Portfolio (Quarterly)
Guide ↗
Everest Financial Group LLC
· CIK 0002056391| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | ADOBE INC | Technology | 1,541 | $537K | 0.12% | SOLD |
| 2 | WK | WORKIVA INC | Technology | 4,182 | $361K | 0.08% | SOLD |
| 3 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 7,053 | $323K | 0.07% | SOLD |
| 4 | ON | ON SEMICONDUCTOR CORP | Technology | 4,425 | $240K | 0.05% | SOLD |
| 5 | PEGA | PEGASYSTEMS INC | Technology | 3,526 | $211K | 0.05% | SOLD |
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%