Evernest Financial Advisors, LLC Sells in Q1 2025

Evernest Financial Advisors, LLC

  • $255 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70.7K
- 94.25%
$442.66 - $534.52 $31.3M - $37.8M
4.31K $2.3M
AAPL
Apple Inc.

Technology
-113K
- 75.36%
$209.68 - $247.1 $23.7M - $27.9M
36.9K $8.2M
MSFT
Microsoft Corp

Technology
-41.6K
- 77.52%
$375.39 - $447.2 $15.6M - $18.6M
12.1K $4.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18.1K
- 63.44%
$507.05 - $563.67 $9.19M - $10.2M
10.4K $5.37M
WMT
Walmart Inc.

Consumer Defensive
-32.5K
- 65.16%
$84.5 - $105.05 $2.75M - $3.41M
17.4K $1.53M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-55.1K
- 69.82%
$50.72 - $50.92 $2.79M - $2.81M
23.8K $1.21M
NVDA
Nvidia Corp

Technology
-1.61K
- 2.39%
$106.98 - $149.43 $173K - $241K
65.9K $7.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.76K
- 3.75%
$102.49 - $119.96 $386K - $452K
96.5K $10.1M
AVGO
Broadcom Inc.

Technology
-1.69K
- 19.86%
$167.43 - $244.7 $284K - $415K
6.84K $1.14M
GOOGL
Alphabet Inc.

Communication Services
-531
- 3.37%
$154.33 - $206.19 $81.9K - $109K
15.2K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
-908
- 20.99%
$347.25 - $424.87 $315K - $386K
3.42K $1.25M
GOOG
Alphabet Inc.

Communication Services
-134
- 1.34%
$156.06 - $207.71 $20.9K - $27.8K
9.87K $1.54M
XOM
Exxon Mobil Corp

Energy
-3.83K
- 37.06%
$105.44 - $118.93 $404K - $455K
6.5K $773K
GAB
Gabelli Equity Trust Inc

Financial Services
-56.4K
- 60.55%
$5.36 - $5.67 $302K - $320K
36.7K $202K
AMZN
Amazon Com Inc

Consumer Cyclical
-179
- 2.44%
$190.26 - $242.06 $34.1K - $43.3K
7.15K $1.36M
ACN
Accenture PLC

Technology
-210
- 4.76%
$300.91 - $398.25 $63.2K - $83.6K
4.2K $1.31M
VUG
Vanguard Growth ETF

ETFs
-489
- 42.19%
$369.1 - $427.61 $180K - $209K
670 $248K
SPY
Spdr S&P 500 ETF Trust

ETFs
-31
- 0.4%
$551.42 - $612.93 $17.1K - $19K
7.73K $4.33M
PEP
Pepsico Inc

Consumer Defensive
-1.23K
- 27.91%
$142.64 - $156.42 $175K - $192K
3.18K $476K
MAR
Marriott International Inc

Consumer Cyclical
-26
- 0.57%
$237.01 - $304.45 $6.16K - $7.92K
4.51K $1.07M
MRK
Merck & Co., Inc.

Healthcare
-743
- 6.28%
$83.01 - $101.02 $61.7K - $75.1K
11.1K $994K
XLK
Technology Sector Spdr

ETFs
-647
- 37.57%
$206.38 - $242.18 $134K - $157K
1.08K $221K
CAT
Caterpillar Inc

Industrials
-113
- 2.8%
$326.75 - $407.63 $36.9K - $46.1K
3.92K $1.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-95
- 3.22%
$468.34 - $539.52 $44.5K - $51.3K
2.86K $1.34M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-35.7K
- 18.71%
N/A
155K $594K
DIS
Walt Disney CO

Communication Services
-798
- 17.42%
$96.87 - $114.0 $77.3K - $91K
3.78K $373K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-2.1K
- 36.51%
$53.81 - $62.59 $113K - $131K
3.65K $204K
NKE
Nike, Inc.

Consumer Cyclical
-290
- 4.38%
$63.29 - $81.72 $18.4K - $23.7K
6.33K $401K
ADI
Analog Devices Inc

Technology
-283
- 8.46%
$201.56 - $243.82 $57K - $69K
3.06K $617K
CRM
Salesforce, Inc.

Technology
-28
- 2.47%
$268.36 - $359.95 $7.51K - $10.1K
1.11K $296K
VTV
Vanguard Value ETF

ETFs
-616
- 8.87%
$167.73 - $179.21 $103K - $110K
6.33K $1.09M
XLE
Energy Sector Spdr

ETFs
-2.02K
- 14.05%
$85.7 - $93.96 $173K - $190K
12.4K $1.16M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-606
- 0.65%
$106.46 - $114.75 $64.5K - $69.5K
92.8K $10.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-77
- 2.3%
$222.66 - $268.42 $17.1K - $20.7K
3.27K $761K
SHEL
Shell PLC

Energy
-2.27K
- 22.15%
$62.84 - $73.29 $142K - $166K
7.97K $583K
MS
Morgan Stanley

Financial Services
-74
- 1.53%
$111.68 - $141.08 $8.26K - $10.4K
4.78K $557K
VO
Vanguard Mid Cap ETF

ETFs
-117
- 3.11%
$251.87 - $277.95 $29.5K - $32.5K
3.64K $942K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-350
- 4.28%
$64.88 - $72.1 $22.7K - $25.2K
7.83K $515K
CBRE
Cbre Group, Inc.

Real Estate
-312
- 11.99%
$121.79 - $147.13 $38K - $45.9K
2.29K $299K
ITW
Illinois Tool Works Inc

Industrials
-120
- 5.75%
$244.9 - $274.48 $29.4K - $32.9K
1.97K $488K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-29
- 5.57%
$497.6 - $606.74 $14.4K - $17.6K
492 $244K
V
Visa Inc.

Financial Services
-430
- 11.9%
$306.92 - $362.71 $132K - $156K
3.18K $1.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-230
- 1.23%
$49.25 - $50.66 $11.3K - $11.7K
18.5K $919K
EWJ
Ishares Msci Japan ETF

ETFs
-783
- 3.42%
$65.24 - $71.7 $51.1K - $56.1K
22.1K $1.52M
XLI
Industrial Sector Spdr

ETFs
-81
- 2.15%
$128.78 - $141.67 $10.4K - $11.5K
3.68K $482K
TJX
Tjx Companies Inc

Consumer Cyclical
-184
- 1.53%
$112.81 - $126.16 $20.8K - $23.2K
11.8K $1.44M
EEM
Ishares Msci Emerging Markets

ETFs
-463
- 7.82%
$40.81 - $45.34 $18.9K - $21K
5.46K $238K
TXN
Texas Instruments Inc

Technology
-7
- 0.12%
N/A
5.85K $1.14M
TDVG
T Rowe Price Exchange Traded F

Technology
-185
- 2.09%
$39.23 - $42.13 $7.26K - $7.79K
8.67K $350K
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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