EVERNEST FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBM | 3K | $727.66K |
 | LMT | 2K | $1.24M |
 | MMC | 2K | $476.53K |
 | OKLO | 2K | $262.22K |
 | CBRE | 2K | $360.97K |
 | COP | 2K | $212.08K |
 | PEP | 2K | $267.50K |
 | AON | 2K | $654.32K |
 | ITW | 2K | $472.15K |
 | CEG | 2K | $592.89K |
 | ICE | 2K | $297.03K |
 | BX | 2K | $294.73K |
 | PANW | 2K | $325.38K |
 | AMT | 2K | $307.13K |
 | CB | 2K | $436.56K |
 | LNG | 2K | $358.81K |
 | CRM | 1K | $320.21K |
 | TSM | 1K | $376.65K |
 | COST | 1K | $1.16M |
 | PGR | 1K | $296.83K |
International Business Machines Corporation
IBM
Shares Held
3K
Value
$727.66K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$1.24M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
2K
Value
$476.53K
Oklo Inc.
OKLO
Shares Held
2K
Value
$262.22K
CBRE Group, Inc.
CBRE
Shares Held
2K
Value
$360.97K
ConocoPhillips
COP
Shares Held
2K
Value
$212.08K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$267.50K
Aon plc
AON
Shares Held
2K
Value
$654.32K
Illinois Tool Works Inc.
ITW
Shares Held
2K
Value
$472.15K
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$592.89K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$297.03K
Blackstone Inc.
BX
Shares Held
2K
Value
$294.73K
Palo Alto Networks, Inc.
PANW
Shares Held
2K
Value
$325.38K
American Tower Corporation
AMT
Shares Held
2K
Value
$307.13K
Chubb Limited
CB
Shares Held
2K
Value
$436.56K
Cheniere Energy, Inc.
LNG
Shares Held
2K
Value
$358.81K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$320.21K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$376.65K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$1.16M
The Progressive Corporation
PGR
Shares Held
1K
Value
$296.83K