Everpar Advisors LLC Incresed Positions in Q1 2025

Everpar Advisors LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.37K
+ 28.53%
$554.06 - $615.85 $1.32M - $1.46M
10.7K $6.01B
CGDV
Capital Group Divid Value ETF

ETFs
13.2K
+ 19.89%
$34.95 - $37.36 $461K - $493K
79.5K $2.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
571
+ 41.38%
$442.66 - $534.52 $253K - $305K
1.95K $1.04B
TSN
Tyson Foods, Inc.

Consumer Defensive
135
+ 0.21%
$54.27 - $63.81 $7.33K - $8.61K
63.3K $4.04B
KO
Coca Cola CO

Consumer Defensive
3.18K
+ 19.09%
$60.81 - $72.32 $193K - $230K
19.8K $1.42B
JNJ
Johnson & Johnson

Healthcare
930
+ 10.01%
$142.06 - $167.7 $132K - $156K
10.2K $1.7B
XOM
Exxon Mobil Corp

Energy
1.58K
+ 12.49%
$105.44 - $118.93 $166K - $188K
14.2K $1.69B
CGGR
Capital Group Growth ETF Shs C

ETFs
14.8K
+ 20.98%
$33.98 - $39.84 $502K - $589K
85.2K $2.92B
CVX
Chevron Corp

Energy
28
+ 0.22%
$146.71 - $167.97 $4.11K - $4.7K
12.5K $2.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.85K
+ 27.68%
$168.16 - $186.21 $311K - $344K
8.53K $1.46B
APD
Air Products & Chemicals, Inc.

Basic Materials
725
+ 96.41%
$283.24 - $338.07 $205K - $245K
1.48K $436M
AEP
American Electric Power CO Inc

Utilities
84
+ 0.73%
$90.32 - $109.27 $7.59K - $9.18K
11.7K $1.27B
V
Visa Inc.

Financial Services
268
+ 8.4%
$306.92 - $362.71 $82.3K - $97.2K
3.46K $1.21B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.79K
+ 16.09%
$57.21 - $65.8 $331K - $381K
41.8K $2.44B
ABT
Abbott Laboratories

Healthcare
1.03K
+ 34.8%
$111.1 - $140.22 $114K - $144K
3.99K $529M
AMT
American Tower Corp

Real Estate
615
+ 41.36%
$173.46 - $217.6 $107K - $134K
2.1K $457M
Morgan Stanley Direct Lendin
10.1K
+ 38.73%
N/A
36K $719M
ABBV
Abb Vie Inc.

Healthcare
163
+ 3.54%
$169.2 - $216.66 $27.6K - $35.3K
4.77K $1B
COP
Conocophillips

Energy
1.53K
+ 54.03%
$88.6 - $105.85 $136K - $162K
4.36K $458M
GE
General Electric CO

Industrials
588
+ 46.01%
$168.59 - $212.13 $99.1K - $125K
1.87K $373M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.46K
+ 27.95%
$41.26 - $44.98 $184K - $201K
20.4K $858M
AMGN
Amgen Inc

Healthcare
145
+ 7.03%
$258.59 - $327.36 $37.5K - $47.5K
2.21K $688M
MDLZ
Mondelez International, Inc.

Consumer Defensive
518
+ 4.39%
$56.12 - $68.15 $29.1K - $35.3K
12.3K $836M
T
At&T Inc.

Communication Services
1.88K
+ 14.29%
$21.56 - $28.28 $40.4K - $53K
15K $424M
NFLX
Netflix Inc

Communication Services
53
+ 3.03%
$828.4 - $1058.6 $43.9K - $56.1K
1.8K $1.68B
IBM
International Business Machines Corp

Technology
290
+ 20.34%
$217.4 - $264.74 $63K - $76.8K
1.72K $427M
TTE
Total Energies Se

Energy
800
+ 14.23%
N/A
6.42K $415M
UBER
Uber Technologies, Inc

Technology
191
+ 2.72%
$63.17 - $81.49 $12.1K - $15.6K
7.21K $525M
ROL
Rollins Inc

Consumer Cyclical
325
+ 3.26%
$45.65 - $54.03 $14.8K - $17.6K
10.3K $557M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
81
+ 12.14%
$402.49 - $513.76 $32.6K - $41.6K
748 $363M
CRWD
Crowd Strike Holdings, Inc.

Technology
241
+ 28.15%
$308.86 - $455.36 $74.4K - $110K
1.1K $387M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
366
+ 12.96%
$110.55 - $130.35 $40.5K - $47.7K
3.19K $405M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.24K
+ 32.47%
$48.06 - $53.73 $108K - $120K
9.13K $445M
Linde PLC
140
+ 26.82%
N/A
662 $308M
CI
Cigna Corp

Healthcare
101
+ 12.38%
$274.49 - $329.0 $27.7K - $33.2K
917 $302M
MCK
Mckesson Corp

Healthcare
48
+ 12.77%
$566.21 - $672.99 $27.2K - $32.3K
424 $285M
BSCV
Invesco ETF Self Indexed Fd Tr
4.06K
+ 31.31%
$15.87 - $16.38 $64.5K - $66.5K
17K $278M
PEP
Pepsico Inc

Consumer Defensive
482
+ 15.89%
$142.64 - $156.42 $68.8K - $75.4K
3.52K $527M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
340
+ 33.46%
$196.12 - $229.48 $66.7K - $78K
1.36K $274M
UNH
Unitedhealth Group Inc

Healthcare
94
+ 11.63%
$461.52 - $548.18 $43.4K - $51.5K
902 $472M
PLTR
Palantir Technologies Inc.

Technology
413
+ 12.96%
$64.98 - $124.62 $26.8K - $51.5K
3.6K $304M
CHE
Chemed Corp

Healthcare
40
+ 8.99%
$521.84 - $615.32 $20.9K - $24.6K
485 $298M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.2K
+ 21.26%
$92.45 - $106.69 $111K - $128K
6.84K $635M
BSCU
Invesco Exc Self Ind Tr

ETFs
3.51K
+ 21.56%
$16.2 - $16.64 $56.8K - $58.4K
19.8K $328M
MMM
3 M CO

Industrials
179
+ 9.04%
$129.7 - $155.12 $23.2K - $27.8K
2.16K $317M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.82K
+ 21.39%
$20.05 - $20.4 $56.5K - $57.4K
16K $325M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.09K
+ 21.59%
$18.18 - $18.58 $56.2K - $57.5K
17.4K $323M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.93K
+ 21.57%
$19.43 - $19.62 $56.9K - $57.4K
16.5K $323M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.88K
+ 21.16%
$19.42 - $19.54 $55.9K - $56.3K
16.5K $321M
Activity Summary
Buys All Purchases 104 New Holdings 14 Increased Positions 90 Sells All Sells 139 Reductions 139 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