Everpar Advisors

Everpar Advisors as of March 31, 2025

Portfolio Holdings for Everpar Advisors

Everpar Advisors holds 252 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 4.2 $7.9M 32k 245.30
Apple (AAPL) 3.9 $7.4M 33k 222.13
Microsoft Corporation (MSFT) 3.7 $6.9M 19k 375.39
Ishares Tr Core S&p500 Etf (IVV) 3.2 $6.0M 11k 561.88
NVIDIA Corporation (NVDA) 2.7 $5.2M 48k 108.38
Oneok (OKE) 2.6 $5.0M 50k 99.22
Amazon (AMZN) 2.2 $4.2M 22k 190.26
Tyson Foods Cl A (TSN) 2.1 $4.0M 63k 63.81
Meta Platforms Cl A (META) 1.9 $3.5M 6.1k 576.36
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.5 $2.9M 85k 34.25
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.5 $2.8M 80k 35.64
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $2.4M 42k 58.35
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.3M 15k 156.23
Tesla Motors (TSLA) 1.2 $2.2M 8.4k 259.16
Chevron Corporation (CVX) 1.1 $2.1M 13k 167.29
Eli Lilly & Co. (LLY) 1.1 $2.1M 2.5k 825.91
Broadcom (AVGO) 1.1 $2.0M 12k 167.43
Wal-Mart Stores (WMT) 0.9 $1.8M 20k 87.79
Mastercard Incorporated Cl A (MA) 0.9 $1.7M 3.2k 548.12
Johnson & Johnson (JNJ) 0.9 $1.7M 10k 165.84
Exxon Mobil Corporation (XOM) 0.9 $1.7M 14k 118.93
Netflix (NFLX) 0.9 $1.7M 1.8k 932.53
Sherwin-Williams Company (SHW) 0.9 $1.6M 4.7k 349.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.6M 2.9k 559.40
Oracle Corporation (ORCL) 0.9 $1.6M 12k 139.81
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.9 $1.6M 79k 20.53
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.5M 9.7k 154.64
Cisco Systems (CSCO) 0.8 $1.5M 24k 61.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.5M 8.5k 170.89
Coca-Cola Company (KO) 0.8 $1.4M 20k 71.62
W.W. Grainger (GWW) 0.7 $1.3M 1.3k 987.83
American Electric Power Company (AEP) 0.7 $1.3M 12k 109.27
Visa Com Cl A (V) 0.6 $1.2M 3.5k 350.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 4.3k 274.84
Procter & Gamble Company (PG) 0.6 $1.1M 6.6k 170.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.0M 2.0k 532.58
Qualcomm (QCOM) 0.5 $1.0M 6.5k 153.61
Abbvie (ABBV) 0.5 $1000k 4.8k 209.52
Merck & Co (MRK) 0.5 $993k 11k 89.76
Raytheon Technologies Corp (RTX) 0.5 $942k 7.1k 132.46
Verizon Communications (VZ) 0.5 $910k 20k 45.36
Blackstone Secd Lending Common Stock (BXSL) 0.5 $899k 28k 32.36
Williams Companies (WMB) 0.5 $870k 15k 59.76
TJX Companies (TJX) 0.5 $868k 7.1k 121.80
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.5 $858k 20k 42.02
Home Depot (HD) 0.5 $851k 2.3k 366.49
Mondelez Intl Cl A (MDLZ) 0.4 $836k 12k 67.85
McDonald's Corporation (MCD) 0.4 $793k 2.5k 312.37
Lowe's Companies (LOW) 0.4 $790k 3.4k 233.23
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $778k 4.7k 165.59
W.R. Berkley Corporation (WRB) 0.4 $770k 11k 71.16
Parker-Hannifin Corporation (PH) 0.4 $757k 1.2k 607.85
Boeing Company (BA) 0.4 $749k 4.4k 170.55
Lennox International (LII) 0.4 $745k 1.3k 560.83
Lpl Financial Holdings (LPLA) 0.4 $724k 2.2k 327.14
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.4 $719k 36k 19.96
Bristol Myers Squibb (BMY) 0.4 $701k 12k 60.99
Vanguard Index Fds Value Etf (VTV) 0.4 $690k 4.0k 172.74
Philip Morris International (PM) 0.4 $689k 4.3k 158.73
Amgen (AMGN) 0.4 $688k 2.2k 311.55
