Everpar Advisors
Latest statistics and disclosures from Everpar Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, NVDA, AAPL, JPM, MSFT, and represent 21.86% of Everpar Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTV, IJS, IVV, AAPL, NVDA, SPYG, AVDE, MSFT, VXUS, DYNF.
- Started 38 new stock positions in F, FIX, AEE, KVUE, AMT, MCHP, AZN, O, GRMN, ORLY.
- Reduced shares in these 10 stocks: AstraZeneca, , CGDV, CGGR, SONY, LLY, IWF, IJH, ELV, .
- Sold out of its positions in AES, ALNY, ELV, AstraZeneca, B, BSY, BR, EFX, FICO, JKHY. IWF, IEMG, MET, NKE, NVO, RPM, HOOD, SPGI, SNOW, SONY, THC, VONV, VOO, ACN.
- Everpar Advisors was a net buyer of stock by $28M.
- Everpar Advisors has $290M in assets under management (AUM), dropping by 7.71%.
- Central Index Key (CIK): 0002010410
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Portfolio Holdings for Everpar Advisors
Everpar Advisors holds 282 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.5 | $19M | +11% | 29k | 653.20 |
|
| NVIDIA Corporation (NVDA) | 4.4 | $13M | +11% | 74k | 174.40 |
|
| Apple (AAPL) | 4.2 | $12M | +14% | 48k | 253.79 |
|
| JPMorgan Chase & Co. (JPM) | 3.5 | $10M | 34k | 294.16 |
|
|
| Microsoft Corporation (MSFT) | 3.2 | $9.4M | +10% | 25k | 370.16 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.0 | $5.9M | +117% | 30k | 196.20 |
|
| Amazon (AMZN) | 2.0 | $5.9M | +9% | 28k | 208.27 |
|
| Tyson Foods Cl A (TSN) | 1.8 | $5.2M | 81k | 64.07 |
|
|
| Oneok (OKE) | 1.8 | $5.1M | 57k | 90.39 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $5.0M | +9% | 17k | 286.86 |
|
| Broadcom (AVGO) | 1.7 | $5.0M | +6% | 16k | 309.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.8M | +13% | 17k | 287.57 |
|
| Spdr Series Trust State Street Spd (SPYG) | 1.5 | $4.5M | +36% | 46k | 97.91 |
|
| Meta Platforms Cl A (META) | 1.4 | $4.1M | +12% | 7.2k | 572.13 |
|
| Tesla Motors (TSLA) | 1.4 | $4.0M | +8% | 11k | 371.77 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.2 | $3.5M | +20% | 61k | 58.18 |
|
| Wal-Mart Stores (WMT) | 1.2 | $3.4M | 27k | 124.28 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $3.0M | +8% | 12k | 244.45 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $3.0M | NEW | 25k | 118.45 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $2.9M | +15% | 17k | 169.66 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.0 | $2.9M | +17% | 44k | 66.00 |
|
| Chevron Corporation (CVX) | 1.0 | $2.8M | +9% | 13k | 206.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $2.7M | +9% | 6.2k | 436.79 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $2.7M | 14k | 192.90 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $2.5M | -11% | 2.7k | 919.77 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $2.4M | +10% | 3.7k | 650.34 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.8 | $2.2M | +36% | 11k | 208.04 |
|
| Cisco Systems (CSCO) | 0.7 | $2.1M | 28k | 77.59 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.7 | $2.0M | -15% | 47k | 42.54 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.7 | $2.0M | -15% | 50k | 40.19 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.9M | -13% | 28k | 67.53 |
|
| Oracle Corporation (ORCL) | 0.7 | $1.9M | +8% | 13k | 147.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.8M | +25% | 3.8k | 479.20 |
|
| Netflix (NFLX) | 0.6 | $1.8M | +13% | 19k | 96.15 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $1.6M | +28% | 6.8k | 239.99 |
|
| Simmons First Natl Corp Cl A $1 Par (SFNC) | 0.5 | $1.5M | 80k | 19.45 |
|
|
| Visa Com Cl A (V) | 0.5 | $1.5M | +18% | 5.1k | 302.24 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.5M | 4.7k | 320.81 |
|
|
