Evernest Financial Advisors, LLC
CIK Number: 0002009530
Main Sectors:
Filing Date: May 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM | SPDR Gold MiniS... | 66.08 | -0.62% | 371.37K | +8.15% | 22.98M | 44.64 | 8.25% | Share |
| 2 | IVV | iShares Core S&... | 648.15 | +0.01% | 27.61K | +1.70% | 15.51M | 495.71 | 5.57% | Share |
| 3 | IJH | iShares Core S&... | 63.85 | -1.31% | 257.23K | +0.40% | 15.01M | 56.1 | 5.39% | Share |
| 4 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 76.8K | +13.49% | 13.3M | 160.38 | 4.77% | Share |
| 5 | DXJ | WisdomTree Japa... | 124.37 | -0.38% | 92.8K | -0.65% | 10.22M | 89.92 | 3.67% | Share |
| 6 | IJR | iShares Core S&... | 115.17 | -1.4% | 96.53K | -3.75% | 10.09M | 109.11 | 3.62% | Share |
| 7 | FFSM | Fidelity Small-... | 28.39 | -1.34% | 394.68K | +11.18% | 9.96M | 27.08 | 3.58% | Share |
| 8 | IEFA | iShares Core MS... | 85.61 | -0.04% | 110.22K | -0.76% | 8.34M | 70.65 | 2.99% | Share |
| 9 | AAPL | Apple Inc. | 232.81 | -0.22% | 36.91K | -75.36% | 8.2M | 223.62 | 2.94% | Share |
| 10 | CGIE | Capital Group I... | 33.15 | -0.03% | 257.72K | +37.72% | 7.56M | 28.01 | 2.71% | Share |
| 11 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 65.89K | -2.39% | 7.14M | 89.89 | 2.56% | Share |
| 12 | FENI | Fidelity Coving... | 34.36 | -0.26% | 198.1K | +39.09% | 5.9M | 28.16 | 2.12% | Share |
| 13 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 10.44K | -63.44% | 5.37M | 494.58 | 1.93% | Share |
| 14 | USFR | WisdomTree Floa... | 50.40 | +0.01% | 98.81K | +2.13% | 4.97M | 50.26 | 1.78% | Share |
| 15 | DOL | WisdomTree Inte... | 61.84 | +0.05% | 86.57K | -2.86% | 4.77M | 49.37 | 1.71% | Share |
| 16 | DGRW | WisdomTree U.S.... | 87.19 | -0.33% | 56.97K | +6.17% | 4.55M | 71.49 | 1.63% | Share |
| 17 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 12.07K | -77.52% | 4.53M | 419.96 | 1.63% | Share |
| 18 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 7.73K | -0.4% | 4.33M | 476.15 | 1.55% | Share |
| 19 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 4.78K | +8.15% | 3.95M | 613.69 | 1.42% | Share |
| 20 | CGCV | Capital Group C... | 29.38 | -0.1% | 128.79K | +29.66% | 3.49M | 27.18 | 1.25% | Share |
| 21 | DFAX | Dimensional Wor... | 30.43 | -0.47% | 118.61K | -19.36% | 3.11M | 24.6 | 1.12% | Share |
| 22 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 15.22K | -3.37% | 2.35M | 153.59 | 0.84% | Share |
| 23 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 4.31K | -94.25% | 2.3M | 454.46 | 0.82% | Share |
| 24 | AGG | iShares Core U.... | 99.10 | -0.27% | 20.91K | +8.27% | 2.07M | 98.8 | 0.74% | Share |
| 25 | MCD | McDonald's Corp... | 308.84 | +1.24% | 6.58K | -6.11% | 2.05M | 297.59 | 0.74% | Share |
| 26 | MA | Mastercard Inco... | 583.65 | +0.99% | 3.56K | -0.2% | 1.95M | 427.64 | 0.70% | Share |
| 27 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 3.5K | -1.52% | 1.84M | 524.68 | 0.66% | Share |
| 28 | KINS | Kingstone Compa... | 14.95 | -3.98% | 99.6K | -9.48% | 1.66M | 9.15 | 0.60% | Share |
| 29 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 9.87K | -1.34% | 1.54M | 141.45 | 0.55% | Share |
| 30 | GS | The Goldman Sac... | 746.99 | +0.31% | 2.81K | +33.54% | 1.54M | 437.26 | 0.55% | Share |
| 31 | WMT | Walmart Inc. | 100.84 | -0.15% | 17.37K | -65.16% | 1.53M | 71.24 | 0.55% | Share |
| 32 | EWJ | iShares MSCI Ja... | 78.79 | -0.61% | 22.12K | -3.42% | 1.52M | 71.44 | 0.54% | Share |
| 33 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 9.02K | +14.79% | 1.5M | 157.54 | 0.54% | Share |
| 34 | VTWO | Vanguard Russel... | 92.26 | -1.32% | 18.2K | +0.13% | 1.47M | 86.38 | 0.53% | Share |
| 35 | SYK | Stryker Corpora... | 378.47 | -0.13% | 3.94K | +20.39% | 1.47M | 313.95 | 0.53% | Share |
| 36 | TJX | The TJX Compani... | 132.95 | -0.86% | 11.81K | -1.53% | 1.44M | 94.72 | 0.52% | Share |
| 37 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 5.65K | +4.61% | 1.39M | 176.74 | 0.50% | Share |
| 38 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 7.15K | -2.44% | 1.36M | 184.22 | 0.49% | Share |
| 39 | IWR | iShares Russell... | 94.44 | -0.87% | 15.91K | 0.00% | 1.35M | 80.5 | 0.49% | Share |
| 40 | LAKE | Lakeland Indust... | 14.98 | +0.13% | 66.39K | +100.00% | 1.35M | 20.31 | 0.48% | Share |
| 41 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 2.86K | -3.22% | 1.34M | 413.71 | 0.48% | Share |
| 42 | META | Meta Platforms,... | 781.96 | +0.24% | 2.28K | +43.33% | 1.31M | 453.26 | 0.47% | Share |
| 43 | ACN | Accenture plc | 246.13 | +0.18% | 4.2K | -4.76% | 1.31M | 350.94 | 0.47% | Share |
| 44 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 3.92K | -2.8% | 1.29M | 305.67 | 0.46% | Share |
| 45 | IWM | iShares Russell... | 228.20 | -1.31% | 6.46K | +0.02% | 1.29M | 213.48 | 0.46% | Share |
| 46 | HD | The Home Depot,... | 400.32 | -1.68% | 3.42K | -20.99% | 1.25M | 360.76 | 0.45% | Share |
| 47 | XLU | Utilities Selec... | 85.85 | -0.72% | 15.87K | +1.54% | 1.25M | 73.87 | 0.45% | Share |
| 48 | PG | The Procter & G... | 153.70 | -1.1% | 7.3K | +12.38% | 1.24M | 149.44 | 0.45% | Share |
| 49 | JMST | JPMorgan Ultra-... | 50.98 | -0.01% | 23.82K | -69.82% | 1.21M | 50.91 | 0.43% | Share |
| 50 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 5.58K | +4.28% | 1.17M | 183.79 | 0.42% | Share |
| 51 | XLE | Energy Select S... | 85.55 | -0.11% | 12.37K | -14.05% | 1.16M | 83.84 | 0.41% | Share |
| 52 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 6.84K | -19.86% | 1.14M | 185.59 | 0.41% | Share |
| 53 | V | Visa Inc. | 345.40 | +0.83% | 3.18K | -11.9% | 1.12M | 263.94 | 0.40% | Share |
| 54 | SUB | iShares Short-T... | 106.85 | -0.05% | 10.53K | +3.35% | 1.11M | 105.34 | 0.40% | Share |
| 55 | VIG | Vanguard Divide... | 210.08 | +0.06% | 5.69K | +0.33% | 1.1M | 170.71 | 0.40% | Share |
| 56 | VTV | Vanguard Value ... | 180.44 | -0.2% | 6.33K | -8.87% | 1.09M | 149.5 | 0.39% | Share |
| 57 | COST | Costco Wholesal... | 975.42 | -0.35% | 1.16K | +0.70% | 1.09M | 662.35 | 0.39% | Share |
