Evernest Financial Advisors, LLC Top Holdings and 13F Report (2025) About Evernest Financial Advisors, LLCInvestment ActivityEvernest Financial Advisors, LLC has $385.50 million in total holdings as of December 31, 2024.Evernest Financial Advisors, LLC owns shares of 163 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 9.19% of the portfolio was purchased this quarter.About 5.11% of the portfolio was sold this quarter.This quarter, Evernest Financial Advisors, LLC has purchased 162 new stocks and bought additional shares in 72 stocks.Evernest Financial Advisors, LLC sold shares of 57 stocks and completely divested from 21 stocks this quarter.Largest Holdings Apple $37,513,530Berkshire Hathaway $33,989,654Microsoft $22,637,093SPDR Gold MiniShares Trust $17,852,953iShares Core S&P 500 ETF $15,982,720 Largest New Holdings this Quarter CAPITAL GROUP INTERNATIONAL $5,148,138 HoldingFIDELITY COVINGTON TRUST $3,921,034 HoldingTSS INC DEL $1,605,142 HoldingJAKKS Pacific $1,437,058 HoldingShell $641,097 Holding Largest Purchases this Quarter CAPITAL GROUP INTERNATIONAL 187,137 shares (about $5.15M)NVIDIA 30,238 shares (about $4.06M)FIDELITY COVINGTON TRUST 142,428 shares (about $3.92M)Fidelity Fundamental Small-Mid Cap ETF 94,559 shares (about $2.54M)SPDR Gold MiniShares Trust 45,703 shares (about $2.38M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 68,686 shares (about $4.83M)Vanguard Russell 2000 ETF 14,343 shares (about $1.28M)Vanguard Mid-Cap ETF 3,487 shares (about $921.13K)Dimensional World ex U.S. Core Equity 2 ETF 29,839 shares (about $741.80K)Apple 1,543 shares (about $386.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEvernest Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$37,513,530$386,399 ▼-1.0%149,8029.7%Computer and TechnologyBRK.BBerkshire Hathaway$33,989,654$12,692 ▲0.0%74,9868.8%FinanceMSFTMicrosoft$22,637,093$26,976 ▼-0.1%53,7065.9%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$17,852,953$2,376,099 ▲15.4%343,3924.6%FinanceIVViShares Core S&P 500 ETF$15,982,720$286,688 ▼-1.8%27,1504.1%ETFIJHiShares Core S&P Mid-Cap ETF$15,963,446$491,314 ▲3.2%256,1944.1%ETFVOOVanguard S&P 500 ETF$15,388,545$314,129 ▼-2.0%28,5604.0%ETFCASYCasey's General Stores$12,920,2920.0%32,6083.4%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$11,857,217$79,554 ▲0.7%67,6673.1%ETFIJRiShares Core S&P Small-Cap ETF$11,555,576$438,529 ▲3.9%100,2913.0%ETFDXJWisdomTree Japan Hedged Equity Fund$10,302,044$91,982 ▲0.9%93,4092.7%FinanceFSMOFidelity Fundamental Small-Mid Cap ETF$9,541,695$2,541,744 ▲36.3%354,9742.5%ETFNVDANVIDIA$9,064,600$4,060,672 ▲81.1%67,5002.