| W.W. Grainger (GWW) | 0.5 | $1.5M | +2% | 1.3k | 1090.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.5M | -3% | 2.9k | 499.66 |
|
| Abbvie (ABBV) | 0.5 | $1.4M | +6% | 6.7k | 217.49 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $1.4M | 4.4k | 320.55 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.5 | $1.4M | +7% | 82k | 16.72 |
|
| Caterpillar (CAT) | 0.5 | $1.4M | +9% | 1.9k | 708.46 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $1.3M | +7% | 69k | 19.53 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $1.3M | +7% | 69k | 19.62 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.5 | $1.3M | +7% | 66k | 20.42 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $1.3M | +7% | 72k | 18.66 |
|
| American Electric Power Company (AEP) | 0.5 | $1.3M | 10k | 131.08 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.5 | $1.3M | +10% | 80k | 16.46 |
|
| Applied Materials (AMAT) | 0.4 | $1.3M | +12% | 3.8k | 341.79 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $1.3M | -12% | 6.6k | 191.80 |
|
| Williams Companies (WMB) | 0.4 | $1.2M | -2% | 16k | 72.78 |
|
| Merck & Co (MRK) | 0.4 | $1.1M | +15% | 9.5k | 120.29 |
|
| Coca-Cola Company (KO) | 0.4 | $1.1M | +13% | 14k | 76.05 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $1.1M | NEW | 13k | 84.84 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.4 | $1.1M | +20% | 51k | 20.59 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | +21% | 7.2k | 146.28 |
|
| Micron Technology (MU) | 0.4 | $1.0M | -9% | 3.1k | 337.84 |
|
| TJX Companies (TJX) | 0.4 | $1.0M | +2% | 6.5k | 159.70 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $993k | +57% | 997.00 | 996.43 |
|
| Goldman Sachs (GS) | 0.3 | $967k | +12% | 1.1k | 845.99 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $953k | +3% | 1.1k | 895.24 |
|
| Phillips 66 (PSX) | 0.3 | $941k | +5% | 5.2k | 182.18 |
|
| McDonald's Corporation (MCD) | 0.3 | $920k | +13% | 3.0k | 310.83 |
|
| Bank of America Corporation (BAC) | 0.3 | $898k | -5% | 18k | 48.75 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $884k | +3% | 7.2k | 122.78 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $880k | +5% | 2.6k | 337.90 |
|
| Philip Morris International (PM) | 0.3 | $860k | +14% | 5.2k | 165.34 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $854k | NEW | 11k | 77.11 |
|
| Ge Aerospace Com New (GE) | 0.3 | $854k | +24% | 3.0k | 283.77 |
|
| ConocoPhillips (COP) | 0.3 | $842k | -7% | 6.4k | 132.00 |
|
| Norfolk Southern (NSC) | 0.3 | $839k | -7% | 2.9k | 287.00 |
|
| Corning Incorporated (GLW) | 0.3 | $826k | -22% | 6.1k | 135.97 |
|
| Boeing Company (BA) | 0.3 | $820k | +8% | 4.1k | 199.03 |
|
| Technipfmc (FTI) | 0.3 | $811k | -4% | 12k | 69.13 |
|
| Procter & Gamble Company (PG) | 0.3 | $798k | +7% | 5.5k | 144.44 |
|
| Amgen (AMGN) | 0.3 | $790k | +11% | 2.2k | 351.83 |
|
| Verizon Communications (VZ) | 0.3 | $778k | +15% | 16k | 50.20 |
|
| Ge Vernova (GEV) | 0.3 | $766k | +17% | 877.00 | 872.90 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $745k | +9% | 3.5k | 213.66 |
|
| Pepsi (PEP) | 0.3 | $741k | 4.8k | 155.29 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $741k | 9.3k | 79.61 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $732k | 2.5k | 298.85 |
|
|
| Home Depot (HD) | 0.2 | $710k | +8% | 2.2k | 328.95 |
|
| Lowe's Companies (LOW) | 0.2 | $709k | -7% | 3.0k | 236.28 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $681k | +8% | 1.4k | 491.53 |
|
| At&t (T) | 0.2 | $678k | +18% | 23k | 28.99 |
|
| Gilead Sciences (GILD) | 0.2 | $678k | +10% | 4.9k | 139.37 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $668k | 9.5k | 70.18 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $661k | +23% | 449.00 | 1472.41 |
