The Analysis of Evernest Financial Advisors, LLC's Holdings
Currently, Evernest Financial Advisors, LLC holds 188 types of securities in its portfolio with a total value $356.9M. In the most recent quarter, they have increased their positions in TACK (+293.4K shares, valued at $8.8M), VOO (+6.2K shares, valued at $3.8M), SPSM (+33.0K shares, valued at $1.5M); decreased their positions in GLDM (-38.2K shares, valued at $2.9M), BOSC (-106.0K shares, valued at $504.6K), MAMA (-42.0K shares, valued at $441.4K); initiated new positions in TACK (+293.4K shares, valued at $8.8M), BALL (+16.8K shares, valued at $847.9K), DYNF (+11.3K shares, valued at $667.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLDM WORLD GOLD TR358.7K shares-9.63%2025-09-302025-11-12
IVV ISHARES TR27.0K shares-0.14%2025-09-302025-11-12 IJH ISHARES TR267.6K shares3.99%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T82.9K shares3.55%2025-09-302025-11-12 FFSM FIDELITY COVINGTON TRUST405.6K shares-0.22%2025-09-302025-11-12 CGIE CAPITAL GROUP INTERNATIONAL347.9K shares6.93%2025-09-302025-11-12 IEFA ISHARES TR113.9K shares-0.31%2025-09-302025-11-12 VOO VANGUARD INDEX FDS16.2K shares62.01%2025-09-302025-11-12 AAPL APPLE INC38.1K shares2.10%2025-09-302025-11-12 FENI FIDELITY COVINGTON TRUST269.3K shares8.55%2025-09-302025-11-12 TACK CAPITOL SER TR293.4K sharesnew addition2025-09-302025-11-12 DXJ WISDOMTREE TR60.9K shares-0.44%2025-09-302025-11-12 IJR ISHARES TR65.6K shares-1.13%2025-09-302025-11-12 SPSM SPDR SERIES TRUST162.3K shares25.47%2025-09-302025-11-12 CGCV CAPITAL GROUP CONSERVATIVE E244.6K shares12.70%2025-09-302025-11-12 MSFT MICROSOFT CORP12.8K shares-0.12%2025-09-302025-11-12 USFR WISDOMTREE TR124.6K shares19.75%2025-09-302025-11-12 DOL WISDOMTREE TR93.3K shares-0.00%2025-09-302025-11-12 DGRW WISDOMTREE TR63.1K shares0.84%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR7.6K shares-0.82%2025-09-302025-11-12 GOOGL ALPHABET INC16.8K shares0.26%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST115.7K shares0.00%2025-09-302025-11-12 LLY ELI LILLY & CO4.7K shares-4.06%2025-09-302025-11-12 RSPN INVESCO EXCHANGE TRADED FD T56.8K shares-0.99%2025-09-302025-11-12 WMT WALMART INC30.5K shares64.04%2025-09-302025-11-12 KINS KINGSTONE COS INC211.7K shares35.27%2025-09-302025-11-12 NVDA NVIDIA CORPORATION16.6K shares-0.59%2025-09-302025-11-12 AVGO BROADCOM INC7.9K shares-8.15%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC3.2K shares0.32%2025-09-302025-11-12 GOOG ALPHABET INC10.4K shares1.47%2025-09-302025-11-12 JBND J P MORGAN EXCHANGE TRADED F46.5K shares10.78%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares0.00%2025-09-302025-11-12 IWM ISHARES TR9.7K shares0.01%2025-09-302025-11-12 IWR ISHARES TR23.5K shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP6.8K shares-0.16%2025-09-302025-11-12 MA MASTERCARD INCORPORATED3.6K shares0.33%2025-09-302025-11-12 CAT CATERPILLAR INC4.3K shares1.16%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.6.3K shares0.60%2025-09-302025-11-12 EWJ ISHARES INC24.8K shares10.56%2025-09-302025-11-12 