The Analysis of Everest Management Corp.'s Holdings
Currently, Everest Management Corp. holds 63 types of securities in its portfolio with a total value $179.3M. In the most recent quarter, they have increased their positions in N/A (+381.9K shares, valued at $18.8M), AMZN (+16.5K shares, valued at $3.8M), VTI (+6.3K shares, valued at $2.1M); decreased their positions in DFUS (-54.0K shares, valued at $4.0M), GBIL (-17.4K shares, valued at $1.7M), AAPL (-5.2K shares, valued at $1.4M); initiated new positions in N/A (+381.9K shares, valued at $18.8M), CSCO (+10.6K shares, valued at $818.6K), VGIT (+8.4K shares, valued at $502.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST702.8K shares-7.13%2025-12-312026-02-02
EA SERIES TRUST EA SERIES TRUST381.9K sharesnew addition2025-12-312026-02-02 ALPHABET INC ALPHABET INC43.1K shares-0.97%2025-12-312026-02-02 ALPHABET INC ALPHABET INC42.8K shares1.18%2025-12-312026-02-02 AMZN AMAZON COM INC23.8K shares224.65%2025-12-312026-02-02 VTI VANGUARD INDEX FDS15.1K shares70.71%2025-12-312026-02-02 MSFT MICROSOFT CORP9.2K shares8.12%2025-12-312026-02-02 IXUS ISHARES TR51.7K shares0.00%2025-12-312026-02-02 NVDA NVIDIA CORPORATION23.0K shares17.32%2025-12-312026-02-02 DFAC DIMENSIONAL ETF TRUST108.0K shares-5.26%2025-12-312026-02-02 BROADCOM INC BROADCOM INC10.9K shares-23.29%2025-12-312026-02-02 VXUS VANGUARD STAR FDS48.9K shares0.89%2025-12-312026-02-02 AAPL APPLE INC12.1K shares-30.04%2025-12-312026-02-02 GSLC GOLDMAN SACHS ETF TR20.4K shares-3.59%2025-12-312026-02-02 VTV VANGUARD INDEX FDS11.2K shares-5.04%2025-12-312026-02-02 GBIL GOLDMAN SACHS ETF TR19.2K shares-47.54%2025-12-312026-02-02 V VISA INC4.9K shares-2.51%2025-12-312026-02-02 DIHP DIMENSIONAL ETF TRUST42.9K shares0.00%2025-12-312026-02-02 IVV ISHARES TR2.0K shares368.33%2025-12-312026-02-02 ORCL ORACLE CORP6.2K shares18.63%2025-12-312026-02-02 JQUA J P MORGAN EXCHANGE TRADED F17.4K shares0.05%2025-12-312026-02-02 SPMC SOUND POINT MERIDIAN CAP INC79.8K shares5.62%2025-12-312026-02-02 PULS PGIM ETF TR21.8K shares-11.71%2025-12-312026-02-02 INTU INTUIT1.6K shares-1.03%2025-12-312026-02-02 PAAA PGIM ETF TR20.4K shares-5.67%2025-12-312026-02-02 IJS ISHARES TR8.2K shares-20.10%2025-12-312026-02-02 DUHP DIMENSIONAL ETF TRUST24.4K shares-12.15%2025-12-312026-02-02 CRM SALESFORCE INC3.4K shares0.12%2025-12-312026-02-02 META META PLATFORMS INC1.2K shares-3.27%2025-12-312026-02-02 CSCO CISCO SYS INC10.6K sharesnew addition2025-12-312026-02-02 VUG VANGUARD INDEX FDS1.6K shares0.06%2025-12-312026-02-02 TSLA TESLA INC1.6K shares-14.76%2025-12-312026-02-02 DGS WISDOMTREE TR11.6K shares0.09%2025-12-312026-02-02 MUB ISHARES TR6.0K shares0.00%2025-12-312026-02-02 GSST GOLDMAN SACHS ETF TR12.0K shares-29.43%2025-12-312026-02-02 BNDX VANGUARD CHARLOTTE FDS11.2K shares3.28%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.1.6K shares-6.75%2025-12-312026-02-02 VGIT VANGUARD SCOTTSDALE FDS8.4K sharesnew addition2025-12-312026-02-02 LLY ELI LILLY & CO425 shares-0.23%2025-12-312026-02-02 AMD ADVANCED MICRO DEVICES INC1.9K shares-2.71%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS6.2K shares0.00%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR544 shares-4.73%2025-12-312026-02-02 WMT WALMART INC3.0K shares12.73%2025-12-312026-02-02 VGT VANGUARD WORLD FD422 shares0.00%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW356 shares-7.77%2025-12-312026-02-02 IEMG ISHARES INC4.4K shares-1.51%2025-12-312026-02-02 IVW ISHARES TR2.4K shares0.00%2025-12-312026-02-02 DFAX DIMENSIONAL ETF TRUST8.6K shares0.00%2025-12-312026-02-02 XOM EXXON MOBIL CORP2.3K shares1.84%2025-12-312026-02-02 MA MASTERCARD INCORPORATED475 shares-10.88%2025-12-312026-02-02 EWX SPDR INDEX SHS FDS4.1K shares0.00%2025-12-312026-02-02 SCHF SCHWAB STRATEGIC TR10.6K shares0.00%2025-12-312026-02-02 ABBV ABBVIE INC1.1K shares-6.68%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON1.2K shares-14.55%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC1.3K shares10.62%2025-12-312026-02-02 MU MICRON TECHNOLOGY INC819 sharesnew addition2025-12-312026-02-02 NFLX NETFLIX INC2.4K shares692.41%2025-12-312026-02-02 BAC BANK AMERICA CORP4.0K shares-3.26%2025-12-312026-02-02 SNPS SYNOPSYS INC449 shares-3.65%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available