Everest Financial Group

Everest Financial Group as of June 30, 2026

Portfolio Holdings for Everest Financial Group

Everest Financial Group holds 208 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 5.0 $37M 102k 357.37
Amazon (AMZN) 4.8 $35M 148k 238.34
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 4.4 $32M 252k 127.76
NVIDIA Corporation (NVDA) 4.3 $32M 158k 200.09
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 4.1 $30M 63k 477.57
Microsoft Corporation (MSFT) 4.0 $29M 78k 373.02
Micron Technology (MU) 3.5 $26M 22k 1154.31
Advanced Micro Devices (AMD) 3.3 $24M 42k 580.91
Palo Alto Networks (PANW) 3.2 $24M 69k 341.02
Apple (AAPL) 3.1 $23M 79k 289.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $20M 637k 31.71
Broadcom (AVGO) 2.5 $19M 50k 377.75
Crowdstrike Hldgs Cl A (CRWD) 2.3 $17M 22k 763.14
Meta Platforms Cl A (META) 2.1 $16M 28k 563.31
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.1 $16M 274k 56.48
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.0 $15M 132k 112.88
Asml Hldg Nv N Y Registry Shs (ASML) 1.9 $14M 6.9k 1989.44
UnitedHealth (UNH) 1.8 $14M 33k 415.64
Visa Com Cl A (V) 1.6 $11M 33k 343.10
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $11M 325k 33.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $11M 21k 500.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $11M 16k 686.79
Select Sector Spdr Tr St Str Finl Etf (XLF) 1.4 $10M 188k 53.61
Servicenow (NOW) 1.3 $9.6M 97k 99.28
Dell Technologies CL C (DELL) 1.3 $9.4M 22k 431.46
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.1 $8.0M 28k 290.62
Eaton Corp SHS (ETN) 1.0 $7.3M 17k 426.12
Alphabet Cap Stk Cl C (GOOG) 1.0 $7.1M 20k 353.33
Uber Technologies (UBER) 0.9 $6.7M 93k 72.16
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.8 $5.9M 134k 44.36
Energy Transfer Com Ut Ltd Ptn (ET) 0.8 $5.8M 305k 19.12
Rbb Fund Trust First Eagle Gbl (FEGE) 0.7 $5.5M 112k 48.92
Delta Air Lines Com New (DAL) 0.7 $5.4M 58k 93.66
Vanguard World Inf Tech Etf (VGT) 0.7 $5.4M 45k 119.52
Ishares Gold Tr Ishares New (IAU) 0.7 $5.3M 71k 75.51
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $5.1M 100k 51.05
JPMorgan Chase & Co. (JPM) 0.6 $4.6M 14k 327.32
Tesla Motors (TSLA) 0.6 $4.4M 10k 420.60
Mastercard Incorporated Cl A (MA) 0.6 $4.4M 8.5k 513.57
salesforce (CRM) 0.5 $3.9M 25k 156.66
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.5 $3.9M 48k 81.94
Putnam Etf Trust Focused Lar Cap (PVAL) 0.5 $3.9M 76k 50.95
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $3.6M 65k 56.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $3.4M 84k 41.25
Applied Materials (AMAT) 0.4 $3.0M 4.2k 722.94
Exxon Mobil Corporation (XOM) 0.4 $3.0M 22k 136.71
Ishares Tr Core S&p500 Etf (IVV) 0.4 $3.0M 4.0k 748.85
Fidelity Covington Trust Enhanced Intl (FENI) 0.4 $2.9M 74k 40.13
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.4 $2.9M 57k 50.78
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.4 $2.9M 16k 185.23
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $2.8M 54k 52.76
Etf Ser Solutions Defia Quant Etf (QTUM) 0.4 $2.7M 16k 165.38
J P Morgan Exchange Traded F Income Etf (JPIE) 0.4 $2.6M 57k 46.05
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $2.5M 29k 86.42
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 0.3 $2.5M 35k 70.92
Ecolab (ECL) 0.3 $2.4M 8.7k 278.60
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.3 $2.4M 57k 41.73
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $2.2M 28k 81.06
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $2.1M 43k 50.49
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.3 $2.0M 25k 83.07
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $2.0M 12k 170.14
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $1.9M 36k 51.69
Costco Wholesale Corporation (COST) 0.3 $1.9M 2.0k 935.12
Goldman Sachs (GS) 0.3 $1.9M 1.8k 1011.19
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.2 $1.8M 48k 36.53
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $1.7M 41k 43.14
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.2 $1.7M 33k 53.11
