13F HOLDINGS REPORT
Evernest Financial Advisors, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0002009530-25-000008
Total Value
$356.9M
Positions
188
Other Managers
0
Confidential Omitted
No
Holdings (188)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WORLD GOLD TR | GLDW | 358,715 | $27.4M | 7.68% |
| 2 | ISHARES TR | 464287200 | 26,981 | $18.1M | 5.06% |
| 3 | ISHARES TR | 464287507 | 267,640 | $17.5M | 4.89% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 82,882 | $15.7M | 4.41% |
| 5 | FIDELITY COVINGTON TRUST | 316092295 | 405,619 | $11.8M | 3.32% |
| 6 | CAPITAL GROUP INTERNATIONAL | 14021M107 | 347,852 | $11.7M | 3.29% |
| 7 | ISHARES TR | 46432F842 | 113,929 | $9.9M | 2.79% |
| 8 | VANGUARD INDEX FDS | 922908363 | 16,219 | $9.9M | 2.78% |
| 9 | APPLE INC | AAPL | 38,085 | $9.7M | 2.72% |
| 10 | FIDELITY COVINGTON TRUST | 31609A404 | 269,266 | $9.5M | 2.66% |
| 11 | CAPITOL SER TR | 14064D550 | 293,357 | $8.8M | 2.47% |
| 12 | WISDOMTREE TR | WT | 60,873 | $7.8M | 2.18% |
| 13 | ISHARES TR | 464287804 | 65,557 | $7.8M | 2.18% |
| 14 | SPDR SERIES TRUST | 78468R853 | 162,330 | $7.5M | 2.11% |
| 15 | CAPITAL GROUP CONSERVATIVE E | 14020U100 | 244,557 | $7.4M | 2.06% |
| 16 | MICROSOFT CORP | MSFT | 12,831 | $6.6M | 1.86% |
| 17 | WISDOMTREE TR | WT | 124,626 | $6.3M | 1.76% |
| 18 | WISDOMTREE TR | WT | 93,268 | $5.8M | 1.63% |
| 19 | WISDOMTREE TR | WT | 63,127 | $5.6M | 1.57% |
| 20 | SPDR S&P 500 ETF TR | SPY | 7,611 | $5.1M | 1.42% |
| 21 | ALPHABET INC | GOOG | 16,830 | $4.1M | 1.15% |
| 22 | DIMENSIONAL ETF TRUST | 25434V880 | 115,651 | $3.6M | 1.02% |
| 23 | ELI LILLY & CO | LLY | 4,680 | $3.6M | 1.00% |
| 24 | INVESCO EXCHANGE TRADED FD T | IVZ | 56,783 | $3.2M | 0.89% |
| 25 | WALMART INC | WMT | 30,502 | $3.1M | 0.88% |
| 26 | KINGSTONE COS INC | 496719105 | 211,690 | $3.1M | 0.87% |
| 27 | NVIDIA CORPORATION | NVDA | 16,646 | $3.1M | 0.87% |
| 28 | BROADCOM INC | AVGO | 7,903 | $2.6M | 0.73% |
| 29 | GOLDMAN SACHS GROUP INC | GSCE | 3,179 | $2.5M | 0.71% |
| 30 | ALPHABET INC | GOOG | 10,377 | $2.5M | 0.71% |
| 31 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 46,460 | $2.5M | 0.71% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,909 | $2.5M | 0.69% |
| 33 | ISHARES TR | 464287655 | 9,712 | $2.3M | 0.66% |
| 34 | ISHARES TR | 464287499 | 23,507 | $2.3M | 0.64% |
| 35 | MCDONALDS CORP | MCD | 6,836 | $2.1M | 0.58% |
