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Everest Management Corp. Top Holdings and 13F Report (2025)

About Everest Management Corp.

Investment Activity

  • Everest Management Corp. has $113.53 million in total holdings as of December 31, 2024.
  • Everest Management Corp. owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.

Largest Holdings

Alphabet
$9,162,499
Intuit
$5,982,692
Alphabet
$4,962,866

Sector Allocation

Map of 500 Largest Holdings ofEverest Management Corp.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$41,204,627646,34736.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,162,49948,4028.1%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$5,982,6929,5195.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,474,68210,1614.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$4,962,86626,0604.4%Computer and Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$3,944,955114,0493.5%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$3,417,85151,6763.0%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$3,139,7547,4492.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$2,534,66910,1222.2%Computer and Technology
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$2,439,85821,1832.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,393,14740,6102.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,353,4268,1212.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,198,19316,3691.9%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,116,07412,0761.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,997,31311,7971.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,854,7208,0001.6%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,504,9824,7621.3%Business Services
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$1,490,51314,9171.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,232,0945,6161.1%Retail/Wholesale
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$1,116,88610,2831.0%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$1,035,45620,8970.9%ETF
Oracle Co. stock logo
ORCL
Oracle
$912,5215,4760.8%Computer and Technology
Goldman Sachs Ultra Short Bond ETF stock logo
GSST
Goldman Sachs Ultra Short Bond ETF
$802,70315,9870.7%ETF
JPMorgan US Quality Factor ETF stock logo
JQUA
JPMorgan US Quality Factor ETF
$785,91613,7230.7%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$777,40723,0070.7%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$745,5562,2300.7%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$667,7811,6270.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$555,6841,3760.5%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$534,5719130.5%Computer and Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$533,76210,8820.5%ETF
PGIM ETF TR
$486,2469,4970.4%AAA CLO ETF
ARISTA NETWORKS INC
$401,2243,6300.4%COM SHS
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$378,4204130.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$367,1578100.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$332,1495670.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$327,6841,3670.3%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$291,8163780.3%Medical
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$269,6425,5120.2%Finance
Zscaler, Inc. stock logo
ZS
Zscaler
$268,0891,4860.2%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$266,1181,4370.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$247,3084200.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$244,4842,4080.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$239,3933850.2%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$238,7774,0740.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$229,8744,5860.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$216,4204110.2%Business Services
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$213,4238,5850.2%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$213,0734390.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$212,5095290.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$212,1342380.2%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data