Everpar Advisors LLC Purchases in Q1 2025

Everpar Advisors LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.37K
+ 28.53%
$554.06 - $615.85 $1.32M - $1.46M
10.7K $6.01B
CGDV
Capital Group Divid Value ETF

ETFs
13.2K
+ 19.89%
$34.95 - $37.36 $461K - $493K
79.5K $2.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
571
+ 41.38%
$442.66 - $534.52 $253K - $305K
1.95K $1.04B
TSN
Tyson Foods, Inc.

Consumer Defensive
135
+ 0.21%
$54.27 - $63.81 $7.33K - $8.61K
63.3K $4.04B
KO
Coca Cola CO

Consumer Defensive
3.18K
+ 19.09%
$60.81 - $72.32 $193K - $230K
19.8K $1.42B
CVS
Cvs Health Corp

Healthcare
5.48K
New
$44.22 - $68.64 $242K - $376K
5.48K $371M
OLED
Universal Display Corp Pa

Technology
2.55K
New
$139.48 - $161.59 $355K - $411K
2.55K $355M
JNJ
Johnson & Johnson

Healthcare
930
+ 10.01%
$142.06 - $167.7 $132K - $156K
10.2K $1.7B
XOM
Exxon Mobil Corp

Energy
1.58K
+ 12.49%
$105.44 - $118.93 $166K - $188K
14.2K $1.69B
CGGR
Capital Group Growth ETF Shs C

ETFs
14.8K
+ 20.98%
$33.98 - $39.84 $502K - $589K
85.2K $2.92B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.85K
+ 27.68%
$168.16 - $186.21 $311K - $344K
8.53K $1.46B
ELV
Elevance Health, Inc.

Healthcare
608
New
$365.9 - $436.25 $222K - $265K
608 $264M
AZO
Autozone Inc

Consumer Cyclical
69
New
$3193.96 - $3828.11 $220K - $264K
69 $263M
IFRA
Ishares Tr

ETFs
5.83K
New
$44.8 - $49.25 $261K - $287K
5.83K $263M
DUK
Duke Energy Corp

Utilities
2.13K
New
$105.87 - $121.97 $225K - $260K
2.13K $260M
VZ
Verizon Communications Inc

Communication Services
3.79K
+ 23.31%
$37.81 - $46.49 $143K - $176K
20.1K $910M
INTC
Intel Corp

Technology
11K
New
$19.1 - $27.39 $211K - $302K
11K $250M
CCL
Carnival Corp

Consumer Cyclical
12.3K
New
$19.08 - $28.49 $234K - $350K
12.3K $240M
SCHW
Schwab Charles Corp

Financial Services
3.02K
New
$71.24 - $83.64 $215K - $252K
3.02K $236M
APD
Air Products & Chemicals, Inc.

Basic Materials
725
+ 96.41%
$283.24 - $338.07 $205K - $245K
1.48K $436M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.04K
New
$48.65 - $53.06 $196K - $214K
4.04K $210M
AEP
American Electric Power CO Inc

Utilities
84
+ 0.73%
$90.32 - $109.27 $7.59K - $9.18K
11.7K $1.27B
GLD
Spdr Gold Trust

ETFs
710
New
$243.19 - $288.14 $173K - $205K
710 $205M
V
Visa Inc.

Financial Services
268
+ 8.4%
$306.92 - $362.71 $82.3K - $97.2K
3.46K $1.21B
NOC
Northrop Grumman Corp

Industrials
398
New
$433.45 - $513.82 $173K - $205K
398 $204M
SPOT
Spotify Technology S.A.

Communication Services
365
New
$457.79 - $648.32 $167K - $237K
365 $201M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.99K
New
$100.32 - $100.76 $200K - $201K
1.99K $201M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.79K
+ 16.09%
$57.21 - $65.8 $331K - $381K
41.8K $2.44B
ABT
Abbott Laboratories

Healthcare
1.03K
+ 34.8%
$111.1 - $140.22 $114K - $144K
3.99K $529M
AMT
American Tower Corp

Real Estate
615
+ 41.36%
$173.46 - $217.6 $107K - $134K
2.1K $457M
Morgan Stanley Direct Lendin
10.1K
+ 38.73%
N/A
36K $719M
ABBV
Abb Vie Inc.

Healthcare
163
+ 3.54%
$169.2 - $216.66 $27.6K - $35.3K
4.77K $1B
COP
Conocophillips

Energy
1.53K
+ 54.03%
$88.6 - $105.85 $136K - $162K
4.36K $458M
GE
General Electric CO

Industrials
588
+ 46.01%
$168.59 - $212.13 $99.1K - $125K
1.87K $373M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
4.46K
+ 27.95%
$41.26 - $44.98 $184K - $201K
20.4K $858M
AMGN
Amgen Inc

Healthcare
145
+ 7.03%
$258.59 - $327.36 $37.5K - $47.5K
2.21K $688M
MDLZ
Mondelez International, Inc.

Consumer Defensive
518
+ 4.39%
$56.12 - $68.15 $29.1K - $35.3K
12.3K $836M
T
At&T Inc.

Communication Services
1.88K
+ 14.29%
$21.56 - $28.28 $40.4K - $53K
15K $424M
NFLX
Netflix Inc

Communication Services
53
+ 3.03%
$828.4 - $1058.6 $43.9K - $56.1K
1.8K $1.68B
IBM
International Business Machines Corp

Technology
290
+ 20.34%
$217.4 - $264.74 $63K - $76.8K
1.72K $427M
TTE
Total Energies Se

Energy
800
+ 14.23%
N/A
6.42K $415M
UBER
Uber Technologies, Inc

Technology
191
+ 2.72%
$63.17 - $81.49 $12.1K - $15.6K
7.21K $525M
ROL
Rollins Inc

Consumer Cyclical
325
+ 3.26%
$45.65 - $54.03 $14.8K - $17.6K
10.3K $557M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
81
+ 12.14%
$402.49 - $513.76 $32.6K - $41.6K
748 $363M
CRWD
Crowd Strike Holdings, Inc.

Technology
241
+ 28.15%
$308.86 - $455.36 $74.4K - $110K
1.1K $387M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
366
+ 12.96%
$110.55 - $130.35 $40.5K - $47.7K
3.19K $405M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.24K
+ 32.47%
$48.06 - $53.73 $108K - $120K
9.13K $445M
Linde PLC
140
+ 26.82%
N/A
662 $308M
CI
Cigna Corp

Healthcare
101
+ 12.38%
$274.49 - $329.0 $27.7K - $33.2K
917 $302M
Activity Summary
Buys All Purchases 104 New Holdings 14 Increased Positions 90 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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