| 36 | MASTERCARD INCORPORATED | MA | 3,602 | $2.0M | 0.57% |
| 37 | CATERPILLAR INC | CAT | 4,270 | $2.0M | 0.57% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 6,321 | $2.0M | 0.56% |
| 39 | ISHARES INC | 46434G822 | 24,797 | $2.0M | 0.56% |
| 40 | META PLATFORMS INC | META | 2,674 | $2.0M | 0.55% |
| 41 | TJX COS INC NEW | 872540109 | 12,085 | $1.7M | 0.49% |
| 42 | INVESCO QQQ TR | IVZ | 2,870 | $1.7M | 0.48% |
| 43 | JOHNSON & JOHNSON | JNJ | 8,983 | $1.7M | 0.47% |
| 44 | SELECT SECTOR SPDR TR | 81369Y886 | 17,892 | $1.6M | 0.44% |
| 45 | AMAZON COM INC | AMZN | 6,929 | $1.5M | 0.43% |
| 46 | HOME DEPOT INC | HD | 3,665 | $1.5M | 0.42% |
| 47 | STRYKER CORPORATION | SYK | 3,920 | $1.4M | 0.41% |
| 48 | RTX CORPORATION | RTX | 8,316 | $1.4M | 0.39% |
| 49 | ABBVIE INC | ABBV | 5,971 | $1.4M | 0.39% |
| 50 | ISHARES TR | 46435G268 | 18,118 | $1.3M | 0.37% |
| 51 | ISHARES TR | 464288158 | 12,248 | $1.3M | 0.37% |
| 52 | TEXAS INSTRS INC | 882508104 | 7,075 | $1.3M | 0.36% |
| 53 | ISHARES TR | 464287150 | 8,872 | $1.3M | 0.36% |
| 54 | CURIOSITYSTREAM INC | CURI | 240,028 | $1.3M | 0.36% |
| 55 | QUALCOMM INC | QCOM | 7,619 | $1.3M | 0.36% |
| 56 | LOCKHEED MARTIN CORP | LMT | 2,482 | $1.2M | 0.35% |
| 57 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,710 | $1.2M | 0.35% |
| 58 | VISA INC | V | 3,567 | $1.2M | 0.34% |
| 59 | MARRIOTT INTL INC NEW | 571903202 | 4,641 | $1.2M | 0.34% |
| 60 | COSTCO WHSL CORP NEW | 22160K105 | 1,257 | $1.2M | 0.33% |
| 61 | CISCO SYS INC | CSCO | 16,961 | $1.2M | 0.33% |
| 62 | UNITEDHEALTH GROUP INC | UNH | 3,240 | $1.1M | 0.31% |
| 63 | VANGUARD INDEX FDS | 922908744 | 5,927 | $1.1M | 0.31% |
| 64 | VANGUARD INDEX FDS | 922908629 | 3,747 | $1.1M | 0.31% |
| 65 | PROCTER AND GAMBLE CO | 742718109 | 7,085 | $1.1M | 0.31% |
| 66 | SELECT SECTOR SPDR TR | 81369Y506 | 12,055 | $1.1M | 0.30% |
| 67 | VANGUARD TAX-MANAGED FDS | 921943858 | 17,198 | $1.0M | 0.29% |
| 68 | SPDR SERIES TRUST | 78464A847 | 17,996 | $1.0M | 0.29% |
| 69 | BANK AMERICA CORP | 060505104 | 19,889 | $1.0M | 0.29% |
| 70 | VANGUARD MUN BD FDS | 922907746 | 20,123 | $1.0M | 0.28% |
| 71 | ACCENTURE PLC IRELAND | ACN | 4,079 | $1.0M | 0.28% |
| 72 | COCA COLA CO | KO | 15,066 | $999,192 | 0.28% |
| 73 | ALTRIA GROUP INC | MO | 15,112 | $998,275 | 0.28% |
| 74 | DANAHER CORPORATION | 235851102 | 4,886 | $968,728 | 0.27% |
| 75 | ISHARES U S ETF TR | 46431W838 | 18,898 | $954,560 | 0.27% |
