Evernest Financial Advisors, LLC Portfolio Holdings by Sector

Evernest Financial Advisors, LLC

$255 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GLDM IVV IJH RSP FSMO DXJ IJR IEFA 51 stocks	$156,865 62.37% of portfolio	25	18	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TXN QCOM ADI 5 stocks	$11,082 4.41% of portfolio	1	4	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV MRK AMGN 5 stocks	$8,540 3.4% of portfolio	4	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8,198 3.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$5,207 2.07% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$4,889 1.94% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services KINS TRV CB PGR 4 stocks	$3,095 1.23% of portfolio	1	3	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$3,067 1.22% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT RCEL RPID 4 stocks	$2,881 1.15% of portfolio	4	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$2,678 1.06% of portfolio	3	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$2,617 1.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$2,526 1.0% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX NOC 3 stocks	$2,345 0.93% of portfolio	2	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,297 0.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SHEL 3 stocks	$2,163 0.86% of portfolio	1	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$2,092 0.83% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$2,013 0.8% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1,835 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM 2 stocks	$1,816 0.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL EWCZ 3 stocks	$1,706 0.68% of portfolio	2	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO BOSC 2 stocks	$1,581 0.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$1,438 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1,361 0.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,361 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical LAKE 1 stocks	$1,348 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON MMC 2 stocks	$1,327 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1,293 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO 2 stocks	$1,261 0.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$1,073 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$907 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$885 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials RSG 1 stocks	$848 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$806 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW PH 2 stocks	$746 0.3% of portfolio	1	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GNSS 1 stocks	$711 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$682 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare NXGL 1 stocks	$669 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$660 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MMMB 1 stocks	$594 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$578 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$401 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$373 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$367 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$341 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$318 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$315 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials FSI 1 stocks	$310 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$299 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$296 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$238 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services GAB 1 stocks	$202 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Evernest Financial Advisors, LLC Portfolio Holdings by Sector

Evernest Financial Advisors, LLC

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