Everpar Advisors LLC Top Holdings and 13F Report (2025) About Everpar Advisors LLCInvestment ActivityEverpar Advisors LLC has $198.33 million in total holdings as of December 31, 2024.Everpar Advisors LLC owns shares of 263 different stocks, but just 128 companies or ETFs make up 80% of its holdings.Approximately 6.98% of the portfolio was purchased this quarter.About 5.74% of the portfolio was sold this quarter.This quarter, Everpar Advisors LLC has purchased 259 new stocks and bought additional shares in 117 stocks.Everpar Advisors LLC sold shares of 111 stocks and completely divested from 24 stocks this quarter.Largest Holdings Apple $8,292,909Microsoft $8,013,558JPMorgan Chase & Co. $7,774,035NVIDIA $6,792,522ONEOK $5,092,790 Largest New Holdings this Quarter ARISTA NETWORKS INC $837,265 HoldingiShares Russell 1000 Value ETF $568,534 HoldingiShares Core High Dividend ETF $397,554 HoldingiShares Russell 1000 Growth ETF $346,162 HoldingOllie's Bargain Outlet $318,875 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 7,575 shares (about $837.27K)iShares Russell 1000 Value ETF 3,071 shares (about $568.53K)SPDR S&P 500 ETF Trust 876 shares (about $513.41K)Apple 2,011 shares (about $503.59K)iShares Core High Dividend ETF 3,541 shares (about $397.55K) Largest Sales this Quarter Oaktree Specialty Lending 34,965 shares (about $534.27K)Fair Isaac 151 shares (about $300.63K)UnitedHealth Group 509 shares (about $257.48K)Exxon Mobil 1,959 shares (about $210.73K)Verizon Communications 4,765 shares (about $190.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEverpar Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,292,909$503,595 ▲6.5%33,1164.2%Computer and TechnologyMSFTMicrosoft$8,013,558$2,951 ▲0.0%19,0124.0%Computer and TechnologyJPMJPMorgan Chase & Co.$7,774,035$62,804 ▲0.8%32,4313.9%FinanceNVDANVIDIA$6,792,522$134,021 ▲2.0%50,5813.4%Computer and TechnologyOKEONEOK$5,092,790$6,225 ▼-0.1%50,7252.6%Oils/EnergyIVViShares Core S&P 500 ETF$4,898,986$314,943 ▲6.9%8,3222.5%ETFAMZNAmazon.com$4,811,661$343,345 ▲7.7%21,9322.4%Retail/WholesaleTSNTyson Foods$3,625,640$13,786 ▲0.4%63,1201.8%Consumer StaplesMETAMeta Platforms$3,624,307$33,374 ▲0.9%6,1901.8%Computer and TechnologyTSLATesla$3,581,657$305,707 ▲9.3%8,8691.8%Auto/Tires/TrucksAVGOBroadcom$3,257,120$77,203 ▼-2.3%14,0491.6%Computer and TechnologyCGGRCapital Group Growth ETF$2,616,787$6,059 ▲0.2%70,4011.3%ETFGOOGAlphabet$2,601,791$49,134 ▲1.9%13,6621.3%Computer and TechnologyCGDVCapital Group Dividend Value ETF$2,338,434$105,603 ▲4.7%66,3201.2%ETFSPYSPDR S&P 500 ETF Trust$2,279,851$513,406 ▲29.1%3,8901.1%FinanceIJHiShares Core S&P Mid-Cap ETF$2,241,779$107,173 ▲5.0%35,9781.1%ETFLLYEli Lilly and