Evernest Financial Advisors, LLC Portfolio Holdings

Evernest Financial Advisors, LLC

  • $275 Million
  • Q2 2025

Evernest Financial Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $26M, Ishares Core S&P 500 ETF with a value of $16.8M, Ishares Core S&P Mid Cap ETF with a value of $16M, Invesco S&P 500 Equal Weight E with a value of $14.5M, and Fidelity Covington Tr with a value of $10.7M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $255M to 275M.

Evernest Financial Advisors, LLC is based out at Carmel, IN

Below you can find more details about Evernest Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $275 Million
ETFs: $168 Million
Technology: $29.6 Million
Financial Services: $18 Million
Healthcare: $14.8 Million
Consumer Cyclical: $9.16 Million
Industrials: $9 Million
Communication Services: $8.9 Million
Consumer Defensive: $7.5 Million
Other: $5.45 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$608M
$344,000 0.13% of portfolio
7,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $275 Million
  • Prior Value $255 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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