Everest Management Corp. Purchases in Q2 2025

Everest Management Corp.

  • $139 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
112K
+ 17.5%
$53.65 - $67.02 $6M - $7.49M
750K $50.3B
SCHX
Schwab Strategic Tr Us Large C

ETFs
54.5K
New
$19.6 - $24.44 $1.07M - $1.33M
54.5K $1.33B
Sound Point Meridian Cap Inc
72.9K
New
N/A
72.9K $1.3B
INTU
Intuit Inc

Technology
1.65K
New
$544.07 - $787.63 $898K - $1.3M
1.65K $1.3B
GOOGL
Alphabet Inc.

Communication Services
548
+ 1.13%
$144.7 - $178.6 $79.3K - $97.9K
49.1K $8.66B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.8K
New
$100.35 - $100.71 $1.08M - $1.08M
10.8K $1.08B
NVDA
Nvidia Corp

Technology
1.28K
+ 7.18%
$94.31 - $157.99 $120K - $201K
19K $3.01B
MUB
Ishares National Muni Bond ETF

ETFs
9.25K
New
$102.31 - $105.8 $946K - $978K
9.25K $966M
AAPL
Apple Inc.

Technology
5.45K
+ 47.9%
$172.42 - $223.89 $939K - $1.22M
16.8K $3.45B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.68K
+ 19.12%
$55.54 - $69.09 $371K - $462K
41.6K $2.88B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
125
+ 1.2%
$456.74 - $568.03 $57.1K - $71K
10.5K $5.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.12K
New
$320.42 - $424.58 $358K - $474K
1.12K $474M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.26K
New
$272.36 - $339.57 $343K - $428K
1.26K $428M
ORCL
Oracle Corp

Technology
5
+ 0.1%
$122.82 - $218.63 $614 - $1.09K
5.22K $1.14B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.9K
New
$24.32 - $27.87 $337K - $386K
13.9K $367M
AMZN
Amazon Com Inc

Consumer Cyclical
675
+ 10.45%
$167.32 - $223.3 $113K - $151K
7.14K $1.57B
VTI
Vanguard Total Stock Market Et

ETFs
322
+ 3.95%
$243.75 - $303.93 $78.5K - $97.9K
8.47K $2.57B
ZS
Zscaler, Inc.

Technology
1K
New
$174.67 - $315.32 $175K - $316K
1K $315M
AMD
Advanced Micro Devices Inc

Technology
1.95K
New
$78.21 - $143.81 $152K - $280K
1.95K $276M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.7K
+ 26.96%
$50.39 - $60.05 $186K - $222K
17.4K $1.05B
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.1K
+ 74.29%
$43.34 - $55.24 $177K - $226K
9.61K $531M
META
Meta Platforms, Inc.

Communication Services
80
+ 6.79%
$484.66 - $738.09 $38.8K - $59K
1.26K $929M
SNPS
Synopsys Inc

Technology
475
New
$380.9 - $517.66 $181K - $246K
475 $244M
VEA
Vanguard Ftse Developed Market

ETFs
4.25K
New
$45.65 - $57.01 $194K - $242K
4.25K $242M
VV
Vanguard Large Cap ETF

ETFs
762
New
$228.25 - $285.3 $174K - $217K
762 $217M
IEMG
Ishares Inc

ETFs
3.62K
New
N/A
3.62K $217M
HD
Home Depot, Inc.

Consumer Cyclical
584
New
$335.24 - $380.78 $196K - $222K
584 $214M
VNQ
Vanguard Specialized Funds Van

ETFs
2.34K
New
$79.79 - $91.42 $186K - $213K
2.34K $208M
NFLX
Netflix Inc

Communication Services
32
+ 11.94%
$855.86 - $1339.13 $27.4K - $42.9K
300 $402M
TSLA
Tesla, Inc.

Consumer Cyclical
124
+ 7.09%
$221.86 - $362.89 $27.5K - $45K
1.87K $595M
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 11.95%
$210.28 - $289.91 $36.8K - $50.7K
1.64K $475M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.03%
$152.93 - $181.74 $612 - $727
12.1K $2.2B
Arista Networks Inc
50
+ 1.35%
N/A
3.75K $383M
DUHP
Dimensional ETF Tr Dimensional

ETFs
559
+ 2.43%
$29.36 - $35.56 $16.4K - $19.9K
23.6K $838M
WMT
Walmart Inc.

Consumer Defensive
259
+ 11.32%
$81.79 - $99.98 $21.2K - $25.9K
2.55K $249M
MA
Mastercard Inc

Financial Services
59
+ 12.74%
$479.92 - $590.74 $28.3K - $34.9K
522 $293M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 6.12%
$908.13 - $1056.85 $20.9K - $24.3K
399 $395M
V
Visa Inc.

Financial Services
42
+ 0.84%
$308.27 - $373.31 $12.9K - $15.7K
5.01K $1.78B
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.35%
$496.48 - $617.85 $993 - $1.24K
570 $352M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
165
+ 1.15%
$50.29 - $50.56 $8.3K - $8.34K
14.5K $733M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23
+ 0.5%
$48.13 - $49.85 $1.11K - $1.15K
4.62K $227M
ABBV
Abb Vie Inc.

Healthcare
72
+ 6.9%
$170.16 - $206.27 $12.3K - $14.9K
1.12K $207M
LLY
Eli Lilly & CO

Healthcare
4
+ 0.94%
$713.71 - $898.95 $2.85K - $3.6K
430 $335M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
47
+ 4.98%
$483.48 - $539.8 $22.7K - $25.4K
991 $481M
Activity Summary
Buys All Purchases 45 New Holdings 17 Increased Positions 28 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Everest Management Corp. Portfolio

Follow Everest Management Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everest Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Everest Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email