The Analysis of Evernest Financial Advisors, LLC's Holdings

Currently, Evernest Financial Advisors, LLC holds 185 types of securities in its portfolio with a total value $477.1M. In the most recent quarter, they have increased their positions in N/A (+59.6K shares, valued at $29.7M), AAPL (+96.9K shares, valued at $26.6M), MSFT (+38.5K shares, valued at $15.9M); decreased their positions in GLDM (-39.3K shares, valued at $4.0M), IVV (-5.0K shares, valued at $3.5M), IWR (-7.6K shares, valued at $775.5K); initiated new positions in CPSH (+145.4K shares, valued at $725.7K), AGG (+7.2K shares, valued at $720.2K), CAH (+2.2K shares, valued at $494.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC135.0K shares254.53%2025-12-312026-02-13

GLDM WORLD GOLD TR319.4K shares-10.95%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL64.5K shares1213.12%2025-12-312026-02-13

MSFT MICROSOFT CORP51.3K shares299.99%2025-12-312026-02-13

SPSM SPDR SERIES TRUST399.8K shares146.28%2025-12-312026-02-13

IJH ISHARES TR274.7K shares2.65%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T94.9K shares14.47%2025-12-312026-02-13

CGIE CAPITAL GROUP INTERNATIONAL423.1K shares21.63%2025-12-312026-02-13

Sponsored

IVV ISHARES TR21.9K shares-18.71%2025-12-312026-02-13

FENI FIDELITY COVINGTON TRUST350.2K shares30.07%2025-12-312026-02-13

FFSM FIDELITY COVINGTON TRUST402.1K shares-0.86%2025-12-312026-02-13

IEFA ISHARES TR112.9K shares-0.92%2025-12-312026-02-13

TACK CAPITOL SER TR340.2K shares15.97%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS15.7K shares-2.98%2025-12-312026-02-13

DXJ WISDOMTREE TR59.7K shares-1.94%2025-12-312026-02-13

IJR ISHARES TR64.1K shares-2.18%2025-12-312026-02-13

Sponsored

CGCV CAPITAL GROUP CONSERVATIVE E249.9K shares2.18%2025-12-312026-02-13

DOL WISDOMTREE TR92.9K shares-0.37%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR8.6K shares13.24%2025-12-312026-02-13

DGRW WISDOMTREE TR59.4K shares-5.83%2025-12-312026-02-13

USFR WISDOMTREE TR110.3K shares-11.52%2025-12-312026-02-13

DYNF BLACKROCK ETF TRUST86.5K shares667.20%2025-12-312026-02-13

ALPHABET INC ALPHABET INC15.4K shares-8.70%2025-12-312026-02-13

LLY ELI LILLY & CO4.3K shares-9.00%2025-12-312026-02-13

Sponsored

DFAX DIMENSIONAL ETF TRUST111.9K shares-3.26%2025-12-312026-02-13

WMT WALMART INC29.4K shares-3.61%2025-12-312026-02-13

RSPN INVESCO EXCHANGE TRADED FD T55.4K shares-2.37%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC3.7K shares16.45%2025-12-312026-02-13

ALPHABET INC ALPHABET INC9.7K shares-6.35%2025-12-312026-02-13

JBND J P MORGAN EXCHANGE TRADED F56.7K shares21.97%2025-12-312026-02-13

NVDA NVIDIA CORPORATION15.6K shares-6.15%2025-12-312026-02-13

EWJ ISHARES INC29.5K shares19.07%2025-12-312026-02-13

Sponsored

CAT CATERPILLAR INC3.6K shares-14.94%2025-12-312026-02-13

KINS KINGSTONE COS INC164.2K shares-22.45%2025-12-312026-02-13

SMMD ISHARES TR29.2K shares61.01%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON9.6K shares7.09%2025-12-312026-02-13

BROADCOM INC BROADCOM INC6.3K shares-20.70%2025-12-312026-02-13

MCD MCDONALDS CORP6.6K shares-3.47%2025-12-312026-02-13

IWM ISHARES TR6.9K shares-28.82%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.5.6K shares-11.72%2025-12-312026-02-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.9K shares0.24%2025-12-312026-02-13

