Evernest Financial Advisors, LLC Incresed Positions in Q1 2025

Evernest Financial Advisors, LLC

  • $255 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
28K
+ 8.15%
$52.19 - $61.89 $1.46M - $1.73M
371K $23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.13K
+ 13.49%
$169.43 - $182.84 $1.55M - $1.67M
76.8K $13.3M
FSMO
Fidelity Covington Tr

ETFs
39.7K
+ 11.18%
N/A
395K $10.4M
GNSS
Genasys Inc.

Technology
294K
+ 1548.77%
$2.12 - $3.56 $624K - $1.05M
313K $711K
LLY
Eli Lilly & CO

Healthcare
360
+ 8.15%
$725.72 - $929.72 $261K - $335K
4.78K $3.95M
META
Meta Platforms, Inc.

Communication Services
689
+ 43.33%
$576.36 - $736.67 $397K - $508K
2.28K $1.31M
JNJ
Johnson & Johnson

Healthcare
1.16K
+ 14.79%
$142.06 - $167.7 $165K - $195K
9.02K $1.5M
GS
Goldman Sachs Group Inc

Financial Services
706
+ 33.54%
$524.81 - $672.19 $371K - $475K
2.81K $1.54M
SYK
Stryker Corp

Healthcare
667
+ 20.39%
$355.18 - $399.9 $237K - $267K
3.94K $1.47M
CVX
Chevron Corp

Energy
1.15K
+ 31.24%
$146.71 - $167.97 $169K - $193K
4.83K $807K
AMGN
Amgen Inc

Healthcare
275
+ 10.09%
$258.59 - $327.36 $71.1K - $90K
3K $934K
ABBV
Abb Vie Inc.

Healthcare
229
+ 4.28%
$169.2 - $216.66 $38.7K - $49.6K
5.58K $1.17M
CSCO
Cisco Systems, Inc.

Technology
2.84K
+ 22.57%
$58.74 - $64.87 $167K - $184K
15.4K $952K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.31K
+ 6.17%
$78.0 - $84.37 $258K - $279K
57K $4.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.6K
+ 8.27%
$95.85 - $99.25 $153K - $158K
20.9K $2.07M
RSG
Republic Services, Inc.

Industrials
239
+ 7.32%
$200.09 - $242.16 $47.8K - $57.9K
3.5K $848K
AON
Aon PLC

Financial Services
286
+ 16.71%
$348.44 - $409.32 $99.7K - $117K
2K $797K
KO
Coca Cola CO

Consumer Defensive
727
+ 6.25%
$60.81 - $72.32 $44.2K - $52.6K
12.4K $885K
PG
Procter & Gamble CO

Consumer Defensive
804
+ 12.38%
$158.56 - $176.26 $127K - $142K
7.3K $1.24M
RTX
Raytheon Technologies Corp

Industrials
323
+ 4.92%
$114.1 - $135.66 $36.9K - $43.8K
6.89K $912K
ADP
Automatic Data Processing Inc

Industrials
383
+ 15.23%
$286.85 - $318.64 $110K - $122K
2.9K $885K
IBM
International Business Machines Corp

Technology
269
+ 15.21%
$217.4 - $264.74 $58.5K - $71.2K
2.04K $506K
ABT
Abbott Laboratories

Healthcare
125
+ 2.58%
$111.1 - $140.22 $13.9K - $17.5K
4.97K $659K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.06K
+ 2.13%
$50.29 - $50.5 $104K - $104K
98.8K $4.97M
AMT
American Tower Corp

Real Estate
216
+ 15.96%
$173.46 - $217.6 $37.5K - $47K
1.57K $341K
JPM
Jpmorgan Chase & CO

Financial Services
249
+ 4.61%
$225.19 - $279.95 $56.1K - $69.7K
5.65K $1.39M
WFC
Wells Fargo & Company

Financial Services
963
+ 18.03%
$66.78 - $81.42 $64.3K - $78.4K
6.3K $452K
MEAR
Blackrock Short Maturity Munic

ETFs
1.45K
+ 9.49%
$49.97 - $50.36 $72.6K - $73.1K
16.8K $841K
VZ
Verizon Communications Inc

Communication Services
667
+ 8.97%
$37.81 - $46.49 $25.2K - $31K
8.1K $367K
XLU
Utilities Sector Spdr

ETFs
241
+ 1.54%
$74.7 - $80.27 $18K - $19.3K
15.9K $1.25M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.7%
$890.62 - $1076.86 $7.12K - $8.61K
1.16K $1.09M
SBUX
Starbucks Corp

Consumer Cyclical
84
+ 1.78%
$91.75 - $115.81 $7.71K - $9.73K
4.82K $472K
XLB
Select Sector Spdr Fd Material

ETFs
338
+ 5.66%
$83.19 - $90.99 $28.1K - $30.8K
6.31K $542K
SUB
Ishares Short Term National Mu

ETFs
341
+ 3.35%
$105.3 - $106.24 $35.9K - $36.2K
10.5K $1.11M
BAC
Bank Of America Corp

Financial Services
1.85K
+ 10.14%
$39.61 - $47.74 $73.4K - $88.5K
20.1K $840K
CL
Colgate Palmolive CO

Consumer Defensive
277
+ 10.29%
$85.68 - $97.5 $23.7K - $27K
2.97K $278K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
14
+ 0.41%
$68.32 - $75.06 $956 - $1.05K
3.45K $258K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 0.09%
$42.5 - $46.71 $255 - $280
6.66K $301K
PH
Parker Hannifin Corp

Industrials
28
+ 7.05%
$591.65 - $707.05 $16.6K - $19.8K
425 $258K
VIG
Vanguard Dividend Appreciation

ETFs
19
+ 0.33%
N/A
5.69K $1.04M
HON
Honeywell International Inc

Industrials
255
+ 7.18%
$202.75 - $226.52 $51.7K - $57.8K
3.81K $806K
Capital Group Conservative E
29.5K
+ 29.66%
N/A
129K $0
Capital Group International
70.6K
+ 37.72%
N/A
258K $0
Fidelity Covington Trust
55.7K
+ 39.09%
N/A
198K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
3.41K
+ 6.26%
N/A
57.8K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.49K
+ 17.13%
N/A
23.9K $0
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
40
+ 1.39%
$96.85 - $111.39 $3.87K - $4.46K
2.93K $288K
CEG
Constellation Energy Corp

Utilities
55
+ 3.65%
$201.63 - $347.44 $11.1K - $19.1K
1.56K $315K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
52
+ 0.3%
$25.58 - $29.24 $1.33K - $1.52K
17.6K $461K
Activity Summary
Buys All Purchases 72 New Holdings 13 Increased Positions 59 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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