Everpar Advisors LLC Purchases 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
Arista Networks Inc
7.58K
New
N/A
7.58K $837M
NVDA
Nvidia Corp

Technology
998
+ 2.01%
$117.0 - $148.88 $117K - $149K
50.6K $6.79B
IWD
Ishares Russell 1000 Val ETF

ETFs
3.07K
New
$183.23 - $199.79 $563K - $614K
3.07K $569M
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
862
New
$370.24 - $418.94 $319K - $361K
862 $346M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.91K
New
$87.56 - $119.8 $254K - $348K
2.91K $319M
Blackrock Inc
294
New
N/A
294 $301M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
13K
New
$20.6 - $20.71 $267K - $269K
13K $268M
HUBS
Hubspot Inc

Technology
383
New
$514.07 - $757.4 $197K - $290K
383 $267M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13.2K
New
$20.08 - $20.61 $264K - $271K
13.2K $265M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.6K
New
$19.42 - $19.76 $264K - $268K
13.6K $264M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.6K
New
$19.38 - $19.58 $264K - $266K
13.6K $264M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
455
New
$563.99 - $620.12 $257K - $282K
455 $259M
Ge Vernova Inc
760
New
N/A
760 $250M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
New
$173.13 - $258.09 $186K - $277K
1.07K $248M
PLTR
Palantir Technologies Inc.

Technology
3.19K
New
$36.46 - $82.38 $116K - $262K
3.19K $241M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.11K
New
$75.1 - $82.99 $233K - $258K
3.11K $235M
KMI
Kinder Morgan, Inc.

Energy
8.52K
New
$22.59 - $28.54 $193K - $243K
8.52K $234M
ABC
Amerisourcebergen Corp

Healthcare
1.02K
New
N/A
1.02K $229M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.12%
$229.85 - $335.91 $690 - $1.01K
2.43K $794M
IBKR
Interactive Brokers Group, Inc.

Financial Services
192
+ 3.76%
$138.3 - $192.95 $26.6K - $37K
5.3K $935M
TTWO
Take Two Interactive Software Inc

Communication Services
1.21K
New
$147.66 - $190.46 $179K - $230K
1.21K $223M
IWS
Ishares Russell Midcap Value E

ETFs
1.71K
New
$128.08 - $140.32 $219K - $240K
1.71K $222M
GRMN
Garmin LTD

Technology
1.07K
New
$161.91 - $220.77 $174K - $237K
1.07K $221M
NOW
Service Now, Inc.

Technology
200
New
$867.18 - $1148.42 $173K - $230K
200 $212M
Atlassian Corporation
866
New
N/A
866 $211M
LUV
Southwest Airlines CO

Industrials
6.24K
New
$28.99 - $34.84 $181K - $217K
6.24K $210M
CDNS
Cadence Design Systems Inc

Technology
694
New
$249.1 - $324.54 $173K - $225K
694 $209M
BSCV
Invesco ETF Self Indexed Fd Tr
13K
New
$16.02 - $16.72 $208K - $217K
13K $208M
DE
Deere & CO

Industrials
488
New
$389.45 - $466.0 $190K - $227K
488 $207M
SAP
Sap Se

Technology
838
New
$218.13 - $255.54 $183K - $214K
838 $206M
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
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
Track This Portfolio

Track Everpar Advisors LLC Portfolio

Follow Everpar Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everpar Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Everpar Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email