Everpar Advisors

Everpar Advisors as of Sept. 30, 2025

Portfolio Holdings for Everpar Advisors

Everpar Advisors holds 276 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.9 $12M 19k 669.30
Microsoft Corporation (MSFT) 4.4 $11M 22k 517.95
NVIDIA Corporation (NVDA) 4.4 $11M 60k 186.58
JPMorgan Chase & Co. (JPM) 4.1 $10M 33k 315.43
Apple (AAPL) 3.8 $9.6M 38k 254.63
Amazon (AMZN) 2.1 $5.3M 24k 219.57
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.1 $5.3M 121k 43.92
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.9 $4.8M 115k 42.03
Broadcom (AVGO) 1.8 $4.5M 14k 329.91
Meta Platforms Cl A (META) 1.7 $4.4M 6.0k 734.38
Tesla Motors (TSLA) 1.7 $4.2M 9.5k 444.74
Oneok (OKE) 1.7 $4.2M 58k 72.97
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $3.9M 60k 65.26
Alphabet Cap Stk Cl C (GOOG) 1.4 $3.5M 14k 243.54
Tyson Foods Cl A (TSN) 1.4 $3.5M 64k 54.30
Oracle Corporation (ORCL) 1.3 $3.4M 12k 281.24
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.0M 12k 243.11
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $2.8M 14k 194.50
Raytheon Technologies Corp (RTX) 0.9 $2.4M 14k 167.33
Wal-Mart Stores (WMT) 0.9 $2.4M 23k 103.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.2M 3.3k 666.13
Johnson & Johnson (JNJ) 0.8 $2.1M 11k 185.43
Eli Lilly & Co. (LLY) 0.8 $2.1M 2.7k 763.00
Chevron Corporation (CVX) 0.8 $2.0M 13k 155.29
Netflix (NFLX) 0.8 $2.0M 1.6k 1198.92
Mastercard Incorporated Cl A (MA) 0.7 $1.7M 3.1k 568.81
Cisco Systems (CSCO) 0.7 $1.7M 25k 68.42
Exxon Mobil Corporation (XOM) 0.7 $1.7M 15k 112.75
Sherwin-Williams Company (SHW) 0.6 $1.6M 4.6k 346.26
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.6 $1.6M 35k 44.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.5M 4.7k 328.17
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.6 $1.5M 79k 19.17
American Electric Power Company (AEP) 0.5 $1.3M 12k 112.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.3M 2.6k 502.74
Visa Com Cl A (V) 0.5 $1.3M 3.8k 341.38
Abbvie (ABBV) 0.5 $1.3M 5.4k 231.54
W.W. Grainger (GWW) 0.5 $1.2M 1.3k 952.96
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.5 $1.2M 73k 16.90
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $1.2M 65k 18.81
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $1.2M 59k 20.57
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.5 $1.2M 62k 19.71
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $1.2M 62k 19.56
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.5 $1.2M 56k 20.69
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.5 $1.1M 69k 16.68
Home Depot (HD) 0.4 $1.1M 2.8k 405.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.1M 9.3k 120.72
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $1.1M 16k 68.81
Coca-Cola Company (KO) 0.4 $1.0M 16k 66.32
Arista Networks Com Shs (ANET) 0.4 $946k 6.5k 145.71
