Everpar Advisors LLC Purchases in Q3 2025

Everpar Advisors LLC

  • $253 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITT
Itt Inc.

Industrials
1.21K
New
$155.93 - $182.88 $189K - $221K
1.21K $216M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
352
New
$567.77 - $614.76 $200K - $216K
352 $215M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.97K
New
$89.32 - $107.82 $176K - $213K
1.97K $213M
INSM
Insmed Inc

Healthcare
1.45K
New
$96.14 - $147.2 $140K - $214K
1.45K $209M
Barrick Mng Corp
6.34K
New
N/A
6.34K $208M
ASML
Asml Holding Nv

Technology
211
New
$689.63 - $968.09 $146K - $204K
211 $204M
APP
App Lovin Corp

Technology
282
New
$335.1 - $718.54 $94.5K - $203K
282 $203M
TMUS
T Mobile Us, Inc.

Communication Services
846
New
$226.02 - $259.01 $191K - $219K
846 $203M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.28K
New
$83.65 - $95.26 $191K - $217K
2.28K $201M
IVE
Ishares S&P 500 Value ETF

ETFs
820
+ 36.66%
$194.44 - $206.51 $159K - $169K
3.06K $631M
UNH
Unitedhealth Group Inc

Healthcare
406
+ 34.79%
$237.77 - $353.61 $96.5K - $144K
1.57K $543M
HD
Home Depot, Inc.

Consumer Cyclical
177
+ 6.81%
$357.4 - $423.42 $63.3K - $74.9K
2.78K $1.12B
TMO
Thermo Fisher Scientific Inc.

Healthcare
217
+ 28.04%
$404.94 - $499.99 $87.9K - $108K
991 $481M
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 36.52%
$133.81 - $152.16 $135K - $154K
3.78K $531M
GE
General Electric CO

Industrials
195
+ 9.29%
$244.75 - $305.63 $47.7K - $59.6K
2.29K $690M
NSC
Norfolk Southern Corp

Industrials
48
+ 1.59%
$259.49 - $300.41 $12.5K - $14.4K
3.07K $921M
HDV
Ishares Core High Dividend ETF

ETFs
1.04K
+ 39.75%
$118.16 - $123.66 $123K - $128K
3.65K $446M
WFC
Wells Fargo & Company

Financial Services
1.3K
+ 15.32%
$77.05 - $85.16 $99.9K - $110K
9.76K $818M
AEP
American Electric Power CO Inc

Utilities
304
+ 2.6%
$103.26 - $115.0 $31.4K - $35K
12K $1.35B
DGRO
Ishares Core Dividend Growth E

ETFs
1.75K
+ 41.99%
$64.12 - $68.08 $112K - $119K
5.9K $402M
SLV
I Shares Silver Trust

ETFs
1.09K
+ 11.86%
$32.73 - $42.5 $35.7K - $46.4K
10.3K $436M
IVW
Ishares S&P 500 Growth ETF

ETFs
295
+ 3.27%
$108.97 - $121.65 $32.1K - $35.9K
9.3K $1.12B
INTC
Intel Corp

Technology
439
+ 4.22%
$19.31 - $35.5 $8.48K - $15.6K
10.8K $363M
AMD
Advanced Micro Devices Inc

Technology
545
+ 34.06%
$134.8 - $184.42 $73.5K - $101K
2.15K $347M
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.3%
$303.93 - $329.86 $4.26K - $4.62K
4.68K $1.54B
LMT
Lockheed Martin Corp

Industrials
190
+ 33.93%
$410.74 - $499.21 $78K - $94.8K
750 $374M
OKE
Oneok Inc

Energy
7.42K
+ 14.78%
$71.36 - $83.47 $529K - $619K
57.6K $4.2B
ALLE
Allegion PLC

Industrials
9
+ 0.3%
$145.55 - $179.33 $1.31K - $1.61K
3.02K $535M
GD
General Dynamics Corp

Industrials
18
+ 0.96%
$293.92 - $341.0 $5.29K - $6.14K
1.89K $644M
BA
Boeing CO

Industrials
339
+ 8.46%
$209.79 - $237.38 $71.1K - $80.5K
4.35K $938M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
656
+ 5.36%
$54.35 - $59.32 $35.7K - $38.9K
12.9K $764M
APH
Amphenol Corp

Technology
37
+ 1.01%
$97.39 - $125.4 $3.6K - $4.64K
3.72K $460M
PSX
Phillips 66

Energy
11
+ 0.21%
$118.37 - $139.46 $1.3K - $1.53K
5.36K $729M
VST
Vistra Corp.

Utilities
448
+ 35.03%
$182.0 - $217.92 $81.5K - $97.6K
1.73K $338M
BAC
Bank Of America Corp

Financial Services
285
+ 1.66%
$44.92 - $52.42 $12.8K - $14.9K
17.5K $902M
PNC
Pnc Financial Services Group, Inc.

Financial Services
160
+ 4.39%
$185.88 - $207.44 $29.7K - $33.2K
3.8K $764M
VUG
Vanguard Growth ETF

ETFs
33
+ 1.99%
$433.97 - $484.08 $14.3K - $16K
1.69K $812M
AMAT
Applied Materials Inc

Technology
51
+ 1.54%
$156.25 - $204.95 $7.97K - $10.5K
3.36K $688M
IGM
Ishares Expanded Tech Sector E

ETFs
177
+ 4.13%
$110.96 - $127.67 $19.6K - $22.6K
4.46K $562M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
814
+ 34.68%
$92.18 - $95.14 $75K - $77.4K
3.16K $301M
GLD
Spdr Gold Trust

ETFs
122
+ 17.18%
$300.96 - $355.47 $36.7K - $43.4K
832 $296M
T
At&T Inc.

Communication Services
3.13K
+ 19.08%
$26.94 - $29.62 $84.2K - $92.6K
19.5K $551M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 0.28%
$224.68 - $282.71 $899 - $1.13K
1.42K $395M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
100
+ 19.34%
$534.91 - $598.71 $53.5K - $59.9K
617 $347M
MCD
Mcdonalds Corp

Consumer Cyclical
147
+ 5.76%
$291.67 - $316.99 $42.9K - $46.6K
2.7K $821M
DUK
Duke Energy Corp

Utilities
496
+ 23.56%
$116.31 - $125.93 $57.7K - $62.5K
2.6K $322M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 1.2%
$696.56 - $806.32 $6.27K - $7.26K
756 $602M
Te Connectivity PLC
36
+ 2.85%
N/A
1.3K $285M
LEN
Lennar Corp

Consumer Cyclical
68
+ 1.69%
$107.73 - $142.4 $7.33K - $9.68K
4.09K $516M
Activity Summary
Buys All Purchases 140 New Holdings 24 Increased Positions 116 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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