Everpar Advisors
Latest statistics and disclosures from Everpar Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, MSFT, NVDA, JPM, AAPL, and represent 21.64% of Everpar Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, RTX, AAPL, NVDA, CGDV, BSCU, BSCQ, BSCR, BSCS, BSCT.
- Started 24 new stock positions in MU, SNA, CDNS, ELV, HOOD, FAST, ORLY, ALNY, VOO, IWD. ITT, ULS, CMI, B, EL, PFE, LRCX, APP, INSM, TMUS, ASML, CBRE, SLB, WEC.
- Reduced shares in these 10 stocks: , CHH, CI, NFLX, , FDS, HON, PAYX, CARR, .
- Sold out of its positions in ABNB, ANSS, CI, CARR, CHE, CHH, FDS, FPE, HON, KMI. PAYX, SITE, TRU, ZTS.
- Everpar Advisors was a net buyer of stock by $18M.
- Everpar Advisors has $253M in assets under management (AUM), dropping by 14.92%.
- Central Index Key (CIK): 0002010410
Tip: Access up to 7 years of quarterly data
Positions held by Everpar Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Everpar Advisors
Everpar Advisors holds 276 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.9 | $12M | +25% | 19k | 669.30 |
|
| Microsoft Corporation (MSFT) | 4.4 | $11M | +5% | 22k | 517.95 |
|
| NVIDIA Corporation (NVDA) | 4.4 | $11M | +9% | 60k | 186.58 |
|
| JPMorgan Chase & Co. (JPM) | 4.1 | $10M | 33k | 315.43 |
|
|
| Apple (AAPL) | 3.8 | $9.6M | +12% | 38k | 254.63 |
|
| Amazon (AMZN) | 2.1 | $5.3M | +6% | 24k | 219.57 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 2.1 | $5.3M | +14% | 121k | 43.92 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.9 | $4.8M | +16% | 115k | 42.03 |
|
| Broadcom (AVGO) | 1.8 | $4.5M | +5% | 14k | 329.91 |
|
| Meta Platforms Cl A (META) | 1.7 | $4.4M | -3% | 6.0k | 734.38 |
|
| Tesla Motors (TSLA) | 1.7 | $4.2M | +4% | 9.5k | 444.74 |
|
| Oneok (OKE) | 1.7 | $4.2M | +14% | 58k | 72.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.6 | $3.9M | +15% | 60k | 65.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $3.5M | +8% | 14k | 243.54 |
|
| Tyson Foods Cl A (TSN) | 1.4 | $3.5M | 64k | 54.30 |
|
|
| Oracle Corporation (ORCL) | 1.3 | $3.4M | 12k | 281.24 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.0M | +15% | 12k | 243.11 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $2.8M | +22% | 14k | 194.50 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $2.4M | +100% | 14k | 167.33 |
|
| Wal-Mart Stores (WMT) | 0.9 | $2.4M | +3% | 23k | 103.06 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.2M | +4% | 3.3k | 666.13 |
|
| Johnson & Johnson (JNJ) | 0.8 | $2.1M | +6% | 11k | 185.43 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $2.1M | +22% | 2.7k | 763.00 |
|
| Chevron Corporation (CVX) | 0.8 | $2.0M | +8% | 13k | 155.29 |
|
| Netflix (NFLX) | 0.8 | $2.0M | -12% | 1.6k | 1198.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $1.7M | 3.1k | 568.81 |
|
|
| Cisco Systems (CSCO) | 0.7 | $1.7M | +4% | 25k | 68.42 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.7M | +13% | 15k | 112.75 |
|
| Sherwin-Williams Company (SHW) | 0.6 | $1.6M | -2% | 4.6k | 346.26 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.6 | $1.6M | +24% | 35k | 44.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | 4.7k | 328.17 |
|
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.6 | $1.5M | 79k | 19.17 |
|
|
| American Electric Power Company (AEP) | 0.5 | $1.3M | +2% | 12k | 112.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.3M | +28% | 2.6k | 502.74 |
|
| Visa Com Cl A (V) | 0.5 | $1.3M | +2% | 3.8k | 341.38 |