|
| Allstate Corporation (ALL) | 0.2 | $656k | +20% | 3.2k | 207.34 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $653k | -5% | 9.7k | 67.07 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $646k | 17k | 38.42 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $644k | -6% | 4.7k | 135.72 |
|
| salesforce (CRM) | 0.2 | $643k | +36% | 3.4k | 186.67 |
|
| Qualcomm (QCOM) | 0.2 | $636k | -16% | 4.9k | 128.78 |
|
| Advanced Micro Devices (AMD) | 0.2 | $636k | +29% | 3.1k | 203.43 |
|
| One Gas (OGS) | 0.2 | $626k | 7.3k | 86.13 |
|
|
| Citigroup Com New (C) | 0.2 | $626k | 5.5k | 113.41 |
|
|
| Chubb (CB) | 0.2 | $621k | +17% | 1.9k | 325.93 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $615k | 9.3k | 66.28 |
|
|
| UnitedHealth (UNH) | 0.2 | $607k | +25% | 2.2k | 270.59 |
|
| Intel Corporation (INTC) | 0.2 | $605k | +21% | 14k | 44.13 |
|
| Illinois Tool Works (ITW) | 0.2 | $603k | +2% | 2.3k | 260.29 |
|
| Corteva (CTVA) | 0.2 | $602k | 7.2k | 83.71 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $601k | +5% | 1.7k | 357.73 |
|
| Capital One Financial (COF) | 0.2 | $600k | 3.3k | 182.43 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.2 | $598k | -3% | 988.00 | 605.01 |
|
| PNC Financial Services (PNC) | 0.2 | $592k | -2% | 2.8k | 208.13 |
|
| General Dynamics Corporation (GD) | 0.2 | $585k | +9% | 1.7k | 343.22 |
|
| Astrazeneca Ord (AZN) | 0.2 | $585k | NEW | 3.0k | 197.22 |
|
| Nextera Energy (NEE) | 0.2 | $583k | +17% | 6.3k | 92.88 |
|
| Booking Holdings (BKNG) | 0.2 | $581k | +2% | 138.00 | 4210.32 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $581k | +4% | 9.6k | 60.65 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $574k | -2% | 10k | 57.64 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $571k | +7% | 4.5k | 126.35 |
|
| International Business Machines (IBM) | 0.2 | $567k | +4% | 2.3k | 242.39 |
|
| Deere & Company (DE) | 0.2 | $565k | +45% | 1.0k | 563.30 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $554k | +4% | 1.2k | 460.99 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $549k | 23k | 23.69 |
|
|
| McKesson Corporation (MCK) | 0.2 | $547k | +13% | 632.00 | 865.36 |
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| Walt Disney Company (DIS) | 0.2 | $539k | -10% | 5.6k | 96.38 |
|
| Travelers Companies (TRV) | 0.2 | $538k | +23% | 1.8k | 291.68 |
|
| Palo Alto Networks (PANW) | 0.2 | $536k | +13% | 3.3k | 160.32 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $532k | +13% | 762.00 | 697.72 |
|
| Morgan Stanley Com New (MS) | 0.2 | $529k | +3% | 3.2k | 164.57 |
|
| Us Bancorp Com New (USB) | 0.2 | $523k | 10k | 52.01 |
|
|
| Quanta Services (PWR) | 0.2 | $519k | +8% | 946.00 | 549.02 |
|
| AmerisourceBergen (COR) | 0.2 | $515k | 1.6k | 314.14 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $515k | +31% | 5.0k | 102.67 |
|
| Linde SHS (LIN) | 0.2 | $510k | +49% | 1.0k | 495.76 |
|
| Atmos Energy Corporation (ATO) | 0.2 | $509k | -7% | 2.8k | 184.72 |
|
| Honeywell International (HON) | 0.2 | $496k | +18% | 2.2k | 226.03 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $488k | -30% | 7.2k | 68.14 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $484k | +12% | 801.00 | 604.39 |
|
| Progressive Corporation (PGR) | 0.2 | $480k | +27% | 2.4k | 198.24 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $474k | 1.9k | 244.18 |
|
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| Altria (MO) | 0.2 | $474k | +32% | 7.2k | 65.99 |
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| Intuit (INTU) | 0.2 | $454k | +9% | 1.1k | 432.38 |
|
| Cummins (CMI) | 0.2 | $450k | +5% | 837.00 | 538.02 |
