Everpar Advisors
Latest statistics and disclosures from Everpar Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, JPM, NVDA, OKE, and represent 16.99% of Everpar Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, IVV, IQV, MSDL, OLED, CGDV, CGGR, KKR, EPAM, AIG.
- Started 20 new stock positions in DUK, ITT, BSCT, KKR, URI, NKE, EPAM, OLED, Te Connectivity, ROP. HUBB, MSDL, PLD, NOC, DASH, MMM, NEM, MTUM, GE, IQV.
- Reduced shares in these 10 stocks: AAPL, NVDA, BX, MSFT, ADSK, , IWD, BLK, LRCX, NFLX.
- Sold out of its positions in CVE, CBSH, DRI, DLB, ENTG, HPS, IWS, IWP, IWD, IWF. PFF, HDV, ESGU, JPST, KDP, LRCX, PFE, RGA, MDY, SCHW, TTWO, TEL, ASML, RCL.
- Everpar Advisors was a net seller of stock by $-16M.
- Everpar Advisors has $193M in assets under management (AUM), dropping by -3.21%.
- Central Index Key (CIK): 0002010410
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Portfolio Holdings for Everpar Advisors
Everpar Advisors holds 259 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.2 | $8.2M | -6% | 19k | 430.30 |
|
| Apple (AAPL) | 3.7 | $7.2M | -31% | 31k | 233.00 |
|
| JPMorgan Chase & Co. (JPM) | 3.5 | $6.8M | -2% | 32k | 210.86 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $6.0M | -13% | 50k | 121.44 |
|
| Oneok (OKE) | 2.4 | $4.6M | 51k | 91.13 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $4.5M | +19% | 7.8k | 576.85 |
|
| Amazon (AMZN) | 2.0 | $3.8M | -8% | 20k | 186.33 |
|
| Tyson Foods Cl A (TSN) | 1.9 | $3.7M | 63k | 59.56 |
|
|
| Meta Platforms Cl A (META) | 1.8 | $3.5M | -3% | 6.1k | 572.44 |
|
| Broadcom (AVGO) | 1.3 | $2.5M | +803% | 14k | 172.50 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.3 | $2.4M | +13% | 70k | 34.79 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $2.4M | -2% | 2.7k | 885.94 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.2 | $2.3M | +17% | 63k | 36.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.2M | -5% | 13k | 167.19 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $2.1M | +9% | 34k | 62.32 |
|
| Tesla Motors (TSLA) | 1.1 | $2.1M | -12% | 8.1k | 261.63 |
|
| Oracle Corporation (ORCL) | 1.0 | $2.0M | -5% | 12k | 170.40 |
|
| Chevron Corporation (CVX) | 1.0 | $2.0M | -10% | 13k | 147.27 |
|
| Sherwin-Williams Company (SHW) | 0.9 | $1.8M | +2% | 4.7k | 381.67 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.7M | -11% | 3.0k | 573.76 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $1.7M | +6% | 15k | 117.22 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.9 | $1.7M | 79k | 21.54 |
|
|
| Wal-Mart Stores (WMT) | 0.9 | $1.6M | +2% | 20k | 80.75 |
|
| Merck & Co (MRK) | 0.8 | $1.6M | -9% | 14k | 113.56 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.6M | 3.2k | 493.80 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $1.5M | +2% | 9.4k | 162.06 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.5M | -17% | 8.8k | 165.85 |
|
| W.W. Grainger (GWW) | 0.7 | $1.4M | -3% | 1.3k | 1038.81 |
|
| Cisco Systems (CSCO) | 0.7 | $1.4M | -3% | 26k | 53.22 |
|
| Netflix (NFLX) | 0.7 | $1.3M | -25% | 1.8k | 709.27 |
|
| Coca-Cola Company (KO) | 0.6 | $1.2M | -9% | 17k | 71.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 4.2k | 283.16 |
|
|
