Everpar Advisors LLC Purchases in Q2 2025

Everpar Advisors LLC

  • $220 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.2K
+ 67.66%
$19.49 - $19.66 $218K - $220K
27.7K $544M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.35K
New
$85.42 - $94.39 $200K - $222K
2.35K $220M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.2K
+ 68.07%
$19.44 - $19.56 $218K - $219K
27.7K $541M
ETN
Eaton Corp PLC

Industrials
151
+ 7.82%
$246.52 - $356.99 $37.2K - $53.9K
2.08K $744M
KMI
Kinder Morgan, Inc.

Energy
7.33K
New
$25.21 - $29.4 $185K - $216K
7.33K $216M
Te Connectivity PLC
1.26K
New
N/A
1.26K $213M
AMAT
Applied Materials Inc

Technology
599
+ 22.11%
$126.95 - $183.52 $76K - $110K
3.31K $606M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
10.3K
+ 68.98%
$20.66 - $20.74 $212K - $213K
25.1K $520M
OSK
Oshkosh Corp

Industrials
1.83K
New
$79.17 - $113.62 $145K - $208K
1.83K $208M
O
Realty Income Corp

Real Estate
3.55K
New
$52.27 - $58.52 $186K - $208K
3.55K $205M
DE
Deere & CO

Industrials
331
+ 66.87%
$412.99 - $531.48 $137K - $176K
826 $420M
IGM
Ishares Expanded Tech Sector E

ETFs
927
+ 27.61%
$79.8 - $112.34 $74K - $104K
4.29K $481M
COF
Capital One Financial Corp

Financial Services
287
+ 8.74%
$150.57 - $212.76 $43.2K - $61.1K
3.57K $760M
PSX
Phillips 66

Energy
1.56K
+ 41.2%
$92.87 - $125.73 $145K - $196K
5.35K $638M
GE
General Electric CO

Industrials
232
+ 12.43%
$166.81 - $257.39 $38.7K - $59.7K
2.1K $540M
BAC
Bank Of America Corp

Financial Services
1.58K
+ 10.14%
$34.39 - $47.46 $54.5K - $75.2K
17.2K $814M
CAT
Caterpillar Inc

Industrials
204
+ 14.68%
$273.94 - $388.21 $55.9K - $79.2K
1.59K $619M
WFC
Wells Fargo & Company

Financial Services
1.2K
+ 16.43%
$60.98 - $80.12 $72.9K - $95.7K
8.47K $678M
ALLE
Allegion PLC

Industrials
873
+ 40.89%
$118.52 - $145.64 $103K - $127K
3.01K $434M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
409
+ 30.16%
$180.84 - $240.32 $74K - $98.3K
1.77K $424M
DIS
Walt Disney CO

Communication Services
161
+ 3.22%
$81.72 - $124.01 $13.2K - $20K
5.16K $640M
APH
Amphenol Corp

Technology
185
+ 5.29%
$59.09 - $98.75 $10.9K - $18.3K
3.68K $363M
TT
Trane Technologies PLC

Industrials
115
+ 14.74%
$315.21 - $437.41 $36.2K - $50.3K
895 $391M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
51
+ 4.96%
$177.93 - $313.14 $9.07K - $16K
1.08K $338M
PWR
Quanta Services, Inc.

Industrials
22
+ 2.31%
$239.47 - $381.26 $5.27K - $8.39K
974 $368M
IFRA
Ishares Tr

ETFs
2.03K
+ 34.85%
$40.97 - $49.19 $83.2K - $99.9K
7.86K $387M
COST
Costco Wholesale Corp

Consumer Defensive
97
+ 17.67%
$908.13 - $1056.85 $88.1K - $103K
646 $640M
MCHP
Microchip Technology Inc

Technology
286
+ 6.51%
$35.34 - $71.6 $10.1K - $20.5K
4.68K $329M
ACN
Accenture PLC

Technology
426
+ 38.04%
$279.23 - $323.21 $119K - $138K
1.55K $462M
ICE
Intercontinental Exchange, Inc.

Financial Services
507
+ 30.73%
$151.62 - $183.47 $76.9K - $93K
2.16K $396M
HD
Home Depot, Inc.

Consumer Cyclical
276
+ 11.88%
$335.24 - $380.78 $92.5K - $105K
2.6K $953M
V
Visa Inc.

Financial Services
241
+ 6.97%
$308.27 - $373.31 $74.3K - $90K
3.7K $1.31B
VGT
Vanguard Information Technolog

ETFs
36
+ 5.65%
$470.37 - $663.28 $16.9K - $23.9K
673 $446M
C
Citigroup Inc

Financial Services
285
+ 5.52%
$58.13 - $85.12 $16.6K - $24.3K
5.45K $464M
DASH
Door Dash, Inc.

Communication Services
34
+ 2.44%
$163.16 - $246.51 $5.55K - $8.38K
1.43K $352M
MPC
Marathon Petroleum Corp

Energy
345
+ 18.85%
$118.55 - $170.08 $40.9K - $58.7K
2.18K $361M
NSC
Norfolk Southern Corp

Industrials
149
+ 5.2%
$206.34 - $257.46 $30.7K - $38.4K
3.02K $772M
IBM
International Business Machines Corp

Technology
30
+ 1.75%
$221.03 - $294.78 $6.63K - $8.84K
1.75K $515M
MS
Morgan Stanley

Financial Services
135
+ 4.84%
$99.83 - $140.86 $13.5K - $19K
2.92K $412M
SPOT
Spotify Technology S.A.

Communication Services
9
+ 2.47%
$503.3 - $775.9 $4.53K - $6.98K
374 $287M
IBKR
Interactive Brokers Group, Inc.

Financial Services
10.9K
+ 231.87%
$50.53 - $212.53 $550K - $2.31M
15.6K $864M
SNPS
Synopsys Inc

Technology
34
+ 4.35%
$380.9 - $517.66 $13K - $17.6K
816 $418M
AXP
American Express CO

Financial Services
135
+ 17.24%
$231.39 - $318.98 $31.2K - $43.1K
918 $293M
HDV
Ishares Core High Dividend ETF

ETFs
754
+ 40.65%
$108.41 - $120.51 $81.7K - $90.9K
2.61K $306M
CB
Chubb LTD

Financial Services
292
+ 39.95%
$274.32 - $302.46 $80.1K - $88.3K
1.02K $296M
MLM
Martin Marietta Materials Inc

Basic Materials
33
+ 4.19%
$452.51 - $568.19 $14.9K - $18.8K
821 $451M
GWW
W.W. Grainger, Inc.

Industrials
5
+ 0.38%
$919.93 - $1101.66 $4.6K - $5.51K
1.31K $1.36B
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 2.01%
$451.58 - $565.94 $11.3K - $14.1K
1.27K $689M
ABT
Abbott Laboratories

Healthcare
437
+ 10.96%
$123.95 - $138.08 $54.2K - $60.3K
4.42K $602M
Activity Summary
Buys All Purchases 160 New Holdings 24 Increased Positions 136 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Everpar Advisors LLC Portfolio

Follow Everpar Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everpar Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Everpar Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email