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CIK: 0002010410
Total reported value
$351.5M
$351.5M
266 檔
12.6%
At the close of Q2 2025, Everpar Advisors LLC disclosed equity holdings valued at approximately $351.5M, spread across 266 reported holdings.
During Q2 2025, 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 MSFT, JPM, IVV) accounted for 12.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | -0.70% | +10.81% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.33% | -0.23% | +1.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.18% | +0.73% | +38.46% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.90% | -0.01% | +13.88% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.21% | +1.05% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | -0.14% | +2.67% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.07% | -0.25% | +0.77% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 1.96% | -0.20% | +24.65% | |
| 9 | OKE | Oneok Inc | Stock-Energy | 1.86% | -0.24% | -0.22% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 1.76% | -0.24% | +23.67% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.09% | +6.81% | |
| 12 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.61% | -0.47% | +0.36% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.47% | -0.14% | +24.82% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.32% | -0.12% | +8.41% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.17% | -0.11% | +1.60% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.13% | -0.32% | +3.22% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.28% | -11.52% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.31% | +10.12% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | +0.09% | +35.68% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | +0.09% | +6.73% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.18% | +8.66% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.10% | -10.43% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.09% | -4.18% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.32% | -5.73% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | +0.26% | -1.15% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.74% | -0.05% | +0.53% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.15% | +4.32% | |
| 28 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.68% | -0.02% | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.03% | +9.72% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.35% | -8.06% | |
| 31 | GWW | Ww Grainger Inc | Stock-Industrials | 0.62% | +0.03% | +0.38% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.06% | +6.97% | |
| 33 | AEP | American Electric Power | Stock-Utilities | 0.55% | -0.06% | +0.24% | |
| 34 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.55% | -0.07% | +36.86% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.04% | -19.87% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.17% | -0.62% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.04% | +5.48% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.05% | -4.49% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | — | +31.71% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | +0.01% | +11.88% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | — | -9.47% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.42% | -0.12% | +138.72% | |
| 43 | WMB | Williams Cos Inc | Stock-Energy | 0.41% | -0.08% | -0.54% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.41% | -0.04% | +33.73% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | -0.01% | +1.30% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.39% | -0.04% | -0.72% | |
| 47 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.39% | — | +231.87% | |
| 48 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.39% | -0.03% | — | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.39% | -0.01% | +2.25% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.09% | -2.98% |
According to official SEC Form 13F filings, Everpar Advisors LLC reported a total U.S. public equity portfolio value of $351.5M across 266 disclosed positions in Q2 2025.
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During Q2 2025, Everpar Advisors LLC's top holdings by market value included MSFT (4.6%)、JPM (4.3%)、IVV (4.2%). The largest single position, MSFT, represented 4.6% of total portfolio value.
In Q2 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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