Everpar Advisors LLC Reduced Holdings in Q1 2025

Everpar Advisors LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
-107
- 5.81%
$241.94 - $272.58 $25.9K - $29.2K
1.74K $473M
BOKF
Bok Financial Corp

Financial Services
-53
- 2.32%
$98.85 - $114.26 $5.24K - $6.06K
2.23K $232M
DASH
Door Dash, Inc.

Communication Services
-177
- 11.27%
$168.37 - $213.38 $29.8K - $37.8K
1.39K $255M
COF
Capital One Financial Corp

Financial Services
-55
- 1.65%
$163.87 - $209.82 $9.01K - $11.5K
3.29K $589M
ALC
Alcon Inc

Healthcare
-477
- 12.34%
$82.73 - $96.8 $39.5K - $46.2K
3.39K $322M
LLY
Eli Lilly & CO

Healthcare
-178
- 6.64%
$725.72 - $929.72 $129K - $165K
2.5K $2.07B
WSO
Watsco Inc

Industrials
-72
- 7.08%
$463.86 - $530.75 $33.4K - $38.2K
945 $480M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-179
- 6.16%
$96.27 - $116.36 $17.2K - $20.8K
2.73K $317M
UNP
Union Pacific Corp

Industrials
-50
- 3.52%
$225.21 - $254.42 $11.3K - $12.7K
1.37K $324M
TDY
Teledyne Technologies Inc

Technology
-94
- 6.38%
$455.51 - $518.84 $42.8K - $48.8K
1.38K $687M
CB
Chubb LTD

Financial Services
-32
- 4.19%
$257.71 - $301.99 $8.25K - $9.66K
731 $221M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.08%
$890.62 - $1076.86 $5.34K - $6.46K
549 $519M
PSX
Phillips 66

Energy
-219
- 5.47%
$113.93 - $131.55 $25K - $28.8K
3.79K $467M
CSCO
Cisco Systems, Inc.

Technology
-821
- 3.32%
$58.74 - $64.87 $48.2K - $53.3K
23.9K $1.48B
CME
Cme Group Inc.

Financial Services
-177
- 9.91%
$225.82 - $266.54 $40K - $47.2K
1.61K $427M
TTWO
Take Two Interactive Software Inc

Communication Services
-70
- 5.79%
$178.61 - $217.95 $12.5K - $15.3K
1.14K $236M
BMY
Bristol Myers Squibb CO

Healthcare
-652
- 5.37%
$53.9 - $63.11 $35.1K - $41.1K
11.5K $701M
CTVA
Corteva, Inc.

Basic Materials
-867
- 7.42%
$55.94 - $66.15 $48.5K - $57.4K
10.8K $681M
YUM
Yum Brands Inc

Consumer Cyclical
-274
- 10.58%
$123.25 - $162.53 $33.8K - $44.5K
2.32K $364M
MNST
Monster Beverage Corp

Consumer Defensive
-120
- 2.75%
$46.16 - $58.58 $5.54K - $7.03K
4.24K $248M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-2.35K
- 7.76%
$11.66 - $14.98 $27.4K - $35.2K
27.9K $381M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-165
- 7.56%
$208.48 - $244.03 $34.4K - $40.3K
2.02K $492M
MCD
Mcdonalds Corp

Consumer Cyclical
-87
- 3.31%
$279.74 - $321.29 $24.3K - $28K
2.54K $793M
MA
Mastercard Inc

Financial Services
-66
- 2.03%
$504.67 - $576.31 $33.3K - $38K
3.18K $1.74B
SONY
Sony Group Corp

Technology
-2.02K
- 9.69%
$19.88 - $25.64 $40.2K - $51.9K
18.9K $479M
AWK
American Water Works Company, Inc.

Utilities
-69
- 3.3%
$121.01 - $149.31 $8.35K - $10.3K
2.02K $298M
SHW
Sherwin Williams CO

Basic Materials
-6
- 0.13%
$330.16 - $365.55 $1.98K - $2.19K
4.72K $1.65B
AZN
Astrazeneca PLC

Healthcare
-191
- 2.54%
$65.37 - $77.96 $12.5K - $14.9K
7.33K $539M
OGS
One Gas, Inc.

Utilities
-23
- 0.3%
$67.77 - $76.05 $1.56K - $1.75K
7.58K $573M
RTX
Raytheon Technologies Corp

Industrials
-586
- 7.61%
$114.1 - $135.66 $66.9K - $79.5K
7.11K $942M
MDT
Medtronic PLC

Healthcare
-140
- 2.18%
$79.84 - $94.5 $11.2K - $13.2K
6.29K $565M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-542
- 11.19%
$88.0 - $115.5 $47.7K - $62.6K
4.3K $491M
WMB
Williams Companies, Inc.

Energy
-411
- 2.74%
$54.02 - $61.09 $22.2K - $25.1K
14.6K $870M
WRB
Berkley W R Corp

Financial Services
-1.09K
- 9.12%
$56.7 - $71.27 $61.6K - $77.4K
10.8K $770M
PGR
Progressive Corp

Financial Services
-20
- 0.93%
$235.61 - $291.22 $4.71K - $5.82K
2.12K $600M
AIG
American International Group, Inc.

Financial Services
-2
- 0.03%
$70.5 - $86.94 $141 - $174
7.87K $684M
PM
Philip Morris International Inc.

Consumer Defensive
-165
- 3.66%
$117.15 - $158.79 $19.3K - $26.2K
4.34K $689M
JPM
Jpmorgan Chase & CO

Financial Services
-62
- 0.19%
$225.19 - $279.95 $14K - $17.4K
32.4K $7.94B
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