Everest Financial Group

Everest Financial Group as of March 31, 2026

Portfolio Holdings for Everest Financial Group

Everest Financial Group holds 199 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 5.1 $31M 148k 208.22
Alphabet Cap Stk Cl A (GOOGL) 4.8 $29M 101k 287.48
Microsoft Corporation (MSFT) 4.8 $29M 78k 370.17
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 4.7 $29M 250k 114.91
NVIDIA Corporation (NVDA) 4.5 $28M 158k 174.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $22M 720k 30.68
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.5 $21M 62k 337.95
Apple (AAPL) 3.5 $21M 83k 253.79
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.7 $16M 156k 103.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.5 $15M 269k 56.68
Meta Platforms Cl A (META) 2.5 $15M 26k 572.15
Broadcom (AVGO) 2.3 $14M 46k 309.57
Servicenow (NOW) 1.8 $11M 105k 104.55
Palo Alto Networks (PANW) 1.7 $11M 66k 160.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $10M 21k 479.20
Visa Com Cl A (V) 1.7 $10M 34k 302.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $9.7M 333k 29.13
Select Sector Spdr Tr State Street Fin (XLF) 1.6 $9.5M 192k 49.37
Asml Hldg Nv N Y Registry Shs (ASML) 1.5 $9.3M 7.1k 1320.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $9.2M 15k 597.52
UnitedHealth (UNH) 1.5 $9.2M 34k 270.58
Advanced Micro Devices (AMD) 1.4 $8.6M 42k 203.43
Crowdstrike Hldgs Cl A (CRWD) 1.4 $8.6M 22k 390.41
Micron Technology (MU) 1.2 $7.3M 22k 337.84
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.1 $6.9M 28k 248.84
Uber Technologies (UBER) 1.1 $6.7M 93k 71.93
salesforce (CRM) 1.1 $6.4M 35k 186.56
Ishares Gold Tr Ishares New (IAU) 1.0 $6.2M 71k 88.16
Eaton Corp SHS (ETN) 1.0 $6.1M 17k 357.67
Energy Transfer Com Ut Ltd Ptn (ET) 1.0 $6.0M 309k 19.30
Alphabet Cap Stk Cl C (GOOG) 1.0 $5.9M 20k 286.87
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.9 $5.5M 108k 50.91
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $5.1M 131k 38.86
Sprott Asset Management Physical Silver (PSLV) 0.8 $4.6M 189k 24.39
JPMorgan Chase & Co. (JPM) 0.7 $4.2M 14k 294.15
Mastercard Incorporated Cl A (MA) 0.7 $4.0M 7.9k 499.66
Vanguard World Inf Tech Etf (VGT) 0.6 $3.9M 5.6k 697.70
Delta Air Lines Com New (DAL) 0.6 $3.9M 59k 66.48
Tesla Motors (TSLA) 0.6 $3.9M 10k 371.75
Exxon Mobil Corporation (XOM) 0.6 $3.7M 22k 169.42
Fidelity Covington Trust Enhanced Intl (FENI) 0.6 $3.4M 92k 37.20
Dell Technologies CL C (DELL) 0.6 $3.4M 21k 164.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $3.4M 32k 106.01
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $3.3M 47k 70.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $3.2M 83k 38.96
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.5 $3.1M 60k 50.71
J P Morgan Exchange Traded F Income Etf (JPIE) 0.5 $2.8M 61k 46.07
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.6M 4.0k 653.13
Putnam Etf Trust Focused Lar Cap (PVAL) 0.4 $2.6M 56k 46.40
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $2.5M 29k 86.69
Select Sector Spdr Tr State Street Ind (XLI) 0.4 $2.5M 15k 161.73
Rbb Fund Trust First Eagle Gbl (FEGE) 0.4 $2.5M 53k 47.08
Ecolab (ECL) 0.4 $2.3M 8.7k 266.02
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 0.4 $2.3M 35k 65.12
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $2.2M 44k 50.37
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $2.1M 34k 61.26
Dimensional Etf Trust Us High Profitab (DUHP) 0.3 $2.0M 54k 36.76
Costco Wholesale Corporation (COST) 0.3 $2.0M 2.0k 996.42
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $1.9M 28k 68.28
Select Sector Spdr Tr State Street Con (XLP) 0.3 $1.9M 23k 81.98
Gra (GGG) 0.3 $1.8M 21k 84.65
Etf Ser Solutions Defiance Quantum (QTUM) 0.3 $1.8M 16k 107.30
Goldman Sachs (GS) 0.3 $1.7M 2.1k 845.71
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.7M 3.9k 430.29