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| Ecolab (ECL) | 0.2 | $445k | 1.7k | 266.02 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $442k | +14% | 2.7k | 164.13 |
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| Welltower Inc Com reit (WELL) | 0.2 | $438k | +28% | 2.2k | 197.71 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $436k | +31% | 3.3k | 130.94 |
|
| American Express Company (AXP) | 0.1 | $433k | +14% | 1.4k | 302.58 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $428k | +10% | 4.6k | 92.73 |
|
| Cme (CME) | 0.1 | $427k | +16% | 1.4k | 295.35 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $427k | -2% | 21k | 20.41 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $426k | +21% | 4.5k | 93.99 |
|
| Teradyne (TER) | 0.1 | $422k | -3% | 1.4k | 296.46 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $420k | +7% | 543.00 | 772.64 |
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| Trane Technologies SHS (TT) | 0.1 | $414k | +18% | 993.00 | 416.74 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $410k | +15% | 919.00 | 446.54 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $410k | +10% | 2.1k | 197.50 |
|
| Yum! Brands (YUM) | 0.1 | $410k | +8% | 2.6k | 155.48 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.1 | $409k | -27% | 9.3k | 43.74 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $407k | +10% | 5.7k | 71.82 |
|
| Medtronic SHS (MDT) | 0.1 | $405k | -5% | 4.7k | 86.65 |
|
| Martin Marietta Materials (MLM) | 0.1 | $396k | 673.00 | 588.68 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $396k | +8% | 1.0k | 390.41 |
|
| Xcel Energy (XEL) | 0.1 | $394k | +6% | 5.0k | 79.44 |
|
| SLB Com Stk (SLB) | 0.1 | $393k | +6% | 7.6k | 51.39 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $386k | 3.9k | 98.38 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $385k | +7% | 2.3k | 170.54 |
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| Union Pacific Corporation (UNP) | 0.1 | $384k | +33% | 1.6k | 242.62 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $384k | +10% | 2.0k | 194.14 |
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| Western Digital (WDC) | 0.1 | $383k | -11% | 1.4k | 270.49 |
|
| Ameriprise Financial (AMP) | 0.1 | $381k | -2% | 858.00 | 444.40 |
|
| Blackrock (BLK) | 0.1 | $375k | +6% | 390.00 | 961.71 |
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| Nordson Corporation (NDSN) | 0.1 | $374k | 1.4k | 266.06 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $367k | +7% | 1.6k | 230.46 |
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| Pfizer (PFE) | 0.1 | $367k | +41% | 13k | 28.08 |
|
| Constellation Energy (CEG) | 0.1 | $366k | +26% | 1.3k | 279.25 |
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| Uber Technologies (UBER) | 0.1 | $363k | 5.1k | 71.93 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $362k | +7% | 925.00 | 391.76 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $358k | -18% | 832.00 | 430.29 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $358k | +19% | 3.0k | 118.63 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $357k | -6% | 3.0k | 118.62 |
|
| American Intl Group Com New (AIG) | 0.1 | $357k | -16% | 4.7k | 75.25 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $357k | +14% | 4.2k | 85.23 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $356k | -9% | 6.1k | 58.78 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $355k | -22% | 3.1k | 114.99 |
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| Cbre Group Cl A (CBRE) | 0.1 | $349k | +20% | 2.6k | 135.46 |
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| Valero Energy Corporation (VLO) | 0.1 | $345k | NEW | 1.4k | 247.08 |
