Everpar Advisors LLC Purchases in Q1 2025

Everpar Advisors LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
48
+ 12.77%
$566.21 - $672.99 $27.2K - $32.3K
424 $285M
BSCV
Invesco ETF Self Indexed Fd Tr
4.06K
+ 31.31%
$15.87 - $16.38 $64.5K - $66.5K
17K $278M
PEP
Pepsico Inc

Consumer Defensive
482
+ 15.89%
$142.64 - $156.42 $68.8K - $75.4K
3.52K $527M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
340
+ 33.46%
$196.12 - $229.48 $66.7K - $78K
1.36K $274M
UNH
Unitedhealth Group Inc

Healthcare
94
+ 11.63%
$461.52 - $548.18 $43.4K - $51.5K
902 $472M
PLTR
Palantir Technologies Inc.

Technology
413
+ 12.96%
$64.98 - $124.62 $26.8K - $51.5K
3.6K $304M
CHE
Chemed Corp

Healthcare
40
+ 8.99%
$521.84 - $615.32 $20.9K - $24.6K
485 $298M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.2K
+ 21.26%
$92.45 - $106.69 $111K - $128K
6.84K $635M
BSCU
Invesco Exc Self Ind Tr

ETFs
3.51K
+ 21.56%
$16.2 - $16.64 $56.8K - $58.4K
19.8K $328M
MMM
3 M CO

Industrials
179
+ 9.04%
$129.7 - $155.12 $23.2K - $27.8K
2.16K $317M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.09K
+ 21.59%
$18.18 - $18.58 $56.2K - $57.5K
17.4K $323M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.93K
+ 21.57%
$19.43 - $19.62 $56.9K - $57.4K
16.5K $323M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.88K
+ 21.16%
$19.42 - $19.54 $55.9K - $56.3K
16.5K $321M
ABC
Amerisourcebergen Corp

Healthcare
7
+ 0.69%
N/A
1.03K $286M
IVE
Ishares S&P 500 Value ETF

ETFs
298
+ 18.27%
$185.78 - $198.58 $55.4K - $59.2K
1.93K $368M
SYK
Stryker Corp

Healthcare
126
+ 17.97%
$355.18 - $399.9 $44.8K - $50.4K
827 $308M
MO
Altria Group, Inc.

Consumer Defensive
309
+ 6.51%
$50.81 - $60.02 $15.7K - $18.5K
5.05K $303M
ALL
Allstate Corp

Financial Services
83
+ 3.44%
$180.99 - $210.18 $15K - $17.4K
2.5K $517M
IGM
Ishares Expanded Tech Sector E

ETFs
848
+ 33.78%
$90.67 - $108.46 $76.9K - $92K
3.36K $305M
CTRA
Coterra Energy Inc.

Energy
19
+ 0.14%
$25.51 - $29.83 $485 - $567
14K $405M
ICE
Intercontinental Exchange, Inc.

Financial Services
31
+ 1.91%
$142.8 - $176.36 $4.43K - $5.47K
1.65K $285M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.88K
+ 14.5%
$20.64 - $20.73 $38.9K - $39K
14.9K $307M
QCOM
Qualcomm Inc

Technology
227
+ 3.59%
$151.94 - $175.86 $34.5K - $39.9K
6.55K $1.01B
INTU
Intuit Inc

Technology
72
+ 9.6%
$555.63 - $630.23 $40K - $45.4K
822 $505M
FCX
Freeport Mcmoran Inc

Basic Materials
793
+ 11.96%
$34.5 - $43.01 $27.4K - $34.1K
7.42K $281M
SBUX
Starbucks Corp

Consumer Cyclical
9
+ 0.23%
$91.75 - $115.81 $826 - $1.04K
3.86K $378M
DE
Deere & CO

Industrials
7
+ 1.43%
$408.57 - $509.27 $2.86K - $3.56K
495 $232M
PG
Procter & Gamble CO

Consumer Defensive
34
+ 0.52%
$158.56 - $176.26 $5.39K - $5.99K
6.56K $1.12B
IYW
Ishares Dj Us Tech ETF

ETFs
415
+ 21.39%
$140.44 - $166.79 $58.3K - $69.2K
2.36K $331M
XYL
Xylem Inc.

Industrials
80
+ 2.68%
$114.02 - $132.04 $9.12K - $10.6K
3.06K $366M
WFC
Wells Fargo & Company

Financial Services
72
+ 1.0%
$66.78 - $81.42 $4.81K - $5.86K
7.27K $522M
MPC
Marathon Petroleum Corp

Energy
34
+ 1.89%
$134.72 - $159.03 $4.58K - $5.41K
1.83K $267M
VTV
Vanguard Value ETF

ETFs
6
+ 0.15%
$167.73 - $179.21 $1.01K - $1.08K
3.99K $690M
Ge Vernova Inc
82
+ 10.79%
N/A
842 $257M
NSC
Norfolk Southern Corp

Industrials
2
+ 0.07%
$227.69 - $259.76 $455 - $520
2.87K $679M
APH
Amphenol Corp

Technology
232
+ 7.11%
$61.62 - $78.55 $14.3K - $18.2K
3.5K $229M
EMR
Emerson Electric CO

Industrials
317
+ 12.35%
$108.64 - $131.17 $34.4K - $41.6K
2.88K $316M
NVO
Novo Nordisk A S

Healthcare
728
+ 21.49%
$69.3 - $90.95 $50.5K - $66.2K
4.12K $286M
AMAT
Applied Materials Inc

Technology
213
+ 8.53%
$145.06 - $195.51 $30.9K - $41.6K
2.71K $393M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.26%
$497.6 - $606.74 $995 - $1.21K
762 $379M
CGUS
Capital Group Core Equity ETF
200
+ 1.2%
$33.08 - $36.62 $6.62K - $7.32K
16.9K $564M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 2.92%
$4295.4 - $5141.88 $17.2K - $20.6K
141 $650M
ADSK
Autodesk, Inc.

Technology
3
+ 0.28%
N/A
1.06K $277M
SNPS
Synopsys Inc

Technology
15
+ 1.96%
$428.58 - $551.54 $6.43K - $8.27K
782 $335M
WMT
Walmart Inc.

Consumer Defensive
131
+ 0.65%
$84.5 - $105.05 $11.1K - $13.8K
20.1K $1.77B
VUG
Vanguard Growth ETF

ETFs
3
+ 0.24%
$369.1 - $427.61 $1.11K - $1.28K
1.25K $464M
LEN
Lennar Corp

Consumer Cyclical
71
+ 1.77%
$113.93 - $141.54 $8.09K - $10K
4.09K $470M
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.23%
$953.54 - $1132.42 $2.86K - $3.4K
1.3K $1.29B
SAIA
Saia Inc

Industrials
19
+ 1.99%
$349.29 - $508.47 $6.64K - $9.66K
975 $341M
Activity Summary
Buys All Purchases 104 New Holdings 14 Increased Positions 90 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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