Everpar Advisors

Everpar Advisors as of Dec. 31, 2025

Portfolio Holdings for Everpar Advisors

Everpar Advisors holds 268 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 6.6 $18M 26k 684.94
NVIDIA Corporation (NVDA) 4.6 $12M 66k 186.50
Apple (AAPL) 4.2 $11M 42k 271.86
Microsoft Corporation (MSFT) 4.1 $11M 23k 483.63
JPMorgan Chase & Co. (JPM) 4.0 $11M 34k 322.22
Amazon (AMZN) 2.2 $6.0M 26k 230.82
Broadcom (AVGO) 1.9 $5.2M 15k 346.09
Alphabet Cap Stk Cl C (GOOG) 1.8 $5.0M 16k 313.79
Tyson Foods Cl A (TSN) 1.8 $4.8M 81k 58.62
Alphabet Cap Stk Cl A (GOOGL) 1.7 $4.5M 15k 313.01
Tesla Motors (TSLA) 1.7 $4.5M 10k 449.74
Meta Platforms Cl A (META) 1.6 $4.2M 6.4k 660.09
Oneok (OKE) 1.5 $4.2M 57k 73.50
Spdr Series Trust State Street Spd (SPYG) 1.3 $3.6M 34k 106.70
Eli Lilly & Co. (LLY) 1.2 $3.3M 3.0k 1074.68
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.1 $3.0M 50k 60.81
Wal-Mart Stores (WMT) 1.1 $3.0M 27k 111.41
Vanguard Index Fds Growth Etf (VUG) 1.0 $2.8M 5.7k 487.84
Vanguard Index Fds Value Etf (VTV) 1.0 $2.7M 14k 190.99
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.0 $2.6M 59k 44.47
Ishares Tr U S Equity Factr (LRGF) 1.0 $2.6M 37k 69.43
Raytheon Technologies Corp (RTX) 0.9 $2.6M 14k 183.40
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.9 $2.4M 56k 43.64
Johnson & Johnson (JNJ) 0.9 $2.3M 11k 206.96
Oracle Corporation (ORCL) 0.9 $2.3M 12k 194.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $2.3M 3.3k 682.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.2M 33k 66.00
Cisco Systems (CSCO) 0.8 $2.1M 27k 77.03
Chevron Corporation (CVX) 0.7 $1.9M 12k 152.41
Exxon Mobil Corporation (XOM) 0.7 $1.8M 15k 120.34
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.7 $1.8M 7.9k 224.67
Mastercard Incorporated Cl A (MA) 0.6 $1.7M 3.0k 570.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.6M 4.7k 335.27
Netflix (NFLX) 0.6 $1.5M 16k 93.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.5M 3.1k 502.65
Visa Com Cl A (V) 0.6 $1.5M 4.3k 350.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $1.5M 7.5k 198.61
Simmons 1st Natl Corp Cl A $1 Par (SFNC) 0.5 $1.5M 79k 18.85
Abbvie (ABBV) 0.5 $1.4M 6.3k 228.49
Sherwin-Williams Company (SHW) 0.5 $1.4M 4.4k 324.03
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $1.3M 5.3k 250.32
W.W. Grainger (GWW) 0.5 $1.3M 1.3k 1009.05
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.5 $1.3M 76k 16.92
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $1.3M 61k 20.60
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $1.3M 67k 18.84
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.5 $1.3M 64k 19.74
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $1.3M 64k 19.57
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.5 $1.2M 73k 16.70
