Everpar Advisors
Latest statistics and disclosures from Everpar Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, JPM, NVDA, OKE, and represent 18.13% of Everpar Advisors's stock portfolio.
- Added to shares of these 10 stocks: Arista Networks, IWD, SPY, AAPL, HDV, SONY, IWF, AMZN, OLLI, IVV.
- Started 28 new stock positions in PLTR, Arista Networks, OLLI, HUBS, COR, CDNS, TEAM, TTWO, SAP, BSCS.
- Reduced shares in these 10 stocks: ANET, OCSL, AMD, , FICO, , ON, CVS, CGGO, UNH.
- Sold out of its positions in AMD, ANET, GOLD, BlackRock, BAH, CVS, CGGO, CARR, DHI, DUK. HUBB, HUM, ITT, INTC, NEM, NOC, ON, PLD, O, ROP, Southwestern Energy Company, URI, OLED, TEL.
- Everpar Advisors was a net buyer of stock by $2.4M.
- Everpar Advisors has $198M in assets under management (AUM), dropping by 2.58%.
- Central Index Key (CIK): 0002010410
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Portfolio Holdings for Everpar Advisors
Everpar Advisors holds 263 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $8.3M | +6% | 33k | 250.42 |
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| Microsoft Corporation (MSFT) | 4.0 | $8.0M | 19k | 421.50 |
|
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| JPMorgan Chase & Co. (JPM) | 3.9 | $7.8M | 32k | 239.71 |
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| NVIDIA Corporation (NVDA) | 3.4 | $6.8M | +2% | 51k | 134.29 |
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| Oneok (OKE) | 2.6 | $5.1M | 51k | 100.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $4.9M | +6% | 8.3k | 588.68 |
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| Amazon (AMZN) | 2.4 | $4.8M | +7% | 22k | 219.39 |
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| Tyson Foods Cl A (TSN) | 1.8 | $3.6M | 63k | 57.44 |
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| Meta Platforms Cl A (META) | 1.8 | $3.6M | 6.2k | 585.51 |
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| Tesla Motors (TSLA) | 1.8 | $3.6M | +9% | 8.9k | 403.84 |
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| Broadcom (AVGO) | 1.6 | $3.3M | -2% | 14k | 231.84 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 1.3 | $2.6M | 70k | 37.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.6M | 14k | 190.44 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.2 | $2.3M | +4% | 66k | 35.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.3M | +29% | 3.9k | 586.08 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $2.2M | +5% | 36k | 62.31 |
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| Eli Lilly & Co. (LLY) | 1.0 | $2.1M | 2.7k | 772.00 |
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| Oracle Corporation (ORCL) | 1.0 | $2.0M | 12k | 166.64 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.9M | +12% | 9.9k | 189.30 |
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| Chevron Corporation (CVX) | 0.9 | $1.8M | -6% | 13k | 144.84 |
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| Wal-Mart Stores (WMT) | 0.9 | $1.8M | 20k | 90.35 |
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| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.9 | $1.7M | 79k | 22.18 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $1.7M | 3.2k | 526.57 |
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| Sherwin-Williams Company (SHW) | 0.8 | $1.6M | 4.7k | 339.93 |
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| Netflix (NFLX) | 0.8 | $1.6M | 1.8k | 891.32 |
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| Cisco Systems (CSCO) | 0.7 | $1.5M | -3% | 25k | 59.20 |
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| W.W. Grainger (GWW) | 0.7 | $1.4M | 1.3k | 1054.05 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.4M | -13% | 13k | 107.57 |
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| Merck & Co (MRK) | 0.7 | $1.4M | -3% | 14k | 99.48 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.3M | 9.3k | 144.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 4.3k | 289.81 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.6 | $1.2M | +7% | 6.7k | 178.08 |
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| Procter & Gamble Company (PG) | 0.6 | $1.1M | 6.5k | 167.65 |
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| American Electric Power Company (AEP) | 0.5 | $1.1M | +11% | 12k | 92.23 |
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| Coca-Cola Company (KO) | 0.5 | $1.0M | -2% | 17k | 62.26 |