Palantir Technologies Cl A (PLTR) 0.4 $938k 5.1k 182.42
Boeing Company (BA) 0.4 $938k 4.3k 215.83
ConocoPhillips (COP) 0.4 $927k 9.8k 94.59
TJX Companies (TJX) 0.4 $926k 6.4k 144.54
Norfolk Southern (NSC) 0.4 $921k 3.1k 300.41
Uber Technologies (UBER) 0.4 $915k 9.3k 97.97
Williams Companies (WMB) 0.4 $909k 14k 63.35
Parker-Hannifin Corporation (PH) 0.4 $908k 1.2k 758.15
Procter & Gamble Company (PG) 0.4 $908k 5.9k 153.65
Bank of America Corporation (BAC) 0.4 $902k 18k 51.59
Qualcomm (QCOM) 0.4 $899k 5.4k 166.36
Ishares Tr U.s. Tech Etf (IYW) 0.3 $882k 4.5k 195.88
Teledyne Technologies Incorporated (TDY) 0.3 $841k 1.4k 586.04
Merck & Co (MRK) 0.3 $833k 9.9k 83.93
W.R. Berkley Corporation (WRB) 0.3 $828k 11k 76.62
Lowe's Companies (LOW) 0.3 $825k 3.3k 251.31
McDonald's Corporation (MCD) 0.3 $821k 2.7k 303.93
Wells Fargo & Company (WFC) 0.3 $818k 9.8k 83.82
Vanguard Index Fds Growth Etf (VUG) 0.3 $812k 1.7k 479.50
Verizon Communications (VZ) 0.3 $790k 18k 43.95
Eaton Corp SHS (ETN) 0.3 $788k 2.1k 374.25
Capital One Financial (COF) 0.3 $776k 3.6k 212.58
PNC Financial Services (PNC) 0.3 $764k 3.8k 200.96
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $764k 13k 59.20
Mondelez Intl Cl A (MDLZ) 0.3 $758k 12k 62.47
Vanguard Index Fds Large Cap Etf (VV) 0.3 $754k 2.5k 307.86
Booking Holdings (BKNG) 0.3 $751k 139.00 5399.27
Blackstone Group Inc Com Cl A (BX) 0.3 $736k 4.3k 170.85
Caterpillar (CAT) 0.3 $729k 1.5k 477.15
Phillips 66 (PSX) 0.3 $729k 5.4k 136.02
Vanguard Index Fds Value Etf (VTV) 0.3 $707k 3.8k 186.49
Philip Morris International (PM) 0.3 $704k 4.3k 162.20
Corning Incorporated (GLW) 0.3 $699k 8.5k 82.03
Ge Aerospace Com New (GE) 0.3 $690k 2.3k 300.82
Applied Materials (AMAT) 0.3 $688k 3.4k 204.74
Lpl Financial Holdings (LPLA) 0.3 $681k 2.0k 332.69
Blackstone Secd Lending Common Stock (BXSL) 0.3 $679k 26k 26.07
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $672k 17k 39.54
Illinois Tool Works (ITW) 0.3 $671k 2.6k 260.76
General Dynamics Corporation (GD) 0.3 $644k 1.9k 341.00
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $631k 3.1k 206.51
Palo Alto Networks (PANW) 0.2 $624k 3.1k 203.62
Atmos Energy Corporation (ATO) 0.2 $620k 3.6k 170.75
Intuit (INTU) 0.2 $618k 905.00 682.91
Walt Disney Company (DIS) 0.2 $614k 5.4k 114.50
One Gas (OGS) 0.2 $614k 7.6k 80.94
Medtronic SHS (MDT) 0.2 $613k 6.4k 95.24
Goldman Sachs (GS) 0.2 $602k 756.00 796.35
Abbott Laboratories (ABT) 0.2 $598k 4.5k 133.94
Corteva (CTVA) 0.2 $597k 8.8k 67.63
Amgen (AMGN) 0.2 $595k 2.1k 282.20
Rollins (ROL) 0.2 $593k 10k 58.74
Costco Wholesale Corporation (COST) 0.2 $592k 640.00 925.63
Us Bancorp Del Com New (USB) 0.2 $589k 12k 48.33
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $562k 4.5k 125.96
International Business Machines (IBM) 0.2 $555k 2.0k 282.16
At&t (T) 0.2 $551k 20k 28.24
Zurn Water Solutions Corp Zws (ZWS) 0.2 $550k 12k 47.03