META META PLATFORMS INC2.7K shares-0.74%2025-09-302025-11-12 TJX TJX COS INC NEW12.1K shares-0.34%2025-09-302025-11-12 QQQ INVESCO QQQ TR2.9K shares0.10%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON9.0K shares-0.94%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR17.9K shares0.60%2025-09-302025-11-12 AMZN AMAZON COM INC6.9K shares0.46%2025-09-302025-11-12 HD HOME DEPOT INC3.7K shares0.52%2025-09-302025-11-12 SYK STRYKER CORPORATION3.9K shares1.19%2025-09-302025-11-12 RTX RTX CORPORATION8.3K shares1.86%2025-09-302025-11-12 ABBV ABBVIE INC6.0K shares-0.03%2025-09-302025-11-12 SMMD ISHARES TR18.1K shares110.72%2025-09-302025-11-12 SUB ISHARES TR12.2K shares3.97%2025-09-302025-11-12 TXN TEXAS INSTRS INC7.1K shares0.23%2025-09-302025-11-12 ITOT ISHARES TR8.9K shares291.35%2025-09-302025-11-12 CURI CURIOSITYSTREAM INC240.0K shares116.49%2025-09-302025-11-12 QCOM QUALCOMM INC7.6K shares-0.44%2025-09-302025-11-12 LMT LOCKHEED MARTIN CORP2.5K shares-1.47%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS5.7K shares0.28%2025-09-302025-11-12 V VISA INC3.6K shares-0.34%2025-09-302025-11-12 MAR MARRIOTT INTL INC NEW4.6K shares0.37%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW1.3K shares0.00%2025-09-302025-11-12 CSCO CISCO SYS INC17.0K shares1.19%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC3.2K shares-6.74%2025-09-302025-11-12 VTV VANGUARD INDEX FDS5.9K shares-6.29%2025-09-302025-11-12 VO VANGUARD INDEX FDS3.7K shares2.43%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO7.1K shares-2.88%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR12.1K shares-2.46%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS17.2K shares35.83%2025-09-302025-11-12 SPMD SPDR SERIES TRUST18.0K shares0.84%2025-09-302025-11-12 BAC BANK AMERICA CORP19.9K shares-0.25%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS20.1K shares2.17%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND4.1K shares-3.50%2025-09-302025-11-12 KO COCA COLA CO15.1K shares4.13%2025-09-302025-11-12 MO ALTRIA GROUP INC15.1K shares-0.01%2025-09-302025-11-12 DHR DANAHER CORPORATION4.9K shares2.54%2025-09-302025-11-12 MEAR ISHARES U S ETF TR18.9K shares-1.52%2025-09-302025-11-12 AMGN AMGEN INC3.4K shares1.48%2025-09-302025-11-12 MRK MERCK & CO INC11.1K shares-4.70%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN3.1K shares2.77%2025-09-302025-11-12 MS MORGAN STANLEY5.6K shares-0.94%2025-09-302025-11-12 SPHQ INVESCO EXCHANGE TRADED FD T12.1K shares0.00%2025-09-302025-11-12 VB VANGUARD INDEX FDS3.4K shares13.11%2025-09-302025-11-12 TRV TRAVELERS COMPANIES INC3.1K shares-1.33%2025-09-302025-11-12 VLO VALERO ENERGY CORP5.0K shares0.00%2025-09-302025-11-12 BALL BALL CORP16.8K sharesnew addition2025-09-302025-11-12 RSG REPUBLIC SVCS INC3.7K shares1.83%2025-09-302025-11-12 LOW LOWES COS INC3.3K shares0.09%2025-09-302025-11-12 HON HONEYWELL INTL INC3.8K shares0.05%2025-09-302025-11-12 DGRO ISHARES TR11.8K shares0.00%2025-09-302025-11-12 ABT ABBOTT LABS6.0K shares-1.23%2025-09-302025-11-12 ADI ANALOG DEVICES INC3.2K shares0.00%2025-09-302025-11-12 SPYM SPDR SERIES TRUST10.0K shares24.33%2025-09-302025-11-12 CVX CHEVRON CORP NEW5.0K shares5.45%2025-09-302025-11-12 GNSS GENASYS INC313.3K shares0.00%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS2.6K shares3.