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 21.44% of Everpar Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, VUG, SPYG, KLAC, FTEC, DYNF, SNDK, GOOG, MTUM, VGT.
- Started 44 new stock positions in CCL, TGT, SNDK, EW, EMR, VIG, PNW, FTNT, CNC, CARR.
- Reduced shares in these 10 stocks: CGDV, CGGR, MSFT, Honeywell International, INTU, IJH, HII, , ROL, IVE.
- Sold out of its positions in ADBE, BJ, CTRA, CMCSA, STZ, HIG, Honeywell International, HII, INSM, ICE. QQQ, INTU, IVE, MSI, NGL, ORLY, OSK, ROL, TMUS, ULTA, VICI, TTE, ALLE, GRMN.
- Everpar Advisors was a net buyer of stock by $29M.
- Everpar Advisors has $352M in assets under management (AUM), dropping by 21.04%.
- Central Index Key (CIK): 0002010410
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Portfolio Holdings for Everpar Advisors
Everpar Advisors holds 302 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.3 | $26M | +17% | 34k | 748.90 |
|
| NVIDIA Corporation (NVDA) | 4.4 | $16M | +5% | 77k | 200.09 |
|
| Apple (AAPL) | 4.0 | $14M | 48k | 289.36 |
|
|
| JPMorgan Chase & Co. (JPM) | 3.2 | $11M | 35k | 327.33 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $8.9M | -5% | 24k | 373.02 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 2.2 | $7.7M | +41% | 65k | 118.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $7.0M | +14% | 20k | 353.33 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $6.9M | +3% | 31k | 217.93 |
|
| Amazon (AMZN) | 1.9 | $6.7M | 28k | 238.34 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $6.4M | +8% | 18k | 357.38 |
|
| Broadcom (AVGO) | 1.8 | $6.3M | +4% | 17k | 377.74 |
|
| Oneok (OKE) | 1.5 | $5.4M | +9% | 62k | 86.94 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.5 | $5.1M | +24% | 76k | 68.01 |
|
| Tyson Foods Cl A (TSN) | 1.3 | $4.6M | 81k | 57.25 |
|
|
| Tesla Motors (TSLA) | 1.3 | $4.4M | -2% | 11k | 420.62 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.2 | $4.2M | +37% | 15k | 285.58 |
|
| Meta Platforms Cl A (META) | 1.2 | $4.1M | +2% | 7.3k | 563.29 |
|
| Micron Technology (MU) | 1.1 | $4.0M | +12% | 3.5k | 1154.29 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $3.8M | +604% | 44k | 86.14 |
|
| Ishares Tr U S Equity Factr (LRGF) | 1.0 | $3.7M | +10% | 49k | 75.63 |
|
| Cisco Systems (CSCO) | 1.0 | $3.5M | +8% | 30k | 117.46 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.0 | $3.5M | 25k | 136.68 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $3.3M | +3% | 2.8k | 1199.43 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $3.2M | +16% | 4.3k | 746.72 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.9 | $3.1M | +34% | 9.2k | 342.83 |
|
| Johnson & Johnson (JNJ) | 0.9 | $3.1M | 12k | 253.97 |
|
|
| Wal-Mart Stores (WMT) | 0.9 | $3.0M | -2% | 27k | 113.26 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $2.6M | 14k | 189.73 |
|
|
| Advanced Micro Devices (AMD) | 0.7 | $2.5M | +39% | 4.4k | 580.91 |
|
| Applied Materials (AMAT) | 0.7 | $2.5M | -10% | 3.4k | 723.00 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.3M | 17k | 136.72 |
|
|
| Intel Corporation (INTC) | 0.6 | $2.3M | +17% | 16k | 139.63 |
|
| Chevron Corporation (CVX) | 0.6 | $2.2M | 13k | 165.76 |
|
|
| Caterpillar (CAT) | 0.6 | $2.1M | +4% | 2.0k | 1064.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.1M | +8% | 4.2k | 500.39 |
|
| Visa Com Cl A (V) | 0.6 | $2.1M | +17% | 6.0k | 343.09 |
|
| Oracle Corporation (ORCL) | 0.5 | $1.9M | 13k | 146.55 |
|
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| W.W. Grainger (GWW) | 0.5 | $1.9M | +2% | 1.4k | 1360.40 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $1.8M | +27% | 8.4k | 219.44 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.8M | -16% | 24k | 77.11 |
|
| Simmons First Natl Corp Cl A $1 Par (SFNC) | 0.5 | $1.8M | 80k | 22.65 |
|
|