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $1.6M 36k 45.12
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $1.5M 46k 33.77
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $1.5M 33k 45.89
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $1.5M 38k 39.43
Applied Materials (AMAT) 0.2 $1.5M 4.4k 341.80
Charles Schwab Corporation (SCHW) 0.2 $1.5M 16k 93.98
Spdr Series Trust State Street Spd (SPYG) 0.2 $1.4M 15k 97.91
Fair Isaac Corporation (FICO) 0.2 $1.4M 1.3k 1067.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.4M 4.2k 320.80
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $1.3M 24k 55.24
WESCO International (WCC) 0.2 $1.3M 4.9k 273.60
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $1.3M 41k 32.22
Merck & Co (MRK) 0.2 $1.3M 11k 120.30
Procter & Gamble Company (PG) 0.2 $1.2M 8.4k 144.43
Vanguard World Health Car Etf (VHT) 0.2 $1.2M 4.4k 272.37
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $1.2M 8.1k 146.60
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $1.2M 22k 52.64
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $1.2M 22k 52.78
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $1.2M 34k 33.86
Coca-Cola Company (KO) 0.2 $1.1M 14k 76.05
Us Bancorp Com New (USB) 0.2 $1.1M 20k 52.01
Verizon Communications (VZ) 0.2 $1.1M 21k 50.20
Morgan Stanley Com New (MS) 0.2 $1.0M 6.2k 164.56
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.0M 14k 71.13
Booking Holdings (BKNG) 0.2 $1.0M 240.00 4209.56
Target Corporation (TGT) 0.2 $1.0M 8.3k 121.20
HSBC HLDGS Spon Adr New (HSBC) 0.2 $995k 12k 82.49
Citigroup Com New (C) 0.2 $989k 8.7k 113.42
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $959k 21k 45.26
Ishares Silver Tr Ishares (SLV) 0.2 $951k 14k 68.14
First Tr Exchange-traded Intermediate Dur (FIIG) 0.2 $934k 45k 20.75
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $920k 6.9k 132.90
First Tr Exchange-traded Limited Duration (FSIG) 0.2 $919k 49k 18.94
Xcel Energy (XEL) 0.1 $861k 11k 79.44
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $801k 7.5k 107.40
Chubb (CB) 0.1 $793k 2.4k 325.94
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $765k 23k 33.97
Abbvie (ABBV) 0.1 $745k 3.4k 217.53
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $734k 15k 49.99
General Mills (GIS) 0.1 $730k 20k 37.22
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $729k 1.6k 463.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $723k 23k 30.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $720k 1.2k 577.09
Blackrock (BLK) 0.1 $703k 731.00 961.87
Sila Realty Trust Common Stock (SILA) 0.1 $700k 30k 23.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $686k 4.6k 148.09
Wells Fargo & Company (WFC) 0.1 $677k 8.5k 79.61
Albemarle Corporation (ALB) 0.1 $658k 3.7k 179.51
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $637k 6.9k 92.76
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $617k 17k 35.71
Qualcomm (QCOM) 0.1 $616k 4.8k 128.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $616k 8.0k 77.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $611k 939.00 650.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $604k 24k 24.75
Eli Lilly & Co. (LLY) 0.1 $592k 643.00 920.35
American Express Company (AXP) 0.1 $590k 2.0k 302.40
ConocoPhillips (COP) 0.1 $581k 4.4k 132.01
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $554k 2.6k 215.07
First Solar (FSLR) 0.1 $544k 2.8k 197.26
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $538k 19k 27.85
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $530k 2.9k 184.30
American Healthcare Reit Com Shs (AHR) 0.1 $530k 11k 47.16
Amgen (AMGN) 0.1 $530k 1.5k 351.84
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $528k 7.9k 66.77
Johnson & Johnson (JNJ) 0.1 $518k 2.1k 244.47
Wal-Mart Stores (WMT) 0.1 $509k 4.1k 124.27
3M Company (MMM) 0.1 $505k 3.5k 145.22
