Everest Private Wealth
Net seller this quarter
$268M
51
-$15.6M
29.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $17.7M | 6.60% | Not reported | +13.9% | Q4 2024 |
| GOOGL | $15.8M | 5.91% | 0.00% | +1.6% | Q4 2024 |
 NVDA | $10.6M | 3.95% | 0.00% | +12.8% | Q4 2024 |
 AAPL | $7.68M | 2.86% | 0.00% | +24.0% | Q4 2024 |
 AMZN | $6.19M | 2.31% | 0.00% | +1.9% | Q4 2024 |
 ANET | $5.19M | 1.94% | 0.00% | +626.2% | Q4 2024 |
 MSFT | $5.03M | 1.88% | 0.00% | +41.9% | Q4 2024 |
 AVGO | $4.94M | 1.84% | 0.00% | -40.0% | Q4 2024 |
 AMAT | $3.16M | 1.18% | 0.00% | -52.6% | Q1 2026 |
 V | $2.48M | 0.92% | 0.00% | +46.7% | Q4 2024 |
 SNPS | $1.63M | 0.61% | 0.00% | Not reported | Q4 2024 |
 ORCL | $1.54M | 0.57% | 0.00% | +30.0% | Q4 2024 |
 AMD | $1.38M | 0.51% | 0.00% | +7.1% | Q2 2025 |
 TSLA | $1.29M | 0.48% | 0.00% | +59.7% | Q4 2024 |
 MU | $1.27M | 0.48% | 0.00% | -43.8% | Q4 2025 |
 META | $1.1M | 0.41% | Not reported | +50.4% | Q4 2024 |
| SPMC | $994K | 0.37% | Not reported | +3.7% | Q2 2025 |
 CSCO | $989K | 0.37% | 0.00% | +7.5% | Q1 2025 |
 PULS | $860K | 0.32% | 0.10% | -23.6% | Q4 2024 |
 WMT | $647K | 0.24% | 0.00% | -52.0% | Q1 2025 |
 BRK.B | $616K | 0.23% | Not reported | +7.6% | Q4 2024 |
 LLY | $613K | 0.23% | 0.00% | -24.4% | Q4 2024 |
 JPM | $566K | 0.21% | 0.00% | +3.7% | Q4 2024 |
 WDC | $551K | 0.21% | 0.00% | +13.4% | Q1 2026 |
 CRM | $525K | 0.20% | 0.00% | -7.7% | Q4 2024 |
 INTC | $447K | 0.17% | 0.00% | New | Q2 2026 |
 INTU | $431K | 0.16% | 0.00% | +0.8% | Q4 2024 |
 COST | $425K | 0.16% | 0.00% | +4.6% | Q4 2024 |
 KLAC | $413K | 0.15% | 0.00% | -3.0% | Q1 2026 |
 JNJ | $366K | 0.14% | 0.00% | +15.2% | Q3 2025 |
 XOM | $352K | 0.13% | 0.00% | +3.0% | Q1 2025 |
 CRWD | $346K | 0.13% | 0.00% | New | Q2 2026 |
 SNDK | $334K | 0.12% | 0.00% | New | Q2 2026 |
 CDNS | $331K | 0.12% | 0.00% | New | Q2 2026 |
 GEV | $323K | 0.12% | 0.00% | +11.8% | Q1 2026 |
 DFAX | $316K | 0.12% | Not reported | Not reported | Q4 2024 |
 ABBV | $315K | 0.12% | 0.00% | -8.2% | Q1 2025 |
 UNH | $314K | 0.12% | 0.00% | Not reported | Q1 2025 |
 ZS | $304K | 0.11% | 0.00% | +41.0% | Q4 2024 |
 CAT | $290K | 0.11% | 0.00% | New | Q2 2026 |
 LRCX | $288K | 0.11% | 0.00% | New | Q2 2026 |
 BAC | $281K | 0.10% | 0.00% | +2.6% | Q3 2025 |
 GE | $276K | 0.10% | 0.00% | -9.7% | Q3 2025 |
 MA | $242K | 0.09% | 0.00% | -3.5% | Q4 2024 |
 STX | $231K | 0.09% | 0.00% | New | Q2 2026 |
 MRK | $227K | 0.08% | 0.00% | New | Q2 2026 |
 PG | $227K | 0.08% | 0.00% | Not reported | Q1 2025 |
 IBM | $226K | 0.08% | 0.00% | New | Q2 2026 |
 MS | $221K | 0.08% | 0.00% | New | Q2 2026 |
 NFLX | $217K | 0.08% | 0.00% | +13.6% | Q4 2024 |
| Q1 2026 | |||||
| GOOG | $12.6M | 6.39% | Not reported | +2.7% | Q4 2024 |
| GOOGL | $12.5M | 6.35% | 0.00% | +1.2% | Q4 2024 |
| NVDA | $8.17M | 4.14% | 0.00% | +104.1% | Q4 2024 |