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP6.5K shares-6.44%2025-09-302025-11-12 MCK MCKESSON CORP923 shares0.00%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR25.8K shares0.16%2025-09-302025-11-12 RPID RAPID MICRO BIOSYSTEMS INC200.2K shares355.08%2025-09-302025-11-12 RDVT RED VIOLET INC12.8K shares82.50%2025-09-302025-11-12 DYNF BLACKROCK ETF TRUST11.3K sharesnew addition2025-09-302025-11-12 SNWV SANUWAVE HEALTH INC17.6K shares-29.74%2025-09-302025-11-12 DUOT DUOS TECHNOLOGIES GROUP INC89.3K sharesnew addition2025-09-302025-11-12 AON AON PLC1.8K shares-15.71%2025-09-302025-11-12 BLK BLACKROCK INC538 shares0.37%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L20.0K shares0.00%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR22.2K shares32.99%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR20.8K shares0.36%2025-09-302025-11-12 XLB SELECT SECTOR SPDR TR6.8K shares1.20%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP1.8K shares0.56%2025-09-302025-11-12 SHEL SHELL PLC8.0K shares0.00%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR3.7K shares-0.05%2025-09-302025-11-12 EEM ISHARES TR10.3K shares0.00%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR871 shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.6K shares126.29%2025-09-302025-11-12 DIS DISNEY WALT CO4.4K shares0.30%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP789 shares0.00%2025-09-302025-11-12 MMC MARSH & MCLENNAN COS INC2.4K shares-5.78%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC1.8K shares-1.09%2025-09-302025-11-12 WFC WELLS FARGO CO NEW5.4K shares-4.11%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP584 shares4.10%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F8.2K shares22.36%2025-09-302025-11-12 CB CHUBB LIMITED1.5K shares-10.32%2025-09-302025-11-12 VOOV VANGUARD ADMIRAL FDS INC2.2K sharesnew addition2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR1.5K shares42.79%2025-09-302025-11-12 ODFL OLD DOMINION FREIGHT LINE IN3.0K sharesnew addition2025-09-302025-11-12 IREN IREN LIMITED8.8K sharesnew addition2025-09-302025-11-12 ADBE ADOBE INC1.2K shares1.59%2025-09-302025-11-12 PPIH PERMA-PIPE INTL HLDGS INC16.6K sharesnew addition2025-09-302025-11-12 SBUX STARBUCKS CORP4.6K shares-2.67%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.00%2025-09-302025-11-12 NKE NIKE INC5.4K shares-0.87%2025-09-302025-11-12 TDVG T ROWE PRICE ETF INC8.5K shares-1.80%2025-09-302025-11-12 PRPO PRECIPIO INC21.0K sharesnew addition2025-09-302025-11-12 LIN LINDE PLC785 shares1.03%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC8.4K shares-2.23%2025-09-302025-11-12 BOF BRANCHOUT FOOD INC176.7K shares579.62%2025-09-302025-11-12 CBRE CBRE GROUP INC2.3K shares0.00%2025-09-302025-11-12 LNG CHENIERE ENERGY INC1.5K shares12.61%2025-09-302025-11-12 ETN EATON CORP PLC948 