Everpar Advisors LLC Portfolio Holdings

Everpar Advisors LLC

  • $253 Billion
  • Q3 2025

Everpar Advisors LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $253 Billion distributed in 276 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.4B, Microsoft Corp with a value of $11.2B, Nvidia Corp with a value of $11.1B, Jpmorgan Chase & CO with a value of $10.4B, and Apple Inc. with a value of $9.64B.

Examining the 13F form we can see an increase of $32.8B in the current position value, from $220B to 253B.

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 $253 Billion
Technology: $58.5 Billion
ETFs: $53.2 Billion
Financial Services: $32.1 Billion
Industrials: $18.6 Billion
Consumer Cyclical: $17.6 Billion
Communication Services: $16.2 Billion
Healthcare: $15.6 Billion
Energy: $12.5 Billion
Other: $22.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Billion 4.9% of portfolio
18,529
Q3 2025 Added 25.11%
$0
$5.33 Billion 2.11% of portfolio
121,291
Q3 2025 Added 14.24%
$0
$4.83 Billion 1.91% of portfolio
114,823
Q3 2025 Added 16.77%
$0
$3.94 Billion 1.56% of portfolio
60,428
Q3 2025 Added 15.91%
$0
$2.77 Billion 1.09% of portfolio
14,226
Q3 2025 Added 22.86%
$0
$2.18 Billion 0.86% of portfolio
3,276
Q3 2025 Added 4.3%
$0
$1.55 Billion 0.61% of portfolio
34,683
Q3 2025 Added 24.16%
$0
$1.54 Billion 0.61% of portfolio
4,678
Q3 2025 Added 0.3%
$0
$1.24 Billion 0.49% of portfolio
73,167
Q3 2025 Added 120.69%
$0
$1.21 Billion 0.48% of portfolio
61,811
Q3 2025 Added 123.13%
$0
$1.21 Billion 0.48% of portfolio
61,502
Q3 2025 Added 122.25%
$0
$1.22 Billion 0.48% of portfolio
59,100
Q3 2025 Added 121.4%
$0
$1.22 Billion 0.48% of portfolio
64,688
Q3 2025 Added 120.82%
$0
$1.15 Billion 0.46% of portfolio
55,664
Q3 2025 Added 121.57%
$0
$1.14 Billion 0.45% of portfolio
68,571
Q3 2025 Added 125.38%
$0
$1.12 Billion 0.44% of portfolio
9,304
Q3 2025 Added 3.27%
$0
$812 Million 0.32% of portfolio
1,694
Q3 2025 Added 1.99%
$0
$754 Million 0.3% of portfolio
2,450
Q2 2024 Added 32.43%
$0
$764 Million 0.3% of portfolio
12,902
Q3 2025 Added 5.36%
$0
$707 Million 0.28% of portfolio
3,792
Q3 2025 Reduced 0.11%
$0
$672 Million 0.27% of portfolio
17,006
Q3 2025 Added 0.89%
$0
$631 Million 0.25% of portfolio
3,057
Q3 2025 Added 36.66%
$0
$562 Million 0.22% of portfolio
4,462
Q3 2025 Added 4.13%
$0
$502 Million 0.2% of portfolio
673
Q2 2025 Added 5.65%
$0
$469 Million 0.19% of portfolio
1,830
Q3 2025 Added 3.68%
$0
$446 Million 0.18% of portfolio
3,646
Q3 2025 Added 39.75%
$0
$449 Million 0.18% of portfolio
21,475
Q3 2025 Reduced 6.65%
$0
$432 Million 0.17% of portfolio
8,181
Q3 2025 Added 4.1%
$23B
$436 Million 0.17% of portfolio
10,291
Q3 2025 Added 11.86%
$0
$402 Million 0.16% of portfolio
5,904
Q3 2025 Added 41.99%
$127B
$296 Million 0.12% of portfolio
832
Q3 2025 Added 17.18%
$0
$301 Million 0.12% of portfolio
3,161
Q3 2025 Added 34.68%
$0
$261 Million 0.1% of portfolio
10,551
Q4 2023 New
$0
$252 Million 0.1% of portfolio
859
Q4 2024 Added 3.0%
$0
$248 Million 0.1% of portfolio
3,333
Q2 2025 New
$0
$243 Million 0.1% of portfolio
1,192
Q3 2025 New
$0
$215 Million 0.09% of portfolio
352
Q3 2025 New
$0
$201 Million 0.08% of portfolio
1,994
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 276
  • Current Value $253 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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