| Qualcomm (QCOM) | 0.6 | $1.2M | -12% | 6.9k | 170.05 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.1M | -12% | 6.5k | 173.20 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $1.1M | +19% | 6.2k | 179.29 |
|
| American Electric Power Company (AEP) | 0.6 | $1.1M | 10k | 102.60 |
|
|
| Home Depot (HD) | 0.5 | $988k | -12% | 2.4k | 405.20 |
|
| Lowe's Companies (LOW) | 0.5 | $986k | -18% | 3.6k | 270.85 |
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $968k | -3% | 13k | 73.67 |
|
| Lennox International (LII) | 0.5 | $952k | -8% | 1.6k | 604.29 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $947k | -22% | 7.8k | 121.16 |
|
| Verizon Communications (VZ) | 0.5 | $945k | +37% | 21k | 44.91 |
|
| Abbvie (ABBV) | 0.5 | $942k | 4.8k | 197.48 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.5 | $939k | -16% | 58k | 16.31 |
|
| Cooper Cos (COO) | 0.5 | $922k | -3% | 8.4k | 110.34 |
|
| TJX Companies (TJX) | 0.5 | $918k | -12% | 7.8k | 117.54 |
|
| Visa Com Cl A (V) | 0.5 | $872k | -12% | 3.2k | 274.95 |
|
| Teradyne (TER) | 0.4 | $857k | -2% | 6.4k | 133.93 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $835k | -15% | 1.3k | 631.82 |
|
| Williams Companies (WMB) | 0.4 | $827k | -17% | 18k | 45.65 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.4 | $824k | 28k | 29.29 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $801k | +12% | 2.6k | 304.51 |
|
| Fair Isaac Corporation (FICO) | 0.4 | $801k | -12% | 412.00 | 1943.52 |
|
| PNC Financial Services (PNC) | 0.4 | $797k | -15% | 4.3k | 184.85 |
|
| Eaton Corp SHS (ETN) | 0.4 | $782k | -8% | 2.4k | 331.44 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $777k | -2% | 4.5k | 174.57 |
|
| UnitedHealth (UNH) | 0.4 | $770k | -8% | 1.3k | 584.68 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $755k | -18% | 1.5k | 517.78 |
|
| Constellation Brands Cl A (STZ) | 0.4 | $746k | -14% | 2.9k | 257.69 |
|
| Lennar Corp Cl A (LEN) | 0.4 | $741k | -20% | 4.0k | 187.48 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $735k | -48% | 4.8k | 153.13 |
|
| Arista Networks (ANET) | 0.4 | $732k | 1.9k | 383.82 |
|
|
| Amgen (AMGN) | 0.4 | $721k | -20% | 2.2k | 322.21 |
|
| Norfolk Southern (NSC) | 0.4 | $721k | 2.9k | 248.50 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $711k | -4% | 5.1k | 139.36 |
|
| Illinois Tool Works (ITW) | 0.4 | $701k | -5% | 2.7k | 262.07 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $683k | 1.4k | 491.27 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $678k | -6% | 17k | 39.68 |
|
| W.R. Berkley Corporation (WRB) | 0.4 | $678k | +41% | 12k | 56.73 |
|
| Pool Corporation (POOL) | 0.3 | $673k | +30% | 1.8k | 376.80 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.3 | $656k | +19% | 15k | 45.07 |
|
| Bentley Sys Com Cl B (BSY) | 0.3 | $655k | -11% | 13k | 50.81 |
|
| Corteva (CTVA) | 0.3 | $653k | -18% | 11k | 58.79 |
|
| Pepsi (PEP) | 0.3 | $652k | -3% | 3.8k | 170.05 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $650k | -4% | 1.8k | 370.32 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $649k | +3% | 14k | 45.73 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $645k | 2.5k | 263.29 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $623k | -27% | 593.00 | 1051.24 |
|
| Teledyne Technologies Incorporated (TDY) | 0.3 | $623k | -16% | 1.4k | 437.66 |