Spdr Series Trust ST STR P500GRW (SPYG) 0.2 $1.7M 14k 118.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.7M 4.6k 370.00
Gra (GGG) 0.2 $1.6M 21k 75.61
Select Sector Spdr Tr St Str Util Etf (XLU) 0.2 $1.5M 34k 45.34
WESCO International (WCC) 0.2 $1.5M 4.2k 345.41
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $1.4M 42k 34.12
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.4M 3.9k 368.38
Charles Schwab Corporation (SCHW) 0.2 $1.4M 15k 92.27
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $1.4M 34k 40.21
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $1.4M 21k 64.50
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $1.3M 22k 60.29
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $1.3M 6.9k 190.53
Marvell Technology (MRVL) 0.2 $1.3M 4.4k 297.89
Morgan Stanley Com New (MS) 0.2 $1.3M 6.2k 209.03
Select Sector Spdr Tr St Str Care Etf (XLV) 0.2 $1.3M 8.0k 158.67
Vanguard World Health Car Etf (VHT) 0.2 $1.2M 4.2k 298.97
Us Bancorp Com New (USB) 0.2 $1.2M 21k 60.40
Merck & Co (MRK) 0.2 $1.2M 9.7k 128.50
Citigroup Com New (C) 0.2 $1.2M 8.7k 139.97
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.2M 15k 82.34
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $1.2M 22k 54.02
HSBC HLDGS Spon Adr New (HSBC) 0.2 $1.1M 12k 95.09
Procter & Gamble Company (PG) 0.2 $1.1M 7.7k 146.64
Target Corporation (TGT) 0.1 $1.1M 8.1k 130.60
Fair Isaac Corporation (FICO) 0.1 $1.1M 888.00 1194.78
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $1.0M 21k 49.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.0M 1.4k 736.24
Coca-Cola Company (KO) 0.1 $1.0M 13k 81.26
Pgim Etf Tr Tota Retu Bd Etf (PTRB) 0.1 $1.0M 24k 41.46
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $1.0M 16k 61.46
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $1.0M 8.8k 113.81
Booking Holdings (BKNG) 0.1 $969k 5.4k 178.24
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $940k 18k 51.85
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $914k 18k 50.65
Abbvie (ABBV) 0.1 $911k 3.6k 251.61
Verizon Communications (VZ) 0.1 $895k 21k 42.34
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $886k 24k 36.84
Xcel Energy (XEL) 0.1 $871k 11k 80.30
First Tr Exchange-traded Ltd Dur Invt Etf (FSIG) 0.1 $864k 46k 18.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $863k 23k 36.87
Chubb (CB) 0.1 $856k 2.5k 340.70
First Tr Exchange-traded Inter Grade Etf (FIIG) 0.1 $849k 41k 20.71
Qualcomm (QCOM) 0.1 $827k 4.5k 184.78
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $822k 1.6k 522.39
Raytheon Technologies Corp (RTX) 0.1 $815k 4.3k 189.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $751k 4.8k 158.03
Eli Lilly & Co. (LLY) 0.1 $723k 602.00 1200.27
Wells Fargo & Company (WFC) 0.1 $723k 8.7k 82.64
Blackrock (BLK) 0.1 $713k 742.00 961.36
Ishares Silver Tr Ishares (SLV) 0.1 $708k 13k 53.47
Cummins (CMI) 0.1 $705k 989.00 712.99
Hewlett Packard Enterprise (HPE) 0.1 $703k 16k 45.11
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $693k 928.00 747.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $693k 25k 27.70
General Mills (GIS) 0.1 $689k 20k 34.80
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $685k 2.3k 302.97
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.1 $685k 17k 39.54
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $650k 12k 53.50
American Express Company (AXP) 0.1 $638k 1.9k 338.19
Johnson & Johnson (JNJ) 0.1 $631k 2.5k 253.98
Cisco Systems (CSCO) 0.1 $613k 5.2k 117.43
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $612k 2.6k 236.61
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $609k 7.9k 76.70
First Solar (FSLR) 0.1 $586k 2.5k 235.96
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $584k 19k 31.10
3M Company (MMM) 0.1 $576k 3.6k 161.92
American Healthcare Reit Com Shs (AHR) 0.1 $574k 11k 52.15
International Business Machines (IBM) 0.1 $552k 2.0k 281.20
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $551k 2.8k 197.59
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $548k 3.7k 148.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $529k 9.6k 55.01
Wal-Mart Stores (WMT) 0.1 $528k 4.7k 113.25