| Abbvie (ABBV) | 0.5 | $1.7M | +3% | 6.9k | 251.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.7M | 4.6k | 370.04 |
|
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.5 | $1.7M | -28% | 35k | 47.20 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $1.7M | +10% | 3.8k | 433.33 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.5 | $1.6M | -31% | 32k | 49.28 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $1.5M | 4.4k | 344.32 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.4 | $1.5M | +12% | 92k | 16.64 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.4 | $1.5M | +12% | 74k | 20.36 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.4 | $1.5M | +12% | 81k | 18.57 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.4 | $1.5M | +11% | 77k | 19.61 |
|
| Palo Alto Networks (PANW) | 0.4 | $1.5M | +31% | 4.4k | 341.02 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.4 | $1.5M | +12% | 91k | 16.39 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.4 | $1.5M | +9% | 76k | 19.52 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.4M | -3% | 2.8k | 513.60 |
|
| Corning Incorporated (GLW) | 0.4 | $1.4M | -7% | 5.6k | 255.43 |
|
| American Electric Power Company (AEP) | 0.4 | $1.4M | 10k | 136.80 |
|
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| Arista Networks Com Shs (ANET) | 0.4 | $1.3M | +6% | 7.7k | 169.88 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.4 | $1.3M | +23% | 63k | 20.51 |
|
| Kla Corp Com New (KLAC) | 0.4 | $1.3M | +849% | 4.3k | 301.71 |
|
| Dell Technologies CL C (DELL) | 0.4 | $1.3M | +9% | 3.0k | 431.46 |
|
| Goldman Sachs (GS) | 0.4 | $1.3M | +9% | 1.3k | 1011.37 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.2M | 2.6k | 477.49 |
|
|
| Merck & Co (MRK) | 0.3 | $1.2M | 9.4k | 128.49 |
|
|
| Coca-Cola Company (KO) | 0.3 | $1.2M | 15k | 81.27 |
|
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| Ge Aerospace Com New (GE) | 0.3 | $1.2M | +4% | 3.2k | 373.73 |
|
| Williams Companies (WMB) | 0.3 | $1.2M | -2% | 16k | 74.34 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.2M | +10% | 20k | 56.98 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $1.1M | 13k | 89.20 |
|
|
| Ge Vernova (GEV) | 0.3 | $1.1M | +7% | 945.00 | 1174.86 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.1M | +49% | 14k | 75.79 |
|
| Netflix (NFLX) | 0.3 | $1.0M | -20% | 15k | 71.40 |
|
| UnitedHealth (UNH) | 0.3 | $1.0M | +10% | 2.5k | 415.63 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $1.0M | -2% | 1.0k | 978.12 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $989k | +10% | 1.0k | 965.00 |
|
| Sandisk Corp (SNDK) | 0.3 | $985k | NEW | 433.00 | 2273.73 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $971k | +25% | 1.3k | 763.14 |
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| Philip Morris International (PM) | 0.3 | $962k | +2% | 5.3k | 180.91 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $947k | 11k | 85.49 |
|
|
| Western Digital (WDC) | 0.3 | $921k | 1.4k | 638.72 |
|
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| Norfolk Southern (NSC) | 0.3 | $910k | 2.9k | 314.59 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $902k | +7% | 2.6k | 343.91 |
|
| TJX Companies (TJX) | 0.3 | $896k | -8% | 5.9k | 151.50 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $894k | +881% | 7.5k | 119.52 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $883k | -5% | 944.00 | 935.47 |
|
| Home Depot (HD) | 0.2 | $876k | +15% | 2.5k | 352.68 |
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| Boeing Company (BA) | 0.2 | $873k | -2% | 4.0k | 216.44 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $869k | +567% | 32k | 27.41 |
|
| Allstate Corporation (ALL) | 0.2 | $818k | +8% | 3.4k | 237.94 |
|
| Citigroup Com New (C) | 0.2 | $817k | +5% | 5.8k | 139.96 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $805k | 4.6k | 176.32 |