|
| Jack Henry & Associates (JKHY) | 0.3 | $610k | -7% | 3.5k | 176.54 |
|
| Boeing Company (BA) | 0.3 | $604k | -6% | 4.0k | 152.04 |
|
| Progressive Corporation (PGR) | 0.3 | $600k | -20% | 2.4k | 253.76 |
|
| Ameriprise Financial (AMP) | 0.3 | $593k | -23% | 1.3k | 469.81 |
|
| American Intl Group Com New (AIG) | 0.3 | $592k | +80% | 8.1k | 73.23 |
|
| Palo Alto Networks (PANW) | 0.3 | $592k | 1.7k | 341.80 |
|
|
| General Dynamics Corporation (GD) | 0.3 | $588k | -24% | 1.9k | 302.20 |
|
| Caterpillar (CAT) | 0.3 | $586k | +9% | 1.5k | 391.12 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $582k | +4% | 11k | 51.74 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $581k | 7.5k | 77.91 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $579k | -22% | 2.8k | 206.57 |
|
| Booking Holdings (BKNG) | 0.3 | $577k | -8% | 137.00 | 4212.12 |
|
| Uber Technologies (UBER) | 0.3 | $568k | +4% | 7.6k | 75.16 |
|
| Lpl Financial Holdings (LPLA) | 0.3 | $565k | -11% | 2.4k | 232.63 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $564k | +28% | 1.2k | 460.26 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $563k | -4% | 16k | 34.28 |
|
| One Gas (OGS) | 0.3 | $562k | 7.6k | 74.42 |
|
|
| Medtronic SHS (MDT) | 0.3 | $558k | -14% | 6.2k | 90.03 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $555k | -14% | 897.00 | 618.57 |
|
| Ecolab (ECL) | 0.3 | $553k | -16% | 2.2k | 255.33 |
|
| Equifax (EFX) | 0.3 | $550k | -9% | 1.9k | 293.86 |
|
| Intuit (INTU) | 0.3 | $549k | +2% | 884.00 | 621.00 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $535k | -11% | 5.6k | 95.75 |
|
| Danaher Corporation (DHR) | 0.3 | $530k | -21% | 1.9k | 278.02 |
|
| Automatic Data Processing (ADP) | 0.3 | $527k | -4% | 1.9k | 276.73 |
|
| Technipfmc (FTI) | 0.3 | $526k | -17% | 20k | 26.23 |
|
| Philip Morris International (PM) | 0.3 | $526k | -15% | 4.3k | 121.40 |
|
| Saia (SAIA) | 0.3 | $524k | -4% | 1.2k | 437.26 |
|
| Applied Materials (AMAT) | 0.3 | $524k | -11% | 2.6k | 202.05 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.3 | $520k | 15k | 35.94 |
|
|
| Aspen Technology (AZPN) | 0.3 | $514k | 2.2k | 238.82 |
|
|
| Phillips 66 (PSX) | 0.3 | $514k | -14% | 3.9k | 131.45 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.3 | $512k | -12% | 5.9k | 86.70 |
|
| Watsco, Incorporated (WSO) | 0.3 | $508k | -6% | 1.0k | 491.88 |
|
| Rollins (ROL) | 0.3 | $505k | +7% | 10k | 50.58 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $501k | -23% | 3.6k | 138.71 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $500k | -9% | 1.3k | 383.93 |
|
| Nordson Corporation (NDSN) | 0.3 | $499k | -5% | 1.9k | 262.63 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $497k | -41% | 24k | 21.01 |
|
| Martin Marietta Materials (MLM) | 0.3 | $496k | -26% | 921.00 | 538.25 |
|
| Capital One Financial (COF) | 0.3 | $493k | -15% | 3.3k | 149.73 |
|
| Starbucks Corporation (SBUX) | 0.3 | $489k | +10% | 5.0k | 97.49 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $488k | -15% | 7.5k | 64.62 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $483k | 2.2k | 223.09 |
|
|
| salesforce (CRM) | 0.2 | $480k | -6% | 1.8k | 273.71 |
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| Costco Wholesale Corporation (COST) | 0.2 | $478k | +3% | 539.00 | 886.52 |
