Everpar Advisors LLC Portfolio Holdings
Everpar Advisors LLC
- $198 Billion
- Q4 2024
Everpar Advisors LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.29B, Microsoft Corp with a value of $8.01B, Jpmorgan Chase & CO with a value of $7.77B, Nvidia Corp with a value of $6.79B, and Oneok Inc with a value of $5.09B.
Examining the 13F form we can see an increase of $4.99B in the current position value, from $193B to 198B.
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
$198 Billion
Technology: $45.3 Billion
Financial Services: $28.7 Billion
ETFs: $26.8 Billion
Industrials: $17.3 Billion
Consumer Cyclical: $16.1 Billion
Healthcare: $14.2 Billion
Communication Services: $12 Billion
Energy: $11.9 Billion
Other: $21.4 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 263
- Current Value $198 Billion
- Prior Value $193 Billion
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 111 stocks