CIK 2009530
Evernest Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
185
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 185
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | 32K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 4K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| ITOT | ISHARES TR | 9K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 6K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| MRK | MERCK & CO INC | 11K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| AMZN | AMAZON COM INC | 6K | $1M+ | SH |
| RDVT | RED VIOLET INC | 28K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 18K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 20K | $1M+ | SH |
| KO | COCA COLA CO | 15K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| MEAR | ISHARES U S ETF TR | 22K | $1M+ | SH |
| BALL | BALL CORP | 16K | $1M+ | SH |
| QCOM | QUALCOMM INC | 8K | $1M+ | SH |
| MS | MORGAN STANLEY | 6K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 5K | $1M+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 15K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 4K | $500K+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 12K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 3K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| DGRO | ISHARES TR | 12K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 13K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| CURI | CURIOSITYSTREAM INC | 255K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| MCK | MCKESSON CORP | 859 | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 10K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 15K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| RSG | REPUBLIC SVCS INC | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| CPSH | CPS TECHNOLOGIES CORP | 145K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 20K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 7K | $500K+ | SH |