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$7,805,082$4,827,250 ▼-38.2%111,0572.0%ETFCAPITAL GROUP INTERNATIONAL$5,148,138$5,148,138 ▲New Holding187,1371.3%SHSUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$4,868,311$79,808 ▲1.7%96,7471.3%FinanceSPYSPDR S&P 500 ETF Trust$4,549,814$342,862 ▼-7.0%7,7631.2%FinanceWMTWalmart$4,505,016$76,074 ▲1.7%49,8621.2%Retail/WholesaleDOLWisdomTree International LargeCap Dividend Fund$4,406,115$42,865 ▼-1.0%89,1201.1%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,342,762$155,951 ▲3.7%53,6611.1%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$4,002,185$565,366 ▲16.5%78,9231.0%ETFFIDELITY COVINGTON TRUST$3,921,034$3,921,034 ▲New Holding142,4281.0%ENHANCED INTLDFAXDimensional World ex U.S. Core Equity 2 ETF$3,656,760$741,798 ▼-16.9%147,0940.9%ETFLLYEli Lilly and Company$3,411,577$159,809 ▼-4.5%4,4190.9%MedicalGOOGLAlphabet$2,980,912$702,493 ▲30.8%15,7470.8%Computer and TechnologyRSPNInvesco S&P 500 Equal Weight Industrials ETF$2,731,975$112,347 ▲4.3%54,4220.7%ETFCAPITAL GROUP CONSERVATIVE E$2,636,196$204,624 ▲8.4%99,3290.7%SHSMCDMcDonald's$2,030,617$19,132 ▼-0.9%7,0050.5%Retail/WholesaleBALLBall$2,024,666$19,461 ▼-1.0%36,7250.5%Industrial ProductsAVGOBroadcom$1,977,734$695,487 ▲54.2%8,5310.5%Computer and TechnologyGOOGAlphabet$1,905,112$20,186 ▲1.1%10,0040.5%Computer and TechnologyMAMastercard$1,879,498$10,532 ▼-0.6%3,5690.5%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$1,871,111$149,805 ▲8.7%19,3100.5%FinanceUNHUnitedHealth Group$1,800,196$64,744 ▲3.7%3,5590.5%MedicalHDHome Depot$1,682,352$4,668 ▼-0.3%4,3250.4%Retail/WholesaleKINSKingstone Companies$1,671,280$294,306 ▼-15.0%110,0250.4%FinanceVTWOVanguard Russell 2000 ETF$1,624,078$1,281,236 ▼-44.1%18,1810.4%ETFAMZNAmazon.com$1,608,792$598,937 ▲59.3%7,3330.4%Retail/WholesaleTSS INC DEL$1,605,142$1,605,142 ▲New Holding135,3410.4%COMRSPGInvesco S&P 500 Equal Weight Energy ETF$1,557,741$62,310 ▼-3.8%20,4000.4%ETFACNAccenture$1,551,330$56,636 ▲3.8%4,4100.4%Computer and TechnologyEWJiShares MSCI Japan ETF$1,536,529$35,429 ▲2.4%22,8990.4%ETFMAMAMama's Creations$1,519,620$23,140 ▲1.5%190,9070.4%Consumer StaplesQQQInvesco QQQ$1,510,214$50,102 ▲3.4%2,9540.4%FinanceCATCaterpillar$1,463,427$110,646 ▲8.2%4,0340.4%Industrial ProductsTJXTJX Companies$1,449,230$48,686 ▲3.5%11,9960.4%Retail/WholesaleJAKKJAKKS Pacific$1,437,058$1,437,058 ▲New Holding51,0500.4%Consumer DiscretionaryIWMiShares Russell 2000 ETF$1,428,233$68,716 ▼-4.6%6,4640.4%FinanceIWRiShares Russell Mid-Cap ETF$1,406,621$3,094 ▼-0.2%15,9120.4%ETFJPMJPMorgan Chase & Co.$1,295,526$13,662 ▼-1.0%5,4050.3%FinanceMARMarriott International$1,264,466$7,532 ▼-0.6%4,5330.3%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$1,233,247$66,044 ▼-5.1%14,3970.3%ETFGSThe Goldman Sachs Group$1,205,531$30,353 ▼-2.5%2,1050.3%FinanceXLUUtilities Select Sector SPDR Fund$1,183,141$113,084 ▲10.6%15,6310.3%ETFSYKStryker$1,177,736$50,047 ▲4.4%3,2710.3%MedicalMRKMerck & Co., Inc.