American Electric Power Company (AEP) 0.4 $1.2M 10k 115.31
Bank of America Corporation (BAC) 0.4 $1.1M 20k 55.00
Palantir Technologies Cl A (PLTR) 0.4 $1.1M 5.9k 177.75
Qualcomm (QCOM) 0.4 $1.0M 5.9k 171.05
Caterpillar (CAT) 0.4 $1.0M 1.7k 572.87
Williams Companies (WMB) 0.4 $996k 17k 60.11
Micron Technology (MU) 0.4 $973k 3.4k 285.41
TJX Companies (TJX) 0.4 $969k 6.3k 153.61
Norfolk Southern (NSC) 0.3 $913k 3.2k 288.72
Arista Networks Com Shs (ANET) 0.3 $911k 6.9k 131.03
Parker-Hannifin Corporation (PH) 0.3 $901k 1.0k 878.96
Goldman Sachs (GS) 0.3 $895k 1.0k 879.00
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.3 $885k 42k 20.88
Coca-Cola Company (KO) 0.3 $884k 13k 69.91
Wells Fargo & Company (WFC) 0.3 $876k 9.4k 93.20
Applied Materials (AMAT) 0.3 $872k 3.4k 256.99
Merck & Co (MRK) 0.3 $866k 8.2k 105.26
Boeing Company (BA) 0.3 $824k 3.8k 217.12
McDonald's Corporation (MCD) 0.3 $797k 2.6k 305.68
Capital One Financial (COF) 0.3 $797k 3.3k 242.36
Lowe's Companies (LOW) 0.3 $780k 3.2k 241.16
Vanguard Index Fds Large Cap Etf (VV) 0.3 $771k 2.5k 314.80
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $752k 2.5k 303.84
Ge Aerospace Com New (GE) 0.3 $742k 2.4k 308.03
Thermo Fisher Scientific (TMO) 0.3 $738k 1.3k 579.45
Procter & Gamble Company (PG) 0.3 $735k 5.1k 143.31
Philip Morris International (PM) 0.3 $726k 4.5k 160.40
Booking Holdings (BKNG) 0.3 $718k 134.00 5355.33
Walt Disney Company (DIS) 0.3 $713k 6.3k 113.77
Home Depot (HD) 0.3 $687k 2.0k 344.16
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $684k 17k 40.23
Pepsi (PEP) 0.3 $684k 4.8k 143.52
Corning Incorporated (GLW) 0.3 $683k 7.8k 87.56
salesforce (CRM) 0.2 $670k 2.5k 264.91
International Business Machines (IBM) 0.2 $664k 2.2k 296.21
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $664k 10k 64.31
Ishares Silver Tr Ishares (SLV) 0.2 $663k 10k 64.42
W.R. Berkley Corporation (WRB) 0.2 $662k 9.4k 70.12
Ishares Tr Core Div Grwth (DGRO) 0.2 $658k 9.5k 69.42
Amgen (AMGN) 0.2 $656k 2.0k 327.29
Intuitive Surgical Com New (ISRG) 0.2 $650k 1.1k 566.36
ConocoPhillips (COP) 0.2 $642k 6.9k 93.61
Intuit (INTU) 0.2 $637k 961.00 662.42
Citigroup Com New (C) 0.2 $635k 5.4k 116.69
Phillips 66 (PSX) 0.2 $633k 4.9k 129.04
Ishares Tr Core High Dv Etf (HDV) 0.2 $617k 5.1k 121.62
Blackstone Secd Lending Common Stock (BXSL) 0.2 $616k 23k 26.33
Blackstone Group Inc Com Cl A (BX) 0.2 $614k 4.0k 154.14
PNC Financial Services (PNC) 0.2 $609k 2.9k 208.77
UnitedHealth (UNH) 0.2 $590k 1.8k 330.11
Amphenol Corp Cl A (APH) 0.2 $570k 4.2k 135.14
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.2 $564k 13k 43.74
One Gas (OGS) 0.2 $562k 7.3k 77.25
Astrazeneca Sponsored Adr (AZN) 0.2 $556k 6.0k 91.93
Illinois Tool Works (ITW) 0.2 $555k 2.3k 246.30
