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 17.43% of Everpar Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, IJH, COO, WMT, CVX, DIS, CGDV, QUAL, CGGR, AMT.
- Started 15 new stock positions in COO, UNP, OUSM, CME, PYPL, VRTX, DIS, BOKF, AMT, IWF. QUAL, AXP, CGGO, HPS, MCO.
- Reduced shares in these 10 stocks: MSFT, Cooper Companies, QCOM, LOW, AAPL, ANSS, NVDA, MRK, PH, AVGO.
- Sold out of its positions in AES, APD, AWI, BOH, CBRE, CDW, LNG, Cooper Companies, CMI, DRI.
- Everpar Advisors was a net seller of stock by $-68M.
- Everpar Advisors has $165M in assets under management (AUM), dropping by -23.45%.
- Central Index Key (CIK): 0002010410
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Portfolio Holdings for Everpar Advisors
Everpar Advisors holds 232 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.4 | $7.2M | -24% | 17k | 420.72 |
|
| Apple (AAPL) | 4.1 | $6.8M | -13% | 40k | 171.48 |
|
| JPMorgan Chase & Co. (JPM) | 3.8 | $6.3M | -2% | 31k | 200.30 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $4.2M | -18% | 4.7k | 903.56 |
|
| Oneok (OKE) | 2.5 | $4.2M | -6% | 52k | 80.17 |
|
| Tyson Foods Cl A (TSN) | 2.2 | $3.7M | 63k | 58.73 |
|
|
| Amazon (AMZN) | 2.0 | $3.2M | -14% | 18k | 180.38 |
|
| Meta Platforms Cl A (META) | 1.5 | $2.5M | -16% | 5.2k | 485.58 |
|
| Chevron Corporation (CVX) | 1.3 | $2.1M | +38% | 13k | 157.74 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $2.0M | -19% | 2.6k | 777.96 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $1.9M | -20% | 3.6k | 523.07 |
|
| Merck & Co (MRK) | 1.1 | $1.8M | -28% | 14k | 131.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $1.8M | +372% | 3.4k | 525.73 |
|
| Broadcom (AVGO) | 1.1 | $1.8M | -29% | 1.3k | 1325.41 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.5M | -29% | 10k | 152.26 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.9 | $1.5M | 79k | 19.46 |
|
|
| Oaktree Specialty Lending Corp (OCSL) | 0.9 | $1.5M | 76k | 19.66 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $1.5M | -24% | 3.1k | 481.57 |
|
| Qualcomm (QCOM) | 0.9 | $1.4M | -43% | 8.4k | 169.30 |
|
| Cisco Systems (CSCO) | 0.8 | $1.4M | -24% | 28k | 49.91 |
|
| W.W. Grainger (GWW) | 0.8 | $1.4M | -2% | 1.3k | 1017.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $1.4M | +532% | 22k | 60.74 |
|
| Tesla Motors (TSLA) | 0.8 | $1.3M | -11% | 7.6k | 175.79 |
|
| Oracle Corporation (ORCL) | 0.8 | $1.3M | +8% | 10k | 125.61 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $1.2M | -32% | 9.4k | 131.37 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.2M | 7.4k | 158.19 |
|
|
| Sherwin-Williams Company (SHW) | 0.7 | $1.1M | -13% | 3.2k | 347.33 |
|
| Lowe's Companies (LOW) | 0.7 | $1.1M | -47% | 4.4k | 254.73 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.1M | +6% | 9.5k | 116.24 |
|
| Wal-Mart Stores (WMT) | 0.7 | $1.1M | +201% | 18k | 60.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.1M | -13% | 7.2k | 150.93 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.6 | $1.1M | +48% | 33k | 31.99 |
|
| Home Depot (HD) | 0.6 | $1.0M | -10% | 2.7k | 383.60 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.6 | $1.0M | +83% | 31k | 32.50 |
|
| Netflix (NFLX) | 0.6 | $1.0M | -2% | 1.7k | 607.33 |
|
| Procter & Gamble Company (PG) | 0.6 | $979k | -39% | 6.0k | 162.25 |
|
| Coca-Cola Company (KO) | 0.6 | $963k | -26% | 16k | 61.18 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $935k | -19% | 9.6k | 97.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $930k | -16% | 13k | 70.00 |
