Everpar Advisors LLC Incresed Positions in Q4 2024

Everpar Advisors LLC

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
48
+ 1.91%
$108.13 - $134.33 $5.19K - $6.45K
2.57K $318M
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 1.19%
$280.04 - $302.45 $14K - $15.1K
4.25K $1.23B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.39K
+ 9.54%
$43.6 - $47.2 $60.6K - $65.6K
16K $697M
ANSS
Ansys Inc

Technology
44
+ 3.15%
$313.05 - $361.45 $13.8K - $15.9K
1.44K $486M
KKR
Kkr & Co. Inc.

Financial Services
30
+ 1.44%
$129.87 - $162.87 $3.9K - $4.89K
2.11K $313M
Labcorp Holdings Inc
146
+ 12.45%
N/A
1.32K $302M
IVW
Ishares S&P 500 Growth ETF

ETFs
55
+ 0.98%
$94.43 - $105.47 $5.19K - $5.8K
5.64K $573M
ATO
Atmos Energy Corp

Utilities
235
+ 6.51%
$136.41 - $151.43 $32.1K - $35.6K
3.84K $535M
CPRT
Copart Inc

Consumer Cyclical
199
+ 4.31%
$51.36 - $63.8 $10.2K - $12.7K
4.81K $276M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
6
+ 0.12%
$83.95 - $99.75 $504 - $599
4.84K $433M
PANW
Palo Alto Networks Inc

Technology
1.69K
+ 97.8%
$181.96 - $405.9 $308K - $687K
3.42K $623M
CGDV
Capital Group Divid Value ETF

ETFs
3K
+ 4.73%
$35.16 - $37.12 $105K - $111K
66.3K $2.34B
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 2.97%
$873.59 - $994.69 $14K - $15.9K
555 $509M
CTRA
Coterra Energy Inc.

Energy
293
+ 2.14%
$22.71 - $27.63 $6.65K - $8.1K
14K $358M
TRV
Travelers Companies, Inc.

Financial Services
80
+ 6.97%
$225.97 - $266.66 $18.1K - $21.3K
1.23K $296M
MNST
Monster Beverage Corp

Consumer Defensive
449
+ 11.49%
$49.24 - $56.38 $22.1K - $25.3K
4.36K $229M
T
At&T Inc.

Communication Services
650
+ 5.21%
$21.22 - $23.88 $13.8K - $15.5K
13.1K $299M
CAT
Caterpillar Inc

Industrials
181
+ 12.07%
$360.37 - $416.88 $65.2K - $75.5K
1.68K $609M
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.05%
$209.64 - $236.44 $210 - $236
2.06K $465M
CGUS
Capital Group Core Equity ETF
250
+ 1.52%
$33.96 - $36.24 $8.49K - $9.06K
16.7K $584M
ZWS
Zurn Water Solutions Corp

Industrials
7
+ 0.05%
$35.79 - $40.92 $251 - $286
14.5K $540M
MO
Altria Group, Inc.

Consumer Defensive
271
+ 6.06%
$49.06 - $57.74 $13.3K - $15.6K
4.75K $248M
APH
Amphenol Corp

Technology
54
+ 1.68%
$62.07 - $75.35 $3.35K - $4.07K
3.26K $227M
PH
Parker Hannifin Corp

Industrials
17
+ 1.29%
$621.74 - $709.46 $10.6K - $12.1K
1.34K $852M
PM
Philip Morris International Inc.

Consumer Defensive
172
+ 3.97%
$118.38 - $133.06 $20.4K - $22.9K
4.5K $542M
SYK
Stryker Corp

Healthcare
46
+ 7.02%
$345.14 - $392.15 $15.9K - $18K
701 $252M
RPM
Rpm International Inc

Basic Materials
65
+ 1.99%
$120.09 - $140.26 $7.81K - $9.12K
3.33K $409M
FDS
Factset Research Systems Inc

Financial Services
6
+ 1.12%
$449.69 - $495.72 $2.7K - $2.97K
544 $261M
ABT
Abbott Laboratories

Healthcare
134
+ 4.75%
$111.93 - $119.39 $15K - $16K
2.96K $334M
CTVA
Corteva, Inc.

Basic Materials
570
+ 5.13%
$55.21 - $64.13 $31.5K - $36.6K
11.7K $665M
AME
Ametek Inc

Industrials
2
+ 0.15%
$165.89 - $197.38 $332 - $395
1.37K $247M
PCG
Pg&E Corp

Utilities
179
+ 1.01%
$19.2 - $21.63 $3.44K - $3.87K
17.8K $360M
BOKF
Bok Financial Corp

Financial Services
54
+ 2.42%
$101.23 - $119.67 $5.47K - $6.46K
2.29K $243M
VO
Vanguard Mid Cap ETF

ETFs
25
+ 3.0%
$261.5 - $284.63 $6.54K - $7.12K
859 $227M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8
+ 0.79%
$201.32 - $217.44 $1.61K - $1.74K
1.02K $210M
MMM
3 M CO

Industrials
146
+ 7.96%
$124.74 - $137.12 $18.2K - $20K
1.98K $256M
IVE
Ishares S&P 500 Value ETF

ETFs
76
+ 4.89%
$189.5 - $206.17 $14.4K - $15.7K
1.63K $311M
HD
Home Depot, Inc.

Consumer Cyclical
111
+ 4.55%
$385.02 - $431.37 $42.7K - $47.9K
2.55K $992M
ETN
Eaton Corp PLC

Industrials
7
+ 0.3%
$326.96 - $377.52 $2.29K - $2.64K
2.37K $786M
NKE
Nike, Inc.

Consumer Cyclical
413
+ 18.08%
$73.36 - $89.13 $30.3K - $36.8K
2.7K $204M
AEP
American Electric Power CO Inc

Utilities
1.18K
+ 11.35%
$90.91 - $102.21 $107K - $121K
11.6K $1.07B
ZTS
Zoetis Inc.

Healthcare
280
+ 19.84%
$162.24 - $194.42 $45.4K - $54.4K
1.69K $276M
GE
General Electric CO

Industrials
145
+ 12.8%
$159.95 - $194.23 $23.2K - $28.2K
1.28K $213M
MET
Metlife Inc

Financial Services
20
+ 0.52%
$78.15 - $88.25 $1.56K - $1.77K
3.86K $316M
CB
Chubb LTD

Financial Services
28
+ 3.81%
$271.57 - $301.89 $7.6K - $8.45K
763 $211M
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 1.21%
$285.5 - $335.62 $2.57K - $3.02K
752 $218M
ITW
Illinois Tool Works Inc

Industrials
71
+ 2.65%
$253.56 - $278.5 $18K - $19.8K
2.75K $697M
ELS
Equity Lifestyle Properties Inc

Real Estate
76
+ 1.96%
$66.06 - $72.51 $5.02K - $5.51K
3.95K $263M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
18
+ 0.83%
$209.89 - $233.24 $3.78K - $4.2K
2.18K $464M
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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