Morgan Stanley Com New (MS) 0.2 $550k 3.1k 177.53
Mondelez Intl Cl A (MDLZ) 0.2 $550k 10k 53.83
AmerisourceBergen (COR) 0.2 $548k 1.6k 337.75
Technipfmc (FTI) 0.2 $547k 12k 44.56
Allstate Corporation (ALL) 0.2 $546k 2.6k 208.15
Costco Wholesale Corporation (COST) 0.2 $546k 633.00 862.34
Lam Research Corp Com New (LRCX) 0.2 $546k 3.2k 171.18
Verizon Communications (VZ) 0.2 $545k 13k 40.73
Palo Alto Networks (PANW) 0.2 $544k 3.0k 184.20
Gilead Sciences (GILD) 0.2 $539k 4.4k 122.74
Us Bancorp Del Com New (USB) 0.2 $530k 9.9k 53.36
General Dynamics Corporation (GD) 0.2 $523k 1.6k 336.66
Teledyne Technologies Incorporated (TDY) 0.2 $521k 1.0k 510.73
Advanced Micro Devices (AMD) 0.2 $518k 2.4k 214.16
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $518k 3.2k 160.97
Accenture Plc Ireland Shs Class A (ACN) 0.2 $508k 1.9k 268.24
Eaton Corp SHS (ETN) 0.2 $508k 1.6k 318.57
Vanguard World Inf Tech Etf (VGT) 0.2 $507k 673.00 753.78
Chubb (CB) 0.2 $505k 1.6k 312.12
Atmos Energy Corporation (ATO) 0.2 $499k 3.0k 167.63
Bristol Myers Squibb (BMY) 0.2 $496k 9.2k 53.94
Lpl Financial Holdings (LPLA) 0.2 $495k 1.4k 357.17
Applovin Corp Com Cl A (APP) 0.2 $492k 730.00 673.82
At&t (T) 0.2 $491k 20k 24.84
Ge Vernova (GEV) 0.2 $488k 747.00 653.57
Corteva (CTVA) 0.2 $487k 7.3k 67.03
American Intl Group Com New (AIG) 0.2 $484k 5.7k 85.55
Take-Two Interactive Software (TTWO) 0.2 $480k 1.9k 256.03
Abbott Laboratories (ABT) 0.2 $477k 3.8k 125.29
Medtronic SHS (MDT) 0.2 $476k 5.0k 96.06
Iqvia Holdings (IQV) 0.2 $472k 2.1k 225.41
American Express Company (AXP) 0.2 $461k 1.2k 370.09
McKesson Corporation (MCK) 0.2 $455k 555.00 820.29
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $452k 22k 21.00
Kla Corp Com New (KLAC) 0.2 $442k 364.00 1215.08
Crowdstrike Hldgs Cl A (CRWD) 0.2 $438k 935.00 468.76
Ecolab (ECL) 0.2 $437k 1.7k 262.52
Travelers Companies (TRV) 0.2 $435k 1.5k 290.06
Progressive Corporation (PGR) 0.2 $433k 1.9k 227.72
Ishares Tr Core Msci Eafe (IEFA) 0.2 $433k 4.8k 89.46
Ameriprise Financial (AMP) 0.2 $431k 879.00 490.34
Nextera Energy (NEE) 0.2 $429k 5.3k 80.28
Martin Marietta Materials (MLM) 0.2 $420k 674.00 622.66
Rollins (ROL) 0.2 $417k 6.9k 60.02
Intel Corporation (INTC) 0.2 $416k 11k 36.90
Uber Technologies (UBER) 0.2 $415k 5.1k 81.71
Automatic Data Processing (ADP) 0.2 $410k 1.6k 257.23
CVS Caremark Corporation (CVS) 0.2 $408k 5.1k 79.36
Cummins (CMI) 0.2 $406k 796.00 510.45
Spdr Gold Tr Gold Shs (GLD) 0.2 $405k 1.0k 396.31
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $393k 4.2k 94.16
United Parcel Service CL B (UPS) 0.1 $392k 4.0k 99.19
Blackrock (BLK) 0.1 $391k 365.00 1070.34
Regeneron Pharmaceuticals (REGN) 0.1 $390k 505.00 771.87
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $385k 3.1k 123.25
3M Company (MMM) 0.1 $378k 2.4k 160.10
