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The Analysis of Everest Financial Group LLC's Holdings & P&L

Currently, Everest Financial Group LLC holds 199 types of securities in its portfolio with a total value $607.3M. In the most recent quarter, they have increased their positions in N/A (+15.4K shares, valued at $9.2M), N/A (+17.0K shares, valued at $6.1M), FLOT (+108.1K shares, valued at $5.5M); decreased their positions in SCHD (-140.1K shares, valued at $4.3M), XMHQ (-5.6K shares, valued at $576.2K), COP (-1.8K shares, valued at $234.3K); initiated new positions in N/A (+15.4K shares, valued at $9.2M), N/A (+17.0K shares, valued at $6.1M), FLOT (+108.1K shares, valued at $5.5M).

1M P&L

-9.7M-1.52%

3M P&L

+38.3M+6.51%

HY P&L

+10.3M+1.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A217.1M

41.8%

2Semiconductors65.1M

12.5%

3Software - Infrastructure48.3M

9.3%

Top Industries by Stock Count

1N/A97 stocks

53.3%

2Software - Application7 stocks

3.8%

3Drug Manufacturers - General6 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC147.8K shares13.98%2026-03-312026-05-15

ALPHABET INC ALPHABET INC101.4K shares1.39%2026-03-312026-05-15

MSFT MICROSOFT CORP78.3K shares12.32%2026-03-312026-05-15

RWL INVESCO EXCH TRADED FD TR II249.8K shares4.55%2026-03-312026-05-15

NVDA NVIDIA CORPORATION157.9K shares13.84%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR720.2K shares-16.28%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC62.3K shares8.87%2026-03-312026-05-15

AAPL APPLE INC82.9K shares21.07%2026-03-312026-05-15

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T156.2K shares-3.45%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F268.5K shares19.45%2026-03-312026-05-15

META META PLATFORMS INC26.4K shares23.30%2026-03-312026-05-15

BROADCOM INC BROADCOM INC45.8K shares30.80%2026-03-312026-05-15

NOW SERVICENOW INC104.8K shares18.67%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC65.5K shares18.53%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.4K shares43.81%2026-03-312026-05-15

V VISA INC33.8K shares24.81%2026-03-312026-05-15

Sponsored

SCHG SCHWAB STRATEGIC TR332.5K shares33.07%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR191.7K shares23.69%2026-03-312026-05-15

ASML ASML HLDG NV7.1K shares14.93%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS15.4K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC34.0K shares17.58%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC42.4K shares4.55%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC22.1K shares3.87%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC21.5K shares2.27%2026-03-312026-05-15

Sponsored

IWY ISHARES TR27.6K shares4.51%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC92.8K shares27.76%2026-03-312026-05-15

CRM SALESFORCE INC34.5K shares3.86%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR70.7K shares0.18%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC17.0K sharesnew addition2026-03-312026-05-15

ET ENERGY TRANSFER L P308.7K shares-0.72%2026-03-312026-05-15

ALPHABET INC ALPHABET INC20.4K shares346.89%2026-03-312026-05-15

FLOT ISHARES TR108.1K sharesnew addition2026-03-312026-05-15

Sponsored

DFAC DIMENSIONAL ETF TRUST131.0K sharesnew addition2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP189.0K sharesnew addition2026-03-312026-05-15

JPM JPMORGAN CHASE & CO14.2K shares57.12%2026-03-312026-05-15

MA MASTERCARD INCORPORATED7.9K shares69.14%2026-03-312026-05-15

VGT VANGUARD WORLD FD5.6K sharesnew addition2026-03-312026-05-15

DAL DELTA AIR LINES INC58.9K shares-2.13%2026-03-312026-05-15

TSLA TESLA INC10.4K shares16.34%2026-03-312026-05-15

XOM EXXON MOBIL CORP21.9K shares80.51%2026-03-312026-05-15

Sponsored

FENI FIDELITY COVINGTON TRUST92.3K sharesnew addition2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC20.8K shares500.20%2026-03-312026-05-15

