Evernest Financial Advisors, LLC New Holdings in Q3 2025

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
293K
New
$28.17 - $30.01 $8.26M - $8.8M
293K $8.8M
BALL
Ball Corp

Consumer Cyclical
16.8K
New
$48.47 - $59.71 $815K - $1M
16.8K $847K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.3K
New
$54.35 - $59.32 $613K - $669K
11.3K $667K
DUOT
Duos Technologies Group, Inc.

Technology
89.3K
New
$6.0 - $8.21 $536K - $733K
89.3K $657K
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
42.7K
New
N/A
42.7K $462K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.18K
New
$187.97 - $199.47 $410K - $435K
2.18K $434K
ODFL
Old Dominion Freight Line, Inc.

Industrials
3K
New
$138.59 - $171.12 $416K - $513K
3K $422K
IREN
Iris Energy LTD

Financial Services
8.8K
New
$15.1 - $47.14 $133K - $415K
8.8K $402K
PPIH
Perma Pipe International Holdings, Inc.

Industrials
16.6K
New
$21.1 - $32.72 $351K - $544K
16.6K $388K
TGEN
Tecogen Inc.

Industrials
34.2K
New
$5.78 - $9.68 $197K - $331K
34.2K $305K
TFLO
Ishares Treasury Floating Rate

ETFs
5.34K
New
$50.45 - $50.65 $269K - $270K
5.34K $270K
ACWI
Ishares Msci Acwi ETF

ETFs
1.95K
New
$128.32 - $138.41 $250K - $270K
1.95K $269K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.6K
New
$86.92 - $99.32 $226K - $258K
2.6K $253K
TSLA
Tesla, Inc.

Consumer Cyclical
544
New
$293.94 - $444.72 $160K - $242K
544 $241K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.9K
New
$100.63 - $112.27 $191K - $213K
1.9K $209K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.41K
New
$79.58 - $83.45 $192K - $201K
2.41K $200K
F
Ford Motor CO

Consumer Cyclical
10K
New
$10.82 - $12.09 $109K - $121K
10K $120K
WWR
Westwater Resources, Inc.

Basic Materials
100K
New
$0.59 - $1.01 $59K - $101K
100K $96K
UAMY
United States Antimony Corp

Basic Materials
10.7K
New
$1.97 - $7.3 $21.1K - $78.2K
10.7K $66K
GOSS
Gossamer Bio, Inc.

Healthcare
20K
New
$1.21 - $3.46 $24.2K - $69.2K
20K $52K
SGRP
Spar Group, Inc.

Industrials
13K
New
$0.91 - $1.31 $11.8K - $17K
13K $13K
United Homes Group Inc
63K
New
N/A
63K $0
Precipio Inc
21K
New
N/A
21K $0
ALCC
Alt C Acquisition Corp.

Financial Services
2.35K
New
N/A
2.35K $0
Vs Trust
30K
New
N/A
30K $0
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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