Everpar Advisors

Everpar Advisors as of June 30, 2025

Portfolio Holdings for Everpar Advisors

Everpar Advisors holds 266 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.6 $10M 21k 497.41
JPMorgan Chase & Co. (JPM) 4.3 $9.5M 33k 289.91
Ishares Tr Core S&p500 Etf (IVV) 4.2 $9.2M 15k 620.88
NVIDIA Corporation (NVDA) 3.9 $8.6M 54k 157.99
Apple (AAPL) 3.1 $6.9M 34k 205.17
Amazon (AMZN) 2.3 $5.0M 23k 219.39
Meta Platforms Cl A (META) 2.1 $4.6M 6.2k 738.09
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.0 $4.3M 106k 40.65
Oneok (OKE) 1.9 $4.1M 50k 81.63
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.8 $3.9M 98k 39.49
Broadcom (AVGO) 1.6 $3.6M 13k 275.65
Tyson Foods Cl A (TSN) 1.6 $3.6M 64k 55.94
Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $3.2M 52k 62.02
Tesla Motors (TSLA) 1.3 $2.9M 9.1k 317.66
Oracle Corporation (ORCL) 1.2 $2.6M 12k 218.63
Netflix (NFLX) 1.1 $2.5M 1.9k 1339.13
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.4M 13k 177.40
Wal-Mart Stores (WMT) 1.0 $2.2M 22k 97.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.0 $2.1M 12k 182.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.9M 3.1k 617.87
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.9M 11k 176.23
Eli Lilly & Co. (LLY) 0.8 $1.7M 2.2k 779.53
Mastercard Incorporated Cl A (MA) 0.8 $1.7M 3.0k 561.94
Chevron Corporation (CVX) 0.8 $1.7M 12k 143.19
Cisco Systems (CSCO) 0.7 $1.6M 24k 69.38
Sherwin-Williams Company (SHW) 0.7 $1.6M 4.7k 343.36
Johnson & Johnson (JNJ) 0.7 $1.6M 11k 152.75
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.7 $1.5M 79k 18.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.4M 4.7k 303.93
Exxon Mobil Corporation (XOM) 0.6 $1.4M 13k 107.80
W.W. Grainger (GWW) 0.6 $1.4M 1.3k 1040.24
Visa Com Cl A (V) 0.6 $1.3M 3.7k 355.05
American Electric Power Company (AEP) 0.6 $1.2M 12k 103.76
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.5 $1.2M 28k 43.21
Coca-Cola Company (KO) 0.5 $1.1M 16k 70.75
Raytheon Technologies Corp (RTX) 0.5 $1.0M 7.1k 146.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1000k 2.1k 485.77
Procter & Gamble Company (PG) 0.5 $998k 6.3k 159.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $992k 9.0k 110.10
Home Depot (HD) 0.4 $953k 2.6k 366.64
Qualcomm (QCOM) 0.4 $944k 5.9k 159.26
ConocoPhillips (COP) 0.4 $935k 10k 89.74
Williams Companies (WMB) 0.4 $910k 15k 62.81
Uber Technologies (UBER) 0.4 $899k 9.6k 93.30
Abbvie (ABBV) 0.4 $897k 4.8k 185.62
Parker-Hannifin Corporation (PH) 0.4 $864k 1.2k 698.47
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $864k 16k 55.41
Blackstone Secd Lending Common Stock (BXSL) 0.4 $854k 28k 30.75
Mondelez Intl Cl A (MDLZ) 0.4 $849k 13k 67.44
Verizon Communications (VZ) 0.4 $842k 20k 43.27