NOBL PROSHARES TR32.0K sharesnew addition2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST47.0K sharesnew addition2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST83.1K sharesnew addition2026-03-312026-05-15

DUSB DIMENSIONAL ETF TRUST60.4K sharesnew addition2026-03-312026-05-15

JPIE J P MORGAN EXCHANGE TRADED F61.3K shares54.10%2026-03-312026-05-15

IVV ISHARES TR4.0K sharesnew addition2026-03-312026-05-15

Sponsored

PVAL PUTNAM ETF TRUST56.0K shares788.28%2026-03-312026-05-15

TLT ISHARES TR28.9K sharesnew addition2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR15.4K sharesnew addition2026-03-312026-05-15

FEGE RBB FUND TRUST52.5K sharesnew addition2026-03-312026-05-15

ECL ECOLAB INC8.7K shares5.38%2026-03-312026-05-15

XMVM INVESCO EXCHANGE TRADED FD T35.3K shares5.81%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR43.6K sharesnew addition2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR33.6K sharesnew addition2026-03-312026-05-15

Sponsored

DUHP DIMENSIONAL ETF TRUST54.4K sharesnew addition2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION2.0K shares283.63%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD27.8K sharesnew addition2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR22.6K sharesnew addition2026-03-312026-05-15

GGG GRACO INC21.2K shares1.70%2026-03-312026-05-15

QTUM ETF SER SOLUTIONS16.3K sharesnew addition2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC2.1K shares19.46%2026-03-312026-05-15

GLD SPDR GOLD TR3.9K shares194.88%2026-03-312026-05-15

Sponsored

DFAU DIMENSIONAL ETF TRUST36.1K sharesnew addition2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI45.7K shares140.35%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR33.2K sharesnew addition2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD38.1K sharesnew addition2026-03-312026-05-15

AMAT APPLIED MATLS INC4.4K sharesnew addition2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP15.5K shares-0.12%2026-03-312026-05-15

SPYG SPDR SERIES TRUST14.5K shares0.25%2026-03-312026-05-15

FICO FAIR ISAAC CORP1.3K sharesnew addition2026-03-312026-05-15

Sponsored

VTI VANGUARD INDEX FDS4.2K sharesnew addition2026-03-312026-05-15

FDVV FIDELITY COVINGTON TRUST24.3K shares7.38%2026-03-312026-05-15

WCC WESCO INTL INC4.9K sharesnew addition2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST40.9K sharesnew addition2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC10.5K sharesnew addition2026-03-312026-05-15

PG PROCTER & GAMBLE CO8.4K sharesnew addition2026-03-312026-05-15

VHT VANGUARD WORLD FD4.4K shares-1.75%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR8.1K shares109.18%2026-03-312026-05-15

Sponsored

ALPS ETF TR ALPS ETF TR22.3K sharesnew addition2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST22.0K sharesnew addition2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST34.0K sharesnew addition2026-03-312026-05-15

KO COCA COLA CO14.2K sharesnew addition2026-03-312026-05-15

USB US BANCORP20.4K shares21.89%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC21.0K sharesnew addition2026-03-312026-05-15

MS MORGAN STANLEY6.2K shares2.72%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST14.4K sharesnew addition2026-03-312026-05-15

Sponsored

BKNG BOOKING HOLDINGS INC240 sharesnew addition2026-03-312026-05-15

TGT TARGET CORP8.3K sharesnew addition2026-03-312026-05-15

HSBC HSBC HLDGS PLC12.1K shares0.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC8.7K shares36.68%2026-03-312026-05-15

RSPT INVESCO EXCHANGE TRADED FD T21.2K sharesnew addition2026-03-312026-05-15

SLV ISHARES SILVER TR14.0K shares100.91%2026-03-312026-05-15

FIIG FIRST TR EXCHANGE-TRADED FD45.0K sharesnew addition2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR6.9K shares200.65%2026-03-312026-05-15

