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 Market Cap. of $200 Billions or more
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