Evernest Financial Advisors, LLC Reduced Holdings in Q3 2025

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BOSC
Bos Better Online Solutions LTD

Technology
-106K
- 69.74%
$4.67 - $5.2 $495K - $551K
46K $218K
SYNL
Synalloy Corp
-28.5K
- 70.37%
N/A
12K $174K
ACN
Accenture PLC

Technology
-148
- 3.5%
$232.56 - $304.78 $34.4K - $45.1K
4.08K $1.01M
LLY
Eli Lilly & CO

Healthcare
-198
- 4.06%
$625.65 - $812.69 $124K - $161K
4.68K $3.57M
SRTS
Sensus Healthcare, Inc.

Healthcare
-40.8K
- 75.84%
$3.09 - $5.65 $126K - $231K
13K $40K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-42K
- 62.46%
N/A
25.2K $96K
AON
Aon PLC

Financial Services
-342
- 15.71%
$350.91 - $375.27 $120K - $128K
1.84K $654K
PG
Procter & Gamble CO

Consumer Defensive
-210
- 2.88%
$150.47 - $161.22 $31.6K - $33.9K
7.09K $1.09M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-145
- 5.78%
$196.15 - $217.83 $28.4K - $31.6K
2.37K $476K
CB
Chubb LTD

Financial Services
-178
- 10.32%
$265.99 - $289.59 $47.3K - $51.5K
1.55K $436K
CL
Colgate Palmolive CO

Consumer Defensive
-151
- 4.09%
$79.36 - $93.33 $12K - $14.1K
3.55K $283K
NFLX
Netflix Inc

Communication Services
-8
- 2.9%
$1147.87 - $1297.18 $9.18K - $10.4K
268 $321K
AMT
American Tower Corp

Real Estate
-12
- 0.75%
$192.32 - $232.35 $2.31K - $2.79K
1.6K $307K
SBUX
Starbucks Corp

Consumer Cyclical
-125
- 2.67%
$81.9 - $96.86 $10.2K - $12.1K
4.56K $385K
ICE
Intercontinental Exchange, Inc.

Financial Services
-75
- 4.08%
$167.28 - $188.45 $12.5K - $14.1K
1.76K $297K
PEP
Pepsico Inc

Consumer Defensive
-385
- 16.81%
$133.81 - $152.16 $51.5K - $58.6K
1.91K $267K
META
Meta Platforms, Inc.

Communication Services
-20
- 0.74%
$695.21 - $791.73 $13.9K - $15.8K
2.67K $1.96M
FSMO
Fidelity Covington Tr

ETFs
-893
- 0.22%
N/A
406K $10.7M
ABT
Abbott Laboratories

Healthcare
-74
- 1.23%
$120.51 - $136.62 $8.92K - $10.1K
5.96K $798K
XOM
Exxon Mobil Corp

Energy
-444
- 6.44%
$105.83 - $117.22 $47K - $52K
6.45K $727K
VTV
Vanguard Value ETF

ETFs
-398
- 6.29%
$175.51 - $186.57 $69.9K - $74.3K
5.93K $1.11M
MEAR
Blackrock Short Maturity Munic

ETFs
-291
- 1.52%
$50.17 - $50.56 $14.6K - $14.7K
18.9K $954K
NKE
Nike, Inc.

Consumer Cyclical
-47
- 0.87%
$69.24 - $79.24 $3.25K - $3.72K
5.37K $374K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-68
- 12.48%
$420.11 - $472.68 $28.6K - $32.1K
477 $223K
VZ
Verizon Communications Inc

Communication Services
-192
- 2.23%
$40.84 - $45.06 $7.84K - $8.65K
8.43K $370K
Sanuwave Health Inc
-7.45K
- 29.74%
N/A
17.6K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-567
- 0.99%
N/A
56.8K $0
Abacus Global Mgmt Inc
-35.3K
- 68.81%
N/A
16K $0
WFC
Wells Fargo & Company

Financial Services
-232
- 4.11%
$77.05 - $85.16 $17.9K - $19.8K
5.42K $453K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-82
- 14.24%
$404.94 - $499.99 $33.2K - $41K
494 $239K
TDVG
T Rowe Price Exchange Traded F

Technology
-156
- 1.8%
$42.05 - $43.96 $6.56K - $6.86K
8.5K $373K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-9
- 0.42%
$105.03 - $112.54 $945 - $1.01K
2.14K $235K
MRK
Merck & Co., Inc.

Healthcare
-549
- 4.7%
$77.6 - $87.37 $42.6K - $48K
11.1K $934K
IAU
Ishares Gold Trust

ETFs
-245
- 7.32%
$61.62 - $72.77 $15.1K - $17.8K
3.1K $225K
ITW
Illinois Tool Works Inc

Industrials
-20
- 1.09%
$252.31 - $269.41 $5.05K - $5.39K
1.81K $472K
XLI
Industrial Sector Spdr

ETFs
-2
- 0.05%
$147.94 - $154.99 $296 - $310
3.68K $567K
TRV
Travelers Companies, Inc.

Financial Services
-42
- 1.33%
$250.62 - $279.43 $10.5K - $11.7K
3.11K $869K
XLE
Energy Sector Spdr

ETFs
-304
- 2.46%
$84.25 - $91.99 $25.6K - $28K
12.1K $1.08M
UNH
Unitedhealth Group Inc

Healthcare
-234
- 6.74%
$237.77 - $353.61 $55.6K - $82.7K
3.24K $1.12M
QCOM
Qualcomm Inc

Technology
-34
- 0.44%
$145.84 - $173.55 $4.96K - $5.9K
7.62K $1.27M
ORCL
Oracle Corp

Technology
-4
- 0.35%
$218.96 - $328.33 $876 - $1.31K
1.14K $319K
LMT
Lockheed Martin Corp

Industrials
-37
- 1.47%
$410.74 - $499.21 $15.2K - $18.5K
2.48K $1.24M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 0.16%
$291.67 - $316.99 $3.21K - $3.49K
6.84K $2.08M
BAC
Bank Of America Corp

Financial Services
-49
- 0.25%
$44.92 - $52.42 $2.2K - $2.57K
19.9K $1.03M
MS
Morgan Stanley

Financial Services
-53
- 0.94%
$139.09 - $161.16 $7.37K - $8.54K
5.6K $889K
MO
Altria Group, Inc.

Consumer Defensive
-1
- 0.01%
$57.75 - $67.68 $57.8 - $67.7
15.1K $998K
AVGO
Broadcom Inc.

Technology
-701
- 8.15%
$264.74 - $369.57 $186K - $259K
7.9K $2.61M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-3
- -0.0%
$58.7 - $62.94 $176 - $189
93.3K $5.81M
TJX
Tjx Companies Inc

Consumer Cyclical
-41
- 0.34%
$121.35 - $144.54 $4.98K - $5.93K
12.1K $1.75M
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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