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
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