|
| Abbvie (ABBV) | 0.5 | $1.3M | +12% | 5.4k | 231.54 |
|
| W.W. Grainger (GWW) | 0.5 | $1.2M | 1.3k | 952.96 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.5 | $1.2M | +120% | 73k | 16.90 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $1.2M | +120% | 65k | 18.81 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.5 | $1.2M | +121% | 59k | 20.57 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $1.2M | +122% | 62k | 19.71 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $1.2M | +123% | 62k | 19.56 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.5 | $1.2M | +121% | 56k | 20.69 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.5 | $1.1M | +125% | 69k | 16.68 |
|
| Home Depot (HD) | 0.4 | $1.1M | +6% | 2.8k | 405.24 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.1M | +3% | 9.3k | 120.72 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $1.1M | 16k | 68.81 |
|
|
| Coca-Cola Company (KO) | 0.4 | $1.0M | 16k | 66.32 |
|
|
| Arista Networks Com Shs (ANET) | 0.4 | $946k | +4% | 6.5k | 145.71 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $938k | 5.1k | 182.42 |
|
|
| Boeing Company (BA) | 0.4 | $938k | +8% | 4.3k | 215.83 |
|
| ConocoPhillips (COP) | 0.4 | $927k | -5% | 9.8k | 94.59 |
|
| TJX Companies (TJX) | 0.4 | $926k | -2% | 6.4k | 144.54 |
|
| Norfolk Southern (NSC) | 0.4 | $921k | 3.1k | 300.41 |
|
|
| Uber Technologies (UBER) | 0.4 | $915k | -3% | 9.3k | 97.97 |
|
| Williams Companies (WMB) | 0.4 | $909k | 14k | 63.35 |
|
|
| Parker-Hannifin Corporation (PH) | 0.4 | $908k | -3% | 1.2k | 758.15 |
|
| Procter & Gamble Company (PG) | 0.4 | $908k | -5% | 5.9k | 153.65 |
|
| Bank of America Corporation (BAC) | 0.4 | $902k | 18k | 51.59 |
|
|
| Qualcomm (QCOM) | 0.4 | $899k | -8% | 5.4k | 166.36 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $882k | +34% | 4.5k | 195.88 |
|
| Teledyne Technologies Incorporated (TDY) | 0.3 | $841k | -3% | 1.4k | 586.04 |
|
| Merck & Co (MRK) | 0.3 | $833k | -3% | 9.9k | 83.93 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $828k | 11k | 76.62 |
|
|
| Lowe's Companies (LOW) | 0.3 | $825k | -3% | 3.3k | 251.31 |
|
| McDonald's Corporation (MCD) | 0.3 | $821k | +5% | 2.7k | 303.93 |
|
| Wells Fargo & Company (WFC) | 0.3 | $818k | +15% | 9.8k | 83.82 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $812k | 1.7k | 479.50 |
|
|
| Verizon Communications (VZ) | 0.3 | $790k | -7% | 18k | 43.95 |
|
| Eaton Corp SHS (ETN) | 0.3 | $788k | 2.1k | 374.25 |
|
|
| Capital One Financial (COF) | 0.3 | $776k | +2% | 3.6k | 212.58 |
|
| PNC Financial Services (PNC) | 0.3 | $764k | +4% | 3.8k | 200.96 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.3 | $764k | +5% | 13k | 59.20 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $758k | -3% | 12k | 62.47 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $754k | 2.5k | 307.86 |
|
|
| Booking Holdings (BKNG) | 0.3 | $751k | 139.00 | 5399.27 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $736k | 4.3k | 170.85 |
|
|
| Caterpillar (CAT) | 0.3 | $729k | -4% | 1.5k | 477.15 |
|
| Phillips 66 (PSX) | 0.3 | $729k | 5.4k | 136.02 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $707k | 3.8k | 186.49 |
|
|
| Philip Morris International (PM) | 0.3 | $704k | 4.3k | 162.20 |
|
|
| Corning Incorporated (GLW) | 0.3 | $699k | -3% | 8.5k | 82.03 |
|
| Ge Aerospace Com New (GE) | 0.3 | $690k | +9% | 2.3k | 300.82 |
|
| Applied Materials (AMAT) | 0.3 | $688k | 3.4k | 204.74 |