|
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| Amgen (AMGN) | 0.2 | $803k | 2.2k | 362.10 |
|
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| Procter & Gamble Company (PG) | 0.2 | $789k | -2% | 5.4k | 146.64 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $787k | +13% | 1.6k | 501.36 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $785k | -7% | 9.0k | 87.04 |
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| Eaton Corp SHS (ETN) | 0.2 | $783k | +9% | 1.8k | 426.19 |
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| Qualcomm (QCOM) | 0.2 | $772k | -15% | 4.2k | 184.79 |
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| Morgan Stanley Com New (MS) | 0.2 | $772k | +14% | 3.7k | 209.04 |
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| Wells Fargo & Company (WFC) | 0.2 | $768k | 9.3k | 82.64 |
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| Phillips 66 (PSX) | 0.2 | $757k | -13% | 4.5k | 169.03 |
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| Comfort Systems USA (FIX) | 0.2 | $757k | +98% | 382.00 | 1981.95 |
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| PNC Financial Services (PNC) | 0.2 | $736k | +4% | 3.0k | 246.26 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $730k | -13% | 6.3k | 116.67 |
|
| Quanta Services (PWR) | 0.2 | $728k | +6% | 1.0k | 720.04 |
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| Technipfmc (FTI) | 0.2 | $722k | -7% | 11k | 66.30 |
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| International Business Machines (IBM) | 0.2 | $722k | +9% | 2.6k | 281.21 |
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| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.2 | $719k | -3% | 16k | 44.48 |
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| Capital One Financial (COF) | 0.2 | $693k | +5% | 3.5k | 200.62 |
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| McDonald's Corporation (MCD) | 0.2 | $689k | -13% | 2.5k | 270.31 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $682k | +4% | 9.7k | 70.53 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $670k | +16% | 12k | 57.84 |
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| Travelers Companies (TRV) | 0.2 | $661k | +8% | 2.0k | 330.12 |
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| Deere & Company (DE) | 0.2 | $657k | +3% | 1.0k | 634.33 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $655k | +11% | 2.2k | 298.07 |
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| Chubb (CB) | 0.2 | $651k | 1.9k | 340.74 |
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| Verizon Communications (VZ) | 0.2 | $650k | 15k | 42.34 |
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| Teradyne (TER) | 0.2 | $638k | -7% | 1.3k | 483.84 |
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| Booking Holdings (BKNG) | 0.2 | $636k | +2485% | 3.6k | 178.24 |
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| Illinois Tool Works (ITW) | 0.2 | $634k | 2.3k | 270.47 |
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| Walt Disney Company (DIS) | 0.2 | $620k | +15% | 6.4k | 96.25 |
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| Cummins (CMI) | 0.2 | $617k | +3% | 865.00 | 713.21 |
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| Pepsi (PEP) | 0.2 | $612k | -5% | 4.5k | 135.40 |
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| Linde SHS (LIN) | 0.2 | $610k | +14% | 1.2k | 518.94 |
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| General Dynamics Corporation (GD) | 0.2 | $608k | 1.7k | 354.24 |
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| Us Bancorp Com New (USB) | 0.2 | $606k | 10k | 60.40 |
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| ConocoPhillips (COP) | 0.2 | $605k | -8% | 5.8k | 103.96 |
