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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.3B
$546 Million 0.25% of portfolio
1,871
Q2 2025 Added 7.78%
$316B
$540 Million 0.25% of portfolio
2,098
Q2 2025 Added 12.43%
$0
$556 Million 0.25% of portfolio
33,154
Q2 2025 Added 67.61%
$95.7B
$559 Million 0.25% of portfolio
1,097
Q1 2025 Added 28.15%
$17.5B
$546 Million 0.25% of portfolio
15,864
Q2 2025 Reduced 1.92%
Ge Vernova Inc
-
$521 Million 0.24% of portfolio
-
Q2 2025 Added 16.86%
$120B
$529 Million 0.24% of portfolio
1,715
Q2 2025 Added 0.7%
$0
$520 Million 0.24% of portfolio
25,122
Q2 2025 Added 68.98%
$271B
$529 Million 0.24% of portfolio
747
Q2 2025 Reduced 9.23%
$11.6B
$523 Million 0.24% of portfolio
2,903
Q2 2025 Reduced 1.83%
Morgan Stanley Direct Lendin
-
$536 Million 0.24% of portfolio
-
Q2 2025 Reduced 20.59%
$75.6B
$533 Million 0.24% of portfolio
1,978
Q2 2025 Added 1.33%
$241B
$503 Million 0.23% of portfolio
7,201
Q2 2025 Reduced 1.8%
$232B
$515 Million 0.23% of portfolio
1,746
Q2 2025 Added 1.75%
$0
$503 Million 0.23% of portfolio
30,425
Q2 2025 Added 78.59%
$53.3B
$502 Million 0.23% of portfolio
2,494
Q2 2025 Reduced 0.16%
$98.1B
$514 Million 0.23% of portfolio
11,104
Q2 2025 Reduced 3.38%
$242B
$489 Million 0.22% of portfolio
1,793
Q2 2025 Reduced 9.9%
$143B
$477 Million 0.22% of portfolio
1,788
Q2 2025 Reduced 15.66%
$211B
$474 Million 0.22% of portfolio
16,377
Q2 2025 Added 9.19%
$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%
$36.1B
$489 Million 0.22% of portfolio
18,767
Q2 2025 Reduced 0.47%
$197B
$464 Million 0.21% of portfolio
5,449
Q2 2025 Added 5.52%
$13.4B
$452 Million 0.21% of portfolio
4,191
Q2 2025 Reduced 2.56%
$65B
$463 Million 0.21% of portfolio
8,808
Q2 2025 Added 1.85%
$152B
$462 Million 0.21% of portfolio
1,546
Q2 2025 Added 38.04%
$97.9B
$468 Million 0.21% of portfolio
2,140
Q2 2025 Added 6.05%
$91.8B
$454 Million 0.21% of portfolio
2,052
Q2 2025 Reduced 2.38%
$32.6B
$465 Million 0.21% of portfolio
1,325
Q2 2025 Reduced 2.79%
$177B
$467 Million 0.21% of portfolio
2,248
Q2 2025 Reduced 15.2%
$33.9B
$445 Million 0.2% of portfolio
4,025
Q2 2025 Reduced 1.61%
$38B
$451 Million 0.2% of portfolio
821
Q2 2025 Added 4.19%
$15.5B
$434 Million 0.2% of portfolio
3,008
Q2 2025 Added 40.89%
$16.4B
$438 Million 0.2% of portfolio
1,422
Q2 2025 Reduced 4.82%
$0
$446 Million 0.2% of portfolio
673
Q2 2025 Added 5.65%
$32.1B
$438 Million 0.2% of portfolio
1,687
Q2 2025 Reduced 0.06%
$0
$437 Million 0.2% of portfolio
2,237
Q2 2025 Added 15.97%
$8.39B
$443 Million 0.2% of portfolio
12,121
Q2 2025 Reduced 3.31%
$39.2B
$448 Million 0.2% of portfolio
245
Q2 2025 Added 0.41%
$142B
$420 Million 0.19% of portfolio
826
Q2 2025 Added 66.87%
$12.9B
$410 Million 0.19% of portfolio
929
Q2 2025 Reduced 1.69%
$12.8B
$425 Million 0.19% of portfolio
1,458
Q2 2025 Reduced 15.97%
$267B
$412 Million 0.19% of portfolio
2,922
Q2 2025 Added 4.84%
$0
$424 Million 0.19% of portfolio
1,765
Q2 2025 Added 30.16%
$37.9B
$427 Million 0.19% of portfolio
1,759
Q2 2025 Added 0.63%
$65B
$418 Million 0.19% of portfolio
816
Q2 2025 Added 4.35%
$96.2B
$396 Million 0.18% of portfolio
2,157
Q2 2025 Added 30.73%
$6.31B
$386 Million 0.18% of portfolio
3,124
Q2 2025 Reduced 2.1%

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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