Evernest Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $37.08M | 7.8% |
| WORLD GOLD TR | $32.13M | 6.7% |
| Warren E. Buffett | $32.11M | 6.7% |
| MICROSOFT CORP | $21.23M | 4.4% |
| SPDR SERIES TRUST | $20.57M | 4.3% |
| ISHARES TR | $19.72M | 4.1% |
| INVESCO EXCHANGE TRADED FD T | $19.20M | 4.0% |
| CAPITAL GROUP INTERNATIONAL | $15.51M | 3.3% |
| ISHARES TR | $15.29M | 3.2% |
| FIDELITY COVINGTON TRUST | $14.07M | 2.9% |
| FIDELITY COVINGTON TRUST | $13.66M | 2.9% |
| ISHARES TR | $10.95M | 2.3% |
| CAPITOL SER TR | $10.58M | 2.2% |
| VANGUARD INDEX FDS | $10.04M | 2.1% |
| WISDOMTREE TR | $9.85M | 2.1% |
| ISHARES TR | $8.46M | 1.8% |
| CAPITAL GROUP CONSERVATIVE E | $7.91M | 1.7% |
| WISDOMTREE TR | $6.72M | 1.4% |
| SPDR S&P 500 ETF TR | $5.98M | 1.3% |
| WISDOMTREE TR | $5.56M | 1.2% |
| WISDOMTREE TR | $5.56M | 1.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $5.36M | 1.1% |
| Alphabet Inc. | $4.98M | 1.0% |
| ELI LILLY & Co | $4.45M | 0.9% |
| DIMENSIONAL ETF TRUST | $4.03M | 0.8% |
| Walmart Inc. | $3.79M | 0.8% |
| INVESCO EXCHANGE TRADED FD T | $3.49M | 0.7% |
| THE GOLDMAN SACHS GROUP, INC. | $3.49M | 0.7% |
| Alphabet Inc. | $3.15M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $3.07M | 0.6% |
| NVIDIA Corp | $2.97M | 0.6% |
| ISHARES INC | $2.70M | 0.6% |
| CATERPILLAR INC | $2.70M | 0.6% |
| KINGSTONE COMPANIES, INC.KINS | $2.61M | 0.5% |
| ISHARES TR | $2.38M | 0.5% |
| JOHNSON & JOHNSON | $2.30M | 0.5% |
| Broadcom Inc. | $2.16M | 0.5% |
| MCDONALD'S CORP | $2.15M | 0.5% |
| ISHARES TR | $1.85M | 0.4% |
| JPMORGAN CHASE & CO | $1.80M | 0.4% |
| INVESCO QQQ TR | $1.77M | 0.4% |
| Mastercard Inc | $1.69M | 0.4% |
| ISHARES TR | $1.62M | 0.3% |
| BOS BETTER ONLINE SOLUTIONS | $1.59M | 0.3% |
| RTX Corp | $1.57M | 0.3% |
| TJX Cos Inc/The | $1.56M | 0.3% |
| iShares MSCI UAE ETF | $1.52M | 0.3% |
| Meta Platforms Inc | $1.50M | 0.3% |
| CISCO SYSTEMS, INC. | $1.44M | 0.3% |
| Marriott International Inc/MD | $1.40M | 0.3% |