Autodesk (ADSK) 0.1 $375k 1.3k 296.01
Charles Schwab Corporation (SCHW) 0.1 $372k 3.7k 99.92
Quanta Services (PWR) 0.1 $369k 875.00 422.06
Yum! Brands (YUM) 0.1 $369k 2.4k 151.28
Constellation Energy (CEG) 0.1 $365k 1.0k 353.27
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $364k 1.7k 212.07
Honeywell International (HON) 0.1 $363k 1.9k 195.09
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $362k 798.00 453.36
Monster Beverage Corp (MNST) 0.1 $359k 4.7k 76.67
Zurn Water Solutions Corp Zws (ZWS) 0.1 $352k 7.6k 46.49
Ishares Tr U.s. Tech Etf (IYW) 0.1 $347k 1.7k 199.63
Lockheed Martin Corporation (LMT) 0.1 $346k 715.00 483.67
Cbre Group Cl A (CBRE) 0.1 $345k 2.1k 160.79
Xcel Energy (XEL) 0.1 $344k 4.7k 73.86
Lennox International (LII) 0.1 $340k 701.00 485.58
Danaher Corporation (DHR) 0.1 $339k 1.5k 228.92
Freeport-mcmoran CL B (FCX) 0.1 $339k 6.7k 50.79
Cme (CME) 0.1 $338k 1.2k 273.08
Sony Group Corp Sponsored Adr (SONY) 0.1 $338k 13k 25.60
Nordson Corporation (NDSN) 0.1 $337k 1.4k 240.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $329k 695.00 473.30
Trane Technologies SHS (TT) 0.1 $326k 838.00 389.20
Allegion Ord Shs (ALLE) 0.1 $324k 2.0k 159.22
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $323k 20k 15.86
Deere & Company (DE) 0.1 $322k 691.00 465.57
Marsh & McLennan Companies (MMC) 0.1 $321k 1.7k 185.52
Comcast Corp Cl A (CMCSA) 0.1 $319k 11k 29.89
Welltower Inc Com reit (WELL) 0.1 $319k 1.7k 185.61
Doordash Cl A (DASH) 0.1 $319k 1.4k 226.48
Marathon Petroleum Corp (MPC) 0.1 $317k 1.9k 162.63
Lennar Corp Cl A (LEN) 0.1 $314k 3.1k 102.80
Altria (MO) 0.1 $313k 5.4k 57.66
Texas Instruments Incorporated (TXN) 0.1 $312k 1.8k 173.49
Adobe Systems Incorporated (ADBE) 0.1 $311k 889.00 349.99
Anthem (ELV) 0.1 $309k 881.00 350.55
Synopsys (SNPS) 0.1 $309k 657.00 469.72
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.1 $306k 19k 16.48
Howmet Aerospace (HWM) 0.1 $305k 1.5k 205.02
United Rentals (URI) 0.1 $300k 371.00 809.32
Broadridge Financial Solutions (BR) 0.1 $300k 1.3k 223.17
Duke Energy Corp Com New (DUK) 0.1 $298k 2.5k 117.21
Dell Technologies CL C (DELL) 0.1 $296k 2.3k 125.88
Linde SHS (LIN) 0.1 $294k 690.00 426.39
Bank of New York Mellon Corporation (BK) 0.1 $293k 2.5k 116.09
Colgate-Palmolive Company (CL) 0.1 $290k 3.7k 79.02
Teradyne (TER) 0.1 $287k 1.5k 193.56
Jack Henry & Associates (JKHY) 0.1 $285k 1.6k 182.48
Cohen & Steers Ltd Dur Pfd I (LDP) 0.1 $281k 13k 21.17
Dollar General (DG) 0.1 $279k 2.1k 132.77
AutoZone (AZO) 0.1 $278k 82.00 3391.50
Western Digital (WDC) 0.1 $275k 1.6k 172.27
SLB Com Stk (SLB) 0.1 $274k 7.1k 38.38
Novartis Sponsored Adr (NVS) 0.1 $274k 2.0k 137.87
Insmed Com Par $.01 (INSM) 0.1 $274k 1.6k 174.04
Intercontinental Exchange (ICE) 0.1 $274k 1.7k 161.96