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| Visa Com Cl A (V) | 0.5 | $1.0M | 3.2k | 316.04 |
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| Home Depot (HD) | 0.5 | $992k | +4% | 2.6k | 388.99 |
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| Qualcomm (QCOM) | 0.5 | $971k | -8% | 6.3k | 153.62 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.5 | $946k | +4% | 29k | 32.31 |
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| TJX Companies (TJX) | 0.5 | $941k | 7.8k | 120.81 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.5 | $936k | +3% | 5.3k | 176.67 |
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| Lennox International (LII) | 0.5 | $904k | -5% | 1.5k | 609.30 |
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| Lowe's Companies (LOW) | 0.5 | $901k | 3.6k | 246.80 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $891k | 7.7k | 115.72 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $852k | 1.3k | 636.03 |
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| PNC Financial Services (PNC) | 0.4 | $846k | 4.4k | 192.85 |
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| Arista Networks Com Shs | 0.4 | $837k | NEW | 7.6k | 110.53 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $837k | 4.9k | 172.42 |
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| Abbvie (ABBV) | 0.4 | $819k | -3% | 4.6k | 177.70 |
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| Williams Companies (WMB) | 0.4 | $810k | -17% | 15k | 54.12 |
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| Boeing Company (BA) | 0.4 | $809k | +15% | 4.6k | 177.00 |
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| Lpl Financial Holdings (LPLA) | 0.4 | $794k | 2.4k | 326.51 |
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| Eaton Corp SHS (ETN) | 0.4 | $786k | 2.4k | 331.87 |
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| McDonald's Corporation (MCD) | 0.4 | $761k | 2.6k | 289.89 |
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| Bank of America Corporation (BAC) | 0.4 | $744k | 17k | 43.95 |
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| Cooper Cos (COO) | 0.4 | $740k | -3% | 8.1k | 91.93 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $705k | -2% | 1.4k | 521.96 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $705k | -10% | 12k | 59.73 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.4 | $697k | +9% | 16k | 43.72 |
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| W.R. Berkley Corporation (WRB) | 0.4 | $697k | 12k | 58.52 |
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| Illinois Tool Works (ITW) | 0.4 | $697k | +2% | 2.7k | 253.56 |
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| Bristol Myers Squibb (BMY) | 0.3 | $687k | +8% | 12k | 56.56 |
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| Ameriprise Financial (AMP) | 0.3 | $685k | 1.3k | 532.43 |
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| Teledyne Technologies Incorporated (TDY) | 0.3 | $684k | +3% | 1.5k | 464.13 |
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| Booking Holdings (BKNG) | 0.3 | $681k | 137.00 | 4968.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $675k | -10% | 4.0k | 169.30 |
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| Norfolk Southern (NSC) | 0.3 | $673k | 2.9k | 234.70 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $671k | 1.7k | 386.22 |
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| Teradyne (TER) | 0.3 | $668k | -17% | 5.3k | 125.92 |
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| Corteva (CTVA) | 0.3 | $666k | +5% | 12k | 56.96 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $661k | 2.5k | 269.70 |
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| salesforce (CRM) | 0.3 | $654k | +11% | 2.0k | 334.33 |
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| Us Bancorp Del Com New (USB) | 0.3 | $654k | -3% | 14k | 47.83 |
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| Verizon Communications (VZ) | 0.3 | $651k | -22% | 16k | 39.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $626k | +12% | 1.4k | 453.28 |
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| Palo Alto Networks (PANW) | 0.3 | $623k | +97% | 3.4k | 181.96 |
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| Caterpillar (CAT) | 0.3 | $609k | +12% | 1.7k | 362.76 |