|
| Bank of America Corporation (BAC) | 0.5 | $903k | -31% | 24k | 37.92 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.5 | $873k | 28k | 31.15 |
|
|
| Parker-Hannifin Corporation (PH) | 0.5 | $868k | -46% | 1.6k | 555.79 |
|
| Lennar Corp Cl A (LEN) | 0.5 | $855k | -44% | 5.0k | 171.98 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $844k | -15% | 3.2k | 259.90 |
|
| Cooper Cos (COO) | 0.5 | $844k | NEW | 8.3k | 101.46 |
|
| Constellation Brands Cl A (STZ) | 0.5 | $822k | -22% | 3.0k | 271.76 |
|
| Ansys (ANSS) | 0.5 | $816k | -55% | 2.3k | 347.16 |
|
| Abbvie (ABBV) | 0.5 | $814k | -26% | 4.5k | 182.10 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $805k | -42% | 1.6k | 504.60 |
|
| Lennox International (LII) | 0.5 | $804k | -44% | 1.6k | 488.76 |
|
| W.R. Berkley Corporation (WRB) | 0.5 | $788k | -44% | 8.9k | 88.44 |
|
| Martin Marietta Materials (MLM) | 0.5 | $782k | -47% | 1.3k | 613.94 |
|
| PNC Financial Services (PNC) | 0.5 | $779k | -31% | 4.8k | 161.60 |
|
| Williams Companies (WMB) | 0.5 | $772k | -38% | 20k | 38.97 |
|
| Teledyne Technologies Incorporated (TDY) | 0.5 | $762k | -11% | 1.8k | 429.32 |
|
| TJX Companies (TJX) | 0.5 | $760k | -13% | 7.5k | 101.42 |
|
| Eaton Corp SHS (ETN) | 0.5 | $750k | -18% | 2.4k | 312.68 |
|
| Corteva (CTVA) | 0.5 | $750k | -35% | 13k | 57.67 |
|
| McDonald's Corporation (MCD) | 0.4 | $725k | -18% | 2.6k | 281.95 |
|
| Bentley Sys Com Cl B (BSY) | 0.4 | $721k | -34% | 14k | 52.22 |
|
| Ameriprise Financial (AMP) | 0.4 | $712k | -45% | 1.6k | 438.44 |
|
| Amgen (AMGN) | 0.4 | $709k | -37% | 2.5k | 284.32 |
|
| American Electric Power Company (AEP) | 0.4 | $708k | -23% | 8.2k | 86.10 |
|
| Us Bancorp Del Com New (USB) | 0.4 | $705k | -32% | 16k | 44.70 |
|
| Norfolk Southern (NSC) | 0.4 | $704k | 2.8k | 254.87 |
|
|
| Autodesk (ADSK) | 0.4 | $700k | -33% | 2.7k | 260.42 |
|
| Lpl Financial Holdings (LPLA) | 0.4 | $686k | -44% | 2.6k | 264.20 |
|
| Illinois Tool Works (ITW) | 0.4 | $680k | -10% | 2.5k | 268.33 |
|
| Pool Corporation (POOL) | 0.4 | $667k | -42% | 1.7k | 403.50 |
|
| Saia (SAIA) | 0.4 | $665k | -14% | 1.1k | 585.00 |
|
| Regeneron Pharmaceuticals (REGN) | 0.4 | $663k | -22% | 689.00 | 962.49 |
|
| General Dynamics Corporation (GD) | 0.4 | $649k | -33% | 2.3k | 282.49 |
|
| Microchip Technology (MCHP) | 0.4 | $635k | -42% | 7.1k | 89.71 |
|
| Technipfmc (FTI) | 0.4 | $633k | -48% | 25k | 25.11 |
|
| Charles River Laboratories (CRL) | 0.4 | $626k | -40% | 2.3k | 270.95 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.4 | $620k | +56% | 9.0k | 68.83 |
|
| Jack Henry & Associates (JKHY) | 0.4 | $605k | -35% | 3.5k | 173.73 |
|
| UnitedHealth (UNH) | 0.4 | $597k | -39% | 1.2k | 494.70 |
|
| Visa Com Cl A (V) | 0.4 | $595k | +25% | 2.1k | 279.08 |
|
| Capital One Financial (COF) | 0.4 | $582k | -45% | 3.9k | 148.89 |
|
| Phillips 66 (PSX) | 0.4 | $579k | -48% | 3.5k | 163.34 |
|
| BlackRock (BLK) | 0.3 | $575k | -2% | 690.00 | 833.70 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $567k | -44% | 4.8k | 118.87 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $564k | -55% | 3.1k | 179.11 |
|
| Progressive Corporation (PGR) | 0.3 | $561k | -36% | 2.7k | 206.82 |
|
| Teradyne (TER) | 0.3 | $560k | -42% | 5.0k | 112.83 |
|
| Intuit (INTU) | 0.3 | $543k | -33% | 836.00 | 650.00 |
|
| Nordson Corporation (NDSN) | 0.3 | $543k | -43% | 2.0k | 274.54 |
