Everpar Advisors LLC Purchases in Q3 2024

Everpar Advisors LLC

  • $193 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
+ 19.41%
$520.18 - $576.82 $659K - $730K
7.79K $4.49B
CGDV
Capital Group Divid Value ETF

ETFs
9.31K
+ 17.24%
$32.96 - $36.48 $307K - $340K
63.3K $2.31B
SHW
Sherwin Williams CO

Basic Materials
119
+ 2.6%
$294.65 - $384.0 $35.1K - $45.7K
4.7K $1.79B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.36K
+ 13.52%
$30.71 - $34.79 $257K - $291K
70.2K $2.44B
IQV
Iqvia Holdings Inc.

Healthcare
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
Universal Display Corp Pa

Technology
1.78K
New
$157.72 - $236.42 $281K - $421K
1.78K $374M
VZ
Verizon Communications Inc

Communication Services
5.75K
+ 37.6%
$38.89 - $45.0 $224K - $259K
21K $945M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.02K
+ 9.66%
$57.32 - $62.65 $173K - $189K
34.3K $2.13B
WMT
Walmart Inc.

Consumer Defensive
449
+ 2.25%
$66.91 - $81.4 $30K - $36.5K
20.4K $1.65B
EPAM
Epam Systems, Inc.

Technology
1.35K
New
$185.58 - $185.58 $251K - $251K
1.35K $269M
AIG
American International Group, Inc.

Financial Services
3.6K
+ 80.19%
$70.16 - $79.23 $253K - $285K
8.09K $592M
POOL
Pool Corp

Industrials
413
+ 30.06%
$296.17 - $376.8 $122K - $156K
1.79K $673M
MMM
3 M CO

Industrials
1.83K
New
$99.69 - $139.42 $183K - $256K
1.83K $251M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.01K
+ 19.48%
$162.64 - $179.3 $164K - $181K
6.2K $1.11B
NOC
Northrop Grumman Corp

Industrials
422
New
$423.73 - $533.14 $179K - $225K
422 $223M
DASH
Door Dash, Inc.

Communication Services
1.54K
New
$100.28 - $143.99 $154K - $222K
1.54K $220M
PLD
Prologis, Inc.

Real Estate
1.73K
New
$111.95 - $132.43 $194K - $229K
1.73K $218M
DUK
Duke Energy Corp

Utilities
1.89K
New
$99.35 - $117.71 $187K - $222K
1.89K $217M
GE
General Electric CO

Industrials
1.13K
New
$156.66 - $189.66 $177K - $215K
1.13K $214M
MCD
Mcdonalds Corp

Consumer Cyclical
302
+ 12.97%
$245.82 - $304.51 $74.2K - $92K
2.63K $801M
ITT
Itt Inc.

Industrials
1.39K
New
$125.05 - $150.55 $173K - $209K
1.39K $207M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.01K
New
$175.46 - $203.3 $177K - $205K
1.01K $204M
NEM
Newmont Corp

Basic Materials
3.83K
New
$41.65 - $55.85 $159K - $214K
3.83K $204M
URI
United Rentals, Inc.

Industrials
252
New
$627.41 - $814.1 $158K - $205K
252 $204M
Te Connectivity PLC
1.35K
New
N/A
1.35K $204M
NKE
Nike, Inc.

Consumer Cyclical
2.28K
New
$71.09 - $89.44 $162K - $204K
2.28K $202M
HUBB
Hubbell Inc

Industrials
471
New
$355.55 - $428.48 $167K - $202K
471 $202M
ROP
Roper Technologies Inc

Industrials
362
New
$515.25 - $576.55 $187K - $209K
362 $201M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.3K
New
$18.12 - $18.92 $187K - $195K
10.3K $194M
JNJ
Johnson & Johnson

Healthcare
212
+ 2.32%
$145.48 - $167.38 $30.8K - $35.5K
9.37K $1.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
269
+ 28.14%
$405.19 - $478.57 $109K - $129K
1.23K $564M
AEP
American Electric Power CO Inc

Utilities
88
+ 0.85%
$87.11 - $104.95 $7.67K - $9.24K
10.4K $1.07B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
2.37K
+ 19.43%
$40.6 - $45.07 $96.2K - $107K
14.6K $656M
SBUX
Starbucks Corp

Consumer Cyclical
494
+ 10.93%
$72.51 - $98.6 $35.8K - $48.7K
5.01K $489M
BMY
Bristol Myers Squibb CO

Healthcare
446
+ 4.13%
$39.66 - $51.75 $17.7K - $23.1K
11.2K $582M
XOM
Exxon Mobil Corp

Energy
887
+ 6.47%
$109.72 - $119.0 $97.3K - $106K
14.6K $1.71B
ABBV
Abb Vie Inc.

Healthcare
51
+ 1.08%
$163.84 - $199.33 $8.36K - $10.2K
4.77K $942M
CAT
Caterpillar Inc

Industrials
135
+ 9.9%
$316.8 - $391.12 $42.8K - $52.8K
1.5K $586M
ACN
Accenture PLC

Technology
237
+ 26.78%
$295.44 - $355.81 $70K - $84.3K
1.12K $397M
AMT
American Tower Corp

Real Estate
216
+ 11.8%
$192.27 - $242.73 $41.5K - $52.4K
2.05K $476M
GS
Goldman Sachs Group Inc

Financial Services
172
+ 24.89%
$459.02 - $510.25 $79K - $87.8K
863 $427M
IBM
International Business Machines Corp

Technology
238
+ 19.6%
$175.1 - $223.38 $41.7K - $53.2K
1.45K $321M
USB
Us Bancorp \De\

Financial Services
531
+ 3.89%
$39.04 - $47.23 $20.7K - $25.1K
14.2K $649M
CHH
Choice Hotels International Inc

Consumer Cyclical
618
+ 28.97%
$117.06 - $133.72 $72.3K - $82.6K
2.75K $358M
NSC
Norfolk Southern Corp

Industrials
26
+ 0.9%
$213.75 - $259.69 $5.56K - $6.75K
2.9K $721M
AZPN
Aspen Technology, Inc.

Technology
32
+ 1.51%
$172.9 - $239.26 $5.53K - $7.66K
2.15K $514M
SITE
Site One Landscape Supply, Inc.

Industrials
255
+ 14.89%
$115.64 - $153.52 $29.5K - $39.1K
1.97K $297M
CNC
Centene Corp

Healthcare
643
+ 14.65%
$64.89 - $80.23 $41.7K - $51.6K
5.03K $379M
Activity Summary
Buys All Purchases 77 New Holdings 20 Increased Positions 57 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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