Everest Financial Group LLC
200 holdingsFiling period: 2026-03-31Current AUM: $733.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 147.8K | $30.8M | $40.1M | 5.47% | +18.1K | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 101.4K | $29.2M | $36.1M | 4.92% | +1.4K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 78.3K | $29.0M | $36.4M | 4.96% | +8.6K | 2026-03-31 |
| 4 | RWL | INVESCO EXCH TRADED FD TR II | 249.8K | $28.7M | $32.9M | 4.48% | +10.9K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 157.9K | $27.5M | $31.7M | 4.32% | +19.2K | 2026-03-31 |
| 6 | SCHD | SCHWAB STRATEGIC TR | 720.2K | $22.1M | $24.1M | 3.28% | -140,073 | 2026-03-31 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 62.3K | $21.1M | $25.2M | 3.43% | +5.1K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 82.9K | $21.0M | $25.6M | 3.49% | +14.4K | 2026-03-31 |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | 156.2K | $16.1M | $17.9M | 2.45% | -5,574 | 2026-03-31 |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 268.5K | $15.2M | $15.4M | 2.10% | +43.7K | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 26.4K | $15.1M | $14.7M | 2.01% | +5.0K | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 45.8K | $14.2M | $17.8M | 2.43% | +10.8K | 2026-03-31 |
| 13 | NOW | SERVICENOW INC | 104.8K | $11.0M | $11.7M | 1.59% | +16.5K | 2026-03-31 |
| 14 | PANW | PALO ALTO NETWORKS INC | 65.5K | $10.5M | $21.7M | 2.96% | +10.2K | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.4K | $10.3M | $10.3M | 1.40% | +6.5K | 2026-03-31 |
| 16 | V | VISA INC | 33.8K | $10.2M | $12.4M | 1.69% | +6.7K | 2026-03-31 |
| 17 | SCHG | SCHWAB STRATEGIC TR | 332.5K | $9.7M | $11.4M | 1.55% | +82.6K | 2026-03-31 |
| 18 | XLF | SELECT SECTOR SPDR TR | 191.7K | $9.5M | $10.9M | 1.49% | +36.7K | 2026-03-31 |
| 19 | — | ASML HLDG NV | 7.1K | $9.3M | $9.3M | 1.27% | +917 | 2026-03-31 |
| 20 | VOO | VANGUARD INDEX FDS | 15.4K | $9.2M | $10.6M | 1.44% | -- | 2026-03-31 |
| 21 | UNH | UNITEDHEALTH GROUP INC | 34.0K | $9.2M | $14.1M | 1.92% | +5.1K | 2026-03-31 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | 42.4K | $8.6M | $20.2M | 2.75% | +1.8K | 2026-03-31 |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | 22.1K | $8.6M | $16.8M | 2.29% | +821 | 2026-03-31 |
| 24 | MU | MICRON TECHNOLOGY INC | 21.5K | $7.3M | $17.7M | 2.41% | +478 | 2026-03-31 |
| 25 | IWY | ISHARES TR | 27.6K | $6.9M | $7.6M | 1.04% | +1.2K | 2026-03-31 |
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