Everpar Advisors LLC Reduced Holdings in Q3 2024

Everpar Advisors LLC

  • $193 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-461
- 12.69%
$253.74 - $291.56 $117K - $134K
3.17K $872M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-5.72K
- 16.08%
$9.27 - $11.62 $53K - $66.4K
29.8K $304M
DHR
Danaher Corp

Healthcare
-527
- 21.66%
$239.25 - $280.76 $126K - $148K
1.91K $530M
GLW
Corning Inc

Technology
-3.62K
- 26.54%
$37.76 - $46.2 $137K - $167K
10K $453M
UNP
Union Pacific Corp

Industrials
-431
- 28.81%
$221.78 - $256.09 $95.6K - $110K
1.07K $263M
SAIA
Saia Inc

Industrials
-63
- 5.0%
$367.6 - $509.42 $23.2K - $32.1K
1.2K $524M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.7K
- 23.65%
$17.35 - $18.22 $81.5K - $85.6K
15.2K $274M
MNST
Monster Beverage Corp

Consumer Defensive
-1.56K
- 28.49%
$45.01 - $52.47 $70.1K - $81.7K
3.91K $204M
BSY
Bentley Systems Inc

Technology
-1.73K
- 11.82%
$44.79 - $51.95 $77.4K - $89.7K
12.9K $655M
OSK
Oshkosh Corp

Industrials
-444
- 16.44%
$97.2 - $116.02 $43.2K - $51.5K
2.26K $226M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.1K
- 12.36%
$107.93 - $120.23 $119K - $132K
7.81K $918M
ECL
Ecolab Inc.

Basic Materials
-423
- 16.34%
$228.86 - $255.76 $96.8K - $108K
2.17K $553M
PCG
Pg&E Corp

Utilities
-5.95K
- 25.21%
$17.08 - $20.6 $102K - $122K
17.6K $349M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-875
- 25.57%
$97.66 - $119.74 $85.5K - $105K
2.55K $285M
RTX
Raytheon Technologies Corp

Industrials
-2.21K
- 22.04%
$99.55 - $123.34 $220K - $273K
7.82K $947M
ALC
Alcon Inc

Healthcare
-1.09K
- 22.16%
$88.07 - $100.79 $96.2K - $110K
3.84K $384M
BAC
Bank Of America Corp

Financial Services
-1.2K
- 6.56%
$36.65 - $44.13 $43.9K - $52.9K
17.1K $678M
IVW
Ishares S&P 500 Growth ETF

ETFs
-724
- 11.47%
$84.77 - $97.13 $61.4K - $70.3K
5.59K $535M
AME
Ametek Inc

Industrials
-330
- 19.43%
$152.74 - $176.01 $50.4K - $58.1K
1.37K $235M
ATO
Atmos Energy Corp

Utilities
-1.09K
- 23.16%
$114.08 - $138.75 $124K - $151K
3.61K $501M
SRE
Sempra Energy

Utilities
-1.18K
- 17.34%
$74.97 - $84.04 $88.5K - $99.2K
5.63K $471M
COF
Capital One Financial Corp

Financial Services
-596
- 15.34%
$131.42 - $153.05 $78.3K - $91.2K
3.29K $492M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-205
- 4.07%
$76.83 - $91.38 $15.8K - $18.7K
4.84K $399M
TDY
Teledyne Technologies Inc

Technology
-290
- 16.93%
$381.47 - $437.71 $111K - $127K
1.42K $623M
MCK
Mckesson Corp

Healthcare
-7
- 1.68%
$479.06 - $630.38 $3.35K - $4.41K
409 $202M
VUG
Vanguard Growth ETF

ETFs
-142
- 9.84%
$341.08 - $391.94 $48.4K - $55.7K
1.3K $499M
Labcorp Holdings Inc
-307
- 20.74%
N/A
1.17K $262M
YUM
Yum Brands Inc

Consumer Cyclical
-439
- 14.27%
$125.95 - $139.96 $55.3K - $61.4K
2.64K $368M
ICE
Intercontinental Exchange, Inc.

Financial Services
-692
- 22.44%
$136.93 - $162.81 $94.8K - $113K
2.39K $384M
FE
Firstenergy Corp

Utilities
-2.11K
- 22.17%
$38.25 - $44.54 $80.6K - $93.8K
7.4K $328M
WFC
Wells Fargo & Company

Financial Services
-207
- 2.54%
$51.58 - $60.97 $10.7K - $12.6K
7.94K $448M
RPM
Rpm International Inc

Basic Materials
-714
- 17.96%
$103.91 - $125.03 $74.2K - $89.3K
3.26K $395M
O
Realty Income Corp

Real Estate
-1.32K
- 27.75%
$52.36 - $63.42 $69.2K - $83.8K
3.44K $218M
CVS
Cvs Health Corp

Healthcare
-818
- 15.87%
$55.81 - $63.18 $45.7K - $51.7K
4.34K $273M
APH
Amphenol Corp

Technology
-362
- 10.13%
$58.39 - $70.41 $21.1K - $25.5K
3.21K $209M
ELS
Equity Lifestyle Properties Inc

Real Estate
-852
- 18.02%
$63.6 - $76.23 $54.2K - $64.9K
3.88K $276M
DAL
Delta Air Lines, Inc.

Industrials
-925
- 16.18%
$37.32 - $51.8 $34.5K - $47.9K
4.79K $243M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-156
- 14.81%
$531.86 - $624.21 $83K - $97.4K
897 $555M
SONY
Sony Group Corp

Technology
-888
- 17.69%
$81.61 - $98.65 $72.5K - $87.6K
4.13K $399M
SYY
Sysco Corp

Consumer Defensive
-618
- 17.78%
$69.16 - $78.98 $42.7K - $48.8K
2.86K $223M
ETN
Eaton Corp PLC

Industrials
-209
- 8.14%
$272.52 - $333.02 $57K - $69.6K
2.36K $782M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-128
- 7.81%
$147.95 - $191.05 $18.9K - $24.5K
1.51K $262M
SHOP
Shopify Inc.

Technology
-904
- 24.26%
$52.26 - $80.75 $47.2K - $73K
2.82K $226M
APD
Air Products & Chemicals, Inc.

Basic Materials
-187
- 20.11%
$247.34 - $300.11 $46.3K - $56.1K
743 $221M
EMR
Emerson Electric CO

Industrials
-116
- 4.4%
$98.19 - $118.87 $11.4K - $13.8K
2.52K $276M
TT
Trane Technologies PLC

Industrials
-251
- 18.11%
$314.21 - $388.71 $78.9K - $97.6K
1.14K $441M
PGR
Progressive Corp

Financial Services
-593
- 20.06%
$209.46 - $259.24 $124K - $154K
2.36K $600M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-12
- 8.05%
$3305.62 - $4268.05 $39.7K - $51.2K
137 $577M
MDT
Medtronic PLC

Healthcare
-1.05K
- 14.53%
$76.84 - $91.03 $81K - $95.9K
6.2K $558M
Activity Summary
Buys All Purchases 77 New Holdings 20 Increased Positions 57 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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