Everpar Advisors LLC Reduced Holdings in Q3 2024

Everpar Advisors LLC

  • $193 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Linde PLC
-80
- 11.8%
N/A
598 $285M
AZN
Astrazeneca PLC

Healthcare
-137
- 1.8%
$76.67 - $87.62 $10.5K - $12K
7.46K $581M
CPRT
Copart Inc

Consumer Cyclical
-41
- 0.88%
$49.19 - $55.54 $2.02K - $2.28K
4.61K $242M
CB
Chubb LTD

Financial Services
-129
- 14.93%
$252.51 - $292.2 $32.6K - $37.7K
735 $212M
CSX
Csx Corp

Industrials
-619
- 4.96%
$32.48 - $35.45 $20.1K - $21.9K
11.9K $410M
JKHY
Henry Jack & Associates Inc

Technology
-261
- 7.02%
$160.87 - $177.06 $42K - $46.2K
3.46K $610M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-101
- 7.5%
$138.82 - $162.76 $14K - $16.4K
1.25K $203M
PANW
Palo Alto Networks Inc

Technology
-25
- 1.42%
$294.18 - $368.01 $7.35K - $9.2K
1.73K $592M
PEP
Pepsico Inc

Consumer Defensive
-137
- 3.45%
$161.9 - $179.3 $22.2K - $24.6K
3.84K $652M
LEN
Lennar Corp

Consumer Cyclical
-1.01K
- 20.3%
$142.5 - $192.45 $143K - $194K
3.95K $741M
CRM
Salesforce, Inc.

Technology
-119
- 6.36%
$238.42 - $276.53 $28.4K - $32.9K
1.75K $480M
NEE
Nextera Energy Inc

Utilities
-1.1K
- 16.49%
$69.9 - $84.97 $76.8K - $93.4K
5.56K $470M
WSO
Watsco Inc

Industrials
-66
- 6.01%
$448.73 - $519.89 $29.6K - $34.3K
1.03K $508M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-815
- 15.9%
$156.14 - $187.2 $127K - $153K
4.31K $797M
NTRA
Natera, Inc.

Healthcare
-290
- 14.05%
$97.75 - $129.67 $28.3K - $37.6K
1.77K $225M
CMCSA
Comcast Corp

Communication Services
-561
- 5.82%
$37.33 - $41.78 $20.9K - $23.4K
9.08K $379M
BR
Broadridge Financial Solutions, Inc.

Technology
-179
- 8.01%
$196.56 - $218.55 $35.2K - $39.1K
2.06K $442M
DHI
Horton D R Inc

Consumer Cyclical
-418
- 25.04%
$135.21 - $197.06 $56.5K - $82.4K
1.25K $239M
AXP
American Express CO

Financial Services
-154
- 13.43%
$225.92 - $271.17 $34.8K - $41.8K
993 $269M
VO
Vanguard Mid Cap ETF

ETFs
-54
- 6.08%
$237.84 - $263.83 $12.8K - $14.2K
834 $220M
PM
Philip Morris International Inc.

Consumer Defensive
-796
- 15.52%
$101.25 - $127.45 $80.6K - $101K
4.33K $526M
IR
Ingersoll Rand Inc.

Industrials
-122
- 4.39%
$86.9 - $100.4 $10.6K - $12.2K
2.66K $261M
FCX
Freeport Mcmoran Inc

Basic Materials
-7
- 0.1%
$39.52 - $51.92 $277 - $363
6.68K $333M
SYK
Stryker Corp

Healthcare
-11
- 1.65%
$315.94 - $371.96 $3.48K - $4.09K
655 $237M
CGUS
Capital Group Core Equity ETF
-720
- 4.2%
$31.19 - $34.33 $22.5K - $24.7K
16.4K $563M
CHE
Chemed Corp

Healthcare
-38
- 6.55%
$527.82 - $600.97 $20.1K - $22.8K
542 $326M
ZTS
Zoetis Inc.

Healthcare
-114
- 7.48%
$172.58 - $196.48 $19.7K - $22.4K
1.41K $276M
TTD
Trade Desk, Inc.

Technology
-185
- 6.5%
$83.08 - $110.79 $15.4K - $20.5K
2.66K $292M
LMT
Lockheed Martin Corp

Industrials
-162
- 17.33%
$460.3 - $584.56 $74.6K - $94.7K
773 $452M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-39
- 1.77%
$210.25 - $231.86 $8.2K - $9.04K
2.17K $483M
GOLD
Barrick Gold Corp

Basic Materials
-970
- 8.02%
$16.56 - $21.01 $16.1K - $20.4K
11.1K $221M
EXPO
Exponent Inc

Industrials
-388
- 11.67%
$93.45 - $115.28 $36.3K - $44.7K
2.94K $338M
MO
Altria Group, Inc.

Consumer Defensive
-37
- 0.82%
$45.95 - $54.71 $1.7K - $2.02K
4.47K $228M
TRV
Travelers Companies, Inc.

Financial Services
-54
- 4.5%
$201.87 - $242.35 $10.9K - $13.1K
1.15K $269M
XEL
Xcel Energy Inc

Utilities
-725
- 11.47%
$52.11 - $65.3 $37.8K - $47.3K
5.59K $365M
BOKF
Bok Financial Corp

Financial Services
-3
- 0.13%
$87.91 - $107.34 $264 - $322
2.23K $233M
HD
Home Depot, Inc.

Consumer Cyclical
-345
- 12.39%
$333.64 - $405.2 $115K - $140K
2.44K $988M
NDSN
Nordson Corp

Industrials
-121
- 5.99%
$225.0 - $262.63 $27.2K - $31.8K
1.9K $499M
KO
Coca Cola CO

Consumer Defensive
-1.69K
- 9.07%
$62.69 - $73.01 $106K - $124K
17K $1.22B
LII
Lennox International Inc

Industrials
-145
- 8.43%
$523.72 - $620.83 $75.9K - $90K
1.58K $952M
ALLE
Allegion PLC

Industrials
-313
- 11.13%
$114.67 - $145.7 $35.9K - $45.6K
2.5K $364M
ITW
Illinois Tool Works Inc

Industrials
-148
- 5.24%
$233.14 - $263.97 $34.5K - $39.1K
2.68K $701M
PWR
Quanta Services, Inc.

Industrials
-77
- 6.1%
$239.58 - $298.23 $18.4K - $23K
1.19K $353M
MET
Metlife Inc

Financial Services
-201
- 4.98%
$67.96 - $82.48 $13.7K - $16.6K
3.84K $316M
UNH
Unitedhealth Group Inc

Healthcare
-121
- 8.41%
$488.01 - $604.18 $59K - $73.1K
1.32K $770M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-547
- 12.58%
$57.22 - $80.08 $31.3K - $43.8K
3.8K $297M
CARR
Carrier Global Corp

Industrials
-165
- 4.97%
$61.9 - $80.88 $10.2K - $13.3K
3.15K $254M
VTV
Vanguard Value ETF

ETFs
-114
- 2.5%
$159.75 - $174.57 $18.2K - $19.9K
4.45K $777M
EFX
Equifax Inc

Industrials
-201
- 9.71%
$236.42 - $307.13 $47.5K - $61.7K
1.87K $550M
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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