| 76 | AMGEN INC | AMGN | 3,368 | $950,450 | 0.27% |
| 77 | MERCK & CO INC | MRK | 11,131 | $934,229 | 0.26% |
| 78 | AUTOMATIC DATA PROCESSING IN | ADP | 3,150 | $924,442 | 0.26% |
| 79 | MORGAN STANLEY | MS-PQ | 5,597 | $889,690 | 0.25% |
| 80 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,050 | $883,145 | 0.25% |
| 81 | VANGUARD INDEX FDS | 922908751 | 3,443 | $875,490 | 0.25% |
| 82 | TRAVELERS COMPANIES INC | TRV | 3,113 | $869,218 | 0.24% |
| 83 | VALERO ENERGY CORP | VLO | 5,000 | $851,300 | 0.24% |
| 84 | BALL CORP | BALL | 16,817 | $847,913 | 0.24% |
| 85 | REPUBLIC SVCS INC | 760759100 | 3,664 | $840,902 | 0.24% |
| 86 | LOWES COS INC | 548661107 | 3,345 | $840,644 | 0.24% |
| 87 | HONEYWELL INTL INC | 438516106 | 3,823 | $804,692 | 0.23% |
| 88 | ISHARES TR | 46434V621 | 11,797 | $803,140 | 0.23% |
| 89 | ABBOTT LABS | ABLZF | 5,961 | $798,349 | 0.22% |
| 90 | ANALOG DEVICES INC | ADI | 3,208 | $788,177 | 0.22% |
| 91 | SPDR SERIES TRUST | 78464A854 | 10,001 | $783,461 | 0.22% |
| 92 | CHEVRON CORP NEW | CVX | 4,973 | $772,320 | 0.22% |
| 93 | GENASYS INC | GNSS | 313,267 | $767,504 | 0.22% |
| 94 | INTERNATIONAL BUSINESS MACHS | INTR | 2,579 | $727,656 | 0.20% |
| 95 | EXXON MOBIL CORP | XOM | 6,450 | $727,232 | 0.20% |
| 96 | MCKESSON CORP | MCK | 923 | $713,054 | 0.20% |
| 97 | SCHWAB STRATEGIC TR | 808524201 | 25,801 | $679,604 | 0.19% |
| 98 | RAPID MICRO BIOSYSTEMS INC | RPID | 200,234 | $668,782 | 0.19% |
| 99 | RED VIOLET INC | RDVT | 12,775 | $667,494 | 0.19% |
| 100 | BLACKROCK ETF TRUST | BLK | 11,275 | $667,489 | 0.19% |
| 101 | SANUWAVE HEALTH INC | SNWV | 17,600 | $659,648 | 0.18% |
| 102 | DUOS TECHNOLOGIES GROUP INC | DUOT | 89,300 | $657,248 | 0.18% |
| 103 | AON PLC | AON | 1,835 | $654,324 | 0.18% |
| 104 | BLACKROCK INC | BLK | 538 | $627,378 | 0.18% |
| 105 | ENTERPRISE PRODS PARTNERS L | 293792107 | 20,000 | $625,400 | 0.18% |
| 106 | SCHWAB STRATEGIC TR | 808524607 | 22,173 | $618,638 | 0.17% |
| 107 | SCHWAB STRATEGIC TR | 808524508 | 20,756 | $615,221 | 0.17% |
| 108 | SELECT SECTOR SPDR TR | 81369Y100 | 6,833 | $612,399 | 0.17% |
| 109 | CONSTELLATION ENERGY CORP | CEG | 1,802 | $592,890 | 0.17% |
| 110 | SHELL PLC | RYDAF | 8,006 | $572,669 | 0.16% |
| 111 | SELECT SECTOR SPDR TR | 81369Y704 | 3,680 | $567,511 | 0.16% |
| 112 | ISHARES TR | 464287234 | 10,315 | $550,821 | 0.15% |
| 113 | SPDR S&P MIDCAP 400 ETF TR | MDY | 871 | $519,200 | 0.15% |