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| Pool Corporation (POOL) | 0.3 | $606k | 1.8k | 340.94 |
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| Capital One Financial (COF) | 0.3 | $596k | 3.3k | 178.32 |
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| Jack Henry & Associates (JKHY) | 0.3 | $596k | 3.4k | 175.30 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $584k | 17k | 34.97 |
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| Automatic Data Processing (ADP) | 0.3 | $576k | +3% | 2.0k | 292.73 |
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| American Intl Group Com New (AIG) | 0.3 | $573k | -2% | 7.9k | 72.80 |
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| Bentley Sys Com Cl B (BSY) | 0.3 | $573k | -4% | 12k | 46.70 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $573k | 5.6k | 101.53 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $569k | NEW | 3.1k | 185.13 |
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| Walt Disney Company (DIS) | 0.3 | $568k | +7% | 5.1k | 111.35 |
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| Constellation Brands Cl A (STZ) | 0.3 | $566k | -11% | 2.6k | 221.00 |
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| Lennar Corp Cl A (LEN) | 0.3 | $548k | 4.0k | 136.37 |
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| Philip Morris International (PM) | 0.3 | $542k | +3% | 4.5k | 120.35 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.3 | $540k | 15k | 37.30 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $539k | -16% | 1.2k | 444.68 |
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| Amgen (AMGN) | 0.3 | $537k | -7% | 2.1k | 260.64 |
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| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.3 | $537k | +36% | 26k | 20.66 |
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| Atmos Energy Corporation (ATO) | 0.3 | $535k | +6% | 3.8k | 139.27 |
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| Aspen Technology (AZPN) | 0.3 | $534k | 2.1k | 249.63 |
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| Technipfmc (FTI) | 0.3 | $530k | -8% | 18k | 28.94 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $527k | 2.8k | 187.51 |
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| One Gas (OGS) | 0.3 | $527k | 7.6k | 69.25 |
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| Fair Isaac Corporation (FICO) | 0.3 | $520k | -36% | 261.00 | 1990.93 |
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| Medtronic SHS (MDT) | 0.3 | $513k | +3% | 6.4k | 79.88 |
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| Progressive Corporation (PGR) | 0.3 | $513k | -9% | 2.1k | 239.61 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $513k | -3% | 1.2k | 410.44 |
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| Ecolab (ECL) | 0.3 | $512k | 2.2k | 234.32 |
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| Honeywell International (HON) | 0.3 | $511k | 2.3k | 225.89 |
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| Costco Wholesale Corporation (COST) | 0.3 | $509k | +2% | 555.00 | 916.27 |
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| Wells Fargo & Company (WFC) | 0.3 | $506k | -9% | 7.2k | 70.24 |
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| Goldman Sachs (GS) | 0.2 | $495k | 865.00 | 572.62 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $493k | 7.5k | 65.52 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $489k | 23k | 21.07 |
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| Ansys (ANSS) | 0.2 | $486k | +3% | 1.4k | 337.33 |
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| General Dynamics Corporation (GD) | 0.2 | $486k | -5% | 1.8k | 263.49 |
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| Watsco, Incorporated (WSO) | 0.2 | $482k | 1.0k | 473.89 |
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| Equifax (EFX) | 0.2 | $475k | 1.9k | 254.85 |
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| Corning Incorporated (GLW) | 0.2 | $475k | 10k | 47.52 |
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| Intuit (INTU) | 0.2 | $471k | -15% | 750.00 | 628.50 |
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| Allstate Corporation (ALL) | 0.2 | $466k | 2.4k | 192.79 |
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| Broadridge Financial Solutions (BR) | 0.2 | $465k | 2.1k | 226.09 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $464k | 2.2k | 212.41 |
