Everpar Advisors LLC Incresed Positions in Q4 2024

Everpar Advisors LLC

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
757
+ 9.33%
$213.65 - $479.86 $162K - $363K
8.87K $3.58B
AAPL
Apple Inc.

Technology
2.01K
+ 6.47%
$221.69 - $259.02 $446K - $521K
33.1K $8.29B
AMZN
Amazon Com Inc

Consumer Cyclical
1.57K
+ 7.68%
$180.88 - $232.93 $283K - $365K
21.9K $4.81B
JPM
Jpmorgan Chase & CO

Financial Services
262
+ 0.81%
$205.18 - $250.29 $53.8K - $65.6K
32.4K $7.77B
NVDA
Nvidia Corp

Technology
998
+ 2.01%
$117.0 - $148.88 $117K - $149K
50.6K $6.79B
SPY
Spdr S&P 500 ETF Trust

ETFs
876
+ 29.06%
$567.81 - $607.81 $497K - $532K
3.89K $2.28B
GOOGL
Alphabet Inc.

Communication Services
1.06K
+ 12.08%
$161.86 - $196.66 $172K - $209K
9.87K $1.87B
IVV
Ishares Core S&P 500 ETF

ETFs
535
+ 6.87%
$570.51 - $610.59 $305K - $327K
8.32K $4.9B
GOOG
Alphabet Inc.

Communication Services
258
+ 1.92%
$163.08 - $198.16 $42.1K - $51.1K
13.7K $2.6B
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.12%
$229.85 - $335.91 $690 - $1.01K
2.43K $794M
BA
Boeing CO

Industrials
602
+ 15.16%
$138.14 - $180.72 $83.2K - $109K
4.57K $809M
CRM
Salesforce, Inc.

Technology
205
+ 11.7%
$270.87 - $367.87 $55.5K - $75.4K
1.96K $654M
CGGR
Capital Group Growth ETF Shs C

ETFs
163
+ 0.23%
$34.49 - $39.24 $5.62K - $6.4K
70.4K $2.62B
Morgan Stanley Direct Lendin
6.9K
+ 36.19%
N/A
26K $537M
SHOP
Shopify Inc.

Technology
778
+ 27.57%
$78.14 - $119.49 $60.8K - $93K
3.6K $383M
V
Visa Inc.

Financial Services
19
+ 0.6%
$273.87 - $320.91 $5.2K - $6.1K
3.19K $1.01B
BXSL
Blackstone Secured Lending Fund

Financial Services
1.13K
+ 4.0%
$29.25 - $33.27 $32.9K - $37.5K
29.3K $946M
MA
Mastercard Inc

Financial Services
22
+ 0.68%
$491.3 - $536.15 $10.8K - $11.8K
3.24K $1.71B
META
Meta Platforms, Inc.

Communication Services
57
+ 0.93%
$554.08 - $632.68 $31.6K - $36.1K
6.19K $3.62B
DIS
Walt Disney CO

Communication Services
342
+ 7.19%
$92.39 - $117.6 $31.6K - $40.2K
5.1K $568M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.72K
+ 5.02%
$61.68 - $67.87 $106K - $117K
36K $2.24B
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
CME
Cme Group Inc.

Financial Services
243
+ 15.75%
$221.17 - $246.02 $53.7K - $59.8K
1.79K $415M
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
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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