Everpar Advisors LLC Portfolio Holdings

Everpar Advisors LLC

  • $220 Billion
  • Q2 2025

Everpar Advisors LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.2B, Jpmorgan Chase & CO with a value of $9.52B, Ishares Core S&P 500 ETF with a value of $9.2B, Nvidia Corp with a value of $8.58B, and Apple Inc. with a value of $6.89B.

Examining the 13F form we can see an increase of $31.7B in the current position value, from $188B to 220B.

Everpar Advisors LLC is based out at Tulsa, OK

Below you can find more details about Everpar Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $220 Billion
Technology: $49.6 Billion
ETFs: $40 Billion
Financial Services: $30.9 Billion
Industrials: $16.8 Billion
Consumer Cyclical: $15.8 Billion
Communication Services: $14.5 Billion
Healthcare: $14.3 Billion
Consumer Defensive: $12.2 Billion
Other: $21.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.2 Billion 4.18% of portfolio
14,810
Q2 2025 Added 38.46%
$0
$4.32 Billion 1.96% of portfolio
106,172
Q2 2025 Added 24.65%
$0
$3.88 Billion 1.76% of portfolio
98,333
Q2 2025 Added 23.67%
$0
$3.23 Billion 1.47% of portfolio
52,133
Q2 2025 Added 24.82%
$0
$2.12 Billion 0.96% of portfolio
11,579
Q2 2025 Added 35.68%
$0
$1.94 Billion 0.88% of portfolio
3,141
Q2 2025 Added 6.73%
$0
$1.42 Billion 0.64% of portfolio
4,664
Q2 2025 Added 9.72%
$0
$1.21 Billion 0.55% of portfolio
27,933
Q2 2025 Added 36.86%
$0
$992 Million 0.45% of portfolio
9,009
Q2 2025 Added 31.71%
$0
$728 Million 0.33% of portfolio
1,661
Q2 2025 Added 32.67%
$0
$699 Million 0.32% of portfolio
2,450
Q2 2024 Added 32.43%
$0
$667 Million 0.3% of portfolio
12,246
Q2 2025 Added 34.07%
$0
$671 Million 0.3% of portfolio
3,796
Q2 2025 Reduced 4.96%
$0
$622 Million 0.28% of portfolio
16,856
Q2 2025 Reduced 0.18%
$0
$579 Million 0.26% of portfolio
3,342
Q2 2025 Added 41.91%
$0
$544 Million 0.25% of portfolio
27,672
Q2 2025 Added 67.66%
$0
$547 Million 0.25% of portfolio
26,694
Q2 2025 Added 67.06%
$0
$548 Million 0.25% of portfolio
29,295
Q2 2025 Added 68.15%
$0
$556 Million 0.25% of portfolio
33,154
Q2 2025 Added 67.61%
$0
$520 Million 0.24% of portfolio
25,122
Q2 2025 Added 68.98%
$0
$503 Million 0.23% of portfolio
30,425
Q2 2025 Added 78.59%
$0
$481 Million 0.22% of portfolio
23,006
Q2 2025 Added 0.96%
$0
$481 Million 0.22% of portfolio
4,285
Q2 2025 Added 27.61%
$0
$446 Million 0.2% of portfolio
673
Q2 2025 Added 5.65%
$0
$437 Million 0.2% of portfolio
2,237
Q2 2025 Added 15.97%
$0
$424 Million 0.19% of portfolio
1,765
Q2 2025 Added 30.16%
$0
$387 Million 0.18% of portfolio
7,859
Q2 2025 Added 34.85%
$0
$306 Million 0.14% of portfolio
2,609
Q2 2025 Added 40.65%
$18B
$302 Million 0.14% of portfolio
9,200
Q4 2023 New
$0
$266 Million 0.12% of portfolio
4,158
Q2 2025 New
$0
$258 Million 0.12% of portfolio
10,551
Q4 2023 New
$0
$245 Million 0.11% of portfolio
3,333
Q2 2025 New
$0
$240 Million 0.11% of portfolio
859
Q4 2024 Added 3.0%
$0
$233 Million 0.11% of portfolio
13,090
Q2 2025 Added 2.26%
$0
$220 Million 0.1% of portfolio
2,347
Q2 2025 New
$107B
$216 Million 0.1% of portfolio
710
Q1 2025 New
$0
$200 Million 0.09% of portfolio
1,994
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $220 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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