Stock Taper

EVERNEST FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG4.69K$687.25K
Chevron CorporationCVX4.9K$812.88K
Exxon Mobil CorporationXOM4.92K$673.2K
Broadcom Inc.AVGO5.4K$2.04M
Wells Fargo & CompanyWFC5.43K$448.72K
Morgan StanleyMS5.7K$1.19M
JPMorgan Chase & Co.JPM5.71K$1.87M
Amazon.com, Inc.AMZN5.79K$1.38M
AbbVie Inc.ABBV6.01K$1.51M
Texas Instruments IncorporatedTXN6.43K$1.92M
McDonald's CorporationMCD6.67K$1.8M
QUALCOMM IncorporatedQCOM6.75K$1.25M
Shell plcSHEL8.01K$620.78K
RTX CorporationRTX8.39K$1.59M
Alphabet Inc.GOOG9.36K$3.31M
Verizon Communications Inc.VZ9.71K$411.31K
Merck & Co., Inc.MRK9.83K$1.26M
The TJX Companies, Inc.TJX9.85K$1.49M
Johnson & JohnsonJNJ10.17K$2.58M
JAKKS Pacific, Inc.JAKK10.67K$248.42K