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CIK: 0002010410
Total reported value
$351.5M
$351.5M
263 檔
10.5%
During the Q2 2024 filing period, Everpar Advisors LLC (CIK: 0002010410) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $351.5M across 263 reported positions.
During Q2 2024, Everpar Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.79% | -0.21% | +14.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.56% | -0.70% | +19.22% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.55% | -0.01% | +1124.08% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.35% | -0.23% | +5.55% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | -0.14% | +25.20% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 2.12% | -0.24% | -0.08% | |
| 7 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.80% | -0.47% | -0.13% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.73% | +92.87% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.60% | -0.25% | +23.21% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.28% | +39.76% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | +0.09% | +19.88% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.10% | +7.25% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.18% | -0.32% | +14.84% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 1.02% | -0.20% | +85.45% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.18% | +48.20% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | -0.06% | +10.97% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | +0.09% | -5.56% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.12% | +21.83% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.92% | -0.14% | +40.33% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 0.89% | -0.24% | +72.85% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.11% | +20.46% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.32% | +43.26% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.35% | +43.57% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.79% | — | -5.93% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.09% | +6.79% | |
| 26 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.69% | -0.02% | +0.01% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.68% | -0.05% | +41.42% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.31% | +9.36% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.15% | +23.13% | |
| 30 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.65% | — | -9.17% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | +0.26% | -3.41% | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 0.62% | +0.03% | +2.02% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.05% | +22.82% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.04% | +18.70% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.58% | +0.03% | -1.47% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | -0.03% | +27.13% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.50% | -0.17% | +4.61% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.50% | -0.09% | EXIT | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.49% | -0.09% | +1.82% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.49% | -0.10% | +18.92% | |
| 41 | TER | Teradyne Inc | Stock-Tech | 0.49% | +0.03% | +32.75% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.01% | +4.54% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.06% | +70.37% | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.47% | -0.08% | +11.05% | |
| 45 | LII | Lennox International Inc | Stock-Industrials | 0.46% | — | +4.68% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.45% | -0.06% | +25.29% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.44% | -0.01% | +2.07% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.44% | +0.09% | +104.57% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.44% | -0.04% | +13.32% | |
| 50 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.43% | -0.09% | EXIT |
According to official SEC Form 13F filings, Everpar Advisors LLC reported a total U.S. public equity portfolio value of $351.5M across 263 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 10.5% of total reported equity market value during Q2 2024.
During Q2 2024, Everpar Advisors LLC's top holdings by market value included AAPL (4.8%)、MSFT (4.6%)、NVDA (3.5%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q2 2024, Everpar Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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