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
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
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
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
6.7K
+ 7.74%
$49.55 - $60.46 $332K - $405K
93.3K $5.56M
KINS
Kingstone Companies, Inc.

Financial Services
56.9K
+ 57.13%
$14.66 - $21.67 $834K - $1.23M
157K $2.41M
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
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 10.32%
$144.7 - $178.6 $227K - $280K
16.8K $2.96M
JPM
Jpmorgan Chase & CO

Financial Services
629
+ 11.12%
$210.28 - $289.91 $132K - $182K
6.28K $1.82M
VEA
Vanguard Ftse Developed Market

ETFs
6.22K
+ 96.45%
$45.65 - $57.01 $284K - $354K
12.7K $721K
CAT
Caterpillar Inc

Industrials
300
+ 7.65%
$273.94 - $388.21 $82.2K - $116K
4.22K $1.64M
FSMO
Fidelity Covington Tr

ETFs
11.8K
+ 3.0%
N/A
407K $10.7M
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
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
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
IBM
International Business Machines Corp

Technology
467
+ 22.93%
$221.03 - $294.78 $103K - $138K
2.5K $738K
CSCO
Cisco Systems, Inc.

Technology
1.32K
+ 8.57%
$53.19 - $69.38 $70.4K - $91.8K
16.8K $1.16M
XLU
Utilities Sector Spdr

ETFs
1.91K
+ 12.05%
$73.09 - $82.77 $140K - $158K
17.8K $1.45M
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
ABT
Abbott Laboratories

Healthcare
1.07K
+ 21.48%
$123.95 - $138.08 $132K - $147K
6.04K $820K
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
ADBE
Adobe Inc.

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