Everpar Advisors LLC Portfolio Holdings
Everpar Advisors LLC
- $164 Billion
- Q1 2024
Everpar Advisors LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 232 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.19B, Apple Inc. with a value of $6.8B, Jpmorgan Chase & CO with a value of $6.28B, Nvidia Corp with a value of $4.24B, and Oneok Inc with a value of $4.16B.
Examining the 13F form we can see an decrease of $50.4B in the current position value, from $215B to 164B.
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
$164 Billion
Technology: $39.3 Billion
Financial Services: $24.9 Billion
Industrials: $17.1 Billion
Healthcare: $14.9 Billion
ETFs: $13.4 Billion
Consumer Cyclical: $12.9 Billion
Energy: $12 Billion
Consumer Defensive: $9.85 Billion
Other: $16.9 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 232
- Current Value $164 Billion
- Prior Value $215 Billion
- Filing
- Period Q1 2024
- Filing Date April 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 15 stocks
- Additional Purchases 24 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks