13F-HR filed by Everest Financial Group LLC
Everest Financial Group LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-05-14, with 89 holding rows worth $446,956,247.
- Accession
- 0002056391-26-000004
- Filer
- CIK 2056391
- Filed
- 2026-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 89 entries on the cover page, a total value of $446,956,247 stated on the cover page (in dollars after the unit check, H1), rows summing to $446,956,247 with VALUE read as dollars as filed, 13F file number 028-26929. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 69,683 | $33,509,948 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 100,016 | $31,305,144 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 129,656 | $29,927,198 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G698 | S&P 500 REVENUE | 238,961 | $27,361,015 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 138,700 | $25,774,244 | dollars as filed | |
| SCHD | 808524797 | COM | 860,268 | $23,575,027 | dollars as filed | |
| Apple Inc | 037833100 | COM | 68,501 | $18,622,756 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 57,264 | $17,401,957 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 161,743 | $16,565,672 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 21,451 | $14,142,825 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 88,288 | $13,524,839 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 224,772 | $12,865,931 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 35,031 | $12,134,947 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 55,227 | $10,175,945 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 21,231 | $9,952,244 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 27,116 | $9,509,875 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 28,887 | $9,477,653 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 33,250 | $8,808,207 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 40,522 | $8,678,192 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 154,974 | $8,487,940 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 249,838 | $8,149,732 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 14,909 | $7,494,009 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 26,453 | $7,325,937 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 6,142 | $6,571,080 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 21,052 | $6,008,517 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 72,633 | $5,944,239 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 70,602 | $5,730,764 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 310,966 | $5,127,835 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 60,219 | $4,179,227 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 8,949 | $4,024,544 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,069 | $2,922,070 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 4,679 | $2,682,488 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 8,240 | $2,163,292 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V456 | S&P MDCP VLU MNT | 33,318 | $2,137,661 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 39,785 | $1,841,653 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 20,807 | $1,705,560 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 15,509 | $1,549,466 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 14,472 | $1,544,199 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,727 | $1,517,949 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,114 | $1,457,746 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,568 | $1,433,522 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 4,511 | $1,297,126 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 22,616 | $1,282,107 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 6,066 | $1,076,959 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 12,067 | $949,311 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 16,759 | $894,259 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 4,799 | $820,888 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 714 | $763,965 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 6,380 | $744,493 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 14,558 | $735,194 | dollars as filed | |
| JPMORGAN SMALL MID CP ENH EQT ETF | 46641Q118 | COM | 11,087 | $713,787 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,849 | $683,940 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 19,011 | $651,317 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,053 | $610,315 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 3,877 | $600,228 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 6,178 | $578,330 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,541 | $536,535 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,308 | $518,373 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 6,221 | $505,932 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 16,283 | $489,621 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 910 | $464,513 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 6,947 | $447,526 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 3,459 | $445,363 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 513 | $442,549 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,691 | $414,857 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 5,403 | $399,050 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 3,306 | $397,364 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 4,850 | $377,751 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 4,182 | $360,698 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,561 | $356,727 | dollars as filed | |
| SPY | 78462F103 | SHS | 504 | $343,585 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,302 | $331,448 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,545 | $330,401 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 7,053 | $322,604 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 1,630 | $289,134 | dollars as filed | |
| PUTNAM ETF TRUST | 746729300 | FOCUSED LAR CAP | 6,303 | $287,228 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,284 | $280,284 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 5,457 | $276,052 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,211 | $265,645 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,344 | $261,157 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,238 | $256,210 | dollars as filed | |
| iShares High Yield Systematic Bond ETF | 46435G250 | SHS | 5,348 | $253,216 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 7,615 | $244,124 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 4,425 | $239,614 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 4,792 | $237,659 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,036 | $224,874 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,772 | $221,963 | dollars as filed | |
| PEGASYSTEMS INC COM | 705573103 | Stock | 3,526 | $210,550 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,832 | $208,372 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002056391-26-000004 | this filing | 2026-05-14 | acceptance time not in the bulk data set |