|
|
| Lpl Financial Holdings (LPLA) | 0.3 | $681k | -7% | 2.0k | 332.69 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $679k | -6% | 26k | 26.07 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $672k | 17k | 39.54 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $671k | 2.6k | 260.76 |
|
|
| General Dynamics Corporation (GD) | 0.3 | $644k | 1.9k | 341.00 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $631k | +36% | 3.1k | 206.51 |
|
| Palo Alto Networks (PANW) | 0.2 | $624k | 3.1k | 203.62 |
|
|
| Atmos Energy Corporation (ATO) | 0.2 | $620k | -2% | 3.6k | 170.75 |
|
| Intuit (INTU) | 0.2 | $618k | 905.00 | 682.91 |
|
|
| Walt Disney Company (DIS) | 0.2 | $614k | +3% | 5.4k | 114.50 |
|
| One Gas (OGS) | 0.2 | $614k | 7.6k | 80.94 |
|
|
| Medtronic SHS (MDT) | 0.2 | $613k | 6.4k | 95.24 |
|
|
| Goldman Sachs (GS) | 0.2 | $602k | 756.00 | 796.35 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $598k | 4.5k | 133.94 |
|
|
| Corteva (CTVA) | 0.2 | $597k | -3% | 8.8k | 67.63 |
|
| Amgen (AMGN) | 0.2 | $595k | -10% | 2.1k | 282.20 |
|
| Rollins (ROL) | 0.2 | $593k | -2% | 10k | 58.74 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $592k | 640.00 | 925.63 |
|
|
| Us Bancorp Del Com New (USB) | 0.2 | $589k | -2% | 12k | 48.33 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $562k | +4% | 4.5k | 125.96 |
|
| International Business Machines (IBM) | 0.2 | $555k | +12% | 2.0k | 282.16 |
|
| At&t (T) | 0.2 | $551k | +19% | 20k | 28.24 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.2 | $550k | -3% | 12k | 47.03 |
|
| American Intl Group Com New (AIG) | 0.2 | $543k | -13% | 6.9k | 78.54 |
|
| UnitedHealth (UNH) | 0.2 | $543k | +34% | 1.6k | 345.30 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $540k | -2% | 7.0k | 76.72 |
|
| Bentley Sys Com Cl B (BSY) | 0.2 | $540k | -3% | 11k | 51.48 |
|
| Citigroup Com New (C) | 0.2 | $539k | -2% | 5.3k | 101.50 |
|
| Allstate Corporation (ALL) | 0.2 | $535k | 2.5k | 214.65 |
|
|
| Allegion Ord Shs (ALLE) | 0.2 | $535k | 3.0k | 177.35 |
|
|
| Pepsi (PEP) | 0.2 | $531k | +36% | 3.8k | 140.44 |
|
| Ecolab (ECL) | 0.2 | $528k | -2% | 1.9k | 273.86 |
|
| Ameriprise Financial (AMP) | 0.2 | $518k | -6% | 1.1k | 491.25 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $516k | 4.1k | 126.04 |
|
|
| Martin Marietta Materials (MLM) | 0.2 | $508k | 806.00 | 630.28 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $505k | -6% | 1.0k | 490.38 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $503k | 673.00 | 746.63 |
|
|
| Technipfmc (FTI) | 0.2 | $499k | -20% | 13k | 39.45 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $494k | -8% | 17k | 28.79 |
|
| Automatic Data Processing (ADP) | 0.2 | $490k | -2% | 1.7k | 293.50 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $481k | +28% | 991.00 | 485.02 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $469k | +3% | 1.8k | 256.47 |
|
| salesforce (CRM) | 0.2 | $465k | +9% | 2.0k | 237.00 |
|
| Morgan Stanley Com New (MS) | 0.2 | $463k | 2.9k | 158.96 |
|
|
| Amphenol Corp Cl A (APH) | 0.2 | $460k | 3.7k | 123.75 |
|
|
| Lennox International (LII) | 0.2 | $457k | -16% | 864.00 | 529.36 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $455k | -4% | 3.1k | 148.61 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $454k | -19% | 1.0k | 447.23 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $450k | -6% | 22k | 20.93 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $447k | +39% | 3.6k | 122.46 |
