StockDriftsStockDriftsTop 50 Everest Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 5.07% | 147.8K | $30.8M | +13.98%(+18.13K) | $224.50(+8.09%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.8% | 101.4K | $29.2M | +1.39%(+1.39K) | $278.35(+29.30%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.77% | 78.3K | $29.0M | +12.32%(+8.58K) | $492.68(-20.74%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 4.73% | 249.8K | $28.7M | +4.55%(+10.88K) | $112.67(+14.86%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.53% | 157.9K | $27.5M | +13.84%(+19.20K) | $185.80(+4.86%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.64% | 720.2K | $22.1M | -16.28%(-140.07K) | $27.36(+18.36%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.47% | 62.3K | $21.1M | +8.87%(+5.08K) | $293.98(+47.68%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.47% | 82.9K | $21.0M | +21.07%(+14.43K) | $263.17(+17.27%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.66% | 156.2K | $16.1M | -3.45%(-5.57K) | $103.59(+9.40%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.51% | 268.5K | $15.2M | +19.45%(+43.73K) | $57.14(-0.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -29.56% | -65.06% |
| Top 20 Holdings Unweighted | -33.28% | -70.29% |
Sign up free to track Everest Financial Group LLC, compare funds side by side, and get alerts the moment positions change.