Everest Financial Group LLC
210 holdingsFiling period: 2026-06-30Current AUM: $772.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 102.4K | $36.6M | $32.4M | 4.20% | +965 | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 147.7K | $35.2M | $36.8M | 4.76% | -119 | 2026-06-30 |
| 3 | RWL | Invesco Exch Traded FD TR II | 252.0K | $32.2M | $33.9M | 4.40% | +2.2K | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 158.4K | $31.7M | $34.2M | 4.43% | +512 | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac | 62.7K | $29.9M | $26.6M | 3.44% | +321 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 78.4K | $29.3M | $41.8M | 5.41% | +159 | 2026-06-30 |
| 7 | MU | Micron Technology Inc | 22.1K | $25.5M | $20.0M | 2.59% | +603 | 2026-06-30 |
| 8 | AMD | Advanced Micro Devices Inc | 41.5K | $24.1M | $22.1M | 2.86% | -828 | 2026-06-30 |
| 9 | PANW | Palo Alto Networks Inc | 68.8K | $23.5M | $26.9M | 3.48% | +3.3K | 2026-06-30 |
| 10 | AAPL | Apple Inc | 78.5K | $22.7M | $27.0M | 3.50% | -4,426 | 2026-06-30 |
| 11 | SCHD | Schwab Strategic TR | 637.0K | $20.2M | $22.5M | 2.91% | -83,195 | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 49.7K | $18.8M | $16.4M | 2.12% | +3.9K | 2026-06-30 |
| 13 | CRWD | Crowdstrike Hldgs Inc | 22.2K | $16.9M | $23.2M | 3.01% | +134 | 2026-06-30 |
| 14 | META | Meta Platforms Inc | 27.6K | $15.5M | $17.4M | 2.25% | +1.1K | 2026-06-30 |
| 15 | JEPI | J P Morgan Exchange Traded F | 274.0K | $15.5M | $15.6M | 2.03% | +5.5K | 2026-06-30 |
| 16 | XMHQ | Invesco Exchange Traded FD T | 131.7K | $14.9M | $15.4M | 1.99% | -24,468 | 2026-06-30 |
| 17 | — | Asml Hldg NV | 6.9K | $13.7M | $13.7M | 1.78% | -162 | 2026-06-30 |
| 18 | UNH | Unitedhealth Group Inc | 32.7K | $13.6M | $13.4M | 1.74% | -1,283 | 2026-06-30 |
| 19 | V | Visa Inc | 33.4K | $11.4M | $13.5M | 1.75% | -477 | 2026-06-30 |
| 20 | SCHG | Schwab Strategic TR | 325.2K | $11.0M | $11.4M | 1.48% | -7,299 | 2026-06-30 |
| 21 | BRK-B | Berkshire Hathaway Inc Del | 21.4K | $10.7M | $10.7M | 1.39% | +3 | 2026-06-30 |
| 22 | VOO | Vanguard Index Fds | 15.5K | $10.7M | $10.9M | 1.42% | +105 | 2026-06-30 |
| 23 | XLF | Select Sector Spdr TR | 188.0K | $10.1M | $10.5M | 1.36% | -3,698 | 2026-06-30 |
| 24 | NOW | Servicenow Inc | 97.1K | $9.6M | $15.4M | 1.99% | -7,652 | 2026-06-30 |
| 25 | DELL | Dell Technologies Inc | 21.8K | $9.4M | $10.2M | 1.32% | +1.0K | 2026-06-30 |
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