Everest Management Corp.

Everest Management Corp. as of March 31, 2025

Portfolio Holdings for Everest Management Corp.

Everest Management Corp. holds 51 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 35.2 $39M 639k 60.48
Alphabet Cap Stk Cl A (GOOGL) 6.9 $7.5M 49k 154.64
Alphabet Cap Stk Cl C (GOOG) 6.2 $6.8M 44k 156.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.9 $5.3M 10k 513.92
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.4 $3.8M 114k 32.99
Ishares Tr Core Msci Total (IXUS) 3.3 $3.6M 52k 69.81
Broadcom (AVGO) 3.1 $3.4M 21k 167.43
Microsoft Corporation (MSFT) 3.1 $3.4M 9.1k 375.39
Goldman Sachs Etf Tr Acces Treasury (GBIL) 3.0 $3.3M 33k 100.18
Apple (AAPL) 2.3 $2.5M 11k 222.12
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.1 $2.3M 21k 110.08
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $2.2M 8.1k 274.83
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.0 $2.2M 35k 62.10
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $2.1M 12k 173.24
Vanguard Index Fds Value Etf (VTV) 1.9 $2.0M 12k 172.74
NVIDIA Corporation (NVDA) 1.8 $1.9M 18k 108.38
Visa Com Cl A (V) 1.6 $1.7M 5.0k 350.46
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.4 $1.5M 30k 49.73
Amazon (AMZN) 1.1 $1.2M 6.5k 190.26
salesforce (CRM) 1.0 $1.0M 3.9k 268.36
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $1.0M 10k 97.48
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $775k 14k 56.47
Dimensional Etf Trust Us High Profitab (DUHP) 0.7 $763k 23k 33.14
Oracle Corporation (ORCL) 0.7 $729k 5.2k 139.81
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.7 $724k 14k 50.54
Meta Platforms Cl A (META) 0.6 $680k 1.2k 576.36
Cisco Systems (CSCO) 0.6 $674k 11k 61.71
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.6 $639k 13k 51.31
Vanguard Index Fds Growth Etf (VUG) 0.6 $604k 1.6k 370.72
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $531k 11k 48.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $503k 944.00 532.58
Tesla Motors (TSLA) 0.4 $453k 1.7k 259.16
JPMorgan Chase & Co. (JPM) 0.3 $359k 1.5k 245.30
Costco Wholesale Corporation (COST) 0.3 $356k 376.00 945.78
Eli Lilly & Co. (LLY) 0.3 $352k 426.00 825.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $318k 568.00 559.68
Arista Networks Com Shs (ANET) 0.3 $286k 3.7k 77.48
Exxon Mobil Corporation (XOM) 0.2 $271k 2.3k 118.93
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $266k 5.5k 48.31
Mastercard Incorporated Cl A (MA) 0.2 $254k 463.00 548.12
Netflix (NFLX) 0.2 $250k 268.00 932.53
Ishares Tr Core S&p500 Etf (IVV) 0.2 $236k 420.00 562.18
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.2 $231k 4.1k 56.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $228k 4.6k 49.62
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $225k 8.6k 26.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $224k 2.4k 92.83
Procter & Gamble Company (PG) 0.2 $221k 1.3k 170.42
Abbvie (ABBV) 0.2 $219k 1.0k 209.52
Vanguard World Inf Tech Etf (VGT) 0.2 $209k 385.00 542.38
Wal-Mart Stores (WMT) 0.2 $201k 2.3k 87.79
UnitedHealth (UNH) 0.2 $201k 383.00 523.75