American Intl Group Com New (AIG) 0.2 $543k 6.9k 78.54
UnitedHealth (UNH) 0.2 $543k 1.6k 345.30
Astrazeneca Sponsored Adr (AZN) 0.2 $540k 7.0k 76.72
Bentley Sys Com Cl B (BSY) 0.2 $540k 11k 51.48
Citigroup Com New (C) 0.2 $539k 5.3k 101.50
Allstate Corporation (ALL) 0.2 $535k 2.5k 214.65
Allegion Ord Shs (ALLE) 0.2 $535k 3.0k 177.35
Pepsi (PEP) 0.2 $531k 3.8k 140.44
Ecolab (ECL) 0.2 $528k 1.9k 273.86
Ameriprise Financial (AMP) 0.2 $518k 1.1k 491.25
Lennar Corp Cl A (LEN) 0.2 $516k 4.1k 126.04
Martin Marietta Materials (MLM) 0.2 $508k 806.00 630.28
Crowdstrike Hldgs Cl A (CRWD) 0.2 $505k 1.0k 490.38
Vanguard World Inf Tech Etf (VGT) 0.2 $503k 673.00 746.63
Technipfmc (FTI) 0.2 $499k 13k 39.45
Sony Group Corp Sponsored Adr (SONY) 0.2 $494k 17k 28.79
Automatic Data Processing (ADP) 0.2 $490k 1.7k 293.50
Thermo Fisher Scientific (TMO) 0.2 $481k 991.00 485.02
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $469k 1.8k 256.47
salesforce (CRM) 0.2 $465k 2.0k 237.00
Morgan Stanley Com New (MS) 0.2 $463k 2.9k 158.96
Amphenol Corp Cl A (APH) 0.2 $460k 3.7k 123.75
Lennox International (LII) 0.2 $457k 864.00 529.36
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $455k 3.1k 148.61
Intuitive Surgical Com New (ISRG) 0.2 $454k 1.0k 447.23
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $450k 22k 20.93
Ishares Tr Core High Dv Etf (HDV) 0.2 $447k 3.6k 122.46
Xcel Energy (XEL) 0.2 $442k 5.5k 80.65
Ishares Silver Tr Ishares (SLV) 0.2 $436k 10k 42.37
Synopsys (SNPS) 0.2 $436k 883.00 493.39
Ge Vernova (GEV) 0.2 $433k 704.00 614.90
Ishares Tr Us Infrastruc (IFRA) 0.2 $432k 8.2k 52.82
Progressive Corporation (PGR) 0.2 $423k 1.7k 246.95
Bristol Myers Squibb (BMY) 0.2 $422k 9.4k 45.10
Equifax (EFX) 0.2 $413k 1.6k 256.53
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.2 $405k 25k 15.94
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.2 $404k 25k 16.08
Nextera Energy (NEE) 0.2 $403k 5.3k 75.49
Texas Instruments Incorporated (TXN) 0.2 $403k 2.2k 183.73
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $403k 1.4k 297.16
Ishares Tr Core Div Grwth (DGRO) 0.2 $402k 5.9k 68.08
Pool Corporation (POOL) 0.2 $402k 1.3k 310.07
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $395k 1.4k 279.29
Marathon Petroleum Corp (MPC) 0.2 $392k 2.0k 192.74
Union Pacific Corporation (UNP) 0.2 $388k 1.6k 236.37
Broadridge Financial Solutions (BR) 0.2 $386k 1.6k 238.17
Adobe Systems Incorporated (ADBE) 0.2 $386k 1.1k 352.75
Altria (MO) 0.2 $384k 5.8k 66.06
Yum! Brands (YUM) 0.2 $384k 2.5k 152.00
Blackrock (BLK) 0.2 $384k 329.00 1165.87
Gilead Sciences (GILD) 0.2 $383k 3.5k 111.00
CVS Caremark Corporation (CVS) 0.1 $379k 5.0k 75.39
Doordash Cl A (DASH) 0.1 $379k 1.4k 271.99
Lockheed Martin Corporation (LMT) 0.1 $374k 750.00 499.21
Watsco, Incorporated (WSO) 0.1 $373k 922.00 404.30