|
| Xcel Energy (XEL) | 0.2 | $442k | 5.5k | 80.65 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $436k | +11% | 10k | 42.37 |
|
| Synopsys (SNPS) | 0.2 | $436k | +8% | 883.00 | 493.39 |
|
| Ge Vernova (GEV) | 0.2 | $433k | -28% | 704.00 | 614.90 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $432k | +4% | 8.2k | 52.82 |
|
| Progressive Corporation (PGR) | 0.2 | $423k | -4% | 1.7k | 246.95 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $422k | -15% | 9.4k | 45.10 |
|
| Equifax (EFX) | 0.2 | $413k | -4% | 1.6k | 256.53 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $405k | -6% | 25k | 15.94 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.2 | $404k | -12% | 25k | 16.08 |
|
| Nextera Energy (NEE) | 0.2 | $403k | +4% | 5.3k | 75.49 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $403k | -2% | 2.2k | 183.73 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.2 | $403k | -4% | 1.4k | 297.16 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $402k | +41% | 5.9k | 68.08 |
|
| Pool Corporation (POOL) | 0.2 | $402k | -11% | 1.3k | 310.07 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $395k | 1.4k | 279.29 |
|
|
| Marathon Petroleum Corp (MPC) | 0.2 | $392k | -6% | 2.0k | 192.74 |
|
| Union Pacific Corporation (UNP) | 0.2 | $388k | +12% | 1.6k | 236.37 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $386k | -7% | 1.6k | 238.17 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $386k | -15% | 1.1k | 352.75 |
|
| Altria (MO) | 0.2 | $384k | 5.8k | 66.06 |
|
|
| Yum! Brands (YUM) | 0.2 | $384k | +6% | 2.5k | 152.00 |
|
| Blackrock (BLK) | 0.2 | $384k | +5% | 329.00 | 1165.87 |
|
| Gilead Sciences (GILD) | 0.2 | $383k | +14% | 3.5k | 111.00 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $379k | 5.0k | 75.39 |
|
|
| Doordash Cl A (DASH) | 0.1 | $379k | -2% | 1.4k | 271.99 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $374k | +33% | 750.00 | 499.21 |
|
| Watsco, Incorporated (WSO) | 0.1 | $373k | 922.00 | 404.30 |
|
|
| Sempra Energy (SRE) | 0.1 | $371k | 4.1k | 89.98 |
|
|
| Quanta Services (PWR) | 0.1 | $366k | -9% | 883.00 | 414.42 |
|
| Cme (CME) | 0.1 | $365k | -6% | 1.4k | 270.19 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $364k | -6% | 3.9k | 93.25 |
|
| Intel Corporation (INTC) | 0.1 | $363k | +4% | 11k | 33.55 |
|
| 3M Company (MMM) | 0.1 | $360k | -2% | 2.3k | 155.18 |
|
| Nordson Corporation (NDSN) | 0.1 | $359k | -9% | 1.6k | 226.95 |
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $359k | 17k | 21.67 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $359k | -5% | 850.00 | 421.96 |
|
| Emerson Electric (EMR) | 0.1 | $349k | 2.7k | 131.18 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $347k | +34% | 2.1k | 161.79 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $347k | +19% | 617.00 | 562.27 |
|
| American Tower Reit (AMT) | 0.1 | $344k | -12% | 1.8k | 192.32 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $340k | -2% | 1.1k | 323.58 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $340k | -7% | 227.00 | 1496.53 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $339k | NEW | 2.4k | 143.18 |
|
| Vistra Energy (VST) | 0.1 | $338k | +35% | 1.7k | 195.92 |
|
| Intercontinental Exchange (ICE) | 0.1 | $334k | -8% | 2.0k | 168.48 |
|
| RPM International (RPM) | 0.1 | $333k | -4% | 2.8k | 117.88 |
|
| Autodesk (ADSK) | 0.1 | $331k | -3% | 1.0k | 317.67 |
