Everpar Advisors LLC Incresed Positions in Q3 2025

Everpar Advisors LLC

  • $253 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
545
+ 34.06%
$134.8 - $184.42 $73.5K - $101K
2.15K $347M
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.3%
$303.93 - $329.86 $4.26K - $4.62K
4.68K $1.54B
LMT
Lockheed Martin Corp

Industrials
190
+ 33.93%
$410.74 - $499.21 $78K - $94.8K
750 $374M
OKE
Oneok Inc

Energy
7.42K
+ 14.78%
$71.36 - $83.47 $529K - $619K
57.6K $4.2B
ALLE
Allegion PLC

Industrials
9
+ 0.3%
$145.55 - $179.33 $1.31K - $1.61K
3.02K $535M
GD
General Dynamics Corp

Industrials
18
+ 0.96%
$293.92 - $341.0 $5.29K - $6.14K
1.89K $644M
BA
Boeing CO

Industrials
339
+ 8.46%
$209.79 - $237.38 $71.1K - $80.5K
4.35K $938M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
656
+ 5.36%
$54.35 - $59.32 $35.7K - $38.9K
12.9K $764M
APH
Amphenol Corp

Technology
37
+ 1.01%
$97.39 - $125.4 $3.6K - $4.64K
3.72K $460M
PSX
Phillips 66

Energy
11
+ 0.21%
$118.37 - $139.46 $1.3K - $1.53K
5.36K $729M
BAC
Bank Of America Corp

Financial Services
285
+ 1.66%
$44.92 - $52.42 $12.8K - $14.9K
17.5K $902M
PNC
Pnc Financial Services Group, Inc.

Financial Services
160
+ 4.39%
$185.88 - $207.44 $29.7K - $33.2K
3.8K $764M
VUG
Vanguard Growth ETF

ETFs
33
+ 1.99%
$433.97 - $484.08 $14.3K - $16K
1.69K $812M
AMAT
Applied Materials Inc

Technology
51
+ 1.54%
$156.25 - $204.95 $7.97K - $10.5K
3.36K $688M
IGM
Ishares Expanded Tech Sector E

ETFs
177
+ 4.13%
$110.96 - $127.67 $19.6K - $22.6K
4.46K $562M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
814
+ 34.68%
$92.18 - $95.14 $75K - $77.4K
3.16K $301M
GLD
Spdr Gold Trust

ETFs
122
+ 17.18%
$300.96 - $355.47 $36.7K - $43.4K
832 $296M
T
At&T Inc.

Communication Services
3.13K
+ 19.08%
$26.94 - $29.62 $84.2K - $92.6K
19.5K $551M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 0.28%
$224.68 - $282.71 $899 - $1.13K
1.42K $395M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
100
+ 19.34%
$534.91 - $598.71 $53.5K - $59.9K
617 $347M
MCD
Mcdonalds Corp

Consumer Cyclical
147
+ 5.76%
$291.67 - $316.99 $42.9K - $46.6K
2.7K $821M
DUK
Duke Energy Corp

Utilities
496
+ 23.56%
$116.31 - $125.93 $57.7K - $62.5K
2.6K $322M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 1.2%
$696.56 - $806.32 $6.27K - $7.26K
756 $602M
Te Connectivity PLC
36
+ 2.85%
N/A
1.3K $285M
LEN
Lennar Corp

Consumer Cyclical
68
+ 1.69%
$107.73 - $142.4 $7.33K - $9.68K
4.09K $516M
MDT
Medtronic PLC

Healthcare
67
+ 1.05%
$87.67 - $95.74 $5.87K - $6.41K
6.44K $613M
Blackrock Inc
17
+ 5.45%
N/A
329 $384M
UNP
Union Pacific Corp

Industrials
186
+ 12.78%
$214.91 - $237.16 $40K - $44.1K
1.64K $388M
NOC
Northrop Grumman Corp

Industrials
8
+ 1.87%
$498.9 - $609.32 $3.99K - $4.87K
435 $265M
CGUS
Capital Group Core Equity ETF
150
+ 0.89%
$36.89 - $39.72 $5.53K - $5.96K
17K $672M
MO
Altria Group, Inc.

Consumer Defensive
107
+ 1.87%
$57.75 - $67.68 $6.18K - $7.24K
5.82K $384M
GILD
Gilead Sciences, Inc.

Healthcare
441
+ 14.64%
$108.22 - $120.47 $47.7K - $53.1K
3.45K $383M
NEE
Nextera Energy Inc

Utilities
223
+ 4.36%
$69.77 - $77.54 $15.6K - $17.3K
5.34K $403M
STZ
Constellation Brands, Inc.

Consumer Defensive
682
+ 42.18%
$131.78 - $176.09 $89.9K - $120K
2.3K $310M
IFRA
Ishares Tr

ETFs
322
+ 4.1%
$49.77 - $52.82 $16K - $17K
8.18K $432M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
65
+ 3.68%
$236.25 - $257.69 $15.4K - $16.7K
1.83K $469M
ITW
Illinois Tool Works Inc

Industrials
42
+ 1.66%
$252.31 - $269.41 $10.6K - $11.3K
2.57K $671M
ETN
Eaton Corp PLC

Industrials
22
+ 1.06%
$342.99 - $392.76 $7.55K - $8.64K
2.11K $788M
CSCO
Cisco Systems, Inc.

Technology
960
+ 4.06%
$66.2 - $71.79 $63.6K - $68.9K
24.6K $1.68B
IBM
International Business Machines Corp

Technology
221
+ 12.66%
$234.77 - $292.47 $51.9K - $64.6K
1.97K $555M
O
Realty Income Corp

Real Estate
445
+ 12.52%
$56.13 - $60.79 $25K - $27.1K
4K $243M
AXP
American Express CO

Financial Services
68
+ 7.41%
$294.27 - $342.31 $20K - $23.3K
986 $328M
YUM
Yum Brands Inc

Consumer Cyclical
152
+ 6.41%
$139.5 - $153.94 $21.2K - $23.4K
2.52K $384M
CB
Chubb LTD

Financial Services
139
+ 13.59%
$265.99 - $289.59 $37K - $40.3K
1.16K $328M
TRV
Travelers Companies, Inc.

Financial Services
60
+ 5.42%
$250.62 - $279.43 $15K - $16.8K
1.17K $326M
MA
Mastercard Inc

Financial Services
6
+ 0.2%
$550.18 - $598.96 $3.3K - $3.59K
3.05K $1.74B
Linde PLC
38
+ 5.78%
N/A
695 $330M
SCHW
Schwab Charles Corp

Financial Services
75
+ 2.29%
$91.03 - $98.69 $6.83K - $7.4K
3.34K $319M
SNPS
Synopsys Inc

Technology
67
+ 8.21%
$387.78 - $645.35 $26K - $43.2K
883 $436M
Activity Summary
Buys All Purchases 140 New Holdings 24 Increased Positions 116 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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