Everstar Asset Management, LLC Purchases in Q2 2025

Everstar Asset Management, LLC

  • $164 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
183
+ 10.55%
$210.28 - $289.91 $38.5K - $53.1K
1.92K $556M
CVX
Chevron Corp

Energy
1.59K
+ 36.18%
$133.73 - $168.51 $212K - $267K
5.97K $854M
XLU
Utilities Sector Spdr

ETFs
447
+ 1.68%
$73.09 - $82.77 $32.7K - $37K
27K $2.2B
PRU
Prudential Financial Inc

Financial Services
1.25K
+ 21.62%
$95.12 - $112.71 $119K - $141K
7.05K $758M
AEP
American Electric Power CO Inc

Utilities
1.39K
+ 18.81%
$98.59 - $109.11 $137K - $151K
8.75K $908M
SKM
Sk Telecom CO LTD

Communication Services
2.39K
+ 10.71%
$20.0 - $23.35 $47.9K - $55.9K
24.7K $578M
TNL
Travel & Leisure Co.

Consumer Cyclical
974
+ 10.06%
$38.78 - $51.89 $37.8K - $50.5K
10.7K $550M
Siriusxm Holdings Inc
3.81K
+ 13.33%
N/A
32.4K $744M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
18.6K
+ 13.16%
$7.06 - $8.1 $131K - $151K
160K $1.24B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
949
+ 3.83%
$100.35 - $100.71 $95.2K - $95.6K
25.7K $2.59B
WMT
Walmart Inc.

Consumer Defensive
179
+ 3.1%
$81.79 - $99.98 $14.6K - $17.9K
5.95K $582M
HSBC
Hsbc Holdings PLC

Financial Services
655
+ 6.34%
$46.68 - $61.09 $30.6K - $40K
11K $668M
XOM
Exxon Mobil Corp

Energy
1.31K
+ 21.51%
$99.93 - $119.04 $131K - $156K
7.41K $798M
Mcewen Inc.
1.19K
+ 4.27%
N/A
29K $279M
FANG
Diamondback Energy, Inc.

Energy
875
+ 32.99%
$119.25 - $161.49 $104K - $141K
3.53K $485M
FE
Firstenergy Corp

Utilities
1.51K
+ 12.73%
$38.31 - $43.17 $57.9K - $65.3K
13.4K $539M
CMCSA
Comcast Corp

Communication Services
1.98K
+ 17.22%
$32.84 - $36.72 $64.9K - $72.6K
13.5K $480M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.74K
+ 10.28%
$29.0 - $30.68 $50.5K - $53.5K
18.7K $574M
III
Information Services Group Inc.

Technology
7.88K
+ 50.53%
$3.45 - $4.96 $27.2K - $39.1K
23.5K $113M
UL
Unilever PLC

Consumer Defensive
502
+ 4.5%
$57.9 - $65.43 $29.1K - $32.8K
11.7K $714M
OHI
Omega Healthcare Investors Inc

Real Estate
1.87K
+ 9.11%
$35.55 - $39.05 $66.5K - $73.1K
22.4K $821M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2.65K
+ 9.66%
$9.73 - $11.03 $25.8K - $29.3K
30.1K $332M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
330
+ 2.45%
$16.45 - $20.92 $5.43K - $6.9K
13.8K $289M
WPC
W. P. Carey Inc.

Real Estate
613
+ 8.45%
$56.12 - $64.53 $34.4K - $39.6K
7.87K $491M
NMFC
New Mountain Finance Corp

Financial Services
5.82K
+ 9.75%
$9.11 - $11.09 $53.1K - $64.6K
65.6K $692M
MO
Altria Group, Inc.

Consumer Defensive
893
+ 5.18%
$55.56 - $60.91 $49.6K - $54.4K
18.1K $1.06B
MLPA
Global X Mlp ETF

ETFs
700
+ 18.16%
$46.47 - $54.16 $32.5K - $37.9K
4.56K $229M
AAPL
Apple Inc.

Technology
403
+ 11.17%
$172.42 - $223.89 $69.5K - $90.2K
4.01K $823M
V
Visa Inc.

Financial Services
44
+ 4.96%
$308.27 - $373.31 $13.6K - $16.4K
931 $331M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
109
+ 0.46%
$40.82 - $43.14 $4.45K - $4.7K
23.7K $1.02B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.69K
+ 9.42%
$13.96 - $16.51 $23.6K - $28K
19.7K $320M
TLT
Ishares Barclays 20+ Year Trea

ETFs
677
+ 4.56%
$83.97 - $92.85 $56.8K - $62.9K
15.5K $1.37B
Gsk PLC
507
+ 3.4%
N/A
15.4K $592M
KWEB
Kraneshares Tr Csi China Inter

ETFs
598
+ 3.33%
$28.28 - $35.22 $16.9K - $21.1K
18.5K $636M
JNJ
Johnson & Johnson

Healthcare
255
+ 8.72%
$146.36 - $159.82 $37.3K - $40.8K
3.18K $486M
LNT
Alliant Energy Corp

Utilities
835
+ 6.28%
$58.79 - $64.85 $49.1K - $54.1K
14.1K $855M
BRSP
Bright Spire Capital, Inc.

Real Estate
5.15K
+ 7.41%
$4.3 - $5.59 $22.1K - $28.8K
74.7K $377M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
272
+ 5.32%
$41.37 - $53.28 $11.3K - $14.5K
5.39K $241M
XLV
Select Sector Spdr Fund Health

ETFs
1K
+ 5.19%
$128.77 - $144.3 $129K - $145K
20.3K $2.74B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.08K
+ 9.12%
$99.37 - $134.05 $107K - $144K
12.9K $1.46B
Fundamental Global Inc
2.56K
+ 2.64%
N/A
99.6K $1.59B
DRI
Darden Restaurants Inc

Consumer Cyclical
8.93K
+ 281.22%
$186.58 - $225.78 $1.67M - $2.02M
12.1K $67.8M
Activity Summary
Buys All Purchases 93 New Holdings 22 Increased Positions 71 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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