Everpar Advisors LLC Purchases and Sells in Q3 2024

Everpar Advisors LLC

$193 Billion
Q3 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.27K + 19.41%	$520.18 - $576.82 $659K - $730K	7.79K $4.49B
CGDV	9.31K + 17.24%	$32.96 - $36.48 $307K - $340K	63.3K $2.31B
SHW	119 + 2.6%	$294.65 - $384.0 $35.1K - $45.7K	4.7K $1.79B
CGGR	8.36K + 13.52%	$30.71 - $34.79 $257K - $291K	70.2K $2.44B
VZ	5.75K + 37.6%	$38.89 - $45.0 $224K - $259K	21K $945M
IJH	3.02K + 9.66%	$57.32 - $62.65 $173K - $189K	34.3K $2.13B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IQV	1.59K New	$206.81 - $251.55 $329K - $400K	1.59K $377M
MORGAN STANLEY DIRECT LENDIN	19.1K New	N/A	19.1K $377M
OLED	1.78K New	$157.72 - $236.42 $281K - $421K	1.78K $374M
KKR	2.08K New	$104.51 - $133.23 $218K - $278K	2.08K $272M
EPAM	1.35K New	$185.58 - $185.58 $251K - $251K	1.35K $269M
MMM	1.83K New	$99.69 - $139.42 $183K - $256K	1.83K $251M

Top Sells

Reduced Positions

172 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-14.3K - 31.52%	$207.23 - $234.82 $2.97M - $3.36M	31.1K $7.25B
NVDA	-7.8K - 13.6%	$98.91 - $134.91 $772K - $1.05M	49.6K $6.02B
MSFT	-1.38K - 6.77%	$395.15 - $467.56 $545K - $645K	19K $8.18B
AMZN	-1.9K - 8.55%	$161.02 - $200.0 $306K - $381K	20.4K $3.79B
ADSK	-2.09K - 65.69%	$245.83 - $245.83 $513K - $513K	1.09K $300M
GOOGL	-1.83K - 17.23%	$148.65 - $191.18 $272K - $350K	8.81K $1.46B

Activity Summary All Purchases 77 New Holdings 20 Increased Positions 57 All Sells 172 Reductions 172 Sold out 0 Calls 0 Puts 0

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