Everpar Advisors

Everpar Advisors as of March 31, 2026

Portfolio Holdings for Everpar Advisors

Everpar Advisors holds 282 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 6.5 $19M 29k 653.20
NVIDIA Corporation (NVDA) 4.4 $13M 74k 174.40
Apple (AAPL) 4.2 $12M 48k 253.79
JPMorgan Chase & Co. (JPM) 3.5 $10M 34k 294.16
Microsoft Corporation (MSFT) 3.2 $9.4M 25k 370.16
Vanguard Index Fds Value Etf (VTV) 2.0 $5.9M 30k 196.20
Amazon (AMZN) 2.0 $5.9M 28k 208.27
Tyson Foods Cl A (TSN) 1.8 $5.2M 81k 64.07
Oneok (OKE) 1.8 $5.1M 57k 90.39
Alphabet Cap Stk Cl C (GOOG) 1.7 $5.0M 17k 286.86
Broadcom (AVGO) 1.7 $5.0M 16k 309.51
Alphabet Cap Stk Cl A (GOOGL) 1.6 $4.8M 17k 287.57
Spdr Series Trust State Street Spd (SPYG) 1.5 $4.5M 46k 97.91
Meta Platforms Cl A (META) 1.4 $4.1M 7.2k 572.13
Tesla Motors (TSLA) 1.4 $4.0M 11k 371.77
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.2 $3.5M 61k 58.18
Wal-Mart Stores (WMT) 1.2 $3.4M 27k 124.28
Johnson & Johnson (JNJ) 1.0 $3.0M 12k 244.45
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $3.0M 25k 118.45
Exxon Mobil Corporation (XOM) 1.0 $2.9M 17k 169.66
Ishares Tr U S Equity Factr (LRGF) 1.0 $2.9M 44k 66.00
Chevron Corporation (CVX) 1.0 $2.8M 13k 206.90
Vanguard Index Fds Growth Etf (VUG) 0.9 $2.7M 6.2k 436.79
Raytheon Technologies Corp (RTX) 0.9 $2.7M 14k 192.90
Eli Lilly & Co. (LLY) 0.8 $2.5M 2.7k 919.77
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $2.4M 3.7k 650.34
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.8 $2.2M 11k 208.04
Cisco Systems (CSCO) 0.7 $2.1M 28k 77.59
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.7 $2.0M 47k 42.54
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.7 $2.0M 50k 40.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.9M 28k 67.53
Oracle Corporation (ORCL) 0.7 $1.9M 13k 147.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.8M 3.8k 479.20
Netflix (NFLX) 0.6 $1.8M 19k 96.15
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.6M 6.8k 239.99
Simmons First Natl Corp Cl A $1 Par (SFNC) 0.5 $1.5M 80k 19.45
Visa Com Cl A (V) 0.5 $1.5M 5.1k 302.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.5M 4.7k 320.81
W.W. Grainger (GWW) 0.5 $1.5M 1.3k 1090.81
Mastercard Incorporated Cl A (MA) 0.5 $1.5M 2.9k 499.66
Abbvie (ABBV) 0.5 $1.4M 6.7k 217.49
Sherwin-Williams Company (SHW) 0.5 $1.4M 4.4k 320.55
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.5 $1.4M 82k 16.72
Caterpillar (CAT) 0.5 $1.4M 1.9k 708.46
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $1.3M 69k 19.53
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.5 $1.3M 69k 19.62
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $1.3M 66k 20.42
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $1.3M 72k 18.66
American Electric Power Company (AEP) 0.5 $1.3M 10k 131.08
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.5 $1.3M 80k 16.46