| 58 | LMT | Lockheed Martin... | 437.38 | -1.17% | 2.41K | +1.56% | 1.08M | 453.14 | 0.39% | Share |
| 59 | MAR | Marriott Intern... | 266.49 | -1.19% | 4.51K | -0.57% | 1.07M | 225.62 | 0.39% | Share |
| 60 | TXN | Texas Instrumen... | 193.71 | +0.22% | 5.85K | -0.12% | 1.05M | 170.46 | 0.38% | Share |
| 61 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 6.8K | +30.69% | 1.04M | 147.26 | 0.37% | Share |
| 62 | DHR | Danaher Corpora... | 210.15 | +0.48% | 4.96K | +4.55% | 1.02M | 230.71 | 0.37% | Share |
| 63 | MAMA | Mama's Creation... | 8.13 | -3.33% | 155.19K | -18.71% | 1.01M | 7.1 | 0.36% | Share |
| 64 | MRK | Merck & Co., In... | 82.74 | +0.04% | 11.08K | -6.28% | 994.73K | 110.18 | 0.36% | Share |
| 65 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 15.44K | +22.57% | 952.73K | 52.73 | 0.34% | Share |
| 66 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 3.64K | -3.11% | 942.27K | 247.44 | 0.34% | Share |
| 67 | AMGN | Amgen Inc. | 290.28 | +0.33% | 3K | +10.09% | 934.65K | 290.57 | 0.34% | Share |
| 68 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 18.53K | -1.23% | 919.38K | 50.71 | 0.33% | Share |
| 69 | RTX | RTX Corporation | 155.06 | -0.42% | 6.89K | +4.92% | 912.19K | 89.07 | 0.33% | Share |
| 70 | MO | Altria Group, I... | 65.54 | +0.06% | 15.11K | 0.00% | 907.06K | 51.87 | 0.33% | Share |
| 71 | KO | The Coca-Cola C... | 69.52 | -1.33% | 12.36K | +6.25% | 885.26K | 60.4 | 0.32% | Share |
| 72 | ADP | Automatic Data ... | 301.52 | -1.12% | 2.9K | +15.23% | 885K | 243.39 | 0.32% | Share |
| 73 | RSG | Republic Servic... | 232.53 | -0.09% | 3.5K | +7.32% | 848.36K | 170.26 | 0.30% | Share |
| 74 | MEAR | iShares Short M... | 50.40 | +0.02% | 16.76K | +9.49% | 841.82K | 50.01 | 0.30% | Share |
| 75 | BAC | Bank of America... | 47.70 | +0.97% | 20.13K | +10.14% | 840.11K | 35.04 | 0.30% | Share |
| 76 | TRV | The Travelers C... | 268.64 | -0.25% | 3.12K | -1.33% | 824.86K | 200.74 | 0.30% | Share |
| 77 | CVX | Chevron Corpora... | 155.20 | -0.43% | 4.83K | +31.24% | 807.51K | 153.14 | 0.29% | Share |
| 78 | HON | Honeywell Inter... | 218.15 | -0.73% | 3.81K | +7.17% | 806.59K | 209.85 | 0.29% | Share |
| 79 | SPHQ | Invesco S&P 500... | 72.51 | -0.6% | 12.05K | 0.00% | 799.4K | 60.39 | 0.29% | Share |
| 80 | AON | Aon plc | 366.34 | -1.23% | 2K | +16.71% | 797.38K | 315.93 | 0.29% | Share |
| 81 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 6.5K | -37.06% | 773.51K | 107.06 | 0.28% | Share |
| 82 | LOW | Lowe's Companie... | 253.05 | -1.24% | 3.27K | -2.3% | 761.46K | 222.5 | 0.27% | Share |
| 83 | DGRO | iShares Core Di... | 66.23 | -0.14% | 11.8K | 0.00% | 728.82K | 53.82 | 0.26% | Share |
| 84 | GNSS | Genasys Inc. | 1.63 | +0.31% | 313.27K | +1.55K% | 711.12K | 2.29 | 0.26% | Share |
| 85 | EPD | Enterprise Prod... | 31.93 | +0.57% | 20K | 0.00% | 682.8K | 31.36 | 0.25% | Share |
| 86 | NXGL | NEXGEL, Inc. | 2.23 | -7.08% | 224.67K | +100.00% | 669.5K | 2.98 | 0.24% | Share |
| 87 | VB | Vanguard Small ... | 246.81 | -1.26% | 3.01K | 0.00% | 667.13K | 220.28 | 0.24% | Share |