Sponsored

FSIG FIRST TR EXCHANGE-TRADED FD48.5K sharesnew addition2026-03-312026-05-15

XEL XCEL ENERGY INC10.8K shares100.61%2026-03-312026-05-15

RPV INVESCO EXCHANGE TRADED FD T7.5K sharesnew addition2026-03-312026-05-15

CB CHUBB LTD SWITZ2.4K sharesnew addition2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST22.5K sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC3.4K shares119.47%2026-03-312026-05-15

JMUB J P MORGAN EXCHANGE TRADED F14.7K shares0.89%2026-03-312026-05-15

GIS GENERAL MILLS INC19.6K sharesnew addition2026-03-312026-05-15

Sponsored

DIA STATE STR SPDR DOW JONES IND1.6K sharesnew addition2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR23.4K shares43.47%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR1.2K sharesnew addition2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC731 shares2.38%2026-03-312026-05-15

SILA SILA REALTY TRUST INC29.5K sharesnew addition2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS4.6K sharesnew addition2026-03-312026-05-15

WFC WELLS FARGO & CO8.5K shares139.89%2026-03-312026-05-15

ALB ALBEMARLE CORP3.7K sharesnew addition2026-03-312026-05-15

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD6.9K sharesnew addition2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST17.3K sharesnew addition2026-03-312026-05-15

QCOM QUALCOMM INC4.8K shares-0.35%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS8.0K shares64.47%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T939 shares86.31%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR24.4K sharesnew addition2026-03-312026-05-15

LLY ELI LILLY & CO643 sharesnew addition2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.9K shares5.46%2026-03-312026-05-15

Sponsored

COP CONOCOPHILLIPS4.4K shares-28.73%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS2.6K sharesnew addition2026-03-312026-05-15

FSLR FIRST SOLAR INC2.8K sharesnew addition2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR19.3K sharesnew addition2026-03-312026-05-15

VOE VANGUARD INDEX FDS2.9K shares76.44%2026-03-312026-05-15

AHR AMERICAN HEALTHCARE REIT INC11.2K sharesnew addition2026-03-312026-05-15

AMGN AMGEN INC1.5K sharesnew addition2026-03-312026-05-15

JMEE J P MORGAN EXCHANGE TRADED F7.9K shares-28.63%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON2.1K shares71.08%2026-03-312026-05-15

WMT WALMART INC4.1K shares74.57%2026-03-312026-05-15

MMM 3M CO3.5K sharesnew addition2026-03-312026-05-15

CMI CUMMINS INC938 shares3.08%2026-03-312026-05-15

FSK FS KKR CAP CORP48.5K sharesnew addition2026-03-312026-05-15

PTY PIMCO CORPORATE & INCOME OPP39.8K sharesnew addition2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS2.0K sharesnew addition2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST9.9K sharesnew addition2026-03-312026-05-15

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.8K sharesnew addition2026-03-312026-05-15

OKE ONEOK INC NEW5.2K sharesnew addition2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC4.0K shares49.50%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST9.5K sharesnew addition2026-03-312026-05-15

IJR ISHARES TR3.7K shares11.37%2026-03-312026-05-15

FTHI FIRST TR EXCHANGE TRADED FD18.5K sharesnew addition2026-03-312026-05-15

GM GENERAL MTRS CO5.5K shares-11.53%2026-03-312026-05-15

CSCO CISCO SYS INC5.3K sharesnew addition2026-03-312026-05-15

Sponsored

PULS PGIM ETF TR8.1K shares69.37%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC815 shares-22.60%2026-03-312026-05-15

SPYV SPDR SERIES TRUST6.5K sharesnew addition2026-03-312026-05-15

ADBE ADOBE INC1.5K shares-1.69%2026-03-312026-05-15

CGIC CAPITAL GROUP INTERNATIONAL11.0K sharesnew addition2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST5.5K sharesnew addition2026-03-312026-05-15

FTGC FIRST TR EXCHANGE TRAD FD VI11.7K sharesnew addition2026-03-312026-05-15

JBBB JANUS DETROIT STR TR7.1K sharesnew addition2026-03-312026-05-15

Sponsored

GILD GILEAD SCIENCES INC2.3K shares0.44%2026-03-312026-05-15

AGNC AGNC INVT CORP31.2K sharesnew addition2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST8.7K sharesnew addition2026-03-312026-05-15

