Everpar Advisors
Latest statistics and disclosures from Everpar Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, NVDA, AAPL, MSFT, JPM, and represent 23.58% of Everpar Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$5.2M), SPYG, LRGF, DYNF, VTV, VUG, FTEC, NFLX, NVDA, AAPL.
- Started 35 new stock positions in HIG, FE, ADI, DELL, NVS, DG, IEFA, IWF, STX, BSCW.
- Reduced shares in these 10 stocks: CGGR, CGDV, IJH, QUAL, BSCP, OUSM, IVW, IGM, IYW, IFRA.
- Sold out of its positions in APD, AMT, AWK, BOKF, BFAM, CCL, CNC, COO, DAL, EOG.
- Everpar Advisors was a net buyer of stock by $13M.
- Everpar Advisors has $270M in assets under management (AUM), dropping by 6.61%.
- Central Index Key (CIK): 0002010410
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Portfolio Holdings for Everpar Advisors
Everpar Advisors holds 268 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.6 | $18M | +41% | 26k | 684.94 |
|
| NVIDIA Corporation (NVDA) | 4.6 | $12M | +10% | 66k | 186.50 |
|
| Apple (AAPL) | 4.2 | $11M | +10% | 42k | 271.86 |
|
| Microsoft Corporation (MSFT) | 4.1 | $11M | +6% | 23k | 483.63 |
|
| JPMorgan Chase & Co. (JPM) | 4.0 | $11M | +2% | 34k | 322.22 |
|
| Amazon (AMZN) | 2.2 | $6.0M | +6% | 26k | 230.82 |
|
| Broadcom (AVGO) | 1.9 | $5.2M | +9% | 15k | 346.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $5.0M | +9% | 16k | 313.79 |
|
| Tyson Foods Cl A (TSN) | 1.8 | $4.8M | +27% | 81k | 58.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $4.5M | +18% | 15k | 313.01 |
|
| Tesla Motors (TSLA) | 1.7 | $4.5M | +5% | 10k | 449.74 |
|
| Meta Platforms Cl A (META) | 1.6 | $4.2M | +7% | 6.4k | 660.09 |
|
| Oneok (OKE) | 1.5 | $4.2M | 57k | 73.50 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 1.3 | $3.6M | NEW | 34k | 106.70 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $3.3M | +10% | 3.0k | 1074.68 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.1 | $3.0M | +288% | 50k | 60.81 |
|
| Wal-Mart Stores (WMT) | 1.1 | $3.0M | +17% | 27k | 111.41 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $2.8M | +233% | 5.7k | 487.84 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $2.7M | +267% | 14k | 190.99 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.0 | $2.6M | -51% | 59k | 44.47 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.0 | $2.6M | NEW | 37k | 69.43 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $2.6M | 14k | 183.40 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.9 | $2.4M | -51% | 56k | 43.64 |
|
| Johnson & Johnson (JNJ) | 0.9 | $2.3M | 11k | 206.96 |
|
|
| Oracle Corporation (ORCL) | 0.9 | $2.3M | 12k | 194.91 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.3M | +2% | 3.3k | 682.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $2.2M | -45% | 33k | 66.00 |
|
| Cisco Systems (CSCO) | 0.8 | $2.1M | +11% | 27k | 77.03 |
|
| Chevron Corporation (CVX) | 0.7 | $1.9M | -4% | 12k | 152.41 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | 15k | 120.34 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.7 | $1.8M | NEW | 7.9k | 224.67 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.7M | 3.0k | 570.88 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.6M | 4.7k | 335.27 |
|
|
| Netflix (NFLX) | 0.6 | $1.5M | +902% | 16k | 93.76 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.5M | +15% | 3.1k | 502.65 |
|
| Visa Com Cl A (V) | 0.6 | $1.5M | +12% | 4.3k | 350.71 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $1.5M | -47% | 7.5k | 198.61 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.5 | $1.5M | 79k | 18.85 |