| AVGO | $6.73M | 3.41% | 0.00% | +100.5% | Q4 2024 |
 ARES | $5.61M | 2.84% | 0.07% | New | Q1 2026 |
| AAPL | $5.43M | 2.75% | 0.00% | +76.9% | Q4 2024 |
| AMZN | $5.31M | 2.69% | 0.00% | +7.1% | Q4 2024 |
| MSFT | $3.52M | 1.78% | 0.00% | +3.7% | Q4 2024 |
| AMAT | $3.15M | 1.60% | 0.00% | New | Q1 2026 |
| V | $1.49M | 0.75% | 0.00% | +0.8% | Q4 2024 |
| WMT | $1.48M | 0.75% | 0.00% | +302.8% | Q1 2025 |
| ORCL | $1.19M | 0.60% | 0.00% | +29.3% | Q4 2024 |
| PULS | $1.12M | 0.57% | 0.13% | +4.1% | Q4 2024 |
| SPMC | $867K | 0.44% | Not reported | +21.3% | Q2 2025 |
| META | $743K | 0.38% | Not reported | +4.4% | Q4 2024 |
| TSLA | $716K | 0.36% | 0.00% | +17.9% | Q4 2024 |
| INTU | $709K | 0.36% | 0.00% | +0.4% | Q4 2024 |
| CRM | $677K | 0.34% | 0.00% | +7.6% | Q4 2024 |
| MU | $664K | 0.34% | 0.00% | +139.9% | Q4 2025 |
| LLY | $622K | 0.31% | 0.00% | +59.1% | Q4 2024 |
| CSCO | $608K | 0.31% | 0.00% | -26.3% | Q1 2025 |
| BRK.B | $548K | 0.28% | Not reported | +18.6% | Q4 2024 |
| ANET | $516K | 0.26% | 0.00% | +6.2% | Q4 2024 |
| JPM | $491K | 0.25% | 0.00% | +6.0% | Q4 2024 |
| AMD | $451K | 0.23% | 0.00% | +14.6% | Q2 2025 |
| COST | $432K | 0.22% | 0.00% | +21.9% | Q4 2024 |
| XOM | $423K | 0.21% | 0.00% | +7.1% | Q1 2025 |
| JNJ | $306K | 0.15% | 0.00% | +6.9% | Q3 2025 |
| ABBV | $297K | 0.15% | 0.00% | +28.6% | Q1 2025 |
| DFAX | $292K | 0.15% | Not reported | Not reported | Q4 2024 |
 PLTR | $269K | 0.14% | 0.00% | +37.0% | Q3 2025 |
| NFLX | $257K | 0.13% | 0.00% | +11.5% | Q4 2024 |
| MA | $244K | 0.12% | 0.00% | +3.0% | Q4 2024 |
| BAC | $235K | 0.12% | 0.00% | +19.2% | Q3 2025 |
 HD | $233K | 0.12% | 0.00% | Not reported | Q2 2025 |
| GE | $232K | 0.12% | 0.00% | Not reported | Q3 2025 |
| GEV | $215K | 0.11% | 0.00% | New | Q1 2026 |
| ZS | $215K | 0.11% | 0.00% | Not reported | Q4 2024 |
 BMY | $210K | 0.11% | 0.00% | New | Q1 2026 |
| KLAC | $208K | 0.11% | 0.00% | New | Q1 2026 |
| WDC | $206K | 0.10% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $13.5M | 7.52% | 0.00% | -1.0% | Q4 2024 |
| GOOG | $13.4M | 7.49% | Not reported | +1.2% | Q4 2024 |
| AMZN | $5.49M | 3.06% | 0.00% | +224.7% | Q4 2024 |
| MSFT | $4.43M | 2.47% | 0.00% | +8.1% | Q4 2024 |
| NVDA | $4.28M | 2.39% | 0.00% | +17.3% | Q4 2024 |
| AVGO | $3.76M | 2.09% | 0.00% | -23.3% | Q4 2024 |
| AAPL | $3.29M | 1.83% | 0.00% | -30.0% | Q4 2024 |
| V | $1.71M | 0.96% | 0.00% | -2.5% | Q4 2024 |
| ORCL | $1.22M | 0.68% | 0.00% | +18.6% | Q4 2024 |
| SPMC | $1.1M | 0.61% | Not reported | +5.6% | Q2 2025 |
| PULS | $1.08M | 0.60% | 0.12% | -11.7% | Q4 2024 |
| INTU | $1.08M | 0.60% | 0.00% | -1.0% | Q4 2024 |
| CRM | $894K | 0.50% | 0.00% | +0.1% | Q4 2024 |
| META | $821K | 0.46% | Not reported | -3.3% | Q4 2024 |
| CSCO | $819K | 0.46% | 0.00% | Not reported | Q1 2025 |