MA MASTERCARD INCORPORATED3.2K shares-12.38%2025-12-312026-02-13

IWR ISHARES TR15.9K shares-32.31%2025-12-312026-02-13

BOSC BOS BETTER ONLINE SOLUTIONS324.0K shares604.35%2025-12-312026-02-13

RTX RTX CORPORATION8.0K shares-4.03%2025-12-312026-02-13

TJX TJX COS INC NEW10.0K shares-17.39%2025-12-312026-02-13

SUB ISHARES TR14.2K shares15.83%2025-12-312026-02-13

META META PLATFORMS INC2.2K shares-17.39%2025-12-312026-02-13

Sponsored

CSCO CISCO SYS INC16.6K shares-2.09%2025-12-312026-02-13

MAR MARRIOTT INTL INC NEW4.2K shares-8.90%2025-12-312026-02-13

XLU SELECT SECTOR SPDR TR32.1K shares79.39%2025-12-312026-02-13

SYK STRYKER CORPORATION3.9K shares-0.51%2025-12-312026-02-13

XLE SELECT SECTOR SPDR TR25.3K shares109.49%2025-12-312026-02-13

AMGN AMGEN INC3.6K shares7.01%2025-12-312026-02-13

ITOT ISHARES TR8.9K shares0.00%2025-12-312026-02-13

TXN TEXAS INSTRS INC6.2K shares-12.93%2025-12-312026-02-13

Sponsored

HD HOME DEPOT INC3.5K shares-4.15%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP2.1K shares-16.40%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS5.7K shares0.53%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC10.7K shares-3.50%2025-12-312026-02-13

ABBV ABBVIE INC5.6K shares-5.59%2025-12-312026-02-13

VTV VANGUARD INDEX FDS6.0K shares1.45%2025-12-312026-02-13

AMZN AMAZON COM INC5.8K shares-16.83%2025-12-312026-02-13

RDVT RED VIOLET INC28.0K shares119.18%2025-12-312026-02-13

Sponsored

COST COSTCO WHSL CORP NEW1.2K shares-7.96%2025-12-312026-02-13

SPMD SPDR SERIES TRUST18.3K shares1.61%2025-12-312026-02-13

BAC BANK AMERICA CORP20.3K shares1.94%2025-12-312026-02-13

KO COCA COLA CO14.7K shares-2.70%2025-12-312026-02-13

VO VANGUARD INDEX FDS3.7K shares-0.35%2025-12-312026-02-13

MEAR ISHARES U S ETF TR22.0K shares16.65%2025-12-312026-02-13

BALL BALL CORP16.2K shares-3.83%2025-12-312026-02-13

QCOM QUALCOMM INC7.5K shares-1.39%2025-12-312026-02-13

Sponsored

MS MORGAN STANLEY5.7K shares1.95%2025-12-312026-02-13

VTI VANGUARD INDEX FDS3.0K shares87.87%2025-12-312026-02-13

VLO VALERO ENERGY CORP5.0K shares0.00%2025-12-312026-02-13

V VISA INC3.0K shares-16.04%2025-12-312026-02-13

MO ALTRIA GROUP INC15.1K shares0.01%2025-12-312026-02-13

DHR DANAHER CORPORATION4.5K shares-8.45%2025-12-312026-02-13

SPHQ INVESCO EXCHANGE TRADED FD T12.1K shares0.00%2025-12-312026-02-13

ADI ANALOG DEVICES INC2.9K shares-10.07%2025-12-312026-02-13

Sponsored

TRV TRAVELERS COMPANIES INC3.1K shares-1.32%2025-12-312026-02-13

VB VANGUARD INDEX FDS3.1K shares-9.06%2025-12-312026-02-13

DGRO ISHARES TR11.8K shares0.00%2025-12-312026-02-13

LOW LOWES COS INC3.1K shares-5.98%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS12.7K shares-26.10%2025-12-312026-02-13