Boeing Company (BA) 0.4 $840k 4.0k 209.53
Lpl Financial Holdings (LPLA) 0.4 $825k 2.2k 374.97
Bank of America Corporation (BAC) 0.4 $814k 17k 47.32
TJX Companies (TJX) 0.4 $814k 6.6k 123.49
Merck & Co (MRK) 0.4 $811k 10k 79.16
Booking Holdings (BKNG) 0.4 $805k 139.00 5789.24
W.R. Berkley Corporation (WRB) 0.4 $804k 11k 73.47
Philip Morris International (PM) 0.4 $788k 4.3k 182.13
Norfolk Southern (NSC) 0.4 $772k 3.0k 255.97
Capital One Financial (COF) 0.3 $760k 3.6k 212.76
Teledyne Technologies Incorporated (TDY) 0.3 $759k 1.5k 512.31
Lowe's Companies (LOW) 0.3 $752k 3.4k 221.87
McDonald's Corporation (MCD) 0.3 $746k 2.6k 292.17
Eaton Corp SHS (ETN) 0.3 $744k 2.1k 356.99
Vanguard Index Fds Growth Etf (VUG) 0.3 $728k 1.7k 438.36
Intuit (INTU) 0.3 $727k 923.00 787.63
Palantir Technologies Cl A (PLTR) 0.3 $701k 5.1k 136.32
Vanguard Index Fds Large Cap Etf (VV) 0.3 $699k 2.5k 285.30
Intuitive Surgical Com New (ISRG) 0.3 $689k 1.3k 543.41
American Intl Group Com New (AIG) 0.3 $688k 8.0k 85.59
Corteva (CTVA) 0.3 $681k 9.1k 74.53
PNC Financial Services (PNC) 0.3 $679k 3.6k 186.42
Wells Fargo & Company (WFC) 0.3 $678k 8.5k 80.12
Vanguard Index Fds Value Etf (VTV) 0.3 $671k 3.8k 176.74
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $667k 12k 54.46
Amgen (AMGN) 0.3 $659k 2.4k 279.21
Blackstone Group Inc Com Cl A (BX) 0.3 $646k 4.3k 149.58
Walt Disney Company (DIS) 0.3 $640k 5.2k 124.01
Costco Wholesale Corporation (COST) 0.3 $640k 646.00 989.94
Phillips 66 (PSX) 0.3 $638k 5.3k 119.30
Arista Networks Com Shs (ANET) 0.3 $637k 6.2k 102.31
Illinois Tool Works (ITW) 0.3 $626k 2.5k 247.25
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $623k 17k 36.93
Caterpillar (CAT) 0.3 $619k 1.6k 388.21
Palo Alto Networks (PANW) 0.3 $618k 3.0k 204.64
Applied Materials (AMAT) 0.3 $606k 3.3k 183.07
Ameriprise Financial (AMP) 0.3 $602k 1.1k 533.73
Abbott Laboratories (ABT) 0.3 $602k 4.4k 136.01
Lennox International (LII) 0.3 $590k 1.0k 573.24
Bentley Sys Com Cl B (BSY) 0.3 $584k 11k 53.97
Rollins (ROL) 0.3 $582k 10k 56.42
Ishares Tr U.s. Tech Etf (IYW) 0.3 $579k 3.3k 173.28
Atmos Energy Corporation (ATO) 0.3 $574k 3.7k 154.11
Us Bancorp Del Com New (USB) 0.3 $565k 13k 45.25
Crowdstrike Hldgs Cl A (CRWD) 0.3 $559k 1.1k 509.31
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.3 $556k 33k 16.78
Medtronic SHS (MDT) 0.3 $555k 6.4k 87.17
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $548k 29k 18.70
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $547k 27k 20.49
Technipfmc (FTI) 0.2 $546k 16k 34.44
General Dynamics Corporation (GD) 0.2 $546k 1.9k 291.66
One Gas (OGS) 0.2 $545k 7.6k 71.86
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $544k 28k 19.65
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $541k 28k 19.52
