$48.13 - $49.85 $56.2K - $58.2K
19.7K $965K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.16K
+ 22.32%
$37.08 - $42.26 $42.9K - $48.9K
6.34K $262K
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
RSSS
Research Solutions, Inc.

Technology
12.2K
New
$2.36 - $3.08 $28.8K - $37.6K
12.2K $35K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 0.17%
$39.89 - $49.46 $439 - $544
6.67K $329K
JAN
Jan One Inc.

Industrials
12K
New
N/A
12K $24K
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
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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