|
| Verizon Communications (VZ) | 0.3 | $538k | -52% | 13k | 41.96 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $531k | -41% | 1.8k | 301.44 |
|
| Danaher Corporation (DHR) | 0.3 | $529k | -44% | 2.1k | 249.72 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $527k | -19% | 9.7k | 54.23 |
|
| Pepsi (PEP) | 0.3 | $525k | -30% | 3.0k | 175.01 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $524k | -29% | 4.7k | 111.71 |
|
| Walt Disney Company (DIS) | 0.3 | $523k | NEW | 4.3k | 122.36 |
|
| Xylem (XYL) | 0.3 | $521k | -45% | 4.0k | 129.24 |
|
| Applied Materials (AMAT) | 0.3 | $521k | -53% | 2.5k | 206.23 |
|
| Synopsys (SNPS) | 0.3 | $520k | -38% | 909.00 | 571.50 |
|
| Caterpillar (CAT) | 0.3 | $519k | -38% | 1.4k | 366.43 |
|
| Arista Networks (ANET) | 0.3 | $516k | -16% | 1.8k | 289.98 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $516k | -30% | 7.6k | 67.75 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.3 | $514k | -44% | 18k | 27.88 |
|
| Uber Technologies (UBER) | 0.3 | $513k | -29% | 6.7k | 76.99 |
|
| Ecolab (ECL) | 0.3 | $511k | -43% | 2.2k | 230.90 |
|
| Honeywell International (HON) | 0.3 | $511k | -42% | 2.5k | 205.25 |
|
| Medtronic SHS (MDT) | 0.3 | $509k | -11% | 5.8k | 87.15 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.3 | $507k | 16k | 31.16 |
|
|
| Fair Isaac Corporation (FICO) | 0.3 | $497k | -17% | 398.00 | 1249.61 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $497k | -36% | 3.9k | 128.40 |
|
| Equifax (EFX) | 0.3 | $492k | -43% | 1.8k | 267.52 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.3 | $490k | -47% | 5.8k | 83.77 |
|
| RPM International (RPM) | 0.3 | $489k | -46% | 4.1k | 118.95 |
|
| Palo Alto Networks (PANW) | 0.3 | $473k | -48% | 1.7k | 284.13 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.3 | $472k | -30% | 14k | 33.47 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.3 | $471k | -37% | 6.3k | 74.59 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $470k | -13% | 809.00 | 581.21 |
|
| Thor Industries (THO) | 0.3 | $469k | -46% | 4.0k | 117.34 |
|
| Morgan Stanley Com New (MS) | 0.3 | $467k | -48% | 5.0k | 94.16 |
|
| One Gas (OGS) | 0.3 | $466k | -4% | 7.2k | 64.53 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $455k | -38% | 2.8k | 162.86 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $453k | -59% | 2.2k | 201.50 |
|
| salesforce (CRM) | 0.3 | $450k | +33% | 1.5k | 301.18 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $448k | +13% | 2.6k | 174.21 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $444k | -20% | 1.9k | 239.76 |
|
| Watsco, Incorporated (WSO) | 0.3 | $442k | -43% | 1.0k | 431.97 |
|
| Wells Fargo & Company (WFC) | 0.3 | $441k | -58% | 7.6k | 57.96 |
|
| Corning Incorporated (GLW) | 0.3 | $438k | -46% | 13k | 32.96 |
|
| Alcon Ord Shs (ALC) | 0.3 | $438k | -47% | 5.3k | 83.29 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $423k | -15% | 1.1k | 399.09 |
|
| Boeing Company (BA) | 0.3 | $423k | +86% | 2.2k | 192.99 |
|
| Aspen Technology (AZPN) | 0.3 | $423k | -38% | 2.0k | 213.28 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $417k | NEW | 2.5k | 164.38 |
|
| Intel Corporation (INTC) | 0.3 | $415k | 9.4k | 44.17 |
|
|
| ConocoPhillips (COP) | 0.3 | $413k | +33% | 3.2k | 127.28 |
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.3 | $412k | -2% | 21k | 20.08 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $411k | -17% | 1.2k | 344.20 |
|
