Everest Management Corp. New Holdings in Q4 2024

Everest Management Corp.

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
646K
New
$61.52 - $66.5 $39.8M - $43M
646K $41.2B
GOOGL
Alphabet Inc.

Communication Services
48.4K
New
$161.86 - $196.66 $7.83M - $9.52M
48.4K $9.16B
INTU
Intuit Inc

Technology
9.52K
New
$602.01 - $706.25 $5.73M - $6.72M
9.52K $5.98B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.2K
New
$521.84 - $558.82 $5.3M - $5.68M
10.2K $5.47B
GOOG
Alphabet Inc.

Communication Services
26.1K
New
$163.08 - $198.16 $4.25M - $5.16M
26.1K $4.96B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
114K
New
$33.92 - $36.6 $3.87M - $4.17M
114K $3.94B
IXUS
Ishares Tr

ETFs
51.7K
New
$65.95 - $72.56 $3.41M - $3.75M
51.7K $3.42B
MSFT
Microsoft Corp

Technology
7.45K
New
$406.35 - $454.46 $3.03M - $3.39M
7.45K $3.14B
AAPL
Apple Inc.

Technology
10.1K
New
$221.69 - $259.02 $2.24M - $2.62M
10.1K $2.53B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
21.2K
New
$111.85 - $120.71 $2.37M - $2.56M
21.2K $2.44B
VTI
Vanguard Total Stock Market Et

ETFs
8.12K
New
$280.04 - $302.45 $2.27M - $2.46M
8.12K $2.35B
NVDA
Nvidia Corp

Technology
16.4K
New
$117.0 - $148.88 $1.92M - $2.44M
16.4K $2.2B
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.1K
New
$174.22 - $187.62 $2.1M - $2.27M
12.1K $2.12B
VTV
Vanguard Value ETF

ETFs
11.8K
New
$168.32 - $181.87 $1.99M - $2.15M
11.8K $2B
AVGO
Broadcom Inc.

Technology
8K
New
$159.67 - $250.0 $1.28M - $2M
8K $1.85B
V
Visa Inc.

Financial Services
4.76K
New
$273.87 - $320.91 $1.3M - $1.53M
4.76K $1.5B
GBIL
Goldman Sachs Access Treasury

ETFs
14.9K
New
$99.85 - $100.22 $1.49M - $1.49M
14.9K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
5.62K
New
$180.88 - $232.93 $1.02M - $1.31M
5.62K $1.23B
IJS
Ishares S&P Smallcap 600 Value

ETFs
10.3K
New
$104.59 - $118.05 $1.08M - $1.21M
10.3K $1.12B
PULS
Pgim ETF Tr

ETFs
20.9K
New
$49.51 - $49.79 $1.03M - $1.04M
20.9K $1.04B
ORCL
Oracle Corp

Technology
5.48K
New
$165.41 - $192.43 $906K - $1.05M
5.48K $913M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
16K
New
$50.23 - $50.47 $803K - $807K
16K $803M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
13.7K
New
$55.86 - $60.21 $767K - $826K
13.7K $786M
DUHP
Dimensional ETF Tr Dimensional

ETFs
23K
New
$33.62 - $35.69 $773K - $821K
23K $777M
CRM
Salesforce, Inc.

Technology
2.23K
New
$270.87 - $367.87 $604K - $820K
2.23K $746M
VUG
Vanguard Growth ETF

ETFs
1.63K
New
$378.79 - $428.11 $616K - $697K
1.63K $668M
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
New
$213.65 - $479.86 $294K - $660K
1.38K $556M
META
Meta Platforms, Inc.

Communication Services
913
New
$554.08 - $632.68 $506K - $578K
913 $535M
BNDX
Vanguard Total International B

ETFs
10.9K
New
$48.91 - $50.61 $532K - $551K
10.9K $534M
Pgim ETF Tr
9.5K
New
N/A
9.5K $486M
Arista Networks Inc
3.63K
New
N/A
3.63K $401M
COST
Costco Wholesale Corp

Consumer Defensive
413
New
$873.59 - $994.69 $361K - $411K
413 $378M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
810
New
$442.29 - $483.08 $358K - $391K
810 $367M
SPY
Spdr S&P 500 ETF Trust

ETFs
567
New
$567.81 - $607.81 $322K - $345K
567 $332M
JPM
Jpmorgan Chase & CO

Financial Services
1.37K
New
$205.18 - $250.29 $280K - $342K
1.37K $328M
LLY
Eli Lilly & CO

Healthcare
378
New
$727.2 - $932.06 $275K - $352K
378 $292M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.51K
New
$48.87 - $53.53 $269K - $295K
5.51K $270M
ZS
Zscaler, Inc.

Technology
1.49K
New
$166.99 - $211.99 $248K - $315K
1.49K $268M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.44K
New
$183.23 - $199.79 $263K - $287K
1.44K $266M
IVV
Ishares Core S&P 500 ETF

ETFs
420
New
$570.51 - $610.59 $240K - $256K
420 $247M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.41K
New
$94.43 - $105.47 $227K - $254K
2.41K $244M
VGT
Vanguard Information Technolog

ETFs
385
New
$571.78 - $647.97 $220K - $249K
385 $239M
EWX
Spdr S&P Emerging Markets Smal

ETFs
4.07K
New
$58.61 - $64.79 $239K - $264K
4.07K $239M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.59K
New
$49.79 - $51.14 $228K - $235K
4.59K $230M
MA
Mastercard Inc

Financial Services
411
New
$491.3 - $536.15 $202K - $220K
411 $216M
DFAX
Dimensional ETF Tr
8.59K
New
$24.76 - $27.04 $213K - $232K
8.59K $213M
SNPS
Synopsys Inc

Technology
439
New
$485.36 - $588.0 $213K - $258K
439 $213M
IWF
Ishares Russell 1000 Gr ETF

ETFs
529
New
$370.24 - $418.94 $196K - $222K
529 $213M
NFLX
Netflix Inc

Communication Services
238
New
$687.65 - $936.56 $164K - $223K
238 $212M
Activity Summary
Buys All Purchases 50 New Holdings 50 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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