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| CVS Caremark Corporation (CVS) | 0.2 | $596k | 5.8k | 103.45 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $592k | -10% | 888.00 | 666.90 |
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| American Express Company (AXP) | 0.2 | $591k | +21% | 1.7k | 338.34 |
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| Corteva (CTVA) | 0.2 | $591k | -3% | 7.0k | 84.69 |
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| Take-Two Interactive Software (TTWO) | 0.2 | $588k | +13% | 2.4k | 249.98 |
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| Gilead Sciences (GILD) | 0.2 | $567k | -7% | 4.5k | 126.34 |
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| Abbott Laboratories (ABT) | 0.2 | $563k | +23% | 6.2k | 90.74 |
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| United Rentals (URI) | 0.2 | $561k | +11% | 495.00 | 1132.89 |
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| One Gas (OGS) | 0.2 | $560k | 7.3k | 77.07 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $550k | 23k | 23.71 |
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| Astrazeneca Ord (AZN) | 0.2 | $549k | -2% | 2.9k | 189.62 |
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| Welltower Inc Com reit (WELL) | 0.2 | $547k | +8% | 2.4k | 226.97 |
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| Altria (MO) | 0.2 | $547k | +5% | 7.6k | 71.95 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $542k | +21% | 5.6k | 96.46 |
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| Lowe's Companies (LOW) | 0.2 | $528k | -20% | 2.4k | 220.49 |
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| Progressive Corporation (PGR) | 0.1 | $519k | 2.4k | 218.45 |
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| McKesson Corporation (MCK) | 0.1 | $516k | +8% | 683.00 | 755.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $515k | +41% | 4.4k | 117.67 |
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| Bristol Myers Squibb (BMY) | 0.1 | $511k | -7% | 8.9k | 57.62 |
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| Nextera Energy (NEE) | 0.1 | $508k | -7% | 5.8k | 87.77 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $502k | +19% | 4.0k | 126.58 |
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| Trane Technologies SHS (TT) | 0.1 | $502k | +2% | 1.0k | 491.16 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $501k | +17% | 25k | 20.37 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $496k | 1.9k | 255.67 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $490k | +7% | 986.00 | 496.73 |
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| At&t (T) | 0.1 | $489k | 24k | 20.70 |
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| Monster Beverage Corp (MNST) | 0.1 | $476k | +3% | 4.9k | 96.12 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $473k | +8% | 3.3k | 144.61 |
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| Howmet Aerospace (HWM) | 0.1 | $462k | +7% | 1.7k | 268.86 |
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| Atmos Energy Corporation (ATO) | 0.1 | $436k | -8% | 2.5k | 172.27 |
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| Automatic Data Processing (ADP) | 0.1 | $435k | +30% | 1.9k | 223.95 |
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| Cadence Design Systems (CDNS) | 0.1 | $426k | +25% | 1.1k | 375.32 |
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| Union Pacific Corporation (UNP) | 0.1 | $423k | 1.6k | 272.00 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $422k | 4.6k | 92.28 |
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| Fortinet (FTNT) | 0.1 | $419k | NEW | 2.7k | 153.62 |
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| Nordson Corporation (NDSN) | 0.1 | $417k | 1.4k | 301.69 |
