Everpar Advisors LLC Portfolio Holdings

Everpar Advisors LLC

  • $188 Billion
  • Q1 2025

Everpar Advisors LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $7.94B, Apple Inc. with a value of $7.39B, Microsoft Corp with a value of $6.94B, Ishares Core S&P 500 ETF with a value of $6.01B, and Nvidia Corp with a value of $5.17B.

Examining the 13F form we can see an decrease of $9.98B in the current position value, from $198B to 188B.

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 $188 Billion
Technology: $37.6 Billion
Financial Services: $28.3 Billion
ETFs: $28.3 Billion
Healthcare: $15.3 Billion
Industrials: $14.4 Billion
Consumer Cyclical: $14.1 Billion
Consumer Defensive: $12.6 Billion
Energy: $12.5 Billion
Other: $21.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$680B
$7.94 Billion 4.22% of portfolio
32,369
Q1 2025 Reduced 0.19%
$3.17T
$7.39 Billion 3.92% of portfolio
33,247
Q1 2025 Added 0.4%
$2.74T
$6.94 Billion 3.68% of portfolio
18,484
Q1 2025 Reduced 2.78%
$0
$6.01 Billion 3.19% of portfolio
10,696
Q1 2025 Added 28.53%
$253B
$5.17 Billion 2.74% of portfolio
47,661
Q1 2025 Reduced 5.77%
$38.5B
$4.99 Billion 2.65% of portfolio
50,283
Q1 2025 Reduced 0.87%
$1.76T
$4.22 Billion 2.24% of portfolio
22,178
Q1 2025 Added 1.12%
$17.7B
$4.04 Billion 2.14% of portfolio
63,255
Q1 2025 Added 0.21%
$1.13T
$3.53 Billion 1.88% of portfolio
6,131
Q1 2025 Reduced 0.95%
$0
$2.92 Billion 1.55% of portfolio
85,173
Q1 2025 Added 20.98%
$0
$2.83 Billion 1.5% of portfolio
79,511
Q1 2025 Added 19.89%
$0
$2.44 Billion 1.29% of portfolio
41,767
Q1 2025 Added 16.09%
$933B
$2.35 Billion 1.25% of portfolio
15,027
Q1 2025 Added 9.99%
$762B
$2.18 Billion 1.16% of portfolio
8,419
Q1 2025 Reduced 5.07%
$270B
$2.1 Billion 1.11% of portfolio
12,531
Q1 2025 Added 0.22%
$798B
$2.07 Billion 1.1% of portfolio
2,502
Q1 2025 Reduced 6.64%
$253B
$1.77 Billion 0.94% of portfolio
20,141
Q1 2025 Added 0.65%
$493B
$1.74 Billion 0.92% of portfolio
3,178
Q1 2025 Reduced 2.03%
$446B
$1.69 Billion 0.9% of portfolio
14,211
Q1 2025 Added 12.49%
$412B
$1.7 Billion 0.9% of portfolio
10,224
Q1 2025 Added 10.01%
$433B
$1.68 Billion 0.89% of portfolio
1,803
Q1 2025 Added 3.03%
$86.4B
$1.65 Billion 0.88% of portfolio
4,721
Q1 2025 Reduced 0.13%
$0
$1.65 Billion 0.87% of portfolio
2,943
Q1 2025 Reduced 24.34%
$347B
$1.62 Billion 0.86% of portfolio
11,608
Q1 2025 Reduced 0.9%
$2.21B
$1.61 Billion 0.86% of portfolio
78,657
Q2 2024 Added 0.01%
$903B
$1.51 Billion 0.8% of portfolio
9,749
Q1 2025 Reduced 1.23%
$229B
$1.48 Billion 0.78% of portfolio
23,911
Q1 2025 Reduced 3.32%
$0
$1.46 Billion 0.77% of portfolio
8,534
Q1 2025 Added 27.68%
$316B
$1.42 Billion 0.75% of portfolio
19,810
Q1 2025 Added 19.09%
$50.7B
$1.29 Billion 0.68% of portfolio
1,303
Q1 2025 Added 0.23%
$55.3B
$1.27 Billion 0.68% of portfolio
11,655
Q1 2025 Added 0.73%
$539B
$1.21 Billion 0.64% of portfolio
3,460
Q1 2025 Added 8.4%
$0
$1.17 Billion 0.62% of portfolio
4,251
Q4 2024 Added 1.19%
$404B
$1.12 Billion 0.59% of portfolio
6,555
Q1 2025 Added 0.52%
$674B
$1.04 Billion 0.55% of portfolio
1,951
Q1 2025 Added 41.38%
$306B
$1 Billion 0.53% of portfolio
4,772
Q1 2025 Added 3.54%
$153B
$1.01 Billion 0.53% of portfolio
6,547
Q1 2025 Added 3.59%
$198B
$993 Million 0.53% of portfolio
11,062
Q1 2025 Reduced 18.69%
$189B
$942 Million 0.5% of portfolio
7,110
Q1 2025 Reduced 7.61%
$185B
$910 Million 0.48% of portfolio
20,062
Q1 2025 Added 23.31%
$4.78B
$899 Million 0.48% of portfolio
27,776
Q1 2025 Reduced 5.11%
$71.4B
$870 Million 0.46% of portfolio
14,562
Q1 2025 Reduced 2.74%
$148B
$868 Million 0.46% of portfolio
7,124
Q1 2025 Reduced 8.56%
$0
$858 Million 0.46% of portfolio
20,410
Q1 2025 Added 27.95%
$363B
$851 Million 0.45% of portfolio
2,323
Q1 2025 Reduced 8.9%
$92.3B
$836 Million 0.44% of portfolio
12,314
Q1 2025 Added 4.39%
$229B
$793 Million 0.42% of portfolio
2,538
Q1 2025 Reduced 3.31%
$136B
$789 Million 0.42% of portfolio
3,385
Q1 2025 Reduced 7.23%
$14.5B
$778 Million 0.41% of portfolio
4,697
Q1 2025 Reduced 11.29%

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $188 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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