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| Monster Beverage Corp (MNST) | 0.1 | $345k | 4.8k | 72.46 |
|
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| Autodesk (ADSK) | 0.1 | $344k | +13% | 1.4k | 239.40 |
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| Huntington Ingalls Inds (HII) | 0.1 | $333k | +17% | 877.00 | 379.90 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $331k | +7% | 12k | 28.71 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $329k | NEW | 1.3k | 261.92 |
|
| 3M Company (MMM) | 0.1 | $327k | -4% | 2.3k | 145.23 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $324k | +6% | 2.1k | 152.75 |
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| AutoZone (AZO) | 0.1 | $324k | +17% | 96.00 | 3377.78 |
|
| United Rentals (URI) | 0.1 | $324k | +19% | 444.00 | 728.56 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $323k | -6% | 19k | 16.97 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $323k | +15% | 473.00 | 682.24 |
|
| Starbucks Corporation (SBUX) | 0.1 | $320k | +21% | 3.6k | 89.59 |
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| Rollins (ROL) | 0.1 | $316k | -14% | 5.9k | 53.41 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $315k | +36% | 1.0k | 304.08 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $312k | -28% | 3.4k | 90.53 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $306k | -15% | 1.5k | 211.15 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $306k | +5% | 769.00 | 398.00 |
|
| Dollar General (DG) | 0.1 | $306k | +22% | 2.6k | 118.73 |
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| Cardinal Health (CAH) | 0.1 | $306k | +13% | 1.4k | 211.31 |
|
| Intercontinental Exchange (ICE) | 0.1 | $305k | +14% | 1.9k | 157.28 |
|
| Automatic Data Processing (ADP) | 0.1 | $303k | -6% | 1.5k | 203.18 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $303k | -27% | 1.0k | 300.83 |
|
| Lennox International (LII) | 0.1 | $302k | -7% | 651.00 | 464.13 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $302k | +22% | 1.1k | 287.18 |
|
| Analog Devices (ADI) | 0.1 | $299k | +26% | 939.00 | 318.14 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $297k | NEW | 2.7k | 108.25 |
|
| Prologis (PLD) | 0.1 | $294k | +29% | 2.2k | 132.18 |
|
| Ametek (AME) | 0.1 | $293k | +5% | 1.4k | 214.36 |
|
| Servicenow (NOW) | 0.1 | $292k | NEW | 2.8k | 104.55 |
|
| Hartford Financial Services (HIG) | 0.1 | $292k | +34% | 2.2k | 135.23 |
|
| Sempra Energy (SRE) | 0.1 | $289k | 3.0k | 97.17 |
|
|
| CSX Corporation (CSX) | 0.1 | $288k | -2% | 7.0k | 41.05 |
|
| Wec Energy Group (WEC) | 0.1 | $285k | +25% | 2.5k | 115.77 |
|
| Metropcs Communications (TMUS) | 0.1 | $282k | +27% | 1.3k | 210.03 |
|
| Realty Income (O) | 0.1 | $281k | NEW | 4.6k | 61.18 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $280k | -17% | 6.2k | 44.84 |
|
| FirstEnergy (FE) | 0.1 | $278k | +20% | 5.5k | 50.66 |
|
| FedEx Corporation (FDX) | 0.1 | $277k | NEW | 778.00 | 356.40 |
|
| Southern Company (SO) | 0.1 | $276k | NEW | 2.9k | 96.52 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $272k | -19% | 7.7k | 35.14 |
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $265k | 13k | 19.97 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $265k | NEW | 192.00 | 1378.99 |
|
| Itt (ITT) | 0.1 | $264k | +11% | 1.4k | 190.53 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $264k | -16% | 1.5k | 181.39 |
|
| eBay (EBAY) | 0.1 | $263k | NEW | 2.9k | 91.02 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $263k | -25% | 2.3k | 113.12 |
|
| Danaher Corporation (DHR) | 0.1 | $260k | -7% | 1.4k | 189.60 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.1 | $259k | 19k | 13.96 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $258k | -2% | 938.00 | 275.18 |
