Everpar Advisors LLC Purchases in Q4 2024

Everpar Advisors LLC

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
271
+ 6.06%
$49.06 - $57.74 $13.3K - $15.6K
4.75K $248M
APH
Amphenol Corp

Technology
54
+ 1.68%
$62.07 - $75.35 $3.35K - $4.07K
3.26K $227M
PH
Parker Hannifin Corp

Industrials
17
+ 1.29%
$621.74 - $709.46 $10.6K - $12.1K
1.34K $852M
PM
Philip Morris International Inc.

Consumer Defensive
172
+ 3.97%
$118.38 - $133.06 $20.4K - $22.9K
4.5K $542M
SYK
Stryker Corp

Healthcare
46
+ 7.02%
$345.14 - $392.15 $15.9K - $18K
701 $252M
RPM
Rpm International Inc

Basic Materials
65
+ 1.99%
$120.09 - $140.26 $7.81K - $9.12K
3.33K $409M
FDS
Factset Research Systems Inc

Financial Services
6
+ 1.12%
$449.69 - $495.72 $2.7K - $2.97K
544 $261M
ABT
Abbott Laboratories

Healthcare
134
+ 4.75%
$111.93 - $119.39 $15K - $16K
2.96K $334M
CTVA
Corteva, Inc.

Basic Materials
570
+ 5.13%
$55.21 - $64.13 $31.5K - $36.6K
11.7K $665M
AME
Ametek Inc

Industrials
2
+ 0.15%
$165.89 - $197.38 $332 - $395
1.37K $247M
BOKF
Bok Financial Corp

Financial Services
54
+ 2.42%
$101.23 - $119.67 $5.47K - $6.46K
2.29K $243M
VO
Vanguard Mid Cap ETF

ETFs
25
+ 3.0%
$261.5 - $284.63 $6.54K - $7.12K
859 $227M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8
+ 0.79%
$201.32 - $217.44 $1.61K - $1.74K
1.02K $210M
MMM
3 M CO

Industrials
146
+ 7.96%
$124.74 - $137.12 $18.2K - $20K
1.98K $256M
IVE
Ishares S&P 500 Value ETF

ETFs
76
+ 4.89%
$189.5 - $206.17 $14.4K - $15.7K
1.63K $311M
HD
Home Depot, Inc.

Consumer Cyclical
111
+ 4.55%
$385.02 - $431.37 $42.7K - $47.9K
2.55K $992M
ETN
Eaton Corp PLC

Industrials
7
+ 0.3%
$326.96 - $377.52 $2.29K - $2.64K
2.37K $786M
NKE
Nike, Inc.

Consumer Cyclical
413
+ 18.08%
$73.36 - $89.13 $30.3K - $36.8K
2.7K $204M
AEP
American Electric Power CO Inc

Utilities
1.18K
+ 11.35%
$90.91 - $102.21 $107K - $121K
11.6K $1.07B
ZTS
Zoetis Inc.

Healthcare
280
+ 19.84%
$162.24 - $194.42 $45.4K - $54.4K
1.69K $276M
GE
General Electric CO

Industrials
145
+ 12.8%
$159.95 - $194.23 $23.2K - $28.2K
1.28K $213M
MET
Metlife Inc

Financial Services
20
+ 0.52%
$78.15 - $88.25 $1.56K - $1.77K
3.86K $316M
CB
Chubb LTD

Financial Services
28
+ 3.81%
$271.57 - $301.89 $7.6K - $8.45K
763 $211M
APD
Air Products & Chemicals, Inc.

Basic Materials
9
+ 1.21%
$285.5 - $335.62 $2.57K - $3.02K
752 $218M
ITW
Illinois Tool Works Inc

Industrials
71
+ 2.65%
$253.56 - $278.5 $18K - $19.8K
2.75K $697M
ELS
Equity Lifestyle Properties Inc

Real Estate
76
+ 1.96%
$66.06 - $72.51 $5.02K - $5.51K
3.95K $263M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
18
+ 0.83%
$209.89 - $233.24 $3.78K - $4.2K
2.18K $464M
PG
Procter & Gamble CO

Consumer Defensive
31
+ 0.48%
$161.05 - $179.7 $4.99K - $5.57K
6.52K $1.09B
OGS
One Gas, Inc.

Utilities
49
+ 0.65%
$66.96 - $78.69 $3.28K - $3.86K
7.6K $527M
ECL
Ecolab Inc.

Basic Materials
20
+ 0.92%
$234.32 - $261.43 $4.69K - $5.23K
2.19K $512M
ORCL
Oracle Corp

Technology
11
+ 0.09%
$165.41 - $192.43 $1.82K - $2.12K
11.7K $1.95B
MDT
Medtronic PLC

Healthcare
228
+ 3.68%
$79.61 - $92.24 $18.2K - $21K
6.43K $513M
AES
Aes Corp

Utilities
4.35K
+ 29.11%
$12.44 - $20.24 $54.1K - $88K
19.3K $248M
TXN
Texas Instruments Inc

Technology
6
+ 0.21%
N/A
2.81K $527M
ALC
Alcon Inc

Healthcare
31
+ 0.81%
$83.87 - $99.15 $2.6K - $3.07K
3.87K $328M
PSX
Phillips 66

Energy
96
+ 2.46%
$110.35 - $138.93 $10.6K - $13.3K
4.01K $456M
NEE
Nextera Energy Inc

Utilities
165
+ 2.97%
$69.77 - $85.43 $11.5K - $14.1K
5.73K $411M
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.25%
$244.52 - $284.07 $2.2K - $2.56K
3.65K $901M
AZN
Astrazeneca PLC

Healthcare
69
+ 0.93%
$63.2 - $79.58 $4.36K - $5.49K
7.52K $493M
TSN
Tyson Foods, Inc.

Consumer Defensive
240
+ 0.38%
$57.14 - $64.54 $13.7K - $15.5K
63.1K $3.63B
MSFT
Microsoft Corp

Technology
7
+ 0.04%
$406.35 - $454.46 $2.84K - $3.18K
19K $8.01B
SHW
Sherwin Williams CO

Basic Materials
26
+ 0.55%
$338.75 - $399.71 $8.81K - $10.4K
4.73K $1.61B
LEN
Lennar Corp

Consumer Cyclical
70
+ 1.77%
$136.2 - $188.96 $9.53K - $13.2K
4.02K $548M
LLY
Eli Lilly & CO

Healthcare
17
+ 0.64%
$727.2 - $932.06 $12.4K - $15.8K
2.68K $2.07B
Activity Summary
Buys All Purchases 145 New Holdings 28 Increased Positions 117 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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