HYLS FIRST TR EXCHANGE-TRADED FD7.6K sharesnew addition2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III17.1K sharesnew addition2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L7.9K shares3.56%2026-03-312026-05-15

IGEB ISHARES TR6.6K sharesnew addition2026-03-312026-05-15

CELESTICA INC CELESTICA INC1.1K sharesnew addition2026-03-312026-05-15

Sponsored

DFSV DIMENSIONAL ETF TRUST8.3K sharesnew addition2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR9.7K sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABORATORIES2.7K shares55.08%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.4K sharesnew addition2026-03-312026-05-15

BTT BLACKROCK MUN TARGET TERM TR12.3K sharesnew addition2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F5.4K shares-1.06%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD1.2K sharesnew addition2026-03-312026-05-15

SNOW SNOWFLAKE INC1.8K shares47.40%2026-03-312026-05-15

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F5.6K sharesnew addition2026-03-312026-05-15

RIO RIO TINTO PLC2.9K sharesnew addition2026-03-312026-05-15

SSRM SSR MINING IN9.0K sharesnew addition2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR10.4K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.2.7K sharesnew addition2026-03-312026-05-15

DIS DISNEY WALT CO2.7K shares45.03%2026-03-312026-05-15

XMMO INVESCO EXCHANGE TRADED FD T1.8K sharesnew addition2026-03-312026-05-15

HACK AMPLIFY ETF TR3.4K sharesnew addition2026-03-312026-05-15

Sponsored

CARY ANGEL OAK FUNDS TRUST12.3K sharesnew addition2026-03-312026-05-15

VICI VICI PPTYS INC9.2K sharesnew addition2026-03-312026-05-15

CELH CELSIUS HLDGS INC7.1K shares0.00%2026-03-312026-05-15

WK WORKIVA INC4.2K shares0.00%2026-03-312026-05-15

BP BP PLC5.3K sharesnew addition2026-03-312026-05-15

HYDB ISHARES TR5.3K shares-1.61%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.7K sharesnew addition2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD3.2K sharesnew addition2026-03-312026-05-15

Sponsored

DFGP DIMENSIONAL ETF TRUST4.4K sharesnew addition2026-03-312026-05-15

AIPO TIDAL TRUST II9.3K sharesnew addition2026-03-312026-05-15

PTRB PGIM ETF TR5.5K sharesnew addition2026-03-312026-05-15

GSK PLC GSK PLC4.1K sharesnew addition2026-03-312026-05-15

NVO NOVO-NORDISK A S6.1K sharesnew addition2026-03-312026-05-15

TRFK PACER FDS TR3.5K sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP696 sharesnew addition2026-03-312026-05-15

SLYV SPDR SERIES TRUST2.3K sharesnew addition2026-03-312026-05-15

Sponsored

QQQI NEOS ETF TRUST4.3K sharesnew addition2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR4.7K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC295 sharesnew addition2026-03-312026-05-15

THOMSON REUTERS CORP THOMSON REUTERS CORP2.3K sharesnew addition2026-03-312026-05-15

SYY SYSCO CORP2.8K sharesnew addition2026-03-312026-05-15

T AT&T INC6.9K sharesnew addition2026-03-312026-05-15

OBDC BLUE OWL CAPITAL CORPORATION11.0K sharesnew addition2026-03-312026-05-15

AMZN

AMAZON COM INC

13.98%

Shares147.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1.39%

Shares101.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

12.32%

Shares78.3K

Event2026-03-31

Filed2026-05-15

RWL

INVESCO EXCH TRADED FD TR II

4.55%

Shares249.8K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

13.84%

Shares157.9K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-16.28%

Shares720.2K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

8.87%

Shares62.3K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

21.07%

Shares82.9K

Event2026-03-31

Filed2026-05-15

XMHQ

INVESCO EXCHANGE TRADED FD T

-3.45%

Shares156.2K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

19.45%

Shares268.5K

Event2026-03-31

Filed2026-05-15