Union Pacific Corporation (UNP) 0.1 $274k 1.2k 231.32
MetLife (MET) 0.1 $270k 3.4k 78.94
Royal Caribbean Cruises (RCL) 0.1 $269k 963.00 278.92
Ametek (AME) 0.1 $267k 1.3k 205.31
Natera (NTRA) 0.1 $265k 1.2k 229.09
Fair Isaac Corporation (FICO) 0.1 $264k 156.00 1690.62
CSX Corporation (CSX) 0.1 $262k 7.2k 36.25
Sempra Energy (SRE) 0.1 $262k 3.0k 88.29
Cardinal Health (CAH) 0.1 $261k 1.3k 205.50
Barrick Mng Corp Com Shs (B) 0.1 $258k 5.9k 43.55
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $257k 11k 24.33
S&p Global (SPGI) 0.1 $255k 488.00 522.59
Huntington Ingalls Inds (HII) 0.1 $255k 749.00 340.07
Cabot Oil & Gas Corporation (CTRA) 0.1 $253k 9.6k 26.32
Snowflake Com Shs (SNOW) 0.1 $251k 1.1k 219.36
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $249k 859.00 290.22
Robinhood Mkts Com Cl A (HOOD) 0.1 $249k 2.2k 113.10
Apollo Global Mgmt (APO) 0.1 $248k 1.7k 144.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $247k 3.3k 74.07
Alnylam Pharmaceuticals (ALNY) 0.1 $247k 620.00 397.65
Starbucks Corporation (SBUX) 0.1 $247k 2.9k 84.21
Constellation Brands Cl A (STZ) 0.1 $246k 1.8k 137.96
Ngl Energy Partners Com Unit Repst (NGL) 0.1 $245k 25k 10.00
Tenet Healthcare Corp Com New (THC) 0.1 $244k 1.2k 198.72
Southwest Airlines (LUV) 0.1 $244k 5.9k 41.33
Cullen/Frost Bankers (CFR) 0.1 $242k 1.9k 126.63
Cadence Design Systems (CDNS) 0.1 $240k 767.00 312.58
Bj's Wholesale Club Holdings (BJ) 0.1 $239k 2.7k 90.03
Nike CL B (NKE) 0.1 $238k 3.7k 63.70
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $237k 860.00 275.39
Bentley Sys Com Cl B (BSY) 0.1 $235k 6.2k 38.16
Northrop Grumman Corporation (NOC) 0.1 $234k 410.00 570.21
Pfizer (PFE) 0.1 $230k 9.2k 24.90
Stryker Corporation (SYK) 0.1 $229k 652.00 351.47
RPM International (RPM) 0.1 $228k 2.2k 104.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $226k 360.00 626.83
PG&E Corporation (PCG) 0.1 $225k 14k 16.07
Asml Holding N V N Y Registry Shs (ASML) 0.1 $223k 208.00 1069.86
Hartford Financial Services (HIG) 0.1 $221k 1.6k 137.80
Prologis (PLD) 0.1 $220k 1.7k 127.66
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $219k 362.00 605.01
Hilton Worldwide Holdings (HLT) 0.1 $219k 762.00 287.25
Itt (ITT) 0.1 $215k 1.2k 173.51
Metropcs Communications (TMUS) 0.1 $214k 1.1k 203.04
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $214k 2.3k 92.30
Expeditors International of Washington (EXPD) 0.1 $213k 1.4k 149.01
Novo-nordisk A S Adr (NVO) 0.1 $211k 4.1k 50.88
Wec Energy Group (WEC) 0.1 $207k 2.0k 105.46
Kinder Morgan (KMI) 0.1 $207k 7.5k 27.49
Equifax (EFX) 0.1 $205k 945.00 216.98
FirstEnergy (FE) 0.1 $205k 4.6k 44.77
Ishares Core Msci Emkt (IEMG) 0.1 $201k 3.0k 67.22
Analog Devices (ADI) 0.1 $201k 741.00 271.20
AES Corporation (AES) 0.1 $201k 14k 14.34