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| Rollins (ROL) | 0.2 | $463k | 10k | 46.35 |
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| Centene Corporation (CNC) | 0.2 | $462k | +51% | 7.6k | 60.58 |
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| Pepsi (PEP) | 0.2 | $461k | -20% | 3.0k | 152.06 |
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| Sempra Energy (SRE) | 0.2 | $459k | -6% | 5.2k | 87.72 |
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| Phillips 66 (PSX) | 0.2 | $456k | +2% | 4.0k | 113.93 |
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| Martin Marietta Materials (MLM) | 0.2 | $443k | -6% | 857.00 | 516.50 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $442k | +405% | 21k | 21.16 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $440k | +11% | 1.3k | 351.79 |
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| Danaher Corporation (DHR) | 0.2 | $437k | 1.9k | 229.55 |
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| Saia (SAIA) | 0.2 | $436k | -20% | 956.00 | 455.73 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $433k | 4.8k | 89.35 |
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| Uber Technologies (UBER) | 0.2 | $423k | -7% | 7.0k | 60.32 |
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| Cme (CME) | 0.2 | $415k | +15% | 1.8k | 232.23 |
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| Citigroup Com New (C) | 0.2 | $411k | +9% | 5.8k | 70.39 |
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| Nextera Energy (NEE) | 0.2 | $411k | +2% | 5.7k | 71.69 |
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| RPM International (RPM) | 0.2 | $409k | 3.3k | 123.06 |
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| UnitedHealth (UNH) | 0.2 | $409k | -38% | 808.00 | 505.86 |
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| Applied Materials (AMAT) | 0.2 | $406k | -3% | 2.5k | 162.63 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $398k | NEW | 3.5k | 112.27 |
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| Xcel Energy (XEL) | 0.2 | $397k | +5% | 5.9k | 67.52 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $396k | 637.00 | 621.80 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $395k | -15% | 760.00 | 520.23 |
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| Scotts Miracle-gro Cl A (SMG) | 0.2 | $389k | 5.9k | 66.34 |
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| Shopify Cl A (SHOP) | 0.2 | $383k | +27% | 3.6k | 106.33 |
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| Morgan Stanley Com New (MS) | 0.2 | $381k | +8% | 3.0k | 125.72 |
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| Synopsys (SNPS) | 0.2 | $372k | 767.00 | 485.36 |
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| Choice Hotels International (CHH) | 0.2 | $368k | -5% | 2.6k | 141.98 |
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| Quanta Services (PWR) | 0.2 | $364k | -2% | 1.2k | 316.05 |
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| Cullen/Frost Bankers (CFR) | 0.2 | $363k | +6% | 2.7k | 134.25 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $361k | -3% | 744.00 | 485.61 |
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| Thor Industries (THO) | 0.2 | $360k | -3% | 3.8k | 95.71 |
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| PG&E Corporation (PCG) | 0.2 | $360k | 18k | 20.18 |
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| Charles River Laboratories (CRL) | 0.2 | $359k | 1.9k | 184.60 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $358k | +2% | 14k | 25.54 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $355k | 30k | 11.72 |
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| Trane Technologies SHS (TT) | 0.2 | $355k | -15% | 960.00 | 369.35 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $353k | 6.9k | 51.25 |
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| Starbucks Corporation (SBUX) | 0.2 | $351k | -23% | 3.8k | 91.25 |
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| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.2 | $349k | -15% | 17k | 20.20 |
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| CSX Corporation (CSX) | 0.2 | $348k | -9% | 11k | 32.27 |
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| Paypal Holdings (PYPL) | 0.2 | $348k | +7% | 4.1k | 85.35 |
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| Yum! Brands (YUM) | 0.2 | $347k | 2.6k | 134.16 |