Amgen (AMGN) 0.1 $521k 1.4k 362.03
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.1 $495k 6.3k 78.02
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $491k 2.9k 170.86
Fs Kkr Capital Corp (FSK) 0.1 $478k 46k 10.50
Blackstone Group Inc Com Cl A (BX) 0.1 $473k 4.0k 117.68
Oneok (OKE) 0.1 $450k 5.2k 86.94
ConocoPhillips (COP) 0.1 $444k 4.3k 103.95
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.1 $441k 19k 23.85
Snowflake Com Shs (SNOW) 0.1 $436k 1.7k 254.50
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $419k 638.00 656.19
General Motors Company (GM) 0.1 $415k 5.4k 77.08
PIMCO Corporate Opportunity Fund (PTY) 0.1 $413k 34k 12.03
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.1 $408k 8.5k 47.75
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $402k 11k 37.26
Capital Group International SHS (CGIC) 0.1 $401k 11k 36.39
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $398k 5.7k 69.91
Spdr Series Trust St Str P500val (SPYV) 0.1 $396k 6.5k 60.79
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.1 $394k 8.3k 47.35
Albemarle Corporation (ALB) 0.1 $391k 2.9k 135.05
Thermo Fisher Scientific (TMO) 0.1 $390k 778.00 501.45
Palantir Technologies Cl A (PLTR) 0.1 $387k 3.3k 116.67
Celestica (CLS) 0.1 $383k 1.1k 364.80
Intel Corporation (INTC) 0.1 $381k 2.7k 139.62
Pacer Fds Tr Data & Digi Revo (TRFK) 0.1 $372k 3.5k 106.70
Caterpillar (CAT) 0.1 $371k 349.00 1063.92
Ishares Tr Futu Ai Tech Etf (ARTY) 0.0 $360k 4.7k 76.16
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.0 $358k 9.2k 38.79
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $357k 3.4k 104.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $346k 9.6k 36.13
Agnc Invt Corp Com reit (AGNC) 0.0 $340k 31k 10.90
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $319k 12k 27.05
Teradyne (TER) 0.0 $310k 639.00 484.34
Tidal Trust Ii Defia Ai Pwr Etf (AIPO) 0.0 $309k 9.3k 33.41
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $308k 1.2k 264.72
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $306k 6.3k 48.35
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $303k 11k 28.96
Enterprise Products Partners (EPD) 0.0 $294k 8.0k 36.76
Gilead Sciences (GILD) 0.0 $291k 2.3k 126.33
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $279k 12k 22.75
Rio Tinto Sponsored Adr (RIO) 0.0 $273k 2.9k 94.94
Ishares Tr Invt Grad Sy Etf (IGEB) 0.0 $270k 6.0k 45.11
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $268k 6.6k 40.65
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $262k 5.2k 50.57
Walt Disney Company (DIS) 0.0 $257k 2.7k 96.24
Abbott Laboratories (ABT) 0.0 $255k 2.8k 90.74
Ssr Mining (SSRM) 0.0 $255k 9.0k 28.28
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $252k 14k 17.88
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.0 $252k 4.6k 54.46
Spdr Series Trust ST STR SP600SM C (SLYV) 0.0 $251k 2.3k 109.10
Ishares Tr High Yld Systm B (HYDB) 0.0 $250k 5.4k 46.77
Vici Pptys (VICI) 0.0 $248k 9.3k 26.55
Global X Fds Global X Copper (COPX) 0.0 $246k 3.2k 76.97
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.0 $241k 3.2k 75.68
Neos Etf Trust Nasdaq 100 High (QQQI) 0.0 $233k 4.1k 56.79
Novo-nordisk A S Adr (NVO) 0.0 $229k 4.8k 47.94
Chevron Corporation (CVX) 0.0 $225k 1.4k 165.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $223k 1.8k 124.18
SYSCO Corporation (SYY) 0.0 $221k 2.6k 83.57
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $216k 871.00 247.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $211k 2.7k 77.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $207k 2.5k 82.65
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.0 $205k 1.1k 191.76
Angel Oak Funds Trust Income Etf (CARY) 0.0 $203k 9.8k 20.78
Nxp Semiconductors N V (NXPI) 0.0 $203k 721.00 281.03
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $202k 982.00 206.12
Ssga Active Tr State Street Us (XLSR) 0.0 $201k 3.1k 64.86
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $200k 2.1k 93.63
Putnam Etf Trust Frank Minn Etf (FTMN) 0.0 $192k 22k 8.92
Owl Rock Capital Corporation (OBDC) 0.0 $113k 10k 10.87