Applied Materials (AMAT) 0.4 $1.3M 3.8k 341.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $1.3M 6.6k 191.80
Williams Companies (WMB) 0.4 $1.2M 16k 72.78
Merck & Co (MRK) 0.4 $1.1M 9.5k 120.29
Coca-Cola Company (KO) 0.4 $1.1M 14k 76.05
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $1.1M 13k 84.84
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.4 $1.1M 51k 20.59
Palantir Technologies Cl A (PLTR) 0.4 $1.1M 7.2k 146.28
Micron Technology (MU) 0.4 $1.0M 3.1k 337.84
TJX Companies (TJX) 0.4 $1.0M 6.5k 159.70
Costco Wholesale Corporation (COST) 0.3 $993k 997.00 996.43
Goldman Sachs (GS) 0.3 $967k 1.1k 845.99
Parker-Hannifin Corporation (PH) 0.3 $953k 1.1k 895.24
Phillips 66 (PSX) 0.3 $941k 5.2k 182.18
McDonald's Corporation (MCD) 0.3 $920k 3.0k 310.83
Bank of America Corporation (BAC) 0.3 $898k 18k 48.75
Arista Networks Com Shs (ANET) 0.3 $884k 7.2k 122.78
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $880k 2.6k 337.90
Philip Morris International (PM) 0.3 $860k 5.2k 165.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $854k 11k 77.11
Ge Aerospace Com New (GE) 0.3 $854k 3.0k 283.77
ConocoPhillips (COP) 0.3 $842k 6.4k 132.00
Norfolk Southern (NSC) 0.3 $839k 2.9k 287.00
Corning Incorporated (GLW) 0.3 $826k 6.1k 135.97
Boeing Company (BA) 0.3 $820k 4.1k 199.03
Technipfmc (FTI) 0.3 $811k 12k 69.13
Procter & Gamble Company (PG) 0.3 $798k 5.5k 144.44
Amgen (AMGN) 0.3 $790k 2.2k 351.83
Verizon Communications (VZ) 0.3 $778k 16k 50.20
Ge Vernova (GEV) 0.3 $766k 877.00 872.90
Lam Research Corp Com New (LRCX) 0.3 $745k 3.5k 213.66
Pepsi (PEP) 0.3 $741k 4.8k 155.29
Wells Fargo & Company (WFC) 0.3 $741k 9.3k 79.61
Vanguard Index Fds Large Cap Etf (VV) 0.3 $732k 2.5k 298.85
Home Depot (HD) 0.2 $710k 2.2k 328.95
Lowe's Companies (LOW) 0.2 $709k 3.0k 236.28
Thermo Fisher Scientific (TMO) 0.2 $681k 1.4k 491.53
At&t (T) 0.2 $678k 23k 28.99
Gilead Sciences (GILD) 0.2 $678k 4.9k 139.37
Ishares Tr Core Div Grwth (DGRO) 0.2 $668k 9.5k 70.18
Kla Corp Com New (KLAC) 0.2 $661k 449.00 1472.41
Allstate Corporation (ALL) 0.2 $656k 3.2k 207.34
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $653k 9.7k 67.07
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $646k 17k 38.42
Ishares Tr Core High Dv Etf (HDV) 0.2 $644k 4.7k 135.72
salesforce (CRM) 0.2 $643k 3.4k 186.67
Qualcomm (QCOM) 0.2 $636k 4.9k 128.78
Advanced Micro Devices (AMD) 0.2 $636k 3.1k 203.43
One Gas (OGS) 0.2 $626k 7.3k 86.13
Citigroup Com New (C) 0.2 $626k 5.5k 113.41
Chubb (CB) 0.2 $621k 1.9k 325.93
W.R. Berkley Corporation (WRB) 0.2 $615k 9.3k 66.28
UnitedHealth (UNH) 0.2 $607k 2.2k 270.59
Intel Corporation (INTC) 0.2 $605k 14k 44.13
Illinois Tool Works (ITW) 0.2 $603k 2.3k 260.29
Corteva (CTVA) 0.2 $602k 7.2k 83.71
Eaton Corp SHS (ETN) 0.2 $601k 1.7k 357.73
Capital One Financial (COF) 0.2 $600k 3.3k 182.43
Teledyne Technologies Incorporated (TDY) 0.2 $598k 988.00 605.01
PNC Financial Services (PNC) 0.2 $592k 2.8k 208.13