|
|
| Abbvie (ABBV) | 0.5 | $1.4M | +15% | 6.3k | 228.49 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $1.4M | -4% | 4.4k | 324.03 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $1.3M | +190% | 5.3k | 250.32 |
|
| W.W. Grainger (GWW) | 0.5 | $1.3M | 1.3k | 1009.05 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.5 | $1.3M | +3% | 76k | 16.92 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.5 | $1.3M | +3% | 61k | 20.60 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $1.3M | +3% | 67k | 18.84 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $1.3M | +3% | 64k | 19.74 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $1.3M | +4% | 64k | 19.57 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.5 | $1.2M | +6% | 73k | 16.70 |
|
| American Electric Power Company (AEP) | 0.4 | $1.2M | -13% | 10k | 115.31 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.1M | +12% | 20k | 55.00 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | +15% | 5.9k | 177.75 |
|
| Qualcomm (QCOM) | 0.4 | $1.0M | +9% | 5.9k | 171.05 |
|
| Caterpillar (CAT) | 0.4 | $1.0M | +14% | 1.7k | 572.87 |
|
| Williams Companies (WMB) | 0.4 | $996k | +15% | 17k | 60.11 |
|
| Micron Technology (MU) | 0.4 | $973k | +78% | 3.4k | 285.41 |
|
| TJX Companies (TJX) | 0.4 | $969k | 6.3k | 153.61 |
|
|
| Norfolk Southern (NSC) | 0.3 | $913k | +3% | 3.2k | 288.72 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $911k | +7% | 6.9k | 131.03 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $901k | -14% | 1.0k | 878.96 |
|
| Goldman Sachs (GS) | 0.3 | $895k | +34% | 1.0k | 879.00 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.3 | $885k | NEW | 42k | 20.88 |
|
| Coca-Cola Company (KO) | 0.3 | $884k | -19% | 13k | 69.91 |
|
| Wells Fargo & Company (WFC) | 0.3 | $876k | -3% | 9.4k | 93.20 |
|
| Applied Materials (AMAT) | 0.3 | $872k | 3.4k | 256.99 |
|
|
| Merck & Co (MRK) | 0.3 | $866k | -17% | 8.2k | 105.26 |
|
| Boeing Company (BA) | 0.3 | $824k | -12% | 3.8k | 217.12 |
|
| McDonald's Corporation (MCD) | 0.3 | $797k | -3% | 2.6k | 305.68 |
|
| Capital One Financial (COF) | 0.3 | $797k | -9% | 3.3k | 242.36 |
|
| Lowe's Companies (LOW) | 0.3 | $780k | 3.2k | 241.16 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $771k | 2.5k | 314.80 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $752k | +74% | 2.5k | 303.84 |
|
| Ge Aerospace Com New (GE) | 0.3 | $742k | +5% | 2.4k | 308.03 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $738k | +28% | 1.3k | 579.45 |
|
| Procter & Gamble Company (PG) | 0.3 | $735k | -13% | 5.1k | 143.31 |
|
| Philip Morris International (PM) | 0.3 | $726k | +4% | 4.5k | 160.40 |
|
| Booking Holdings (BKNG) | 0.3 | $718k | -3% | 134.00 | 5355.33 |
|
| Walt Disney Company (DIS) | 0.3 | $713k | +16% | 6.3k | 113.77 |
|
| Home Depot (HD) | 0.3 | $687k | -28% | 2.0k | 344.16 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $684k | 17k | 40.23 |
|
|
| Pepsi (PEP) | 0.3 | $684k | +26% | 4.8k | 143.52 |
|
| Corning Incorporated (GLW) | 0.3 | $683k | -8% | 7.8k | 87.56 |
|
| salesforce (CRM) | 0.2 | $670k | +28% | 2.5k | 264.91 |
|
| International Business Machines (IBM) | 0.2 | $664k | +14% | 2.2k | 296.21 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $664k | -35% | 10k | 64.31 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $663k | 10k | 64.42 |
|
|
| W.R. Berkley Corporation (WRB) | 0.2 | $662k | -12% | 9.4k | 70.12 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $658k | +60% | 9.5k | 69.42 |
|
| Amgen (AMGN) | 0.2 | $656k | -4% | 2.0k | 327.29 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $650k | +12% | 1.1k | 566.36 |
|
| ConocoPhillips (COP) | 0.2 | $642k | -29% | 6.9k | 93.61 |
|
| Intuit (INTU) | 0.2 | $637k | +6% | 961.00 | 662.42 |
|
| Citigroup Com New (C) | 0.2 | $635k | +2% | 5.4k | 116.69 |
|
| Phillips 66 (PSX) | 0.2 | $633k | -8% | 4.9k | 129.04 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $617k | +39% | 5.1k | 121.62 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $616k | -10% | 23k | 26.33 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $614k | -7% | 4.0k | 154.14 |
|
| PNC Financial Services (PNC) | 0.2 | $609k | -23% | 2.9k | 208.77 |
|
| UnitedHealth (UNH) | 0.2 | $590k | +13% | 1.8k | 330.11 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $570k | +13% | 4.2k | 135.14 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.2 | $564k | -62% | 13k | 43.74 |
|
| One Gas (OGS) | 0.2 | $562k | -4% | 7.3k | 77.25 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $556k | -14% | 6.0k | 91.93 |
|
| Illinois Tool Works (ITW) | 0.2 | $555k | -12% | 2.3k | 246.30 |
|
| Morgan Stanley Com New (MS) | 0.2 | $550k | +6% | 3.1k | 177.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $550k | -15% | 10k | 53.83 |
|
| AmerisourceBergen (COR) | 0.2 | $548k | +57% | 1.6k | 337.75 |
|
| Technipfmc (FTI) | 0.2 | $547k | -2% | 12k | 44.56 |
|
| Allstate Corporation (ALL) | 0.2 | $546k | +5% | 2.6k | 208.15 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $546k | 633.00 | 862.34 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $546k | +77% | 3.2k | 171.18 |
|
| Verizon Communications (VZ) | 0.2 | $545k | -25% | 13k | 40.73 |
|
| Palo Alto Networks (PANW) | 0.2 | $544k | -3% | 3.0k | 184.20 |
|
| Gilead Sciences (GILD) | 0.2 | $539k | +27% | 4.4k | 122.74 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $530k | -18% | 9.9k | 53.36 |
|
| General Dynamics Corporation (GD) | 0.2 | $523k | -17% | 1.6k | 336.66 |
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $521k | -28% | 1.0k | 510.73 |
|
| Advanced Micro Devices (AMD) | 0.2 | $518k | +12% | 2.4k | 214.16 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $518k | +4% | 3.2k | 160.97 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $508k | +54% | 1.9k | 268.24 |
|
| Eaton Corp SHS (ETN) | 0.2 | $508k | -24% | 1.6k | 318.57 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $507k | 673.00 | 753.78 |
|
|
| Chubb (CB) | 0.2 | $505k | +39% | 1.6k | 312.12 |
|
| Atmos Energy Corporation (ATO) | 0.2 | $499k | -17% | 3.0k | 167.63 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $496k | 9.2k | 53.94 |
|
|
| Lpl Financial Holdings (LPLA) | 0.2 | $495k | -32% | 1.4k | 357.17 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $492k | +158% | 730.00 | 673.82 |
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| At&t (T) | 0.2 | $491k | 20k | 24.84 |
|
|
| Ge Vernova (GEV) | 0.2 | $488k | +6% | 747.00 | 653.57 |
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| Corteva (CTVA) | 0.2 | $487k | -17% | 7.3k | 67.03 |
|
| American Intl Group Com New (AIG) | 0.2 | $484k | -18% | 5.7k | 85.55 |
|
| Take-Two Interactive Software (TTWO) | 0.2 | $480k | +62% | 1.9k | 256.03 |
|
| Abbott Laboratories (ABT) | 0.2 | $477k | -14% | 3.8k | 125.29 |
|
| Medtronic SHS (MDT) | 0.2 | $476k | -22% | 5.0k | 96.06 |
|
| Iqvia Holdings (IQV) | 0.2 | $472k | +50% | 2.1k | 225.41 |
|
| American Express Company (AXP) | 0.2 | $461k | +26% | 1.2k | 370.09 |
|
| McKesson Corporation (MCK) | 0.2 | $455k | +31% | 555.00 | 820.29 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $452k | 22k | 21.00 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $442k | NEW | 364.00 | 1215.08 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $438k | -9% | 935.00 | 468.76 |
|
| Ecolab (ECL) | 0.2 | $437k | -13% | 1.7k | 262.52 |
|
| Travelers Companies (TRV) | 0.2 | $435k | +28% | 1.5k | 290.06 |
|
| Progressive Corporation (PGR) | 0.2 | $433k | +11% | 1.9k | 227.72 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $433k | NEW | 4.8k | 89.46 |
|
| Ameriprise Financial (AMP) | 0.2 | $431k | -16% | 879.00 | 490.34 |
|
| Nextera Energy (NEE) | 0.2 | $429k | 5.3k | 80.28 |
|
|
| Martin Marietta Materials (MLM) | 0.2 | $420k | -16% | 674.00 | 622.66 |
|
| Rollins (ROL) | 0.2 | $417k | -31% | 6.9k | 60.02 |
|
| Intel Corporation (INTC) | 0.2 | $416k | +4% | 11k | 36.90 |
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| Uber Technologies (UBER) | 0.2 | $415k | -45% | 5.1k | 81.71 |
|
| Automatic Data Processing (ADP) | 0.2 | $410k | -4% | 1.6k | 257.23 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $408k | +2% | 5.1k | 79.36 |
|
| Cummins (CMI) | 0.2 | $406k | +48% | 796.00 | 510.45 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $405k | +22% | 1.0k | 396.31 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $393k | +31% | 4.2k | 94.16 |
|
| United Parcel Service CL B (UPS) | 0.1 | $392k | NEW | 4.0k | 99.19 |
|
| Blackrock (BLK) | 0.1 | $391k | +10% | 365.00 | 1070.34 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $390k | -18% | 505.00 | 771.87 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $385k | -66% | 3.1k | 123.25 |
|
| 3M Company (MMM) | 0.1 | $378k | 2.4k | 160.10 |
|
|
| Autodesk (ADSK) | 0.1 | $375k | +21% | 1.3k | 296.01 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $372k | +11% | 3.7k | 99.92 |
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| Quanta Services (PWR) | 0.1 | $369k | 875.00 | 422.06 |
|
|
| Yum! Brands (YUM) | 0.1 | $369k | -3% | 2.4k | 151.28 |
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| Constellation Energy (CEG) | 0.1 | $365k | NEW | 1.0k | 353.27 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $364k | -43% | 1.7k | 212.07 |
|
| Honeywell International (HON) | 0.1 | $363k | NEW | 1.9k | 195.09 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $362k | +5% | 798.00 | 453.36 |
|
| Monster Beverage Corp (MNST) | 0.1 | $359k | +10% | 4.7k | 76.67 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $352k | -35% | 7.6k | 46.49 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $347k | -61% | 1.7k | 199.63 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $346k | -4% | 715.00 | 483.67 |
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| Cbre Group Cl A (CBRE) | 0.1 | $345k | +43% | 2.1k | 160.79 |
|
| Xcel Energy (XEL) | 0.1 | $344k | -14% | 4.7k | 73.86 |
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| Lennox International (LII) | 0.1 | $340k | -18% | 701.00 | 485.58 |
|
| Danaher Corporation (DHR) | 0.1 | $339k | +20% | 1.5k | 228.92 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $339k | 6.7k | 50.79 |
|
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| Cme (CME) | 0.1 | $338k | -8% | 1.2k | 273.08 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $338k | -23% | 13k | 25.60 |
|
| Nordson Corporation (NDSN) | 0.1 | $337k | -11% | 1.4k | 240.43 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $329k | NEW | 695.00 | 473.30 |