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| Ecolab (ECL) | 0.1 | $415k | -10% | 1.5k | 278.61 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $414k | 3.8k | 107.51 |
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| Yum! Brands (YUM) | 0.1 | $412k | -2% | 2.6k | 159.86 |
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| AmerisourceBergen (COR) | 0.1 | $404k | -12% | 1.4k | 282.98 |
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| Valero Energy Corporation (VLO) | 0.1 | $404k | +10% | 1.6k | 260.44 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $401k | 779.00 | 515.23 |
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| Xcel Energy (XEL) | 0.1 | $398k | 5.0k | 80.30 |
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| Blackrock (BLK) | 0.1 | $394k | +5% | 410.00 | 961.56 |
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| Martin Marietta Materials (MLM) | 0.1 | $393k | 681.00 | 576.70 |
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| Ameriprise Financial (AMP) | 0.1 | $391k | 852.00 | 458.76 |
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| Analog Devices (ADI) | 0.1 | $390k | +4% | 983.00 | 397.17 |
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| Devon Energy Corporation (DVN) | 0.1 | $388k | +113% | 9.4k | 41.32 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $387k | +5% | 1.5k | 252.23 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $383k | 7.2k | 53.47 |
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| Iqvia Holdings (IQV) | 0.1 | $383k | -12% | 2.0k | 193.22 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $382k | +11% | 1.2k | 330.46 |
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| Electronic Arts (EA) | 0.1 | $381k | NEW | 1.9k | 205.04 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $381k | -6% | 748.00 | 509.46 |
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| Colgate-Palmolive Company (CL) | 0.1 | $381k | 4.2k | 91.68 |
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| Marvell Technology (MRVL) | 0.1 | $378k | NEW | 1.3k | 297.89 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $378k | 6.0k | 62.89 |
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| CMS Energy Corporation (CMS) | 0.1 | $375k | NEW | 4.9k | 76.50 |
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| 3M Company (MMM) | 0.1 | $374k | +2% | 2.3k | 161.91 |
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| Flex Ord (FLEX) | 0.1 | $370k | NEW | 2.3k | 162.07 |
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| Starbucks Corporation (SBUX) | 0.1 | $366k | 3.6k | 102.19 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $365k | +9% | 2.3k | 156.72 |
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| Stryker Corporation (SYK) | 0.1 | $361k | +73% | 1.1k | 314.84 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $358k | -24% | 901.00 | 397.68 |
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| Constellation Energy (CEG) | 0.1 | $354k | +8% | 1.4k | 248.37 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $353k | +18% | 1.1k | 317.53 |
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| Apollo Global Mgmt (APO) | 0.1 | $352k | +62% | 3.0k | 118.31 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $351k | -7% | 18k | 19.89 |
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| salesforce (CRM) | 0.1 | $348k | -35% | 2.2k | 156.66 |
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| Cardinal Health (CAH) | 0.1 | $347k | 1.5k | 237.56 |
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| eBay (EBAY) | 0.1 | $346k | +7% | 3.1k | 111.75 |
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| SLB Com Stk (SLB) | 0.1 | $346k | -2% | 7.4k | 46.49 |
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| Lennox International (LII) | 0.1 | $345k | -7% | 602.00 | 572.95 |