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| Xylem (XYL) | 0.2 | $346k | -4% | 3.0k | 116.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $346k | NEW | 862.00 | 401.58 |
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| Oaktree Specialty Lending Corp (OCSL) | 0.2 | $346k | -60% | 23k | 15.28 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $342k | -19% | 480.00 | 712.33 |
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| Nordson Corporation (NDSN) | 0.2 | $337k | -15% | 1.6k | 209.24 |
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| Abbott Laboratories (ABT) | 0.2 | $335k | +4% | 3.0k | 113.11 |
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| Alcon Ord Shs (ALC) | 0.2 | $328k | 3.9k | 84.89 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $327k | -4% | 8.7k | 37.53 |
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| Union Pacific Corporation (UNP) | 0.2 | $324k | +33% | 1.4k | 228.04 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $319k | NEW | 2.9k | 109.73 |
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| Allegion Ord Shs (ALLE) | 0.2 | $318k | -2% | 2.4k | 130.68 |
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| Emerson Electric (EMR) | 0.2 | $318k | 2.6k | 123.93 |
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| MetLife (MET) | 0.2 | $316k | 3.9k | 81.88 |
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| International Business Machines (IBM) | 0.2 | $314k | 1.4k | 219.83 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $313k | 2.8k | 110.85 |
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| Moody's Corporation (MCO) | 0.2 | $313k | -3% | 661.00 | 473.37 |
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| Kkr & Co (KKR) | 0.2 | $313k | 2.1k | 147.91 |
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| Autodesk (ADSK) | 0.2 | $312k | -3% | 1.1k | 295.57 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $311k | +4% | 1.6k | 190.88 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $309k | +11% | 1.9k | 159.49 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $307k | 2.6k | 117.53 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $307k | +2% | 1.6k | 197.49 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $306k | -25% | 5.6k | 54.50 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $303k | +12% | 1.3k | 229.32 |
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| Blackrock (BLK) | 0.2 | $301k | NEW | 294.00 | 1025.11 |
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| At&t (T) | 0.2 | $299k | +5% | 13k | 22.77 |
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| Iqvia Holdings (IQV) | 0.2 | $298k | -4% | 1.5k | 196.51 |
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| Travelers Companies (TRV) | 0.1 | $296k | +6% | 1.2k | 240.89 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $293k | +17% | 856.00 | 342.16 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $291k | -3% | 3.4k | 86.02 |
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| EOG Resources (EOG) | 0.1 | $283k | -2% | 2.3k | 122.58 |
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| Epam Systems (EPAM) | 0.1 | $283k | -10% | 1.2k | 233.82 |
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| ConocoPhillips (COP) | 0.1 | $281k | -20% | 2.8k | 99.17 |
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| Copart (CPRT) | 0.1 | $276k | +4% | 4.8k | 57.39 |
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| Zoetis Cl A (ZTS) | 0.1 | $276k | +19% | 1.7k | 162.93 |
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| American Tower Reit (AMT) | 0.1 | $273k | -27% | 1.5k | 183.41 |
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| Natera (NTRA) | 0.1 | $272k | -3% | 1.7k | 158.30 |
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| FirstEnergy (FE) | 0.1 | $270k | -8% | 6.8k | 39.78 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $269k | -3% | 667.00 | 402.70 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $268k | NEW | 13k | 20.65 |
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| SYSCO Corporation (SYY) | 0.1 | $267k | +22% | 3.5k | 76.46 |
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| Hubspot (HUBS) | 0.1 | $267k | NEW | 383.00 | 696.77 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $266k | +39% | 16k | 16.37 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $265k | NEW | 13k | 20.13 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $265k | NEW | 14k | 19.48 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $264k | NEW | 14k | 19.43 |