| Siteone Landscape Supply (SITE) | 0.2 | $407k | -31% | 2.3k | 174.55 |
|
| Automatic Data Processing (ADP) | 0.2 | $406k | -16% | 1.6k | 249.74 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $405k | -39% | 2.0k | 204.86 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $403k | -50% | 4.7k | 85.74 |
|
| Sempra Energy (SRE) | 0.2 | $401k | +10% | 5.6k | 71.83 |
|
| Booking Holdings (BKNG) | 0.2 | $399k | -22% | 110.00 | 3627.88 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $394k | -64% | 8.4k | 47.02 |
|
| Centene Corporation (CNC) | 0.2 | $393k | -27% | 5.0k | 78.48 |
|
| PG&E Corporation (PCG) | 0.2 | $391k | -57% | 23k | 16.76 |
|
| Rollins (ROL) | 0.2 | $390k | -40% | 8.4k | 46.27 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $387k | +3% | 18k | 21.15 |
|
| Advanced Micro Devices (AMD) | 0.2 | $385k | -35% | 2.1k | 180.49 |
|
| FirstEnergy (FE) | 0.2 | $385k | -51% | 10k | 38.62 |
|
| Trane Technologies SHS (TT) | 0.2 | $384k | -35% | 1.3k | 300.20 |
|
| Lam Research Corporation (LRCX) | 0.2 | $383k | -31% | 394.00 | 971.57 |
|
| Cigna Corp (CI) | 0.2 | $378k | -63% | 1.0k | 363.19 |
|
| Philip Morris International (PM) | 0.2 | $374k | -53% | 4.1k | 91.62 |
|
| Starbucks Corporation (SBUX) | 0.2 | $370k | -17% | 4.0k | 91.39 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $365k | -47% | 36k | 10.23 |
|
| Allegion Ord Shs (ALLE) | 0.2 | $363k | -43% | 2.7k | 134.71 |
|
| Cullen/Frost Bankers (CFR) | 0.2 | $363k | -31% | 3.2k | 112.57 |
|
| Allstate Corporation (ALL) | 0.2 | $360k | -13% | 2.1k | 173.01 |
|
| Chemed Corp Com Stk (CHE) | 0.2 | $355k | -41% | 553.00 | 641.93 |
|
| CSX Corporation (CSX) | 0.2 | $354k | -51% | 9.5k | 37.07 |
|
| Oshkosh Corporation (OSK) | 0.2 | $343k | -47% | 2.8k | 124.71 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $341k | -36% | 20k | 17.32 |
|
| FactSet Research Systems (FDS) | 0.2 | $340k | -5% | 748.00 | 454.39 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $331k | -30% | 1.6k | 205.98 |
|
| American Intl Group Com New (AIG) | 0.2 | $330k | -55% | 4.2k | 78.17 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $325k | -25% | 715.00 | 454.87 |
|
| Equity Lifestyle Properties (ELS) | 0.2 | $325k | -47% | 5.0k | 64.40 |
|
| Yum! Brands (YUM) | 0.2 | $325k | -2% | 2.3k | 138.65 |
|
| Citigroup Com New (C) | 0.2 | $321k | -53% | 5.1k | 63.24 |
|
| Abbott Laboratories (ABT) | 0.2 | $321k | -34% | 2.8k | 113.66 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $317k | -42% | 2.8k | 113.36 |
|
| American Tower Reit (AMT) | 0.2 | $316k | NEW | 1.6k | 197.59 |
|
| Intercontinental Exchange (ICE) | 0.2 | $312k | -15% | 2.3k | 137.43 |
|
| Nextera Energy (NEE) | 0.2 | $310k | -17% | 4.9k | 63.91 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $307k | -19% | 2.4k | 125.33 |
|
| Quanta Services (PWR) | 0.2 | $305k | -42% | 1.2k | 259.80 |
|
| Ametek (AME) | 0.2 | $298k | -49% | 1.6k | 182.90 |
|
| At&t (T) | 0.2 | $290k | -3% | 17k | 17.60 |
|
| Crown Castle Intl (CCI) | 0.2 | $290k | -38% | 2.7k | 105.83 |
|
| Copart (CPRT) | 0.2 | $288k | -35% | 5.0k | 57.92 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $288k | -32% | 897.00 | 320.59 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $287k | NEW | 851.00 | 337.05 |
|
| Pioneer Natural Resources (PXD) | 0.2 | $285k | -7% | 1.1k | 262.50 |
|
| Emerson Electric (EMR) | 0.2 | $285k | +2% | 2.5k | 113.42 |
|
| Workday Cl A (WDAY) | 0.2 | $281k | -20% | 1.0k | 272.75 |
|