|
| Linde SHS (LIN) | 0.1 | $330k | +5% | 695.00 | 475.00 |
|
| Chubb (CB) | 0.1 | $328k | +13% | 1.2k | 282.25 |
|
| American Express Company (AXP) | 0.1 | $328k | +7% | 986.00 | 332.16 |
|
| McKesson Corporation (MCK) | 0.1 | $327k | -13% | 423.00 | 772.54 |
|
| Travelers Companies (TRV) | 0.1 | $326k | +5% | 1.2k | 279.22 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $324k | -24% | 1.6k | 201.53 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $324k | -5% | 2.5k | 128.40 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $322k | +23% | 2.6k | 123.75 |
|
| AmerisourceBergen (COR) | 0.1 | $321k | -5% | 1.0k | 312.53 |
|
| Micron Technology (MU) | 0.1 | $320k | NEW | 1.9k | 167.32 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $319k | +2% | 3.3k | 95.48 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $315k | -27% | 2.1k | 148.93 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $314k | -9% | 1.1k | 287.06 |
|
| Air Products & Chemicals (APD) | 0.1 | $313k | -15% | 1.1k | 272.72 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $312k | NEW | 9.1k | 34.37 |
|
| Servicenow (NOW) | 0.1 | $311k | +4% | 338.00 | 920.28 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $310k | +42% | 2.3k | 134.67 |
|
| Deere & Company (DE) | 0.1 | $309k | -18% | 675.00 | 457.26 |
|
| Thor Industries (THO) | 0.1 | $303k | -4% | 2.9k | 103.69 |
|
| Cullen/Frost Bankers (CFR) | 0.1 | $303k | -7% | 2.4k | 126.77 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $301k | -21% | 1.2k | 246.60 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $301k | +34% | 3.2k | 95.14 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $298k | 1.2k | 258.36 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $296k | +17% | 832.00 | 355.47 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $295k | -4% | 753.00 | 391.64 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $293k | -2% | 9.3k | 31.42 |
|
| Cooper Cos (COO) | 0.1 | $293k | -19% | 4.3k | 68.56 |
|
| Centene Corporation (CNC) | 0.1 | $292k | +39% | 8.2k | 35.68 |
|
| Monster Beverage Corp (MNST) | 0.1 | $286k | 4.2k | 67.31 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $285k | +2% | 1.3k | 219.53 |
|
| Stryker Corporation (SYK) | 0.1 | $282k | -3% | 762.00 | 369.67 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $280k | -14% | 4.7k | 59.69 |
|
| Microchip Technology (MCHP) | 0.1 | $275k | -8% | 4.3k | 64.22 |
|
| MetLife (MET) | 0.1 | $274k | -3% | 3.3k | 82.37 |
|
| Nike CL B (NKE) | 0.1 | $272k | +4% | 3.9k | 69.72 |
|
| AutoZone (AZO) | 0.1 | $270k | 63.00 | 4290.24 |
|
|
| Universal Display Corporation (OLED) | 0.1 | $268k | -22% | 1.9k | 143.63 |
|
| Pfizer (PFE) | 0.1 | $267k | NEW | 11k | 25.48 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $267k | -21% | 2.5k | 108.57 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $267k | -9% | 6.8k | 39.22 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $266k | NEW | 583.00 | 456.00 |
|
| Iqvia Holdings (IQV) | 0.1 | $265k | 1.4k | 189.94 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $265k | 435.00 | 609.32 |
|
|
| CSX Corporation (CSX) | 0.1 | $264k | 7.4k | 35.51 |
|
|
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $262k | NEW | 3.7k | 70.86 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $261k | -20% | 11k | 23.65 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $261k | 11k | 24.70 |
|
|
