Everstar Asset Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 240 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $10.5B, Ishares Barclays 1 3 Year Trea with a value of $8.28B, Ishares Barclays 3 7 Yr Treas with a value of $7.29B, Vanguard Total Stock Market Et with a value of $3.5B, and Technology Sector Spdr with a value of $3.09B.

Examining the 13F form we can see an increase of $13B in the current position value, from $151B to 164B.

Everstar Asset Management, LLC is based out at Mooresville, NC

Below you can find more details about Everstar Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $164 Billion
ETFs: $92.4 Billion
Financial Services: $26.2 Billion
Consumer Defensive: $5.71 Billion
Healthcare: $5.58 Billion
Consumer Cyclical: $5.58 Billion
Utilities: $5.54 Billion
Technology: $4.92 Billion
Basic Materials: $3.8 Billion
Other: $10.5 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 240
  • Current Value $164 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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