Everpar Advisors LLC Reduced Holdings in Q1 2025

Everpar Advisors LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FICO
Fair Isaac Corp

Technology
-17
- 6.51%
$1695.35 - $2030.47 $28.8K - $34.5K
244 $450M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-121
- 7.79%
$165.25 - $224.62 $20K - $27.2K
1.43K $238M
MLM
Martin Marietta Materials Inc

Basic Materials
-69
- 8.05%
$460.39 - $552.64 $31.8K - $38.1K
788 $377M
EFX
Equifax Inc

Industrials
-177
- 9.49%
$235.63 - $278.34 $41.7K - $49.3K
1.69K $411M
DHR
Danaher Corp

Healthcare
-79
- 4.15%
$201.62 - $250.59 $15.9K - $19.8K
1.83K $374M
IQV
Iqvia Holdings Inc.

Healthcare
-173
- 11.42%
$176.3 - $209.96 $30.5K - $36.3K
1.34K $237M
BA
Boeing CO

Industrials
-180
- 3.94%
$148.15 - $186.25 $26.7K - $33.5K
4.39K $749M
ITW
Illinois Tool Works Inc

Industrials
-179
- 6.52%
$244.9 - $274.48 $43.8K - $49.1K
2.57K $637M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-34
- 7.08%
$634.14 - $744.83 $21.6K - $25.3K
446 $283M
EXPO
Exponent Inc

Industrials
-423
- 14.58%
$78.9 - $93.95 $33.4K - $39.7K
2.48K $201M
CHH
Choice Hotels International Inc

Consumer Cyclical
-251
- 9.67%
$127.89 - $155.97 $32.1K - $39.1K
2.34K $311M
ADP
Automatic Data Processing Inc

Industrials
-266
- 13.51%
$286.85 - $318.64 $76.3K - $84.8K
1.7K $520M
JKHY
Henry Jack & Associates Inc

Technology
-440
- 12.95%
$166.47 - $191.28 $73.2K - $84.2K
2.96K $540M
HUBS
Hubspot Inc

Technology
-13
- 3.39%
$571.29 - $819.71 $7.43K - $10.7K
370 $211M
MS
Morgan Stanley

Financial Services
-240
- 7.93%
$111.68 - $141.08 $26.8K - $33.9K
2.79K $325M
ANSS
Ansys Inc

Technology
-78
- 5.41%
$316.56 - $360.36 $24.7K - $28.1K
1.36K $431M
POOL
Pool Corp

Industrials
-43
- 2.42%
$314.92 - $364.31 $13.5K - $15.7K
1.74K $552M
Labcorp Holdings Inc
-250
- 18.95%
N/A
1.07K $249M
AXP
American Express CO

Financial Services
-104
- 11.72%
$255.39 - $325.87 $26.6K - $33.9K
783 $211M
CSX
Csx Corp

Industrials
-746
- 6.92%
$29.11 - $33.67 $21.7K - $25.1K
10K $295M
NTRA
Natera, Inc.

Healthcare
-161
- 9.37%
$132.63 - $177.0 $21.4K - $28.5K
1.56K $220M
SHOP
Shopify Inc.

Technology
-122
- 3.39%
$90.59 - $129.31 $11.1K - $15.8K
3.48K $332M
TXN
Texas Instruments Inc

Technology
-160
- 5.69%
N/A
2.65K $476M
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.5K
- 5.11%
$31.3 - $34.5 $46.9K - $51.6K
27.8K $899M
SITE
Site One Landscape Supply, Inc.

Industrials
-213
- 10.97%
$120.25 - $147.7 $25.6K - $31.5K
1.73K $210M
GS
Goldman Sachs Group Inc

Financial Services
-42
- 4.86%
$524.81 - $672.19 $22K - $28.2K
823 $450M
C
Citigroup Inc

Financial Services
-673
- 11.53%
$67.23 - $84.63 $45.2K - $57K
5.16K $367M
MCHP
Microchip Technology Inc

Technology
-82
- 1.83%
$48.41 - $64.3 $3.97K - $5.27K
4.39K $213M
BR
Broadridge Financial Solutions, Inc.

Technology
-308
- 14.98%
$221.46 - $244.83 $68.2K - $75.4K
1.75K $424M
ALLE
Allegion PLC

Industrials
-300
- 12.32%
$123.79 - $135.5 $37.1K - $40.7K
2.14K $279M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.02K
- 13.63%
$17.53 - $17.87 $35.4K - $36.1K
12.8K $225M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-46
- 4.28%
$203.38 - $274.79 $9.36K - $12.6K
1.03K $211M
FDS
Factset Research Systems Inc

Financial Services
-47
- 8.64%
$427.5 - $476.51 $20.1K - $22.4K
497 $226M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-84
- 3.11%
$119.87 - $145.05 $10.1K - $12.2K
2.62K $328M
MET
Metlife Inc

Financial Services
-352
- 9.13%
$77.7 - $87.0 $27.4K - $30.6K
3.51K $281M
Blackrock Inc
-11
- 3.74%
N/A
283 $268M
ZTS
Zoetis Inc.

Healthcare
-188
- 11.12%
$156.48 - $175.67 $29.4K - $33K
1.5K $247M
EOG
Eog Resources Inc

Energy
-311
- 13.47%
$120.54 - $138.05 $37.5K - $42.9K
2K $256M
ELS
Equity Lifestyle Properties Inc

Real Estate
-401
- 10.15%
$64.36 - $69.32 $25.8K - $27.8K
3.55K $237M
CMCSA
Comcast Corp

Communication Services
-442
- 5.08%
$33.19 - $38.23 $14.7K - $16.9K
8.26K $305M
MCO
Moodys Corp

Financial Services
-33
- 4.99%
$437.8 - $527.48 $14.4K - $17.4K
628 $292M
TRV
Travelers Companies, Inc.

Financial Services
-178
- 14.51%
$232.43 - $265.13 $41.4K - $47.2K
1.05K $277M
FTI
Technip Fmc PLC

Energy
-2.14K
- 11.68%
$25.3 - $32.57 $54.1K - $69.7K
16.2K $513M
AME
Ametek Inc

Industrials
-36
- 2.63%
$170.39 - $190.43 $6.13K - $6.86K
1.33K $230M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-419
- 1.81%
$20.7 - $21.15 $8.67K - $8.86K
22.8K $472M
NDSN
Nordson Corp

Industrials
-25
- 1.55%
$200.12 - $224.07 $5K - $5.6K
1.59K $320M
ECL
Ecolab Inc.

Basic Materials
-233
- 10.66%
$229.72 - $269.82 $53.5K - $62.9K
1.95K $495M
CPRT
Copart Inc

Consumer Cyclical
-177
- 3.68%
$52.3 - $59.83 $9.26K - $10.6K
4.63K $262M
XEL
Xcel Energy Inc

Utilities
-463
- 7.87%
$63.37 - $72.1 $29.3K - $33.4K
5.42K $384M
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
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