Back to Evernest Financial Advisors, LLC

Evernest Financial Advisors, LLC

All holdings · as of Dec 31, 2025

185 positions

CompanyClassValueShares% of portfolio
SELECT SECTOR SPDR TR$1.40M32,0970.3%
STRYKER CORP$1.39M3,9000.3%
SELECT SECTOR SPDR TR$1.35M25,2540.3%
AMGEN INC$1.35M3,6040.3%
iShares MSCI UAE ETF$1.35M8,8720.3%
TEXAS INSTRUMENTS INC$1.35M6,1600.3%
HOME DEPOT, INC.$1.34M3,5130.3%
LOCKHEED MARTIN CORP$1.32M2,0750.3%
VANGUARD SPECIALIZED FUNDS$1.32M5,7400.3%
Merck & Co., Inc.$1.26M10,7410.3%
AbbVie Inc.$1.26M5,6370.3%
VANGUARD INDEX FDS$1.24M6,0130.3%
Amazon.com Inc$1.20M5,7630.3%
Red Violet, Inc.$1.16M28,0000.2%
COSTCO WHOLESALE CORP /NEW$1.15M1,1570.2%
SPDR SERIES TRUST$1.15M18,2850.2%
BANK OF AMERICA CORP /DE$1.14M20,2740.2%
COCA COLA CO$1.14M14,6590.2%
VANGUARD INDEX FDS$1.13M3,7340.2%
ISHARES U S ETF TR$1.11M22,0450.2%
BALL Corp$1.08M16,1730.2%
QUALCOMM INC/DE$1.04M7,5130.2%
Morgan Stanley$1.04M5,7060.2%
VANGUARD INDEX FDS$1.01M2,9590.2%
Valero Energy Corp$1.01M5,0000.2%
Visa Inc$975.1K2,9950.2%
ALTRIA GROUP, INC.$973.3K15,1130.2%
DANAHER CORP /DE$969.2K4,4730.2%
INVESCO EXCHANGE TRADED FD T$961.3K12,0500.2%
ANALOG DEVICES INC$931.7K2,8850.2%
TRAVELERS COMPANIES, INC.$899.5K3,0720.2%
VANGUARD INDEX FDS$871.9K3,1310.2%
ISHARES TR$871.6K11,7970.2%
LOWES COMPANIES INC$870.7K3,1450.2%
VANGUARD TAX-MANAGED FDS$869.0K12,7100.2%
HONEYWELL INTERNATIONAL INC$861.1K3,5900.2%
CuriosityStream Inc.CURICommon Stock$839.9K255,2900.2%
CHEVRON CORP$837.8K4,5880.2%
MCKESSON CORP$826.6K8590.2%
SPDR SERIES TRUST$816.5K10,0000.2%
VANGUARD MUN BD FDS$785.0K15,4920.2%
Accenture plc$779.8K3,2940.2%
REPUBLIC SERVICES, INC.$751.2K3,3520.2%
EXXON MOBIL CORP$744.4K4,9230.2%
INTERNATIONAL BUSINESS MACHINES CORP$737.9K2,4900.2%
CPS TECHNOLOGIES CORP/DECPSHCommon Stock$725.7K145,4340.2%
ISHARES TR$720.2K7,1900.2%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$703.2K20,0000.1%
SCHWAB STRATEGIC TR$688.4K22,2200.1%
WELLS FARGO & COMPANY/MN$684.8K7,2380.1%
← PrevPage 2 of 4Next →