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| CSX Corporation (CSX) | 0.1 | $344k | +3% | 7.2k | 47.53 |
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| Wec Energy Group (WEC) | 0.1 | $337k | +17% | 2.9k | 116.77 |
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| Microchip Technology (MCHP) | 0.1 | $335k | +6% | 3.7k | 91.20 |
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| Southern Company (SO) | 0.1 | $330k | +20% | 3.4k | 95.71 |
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| Medtronic SHS (MDT) | 0.1 | $330k | -9% | 4.2k | 78.23 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $326k | -12% | 164.00 | 1989.44 |
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| Uber Technologies (UBER) | 0.1 | $326k | -10% | 4.5k | 72.16 |
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| Cbre Group Cl A (CBRE) | 0.1 | $326k | -6% | 2.4k | 134.69 |
|
| Ametek (AME) | 0.1 | $323k | -2% | 1.3k | 241.94 |
|
| American Intl Group Com New (AIG) | 0.1 | $323k | -8% | 4.3k | 74.53 |
|
| Prologis (PLD) | 0.1 | $315k | +4% | 2.3k | 135.47 |
|
| Danaher Corporation (DHR) | 0.1 | $313k | +20% | 1.6k | 190.48 |
|
| Jabil Circuit (JBL) | 0.1 | $311k | NEW | 807.00 | 385.48 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $307k | NEW | 1.2k | 260.36 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $307k | -4% | 2.2k | 137.55 |
|
| Natera (NTRA) | 0.1 | $302k | 1.1k | 271.45 |
|
|
| Doordash Cl A (DASH) | 0.1 | $298k | +18% | 1.6k | 184.53 |
|
| Consolidated Edison (ED) | 0.1 | $294k | NEW | 2.7k | 110.63 |
|
| Bank7 Corp (BSVN) | 0.1 | $291k | 5.9k | 48.95 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $289k | +17% | 1.8k | 162.98 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $289k | NEW | 2.9k | 100.28 |
|
| AutoZone (AZO) | 0.1 | $288k | -6% | 90.00 | 3195.94 |
|
| Paychex (PAYX) | 0.1 | $286k | NEW | 2.9k | 98.34 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $285k | -17% | 2.5k | 114.18 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $285k | -9% | 5.6k | 50.53 |
|
| NiSource (NI) | 0.1 | $285k | +21% | 6.0k | 47.55 |
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $281k | 13k | 21.16 |
|
|
| EOG Resources (EOG) | 0.1 | $281k | +31% | 2.2k | 129.73 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.1 | $280k | 19k | 15.12 |
|
|
| Cullen/Frost Bankers (CFR) | 0.1 | $278k | -2% | 1.8k | 154.52 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $278k | -18% | 445.00 | 623.54 |
|
| Pinnacle West Capital Corporation (PNW) | 0.1 | $276k | NEW | 2.6k | 107.00 |
|
| Equinix (EQIX) | 0.1 | $275k | +13% | 264.00 | 1042.39 |
|
| Regions Financial Corporation (RF) | 0.1 | $273k | +5% | 9.0k | 30.20 |
|
| Kinder Morgan (KMI) | 0.1 | $272k | +11% | 8.5k | 31.97 |
|
| Sempra Energy (SRE) | 0.1 | $272k | 2.9k | 92.71 |
|
|
| Cme (CME) | 0.1 | $270k | -15% | 1.2k | 220.83 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $268k | +216% | 3.3k | 80.57 |
|
| Dollar General (DG) | 0.1 | $268k | -9% | 2.3k | 115.11 |
|
| Edwards Lifesciences (EW) | 0.1 | $267k | NEW | 2.9k | 90.46 |
|
| Realty Income (O) | 0.1 | $266k | -6% | 4.3k | 61.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $264k | -13% | 717.00 | 368.38 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $264k | +16% | 2.9k | 90.49 |
|
| Synopsys (SNPS) | 0.1 | $262k | 587.00 | 446.07 |
|
|
| Itt (ITT) | 0.1 | $261k | -4% | 1.3k | 197.76 |
|
| CenterPoint Energy (CNP) | 0.1 | $260k | NEW | 5.9k | 44.04 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $259k | -8% | 921.00 | 281.68 |
|
| Pfizer (PFE) | 0.1 | $259k | -17% | 11k | 24.08 |
|
| Anthem (ELV) | 0.1 | $258k | NEW | 667.00 | 386.73 |
|
| Southwest Airlines (LUV) | 0.1 | $257k | -7% | 5.0k | 51.42 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.1 | $255k | -42% | 5.4k | 47.52 |
|