HON HONEYWELL INTL INC3.6K shares-6.09%2025-12-312026-02-13

CURI CURIOSITYSTREAM INC255.3K shares6.36%2025-12-312026-02-13

CVX CHEVRON CORP NEW4.6K shares-7.74%2025-12-312026-02-13

Sponsored

MCK MCKESSON CORP859 shares-6.93%2025-12-312026-02-13

SPYM SPDR SERIES TRUST10.0K shares-0.01%2025-12-312026-02-13

VTEB VANGUARD MUN BD FDS15.5K shares-23.01%2025-12-312026-02-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares-19.24%2025-12-312026-02-13

RSG REPUBLIC SVCS INC3.4K shares-8.52%2025-12-312026-02-13

XOM EXXON MOBIL CORP4.9K shares-23.67%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS2.5K shares-3.45%2025-12-312026-02-13

CPSH CPS TECHNOLOGIES CORP145.4K sharesnew addition2025-12-312026-02-13

Sponsored

AGG ISHARES TR7.2K sharesnew addition2025-12-312026-02-13

EPD ENTERPRISE PRODS PARTNERS L20.0K shares0.00%2025-12-312026-02-13

SCHA SCHWAB STRATEGIC TR22.2K shares0.21%2025-12-312026-02-13

WFC WELLS FARGO CO NEW7.2K shares33.67%2025-12-312026-02-13

SCHM SCHWAB STRATEGIC TR20.8K shares0.38%2025-12-312026-02-13

XLI SELECT SECTOR SPDR TR3.8K shares4.05%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO4.2K shares-40.45%2025-12-312026-02-13

GNSS GENASYS INC313.3K shares0.00%2025-12-312026-02-13

Sponsored

XLB SELECT SECTOR SPDR TR12.0K shares75.87%2025-12-312026-02-13

SHEL SHELL PLC8.0K shares0.00%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP624 shares6.85%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC2.2K shares-31.85%2025-12-312026-02-13

ODFL OLD DOMINION FREIGHT LINE IN3.0K shares0.13%2025-12-312026-02-13

MDY SPDR S&P MIDCAP 400 ETF TR871 shares0.00%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR20.2K shares-21.55%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F9.0K shares9.71%2025-12-312026-02-13

Sponsored

BLACKROCK INC BLACKROCK INC468 shares-13.01%2025-12-312026-02-13

ABT ABBOTT LABS4.5K shares-24.36%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN2.2K shares-30.16%2025-12-312026-02-13

CAH CARDINAL HEALTH INC2.2K sharesnew addition2025-12-312026-02-13

NOC NORTHROP GRUMMAN CORP700 shares-11.28%2025-12-312026-02-13

ITW ILLINOIS TOOL WKS INC1.7K shares-7.23%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP1.8K shares-2.05%2025-12-312026-02-13

RPID RAPID MICRO BIOSYSTEMS INC125.0K shares-37.57%2025-12-312026-02-13

Sponsored

IWF ISHARES TR999 shares109.43%2025-12-312026-02-13

VOOV VANGUARD ADMIRAL FDS INC2.1K shares-1.70%2025-12-312026-02-13

CB CHUBB LIMITED1.4K shares-11.96%2025-12-312026-02-13

XME SPDR SERIES TRUST3.4K shares0.00%2025-12-312026-02-13

NTWK NETSOL TECHNOLOGIES INC130.5K sharesnew addition2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR2.9K shares89.06%2025-12-312026-02-13

DIS DISNEY WALT CO3.7K shares-16.46%2025-12-312026-02-13

EFA ISHARES TR3.8K shares0.00%2025-12-312026-02-13

Sponsored

TDVG T ROWE PRICE ETF INC8.3K shares-2.65%2025-12-312026-02-13

AON PLC AON PLC1.2K shares-32.32%2025-12-312026-02-13

SBUX STARBUCKS CORP3.8K shares-15.88%2025-12-312026-02-13

IXUS ISHARES TR4.0K sharesnew addition2025-12-312026-02-13

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO6.2K sharesnew addition2025-12-312026-02-13