Teledyne Technologies Incorporated (TDY) 0.4 $687k 1.4k 497.71
American Intl Group Com New (AIG) 0.4 $684k 7.9k 86.94
Corteva (CTVA) 0.4 $681k 11k 62.93
Norfolk Southern (NSC) 0.4 $679k 2.9k 236.85
PNC Financial Services (PNC) 0.3 $656k 3.7k 175.77
Bank of America Corporation (BAC) 0.3 $652k 16k 41.73
Blackstone Group Inc Com Cl A (BX) 0.3 $651k 4.7k 139.78
Booking Holdings (BKNG) 0.3 $650k 141.00 4606.91
Illinois Tool Works (ITW) 0.3 $637k 2.6k 248.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $635k 6.8k 92.83
Vanguard Index Fds Large Cap Etf (VV) 0.3 $630k 2.5k 257.03
Intuitive Surgical Com New (ISRG) 0.3 $615k 1.2k 495.27
Progressive Corporation (PGR) 0.3 $600k 2.1k 283.01
Capital One Financial (COF) 0.3 $589k 3.3k 179.30
Ameriprise Financial (AMP) 0.3 $581k 1.2k 484.11
Cooper Cos (COO) 0.3 $579k 6.9k 84.35
One Gas (OGS) 0.3 $573k 7.6k 75.59
Medtronic SHS (MDT) 0.3 $565k 6.3k 89.86
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $564k 17k 33.40
Rollins (ROL) 0.3 $557k 10k 54.03
Pool Corporation (POOL) 0.3 $552k 1.7k 318.35
Atmos Energy Corporation (ATO) 0.3 $540k 3.5k 154.58
Arista Networks Com Shs (ANET) 0.3 $540k 7.0k 77.48
Jack Henry & Associates (JKHY) 0.3 $540k 3.0k 182.60
Astrazeneca Sponsored Adr (AZN) 0.3 $539k 7.3k 73.50
salesforce (CRM) 0.3 $534k 2.0k 268.36
Abbott Laboratories (ABT) 0.3 $529k 4.0k 132.65
Pepsi (PEP) 0.3 $527k 3.5k 149.94
Eaton Corp SHS (ETN) 0.3 $525k 1.9k 271.83
Uber Technologies (UBER) 0.3 $525k 7.2k 72.86
Palo Alto Networks (PANW) 0.3 $525k 3.1k 170.64
Wells Fargo & Company (WFC) 0.3 $522k 7.3k 71.79
Us Bancorp Del Com New (USB) 0.3 $521k 12k 42.22
Automatic Data Processing (ADP) 0.3 $520k 1.7k 305.53
Costco Wholesale Corporation (COST) 0.3 $519k 549.00 945.78
Allstate Corporation (ALL) 0.3 $517k 2.5k 207.07
Technipfmc (FTI) 0.3 $513k 16k 31.69
Intuit (INTU) 0.3 $505k 822.00 613.99
Ecolab (ECL) 0.3 $495k 2.0k 253.52
Walt Disney Company (DIS) 0.3 $493k 5.0k 98.70
Marsh & McLennan Companies (MMC) 0.3 $493k 2.0k 244.03
Bj's Wholesale Club Holdings (BJ) 0.3 $491k 4.3k 114.10
Watsco, Incorporated (WSO) 0.3 $480k 945.00 508.30
Sony Group Corp Sponsored Adr (SONY) 0.3 $479k 19k 25.39
Texas Instruments Incorporated (TXN) 0.3 $476k 2.7k 179.70
General Dynamics Corporation (GD) 0.3 $473k 1.7k 272.58
UnitedHealth (UNH) 0.3 $472k 902.00 523.75
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.3 $472k 23k 20.70
Lennar Corp Cl A (LEN) 0.2 $470k 4.1k 114.78
Phillips 66 (PSX) 0.2 $468k 3.8k 123.48
Vanguard Index Fds Growth Etf (VUG) 0.2 $464k 1.3k 370.82
Caterpillar (CAT) 0.2 $458k 1.4k 329.80
ConocoPhillips (COP) 0.2 $458k 4.4k 105.02
American Tower Reit (AMT) 0.2 $457k 2.1k 217.60
Fair Isaac Corporation (FICO) 0.2 $450k 244.00 1844.16
Goldman Sachs (GS) 0.2 $450k 823.00 546.29
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $445k 9.1k 48.76
Adobe Systems Incorporated (ADBE) 0.2 $439k 1.1k 383.53
Air Products & Chemicals (APD) 0.2 $436k 1.5k 294.92
Bentley Sys Com Cl B (BSY) 0.2 $433k 11k 39.34
Ansys (ANSS) 0.2 $432k 1.4k 316.56
Cme (CME) 0.2 $427k 1.6k 265.29
International Business Machines (IBM) 0.2 $427k 1.7k 248.66
At&t (T) 0.2 $424k 15k 28.28
Broadridge Financial Solutions (BR) 0.2 $424k 1.7k 242.46
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $422k 1.5k 282.56
