Evernest Financial Advisors, LLC Incresed Positions in Q3 2025

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
KINS
Kingstone Companies, Inc.

Financial Services
55.2K
+ 35.27%
$13.21 - $16.39 $729K - $905K
212K $3.11M
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
CAT
Caterpillar Inc

Industrials
49
+ 1.16%
$390.92 - $477.15 $19.2K - $23.4K
4.27K $2.04M
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
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.32%
$696.56 - $806.32 $6.97K - $8.06K
3.18K $2.53M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.01%
$214.92 - $244.84 $215 - $245
9.71K $2.35M
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
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
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.09%
$215.01 - $273.02 $645 - $819
3.35K $840K
CVX
Chevron Corp

Energy
257
+ 5.45%
$145.57 - $161.83 $37.4K - $41.6K
4.97K $772K
VO
Vanguard Mid Cap ETF

ETFs
89
+ 2.43%
$279.83 - $293.74 $24.9K - $26.1K
3.75K $1.1M
SPMD
Spdr Portfolio

ETFs
150
+ 0.84%
$54.43 - $58.29 $8.16K - $8.74K
18K $1.03M
SUB
Ishares Short Term National Mu

ETFs
468
+ 3.97%
$106.17 - $107.3 $49.7K - $50.2K
12.2K $1.31M
PH
Parker Hannifin Corp

Industrials
23
+ 4.1%
$697.13 - $769.67 $16K - $17.7K
584 $442K
SCHX
Schwab Strategic Tr Us Large C

ETFs
41
+ 0.16%
$24.46 - $26.5 $1K - $1.09K
25.8K $679K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
428
+ 2.17%
$48.5 - $50.19 $20.8K - $21.5K
20.1K $1.01M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
75
+ 0.36%
$28.15 - $30.13 $2.11K - $2.26K
20.8K $615K
MA
Mastercard Inc

Financial Services
12
+ 0.33%
$550.18 - $598.96 $6.6K - $7.19K
3.6K $2.05M
LNG
Cheniere Energy, Inc.

Energy
171
+ 12.61%
$222.68 - $244.28 $38.1K - $41.8K
1.53K $358K
DHR
Danaher Corp

Healthcare
121
+ 2.54%
$181.46 - $212.2 $22K - $25.7K
4.89K $968K
AMGN
Amgen Inc

Healthcare
49
+ 1.48%
$271.18 - $309.22 $13.3K - $15.2K
3.37K $950K
XLB
Select Sector Spdr Fd Material

ETFs
81
+ 1.2%
$86.72 - $92.61 $7.02K - $7.5K
6.83K $612K
CEG
Constellation Energy Corp

Utilities
10
+ 0.56%
$298.82 - $354.89 $2.99K - $3.55K
1.8K $592K
COP
Conocophillips

Energy
1
+ 0.04%
$91.0 - $98.99 $91 - $99
2.24K $212K
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 0.46%
$211.65 - $238.24 $6.77K - $7.62K
6.93K $1.52M
XLRE
Select Sector Spdr Tr Real Est

ETFs
28
+ 0.44%
$40.94 - $42.85 $1.15K - $1.2K
6.36K $268K
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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