Everpar Advisors LLC Purchases and Sells in Q4 2024

Everpar Advisors LLC

$198 Billion
Q4 2024

Top Buys

Incresed Positions

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	757 + 9.33%	$213.65 - $479.86 $162K - $363K	8.87K $3.58B
AAPL	2.01K + 6.47%	$221.69 - $259.02 $446K - $521K	33.1K $8.29B
AMZN	1.57K + 7.68%	$180.88 - $232.93 $283K - $365K	21.9K $4.81B
JPM	262 + 0.81%	$205.18 - $250.29 $53.8K - $65.6K	32.4K $7.77B
NVDA	998 + 2.01%	$117.0 - $148.88 $117K - $149K	50.6K $6.79B
SPY	876 + 29.06%	$567.81 - $607.81 $497K - $532K	3.89K $2.28B

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARISTA NETWORKS INC	7.58K New	N/A	7.58K $837M
IWD	3.07K New	$183.23 - $199.79 $563K - $614K	3.07K $569M
HDV	3.54K New	$110.82 - $121.28 $392K - $429K	3.54K $398M
IWF	862 New	$370.24 - $418.94 $319K - $361K	862 $346M
OLLI	2.91K New	$87.56 - $119.8 $254K - $348K	2.91K $319M
BLACKROCK INC	294 New	N/A	294 $301M

Top Sells

Reduced Positions

111 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OAKTREE SPECIALTY LENDING CO	-35K - 60.73%	N/A	22.6K $346M
UNH	-509 - 38.65%	$485.52 - $625.25 $247K - $318K	808 $409M
XOM	-1.96K - 13.43%	$105.51 - $125.37 $207K - $246K	12.6K $1.36B
VZ	-4.77K - 22.65%	$39.6 - $45.21 $189K - $215K	16.3K $651M
REGN	-113 - 19.06%	$701.85 - $1046.91 $79.3K - $118K	480 $342M
FICO	-151 - 36.65%	$1911.01 - $2382.4 $289K - $360K	261 $520M

Activity Summary All Purchases 145 New Holdings 28 Increased Positions 117 All Sells 111 Reductions 111 Sold out 0 Calls 0 Puts 0

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