Ge Aerospace Com New (GE) 0.2 $540k 2.1k 257.39
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.2 $536k 29k 18.72
Ecolab (ECL) 0.2 $533k 2.0k 269.44
Automatic Data Processing (ADP) 0.2 $529k 1.7k 308.40
Goldman Sachs (GS) 0.2 $529k 747.00 707.75
Jack Henry & Associates (JKHY) 0.2 $523k 2.9k 180.17
Ge Vernova (GEV) 0.2 $521k 984.00 529.15
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $520k 25k 20.68
International Business Machines (IBM) 0.2 $515k 1.7k 294.78
Bristol Myers Squibb (BMY) 0.2 $514k 11k 46.29
Astrazeneca Sponsored Adr (AZN) 0.2 $503k 7.2k 69.88
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.2 $503k 30k 16.53
Allstate Corporation (ALL) 0.2 $502k 2.5k 201.31
Adobe Systems Incorporated (ADBE) 0.2 $501k 1.3k 386.88
salesforce (CRM) 0.2 $489k 1.8k 272.69
Sony Group Corp Sponsored Adr (SONY) 0.2 $489k 19k 26.03
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $481k 4.3k 112.35
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $481k 23k 20.92
Progressive Corporation (PGR) 0.2 $477k 1.8k 266.86
At&t (T) 0.2 $474k 16k 28.94
Marsh & McLennan Companies (MMC) 0.2 $468k 2.1k 218.64
Texas Instruments Incorporated (TXN) 0.2 $467k 2.2k 207.62
Ansys (ANSS) 0.2 $465k 1.3k 351.22
Citigroup Com New (C) 0.2 $464k 5.4k 85.12
Corning Incorporated (GLW) 0.2 $463k 8.8k 52.59
Accenture Plc Ireland Shs Class A (ACN) 0.2 $462k 1.5k 298.89
American Tower Reit (AMT) 0.2 $454k 2.1k 221.02
Bj's Wholesale Club Holdings (BJ) 0.2 $452k 4.2k 107.83
Martin Marietta Materials (MLM) 0.2 $451k 821.00 548.96
Fair Isaac Corporation (FICO) 0.2 $448k 245.00 1827.96
Vanguard World Inf Tech Etf (VGT) 0.2 $446k 673.00 663.28
Lennar Corp Cl A (LEN) 0.2 $445k 4.0k 110.61
Zurn Water Solutions Corp Zws (ZWS) 0.2 $443k 12k 36.57
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $439k 1.4k 308.36
Equifax (EFX) 0.2 $438k 1.7k 259.37
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $437k 2.2k 195.42
Allegion Ord Shs (ALLE) 0.2 $434k 3.0k 144.12
Broadridge Financial Solutions (BR) 0.2 $428k 1.8k 243.03
Pool Corporation (POOL) 0.2 $425k 1.5k 291.48
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $424k 1.8k 240.25
Deere & Company (DE) 0.2 $420k 826.00 508.49
Synopsys (SNPS) 0.2 $418k 816.00 512.68
Morgan Stanley Com New (MS) 0.2 $412k 2.9k 140.86
Watsco, Incorporated (WSO) 0.2 $410k 929.00 441.62
Cme (CME) 0.2 $398k 1.4k 275.62
Intercontinental Exchange (ICE) 0.2 $396k 2.2k 183.47
Trane Technologies SHS (TT) 0.2 $392k 895.00 437.41
Ishares Tr Us Infrastruc (IFRA) 0.2 $387k 7.9k 49.19
Bright Horizons Fam Sol In D (BFAM) 0.2 $386k 3.1k 123.59
Air Products & Chemicals (APD) 0.2 $383k 1.4k 282.06
Nordson Corporation (NDSN) 0.2 $376k 1.8k 214.37
Cooper Cos (COO) 0.2 $375k 5.3k 71.16