General Dynamics Corporation (GD) 0.2 $585k 1.7k 343.22
Astrazeneca Ord (AZN) 0.2 $585k 3.0k 197.22
Nextera Energy (NEE) 0.2 $583k 6.3k 92.88
Booking Holdings (BKNG) 0.2 $581k 138.00 4210.32
Bristol Myers Squibb (BMY) 0.2 $581k 9.6k 60.65
Mondelez Intl Cl A (MDLZ) 0.2 $574k 10k 57.64
Amphenol Corp Cl A (APH) 0.2 $571k 4.5k 126.35
International Business Machines (IBM) 0.2 $567k 2.3k 242.39
Deere & Company (DE) 0.2 $565k 1.0k 563.30
Intuitive Surgical Com New (ISRG) 0.2 $554k 1.2k 460.99
Blackstone Secd Lending Common Stock (BXSL) 0.2 $549k 23k 23.69
McKesson Corporation (MCK) 0.2 $547k 632.00 865.36
Walt Disney Company (DIS) 0.2 $539k 5.6k 96.38
Travelers Companies (TRV) 0.2 $538k 1.8k 291.68
Palo Alto Networks (PANW) 0.2 $536k 3.3k 160.32
Vanguard World Inf Tech Etf (VGT) 0.2 $532k 762.00 697.72
Morgan Stanley Com New (MS) 0.2 $529k 3.2k 164.57
Us Bancorp Com New (USB) 0.2 $523k 10k 52.01
Quanta Services (PWR) 0.2 $519k 946.00 549.02
AmerisourceBergen (COR) 0.2 $515k 1.6k 314.14
Abbott Laboratories (ABT) 0.2 $515k 5.0k 102.67
Linde SHS (LIN) 0.2 $510k 1.0k 495.76
Atmos Energy Corporation (ATO) 0.2 $509k 2.8k 184.72
Honeywell International (HON) 0.2 $496k 2.2k 226.03
Ishares Silver Tr Ishares (SLV) 0.2 $488k 7.2k 68.14
Lockheed Martin Corporation (LMT) 0.2 $484k 801.00 604.39
Progressive Corporation (PGR) 0.2 $480k 2.4k 198.24
Marathon Petroleum Corp (MPC) 0.2 $474k 1.9k 244.18
Altria (MO) 0.2 $474k 7.2k 65.99
Intuit (INTU) 0.2 $454k 1.1k 432.38
Cummins (CMI) 0.2 $450k 837.00 538.02
Ecolab (ECL) 0.2 $445k 1.7k 266.02
Dell Technologies CL C (DELL) 0.2 $442k 2.7k 164.13
Welltower Inc Com reit (WELL) 0.2 $438k 2.2k 197.71
Duke Energy Corp Com New (DUK) 0.1 $436k 3.3k 130.94
American Express Company (AXP) 0.1 $433k 1.4k 302.58
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $428k 4.6k 92.73
Cme (CME) 0.1 $427k 1.4k 295.35
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $427k 21k 20.41
Charles Schwab Corporation (SCHW) 0.1 $426k 4.5k 93.99
Teradyne (TER) 0.1 $422k 1.4k 296.46
Regeneron Pharmaceuticals (REGN) 0.1 $420k 543.00 772.64
Trane Technologies SHS (TT) 0.1 $414k 993.00 416.74
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $410k 919.00 446.54
Take-Two Interactive Software (TTWO) 0.1 $410k 2.1k 197.50
Yum! Brands (YUM) 0.1 $410k 2.6k 155.48
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $409k 9.3k 43.74
CVS Caremark Corporation (CVS) 0.1 $407k 5.7k 71.82
Medtronic SHS (MDT) 0.1 $405k 4.7k 86.65
Martin Marietta Materials (MLM) 0.1 $396k 673.00 588.68
Crowdstrike Hldgs Cl A (CRWD) 0.1 $396k 1.0k 390.41
Xcel Energy (XEL) 0.1 $394k 5.0k 79.44
SLB Com Stk (SLB) 0.1 $393k 7.6k 51.39
United Parcel Svcs CL B (UPS) 0.1 $386k 3.9k 98.38
Iqvia Holdings (IQV) 0.1 $385k 2.3k 170.54
Union Pacific Corporation (UNP) 0.1 $384k 1.6k 242.62
Texas Instruments Incorporated (TXN) 0.1 $384k 2.0k 194.14
