Portfolio (Quarterly)
Guide ↗
Everest Management Corp.
· CIK 0002056683| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | — | 54,462 | $1.4M | 0.91% | SOLD |
| 2 | IWF | ISHARES TR | — | 1,117 | $523K | 0.33% | SOLD |
| 3 | IWB | ISHARES TR | — | 1,259 | $460K | 0.29% | SOLD |
| 4 | HD | HOME DEPOT INC | Consumer Cyclical | 615 | $249K | 0.16% | SOLD |
| 5 | VV | VANGUARD INDEX FDS | — | 762 | $235K | 0.15% | SOLD |
| 6 | VXF | VANGUARD INDEX FDS | — | 1,064 | $223K | 0.14% | SOLD |
| 7 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 598 | $206K | 0.13% | SOLD |
| 8 | GE | GE AEROSPACE | Industrials | 681 | $205K | 0.13% | SOLD |
Sector Allocation
Communication Services
45.4%
Technology
34.7%
Consumer Cyclical
10.1%
Financial Services
6.8%
Healthcare
1.5%
Consumer Defensive
1.0%
Energy
0.5%