Everpar Advisors LLC Purchases in Q4 2025

Everpar Advisors LLC

  • $270 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.64K
+ 41.22%
$656.2 - $690.71 $5.01M - $5.27M
26.2K $17.9B
SPYG
Spdr Portfolio

ETFs
33.5K
New
$102.4 - $109.39 $3.43M - $3.66M
33.5K $3.57B
LRGF
Ishares Tr

ETFs
37.3K
New
$67.34 - $70.85 $2.51M - $2.64M
37.3K $2.59B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
37.2K
+ 288.63%
$57.9 - $61.26 $2.16M - $2.28M
50.1K $3.05B
VTV
Vanguard Value ETF

ETFs
10.1K
+ 267.3%
$182.87 - $189.72 $1.85M - $1.92M
13.9K $2.66B
VUG
Vanguard Growth ETF

ETFs
3.96K
+ 233.94%
$470.44 - $504.26 $1.86M - $2M
5.66K $2.76B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
7.91K
New
$219.27 - $238.71 $1.73M - $1.89M
7.91K $1.78B
AAPL
Apple Inc.

Technology
3.93K
+ 10.37%
$245.27 - $275.25 $963K - $1.08M
41.8K $11.4B
GOOGL
Alphabet Inc.

Communication Services
2.31K
+ 18.88%
$236.57 - $291.31 $546K - $672K
14.5K $4.54B
GOOG
Alphabet Inc.

Communication Services
1.38K
+ 9.57%
$237.49 - $291.74 $327K - $402K
15.8K $4.95B
LLY
Eli Lilly & CO

Healthcare
301
+ 10.99%
$799.57 - $1025.28 $241K - $309K
3.04K $3.27B
NVDA
Nvidia Corp

Technology
6.23K
+ 10.45%
$179.83 - $207.04 $1.12M - $1.29M
65.9K $12.3B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
42.4K
New
N/A
42.4K $885M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.48K
+ 190.38%
$245.79 - $258.02 $856K - $899K
5.31K $1.33B
AVGO
Broadcom Inc.

Technology
1.29K
+ 9.36%
$324.63 - $385.98 $419K - $498K
15.1K $5.22B
MU
Micron Technology Inc

Technology
1.5K
+ 78.11%
$181.6 - $253.3 $271K - $379K
3.41K $973M
WMT
Walmart Inc.

Consumer Defensive
4.11K
+ 17.98%
$101.18 - $109.03 $416K - $448K
27K $3B
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 6.2%
$213.04 - $254.0 $321K - $383K
25.9K $5.97B
JPM
Jpmorgan Chase & CO

Financial Services
906
+ 2.75%
$294.11 - $320.41 $266K - $290K
33.9K $10.9B
KLAC
Kla Corp

Technology
364
New
$982.75 - $1235.28 $358K - $450K
364 $442M
IEFA
Ishares Tr

ETFs
4.84K
New
$86.09 - $89.88 $417K - $435K
4.84K $433M
CSCO
Cisco Systems, Inc.

Technology
2.76K
+ 11.22%
$67.46 - $78.0 $186K - $215K
27.4K $2.11B
UPS
United Parcel Service Inc

Industrials
3.95K
New
$82.87 - $97.4 $327K - $385K
3.95K $392M
CEG
Constellation Energy Corp

Utilities
1.03K
New
$335.74 - $401.43 $347K - $415K
1.03K $365M
HON
Honeywell International Inc

Industrials
1.86K
New
$194.07 - $220.67 $361K - $410K
1.86K $362M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.06K
+ 74.98%
$280.66 - $305.09 $298K - $324K
2.48K $752M
IWF
Ishares Russell 1000 Gr ETF

ETFs
695
New
$459.47 - $491.71 $319K - $342K
695 $329M
WELL
Welltower Inc.

Real Estate
1.72K
New
$165.94 - $193.82 $285K - $333K
1.72K $319M
Lam Research Corp
1.39K
+ 77.11%
N/A
3.19K $546M
URI
United Rentals, Inc.

Industrials
371
New
$806.61 - $1020.0 $299K - $378K
371 $300M
DELL
Dell Technologies Inc.

Technology
2.35K
New
$133.76 - $164.88 $314K - $387K
2.35K $296M
BK
Bank Of New York Mellon Corp

Financial Services
2.53K
New
$104.54 - $112.64 $264K - $285K
2.53K $293M
GS
Goldman Sachs Group Inc

Financial Services
262
+ 34.66%
$744.6 - $838.97 $195K - $220K
1.02K $895M
CL
Colgate Palmolive CO

Consumer Defensive
3.67K
New
$74.98 - $79.86 $275K - $293K
3.67K $290M
APP
App Lovin Corp

Technology
448
+ 158.87%
$552.64 - $704.09 $248K - $315K
730 $492M
TER
Teradyne, Inc

Technology
1.48K
New
$132.08 - $187.59 $196K - $278K
1.48K $287M
DG
Dollar General Corp

Consumer Defensive
2.1K
New
$95.94 - $106.44 $202K - $224K
2.1K $279M
WDC
Western Digital Corp

Technology
1.6K
New
$113.13 - $174.22 $180K - $278K
1.6K $275M
NVS
Novartis Ag

Healthcare
1.99K
New
$121.8 - $132.39 $242K - $263K
1.99K $274M
CAT
Caterpillar Inc

Industrials
221
+ 14.46%
$480.82 - $585.49 $106K - $129K
1.75K $1B
TSLA
Tesla, Inc.

Consumer Cyclical
495
+ 5.21%
$401.99 - $468.37 $199K - $232K
9.99K $4.49B
CAH
Cardinal Health Inc

Healthcare
1.27K
New
$153.27 - $206.06 $195K - $262K
1.27K $261M
TMO
Thermo Fisher Scientific Inc.

Healthcare
282
+ 28.46%
$524.58 - $588.02 $148K - $166K
1.27K $738M
DGRO
Ishares Core Dividend Growth E

ETFs
3.57K
+ 60.54%
$66.93 - $69.17 $239K - $247K
9.48K $658M
SPGI
S&P Global Inc.

Financial Services
488
New
$472.05 - $502.96 $230K - $245K
488 $255M
HII
Huntington Ingalls Industries, Inc.

Industrials
749
New
$280.02 - $324.19 $210K - $243K
749 $255M
APO
Apollo Global Management, Inc.

Financial Services
1.71K
New
$118.22 - $133.75 $203K - $229K
1.71K $248M
LUV
Southwest Airlines CO

Industrials
5.91K
New
$29.67 - $34.68 $175K - $205K
5.91K $244M
STX
Seagate Technology Holdings PLC

Technology
860
New
$211.63 - $293.99 $182K - $253K
860 $237M
Activity Summary
Buys All Purchases 149 New Holdings 35 Increased Positions 114 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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