Western Digital (WDC) 0.1 $383k 1.4k 270.49
Ameriprise Financial (AMP) 0.1 $381k 858.00 444.40
Blackrock (BLK) 0.1 $375k 390.00 961.71
Nordson Corporation (NDSN) 0.1 $374k 1.4k 266.06
Howmet Aerospace (HWM) 0.1 $367k 1.6k 230.46
Pfizer (PFE) 0.1 $367k 13k 28.08
Constellation Energy (CEG) 0.1 $366k 1.3k 279.25
Uber Technologies (UBER) 0.1 $363k 5.1k 71.93
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $362k 925.00 391.76
Spdr Gold Tr Gold Shs (GLD) 0.1 $358k 832.00 430.29
Bank of New York Mellon Corporation (BK) 0.1 $358k 3.0k 118.63
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $357k 3.0k 118.62
American Intl Group Com New (AIG) 0.1 $357k 4.7k 75.25
Colgate-Palmolive Company (CL) 0.1 $357k 4.2k 85.23
Freeport Mcmoran CL B (FCX) 0.1 $356k 6.1k 58.78
Blackstone Group Inc Com Cl A (BX) 0.1 $355k 3.1k 114.99
Cbre Group Cl A (CBRE) 0.1 $349k 2.6k 135.46
Valero Energy Corporation (VLO) 0.1 $345k 1.4k 247.08
Monster Beverage Corp (MNST) 0.1 $345k 4.8k 72.46
Autodesk (ADSK) 0.1 $344k 1.4k 239.40
Huntington Ingalls Inds (HII) 0.1 $333k 877.00 379.90
Comcast Corp Cl A (CMCSA) 0.1 $331k 12k 28.71
Vanguard Index Fds Small Cp Etf (VB) 0.1 $329k 1.3k 261.92
3M Company (MMM) 0.1 $327k 2.3k 145.23
Novartis Sponsored Adr (NVS) 0.1 $324k 2.1k 152.75
AutoZone (AZO) 0.1 $324k 96.00 3377.78
United Rentals (URI) 0.1 $324k 444.00 728.56
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $323k 19k 16.97
Northrop Grumman Corporation (NOC) 0.1 $323k 473.00 682.24
Starbucks Corporation (SBUX) 0.1 $320k 3.6k 89.59
Rollins (ROL) 0.1 $316k 5.9k 53.41
Hilton Worldwide Holdings (HLT) 0.1 $315k 1.0k 304.08
Ishares Tr Core Msci Eafe (IEFA) 0.1 $312k 3.4k 90.53
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $306k 1.5k 211.15
Applovin Corp Com Cl A (APP) 0.1 $306k 769.00 398.00
Dollar General (DG) 0.1 $306k 2.6k 118.73
Cardinal Health (CAH) 0.1 $306k 1.4k 211.31
Intercontinental Exchange (ICE) 0.1 $305k 1.9k 157.28
Automatic Data Processing (ADP) 0.1 $303k 1.5k 203.18
Lpl Financial Holdings (LPLA) 0.1 $303k 1.0k 300.83
Lennox International (LII) 0.1 $302k 651.00 464.13
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $302k 1.1k 287.18
Analog Devices (ADI) 0.1 $299k 939.00 318.14
Newmont Mining Corporation (NEM) 0.1 $297k 2.7k 108.25
Prologis (PLD) 0.1 $294k 2.2k 132.18
Ametek (AME) 0.1 $293k 1.4k 214.36
Servicenow (NOW) 0.1 $292k 2.8k 104.55
Hartford Financial Services (HIG) 0.1 $292k 2.2k 135.23
Sempra Energy (SRE) 0.1 $289k 3.0k 97.17
CSX Corporation (CSX) 0.1 $288k 7.0k 41.05
Wec Energy Group (WEC) 0.1 $285k 2.5k 115.77
Metropcs Communications (TMUS) 0.1 $282k 1.3k 210.03
Realty Income (O) 0.1 $281k 4.6k 61.18
Zurn Water Solutions Corp Zws (ZWS) 0.1 $280k 6.2k 44.84
FirstEnergy (FE) 0.1 $278k 5.5k 50.66
FedEx Corporation (FDX) 0.1 $277k 778.00 356.40
Southern Company (SO) 0.1 $276k 2.9k 96.52
Cabot Oil & Gas Corporation (CTRA) 0.1 $272k 7.7k 35.14