| 114 | VANGUARD INDEX FDS | 922908769 | 1,575 | $516,868 | 0.14% |
| 115 | DISNEY WALT CO | 254687106 | 4,404 | $504,285 | 0.14% |
| 116 | NORTHROP GRUMMAN CORP | NOC | 789 | $480,753 | 0.13% |
| 117 | MARSH & MCLENNAN COS INC | 571748102 | 2,365 | $476,530 | 0.13% |
| 118 | ILLINOIS TOOL WKS INC | 452308109 | 1,811 | $472,146 | 0.13% |
| 119 | WELLS FARGO CO NEW | 949746101 | 5,415 | $453,885 | 0.13% |
| 120 | PARKER-HANNIFIN CORP | PH | 584 | $442,760 | 0.12% |
| 121 | VANGUARD INTL EQUITY INDEX F | 922042858 | 8,164 | $442,337 | 0.12% |
| 122 | CHUBB LIMITED | CB | 1,547 | $436,561 | 0.12% |
| 123 | VANGUARD ADMIRAL FDS INC | 921932703 | 2,180 | $434,772 | 0.12% |
| 124 | SELECT SECTOR SPDR TR | 81369Y803 | 1,535 | $432,665 | 0.12% |
| 125 | OLD DOMINION FREIGHT LINE IN | ODFL | 3,000 | $422,340 | 0.12% |
| 126 | IREN LIMITED | IREN | 8,795 | $412,749 | 0.12% |
| 127 | ADOBE INC | ADBE | 1,152 | $406,224 | 0.11% |
| 128 | PERMA-PIPE INTL HLDGS INC | 714167103 | 16,617 | $389,336 | 0.11% |
| 129 | STARBUCKS CORP | SBUX | 4,559 | $385,659 | 0.11% |
| 130 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,349 | $376,646 | 0.11% |
| 131 | NIKE INC | NKE | 5,372 | $374,590 | 0.10% |
| 132 | T ROWE PRICE ETF INC | 87283Q404 | 8,503 | $373,783 | 0.10% |
| 133 | PRECIPIO INC | PRPO | 21,000 | $373,590 | 0.10% |
| 134 | LINDE PLC | LIN | 785 | $372,875 | 0.10% |
| 135 | VERIZON COMMUNICATIONS INC | VZ | 8,429 | $370,435 | 0.10% |
| 136 | BRANCHOUT FOOD INC | BOF | 176,700 | $362,235 | 0.10% |
| 137 | CBRE GROUP INC | CBRE | 2,291 | $360,970 | 0.10% |
| 138 | CHENIERE ENERGY INC | LNG | 1,527 | $358,814 | 0.10% |
| 139 | EATON CORP PLC | ETN | 948 | $354,789 | 0.10% |
| 140 | ISHARES TR | 464287465 | 3,756 | $350,658 | 0.10% |
| 141 | CRH PLC | CRH | 2,857 | $342,554 | 0.10% |
| 142 | PALO ALTO NETWORKS INC | PANW | 1,598 | $325,385 | 0.09% |
| 143 | VANGUARD INDEX FDS | 922908736 | 670 | $321,389 | 0.09% |
| 144 | NETFLIX INC | NFLX | 268 | $321,311 | 0.09% |
| 145 | SALESFORCE INC | CRM | 1,351 | $320,213 | 0.09% |
| 146 | ORACLE CORP | ORCL-PD | 1,137 | $319,695 | 0.09% |
| 147 | SPDR SERIES TRUST | 78464A755 | 3,408 | $317,592 | 0.09% |
| 148 | AMERICAN TOWER CORP NEW | 03027X100 | 1,597 | $307,135 | 0.09% |
| 149 | TECOGEN INC NEW | TGEN | 34,150 | $300,862 | 0.08% |
| 150 | VS TRUST | UVIX | 30,000 | $297,900 | 0.08% |