Cummins (CMI) 0.1 $505k 938.00 538.15
Fs Kkr Capital Corp (FSK) 0.1 $494k 49k 10.18
PIMCO Corporate Opportunity Fund (PTY) 0.1 $479k 40k 12.03
International Business Machines (IBM) 0.1 $478k 2.0k 242.41
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $474k 9.9k 47.88
Marvell Technology (MRVL) 0.1 $471k 4.8k 99.05
Oneok (OKE) 0.1 $466k 5.2k 90.39
Blackstone Group Inc Com Cl A (BX) 0.1 $463k 4.0k 114.99
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $460k 9.5k 48.46
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $458k 3.7k 124.31
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.1 $425k 19k 22.95
General Motors Company (GM) 0.1 $410k 5.5k 74.50
Cisco Systems (CSCO) 0.1 $409k 5.3k 77.57
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $402k 8.1k 49.50
Thermo Fisher Scientific (TMO) 0.1 $401k 815.00 491.56
Spdr Series Trust State Street Spd (SPYV) 0.1 $369k 6.5k 56.58
Adobe Systems Incorporated (ADBE) 0.1 $368k 1.5k 243.08
Capital Group International SHS (CGIC) 0.1 $365k 11k 33.11
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $341k 5.5k 62.45
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $337k 12k 28.71
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.1 $329k 7.1k 46.61
Gilead Sciences (GILD) 0.1 $320k 2.3k 139.35
Agnc Invt Corp Com reit (AGNC) 0.1 $313k 31k 10.03
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $309k 8.7k 35.53
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $308k 7.6k 40.57
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $304k 17k 17.75
Enterprise Products Partners (EPD) 0.0 $298k 7.9k 37.84
Ishares Tr Investment Grade (IGEB) 0.0 $296k 6.6k 45.06
Celestica (CLS) 0.0 $296k 1.1k 281.68
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $289k 8.3k 35.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $282k 9.7k 29.08
Abbott Laboratories (ABT) 0.0 $282k 2.7k 102.68
Chevron Corporation (CVX) 0.0 $280k 1.4k 206.80
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $279k 12k 22.70
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $273k 5.4k 50.61
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $272k 1.2k 234.03
Snowflake Com Shs (SNOW) 0.0 $269k 1.8k 150.82
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $269k 5.6k 47.82
Rio Tinto Sponsored Adr (RIO) 0.0 $267k 2.9k 93.29
Ssr Mining (SSRM) 0.0 $264k 9.0k 29.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $262k 10k 25.10
Netflix (NFLX) 0.0 $260k 2.7k 96.15
Walt Disney Company (DIS) 0.0 $256k 2.7k 96.37
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $255k 1.8k 145.02
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $255k 3.4k 75.09
Angel Oak Funds Trust Income Etf (CARY) 0.0 $255k 12k 20.77
Vici Pptys (VICI) 0.0 $251k 9.2k 27.32
Celsius Hldgs Com New (CELH) 0.0 $250k 7.1k 35.48
Workiva Com Cl A (WK) 0.0 $249k 4.2k 59.63
BP Sponsored Adr (BP) 0.0 $247k 5.3k 47.00
Ishares Tr High Yld Systm B (HYDB) 0.0 $245k 5.3k 46.52
Palantir Technologies Cl A (PLTR) 0.0 $244k 1.7k 146.28
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.0 $239k 3.2k 75.66
Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $239k 4.4k 53.99
Tidal Trust Ii Defiance Ai & Pw (AIPO) 0.0 $231k 9.3k 24.96
Pgim Etf Tr Total Return Bon (PTRB) 0.0 $226k 5.5k 41.51
GSK Sponsored Adr (GSK) 0.0 $225k 4.1k 55.19
Novo-nordisk A S Adr (NVO) 0.0 $225k 6.1k 36.75
Pacer Fds Tr Data & Digi Revo (TRFK) 0.0 $217k 3.5k 62.24
McDonald's Corporation (MCD) 0.0 $216k 696.00 310.60
Spdr Series Trust State Street Spd (SLYV) 0.0 $216k 2.3k 94.57
Neos Etf Trust Nasdaq 100 High (QQQI) 0.0 $214k 4.3k 49.69
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $213k 4.7k 45.62
Caterpillar (CAT) 0.0 $209k 295.00 707.31
Thomson Reuters Corp. (TRI) 0.0 $204k 2.3k 89.98
SYSCO Corporation (SYY) 0.0 $201k 2.8k 71.32
At&t (T) 0.0 $201k 6.9k 28.99
Owl Rock Capital Corporation (OBDC) 0.0 $122k 11k 11.06