Everpar Advisors LLC Incresed Positions in Q4 2025

Everpar Advisors LLC

  • $270 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CBRE
Cbre Group, Inc.

Real Estate
646
+ 43.15%
$149.99 - $164.2 $96.9K - $106K
2.14K $345M
TRV
Travelers Companies, Inc.

Financial Services
330
+ 28.25%
$261.57 - $287.42 $86.3K - $94.8K
1.5K $435M
NGL
Ngl Energy Partners LP

Energy
1.5K
+ 6.52%
$5.86 - $10.26 $8.79K - $15.4K
24.5K $245M
SPY
Spdr S&P 500 ETF Trust

ETFs
70
+ 2.14%
$653.02 - $687.39 $45.7K - $48.1K
3.35K $2.28B
DIS
Walt Disney CO

Communication Services
906
+ 16.9%
$105.69 - $116.65 $95.8K - $106K
6.27K $713M
C
Citigroup Inc

Financial Services
134
+ 2.52%
$93.93 - $102.87 $12.6K - $13.8K
5.44K $635M
DHR
Danaher Corp

Healthcare
251
+ 20.39%
$202.46 - $223.01 $50.8K - $56K
1.48K $339M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.01K
+ 31.89%
$92.34 - $95.43 $93.1K - $96.2K
4.17K $393M
WMB
Williams Companies, Inc.

Energy
2.23K
+ 15.51%
$56.51 - $64.48 $126K - $144K
16.6K $996M
MS
Morgan Stanley

Financial Services
184
+ 6.32%
$151.86 - $169.92 $27.9K - $31.3K
3.1K $550M
MNST
Monster Beverage Corp

Consumer Defensive
434
+ 10.21%
$66.31 - $71.91 $28.8K - $31.2K
4.68K $359M
BSCV
Invesco ETF Self Indexed Fd Tr
4.23K
+ 6.17%
$16.62 - $16.82 $70.3K - $71.2K
72.8K $1.22B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
45
+ 5.98%
$402.9 - $437.15 $18.1K - $19.7K
798 $362M
INSM
Insmed Inc

Healthcare
120
+ 8.26%
$147.28 - $194.39 $17.7K - $23.3K
1.57K $274M
SHOP
Shopify Inc.

Technology
151
+ 4.93%
$146.04 - $179.01 $22.1K - $27K
3.22K $518M
Ge Vernova Inc
43
+ 6.11%
N/A
747 $488M
ELV
Elevance Health, Inc.

Healthcare
92
+ 11.66%
$303.78 - $362.34 $27.9K - $33.3K
881 $309M
HWM
Howmet Aerospace Inc.

Industrials
208
+ 16.28%
$184.09 - $209.74 $38.3K - $43.6K
1.49K $305M
SCHW
Schwab Charles Corp

Financial Services
382
+ 11.43%
$91.91 - $97.71 $35.1K - $37.3K
3.73K $372M
INTC
Intel Corp

Technology
443
+ 4.09%
$34.71 - $41.53 $15.4K - $18.4K
11.3K $416M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.62K
+ 4.25%
$19.54 - $19.6 $51.3K - $51.4K
64.4K $1.26B
GE
General Electric CO

Industrials
116
+ 5.06%
$291.49 - $314.28 $33.8K - $36.5K
2.41K $742M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.46K
+ 3.99%
$19.7 - $19.78 $48.4K - $48.6K
64K $1.26B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.24K
+ 3.8%
$20.53 - $20.66 $46K - $46.3K
61.3K $1.26B
BSCU
Invesco Exc Self Ind Tr

ETFs
2.71K
+ 3.71%
$16.86 - $17.02 $45.7K - $46.2K
75.9K $1.28B
UNH
Unitedhealth Group Inc

Healthcare
215
+ 13.67%
$320.52 - $369.92 $68.9K - $79.5K
1.79K $590M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.39K
+ 3.69%
$18.77 - $18.93 $44.8K - $45.2K
67.1K $1.26B
ADSK
Autodesk, Inc.

Technology
224
+ 21.52%
N/A
1.27K $374M
AME
Ametek Inc

Industrials
104
+ 8.68%
$179.28 - $202.11 $18.6K - $21K
1.3K $267M
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.28%
$321.8 - $337.95 $4.18K - $4.39K
4.69K $1.57B
PCG
Pg&E Corp

Utilities
1.41K
+ 11.2%
$15.63 - $16.81 $22K - $23.7K
14K $225M
CVS
Cvs Health Corp

Healthcare
122
+ 2.43%
$76.69 - $83.04 $9.36K - $10.1K
5.15K $408M
CMCSA
Comcast Corp

Communication Services
1.36K
+ 14.58%
$26.98 - $31.09 $36.7K - $42.3K
10.7K $319M
PM
Philip Morris International Inc.

Consumer Defensive
185
+ 4.26%
$144.33 - $160.86 $26.7K - $29.8K
4.53K $726M
AES
Aes Corp

Utilities
251
+ 1.83%
$13.44 - $15.37 $3.37K - $3.86K
14K $201M
INTU
Intuit Inc

Technology
56
+ 6.19%
$641.79 - $683.39 $35.9K - $38.3K
961 $637M
MMM
3 M CO

Industrials
39
+ 1.68%
$148.75 - $171.6 $5.8K - $6.69K
2.36K $378M
DE
Deere & CO

Industrials
16
+ 2.37%
$439.11 - $480.78 $7.03K - $7.69K
691 $322M
CDNS
Cadence Design Systems Inc

Technology
118
+ 18.18%
$314.93 - $353.36 $37.2K - $41.7K
767 $240M
TMUS
T Mobile Us, Inc.

Communication Services
207
+ 24.47%
$201.01 - $233.26 $41.6K - $48.3K
1.05K $214M
ALL
Allstate Corp

Financial Services
131
+ 5.25%
$190.0 - $214.3 $24.9K - $28.1K
2.62K $546M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 2.27%
$600.51 - $631.95 $4.8K - $5.06K
360 $226M
PGR
Progressive Corp

Financial Services
189
+ 11.03%
$203.7 - $246.46 $38.5K - $46.6K
1.9K $433M
THC
Tenet Healthcare Corp

Healthcare
68
+ 5.85%
$189.58 - $216.17 $12.9K - $14.7K
1.23K $244M
AZO
Autozone Inc

Consumer Cyclical
19
+ 30.16%
$3576.14 - $4253.71 $67.9K - $80.8K
82 $278M
Blackrock Inc
36
+ 10.94%
N/A
365 $391M
SBUX
Starbucks Corp

Consumer Cyclical
58
+ 2.02%
$78.46 - $87.26 $4.55K - $5.06K
2.93K $246M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
63
+ 0.29%
$20.77 - $20.97 $1.31K - $1.32K
21.5K $452M
SNOW
Snowflake Inc.

Technology
32
+ 2.88%
$230.55 - $277.14 $7.38K - $8.87K
1.14K $251M
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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