|
| Kinder Morgan (KMI) | 0.1 | $257k | 7.7k | 33.53 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $255k | NEW | 442.00 | 577.35 |
|
| ON Semiconductor (ON) | 0.1 | $255k | NEW | 4.1k | 61.92 |
|
| American Tower Reit (AMT) | 0.1 | $255k | NEW | 1.5k | 172.58 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $254k | -5% | 1.7k | 150.00 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $253k | 11k | 23.98 |
|
|
| Cullen/Frost Bankers (CFR) | 0.1 | $252k | -3% | 1.8k | 137.08 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $252k | +16% | 1.0k | 243.08 |
|
| Cadence Design Systems (CDNS) | 0.1 | $252k | +18% | 907.00 | 277.87 |
|
| Garmin SHS (GRMN) | 0.1 | $248k | NEW | 1.1k | 232.01 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $247k | -10% | 187.00 | 1320.83 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $246k | -4% | 1.5k | 163.52 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $245k | 3.3k | 73.64 |
|
|
| Allegion Ord Shs (ALLE) | 0.1 | $243k | -17% | 1.7k | 145.29 |
|
| EOG Resources (EOG) | 0.1 | $238k | NEW | 1.6k | 144.57 |
|
| Bank7 Corp (BSVN) | 0.1 | $237k | NEW | 5.9k | 39.88 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $234k | +23% | 447.00 | 522.71 |
|
| Synopsys (SNPS) | 0.1 | $234k | -10% | 589.00 | 396.48 |
|
| Diamondback Energy (FANG) | 0.1 | $233k | NEW | 1.2k | 197.79 |
|
| NiSource (NI) | 0.1 | $229k | NEW | 4.9k | 46.66 |
|
| Equinix (EQIX) | 0.1 | $228k | NEW | 233.00 | 980.24 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $228k | NEW | 586.00 | 388.23 |
|
| Natera (NTRA) | 0.1 | $227k | -2% | 1.1k | 199.99 |
|
| Regions Financial Corporation (RF) | 0.1 | $224k | NEW | 8.6k | 26.12 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $223k | -25% | 1.3k | 173.45 |
|
| Microchip Technology (MCHP) | 0.1 | $222k | NEW | 3.4k | 64.61 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $221k | NEW | 510.00 | 433.97 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $221k | -15% | 2.2k | 98.42 |
|
| Devon Energy Corporation (DVN) | 0.1 | $221k | NEW | 4.4k | 50.32 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $220k | NEW | 2.0k | 110.87 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $217k | -17% | 2.5k | 86.84 |
|
| O'reilly Automotive (ORLY) | 0.1 | $217k | NEW | 2.4k | 92.31 |
|
| Stryker Corporation (SYK) | 0.1 | $217k | 661.00 | 328.59 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $216k | +5% | 1.5k | 143.23 |
|
| Vici Pptys (VICI) | 0.1 | $213k | NEW | 7.8k | 27.32 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $213k | NEW | 4.0k | 52.64 |
|
| PG&E Corporation (PCG) | 0.1 | $212k | -13% | 12k | 17.57 |
|
| Oshkosh Corporation (OSK) | 0.1 | $212k | NEW | 1.4k | 147.21 |
|
| Ameren Corporation (AEE) | 0.1 | $209k | NEW | 1.9k | 109.92 |
|
| Ross Stores (ROST) | 0.1 | $207k | NEW | 957.00 | 216.63 |
|
| Doordash Cl A (DASH) | 0.1 | $205k | -3% | 1.4k | 150.15 |
|
| Apollo Global Mgmt (APO) | 0.1 | $204k | +6% | 1.8k | 111.42 |
|
| Southwest Airlines (LUV) | 0.1 | $203k | -8% | 5.4k | 37.57 |
|
| Snap-on Incorporated (SNA) | 0.1 | $202k | NEW | 557.00 | 363.22 |
|
| Totalenergies Se Act (TTE) | 0.1 | $202k | NEW | 2.2k | 90.98 |
|
| Kenvue (KVUE) | 0.1 | $187k | NEW | 11k | 17.24 |
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.1 | $172k | -43% | 14k | 12.33 |
|
| Ford Motor Company (F) | 0.0 | $144k | NEW | 13k | 11.54 |
|
Past Filings by Everpar Advisors
SEC 13F filings are viewable for Everpar Advisors going back to 2023
- Everpar Advisors 2026 Q1 filed April 21, 2026
- 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