Everest Management Corp.

Everest Management Corp. as of Dec. 31, 2024

Portfolio Holdings for Everest Management Corp.

Everest Management Corp. holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 36.3 $41M 646k 63.75
Alphabet Cap Stk Cl A (GOOGL) 8.1 $9.2M 48k 189.30
Intuit (INTU) 5.3 $6.0M 9.5k 628.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $5.5M 10k 538.79
Alphabet Cap Stk Cl C (GOOG) 4.4 $5.0M 26k 190.44
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.5 $3.9M 114k 34.59
Ishares Tr Core Msci Total (IXUS) 3.0 $3.4M 52k 66.14
Microsoft Corporation (MSFT) 2.8 $3.1M 7.4k 421.50
Apple (AAPL) 2.2 $2.5M 10k 250.41
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.1 $2.4M 21k 115.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $2.4M 41k 58.93
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.4M 8.1k 289.80
NVIDIA Corporation (NVDA) 1.9 $2.2M 16k 134.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $2.1M 12k 175.23
Vanguard Index Fds Value Etf (VTV) 1.8 $2.0M 12k 169.31
Broadcom (AVGO) 1.6 $1.9M 8.0k 231.84
Visa Com Cl A (V) 1.3 $1.5M 4.8k 316.04
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.3 $1.5M 15k 99.92
Amazon (AMZN) 1.1 $1.2M 5.6k 219.39
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $1.1M 10k 108.61
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.9 $1.0M 21k 49.55
Oracle Corporation (ORCL) 0.8 $913k 5.5k 166.64
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.7 $803k 16k 50.21
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $786k 14k 57.27
Dimensional Etf Trust Us High Profitab (DUHP) 0.7 $777k 23k 33.79
salesforce (CRM) 0.7 $746k 2.2k 334.33
Vanguard Index Fds Growth Etf (VUG) 0.6 $668k 1.6k 410.44
Tesla Motors (TSLA) 0.5 $556k 1.4k 403.84
Meta Platforms Cl A (META) 0.5 $535k 913.00 585.51
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $534k 11k 49.05
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.4 $486k 9.5k 51.20
Arista Networks Com Shs (ANET) 0.4 $401k 3.6k 110.53
Costco Wholesale Corporation (COST) 0.3 $378k 413.00 916.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $367k 810.00 453.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $332k 567.00 585.80
JPMorgan Chase & Co. (JPM) 0.3 $328k 1.4k 239.71
Eli Lilly & Co. (LLY) 0.3 $292k 378.00 772.00
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $270k 5.5k 48.92
Zscaler Incorporated (ZS) 0.2 $268k 1.5k 180.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $266k 1.4k 185.19
Ishares Tr Core S&p500 Etf (IVV) 0.2 $247k 420.00 588.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $245k 2.4k 101.53
Vanguard World Inf Tech Etf (VGT) 0.2 $239k 385.00 621.80
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $239k 4.1k 58.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $230k 4.6k 50.13
Mastercard Incorporated Cl A (MA) 0.2 $216k 411.00 526.57
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $213k 8.6k 24.86
Synopsys (SNPS) 0.2 $213k 439.00 485.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $213k 529.00 401.72
Netflix (NFLX) 0.2 $212k 238.00 891.32