Everest Financial Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EF Everest Financial Group LLC | Institutional Filer | — | $1.05B | 202 |
Current Portfolio Holdings
Showing top 288 reported positions by value (Total positions in database: 202)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 70K | $33.5M | 3.18% |
| 2 | GOOGL | Alphabet Inc. | Technology | 100K | $31.3M | 2.97% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 148K | $30.8M | 2.92% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 130K | $29.9M | 2.84% |
| 5 | GOOGL | Alphabet Inc. | Technology | 101K | $29.2M | 2.77% |
| 6 | MSFT | Microsoft Corporation | Technology | 78K | $29.0M | 2.75% |
| 7 | RWL | INVESCO EXCH TRADED FD TR II | — | 250K | $28.7M | 2.72% |
| 8 | NVDA | NVIDIA Corporation | Technology | 158K | $27.5M | 2.61% |
| 9 | RWL | INVESCO EXCH TRADED FD TR II | — | 239K | $27.4M | 2.60% |
| 10 | NVDA | NVIDIA Corporation | Technology | 139K | $25.8M | 2.44% |
| 11 | SCHD | SCHWAB STRATEGIC TR | — | 860K | $23.6M | 2.24% |
| 12 | SCHD | SCHWAB STRATEGIC TR | — | 720K | $22.1M | 2.10% |
| 13 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 62K | $21.1M | 2.00% |
| 14 | AAPL | Apple Inc. | Technology | 83K | $21.0M | 2.00% |
| 15 | AAPL | Apple Inc. | Technology | 69K | $18.6M | 1.77% |
Showing 1 to 15 of 288 holdings