|
| American Tower Reit (AMT) | 0.2 | $476k | +11% | 2.0k | 232.56 |
|
| Sempra Energy (SRE) | 0.2 | $471k | -17% | 5.6k | 83.63 |
|
| Nextera Energy (NEE) | 0.2 | $470k | -16% | 5.6k | 84.53 |
|
| Honeywell International (HON) | 0.2 | $464k | -14% | 2.2k | 206.71 |
|
| Allstate Corporation (ALL) | 0.2 | $462k | +3% | 2.4k | 189.65 |
|
| Walt Disney Company (DIS) | 0.2 | $458k | -9% | 4.8k | 96.19 |
|
| Corning Incorporated (GLW) | 0.2 | $453k | -26% | 10k | 45.15 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $452k | -17% | 773.00 | 584.92 |
|
| Wells Fargo & Company (WFC) | 0.2 | $448k | -2% | 7.9k | 56.49 |
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.2 | $446k | 21k | 21.75 |
|
|
| Ansys (ANSS) | 0.2 | $445k | -19% | 1.4k | 318.63 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $442k | -8% | 2.1k | 215.03 |
|
| Trane Technologies SHS (TT) | 0.2 | $441k | -18% | 1.1k | 388.73 |
|
| Microchip Technology (MCHP) | 0.2 | $435k | -21% | 5.4k | 80.29 |
|
| Thor Industries (THO) | 0.2 | $427k | -3% | 3.9k | 109.89 |
|
| Goldman Sachs (GS) | 0.2 | $427k | +24% | 863.00 | 495.11 |
|
| Advanced Micro Devices (AMD) | 0.2 | $426k | 2.6k | 164.08 |
|
|
| Xylem (XYL) | 0.2 | $420k | -23% | 3.1k | 135.03 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $418k | -22% | 3.5k | 119.07 |
|
| CSX Corporation (CSX) | 0.2 | $410k | -4% | 12k | 34.53 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $400k | -4% | 2.9k | 140.13 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $399k | -4% | 4.8k | 82.48 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $399k | -17% | 4.1k | 96.57 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $397k | +26% | 1.1k | 353.48 |
|
| RPM International (RPM) | 0.2 | $395k | -17% | 3.3k | 121.00 |
|
| Synopsys (SNPS) | 0.2 | $391k | -26% | 772.00 | 506.39 |
|
| Charles River Laboratories (CRL) | 0.2 | $385k | -16% | 2.0k | 196.97 |
|
| Intercontinental Exchange (ICE) | 0.2 | $384k | -22% | 2.4k | 160.64 |
|
| Alcon Ord Shs (ALC) | 0.2 | $384k | -22% | 3.8k | 100.07 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $379k | -5% | 9.1k | 41.77 |
|
| Centene Corporation (CNC) | 0.2 | $379k | +14% | 5.0k | 75.28 |
|
| Iqvia Holdings (IQV) | 0.2 | $377k | NEW | 1.6k | 236.97 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.2 | $377k | NEW | 19k | 19.78 |
|
| Universal Display Corporation (OLED) | 0.2 | $374k | NEW | 1.8k | 209.90 |
|
| ConocoPhillips (COP) | 0.2 | $374k | -19% | 3.6k | 105.28 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $374k | 637.00 | 586.52 |
|
|
| Yum! Brands (YUM) | 0.2 | $368k | -14% | 2.6k | 139.71 |
|
| Xcel Energy (XEL) | 0.2 | $365k | -11% | 5.6k | 65.30 |
|
| Allegion Ord Shs (ALLE) | 0.2 | $364k | -11% | 2.5k | 145.74 |
|
| Choice Hotels International (CHH) | 0.2 | $359k | +28% | 2.8k | 130.30 |
|
| Quanta Services (PWR) | 0.2 | $353k | -6% | 1.2k | 298.15 |
|
| PG&E Corporation (PCG) | 0.2 | $349k | -25% | 18k | 19.77 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $343k | +26% | 6.9k | 49.47 |
|
| Cme (CME) | 0.2 | $341k | 1.5k | 220.65 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $339k | +14% | 2.1k | 162.91 |
|
| Cigna Corp (CI) | 0.2 | $339k | 978.00 | 346.44 |
|
