Everpar Advisors LLC Purchases in Q4 2024

Everpar Advisors LLC

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
903
+ 8.03%
$51.92 - $59.94 $46.9K - $54.1K
12.1K $687M
COF
Capital One Financial Corp

Financial Services
51
+ 1.55%
$145.19 - $192.01 $7.4K - $9.79K
3.34K $596M
BX
Blackstone Inc.

Financial Services
56
+ 1.17%
$148.45 - $199.05 $8.31K - $11.1K
4.86K $837M
AMP
Ameriprise Financial Inc

Financial Services
23
+ 1.82%
$473.15 - $574.01 $10.9K - $13.2K
1.29K $685M
MS
Morgan Stanley

Financial Services
243
+ 8.73%
$104.42 - $134.99 $25.4K - $32.8K
3.03K $381M
CRWD
Crowd Strike Holdings, Inc.

Technology
129
+ 17.74%
$275.15 - $388.2 $35.5K - $50.1K
856 $293M
CNC
Centene Corp

Healthcare
2.59K
+ 51.48%
$56.71 - $73.94 $147K - $192K
7.62K $462M
QUAL
Ishares Msci Usa Quality Facto

ETFs
483
+ 7.79%
$176.42 - $186.91 $85.2K - $90.3K
6.68K $1.19B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
155
+ 6.09%
$107.98 - $143.92 $16.7K - $22.3K
2.7K $363M
C
Citigroup Inc

Financial Services
488
+ 9.12%
$61.31 - $72.5 $29.9K - $35.4K
5.84K $411M
BSCU
Invesco Exc Self Ind Tr

ETFs
4.63K
+ 39.72%
$16.32 - $16.99 $75.5K - $78.6K
16.3K $266M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.01K
+ 38.82%
$18.28 - $18.87 $73.2K - $75.6K
14.3K $263M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.23%
$486.1 - $608.57 $972 - $1.22K
865 $495M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
155
+ 12.65%
$442.29 - $483.08 $68.6K - $74.9K
1.38K $626M
TDY
Teledyne Technologies Inc

Technology
51
+ 3.58%
$436.59 - $489.24 $22.3K - $25K
1.47K $684M
UNP
Union Pacific Corp

Industrials
355
+ 33.33%
$223.15 - $249.32 $79.2K - $88.5K
1.42K $324M
PYPL
Pay Pal Holdings, Inc.

Financial Services
273
+ 7.18%
$77.25 - $91.3 $21.1K - $24.9K
4.07K $348M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
430
+ 1.44%
$9.95 - $12.23 $4.28K - $5.26K
30.3K $355M
ADP
Automatic Data Processing Inc

Industrials
65
+ 3.41%
$280.08 - $307.97 $18.2K - $20K
1.97K $576M
PNC
Pnc Financial Services Group, Inc.

Financial Services
77
+ 1.79%
$178.39 - $215.0 $13.7K - $16.6K
4.39K $846M
HON
Honeywell International Inc

Industrials
21
+ 0.94%
$202.84 - $236.0 $4.26K - $4.96K
2.26K $511M
IYW
Ishares Dj Us Tech ETF

ETFs
196
+ 11.24%
$148.14 - $166.23 $29K - $32.6K
1.94K $309M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
43
+ 2.85%
$172.07 - $207.36 $7.4K - $8.92K
1.55K $307M
SYY
Sysco Corp

Consumer Defensive
639
+ 22.36%
$73.63 - $81.77 $47K - $52.3K
3.5K $267M
DASH
Door Dash, Inc.

Communication Services
30
+ 1.95%
$141.93 - $180.48 $4.26K - $5.41K
1.57K $263M
ACN
Accenture PLC

Technology
129
+ 11.5%
$343.9 - $376.86 $44.4K - $48.6K
1.25K $440M
SONY
Sony Group Corp

Technology
16.7K
+ 405.42%
$17.53 - $96.8 $294K - $1.62M
20.9K $442M
EMR
Emerson Electric CO

Industrials
48
+ 1.91%
$108.13 - $134.33 $5.19K - $6.45K
2.57K $318M
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 1.19%
$280.04 - $302.45 $14K - $15.1K
4.25K $1.23B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.39K
+ 9.54%
$43.6 - $47.2 $60.6K - $65.6K
16K $697M
ANSS
Ansys Inc

Technology
44
+ 3.15%
$313.05 - $361.45 $13.8K - $15.9K
1.44K $486M
KKR
Kkr & Co. Inc.

Financial Services
30
+ 1.44%
$129.87 - $162.87 $3.9K - $4.89K
2.11K $313M
Labcorp Holdings Inc
146
+ 12.45%
N/A
1.32K $302M
IVW
Ishares S&P 500 Growth ETF

ETFs
55
+ 0.98%
$94.43 - $105.47 $5.19K - $5.8K
5.64K $573M
ATO
Atmos Energy Corp

Utilities
235
+ 6.51%
$136.41 - $151.43 $32.1K - $35.6K
3.84K $535M
CPRT
Copart Inc

Consumer Cyclical
199
+ 4.31%
$51.36 - $63.8 $10.2K - $12.7K
4.81K $276M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
6
+ 0.12%
$83.95 - $99.75 $504 - $599
4.84K $433M
XEL
Xcel Energy Inc

Utilities
287
+ 5.13%
$62.16 - $72.92 $17.8K - $20.9K
5.88K $397M
PANW
Palo Alto Networks Inc

Technology
1.69K
+ 97.8%
$181.96 - $405.9 $308K - $687K
3.42K $623M
CGDV
Capital Group Divid Value ETF

ETFs
3K
+ 4.73%
$35.16 - $37.12 $105K - $111K
66.3K $2.34B
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 2.97%
$873.59 - $994.69 $14K - $15.9K
555 $509M
CTRA
Coterra Energy Inc.

Energy
293
+ 2.14%
$22.71 - $27.63 $6.65K - $8.1K
14K $358M
TRV
Travelers Companies, Inc.

Financial Services
80
+ 6.97%
$225.97 - $266.66 $18.1K - $21.3K
1.23K $296M
MNST
Monster Beverage Corp

Consumer Defensive
449
+ 11.49%
$49.24 - $56.38 $22.1K - $25.3K
4.36K $229M
T
At&T Inc.

Communication Services
650
+ 5.21%
$21.22 - $23.88 $13.8K - $15.5K
13.1K $299M
CAT
Caterpillar Inc

Industrials
181
+ 12.07%
$360.37 - $416.88 $65.2K - $75.5K
1.68K $609M
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.05%
$209.64 - $236.44 $210 - $236
2.06K $465M
CGUS
Capital Group Core Equity ETF
250
+ 1.52%
$33.96 - $36.24 $8.49K - $9.06K
16.7K $584M
ZWS
Zurn Water Solutions Corp

Industrials
7
+ 0.05%
$35.79 - $40.92 $251 - $286
14.5K $540M
Activity Summary
Buys All Purchases 145 New Holdings 28 Increased Positions 117 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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