Evernest Financial Advisors, LLC New Holdings in Q2 2025

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
129K
New
$35.35 - $42.68 $4.57M - $5.52M
129K $5.51M
SPMD
Spdr Portfolio

ETFs
17.8K
New
$44.89 - $54.38 $801K - $970K
17.8K $970K
MPTI
M Tron Industries, Inc.

Technology
15.7K
New
$38.49 - $59.64 $603K - $935K
15.7K $658K
CURI
Curiosity Stream Inc.

Communication Services
111K
New
$2.37 - $6.97 $263K - $773K
111K $624K
SYNL
Synalloy Corp
40.5K
New
N/A
40.5K $587K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
8.6K
New
$54.81 - $67.78 $471K - $583K
8.6K $582K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
30.3K
New
$12.43 - $18.91 $376K - $572K
30.3K $395K
NFLX
Netflix Inc

Communication Services
276
New
$855.86 - $1339.13 $236K - $370K
276 $369K
RDVT
Red Violet, Inc.

Technology
7K
New
$34.9 - $50.36 $244K - $353K
7K $344K
ETN
Eaton Corp PLC

Industrials
948
New
$246.52 - $356.99 $234K - $338K
948 $338K
PANW
Palo Alto Networks Inc

Technology
1.6K
New
$152.44 - $204.64 $244K - $327K
1.6K $327K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.35K
New
$141.37 - $228.57 $191K - $308K
1.35K $305K
TDG
Trans Digm Group Inc

Industrials
174
New
$1231.75 - $1520.64 $214K - $265K
174 $264K
BX
Blackstone Inc.

Financial Services
1.73K
New
$120.07 - $151.11 $207K - $261K
1.73K $258K
SRTS
Sensus Healthcare, Inc.

Healthcare
53.8K
New
$4.07 - $5.13 $219K - $276K
53.8K $255K
ORCL
Oracle Corp

Technology
1.14K
New
$122.82 - $218.63 $140K - $249K
1.14K $249K
T
At&T Inc.

Communication Services
8.12K
New
$26.33 - $28.94 $214K - $235K
8.12K $234K
IWF
Ishares Russell 1000 Gr ETF

ETFs
545
New
$320.42 - $424.58 $175K - $231K
545 $231K
CI
Cigna Corp

Healthcare
654
New
$301.89 - $340.04 $197K - $222K
654 $216K
GD
General Dynamics Corp

Industrials
728
New
$247.68 - $291.66 $180K - $212K
728 $212K
VTI
Vanguard Total Stock Market Et

ETFs
696
New
$243.75 - $303.93 $170K - $212K
696 $211K
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
COP
Conocophillips

Energy
2.24K
New
$82.66 - $106.1 $185K - $238K
2.24K $201K
RSSS
Research Solutions, Inc.

Technology
12.2K
New
$2.36 - $3.08 $28.8K - $37.6K
12.2K $35K
JAN
Jan One Inc.

Industrials
12K
New
N/A
12K $24K
Mind Technology Inc
15K
New
N/A
15K $0
Sanuwave Health Inc
25.1K
New
N/A
25.1K $0
J P Morgan Exchange Traded F
41.9K
New
N/A
41.9K $0
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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