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CIK: 0002056683
Total reported value
$268.0M
$268.0M
50 檔
24.9%
During the Q4 2024 filing period, Everest Private Wealth (CIK: 0002056683) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $268.0M across 50 reported positions.
During Q4 2024, Everest Private Wealth's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 36.29% | -2.18% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.07% | -0.44% | — | |
| 3 | INTU | Intuit Inc | Stock-Tech | 5.27% | -0.20% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.82% | -0.48% | — | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.37% | +0.21% | — | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.47% | -0.34% | — | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.01% | -0.43% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | +0.10% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.23% | +0.11% | — | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.15% | -0.21% | — | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.11% | +0.08% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.07% | -0.32% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | -0.19% | — | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.86% | -0.20% | — | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.76% | -0.20% | — | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | -1.57% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.17% | — | |
| 18 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.31% | +9.07% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | -0.38% | — | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.98% | -0.07% | — | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.91% | -0.25% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.03% | — | |
| 23 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.71% | -0.72% | — | |
| 24 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.69% | -0.08% | — | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.68% | -0.17% | — | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.14% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | -0.04% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.12% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.03% | — | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.47% | -0.06% | — | |
| 31 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.43% | -0.12% | — | |
| 32 | ANET | Arista Networks Inc | Stock-Tech | 0.35% | +1.68% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.06% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.05% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.04% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | -0.09% | — | |
| 38 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.24% | -0.06% | — | |
| 39 | ZS | Zscaler Inc | Stock-Tech | 0.24% | — | — | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.23% | — | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.09% | — | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | -0.02% | — | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.21% | +0.02% | — | |
| 44 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.21% | -0.03% | — | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.20% | — | — | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | -0.03% | — | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.19% | -0.03% | — | |
| 48 | SNPS | Synopsys Inc | Stock-Tech | 0.19% | +0.61% | NEW | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | -0.05% | — |
According to official SEC Form 13F filings, Everest Private Wealth reported a total U.S. public equity portfolio value of $268.0M across 50 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, GOOGL, INTU) accounted for 24.9% of total reported equity market value during Q4 2024.
During Q4 2024, Everest Private Wealth's top holdings by market value included DFUS (36.3%)、GOOGL (8.1%)、INTU (5.3%). The largest single position, DFUS, represented 36.3% of total portfolio value.
In Q4 2024, Everest Private Wealth made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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