$1,176,356$9,550 ▲0.8%11,8250.3%MedicalVTVVanguard Value ETF$1,175,858$123,427 ▼-9.5%6,9450.3%ETFLMTLockheed Martin$1,152,314$173,017 ▼-13.1%2,3710.3%AerospaceVVisa$1,141,517$50,566 ▲4.6%3,6120.3%Business ServicesJNJJohnson & Johnson$1,136,896$40,495 ▲3.7%7,8610.3%MedicalXOMExxon Mobil$1,111,516$369,071 ▼-24.9%10,3330.3%Oils/EnergyVIGVanguard Dividend Appreciation ETF$1,111,393$6,267 ▲0.6%5,6750.3%ETFTXNTexas Instruments$1,098,595$84,002 ▼-7.1%5,8590.3%Computer and TechnologyDHRDanaher$1,089,381$24,560 ▼-2.2%4,7460.3%Multi-Sector ConglomeratesPGProcter & Gamble$1,088,436$15,592 ▲1.5%6,4920.3%Consumer StaplesSUBiShares Short-Term National Muni Bond ETF$1,074,723$74,995 ▲7.5%10,1890.3%ETFCOSTCostco Wholesale$1,051,166$64,151 ▼-5.8%1,1470.3%Retail/WholesaleVOVanguard Mid-Cap ETF$993,245$921,129 ▼-48.1%3,7600.3%ETFABBVAbbVie$951,500$711,271 ▲296.1%5,3550.2%MedicalVTEBVanguard Tax-Exempt Bond ETF$940,338$31,833 ▲3.5%18,7580.2%ETFMETAMeta Platforms$931,099$27,523 ▲3.0%1,5900.2%Computer and TechnologyODFLOld Dominion Freight Line$892,6140.0%5,0600.2%TransportationABACUS LIFE INC$863,258$336,299 ▲63.8%110,2500.2%CL ALOWLowe's Companies$824,744$8,637 ▼-1.0%3,3420.2%Retail/WholesaleSPHQInvesco S&P 500 Quality ETF$807,7120.0%12,0500.2%ETFBACBank of America$803,368$43,203 ▲5.7%18,2790.2%FinanceHONHoneywell International$802,701$30,943 ▼-3.7%3,5540.2%Multi-Sector ConglomeratesQCOMQUALCOMM$798,885$14,749 ▼-1.8%5,2000.2%Computer and TechnologyMOAltria Group$790,240$523,044 ▲195.8%15,1130.2%Consumer StaplesMEARiShares Short Maturity Municipal Bond Active ETF$764,435$38,811 ▲5.3%15,3040.2%ETFTRVTravelers Companies$761,419$128,870 ▲20.4%3,1610.2%FinanceRTXRTX$759,532$20,481 ▲2.8%6,5640.2%AerospaceCSCOCisco Systems$745,661$15,984 ▲2.2%12,5960.2%Computer and TechnologyADPAutomatic Data Processing$735,807$6,732 ▲0.9%2,5140.2%Business ServicesKOCoca-Cola$724,267$175,323 ▼-19.5%11,6330.2%Consumer StaplesDGROiShares Core Dividend Growth ETF$723,628$73,301 ▼-9.2%11,7970.2%ETFVBVanguard Small-Cap ETF$722,8800.0%3,0080.2%ETFMPTIM-tron Industries$721,607$283,316 ▼-28.2%14,9000.2%ConstructionADIAnalog Devices$710,779$16,149 ▼-2.2%3,3450.2%Computer and TechnologyAMGNAmgen$710,244$16,160 ▲2.3%2,7250.2%MedicalPEPPepsiCo$670,128$81,048 ▼-10.8%4,4070.2%Consumer StaplesRSGRepublic Services$656,697$30,179 ▼-4.4%3,2640.2%Business ServicesSHELShell$641,097$641,097 ▲New Holding10,2330.2%Oils/EnergyVLOValero Energy$628,274$628,274 ▲New Holding5,1250.2%Oils/EnergyEPDEnterprise Products Partners$627,200$627,200 ▲New Holding20,0000.2%Oils/EnergyAONAON$614,882$2,514 ▲0.4%1,7120.2%FinanceMSMorgan Stanley$609,870$14,584 ▼-2.3%4,8510.2%FinanceSCHXSchwab US Large-Cap ETF$595,050$391,763 ▲192.7%25,6710.2%ETFSPLGSPDR Portfolio S&P 500 ETF$564,189$44,879 ▼-7.4%8,1840.1%ETFABTAbbott Laboratories$547,764$124,754 ▼-18.6%4,8430.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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