|
| Trane Technologies SHS (TT) | 0.1 | $326k | 838.00 | 389.20 |
|
|
| Allegion Ord Shs (ALLE) | 0.1 | $324k | -32% | 2.0k | 159.22 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $323k | -20% | 20k | 15.86 |
|
| Deere & Company (DE) | 0.1 | $322k | +2% | 691.00 | 465.57 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $321k | +7% | 1.7k | 185.52 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $319k | +14% | 11k | 29.89 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $319k | NEW | 1.7k | 185.61 |
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| Doordash Cl A (DASH) | 0.1 | $319k | 1.4k | 226.48 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $317k | -4% | 1.9k | 162.63 |
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| Lennar Corp Cl A (LEN) | 0.1 | $314k | -25% | 3.1k | 102.80 |
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| Altria (MO) | 0.1 | $313k | -6% | 5.4k | 57.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $312k | -18% | 1.8k | 173.49 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $311k | -18% | 889.00 | 349.99 |
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| Anthem (ELV) | 0.1 | $309k | +11% | 881.00 | 350.55 |
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| Synopsys (SNPS) | 0.1 | $309k | -25% | 657.00 | 469.72 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.1 | $306k | -26% | 19k | 16.48 |
|
| Howmet Aerospace (HWM) | 0.1 | $305k | +16% | 1.5k | 205.02 |
|
| United Rentals (URI) | 0.1 | $300k | NEW | 371.00 | 809.32 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $300k | -17% | 1.3k | 223.17 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $298k | -2% | 2.5k | 117.21 |
|
| Dell Technologies CL C (DELL) | 0.1 | $296k | NEW | 2.3k | 125.88 |
|
| Linde SHS (LIN) | 0.1 | $294k | 690.00 | 426.39 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $293k | NEW | 2.5k | 116.09 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $290k | NEW | 3.7k | 79.02 |
|
| Teradyne (TER) | 0.1 | $287k | NEW | 1.5k | 193.56 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $285k | -26% | 1.6k | 182.48 |
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $281k | -19% | 13k | 21.17 |
|
| Dollar General (DG) | 0.1 | $279k | NEW | 2.1k | 132.77 |
|
| AutoZone (AZO) | 0.1 | $278k | +30% | 82.00 | 3391.50 |
|
| Western Digital (WDC) | 0.1 | $275k | NEW | 1.6k | 172.27 |
|
| SLB Com Stk (SLB) | 0.1 | $274k | -21% | 7.1k | 38.38 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $274k | NEW | 2.0k | 137.87 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $274k | +8% | 1.6k | 174.04 |
|
| Intercontinental Exchange (ICE) | 0.1 | $274k | -14% | 1.7k | 161.96 |
|
| Union Pacific Corporation (UNP) | 0.1 | $274k | -27% | 1.2k | 231.32 |
|
| MetLife (MET) | 0.1 | $270k | +3% | 3.4k | 78.94 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $269k | -8% | 963.00 | 278.92 |
|
| Ametek (AME) | 0.1 | $267k | +8% | 1.3k | 205.31 |
|
| Natera (NTRA) | 0.1 | $265k | -17% | 1.2k | 229.09 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $264k | -31% | 156.00 | 1690.62 |
|
| CSX Corporation (CSX) | 0.1 | $262k | -2% | 7.2k | 36.25 |
|
| Sempra Energy (SRE) | 0.1 | $262k | -28% | 3.0k | 88.29 |
|
| Cardinal Health (CAH) | 0.1 | $261k | NEW | 1.3k | 205.50 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $258k | -6% | 5.9k | 43.55 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $257k | 11k | 24.33 |
|
|