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| Doordash Cl A (DASH) | 0.1 | $263k | 1.6k | 167.75 |
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| American Express Company (AXP) | 0.1 | $263k | -10% | 887.00 | 296.79 |
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| Equity Lifestyle Properties (ELS) | 0.1 | $263k | 4.0k | 66.60 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $263k | +38% | 14k | 18.34 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $262k | -2% | 15k | 17.70 |
|
| FactSet Research Systems (FDS) | 0.1 | $261k | 544.00 | 480.28 |
|
|
| American Water Works (AWK) | 0.1 | $260k | -6% | 2.1k | 124.49 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $259k | NEW | 455.00 | 569.58 |
|
| Exponent (EXPO) | 0.1 | $259k | 2.9k | 89.10 |
|
|
| Transunion (TRU) | 0.1 | $258k | -2% | 2.8k | 92.71 |
|
| Microchip Technology (MCHP) | 0.1 | $257k | -17% | 4.5k | 57.35 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $256k | -2% | 2.5k | 102.09 |
|
| Siteone Landscape Supply (SITE) | 0.1 | $256k | 1.9k | 131.77 |
|
|
| 3M Company (MMM) | 0.1 | $256k | +7% | 2.0k | 129.09 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $255k | 11k | 24.19 |
|
|
| Stryker Corporation (SYK) | 0.1 | $252k | +7% | 701.00 | 360.05 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $252k | 6.6k | 38.08 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $251k | -13% | 1.8k | 139.50 |
|
| Ge Vernova (GEV) | 0.1 | $250k | NEW | 760.00 | 328.93 |
|
| AES Corporation (AES) | 0.1 | $248k | +29% | 19k | 12.87 |
|
| Altria (MO) | 0.1 | $248k | +6% | 4.7k | 52.29 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $248k | NEW | 1.1k | 230.69 |
|
| Ametek (AME) | 0.1 | $247k | 1.4k | 180.26 |
|
|
| Bok Finl Corp Com New (BOKF) | 0.1 | $243k | +2% | 2.3k | 106.45 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $242k | 9.2k | 26.33 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $241k | -32% | 1.6k | 149.01 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $241k | NEW | 3.2k | 75.63 |
|
| Chemed Corp Com Stk (CHE) | 0.1 | $236k | -17% | 445.00 | 529.80 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $235k | NEW | 3.1k | 75.61 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $234k | -19% | 3.9k | 60.50 |
|
| Kinder Morgan (KMI) | 0.1 | $234k | NEW | 8.5k | 27.40 |
|
| AmerisourceBergen (COR) | 0.1 | $229k | NEW | 1.0k | 224.68 |
|
| Monster Beverage Corp (MNST) | 0.1 | $229k | +11% | 4.4k | 52.56 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $227k | +2% | 859.00 | 264.13 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $227k | 3.3k | 69.45 |
|
|
| Cigna Corp (CI) | 0.1 | $225k | -16% | 816.00 | 276.14 |
|
| Ingersoll Rand (IR) | 0.1 | $225k | -6% | 2.5k | 90.46 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $223k | NEW | 1.2k | 184.08 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $222k | NEW | 1.7k | 129.34 |
|
| Garmin SHS (GRMN) | 0.1 | $221k | NEW | 1.1k | 206.26 |
|
| Linde SHS (LIN) | 0.1 | $219k | -12% | 522.00 | 418.67 |
|
| Air Products & Chemicals (APD) | 0.1 | $218k | 752.00 | 290.04 |
|
|
| McKesson Corporation (MCK) | 0.1 | $214k | -8% | 376.00 | 569.91 |
|
| Ge Aerospace Com New (GE) | 0.1 | $213k | +12% | 1.3k | 166.79 |
|
| Servicenow (NOW) | 0.1 | $212k | NEW | 200.00 | 1060.12 |
|
| Chubb (CB) | 0.1 | $211k | +3% | 763.00 | 276.30 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $211k | NEW | 866.00 | 243.38 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $210k | 1.0k | 206.92 |
|
|
| Southwest Airlines (LUV) | 0.1 | $210k | NEW | 6.2k | 33.62 |
|
| Cadence Design Systems (CDNS) | 0.1 | $209k | NEW | 694.00 | 300.46 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $208k | NEW | 13k | 16.05 |
|
| Deere & Company (DE) | 0.1 | $207k | NEW | 488.00 | 423.70 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $206k | NEW | 838.00 | 246.21 |
|
| Nike CL B (NKE) | 0.1 | $204k | +18% | 2.7k | 75.67 |
|
| Oshkosh Corporation (OSK) | 0.1 | $202k | -5% | 2.1k | 95.07 |
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.1 | $115k | 23k | 4.99 |
|
Past Filings by Everpar Advisors
SEC 13F filings are viewable for Everpar Advisors going back to 2023
- 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