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CIK: 0002010410
Total reported value
$351.5M
$351.5M
263 檔
10.2%
As reported in its official Q4 2024 Form 13F filing, Everpar Advisors LLC's tracked investment portfolio stood at $351.5M with 263 total positions.
During Q4 2024, Everpar Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 10.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.18% | -0.21% | +6.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.04% | -0.70% | +0.04% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.92% | -0.23% | +0.81% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | -0.01% | +2.01% | |
| 5 | OKE | Oneok Inc | Stock-Energy | 2.57% | -0.24% | -0.12% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.47% | +0.73% | +6.87% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | -0.14% | +7.68% | |
| 8 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.83% | -0.47% | +0.38% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.25% | +0.93% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.81% | -0.12% | +9.33% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.09% | -2.32% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.32% | -0.20% | +0.23% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.28% | +1.92% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.18% | -0.24% | +4.73% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.09% | +29.06% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.13% | -0.14% | +5.02% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.10% | +0.64% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.11% | +0.09% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.18% | +12.08% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.32% | -6.46% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.31% | -1.78% | |
| 22 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.88% | -0.02% | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.09% | +0.68% | |
| 24 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.81% | -0.05% | +0.55% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.32% | -1.24% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.26% | -3.41% | |
| 27 | GWW | Ww Grainger Inc | Stock-Industrials | 0.69% | +0.03% | -1.14% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.35% | -13.43% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.06% | -3.16% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.15% | -0.78% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.03% | +1.19% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.60% | +0.09% | +7.79% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.05% | +0.48% | |
| 34 | AEP | American Electric Power | Stock-Utilities | 0.54% | -0.06% | +11.35% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.04% | -2.06% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.06% | +0.60% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | +0.01% | +4.55% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.49% | — | -8.38% | |
| 39 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.48% | -0.03% | +4.00% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | -0.10% | -0.27% | |
| 41 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.47% | — | +3.76% | |
| 42 | LII | Lennox International Inc | Stock-Industrials | 0.46% | — | -5.90% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.45% | -0.09% | +0.25% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.17% | -1.57% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.43% | -0.04% | +1.29% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.43% | +0.01% | +1.79% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.42% | +0.07% | — | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.42% | +0.03% | +1.17% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | -0.01% | -3.35% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.41% | -0.08% | -17.39% |
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 Q4 2024.
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During Q4 2024, Everpar Advisors LLC's top holdings by market value included AAPL (4.2%)、MSFT (4.0%)、JPM (3.9%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q4 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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