| S&p Global (SPGI) | 0.1 | $255k | NEW | 488.00 | 522.59 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $255k | NEW | 749.00 | 340.07 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $253k | -13% | 9.6k | 26.32 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $251k | +2% | 1.1k | 219.36 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $249k | 859.00 | 290.22 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $249k | -6% | 2.2k | 113.10 |
|
| Apollo Global Mgmt (APO) | 0.1 | $248k | NEW | 1.7k | 144.76 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $247k | 3.3k | 74.07 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $247k | +6% | 620.00 | 397.65 |
|
| Starbucks Corporation (SBUX) | 0.1 | $247k | +2% | 2.9k | 84.21 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $246k | -22% | 1.8k | 137.96 |
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.1 | $245k | +6% | 25k | 10.00 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $244k | +5% | 1.2k | 198.72 |
|
| Southwest Airlines (LUV) | 0.1 | $244k | NEW | 5.9k | 41.33 |
|
| Cullen/Frost Bankers (CFR) | 0.1 | $242k | -19% | 1.9k | 126.63 |
|
| Cadence Design Systems (CDNS) | 0.1 | $240k | +18% | 767.00 | 312.58 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $239k | -32% | 2.7k | 90.03 |
|
| Nike CL B (NKE) | 0.1 | $238k | -4% | 3.7k | 63.70 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $237k | NEW | 860.00 | 275.39 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $235k | -41% | 6.2k | 38.16 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $234k | -5% | 410.00 | 570.21 |
|
| Pfizer (PFE) | 0.1 | $230k | -11% | 9.2k | 24.90 |
|
| Stryker Corporation (SYK) | 0.1 | $229k | -14% | 652.00 | 351.47 |
|
| RPM International (RPM) | 0.1 | $228k | -22% | 2.2k | 104.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $226k | +2% | 360.00 | 626.83 |
|
| PG&E Corporation (PCG) | 0.1 | $225k | +11% | 14k | 16.07 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $223k | 208.00 | 1069.86 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $221k | NEW | 1.6k | 137.80 |
|
| Prologis (PLD) | 0.1 | $220k | NEW | 1.7k | 127.66 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $219k | NEW | 362.00 | 605.01 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $219k | NEW | 762.00 | 287.25 |
|
| Itt (ITT) | 0.1 | $215k | +2% | 1.2k | 173.51 |
|
| Metropcs Communications (TMUS) | 0.1 | $214k | +24% | 1.1k | 203.04 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $214k | NEW | 2.3k | 92.30 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $213k | NEW | 1.4k | 149.01 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $211k | +2% | 4.1k | 50.88 |
|
| Wec Energy Group (WEC) | 0.1 | $207k | -3% | 2.0k | 105.46 |
|
| Kinder Morgan (KMI) | 0.1 | $207k | NEW | 7.5k | 27.49 |
|
| Equifax (EFX) | 0.1 | $205k | -41% | 945.00 | 216.98 |
|
| FirstEnergy (FE) | 0.1 | $205k | NEW | 4.6k | 44.77 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $201k | NEW | 3.0k | 67.22 |
|
| Analog Devices (ADI) | 0.1 | $201k | NEW | 741.00 | 271.20 |
|
| AES Corporation (AES) | 0.1 | $201k | 14k | 14.34 |
|
Past Filings by Everpar Advisors
SEC 13F filings are viewable for Everpar Advisors going back to 2023
- Everpar Advisors 2025 Q4 filed Jan. 7, 2026
- Everpar Advisors 2025 Q3 filed Oct. 17, 2025
- Everpar Advisors 2025 Q2 filed July 8, 2025
- Everpar Advisors 2025 Q1 filed April 16, 2025
- Everpar Advisors 2024 Q4 filed Jan. 15, 2025
- 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