| 88 | VLO | Valero Energy C... | 135.85 | -0.22% | 5K | -2.44% | 660.35K | 122.59 | 0.24% | Share |
| 89 | ABT | Abbott Laborato... | 129.32 | -0.06% | 4.97K | +2.58% | 658.98K | 110.64 | 0.24% | Share |
| 90 | BOSC | B.O.S. Better O... | 4.87 | +0.08% | 166.5K | +100.00% | 629.37K | 3.78 | 0.23% | Share |
| 91 | ADI | Analog Devices,... | 236.13 | -0.63% | 3.06K | -8.46% | 617.49K | 198.56 | 0.22% | Share |
| 92 | SHEL | Shell plc | 72.64 | -0.15% | 7.97K | -22.15% | 583.75K | 62.65 | 0.21% | Share |
| 93 | MCK | McKesson Corpor... | 673.84 | +1.61% | 859 | 0.00% | 578.1K | 569.91 | 0.21% | Share |
| 94 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 25.72K | +0.18% | 567.81K | 18.82 | 0.20% | Share |
| 95 | MS | Morgan Stanley | 148.51 | +0.51% | 4.78K | -1.53% | 557.33K | 93.3 | 0.20% | Share |
| 96 | XLB | Materials Selec... | 90.03 | -1.04% | 6.31K | +5.66% | 542.63K | 86.09 | 0.19% | Share |
| 97 | MMC | Marsh & McLenna... | 206.96 | -1.14% | 2.17K | 0.00% | 530.6K | 194.04 | 0.19% | Share |
| 98 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 7.83K | -4.28% | 515.15K | 58.51 | 0.18% | Share |
| 99 | IBM | International B... | 237.04 | -1.26% | 2.04K | +15.21% | 506.51K | 182.04 | 0.18% | Share |
| 100 | ITW | Illinois Tool W... | 262.44 | -1.83% | 1.97K | -5.75% | 488.07K | 261.94 | 0.18% | Share |
| 101 | XLI | Industrial Sele... | 151.15 | -0.87% | 3.68K | -2.15% | 482.68K | 114.67 | 0.17% | Share |
| 102 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 3.18K | -27.91% | 476.41K | 169.89 | 0.17% | Share |
| 103 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 4.82K | +1.78% | 472.39K | 95.99 | 0.17% | Share |
| 104 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 871 | 0.00% | 464.71K | 569.66 | 0.17% | Share |
| 105 | SCHM | Schwab U.S. Mid... | 28.97 | -1.03% | 17.62K | +0.30% | 461.66K | 25.14 | 0.17% | Share |
| 106 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 6.3K | +18.03% | 452.56K | 64.44 | 0.16% | Share |
| 107 | BLK | BlackRock, Inc. | 1160.35 | +0.03% | 473 | -8.51% | 447.8K | 1025.11 | 0.16% | Share |
| 108 | MAGS | Roundhill Magni... | 60.64 | +0.45% | 9.75K | +100.00% | 447.13K | 45.86 | 0.16% | Share |
| 109 | RCEL | AVITA Medical, ... | 5.80 | +0.69% | 50.5K | +100.00% | 411.09K | 8.14 | 0.15% | Share |
| 110 | NKE | NIKE, Inc. | 76.39 | -1.04% | 6.33K | -4.38% | 401.96K | 95.32 | 0.14% | Share |
| 111 | BOF | BranchOut Food ... | 2.20 | +0.92% | 157K | +100.00% | 386.22K | 2.46 | 0.14% | Share |
| 112 | SCHA | Schwab U.S. Sma... | 26.63 | -1.12% | 16.11K | +0.16% | 377.38K | 24.21 | 0.14% | Share |
| 113 | DIS | The Walt Disney... | 116.33 | -0.27% | 3.78K | -17.42% | 373.46K | 95.94 | 0.13% | Share |
| 114 | VZ | Verizon Communi... | 43.49 | -0.49% | 8.1K | +8.97% | 367.49K | 38.38 | 0.13% | Share |
| 115 | NOC | Northrop Grumma... | 583.89 | +0.31% | 701 | -4.5% | 358.77K | 468.43 | 0.13% | Share |
| 116 | ADBE | Adobe Inc. | 348.58 | -0.71% | 931 | +7.13% | 357.07K | 580.61 | 0.13% | Share |