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| Exponent (EXPO) | 0.2 | $339k | -11% | 2.9k | 115.28 |
|
| Citigroup Com New (C) | 0.2 | $335k | 5.3k | 62.60 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $333k | 6.7k | 49.92 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $329k | -25% | 14k | 23.95 |
|
| FirstEnergy (FE) | 0.2 | $328k | -22% | 7.4k | 44.35 |
|
| American Water Works (AWK) | 0.2 | $326k | -31% | 2.2k | 146.24 |
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| Moody's Corporation (MCO) | 0.2 | $326k | 687.00 | 474.59 |
|
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| Chemed Corp Com Stk (CHE) | 0.2 | $326k | -6% | 542.00 | 600.97 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $322k | -26% | 693.00 | 465.08 |
|
| Abbott Laboratories (ABT) | 0.2 | $322k | 2.8k | 114.01 |
|
|
| International Business Machines (IBM) | 0.2 | $321k | +19% | 1.5k | 221.08 |
|
| MetLife (MET) | 0.2 | $317k | -4% | 3.8k | 82.48 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $307k | +7% | 1.6k | 197.21 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $304k | -16% | 30k | 10.18 |
|
| Autodesk (ADSK) | 0.2 | $300k | -65% | 1.1k | 275.48 |
|
| AES Corporation (AES) | 0.2 | $300k | +13% | 15k | 20.06 |
|
| Transunion (TRU) | 0.2 | $299k | -8% | 2.9k | 104.70 |
|
| Siteone Landscape Supply (SITE) | 0.2 | $297k | +14% | 2.0k | 150.91 |
|
| Paypal Holdings (PYPL) | 0.2 | $297k | -12% | 3.8k | 78.03 |
|
| EOG Resources (EOG) | 0.2 | $293k | +3% | 2.4k | 122.93 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $292k | -6% | 2.7k | 109.65 |
|
| Morgan Stanley Com New (MS) | 0.2 | $290k | -41% | 2.8k | 104.24 |
|
| Linde SHS (LIN) | 0.1 | $285k | -11% | 598.00 | 476.86 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $285k | -25% | 2.5k | 111.86 |
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| BlackRock (BLK) | 0.1 | $282k | -61% | 297.00 | 949.51 |
|
| Equity Lifestyle Properties (ELS) | 0.1 | $276k | -18% | 3.9k | 71.34 |
|
| ON Semiconductor (ON) | 0.1 | $276k | +10% | 3.8k | 72.61 |
|
| Zoetis Cl A (ZTS) | 0.1 | $276k | -7% | 1.4k | 195.38 |
|
| Emerson Electric (EMR) | 0.1 | $276k | -4% | 2.5k | 109.37 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $274k | -23% | 15k | 18.10 |
|
| At&t (T) | 0.1 | $274k | +16% | 13k | 22.00 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $273k | -15% | 4.3k | 62.88 |
|
| Kkr & Co (KKR) | 0.1 | $272k | NEW | 2.1k | 130.58 |
|
| American Express Company (AXP) | 0.1 | $269k | -13% | 993.00 | 271.20 |
|
| Epam Systems (EPAM) | 0.1 | $269k | NEW | 1.4k | 199.03 |
|
| Travelers Companies (TRV) | 0.1 | $269k | -4% | 1.1k | 234.12 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $268k | +4% | 8.9k | 30.15 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $264k | +15% | 1.7k | 151.58 |
|
| Union Pacific Corporation (UNP) | 0.1 | $263k | -28% | 1.1k | 246.48 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $262k | -7% | 1.5k | 173.67 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $262k | -20% | 1.2k | 223.48 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $261k | 9.2k | 28.41 |
|
|
| Ingersoll Rand (IR) | 0.1 | $261k | -4% | 2.7k | 98.16 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $258k | 11k | 24.46 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $254k | -4% | 3.2k | 80.49 |