Totalenergies Se Sponsored Ads (TTE) 0.2 $415k 6.4k 64.69
Zurn Water Solutions Corp Zws (ZWS) 0.2 $413k 13k 32.98
Equifax (EFX) 0.2 $411k 1.7k 243.56
Cabot Oil & Gas Corporation (CTRA) 0.2 $405k 14k 28.90
Bright Horizons Fam Sol In D (BFAM) 0.2 $405k 3.2k 127.04
Corning Incorporated (GLW) 0.2 $396k 8.6k 45.78
Applied Materials (AMAT) 0.2 $393k 2.7k 145.12
Crowdstrike Hldgs Cl A (CRWD) 0.2 $387k 1.1k 352.58
Xcel Energy (XEL) 0.2 $384k 5.4k 70.79
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.2 $381k 28k 13.63
Thermo Fisher Scientific (TMO) 0.2 $379k 762.00 497.60
Starbucks Corporation (SBUX) 0.2 $378k 3.9k 98.09
Martin Marietta Materials (MLM) 0.2 $377k 788.00 478.13
Danaher Corporation (DHR) 0.2 $374k 1.8k 205.00
Ge Aerospace Com New (GE) 0.2 $374k 1.9k 200.15
CVS Caremark Corporation (CVS) 0.2 $371k 5.5k 67.75
Centene Corporation (CNC) 0.2 $370k 6.1k 60.71
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $368k 1.9k 190.58
Citigroup Com New (C) 0.2 $367k 5.2k 70.99
Xylem (XYL) 0.2 $366k 3.1k 119.46
Yum! Brands (YUM) 0.2 $364k 2.3k 157.36
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $363k 748.00 484.82
Teradyne (TER) 0.2 $357k 4.3k 82.60
Universal Display Corporation (OLED) 0.2 $355k 2.5k 139.48
RPM International (RPM) 0.2 $352k 3.0k 115.68
Cohen & Steers Ltd Dur Pfd I (LDP) 0.2 $352k 17k 20.36
Accenture Plc Ireland Shs Class A (ACN) 0.2 $350k 1.1k 312.04
Constellation Brands Cl A (STZ) 0.2 $348k 1.9k 183.52
Vanguard World Inf Tech Etf (VGT) 0.2 $346k 637.00 542.38
Saia (SAIA) 0.2 $341k 975.00 349.43
Nextera Energy (NEE) 0.2 $336k 4.7k 70.89
Synopsys (SNPS) 0.2 $335k 782.00 428.85
Shopify Cl A (SHOP) 0.2 $332k 3.5k 95.48
Ishares Tr U.s. Tech Etf (IYW) 0.2 $331k 2.4k 140.43
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $328k 20k 16.59
Cullen/Frost Bankers (CFR) 0.2 $328k 2.6k 125.20
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $325k 16k 20.35
Morgan Stanley Com New (MS) 0.2 $325k 2.8k 116.67
Union Pacific Corporation (UNP) 0.2 $324k 1.4k 236.24
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $323k 17k 19.59
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $323k 17k 18.53
Alcon Ord Shs (ALC) 0.2 $322k 3.4k 94.93
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $321k 17k 19.48
Nordson Corporation (NDSN) 0.2 $320k 1.6k 201.72
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $317k 2.7k 116.36
3M Company (MMM) 0.2 $317k 2.2k 146.86
Emerson Electric (EMR) 0.2 $316k 2.9k 109.64
Choice Hotels International (CHH) 0.2 $311k 2.3k 132.78
Linde SHS (LIN) 0.2 $308k 662.00 465.64
Stryker Corporation (SYK) 0.2 $308k 827.00 372.25
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $307k 15k 20.68
Comcast Corp Cl A (CMCSA) 0.2 $305k 8.3k 36.90
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $305k 3.4k 90.68
Palantir Technologies Cl A (PLTR) 0.2 $304k 3.6k 84.40
Altria (MO) 0.2 $303k 5.1k 60.02
Cigna Corp (CI) 0.2 $302k 917.00 329.00
Chemed Corp Com Stk (CHE) 0.2 $298k 485.00 615.32
American Water Works (AWK) 0.2 $298k 2.0k 147.52
CSX Corporation (CSX) 0.2 $295k 10k 29.43
Moody's Corporation (MCO) 0.2 $293k 628.00 465.69
AmerisourceBergen (COR) 0.2 $286k 1.0k 278.09
Novo-nordisk A S Adr (NVO) 0.2 $286k 4.1k 69.44