| TSLA | $735K | 0.41% | 0.00% | -14.8% | Q4 2024 |
| ANET | $519K | 0.29% | 0.00% | +5.1% | Q4 2024 |
| JPM | $507K | 0.28% | 0.00% | -6.8% | Q4 2024 |
| BRK.B | $485K | 0.27% | Not reported | -6.2% | Q4 2024 |
| LLY | $457K | 0.25% | 0.00% | -0.2% | Q4 2024 |
| AMD | $414K | 0.23% | 0.00% | -2.7% | Q2 2025 |
 SPY | $371K | 0.21% | Not reported | -4.7% | Q4 2024 |
| WMT | $330K | 0.18% | 0.00% | +12.7% | Q1 2025 |
| COST | $307K | 0.17% | 0.00% | -7.8% | Q4 2024 |
| DFAX | $281K | 0.16% | Not reported | Not reported | Q4 2024 |
| XOM | $280K | 0.16% | 0.00% | +1.8% | Q1 2025 |
| MA | $271K | 0.15% | 0.00% | -10.9% | Q4 2024 |
| ABBV | $242K | 0.14% | 0.00% | -6.7% | Q1 2025 |
| JNJ | $242K | 0.13% | 0.00% | -14.6% | Q3 2025 |
| PLTR | $239K | 0.13% | 0.00% | +10.6% | Q3 2025 |
| MU | $234K | 0.13% | 0.00% | New | Q4 2025 |
| NFLX | $225K | 0.13% | 0.00% | -20.8% | Q4 2024 |
| BAC | $222K | 0.12% | 0.00% | -3.3% | Q3 2025 |
| SNPS | $211K | 0.12% | 0.00% | -3.7% | Q4 2024 |
| Q3 2025 | |||||
| GOOGL | $10.6M | 6.74% | 0.00% | -11.5% | Q4 2024 |
| GOOG | $10.3M | 6.57% | Not reported | -2.9% | Q4 2024 |
| AVGO | $4.67M | 2.98% | 0.00% | -0.4% | Q4 2024 |
| AAPL | $4.4M | 2.81% | 0.00% | +2.8% | Q4 2024 |
| MSFT | $4.39M | 2.80% | 0.00% | +1.7% | Q4 2024 |
| NVDA | $3.65M | 2.33% | 0.00% | +2.9% | Q4 2024 |
| V | $1.71M | 1.09% | 0.00% | 0.0% | Q4 2024 |
| AMZN | $1.61M | 1.03% | 0.00% | +2.7% | Q4 2024 |
| ORCL | $1.48M | 0.94% | 0.00% | +0.9% | Q4 2024 |
| SPMC | $1.31M | 0.84% | Not reported | +3.7% | Q2 2025 |
| PULS | $1.23M | 0.78% | 0.14% | -6.2% | Q4 2024 |
| INTU | $1.13M | 0.72% | 0.00% | -0.1% | Q4 2024 |
| META | $944K | 0.60% | Not reported | +2.1% | Q4 2024 |
| TSLA | $853K | 0.54% | 0.00% | +2.4% | Q4 2024 |
| CRM | $799K | 0.51% | 0.00% | -1.1% | Q4 2024 |
| ANET | $549K | 0.35% | 0.00% | +0.6% | Q4 2024 |
| JPM | $532K | 0.34% | 0.00% | +3.0% | Q4 2024 |
| BRK.B | $517K | 0.33% | Not reported | +3.8% | Q4 2024 |
| SPY | $380K | 0.24% | Not reported | +0.2% | Q4 2024 |
| NFLX | $363K | 0.23% | 0.00% | +1.0% | Q4 2024 |
| COST | $357K | 0.23% | 0.00% | -3.3% | Q4 2024 |
| LLY | $325K | 0.21% | 0.00% | -0.9% | Q4 2024 |
| AMD | $322K | 0.21% | 0.00% | +2.2% | Q2 2025 |
| MA | $303K | 0.19% | 0.00% | +2.1% | Q4 2024 |
| WMT | $270K | 0.17% | 0.00% | +3.1% | Q1 2025 |
| DFAX | $269K | 0.17% | Not reported | Not reported | Q4 2024 |
| ABBV | $263K | 0.17% | 0.00% | +1.9% | Q1 2025 |
| XOM | $258K | 0.16% | 0.00% | +2.2% | Q1 2025 |
| JNJ | $254K | 0.16% | 0.00% | New | Q3 2025 |
| HD | $249K | 0.16% | 0.00% | +5.3% | Q2 2025 |
| SNPS | $230K | 0.15% | 0.00% | -1.9% | Q4 2024 |
| PLTR | $222K | 0.14% | 0.00% | New | Q3 2025 |
| BAC | $215K | 0.14% | 0.00% | New | Q3 2025 |
| UNH | $206K | 0.13% | 0.00% | Not reported | Q1 2025 |
| GE | $205K | 0.13% | 0.00% | New | Q3 2025 |