| Anthem (ELV) | 0.1 | $255k | NEW | 789.00 | 323.12 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $252k | 859.00 | 293.74 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $251k | 1.1k | 225.55 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $251k | 1.3k | 196.23 |
|
|
| Bok Finl Corp Com New (BOKF) | 0.1 | $249k | 2.2k | 111.44 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $248k | 3.3k | 74.37 |
|
|
| Flutter Entmt SHS (FLUT) | 0.1 | $247k | +7% | 972.00 | 254.00 |
|
| Saia (SAIA) | 0.1 | $245k | -9% | 818.00 | 299.36 |
|
| Danaher Corporation (DHR) | 0.1 | $244k | -24% | 1.2k | 198.26 |
|
| Realty Income (O) | 0.1 | $243k | +12% | 4.0k | 60.79 |
|
| Starbucks Corporation (SBUX) | 0.1 | $243k | 2.9k | 84.60 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $243k | NEW | 1.2k | 203.56 |
|
| Flex Ord (FLEX) | 0.1 | $242k | -6% | 4.2k | 57.97 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $241k | NEW | 1.8k | 133.90 |
|
| American Water Works (AWK) | 0.1 | $241k | -20% | 1.7k | 139.19 |
|
| Moody's Corporation (MCO) | 0.1 | $238k | -16% | 500.00 | 476.48 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $236k | -11% | 1.2k | 203.04 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $236k | NEW | 1.5k | 157.56 |
|
| Wec Energy Group (WEC) | 0.1 | $233k | NEW | 2.0k | 114.59 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $231k | -11% | 331.00 | 698.00 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $230k | -15% | 4.1k | 56.75 |
|
| Oshkosh Corporation (OSK) | 0.1 | $229k | -3% | 1.8k | 129.70 |
|
| Cadence Design Systems (CDNS) | 0.1 | $228k | NEW | 649.00 | 351.26 |
|
| Cummins (CMI) | 0.1 | $226k | NEW | 535.00 | 422.37 |
|
| Natera (NTRA) | 0.1 | $226k | -8% | 1.4k | 160.97 |
|
| Ametek (AME) | 0.1 | $225k | -2% | 1.2k | 188.00 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $223k | 4.0k | 55.49 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $223k | NEW | 643.00 | 346.53 |
|
| Alcon Ord Shs (ALC) | 0.1 | $222k | -10% | 3.0k | 74.51 |
|
| Fastenal Company (FAST) | 0.1 | $221k | NEW | 4.5k | 49.04 |
|
| Itt (ITT) | 0.1 | $216k | NEW | 1.2k | 178.76 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $216k | +2% | 7.5k | 28.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $215k | NEW | 352.00 | 612.05 |
|
| O'reilly Automotive (ORLY) | 0.1 | $213k | NEW | 2.0k | 107.81 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $209k | NEW | 1.5k | 144.01 |
|
| EOG Resources (EOG) | 0.1 | $209k | 1.9k | 112.12 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $208k | NEW | 6.3k | 32.77 |
|
| ON Semiconductor (ON) | 0.1 | $206k | -7% | 4.2k | 49.31 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $204k | NEW | 211.00 | 968.09 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $203k | NEW | 282.00 | 718.54 |
|
| Metropcs Communications (TMUS) | 0.1 | $203k | NEW | 846.00 | 239.38 |
|
| Paypal Holdings (PYPL) | 0.1 | $202k | +9% | 3.0k | 67.06 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $201k | NEW | 2.3k | 88.12 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $201k | 2.0k | 100.69 |
|
|
| PG&E Corporation (PCG) | 0.1 | $190k | -14% | 13k | 15.08 |
|
| AES Corporation (AES) | 0.1 | $181k | -14% | 14k | 13.16 |
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.1 | $138k | 23k | 6.00 |
|
Past Filings by Everpar Advisors
SEC 13F filings are viewable for Everpar Advisors going back to 2023
- 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