Xcel Energy (XEL) 0.2 $375k 5.5k 68.10
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.2 $374k 27k 13.72
Universal Display Corporation (OLED) 0.2 $373k 2.4k 154.46
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $369k 3.2k 115.35
Quanta Services (PWR) 0.2 $368k 974.00 378.08
Pepsi (PEP) 0.2 $366k 2.8k 132.04
UnitedHealth (UNH) 0.2 $364k 1.2k 311.97
Amphenol Corp Cl A (APH) 0.2 $364k 3.7k 98.75
Marathon Petroleum Corp (MPC) 0.2 $361k 2.2k 166.11
3M Company (MMM) 0.2 $361k 2.4k 152.24
McKesson Corporation (MCK) 0.2 $357k 487.00 732.78
Nextera Energy (NEE) 0.2 $355k 5.1k 69.42
Cabot Oil & Gas Corporation (CTRA) 0.2 $355k 14k 25.38
Emerson Electric (EMR) 0.2 $353k 2.7k 133.33
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $353k 2.7k 131.78
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $353k 792.00 445.20
Doordash Cl A (DASH) 0.2 $352k 1.4k 246.51
Yum! Brands (YUM) 0.2 $352k 2.4k 148.18
CVS Caremark Corporation (CVS) 0.2 $351k 5.1k 68.98
Cohen & Steers Ltd Dur Pfd I (LDP) 0.2 $348k 17k 20.98
Comcast Corp Cl A (CMCSA) 0.2 $342k 9.6k 35.69
Totalenergies Se Sponsored Ads (TTE) 0.2 $338k 5.5k 61.39
Royal Caribbean Cruises (RCL) 0.2 $338k 1.1k 313.14
Union Pacific Corporation (UNP) 0.2 $335k 1.5k 230.08
Altria (MO) 0.2 $335k 5.7k 58.63
Gilead Sciences (GILD) 0.2 $334k 3.0k 110.87
Autodesk (ADSK) 0.2 $333k 1.1k 309.57
Servicenow (NOW) 0.2 $331k 322.00 1028.08
Cullen/Frost Bankers (CFR) 0.2 $331k 2.6k 128.54
Microchip Technology (MCHP) 0.1 $329k 4.7k 70.37
Blackrock (BLK) 0.1 $327k 312.00 1049.25
AmerisourceBergen (COR) 0.1 $326k 1.1k 299.85
Freeport-mcmoran CL B (FCX) 0.1 $326k 7.5k 43.35
RPM International (RPM) 0.1 $325k 3.0k 109.84
Danaher Corporation (DHR) 0.1 $324k 1.6k 197.54
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $320k 1.4k 226.49
Centene Corporation (CNC) 0.1 $318k 5.9k 54.28
Sempra Energy (SRE) 0.1 $317k 4.2k 75.77
Labcorp Holdings Com Shs (LH) 0.1 $317k 1.2k 262.51
Thermo Fisher Scientific (TMO) 0.1 $314k 774.00 405.46
Stryker Corporation (SYK) 0.1 $312k 789.00 395.63
Linde SHS (LIN) 0.1 $308k 657.00 469.18
Ishares Tr Core High Dv Etf (HDV) 0.1 $306k 2.6k 117.15
American Water Works (AWK) 0.1 $302k 2.2k 139.11
Ishares Silver Tr Ishares (SLV) 0.1 $302k 9.2k 32.81
Moody's Corporation (MCO) 0.1 $299k 596.00 501.59
Charles Schwab Corporation (SCHW) 0.1 $298k 3.3k 91.24
Travelers Companies (TRV) 0.1 $296k 1.1k 267.54
Chubb (CB) 0.1 $296k 1.0k 289.72
American Express Company (AXP) 0.1 $293k 918.00 318.98
Alcon Ord Shs (ALC) 0.1 $293k 3.3k 88.28
Spotify Technology S A SHS (SPOT) 0.1 $287k 374.00 767.34
Choice Hotels International (CHH) 0.1 $283k 2.2k 126.88
Take-Two Interactive Software (TTWO) 0.1 $281k 1.2k 242.85
Novo-nordisk A S Adr (NVO) 0.1 $279k 4.0k 69.02