Sempra Energy (SRE) 0.1 $371k 4.1k 89.98
Quanta Services (PWR) 0.1 $366k 883.00 414.42
Cme (CME) 0.1 $365k 1.4k 270.19
Bj's Wholesale Club Holdings (BJ) 0.1 $364k 3.9k 93.25
Intel Corporation (INTC) 0.1 $363k 11k 33.55
3M Company (MMM) 0.1 $360k 2.3k 155.18
Nordson Corporation (NDSN) 0.1 $359k 1.6k 226.95
Cohen & Steers Ltd Dur Pfd I (LDP) 0.1 $359k 17k 21.67
Trane Technologies SHS (TT) 0.1 $359k 850.00 421.96
Emerson Electric (EMR) 0.1 $349k 2.7k 131.18
Advanced Micro Devices (AMD) 0.1 $347k 2.1k 161.79
Regeneron Pharmaceuticals (REGN) 0.1 $347k 617.00 562.27
American Tower Reit (AMT) 0.1 $344k 1.8k 192.32
Royal Caribbean Cruises (RCL) 0.1 $340k 1.1k 323.58
Fair Isaac Corporation (FICO) 0.1 $340k 227.00 1496.53
Robinhood Mkts Com Cl A (HOOD) 0.1 $339k 2.4k 143.18
Vistra Energy (VST) 0.1 $338k 1.7k 195.92
Intercontinental Exchange (ICE) 0.1 $334k 2.0k 168.48
RPM International (RPM) 0.1 $333k 2.8k 117.88
Autodesk (ADSK) 0.1 $331k 1.0k 317.67
Linde SHS (LIN) 0.1 $330k 695.00 475.00
Chubb (CB) 0.1 $328k 1.2k 282.25
American Express Company (AXP) 0.1 $328k 986.00 332.16
McKesson Corporation (MCK) 0.1 $327k 423.00 772.54
Travelers Companies (TRV) 0.1 $326k 1.2k 279.22
Marsh & McLennan Companies (MMC) 0.1 $324k 1.6k 201.53
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $324k 2.5k 128.40
Duke Energy Corp Com New (DUK) 0.1 $322k 2.6k 123.75
AmerisourceBergen (COR) 0.1 $321k 1.0k 312.53
Micron Technology (MU) 0.1 $320k 1.9k 167.32
Charles Schwab Corporation (SCHW) 0.1 $319k 3.3k 95.48
Jack Henry & Associates (JKHY) 0.1 $315k 2.1k 148.93
Labcorp Holdings Com Shs (LH) 0.1 $314k 1.1k 287.06
Air Products & Chemicals (APD) 0.1 $313k 1.1k 272.72
Schlumberger Com Stk (SLB) 0.1 $312k 9.1k 34.37
Servicenow (NOW) 0.1 $311k 338.00 920.28
Constellation Brands Cl A (STZ) 0.1 $310k 2.3k 134.67
Deere & Company (DE) 0.1 $309k 675.00 457.26
Thor Industries (THO) 0.1 $303k 2.9k 103.69
Cullen/Frost Bankers (CFR) 0.1 $303k 2.4k 126.77
Accenture Plc Ireland Shs Class A (ACN) 0.1 $301k 1.2k 246.60
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $301k 3.2k 95.14
Take-Two Interactive Software (TTWO) 0.1 $298k 1.2k 258.36
Spdr Gold Tr Gold Shs (GLD) 0.1 $296k 832.00 355.47
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $295k 753.00 391.64
Comcast Corp Cl A (CMCSA) 0.1 $293k 9.3k 31.42
Cooper Cos (COO) 0.1 $293k 4.3k 68.56
Centene Corporation (CNC) 0.1 $292k 8.2k 35.68
Monster Beverage Corp (MNST) 0.1 $286k 4.2k 67.31
Te Connectivity Ord Shs (TEL) 0.1 $285k 1.3k 219.53
Stryker Corporation (SYK) 0.1 $282k 762.00 369.67
Totalenergies Se Sponsored Ads (TTE) 0.1 $280k 4.7k 59.69
Microchip Technology (MCHP) 0.1 $275k 4.3k 64.22
MetLife (MET) 0.1 $274k 3.3k 82.37
Nike CL B (NKE) 0.1 $272k 3.9k 69.72
AutoZone (AZO) 0.1 $270k 63.00 4290.24
Universal Display Corporation (OLED) 0.1 $268k 1.9k 143.63
Pfizer (PFE) 0.1 $267k 11k 25.48