Company$2,068,960$13,124 ▲0.6%2,6801.0%MedicalORCLOracle$1,952,021$1,833 ▲0.1%11,7141.0%Computer and TechnologyGOOGLAlphabet$1,868,391$201,415 ▲12.1%9,8700.9%Computer and TechnologyCVXChevron$1,810,935$124,997 ▼-6.5%12,5030.9%Oils/EnergyWMTWalmart$1,807,904$32,797 ▼-1.8%20,0100.9%Retail/WholesaleSFNCSimmons First National$1,744,6120.0%78,6570.9%FinanceMAMastercard$1,708,193$11,585 ▲0.7%3,2440.9%Business ServicesSHWSherwin-Williams$1,606,849$8,838 ▲0.6%4,7270.8%Basic MaterialsNFLXNetflix$1,559,810$19,609 ▼-1.2%1,7500.8%Consumer DiscretionaryCSCOCisco Systems$1,464,134$51,622 ▼-3.4%24,7320.7%Computer and TechnologyGWWW.W. Grainger$1,370,265$15,811 ▼-1.1%1,3000.7%Industrial ProductsXOMExxon Mobil$1,358,932$210,730 ▼-13.4%12,6330.7%Oils/EnergyMRKMerck & Co., Inc.$1,353,326$44,169 ▼-3.2%13,6040.7%MedicalJNJJohnson & Johnson$1,344,098$10,557 ▼-0.8%9,2940.7%MedicalVTIVanguard Total Stock Market ETF$1,231,982$14,490 ▲1.2%4,2510.6%ETFQUALiShares MSCI USA Quality Factor ETF$1,190,289$86,013 ▲7.8%6,6840.6%ETFPGProcter & Gamble$1,093,246$5,197 ▲0.5%6,5210.6%Consumer StaplesAEPAmerican Electric Power$1,067,193$108,739 ▲11.3%11,5710.5%UtilitiesKOCoca-Cola$1,035,633$21,729 ▼-2.1%16,6340.5%Consumer StaplesVVisa$1,008,800$6,005 ▲0.6%3,1920.5%Business ServicesHDHome Depot$991,924$43,178 ▲4.6%2,5500.5%Retail/WholesaleQCOMQUALCOMM$970,878$88,792 ▼-8.4%6,3200.5%Computer and TechnologyBXSLBlackstone Secured Lending Fund$945,816$36,381 ▲4.0%29,2730.5%FinanceTJXTJX Companies$941,231$2,537 ▼-0.3%7,7910.5%Retail/WholesaleIBKRInteractive Brokers Group$935,468$33,921 ▲3.8%5,2950.5%FinanceLIILennox International$903,592$56,665 ▼-5.9%1,4830.5%ConstructionLOWLowe's Companies$900,573$2,221 ▲0.2%3,6490.5%Retail/WholesaleRTXRTX$890,581$14,234 ▼-1.6%7,6960.4%AerospacePHParker-Hannifin$851,644$10,813 ▲1.3%1,3390.4%Industrial ProductsPNCThe PNC Financial Services Group$846,419$14,849 ▲1.8%4,3890.4%FinanceARISTA NETWORKS INC$837,265$837,265 ▲New Holding7,5750.4%COM SHSBXBlackstone$837,099$9,656 ▲1.2%4,8550.4%FinanceABBVAbbVie$819,019$28,432 ▼-3.4%4,6090.4%MedicalWMBWilliams Companies$810,339$170,532 ▼-17.4%14,9730.4%Oils/EnergyBABoeing$809,421$106,554 ▲15.2%4,5730.4%AerospaceLPLALPL Financial$794,072$980 ▲0.1%2,4320.4%FinanceETNEaton$785,536$2,323 ▲0.3%2,3670.4%Industrial ProductsMCDMcDonald's$760,961$1,449 ▼-0.2%2,6250.4%Retail/WholesaleBACBank of America$743,458$7,691 ▼-1.0%16,9160.4%FinanceCOOPER COS INC$740,312$27,579 ▼-3.6%8,0530.4%COMISRGIntuitive Surgical$704,646$20,878 ▼-2.9%1,3500.4%MedicalMDLZMondelez International$704,575$79,859 ▼-10.2%11,7960.4%Consumer StaplesOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$697,432$60,728 ▲9.5%15,9520.4%ETFWRBW. R. Berkley$696,622$2,575 ▼-0.4%11,9040.4%FinanceITWIllinois Tool Works$696,529$18,003 ▲2.7%2,7470.4%Industrial ProductsBMYBristol-Myers Squibb$686,921$51,074 ▲8.0%12,1450.3%MedicalAMPAmeriprise Financial$684,705$12,246 ▲1.8%1,2860.3%FinanceTDYTeledyne Technologies$684,128$23,671 ▲3.6%1,4740.3%AerospaceBKNGBooking$680,6740.0%1370.3%Retail/WholesaleVTVVanguard Value ETF$675,168$78,724 ▼-10.4%3,9880.3%ETFNSCNorfolk Southern$672,650$8,214 ▼-1.2%2,8660.3%TransportationZBRAZebra Technologies$670,478$7,338 ▼-1.1%1,7360.3%Industrial ProductsTERTeradyne$667,502$137,756 ▼-17.1%5,3010.3%Computer and TechnologyCTVACorteva$665,464$32,467 ▲5.1%11,6830.3%Consumer StaplesVVVanguard Large-Cap ETF$660,7650.0%2,4500.3%ETFCRMSalesforce$654,284$68,538 ▲11.7%1,9570.3%Computer and TechnologyUSBU.S. Bancorp$654,027$24,489 ▼-3.6%13,6740.3%FinanceVZVerizon Communications$650,597$190,552 ▼-22.7%16,2690.3%Computer and TechnologyBRK.BBerkshire Hathaway$625,526$70,258 ▲12.7%1,3800.3%FinancePANWPalo Alto Networks$623,031$308,058 ▲97.8%3,4240.3%Computer and TechnologyCATCaterpillar$609,437$65,660 ▲12.1%1,6800.3%Industrial ProductsPOOLPool$606,191$3,068 ▼-0.5%1,7780.3%Consumer DiscretionaryCOFCapital One Financial$595,589$9,094 ▲1.6%3,3400.3%FinanceJKHYJack Henry & Associates$595,494$10,343 ▼-1.7%3,3970.3%Computer and TechnologyCGUSCapital Group Core Equity ETF$583,509$8,742 ▲1.5%16,6860.3%ETFADPAutomatic Data Processing$576,385$19,027 ▲3.4%1,9690.3%Business ServicesAIGAmerican International Group$573,154$15,579 ▼-2.6%7,8730.3%FinanceBSYBentley Systems$573,056$28,580 ▼-4.8%12,2710.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$572,731$5,584 ▲1.0%5,6410.3%ETFIWDiShares Russell 1000 Value ETF$568,534$568,534 ▲New Holding3,0710.3%ETFDISWalt Disney$567,662$38,082 ▲7.2%5,0980.3%Consumer DiscretionarySTZConstellation Brands$565,760$73,814 ▼-11.5%2,5600.3%Consumer StaplesLENLennar$548,207$9,546 ▲1.8%4,0200.3%ConstructionPMPhilip Morris International$542,056$20,700 ▲4.0%4,5040.3%Consumer StaplesZWSZurn Elkay Water Solutions$540,365$261 ▲0.0%14,4870.3%Industrial ProductsADBEAdobe$538,507$110,281 ▼-17.0%1,2110.3%Computer and TechnologyAMGNAmgen$537,440$45,873 ▼-7.9%2,0620.3%MedicalMORGAN STANLEY DIRECT LENDIN$536,521$142,575 ▲36.2%25,9690.3%COM SHSATOAtmos Energy$535,354$32,728 ▲6.5%3,8440.3%UtilitiesAZPNAspen Technology$533,709$3,744 ▼-0.7%2,1380.3%Computer and TechnologyFTITechnipFMC$530,007$50,529 ▼-8.7%18,3140.3%Oils/EnergyTXNTexas Instruments$527,091$1,125 ▲0.2%2,8110.3%Computer and TechnologyOGSONE Gas$526,577$3,393 ▲0.6%7,6040.3%UtilitiesFICOFair Isaac$519,633$300,631 ▼-36.7%2610.3%Computer and TechnologyShowing largest 100 holdings. 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