| EOG Resources (EOG) | 0.2 | $281k | -19% | 2.2k | 127.84 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $278k | -50% | 2.5k | 110.21 |
|
| Cadence Design Systems (CDNS) | 0.2 | $272k | -24% | 874.00 | 311.28 |
|
| MetLife (MET) | 0.2 | $270k | -54% | 3.6k | 74.11 |
|
| Paypal Holdings (PYPL) | 0.2 | $263k | NEW | 3.9k | 66.99 |
|
| D.R. Horton (DHI) | 0.2 | $263k | -41% | 1.6k | 164.55 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $263k | -27% | 5.2k | 50.45 |
|
| Ross Stores (ROST) | 0.2 | $257k | -48% | 1.8k | 146.76 |
|
| Linde SHS (LIN) | 0.2 | $257k | +2% | 553.00 | 464.32 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $255k | +25% | 1.2k | 218.46 |
|
| Travelers Companies (TRV) | 0.2 | $253k | -33% | 1.1k | 230.14 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $251k | 11k | 23.77 |
|
|
| Ingersoll Rand (IR) | 0.2 | $249k | -37% | 2.6k | 94.95 |
|
| Barrick Gold Corp (GOLD) | 0.2 | $248k | -66% | 15k | 16.64 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $247k | -59% | 254.00 | 970.47 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $245k | -4% | 335.00 | 732.63 |
|
| Cme (CME) | 0.1 | $245k | NEW | 1.1k | 215.29 |
|
| Transunion (TRU) | 0.1 | $243k | -35% | 3.0k | 79.80 |
|
| Nike CL B (NKE) | 0.1 | $242k | -7% | 2.6k | 93.98 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $239k | -57% | 2.4k | 100.54 |
|
| Baxter International (BAX) | 0.1 | $233k | -46% | 5.5k | 42.74 |
|
| ON Semiconductor (ON) | 0.1 | $232k | -39% | 3.1k | 73.55 |
|
| Choice Hotels International (CHH) | 0.1 | $230k | -46% | 1.8k | 126.35 |
|
| American Express Company (AXP) | 0.1 | $230k | NEW | 1.0k | 227.69 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $230k | NEW | 550.00 | 418.01 |
|
| Union Pacific Corporation (UNP) | 0.1 | $230k | NEW | 934.00 | 245.93 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.1 | $227k | NEW | 5.3k | 42.57 |
|
| Exponent (EXPO) | 0.1 | $227k | -57% | 2.7k | 82.69 |
|
| Prologis (PLD) | 0.1 | $227k | -39% | 1.7k | 130.22 |
|
| Southwest Airlines (LUV) | 0.1 | $225k | -46% | 7.7k | 29.19 |
|
| Humana (HUM) | 0.1 | $223k | -54% | 642.00 | 346.72 |
|
| Iqvia Holdings (IQV) | 0.1 | $220k | -13% | 869.00 | 252.89 |
|
| SYSCO Corporation (SYY) | 0.1 | $219k | -71% | 2.7k | 81.18 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $219k | NEW | 7.6k | 28.80 |
|
| Entegris (ENTG) | 0.1 | $219k | -27% | 1.6k | 140.54 |
|
| Moody's Corporation (MCO) | 0.1 | $216k | NEW | 549.00 | 393.03 |
|
| Realty Income (O) | 0.1 | $215k | -20% | 4.0k | 54.10 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $215k | -41% | 1.5k | 139.01 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $211k | -41% | 2.4k | 87.42 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $210k | 6.5k | 32.23 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $209k | 9.2k | 22.75 |
|
|
| Bok Finl Corp Com New (BOKF) | 0.1 | $205k | NEW | 2.2k | 92.00 |
|
| Commerce Bancshares (CBSH) | 0.1 | $204k | -42% | 3.8k | 53.20 |
|
| John Hancock Preferred Income Fund III (HPS) | 0.1 | $171k | NEW | 11k | 15.43 |
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.1 | $133k | 23k | 5.76 |
|
|
| Leslies (LESL) | 0.1 | $102k | -36% | 16k | 6.50 |
|
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $18k | -51% | 15k | 1.23 |
|
Past Filings by Everpar Advisors
SEC 13F filings are viewable for Everpar Advisors going back to 2023
- Everpar Advisors 2024 Q1 filed April 22, 2024
- Everpar Advisors 2023 Q4 filed Feb. 6, 2024