CRH PLC CRH PLC2.8K shares-2.24%2025-12-312026-02-13

COF CAPITAL ONE FINL CORP1.5K sharesnew addition2025-12-312026-02-13

IWD ISHARES TR1.5K sharesnew addition2025-12-312026-02-13

Sponsored

BBEU J P MORGAN EXCHANGE TRADED F4.2K sharesnew addition2025-12-312026-02-13

EEM ISHARES TR5.5K shares-47.07%2025-12-312026-02-13

MMC MARSH & MCLENNAN COS INC1.9K shares-19.92%2025-12-312026-02-13

MAMA MAMAS CREATIONS INC20.2K shares-19.81%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD895 shares-33.65%2025-12-312026-02-13

VUG VANGUARD INDEX FDS670 shares0.00%2025-12-312026-02-13

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares0.23%2025-12-312026-02-13

ACWI ISHARES TR1.9K shares0.00%2025-12-312026-02-13

Sponsored

CBRE CBRE GROUP INC1.7K shares-27.02%2025-12-312026-02-13

WEEL TIDAL TRUST II13.9K sharesnew addition2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC5.9K shares-30.18%2025-12-312026-02-13

VOT VANGUARD INDEX FDS979 shares0.00%2025-12-312026-02-13

IVW ISHARES TR2.2K sharesnew addition2025-12-312026-02-13

IUSG ISHARES TR1.6K sharesnew addition2025-12-312026-02-13

CMI CUMMINS INC442 sharesnew addition2025-12-312026-02-13

NKE NIKE INC4.3K shares-20.72%2025-12-312026-02-13

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F2.7K sharesnew addition2025-12-312026-02-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.5K shares0.75%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR2.6K shares-14.95%2025-12-312026-02-13

IVOO VANGUARD ADMIRAL FDS INC2.1K shares-2.95%2025-12-312026-02-13

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2025-12-312026-02-13

VTWO VANGUARD SCOTTSDALE FDS2.2K shares-13.83%2025-12-312026-02-13

LINDE PLC LINDE PLC527 shares-32.87%2025-12-312026-02-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP667 shares-8.38%2025-12-312026-02-13

Sponsored

LNG CHENIERE ENERGY INC1.1K shares-29.21%2025-12-312026-02-13

BNDX VANGUARD CHARLOTTE FDS4.8K sharesnew addition2025-12-312026-02-13

IMCB ISHARES TR2.6K shares9.75%2025-12-312026-02-13

VIOO VANGUARD ADMIRAL FDS INC1.9K shares-0.58%2025-12-312026-02-13

AMPG AMPLITECH GROUP INC74.0K sharesnew addition2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC602 shares-36.50%2025-12-312026-02-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.0K sharesnew addition2025-12-312026-02-13

AMT AMERICAN TOWER CORP NEW1.3K shares-21.48%2025-12-312026-02-13

Sponsored

XLRE SELECT SECTOR SPDR TR5.1K shares-20.30%2025-12-312026-02-13

VGT VANGUARD WORLD FD284 sharesnew addition2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC385 shares-22.06%2025-12-312026-02-13

PRECIPIO INC PRECIPIO INC10.6K shares-49.52%2025-12-312026-02-13

XLV SELECT SECTOR SPDR TR1.3K sharesnew addition2025-12-312026-02-13

PROF PROFOUND MED CORP31.5K sharesnew addition2025-12-312026-02-13

CRM SALESFORCE INC1.0K shares-23.39%2025-12-312026-02-13

CL COLGATE PALMOLIVE CO2.1K shares-39.97%2025-12-312026-02-13

Sponsored

PEP PEPSICO INC1.2K shares-36.80%2025-12-312026-02-13

ELAUWIT CONNECTION INC ELAUWIT CONNECTION INC39.5K sharesnew addition2025-12-312026-02-13

EWCZ EUROPEAN WAX CTR INC47.0K shares0.00%2025-12-312026-02-13

VELO3D INC VELO3D INC10.2K sharesnew addition2025-12-312026-02-13

SWAG STRAN & COMPANY INC56.0K sharesnew addition2025-12-312026-02-13

THRY THRYV HLDGS INC20.0K sharesnew addition2025-12-312026-02-13

GOSS GOSSAMER BIO INC28.4K shares42.00%2025-12-312026-02-13

SJT SAN JUAN BASIN RTY TR11.0K sharesnew addition2025-12-312026-02-13

Sponsored

WWR WESTWATER RES INC40.0K shares-60.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available