Evernest Financial Advisors, LLC Portfolio Holdings
Q3 2025•188 long positions•$356.9M portfolio value
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Holding197 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $27.4M 7.68% | -$2.9M Sold | — 358.7K shares | 396.9K → 358.7K −$2.9M | -9.63% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $18.1M 5.06% | -$26.1K Sold | — 27.0K shares | 27.0K → 27.0K −$26.1K | -0.14% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.5M 4.89% | +$670.8K Bought | — 267.6K shares | 257.4K → 267.6K +$670.8K | +3.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.7M 4.41% | +$539.3K Bought | — 82.9K shares | 80.0K → 82.9K +$539.3K | +3.55% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.8M 3.32% | -$26.1K Sold | — 405.6K shares | 406.5K → 405.6K −$26.1K | -0.22% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $11.7M 3.29% | +$760.5K Bought | — 347.9K shares | 325.3K → 347.9K +$760.5K | +6.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.9M 2.79% | -$31.2K Sold | — 113.9K shares | 114.3K → 113.9K −$31.2K | -0.31% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.9M 2.78% | +$3.8M Bought | — 16.2K shares | 10.0K → 16.2K +$3.8M | +62.01% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $9.7M 2.72% | +$199.4K Bought | 0.0% 38.1K shares | 37.3K → 38.1K +$199.4K | +2.1% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.5M 2.66% | +$748.1K Bought | — 269.3K shares | 248.1K → 269.3K +$748.1K | +8.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 2.47% | +$8.8M New | — 293.4K shares | 0 → 293.4K +$8.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.8M 2.18% | -$34.1K Sold | — 60.9K shares | 61.1K → 60.9K −$34.1K | -0.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.8M 2.18% | -$89.2K Sold | — 65.6K shares | 66.3K → 65.6K −$89.2K | -1.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.5M 2.11% | +$1.5M Bought | — 162.3K shares | 129.4K → 162.3K +$1.5M | +25.47% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $7.4M 2.06% | +$829.9K Bought | — 244.6K shares | 217.0K → 244.6K +$829.9K | +12.7% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $6.6M 1.86% | -$7.8K Sold | 0.0% 12.8K shares | 12.8K → 12.8K −$7.8K | -0.12% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.3M 1.76% | +$1.0M Bought | — 124.6K shares | 104.1K → 124.6K +$1.0M | +19.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.8M 1.63% | -$186.8 Sold | — 93.3K shares | 93.3K → 93.3K −$186.8 | -0.0% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.6M 1.57% | +$46.5K Bought | — 63.1K shares | 62.6K → 63.1K +$46.5K | +0.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.1M 1.42% | -$42.0K Sold | — 7.6K shares | 7.7K → 7.6K −$42.0K | -0.82% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $4.1M 1.15% | +$10.7K Bought | 0.0% 16.8K shares | 16.8K → 16.8K +$10.7K | +0.26% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.6M 1.02% | — | — 115.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $3.6M 1.0% | -$151.1K Sold | 0.001% 4.7K shares | 4.9K → 4.7K −$151.1K | -4.06% | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 0.893% | -$31.8K Sold | — 56.8K shares | 57.4K → 56.8K −$31.8K | -0.99% | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $3.1M 0.881% | +$1.2M Bought | 0.0% 30.5K shares | 18.6K → 30.5K +$1.2M | +64.04% | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Property & Casualty Financial Services | $3.1M 0.872% | +$811.3K Bought | 1.5% 211.7K shares | 156.5K → 211.7K +$811.3K | +35.27% | $207.9M Micro Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $3.1M 0.87% | -$18.3K Sold | 0.0% 16.6K shares | 16.7K → 16.6K −$18.3K | -0.59% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $2.6M 0.731% | -$231.3K Sold | 0.0% 7.9K shares | 8.6K → 7.9K −$231.3K | -8.15% | $1.56T Mega Cap | Q1 2024 Held for 1y 8m | |
Financial - Capital Markets Financial Services | $2.5M 0.709% | +$8.0K Bought | 0.001% 3.2K shares | 3.2K → 3.2K +$8.0K | +0.32% | $241.07B Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.5M 0.708% | +$36.5K Bought | 0.0% 10.4K shares | 10.2K → 10.4K +$36.5K | +1.47% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.5M 0.705% | +$244.9K Bought | — 46.5K shares | 41.9K → 46.5K +$244.9K | +10.78% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $2.5M 0.692% | — | 0.0% 4.9K shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 0.658% | +$242.0 Bought | — 9.7K shares | 9.7K → 9.7K +$242.0 | +0.01% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 0.636% | — | — 23.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $2.1M 0.582% | -$3.3K Sold | 0.001% 6.8K shares | 6.8K → 6.8K −$3.3K | -0.16% | $216.86B Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $2.0M 0.574% | +$6.8K Bought | 0.0% 3.6K shares | 3.6K → 3.6K +$6.8K | +0.33% | $514.21B Mega Cap | Q4 2023 Held for 1y 11m | |
Agricultural - Machinery Industrials | $2.0M 0.571% | +$23.4K Bought | 0.001% 4.3K shares | 4.2K → 4.3K +$23.4K | +1.16% | $223.53B Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $2.0M 0.559% | +$12.0K Bought | 0.0% 6.3K shares | 6.3K → 6.3K +$12.0K | +0.6% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 0.557% | +$190.0K Bought | — 24.8K shares | 22.4K → 24.8K +$190.0K | +10.56% | — — | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $2.0M 0.55% | -$14.7K Sold | 0.0% 2.7K shares | 2.7K → 2.7K −$14.7K | -0.74% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Apparel - Retail Consumer Cyclical | $1.7M 0.489% | -$5.9K Sold | 0.001% 12.1K shares | 12.1K → 12.1K −$5.9K | -0.34% | $160.86B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.483% | +$1.8K Bought | — 2.9K shares | 2.9K → 2.9K +$1.8K | +0.1% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.7M 0.467% | -$15.8K Sold | 0.0% 9.0K shares | 9.1K → 9.0K −$15.8K | -0.94% | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.437% | +$9.3K Bought | — 17.9K shares | 17.8K → 17.9K +$9.3K | +0.6% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $1.5M 0.426% | +$7.0K Bought | 0.0% 6.9K shares | 6.9K → 6.9K +$7.0K | +0.46% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $1.5M 0.416% | +$7.7K Bought | 0.0% 3.7K shares | 3.6K → 3.7K +$7.7K | +0.52% | $403.32B Mega Cap | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $1.4M 0.406% | +$17.0K Bought | 0.001% 3.9K shares | 3.9K → 3.9K +$17.0K | +1.19% | $141.33B Large Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $1.4M 0.39% | +$25.4K Bought | 0.001% 8.3K shares | 8.2K → 8.3K +$25.4K | +1.86% | $223.98B Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.4M 0.387% | -$463.1 Sold | 0.0% 6.0K shares | 6.0K → 6.0K −$463.1 | -0.03% | $409.03B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.3M 0.374% | +$701.9K Bought | — 18.1K shares | 8.6K → 18.1K +$701.9K | +110.72% | — — | Q2 2025 Held for 5 months |
