Evernest Financial Advisors, LLC Purchases in Q3 2025

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.09%
$215.01 - $273.02 $645 - $819
3.35K $840K
CVX
Chevron Corp

Energy
257
+ 5.45%
$145.57 - $161.83 $37.4K - $41.6K
4.97K $772K
WWR
Westwater Resources, Inc.

Basic Materials
100K
New
$0.59 - $1.01 $59K - $101K
100K $96K
VO
Vanguard Mid Cap ETF

ETFs
89
+ 2.43%
$279.83 - $293.74 $24.9K - $26.1K
3.75K $1.1M
UAMY
United States Antimony Corp

Basic Materials
10.7K
New
$1.97 - $7.3 $21.1K - $78.2K
10.7K $66K
SPMD
Spdr Portfolio

ETFs
150
+ 0.84%
$54.43 - $58.29 $8.16K - $8.74K
18K $1.03M
SUB
Ishares Short Term National Mu

ETFs
468
+ 3.97%
$106.17 - $107.3 $49.7K - $50.2K
12.2K $1.31M
GOSS
Gossamer Bio, Inc.

Healthcare
20K
New
$1.21 - $3.46 $24.2K - $69.2K
20K $52K
PH
Parker Hannifin Corp

Industrials
23
+ 4.1%
$697.13 - $769.67 $16K - $17.7K
584 $442K
SCHX
Schwab Strategic Tr Us Large C

ETFs
41
+ 0.16%
$24.46 - $26.5 $1K - $1.09K
25.8K $679K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
75
+ 0.36%
$28.15 - $30.13 $2.11K - $2.26K
20.8K $615K
MA
Mastercard Inc

Financial Services
12
+ 0.33%
$550.18 - $598.96 $6.6K - $7.19K
3.6K $2.05M
LNG
Cheniere Energy, Inc.

Energy
171
+ 12.61%
$222.68 - $244.28 $38.1K - $41.8K
1.53K $358K
DHR
Danaher Corp

Healthcare
121
+ 2.54%
$181.46 - $212.2 $22K - $25.7K
4.89K $968K
AMGN
Amgen Inc

Healthcare
49
+ 1.48%
$271.18 - $309.22 $13.3K - $15.2K
3.37K $950K
XLB
Select Sector Spdr Fd Material

ETFs
81
+ 1.2%
$86.72 - $92.61 $7.02K - $7.5K
6.83K $612K
CEG
Constellation Energy Corp

Utilities
10
+ 0.56%
$298.82 - $354.89 $2.99K - $3.55K
1.8K $592K
SGRP
Spar Group, Inc.

Industrials
13K
New
$0.91 - $1.31 $11.8K - $17K
13K $13K
COP
Conocophillips

Energy
1
+ 0.04%
$91.0 - $98.99 $91 - $99
2.24K $212K
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 0.46%
$211.65 - $238.24 $6.77K - $7.62K
6.93K $1.52M
XLRE
Select Sector Spdr Tr Real Est

ETFs
28
+ 0.44%
$40.94 - $42.85 $1.15K - $1.2K
6.36K $268K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
19
+ 0.55%
$72.01 - $74.44 $1.37K - $1.41K
3.49K $256K
TXN
Texas Instruments Inc

Technology
16
+ 0.23%
N/A
7.08K $1.38M
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.28%
N/A
5.71K $1.04M
Fidelity Covington Trust
21.2K
+ 8.55%
N/A
269K $0
Capital Group Conservative E
27.6K
+ 12.7%
N/A
245K $0
CRH.L
Crh PLC

Basic Materials
169
+ 6.29%
N/A
2.86K $0
United Homes Group Inc
63K
New
N/A
63K $0
Precipio Inc
21K
New
N/A
21K $0
Blackrock Inc
2
+ 0.37%
N/A
538 $0
Capital Group International
22.6K
+ 6.93%
N/A
348K $0
Vs Trust
30K
New
N/A
30K $0
ALCC
Alt C Acquisition Corp.

Financial Services
2.35K
New
N/A
2.35K $0
Linde PLC
8
+ 1.03%
N/A
785 $0
J P Morgan Exchange Traded F
4.52K
+ 10.78%
N/A
46.5K $0
Branchout Food Inc
151K
+ 579.62%
N/A
177K $0
CSCO
Cisco Systems, Inc.

Technology
199
+ 1.19%
$66.2 - $71.79 $13.2K - $14.3K
17K $1.16M
T
At&T Inc.

Communication Services
18
+ 0.22%
$26.94 - $29.62 $485 - $533
8.13K $229K
IBM
International Business Machines Corp

Technology
75
+ 3.0%
$234.77 - $292.47 $17.6K - $21.9K
2.58K $727K
ADP
Automatic Data Processing Inc

Industrials
85
+ 2.77%
$288.69 - $310.94 $24.5K - $26.4K
3.15K $924K
KO
Coca Cola CO

Consumer Defensive
597
+ 4.13%
$65.67 - $71.67 $39.2K - $42.8K
15.1K $999K
ADBE
Adobe Inc.

Technology
18
+ 1.59%
$333.65 - $392.1 $6.01K - $7.06K
1.15K $406K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.57%
$1271.04 - $1620.83 $1.27K - $1.62K
175 $230K
DIS
Walt Disney CO

Communication Services
13
+ 0.3%
$112.25 - $124.0 $1.46K - $1.61K
4.4K $504K
RSG
Republic Services, Inc.

Industrials
66
+ 1.83%
$225.33 - $246.01 $14.9K - $16.2K
3.66K $840K
CRM
Salesforce, Inc.

Technology
3
+ 0.22%
$231.66 - $273.65 $695 - $821
1.35K $320K
MAR
Marriott International Inc

Consumer Cyclical
17
+ 0.37%
$255.35 - $282.87 $4.34K - $4.81K
4.64K $1.21M
SYK
Stryker Corp

Healthcare
46
+ 1.19%
$368.57 - $403.53 $17K - $18.6K
3.92K $1.45M
HON
Honeywell International Inc

Industrials
2
+ 0.05%
$207.7 - $240.4 $415 - $481
3.82K $804K
Activity Summary
Buys All Purchases 100 New Holdings 26 Increased Positions 74 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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