The Analysis of Everest Management Corp.'s Holdings
Currently, Everest Management Corp. holds 67 types of securities in its portfolio with a total value $156.9M. In the most recent quarter, they have increased their positions in GBIL (+15.2K shares, valued at $1.5M), DIHP (+20.1K shares, valued at $612.0K), PAAA (+10.1K shares, valued at $517.6K); decreased their positions in GOOGL (-5.6K shares, valued at $1.4M), MUB (-3.2K shares, valued at $344.0K), GOOG (-1.3K shares, valued at $304.4K); initiated new positions in JNJ (+1.4K shares, valued at $253.7K), SCHF (+10.6K shares, valued at $245.6K), VXF (+1.1K shares, valued at $222.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST756.7K shares0.86%2025-09-302025-11-06
GOOGL ALPHABET INC43.5K shares-11.48%2025-09-302025-11-06 GOOG ALPHABET INC42.3K shares-2.87%2025-09-302025-11-06 VOO VANGUARD INDEX FDS10.6K shares0.86%2025-09-302025-11-06 AVGO BROADCOM INC14.1K shares-0.39%2025-09-302025-11-06 AAPL APPLE INC17.3K shares2.77%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST114.0K shares0.00%2025-09-302025-11-06 MSFT MICROSOFT CORP8.5K shares1.70%2025-09-302025-11-06 IXUS ISHARES TR51.7K shares0.00%2025-09-302025-11-06 GBIL GOLDMAN SACHS ETF TR36.7K shares70.46%2025-09-302025-11-06 NVDA NVIDIA CORPORATION19.6K shares2.90%2025-09-302025-11-06 VXUS VANGUARD STAR FDS48.5K shares16.48%2025-09-302025-11-06 VTI VANGUARD INDEX FDS8.9K shares4.66%2025-09-302025-11-06 GSLC GOLDMAN SACHS ETF TR21.2K shares0.00%2025-09-302025-11-06 RSP INVESCO EXCHANGE TRADED FD T12.1K shares0.03%2025-09-302025-11-06 VTV VANGUARD INDEX FDS11.8K shares0.07%2025-09-302025-11-06 V VISA INC5.0K shares-0.04%2025-09-302025-11-06 AMZN AMAZON COM INC7.3K shares2.72%2025-09-302025-11-06 ORCL ORACLE CORP5.3K shares0.86%2025-09-302025-11-06 SCHX SCHWAB STRATEGIC TR54.5K shares0.00%2025-09-302025-11-06 SPMC SOUND POINT MERIDIAN CAP INC75.6K shares3.70%2025-09-302025-11-06 DIHP DIMENSIONAL ETF TRUST42.9K shares88.59%2025-09-302025-11-06 PULS PGIM ETF TR24.7K shares-6.23%2025-09-302025-11-06 IJS ISHARES TR10.3K shares0.00%2025-09-302025-11-06 INTU INTUIT1.6K shares-0.12%2025-09-302025-11-06 PAAA PGIM ETF TR21.7K shares86.47%2025-09-302025-11-06 JQUA J P MORGAN EXCHANGE TRADED F17.4K shares0.03%2025-09-302025-11-06 DUHP DIMENSIONAL ETF TRUST27.8K shares17.83%2025-09-302025-11-06 META META PLATFORMS INC1.3K shares2.14%2025-09-302025-11-06 GSST GOLDMAN SACHS ETF TR16.9K shares16.85%2025-09-302025-11-06 TSLA TESLA INC1.9K shares2.40%2025-09-302025-11-06 CRM SALESFORCE INC3.4K shares-1.09%2025-09-302025-11-06 VUG VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-06 DGS WISDOMTREE TR11.6K shares21.11%2025-09-302025-11-06 MUB ISHARES TR6.0K shares-34.94%2025-09-302025-11-06 ANET ARISTA NETWORKS INC3.8K shares0.59%2025-09-302025-11-06 BNDX VANGUARD CHARLOTTE FDS10.9K shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.1.7K shares2.99%2025-09-302025-11-06 IWF ISHARES TR1.1K shares0.00%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares3.83%2025-09-302025-11-06 IWB ISHARES TR1.3K shares0.00%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR571 shares0.18%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS6.2K shares45.58%2025-09-302025-11-06 NFLX NETFLIX INC303 shares1.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW386 shares-3.26%2025-09-302025-11-06 LLY ELI LILLY & CO426 shares-0.93%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC2.0K shares2.16%2025-09-302025-11-06 VGT VANGUARD WORLD FD422 shares9.61%2025-09-302025-11-06 MA MASTERCARD INCORPORATED533 shares2.11%2025-09-302025-11-06 IEMG ISHARES INC4.5K shares24.39%2025-09-302025-11-06 IVW ISHARES TR2.4K shares0.00%2025-09-302025-11-06 IVV ISHARES TR420 shares0.00%2025-09-302025-11-06 EWX SPDR INDEX SHS FDS4.1K shares0.00%2025-09-302025-11-06 WMT WALMART INC2.6K shares3.06%2025-09-302025-11-06 DFAX DIMENSIONAL ETF TRUST8.6K shares0.00%2025-09-302025-11-06 ABBV ABBVIE INC1.1K shares1.88%2025-09-302025-11-06 XOM EXXON MOBIL CORP2.3K shares2.23%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON1.4K sharesnew addition2025-09-302025-11-06 HD HOME DEPOT INC615 shares5.31%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR10.6K sharesnew addition2025-09-302025-11-06 VV VANGUARD INDEX FDS762 shares0.00%2025-09-302025-11-06 SNPS SYNOPSYS INC466 shares-1.89%2025-09-302025-11-06 VXF VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-06 BAC BANK AMERICA CORP4.2K sharesnew addition2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC598 sharesnew addition2025-09-302025-11-06 GE GE AEROSPACE681 sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available