Bright Horizons Fam Sol In D (BFAM) 0.1 $267k 2.5k 108.57
Freeport-mcmoran CL B (FCX) 0.1 $267k 6.8k 39.22
Alnylam Pharmaceuticals (ALNY) 0.1 $266k 583.00 456.00
Iqvia Holdings (IQV) 0.1 $265k 1.4k 189.94
Northrop Grumman Corporation (NOC) 0.1 $265k 435.00 609.32
CSX Corporation (CSX) 0.1 $264k 7.4k 35.51
Ul Solutions Class A Com Shs (ULS) 0.1 $262k 3.7k 70.86
Cabot Oil & Gas Corporation (CTRA) 0.1 $261k 11k 23.65
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $261k 11k 24.70
Anthem (ELV) 0.1 $255k 789.00 323.12
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $252k 859.00 293.74
Snowflake Com Shs (SNOW) 0.1 $251k 1.1k 225.55
Howmet Aerospace (HWM) 0.1 $251k 1.3k 196.23
Bok Finl Corp Com New (BOKF) 0.1 $249k 2.2k 111.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $248k 3.3k 74.37
Flutter Entmt SHS (FLUT) 0.1 $247k 972.00 254.00
Saia (SAIA) 0.1 $245k 818.00 299.36
Danaher Corporation (DHR) 0.1 $244k 1.2k 198.26
Realty Income (O) 0.1 $243k 4.0k 60.79
Starbucks Corporation (SBUX) 0.1 $243k 2.9k 84.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $243k 1.2k 203.56
Flex Ord (FLEX) 0.1 $242k 4.2k 57.97
Lam Research Corp Com New (LRCX) 0.1 $241k 1.8k 133.90
American Water Works (AWK) 0.1 $241k 1.7k 139.19
Moody's Corporation (MCO) 0.1 $238k 500.00 476.48
Tenet Healthcare Corp Com New (THC) 0.1 $236k 1.2k 203.04
Cbre Group Cl A (CBRE) 0.1 $236k 1.5k 157.56
Wec Energy Group (WEC) 0.1 $233k 2.0k 114.59
Spotify Technology S A SHS (SPOT) 0.1 $231k 331.00 698.00
Delta Air Lines Inc Del Com New (DAL) 0.1 $230k 4.1k 56.75
Oshkosh Corporation (OSK) 0.1 $229k 1.8k 129.70
Cadence Design Systems (CDNS) 0.1 $228k 649.00 351.26
Cummins (CMI) 0.1 $226k 535.00 422.37
Natera (NTRA) 0.1 $226k 1.4k 160.97
Ametek (AME) 0.1 $225k 1.2k 188.00
Novo-nordisk A S Adr (NVO) 0.1 $223k 4.0k 55.49
Snap-on Incorporated (SNA) 0.1 $223k 643.00 346.53
Alcon Ord Shs (ALC) 0.1 $222k 3.0k 74.51
Fastenal Company (FAST) 0.1 $221k 4.5k 49.04
Itt (ITT) 0.1 $216k 1.2k 178.76
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $216k 7.5k 28.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $215k 352.00 612.05
O'reilly Automotive (ORLY) 0.1 $213k 2.0k 107.81
Insmed Com Par $.01 (INSM) 0.1 $209k 1.5k 144.01
EOG Resources (EOG) 0.1 $209k 1.9k 112.12
Barrick Mng Corp Com Shs (B) 0.1 $208k 6.3k 32.77
ON Semiconductor (ON) 0.1 $206k 4.2k 49.31
Asml Holding N V N Y Registry Shs (ASML) 0.1 $204k 211.00 968.09
Applovin Corp Com Cl A (APP) 0.1 $203k 282.00 718.54
Metropcs Communications (TMUS) 0.1 $203k 846.00 239.38
Paypal Holdings (PYPL) 0.1 $202k 3.0k 67.06
Lauder Estee Cos Cl A (EL) 0.1 $201k 2.3k 88.12
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $201k 2.0k 100.69
PG&E Corporation (PCG) 0.1 $190k 13k 15.08
AES Corporation (AES) 0.1 $181k 14k 13.16
Ngl Energy Partners Com Unit Repst (NGL) 0.1 $138k 23k 6.00