Everpar Advisors LLC Reduced Holdings in Q4 2025

Everpar Advisors LLC

  • $270 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
-62.5K
- 51.53%
$43.04 - $45.68 $2.69M - $2.85M
58.8K $2.61B
CGDV
Capital Group Divid Value ETF

ETFs
-58.9K
- 51.29%
$41.33 - $43.47 $2.43M - $2.56M
55.9K $2.44B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.4K
- 45.29%
$63.25 - $66.24 $1.73M - $1.81M
33.1K $2.18B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.72K
- 47.24%
$191.01 - $199.18 $1.28M - $1.34M
7.51K $1.49B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-21.8K
- 62.85%
$43.03 - $44.7 $938K - $974K
12.9K $564M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.18K
- 66.42%
$118.29 - $126.28 $731K - $780K
3.12K $385M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.77K
- 61.43%
$192.8 - $211.27 $533K - $584K
1.74K $347M
UBER
Uber Technologies, Inc

Technology
-4.26K
- 45.65%
$91.62 - $100.1 $391K - $427K
5.08K $415M
HD
Home Depot, Inc.

Consumer Cyclical
-779
- 28.06%
$358.03 - $397.02 $279K - $309K
2K $687M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-5.58K
- 35.1%
$64.77 - $73.08 $361K - $408K
10.3K $663M
BSY
Bentley Systems Inc

Technology
-4.32K
- 41.18%
$43.17 - $56.79 $186K - $245K
6.16K $235M
COP
Conocophillips

Energy
-2.94K
- 29.99%
$85.66 - $95.46 $252K - $281K
6.86K $642M
ETN
Eaton Corp PLC

Industrials
-512
- 24.32%
$352.39 - $387.75 $180K - $199K
1.59K $507M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.34K
- 43.9%
$202.52 - $212.07 $272K - $285K
1.72K $364M
VZ
Verizon Communications Inc

Communication Services
-4.59K
- 25.54%
$38.4 - $43.83 $176K - $201K
13.4K $545M
ALLE
Allegion PLC

Industrials
-984
- 32.62%
$161.25 - $179.47 $159K - $177K
2.03K $324M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.93K
- 15.88%
$55.57 - $63.17 $107K - $122K
10.2K $550M
EFX
Equifax Inc

Industrials
-663
- 41.23%
$204.19 - $253.84 $135K - $168K
945 $205M
LEN
Lennar Corp

Consumer Cyclical
-1.04K
- 25.48%
$117.91 - $130.07 $123K - $136K
3.05K $314M
ZWS
Zurn Water Solutions Corp

Industrials
-4.11K
- 35.19%
$45.58 - $48.14 $188K - $198K
7.58K $352M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-659
- 32.21%
$312.18 - $378.94 $206K - $250K
1.39K $495M
ROL
Rollins Inc

Consumer Cyclical
-3.15K
- 31.23%
$53.87 - $59.67 $170K - $188K
6.94K $417M
SHW
Sherwin Williams CO

Basic Materials
-218
- 4.71%
$330.74 - $354.45 $72.1K - $77.3K
4.41K $1.43B
PG
Procter & Gamble CO

Consumer Defensive
-783
- 13.25%
$145.5 - $153.18 $114K - $120K
5.13K $735M
WRB
Berkley W R Corp

Financial Services
-1.37K
- 12.65%
$71.34 - $78.46 $97.5K - $107K
9.44K $662M
SONY
Sony Group Corp

Technology
-3.95K
- 23.05%
$27.71 - $30.26 $109K - $120K
13.2K $338M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-888
- 23.34%
$178.37 - $198.46 $158K - $176K
2.92K $609M
KO
Coca Cola CO

Consumer Defensive
-2.99K
- 19.11%
$66.1 - $71.61 $197K - $214K
12.6K $883M
AEP
American Electric Power CO Inc

Utilities
-1.59K
- 13.28%
$112.75 - $122.73 $179K - $195K
10.4K $1.2B
MDT
Medtronic PLC

Healthcare
-1.48K
- 22.98%
$90.06 - $98.43 $133K - $146K
4.96K $476M
CVX
Chevron Corp

Energy
-620
- 4.84%
$148.9 - $157.72 $92.3K - $97.8K
12.2K $1.86B
SNPS
Synopsys Inc

Technology
-226
- 25.59%
$389.83 - $489.36 $88.1K - $111K
657 $309M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1.25K
- 32.03%
$88.26 - $94.73 $110K - $118K
2.65K $239M
BX
Blackstone Inc.

Financial Services
-323
- 7.5%
$138.42 - $168.45 $44.7K - $54.4K
3.98K $614M
GD
General Dynamics Corp

Industrials
-336
- 17.79%
$330.59 - $353.77 $111K - $119K
1.55K $523M
ABT
Abbott Laboratories

Healthcare
-658
- 14.74%
$123.62 - $134.59 $81.3K - $88.6K
3.81K $477M
ATO
Atmos Energy Corp

Utilities
-652
- 17.96%
$168.85 - $179.19 $110K - $117K
2.98K $499M
LII
Lennox International Inc

Industrials
-163
- 18.87%
$471.5 - $554.58 $76.9K - $90.4K
701 $340M
ITW
Illinois Tool Works Inc

Industrials
-321
- 12.47%
$242.03 - $260.73 $77.7K - $83.7K
2.25K $555M
BA
Boeing CO

Industrials
-552
- 12.7%
$191.81 - $225.32 $106K - $124K
3.79K $824M
UNP
Union Pacific Corp

Industrials
-458
- 27.91%
$216.37 - $237.41 $99.1K - $109K
1.18K $274M
CTVA
Corteva, Inc.

Basic Materials
-1.56K
- 17.68%
$61.0 - $66.48 $95.2K - $104K
7.26K $487M
SRE
Sempra Energy

Utilities
-1.16K
- 28.05%
$89.26 - $94.01 $103K - $109K
2.97K $262M
RPM
Rpm International Inc

Basic Materials
-631
- 22.32%
$105.88 - $117.19 $66.8K - $73.9K
2.2K $228M
Morgan Stanley Direct Lendin
-6.58K
- 26.2%
N/A
18.5K $306M
XEL
Xcel Energy Inc

Utilities
-816
- 14.91%
$79.6 - $81.85 $65K - $66.8K
4.66K $344M
PSX
Phillips 66

Energy
-455
- 8.49%
$126.76 - $142.32 $57.7K - $64.8K
4.9K $633M
ECL
Ecolab Inc.

Basic Materials
-265
- 13.74%
$253.06 - $281.35 $67.1K - $74.6K
1.66K $437M
TXN
Texas Instruments Inc

Technology
-396
- 18.05%
N/A
1.8K $312M
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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