MetLife (MET) 0.1 $277k 3.4k 80.42
Regeneron Pharmaceuticals (REGN) 0.1 $271k 517.00 525.00
Thor Industries (THO) 0.1 $271k 3.1k 88.81
Monster Beverage Corp (MNST) 0.1 $270k 4.3k 62.64
Cigna Corp (CI) 0.1 $269k 813.00 330.58
Starbucks Corporation (SBUX) 0.1 $268k 2.9k 91.63
Ishares Tr Core Div Grwth (DGRO) 0.1 $266k 4.2k 63.94
Nike CL B (NKE) 0.1 $265k 3.7k 71.04
Constellation Brands Cl A (STZ) 0.1 $263k 1.6k 162.68
Zoetis Cl A (ZTS) 0.1 $262k 1.7k 155.95
Lockheed Martin Corporation (LMT) 0.1 $259k 560.00 463.14
Natera (NTRA) 0.1 $259k 1.5k 168.94
Flutter Entmt SHS (FLUT) 0.1 $259k 906.00 285.76
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $258k 11k 24.45
FactSet Research Systems (FDS) 0.1 $254k 567.00 447.28
Snowflake Cl A (SNOW) 0.1 $250k 1.1k 223.77
Saia (SAIA) 0.1 $249k 908.00 273.99
Duke Energy Corp Com New (DUK) 0.1 $248k 2.1k 118.00
Vistra Energy (VST) 0.1 $248k 1.3k 193.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $245k 3.3k 73.63
CSX Corporation (CSX) 0.1 $244k 7.5k 32.63
Howmet Aerospace (HWM) 0.1 $242k 1.3k 186.13
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $240k 859.00 279.83
Honeywell International (HON) 0.1 $239k 1.0k 232.88
Paychex (PAYX) 0.1 $239k 1.6k 145.46
Delta Air Lines Inc Del Com New (DAL) 0.1 $236k 4.8k 49.18
ON Semiconductor (ON) 0.1 $236k 4.5k 52.41
Carrier Global Corporation (CARR) 0.1 $234k 3.2k 73.19
AutoZone (AZO) 0.1 $234k 63.00 3712.22
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $233k 13k 17.80
Intel Corporation (INTC) 0.1 $233k 10k 22.40
Chemed Corp Com Stk (CHE) 0.1 $233k 478.00 486.93
Tenet Healthcare Corp Com New (THC) 0.1 $231k 1.3k 176.00
Advanced Micro Devices (AMD) 0.1 $227k 1.6k 141.90
EOG Resources (EOG) 0.1 $227k 1.9k 119.61
Ametek (AME) 0.1 $223k 1.2k 180.96
Flex Ord (FLEX) 0.1 $222k 4.5k 49.92
Iqvia Holdings (IQV) 0.1 $221k 1.4k 157.59
Airbnb Com Cl A (ABNB) 0.1 $221k 1.7k 132.34
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $220k 2.3k 93.85
Bok Finl Corp Com New (BOKF) 0.1 $218k 2.2k 97.63
Spdr Gold Tr Gold Shs (GLD) 0.1 $216k 710.00 304.83
Kinder Morgan (KMI) 0.1 $216k 7.3k 29.40
Northrop Grumman Corporation (NOC) 0.1 $214k 427.00 499.98
Te Connectivity Ord Shs (TEL) 0.1 $213k 1.3k 168.67
Oshkosh Corporation (OSK) 0.1 $208k 1.8k 113.54
PG&E Corporation (PCG) 0.1 $205k 15k 13.94
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $205k 7.3k 28.12
Realty Income (O) 0.1 $205k 3.6k 57.61
Paypal Holdings (PYPL) 0.1 $204k 2.7k 74.32
Siteone Landscape Supply (SITE) 0.1 $203k 1.7k 120.94
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $201k 2.0k 100.54
Transunion (TRU) 0.1 $200k 2.3k 88.00
AES Corporation (AES) 0.1 $170k 16k 10.52
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $98k 23k 4.27