McKesson Corporation (MCK) 0.2 $285k 424.00 672.99
Ishares Silver Tr Ishares (SLV) 0.2 $285k 9.2k 30.99
Intercontinental Exchange (ICE) 0.2 $285k 1.7k 172.50
Sempra Energy (SRE) 0.2 $283k 4.0k 71.36
Regeneron Pharmaceuticals (REGN) 0.2 $283k 446.00 634.23
MetLife (MET) 0.1 $281k 3.5k 80.29
Freeport-mcmoran CL B (FCX) 0.1 $281k 7.4k 37.86
Allegion Ord Shs (ALLE) 0.1 $279k 2.1k 130.46
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $278k 17k 16.31
Travelers Companies (TRV) 0.1 $277k 1.0k 264.46
Autodesk (ADSK) 0.1 $277k 1.1k 261.80
Charles River Laboratories (CRL) 0.1 $276k 1.8k 150.52
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $274k 1.4k 202.06
Scotts Miracle-gro Cl A (SMG) 0.1 $269k 4.9k 54.89
Blackrock (BLK) 0.1 $268k 283.00 946.48
Marathon Petroleum Corp (MPC) 0.1 $267k 1.8k 145.69
Anthem (ELV) 0.1 $265k 608.00 434.96
PG&E Corporation (PCG) 0.1 $263k 15k 17.18
AutoZone (AZO) 0.1 $263k 69.00 3812.78
Trane Technologies SHS (TT) 0.1 $263k 780.00 336.92
Ishares Tr Us Infrastruc (IFRA) 0.1 $263k 5.8k 45.07
Copart (CPRT) 0.1 $262k 4.6k 56.59
Duke Energy Corp Com New (DUK) 0.1 $260k 2.1k 121.97
Ge Vernova (GEV) 0.1 $257k 842.00 305.28
EOG Resources (EOG) 0.1 $256k 2.0k 128.24
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $256k 11k 24.24
Doordash Cl A (DASH) 0.1 $255k 1.4k 182.77
Intel Corporation (INTC) 0.1 $250k 11k 22.71
Labcorp Holdings Com Shs (LH) 0.1 $249k 1.1k 232.74
Monster Beverage Corp (MNST) 0.1 $248k 4.2k 58.52
Zoetis Cl A (ZTS) 0.1 $248k 1.5k 164.65
Thor Industries (THO) 0.1 $242k 3.2k 75.81
Paypal Holdings (PYPL) 0.1 $242k 3.7k 65.25
Quanta Services (PWR) 0.1 $242k 952.00 254.18
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $240k 12k 19.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $238k 1.4k 166.00
Equity Lifestyle Properties (ELS) 0.1 $237k 3.6k 66.70
Iqvia Holdings (IQV) 0.1 $237k 1.3k 176.30
Take-Two Interactive Software (TTWO) 0.1 $236k 1.1k 207.25
Charles Schwab Corporation (SCHW) 0.1 $236k 3.0k 78.28
Bok Finl Corp Com New (BOKF) 0.1 $233k 2.2k 104.15
Deere & Company (DE) 0.1 $232k 495.00 469.35
Ametek (AME) 0.1 $230k 1.3k 172.14
Amphenol Corp Cl A (APH) 0.1 $229k 3.5k 65.59
FactSet Research Systems (FDS) 0.1 $226k 497.00 454.64
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $225k 13k 17.59
Lockheed Martin Corporation (LMT) 0.1 $225k 504.00 446.71
Ishares Tr Core High Dv Etf (HDV) 0.1 $225k 1.9k 121.11
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $222k 859.00 258.62
Chubb (CB) 0.1 $221k 731.00 301.99
Natera (NTRA) 0.1 $220k 1.6k 141.41
Microchip Technology (MCHP) 0.1 $213k 4.4k 48.41
Hubspot (HUBS) 0.1 $211k 370.00 571.29
Royal Caribbean Cruises (RCL) 0.1 $211k 1.0k 205.44
American Express Company (AXP) 0.1 $211k 783.00 269.05
Siteone Landscape Supply (SITE) 0.1 $210k 1.7k 121.44
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $210k 4.0k 51.94
Spdr Gold Tr Gold Shs (GLD) 0.1 $205k 710.00 288.14
Northrop Grumman Corporation (NOC) 0.1 $204k 398.00 512.01
Exponent (EXPO) 0.1 $201k 2.5k 81.06
Spotify Technology S A SHS (SPOT) 0.1 $201k 365.00 550.03
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $201k 2.0k 100.62
AES Corporation (AES) 0.1 $155k 13k 12.42
Ngl Energy Partners Com Unit Repst (NGL) 0.1 $104k 23k 4.54