Portfolio (Quarterly)
Guide ↗
Everest Financial Group LLC
· CIK 0002056391| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | Communication Services | 102,368.0 | $36.6M | 4.95% | +2K | +2.4% | $357.37 | -3.5% |
| 2 | AMZN | AMAZON COM INC | Consumer Cyclical | 147,668.0 | $35.2M | 4.77% | +18K | +13.9% | $238.34 | +8.5% |
| 3 | RWL | INVESCO EXCH TRADED FD TR II | — | 252,019.0 | $32.2M | 4.36% | +13K | +5.5% | $127.76 | +4.8% |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 158,412.0 | $31.7M | 4.29% | +20K | +14.2% | $200.09 | +7.3% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 62,662.0 | $29.9M | 4.05% | +5K | +9.4% | $477.57 | -12.3% |
| 6 | MSFT | MICROSOFT CORP | Technology | 78,425.0 | $29.3M | 3.96% | +9K | +12.6% | $373.02 | +29.5% |
| 7 | MU | MICRON TECHNOLOGY INC | Technology | 22,133.0 | $25.5M | 3.46% | +1K | +5.1% | $1154.31 | -16.2% |
| 8 | AMD | ADVANCED MICRO DEVICES INC | Technology | 41,537.0 | $24.1M | 3.27% | +1K | +2.5% | $580.91 | -18.5% |
| 9 | PANW | PALO ALTO NETWORKS INC | Technology | 68,806.0 | $23.5M | 3.18% | +14K | +24.6% | $341.02 | +5.0% |
| 10 | AAPL | APPLE INC | Technology | 78,507.0 | $22.7M | 3.08% | +10K | +14.6% | $289.36 | +6.9% |
| 11 | AVGO | BROADCOM INC | Technology | 49,737.0 | $18.8M | 2.54% | +15K | +42.0% | $377.75 | -2.5% |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 22,186.0 | $16.9M | 2.29% | +955.0 | +4.5% | $190.78 | +0.6% |
| 13 | META | META PLATFORMS INC | Communication Services | 27,592.0 | $15.5M | 2.10% | +6K | +28.6% | $563.31 | -2.4% |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 274,028.0 | $15.5M | 2.10% | +49K | +21.9% | $56.48 | +2.5% |
| 15 | ASML | ASML HLDG NV | Technology | 6,897.0 | $13.7M | 1.86% | +755.0 | +12.3% | $1989.44 | -11.3% |
| 16 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 32,682.0 | $13.6M | 1.84% | +4K | +13.1% | $415.64 | -6.2% |
| 17 | V | VISA INC | Financial Services | 33,367.0 | $11.4M | 1.55% | +6K | +23.1% | $343.10 | +8.2% |
| 18 | SCHG | SCHWAB STRATEGIC TR | — | 325,161.0 | $11.0M | 1.49% | +75K | +30.1% | $33.84 | +4.3% |
| 19 | — | BERKSHIRE HATHAWAY INC DEL | — | 21,443.0 | $10.7M | 1.45% | +7K | +43.8% | $500.39 | — |
| 20 | XLF | SELECT SECTOR SPDR TR | — | 187,983.0 | $10.1M | 1.36% | +33K | +21.3% | $53.61 | +7.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
58.4%
Communication Services
11.3%
Financial Services
9.1%
Consumer Cyclical
8.7%
Healthcare
4.0%
Industrials
3.9%
Energy
2.2%
Consumer Defensive
1.4%
Basic Materials
0.7%
Real Estate
0.2%