shares0.00%2025-09-302025-11-12 EFA ISHARES TR3.8K shares0.00%2025-09-302025-11-12 CRH CRH PLC2.9K shares6.29%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC1.6K shares0.00%2025-09-302025-11-12 VUG VANGUARD INDEX FDS670 shares0.00%2025-09-302025-11-12 NFLX NETFLIX INC268 shares-2.90%2025-09-302025-11-12 CRM SALESFORCE INC1.4K shares0.22%2025-09-302025-11-12 ORCL ORACLE CORP1.1K shares-0.35%2025-09-302025-11-12 XME SPDR SERIES TRUST3.4K shares0.00%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW1.6K shares-0.75%2025-09-302025-11-12 TGEN TECOGEN INC NEW34.1K sharesnew addition2025-09-302025-11-12 UVIX VS TRUST30.0K sharesnew addition2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN1.8K shares-4.08%2025-09-302025-11-12 PGR PROGRESSIVE CORP1.2K shares0.00%2025-09-302025-11-12 BX BLACKSTONE INC1.7K shares0.00%2025-09-302025-11-12 VOT VANGUARD INDEX FDS979 sharesnew addition2025-09-302025-11-12 CL COLGATE PALMOLIVE CO3.5K shares-4.09%2025-09-302025-11-12 TFLO ISHARES TR5.3K sharesnew addition2025-09-302025-11-12 ACWI ISHARES TR1.9K sharesnew addition2025-09-302025-11-12 XLRE SELECT SECTOR SPDR TR6.4K shares0.44%2025-09-302025-11-12 PEP PEPSICO INC1.9K shares-16.81%2025-09-302025-11-12 MAMA MAMAS CREATIONS INC25.2K shares-62.46%2025-09-302025-11-12 OKLO OKLO INC2.3K sharesnew addition2025-09-302025-11-12 UHG UNITED HOMES GROUP INC63.0K sharesnew addition2025-09-302025-11-12 SPLV INVESCO EXCH TRADED FD TR II3.5K shares0.55%2025-09-302025-11-12 VTWO VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2025-09-302025-11-12 GD GENERAL DYNAMICS CORP728 shares0.00%2025-09-302025-11-12 TSLA TESLA INC544 sharesnew addition2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC494 shares-14.24%2025-09-302025-11-12 IVOO VANGUARD ADMIRAL FDS INC2.1K shares-0.42%2025-09-302025-11-12 TDG TRANSDIGM GROUP INC175 shares0.57%2025-09-302025-11-12 T AT&T INC8.1K shares0.22%2025-09-302025-11-12 PWR QUANTA SVCS INC550 shares0.00%2025-09-302025-11-12 IAU ISHARES GOLD TR3.1K shares-7.32%2025-09-302025-11-12 IWF ISHARES TR477 shares-12.48%2025-09-302025-11-12 BOSC BOS BETTER ONLINE SOLUTIONS46.0K shares-69.74%2025-09-302025-11-12 EMXC ISHARES INC3.2K shares0.00%2025-09-302025-11-12 COP CONOCOPHILLIPS2.2K shares0.04%2025-09-302025-11-12 VIOO VANGUARD ADMIRAL FDS INC1.9K sharesnew addition2025-09-302025-11-12 IMCB ISHARES TR2.4K sharesnew addition2025-09-302025-11-12 EWCZ EUROPEAN WAX CTR INC47.0K shares0.00%2025-09-302025-11-12 FLD FOLD HLDGS INC42.7K sharesnew addition2025-09-302025-11-12 ACNT ASCENT INDUSTRIES CO12.0K shares-70.37%2025-09-302025-11-12 F FORD MTR CO10.0K sharesnew addition2025-09-302025-11-12 WWR WESTWATER RES INC100.0K sharesnew addition2025-09-302025-11-12 ABL ABACUS GLOBAL MGMT INC16.0K shares-68.81%2025-09-302025-11-12 UAMY UNITED STATES ANTIMONY CORP10.7K sharesnew addition2025-09-302025-11-12 GOSS GOSSAMER BIO INC20.0K sharesnew addition2025-09-302025-11-12 SRTS SENSUS HEALTHCARE INC13.0K shares-75.84%2025-09-302025-11-12 SGRP SPAR GROUP INC13.0K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available