| 151 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,763 | $297,030 | 0.08% |
| 152 | PROGRESSIVE CORP | 743315103 | 1,202 | $296,834 | 0.08% |
| 153 | BLACKSTONE INC | BX | 1,725 | $294,731 | 0.08% |
| 154 | VANGUARD INDEX FDS | 922908538 | 979 | $287,620 | 0.08% |
| 155 | COLGATE PALMOLIVE CO | CL | 3,545 | $283,409 | 0.08% |
| 156 | ISHARES TR | 46434V860 | 5,338 | $270,047 | 0.08% |
| 157 | ISHARES TR | 464288257 | 1,948 | $269,292 | 0.08% |
| 158 | SELECT SECTOR SPDR TR | 81369Y860 | 6,364 | $268,115 | 0.08% |
| 159 | PEPSICO INC | PEP | 1,905 | $267,501 | 0.07% |
| 160 | MAMAS CREATIONS INC | 56146T103 | 25,242 | $265,293 | 0.07% |
| 161 | OKLO INC | OKLO | 2,349 | $262,219 | 0.07% |
| 162 | UNITED HOMES GROUP INC | UHGWW | 63,000 | $260,190 | 0.07% |
| 163 | INVESCO EXCH TRADED FD TR II | IVZ | 3,489 | $256,353 | 0.07% |
| 164 | VANGUARD SCOTTSDALE FDS | 92206C664 | 2,595 | $253,843 | 0.07% |
| 165 | GENERAL DYNAMICS CORP | GD | 728 | $248,287 | 0.07% |
| 166 | TESLA INC | TSLA | 544 | $241,928 | 0.07% |
| 167 | THERMO FISHER SCIENTIFIC INC | TMO | 494 | $239,600 | 0.07% |
| 168 | VANGUARD ADMIRAL FDS INC | 921932885 | 2,136 | $235,772 | 0.07% |
| 169 | TRANSDIGM GROUP INC | TDG | 175 | $230,654 | 0.06% |
| 170 | AT&T INC | T-PC | 8,134 | $229,718 | 0.06% |
| 171 | QUANTA SVCS INC | 74762E102 | 550 | $227,931 | 0.06% |
| 172 | ISHARES GOLD TR | IAU | 3,103 | $225,805 | 0.06% |
| 173 | ISHARES TR | 464287614 | 477 | $223,432 | 0.06% |
| 174 | BOS BETTER ONLINE SOLUTIONS | BOSC | 46,000 | $218,960 | 0.06% |
| 175 | ISHARES INC | 46434G764 | 3,240 | $218,732 | 0.06% |
| 176 | CONOCOPHILLIPS | COP | 2,242 | $212,078 | 0.06% |
| 177 | VANGUARD ADMIRAL FDS INC | 921932828 | 1,900 | $209,893 | 0.06% |
| 178 | ISHARES TR | 464288208 | 2,411 | $200,273 | 0.06% |
| 179 | EUROPEAN WAX CTR INC | 29882P106 | 46,963 | $187,382 | 0.05% |
| 180 | FOLD HLDGS INC | FLDDW | 42,700 | $164,822 | 0.05% |
| 181 | ASCENT INDUSTRIES CO | ACNT | 12,000 | $154,560 | 0.04% |
| 182 | FORD MTR CO | 345370860 | 10,045 | $120,133 | 0.03% |
| 183 | WESTWATER RES INC | WWR | 100,000 | $94,870 | 0.03% |
| 184 | ABACUS GLOBAL MGMT INC | 00258Y104 | 16,000 | $91,680 | 0.03% |
| 185 | UNITED STATES ANTIMONY CORP | UAMY | 10,707 | $66,383 | 0.02% |
| 186 | GOSSAMER BIO INC | GOSS | 20,000 | $52,600 | 0.01% |
| 187 | SENSUS HEALTHCARE INC | SRTS | 13,000 | $40,820 | 0.01% |
| 188 | SPAR GROUP INC | SGRP | 13,000 | $13,390 | 0.00% |