| Carrier Global Corporation (CARR) | 0.1 | $254k | NEW | 3.5k | 73.35 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $252k | NEW | 989.00 | 254.50 |
|
| Waste Management (WM) | 0.1 | $247k | NEW | 1.1k | 222.88 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $245k | 3.3k | 73.41 |
|
|
| PG&E Corporation (PCG) | 0.1 | $243k | +20% | 15k | 16.82 |
|
| MetLife (MET) | 0.1 | $243k | NEW | 2.9k | 84.61 |
|
| Ross Stores (ROST) | 0.1 | $242k | +18% | 1.1k | 212.85 |
|
| Ameren Corporation (AEE) | 0.1 | $240k | +11% | 2.1k | 113.04 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $239k | NEW | 646.00 | 370.59 |
|
| ON Semiconductor (ON) | 0.1 | $236k | -39% | 2.5k | 94.54 |
|
| American Tower Reit (AMT) | 0.1 | $235k | -2% | 1.4k | 163.57 |
|
| Kenvue (KVUE) | 0.1 | $235k | +13% | 12k | 19.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $235k | -29% | 2.4k | 96.58 |
|
| Simon Property (SPG) | 0.1 | $235k | NEW | 1.1k | 223.65 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $234k | NEW | 2.6k | 91.19 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $232k | -9% | 9.6k | 24.31 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $231k | -4% | 454.00 | 509.31 |
|
| Centene Corporation (CNC) | 0.1 | $231k | NEW | 3.6k | 64.19 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $230k | -9% | 2.5k | 93.40 |
|
| FedEx Corporation (FDX) | 0.1 | $230k | -5% | 735.00 | 313.33 |
|
| Diamondback Energy (FANG) | 0.1 | $227k | +9% | 1.3k | 175.78 |
|
| Dominion Resources (D) | 0.1 | $227k | NEW | 3.3k | 68.29 |
|
| Snap-on Incorporated (SNA) | 0.1 | $225k | 560.00 | 402.40 |
|
|
| Target Corporation (TGT) | 0.1 | $224k | NEW | 1.7k | 130.61 |
|
| Lumentum Hldgs (LITE) | 0.1 | $224k | NEW | 261.00 | 858.06 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $224k | +4% | 1.3k | 166.67 |
|
| Autodesk (ADSK) | 0.1 | $222k | -20% | 1.1k | 194.42 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $221k | NEW | 800.00 | 276.17 |
|
| Nike CL B (NKE) | 0.1 | $219k | NEW | 5.3k | 41.05 |
|
| FirstEnergy (FE) | 0.1 | $219k | -16% | 4.6k | 47.54 |
|
| Williams-Sonoma (WSM) | 0.1 | $218k | NEW | 937.00 | 233.10 |
|
| Evergy (EVRG) | 0.1 | $218k | NEW | 2.5k | 86.43 |
|
| Servicenow (NOW) | 0.1 | $218k | -21% | 2.2k | 99.28 |
|
| Entergy Corporation (ETR) | 0.1 | $217k | NEW | 1.9k | 114.86 |
|
| Bok Finl Corp Com New (BOKF) | 0.1 | $217k | NEW | 1.6k | 138.88 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $215k | -25% | 439.00 | 490.56 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $215k | NEW | 907.00 | 236.60 |
|
| Ford Motor Company (F) | 0.1 | $215k | +23% | 15k | 13.90 |
|
| D.R. Horton (DHI) | 0.1 | $214k | NEW | 1.3k | 162.88 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $214k | -43% | 706.00 | 303.12 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $212k | 2.0k | 107.14 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $212k | NEW | 308.00 | 687.67 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $211k | NEW | 1.4k | 154.30 |
|
| Citizens Financial (CFG) | 0.1 | $211k | NEW | 3.0k | 70.07 |
|
| Emerson Electric (EMR) | 0.1 | $210k | NEW | 1.5k | 143.15 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $209k | 4.0k | 51.85 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $209k | NEW | 297.00 | 703.34 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $207k | NEW | 2.2k | 93.66 |
|
| Carnival Corp Common Shares (CCL) | 0.1 | $207k | NEW | 7.2k | 28.57 |
|
| Cigna Corp (CI) | 0.1 | $201k | NEW | 730.00 | 275.68 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $201k | NEW | 1.6k | 123.44 |
|
| Rockwell Automation (ROK) | 0.1 | $201k | NEW | 405.00 | 495.08 |
|
Past Filings by Everpar Advisors
SEC 13F filings are viewable for Everpar Advisors going back to 2023
- Everpar Advisors 2026 Q2 filed July 9, 2026
- 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