|
| 3M Company (MMM) | 0.1 | $251k | NEW | 1.8k | 136.70 |
|
| FactSet Research Systems (FDS) | 0.1 | $247k | -36% | 538.00 | 459.85 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $247k | +21% | 2.6k | 95.95 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $243k | -16% | 4.8k | 50.79 |
|
| Intel Corporation (INTC) | 0.1 | $242k | +5% | 10k | 23.46 |
|
| Copart (CPRT) | 0.1 | $242k | 4.6k | 52.40 |
|
|
| D.R. Horton (DHI) | 0.1 | $239k | -25% | 1.3k | 190.77 |
|
| Stryker Corporation (SYK) | 0.1 | $237k | 655.00 | 361.26 |
|
|
| Ametek (AME) | 0.1 | $235k | -19% | 1.4k | 171.71 |
|
| Bok Finl Corp Com New (BOKF) | 0.1 | $233k | 2.2k | 104.62 |
|
|
| Altria (MO) | 0.1 | $228k | 4.5k | 51.04 |
|
|
| Humana (HUM) | 0.1 | $227k | -17% | 718.00 | 316.74 |
|
| Shopify Cl A (SHOP) | 0.1 | $226k | -24% | 2.8k | 80.14 |
|
| Oshkosh Corporation (OSK) | 0.1 | $226k | -16% | 2.3k | 100.21 |
|
| Natera (NTRA) | 0.1 | $225k | -14% | 1.8k | 126.95 |
|
| SYSCO Corporation (SYY) | 0.1 | $223k | -17% | 2.9k | 78.06 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $223k | NEW | 422.00 | 528.07 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $221k | -8% | 11k | 19.89 |
|
| Air Products & Chemicals (APD) | 0.1 | $221k | -20% | 743.00 | 297.74 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $220k | -6% | 834.00 | 263.83 |
|
| Doordash Cl A (DASH) | 0.1 | $220k | NEW | 1.5k | 142.73 |
|
| Prologis (PLD) | 0.1 | $218k | NEW | 1.7k | 126.28 |
|
| Realty Income (O) | 0.1 | $218k | -27% | 3.4k | 63.42 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $218k | NEW | 1.9k | 115.30 |
|
| Ge Aerospace Com New (GE) | 0.1 | $214k | NEW | 1.1k | 188.58 |
|
| Chubb (CB) | 0.1 | $212k | -14% | 735.00 | 288.39 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $209k | -10% | 3.2k | 65.16 |
|
| Itt (ITT) | 0.1 | $207k | NEW | 1.4k | 149.51 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $204k | NEW | 1.0k | 202.81 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $204k | NEW | 3.8k | 53.44 |
|
| United Rentals (URI) | 0.1 | $204k | NEW | 252.00 | 809.73 |
|
| Monster Beverage Corp (MNST) | 0.1 | $204k | -28% | 3.9k | 52.17 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $204k | -17% | 727.00 | 280.47 |
|
| Te Connectivity Ord Shs | 0.1 | $204k | NEW | 1.3k | 150.99 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $203k | -7% | 1.2k | 162.76 |
|
| McKesson Corporation (MCK) | 0.1 | $202k | 409.00 | 494.42 |
|
|
| Nike CL B (NKE) | 0.1 | $202k | NEW | 2.3k | 88.40 |
|
| Hubbell (HUBB) | 0.1 | $202k | NEW | 471.00 | 428.35 |
|
| Roper Industries (ROP) | 0.1 | $201k | NEW | 362.00 | 556.44 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $197k | +15% | 12k | 16.95 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $194k | NEW | 10k | 18.81 |
|
| Southwestern Energy Company | 0.1 | $119k | 17k | 7.11 |
|
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.1 | $104k | 23k | 4.50 |
|
Past Filings by Everpar Advisors
SEC 13F filings are viewable for Everpar Advisors going back to 2023
- Everpar Advisors 2024 Q3 filed Oct. 7, 2024
- Everpar Advisors 2024 Q2 filed July 18, 2024
- Everpar Advisors 2024 Q1 filed April 22, 2024
- Everpar Advisors 2023 Q4 filed Feb. 6, 2024