Cohen & Steers Ltd Dur Pfd I (LDP) 0.1 $265k 13k 19.97
Comfort Systems USA (FIX) 0.1 $265k 192.00 1378.99
Itt (ITT) 0.1 $264k 1.4k 190.53
Ishares Tr U.s. Tech Etf (IYW) 0.1 $264k 1.5k 181.39
eBay (EBAY) 0.1 $263k 2.9k 91.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $263k 2.3k 113.12
Danaher Corporation (DHR) 0.1 $260k 1.4k 189.60
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.1 $259k 19k 13.96
Royal Caribbean Cruises (RCL) 0.1 $258k 938.00 275.18
Kinder Morgan (KMI) 0.1 $257k 7.7k 33.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $255k 442.00 577.35
ON Semiconductor (ON) 0.1 $255k 4.1k 61.92
American Tower Reit (AMT) 0.1 $255k 1.5k 172.58
Constellation Brands Cl A (STZ) 0.1 $254k 1.7k 150.00
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $253k 11k 23.98
Cullen/Frost Bankers (CFR) 0.1 $252k 1.8k 137.08
Adobe Systems Incorporated (ADBE) 0.1 $252k 1.0k 243.08
Cadence Design Systems (CDNS) 0.1 $252k 907.00 277.87
Garmin SHS (GRMN) 0.1 $248k 1.1k 232.01
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $247k 187.00 1320.83
Insmed Com Par $.01 (INSM) 0.1 $246k 1.5k 163.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $245k 3.3k 73.64
Allegion Ord Shs (ALLE) 0.1 $243k 1.7k 145.29
EOG Resources (EOG) 0.1 $238k 1.6k 144.57
Bank7 Corp (BSVN) 0.1 $237k 5.9k 39.88
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $234k 447.00 522.71
Synopsys (SNPS) 0.1 $234k 589.00 396.48
Diamondback Energy (FANG) 0.1 $233k 1.2k 197.79
NiSource (NI) 0.1 $229k 4.9k 46.66
Equinix (EQIX) 0.1 $228k 233.00 980.24
Ciena Corp Com New (CIEN) 0.1 $228k 586.00 388.23
Natera (NTRA) 0.1 $227k 1.1k 199.99
Regions Financial Corporation (RF) 0.1 $224k 8.6k 26.12
Marsh & McLennan Companies (MRSH) 0.1 $223k 1.3k 173.45
Microchip Technology (MCHP) 0.1 $222k 3.4k 64.61
Motorola Solutions Com New (MSI) 0.1 $221k 510.00 433.97
Bj's Wholesale Club Holdings (BJ) 0.1 $221k 2.2k 98.42
Devon Energy Corporation (DVN) 0.1 $221k 4.4k 50.32
Select Sector Spdr Tr State Street Com (XLC) 0.1 $220k 2.0k 110.87
Lennar Corp Cl A (LEN) 0.1 $217k 2.5k 86.84
O'reilly Automotive (ORLY) 0.1 $217k 2.4k 92.31
Stryker Corporation (SYK) 0.1 $217k 661.00 328.59
Expeditors International of Washington (EXPD) 0.1 $216k 1.5k 143.23
Vici Pptys (VICI) 0.1 $213k 7.8k 27.32
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $213k 4.0k 52.64
PG&E Corporation (PCG) 0.1 $212k 12k 17.57
Oshkosh Corporation (OSK) 0.1 $212k 1.4k 147.21
Ameren Corporation (AEE) 0.1 $209k 1.9k 109.92
Ross Stores (ROST) 0.1 $207k 957.00 216.63
Doordash Cl A (DASH) 0.1 $205k 1.4k 150.15
Apollo Global Mgmt (APO) 0.1 $204k 1.8k 111.42
Southwest Airlines (LUV) 0.1 $203k 5.4k 37.57
Snap-on Incorporated (SNA) 0.1 $202k 557.00 363.22
Totalenergies Se Act (TTE) 0.1 $202k 2.2k 90.98
Kenvue (KVUE) 0.1 $187k 11k 17.24
Ngl Energy Partners Com Unit Repst (NGL) 0.1 $172k 14k 12.33
Ford Motor Company (F) 0.0 $144k 13k 11.54