| 117 | CB | Chubb Limited | 275.69 | +0.24% | 1.16K | +100.00% | 350.48K | 301.99 | 0.13% | Share |
| 118 | TDVG | T. Rowe Price D... | 43.16 | -0.15% | 8.67K | -2.09% | 350.25K | 35.27 | 0.13% | Share |
| 119 | RPID | Rapid Micro Bio... | 2.82 | -3.09% | 131.26K | +100.00% | 346.54K | 2.64 | 0.12% | Share |
| 120 | AMT | American Tower ... | 203.48 | -0.33% | 1.57K | +15.96% | 341.41K | 216.12 | 0.12% | Share |
| 121 | VEA | Vanguard Develo... | 58.60 | -0.18% | 6.45K | 0.00% | 327.6K | 49.83 | 0.12% | Share |
| 122 | ICE | Intercontinenta... | 182.62 | +0.67% | 1.85K | -10.61% | 318.39K | 128.43 | 0.11% | Share |
| 123 | CEG | Constellation E... | 326.16 | -0.45% | 1.56K | +3.65% | 315.12K | 252.32 | 0.11% | Share |
| 124 | FSI | Flexible Soluti... | 7.54 | +0.40% | 61.4K | +100.00% | 310.07K | 5.05 | 0.11% | Share |
| 125 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 3.76K | 0.00% | 306.94K | 76.44 | 0.11% | Share |
| 126 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 6.66K | +0.09% | 301.46K | 41.18 | 0.11% | Share |
| 127 | CBRE | CBRE Group, Inc... | 158.48 | -0.74% | 2.29K | -11.99% | 299.62K | 93.09 | 0.11% | Share |
| 128 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 1.11K | -2.47% | 296.71K | 268.7 | 0.11% | Share |
| 129 | IVOO | Vanguard S&P Mi... | 108.10 | -1.3% | 2.92K | +1.39% | 288.7K | 105.54 | 0.10% | Share |
| 130 | CL | Colgate-Palmoli... | 84.62 | -1.99% | 2.97K | +10.29% | 278.22K | 81.57 | 0.10% | Share |
| 131 | ITOT | iShares Core S&... | 140.91 | -0.11% | 2.27K | 0.00% | 276.6K | 105.23 | 0.10% | Share |
| 132 | LIN | Linde plc | 477.49 | +0.39% | 594 | +100.00% | 276.59K | 465.64 | 0.10% | Share |
| 133 | PGR | The Progressive... | 250.95 | +0.71% | 932 | -12.82% | 263.76K | 251.95 | 0.09% | Share |
| 134 | PH | Parker-Hannifin... | 745.38 | -2.19% | 425 | +7.05% | 258.34K | 630.5 | 0.09% | Share |
| 135 | SPLV | Invesco S&P 500... | 73.55 | -0.65% | 3.45K | +0.41% | 258.02K | 62.79 | 0.09% | Share |
| 136 | CRH | CRH plc | 111.75 | -1.67% | 2.84K | +100.00% | 250.1K | 87.97 | 0.09% | Share |
| 137 | VUG | Vanguard Growth... | 463.54 | +0.15% | 670 | -42.19% | 248.37K | 310.96 | 0.09% | Share |
| 138 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 492 | -5.57% | 244.82K | 536.98 | 0.09% | Share |
| 139 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 5.46K | -7.82% | 238.6K | 41.15 | 0.09% | Share |
| 140 | XLK | Technology Sele... | 267.74 | -0.21% | 1.07K | -37.57% | 221.97K | 196.13 | 0.08% | Share |
| 141 | XLRE | The Real Estate... | 41.05 | -0.71% | 5.18K | +100.00% | 216.78K | 41.85 | 0.08% | Share |
| 142 | XME | SPDR S&P Metals... | 80.59 | -1.12% | 3.65K | -36.51% | 204.08K | 59.49 | 0.07% | Share |
| 143 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 3.43K | +100.00% | 202.12K | 58.96 | 0.07% | Share |
| 144 | EWCZ | European Wax Ce... | 4.67 | -6.87% | 46.96K | 0.00% | 185.5K | 13.59 | 0.07% | Share |
| 145 | ABL | Abacus Life, In... | 6.28 | -0.75% | 11K | -90.02% | 82.39K | 9.23 | 0.03% | Share |