Everpar Advisors

Everpar Advisors as of Dec. 31, 2024

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