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CIK: 0002010410
Total reported value
$351.5M
$351.5M
252 檔
9.5%
According to the latest 13F quarterly dataset, Everpar Advisors LLC managed an equity portfolio of $351.5M at the end of Q1 2025, spanning 252 distinct U.S. exchange-listed positions.
During Q1 2025, 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 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.22% | -0.23% | -0.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.21% | +0.40% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.70% | -2.78% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.19% | +0.73% | +28.53% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | -0.01% | -5.77% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 2.65% | -0.24% | -0.87% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | -0.14% | +1.12% | |
| 8 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 2.14% | -0.47% | +0.21% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.25% | -0.95% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 1.55% | -0.20% | +20.98% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 1.50% | -0.24% | +19.89% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.29% | -0.14% | +16.09% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | +0.28% | +9.99% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | -0.12% | -5.07% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.32% | +0.22% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | +0.10% | -6.64% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.09% | -12.98% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.31% | +0.65% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.92% | -0.09% | -2.03% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.15% | +10.01% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.35% | +12.49% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | -0.32% | +3.03% | |
| 23 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.88% | -0.05% | -0.13% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.09% | -24.34% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.11% | -0.90% | |
| 26 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.86% | -0.02% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.18% | -1.23% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.26% | -3.32% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.77% | +0.09% | +27.68% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | -0.04% | +19.09% | |
| 31 | GWW | Ww Grainger Inc | Stock-Industrials | 0.68% | +0.03% | +0.23% | |
| 32 | AEP | American Electric Power | Stock-Utilities | 0.68% | -0.06% | +0.73% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.06% | +8.40% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.03% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.05% | +0.52% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.04% | +41.38% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | — | +3.59% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.01% | +3.54% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.06% | -18.69% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.50% | -0.17% | -7.61% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.48% | -0.09% | +23.31% | |
| 42 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.48% | -0.03% | -5.11% | |
| 43 | WMB | Williams Cos Inc | Stock-Energy | 0.46% | -0.08% | -2.74% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | -0.10% | -8.56% | |
| 45 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.46% | -0.07% | +27.95% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | +0.01% | -8.90% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.44% | -0.01% | +4.39% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.12% | -3.31% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.09% | -7.23% | |
| 50 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.41% | — | -11.29% |
According to official SEC Form 13F filings, Everpar Advisors LLC reported a total U.S. public equity portfolio value of $351.5M across 252 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including JPM, AAPL, MSFT) accounted for 9.5% of total reported equity market value during Q1 2025.
During Q1 2025, Everpar Advisors LLC's top holdings by market value included JPM (4.2%)、AAPL (3.9%)、MSFT (3.7%). The largest single position, JPM, represented 4.2% of total portfolio value.
In Q1 2025, 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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