Everpar Advisors LLC Purchases in Q2 2025

Everpar Advisors LLC

  • $220 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
135
+ 7.78%
$247.68 - $291.66 $33.4K - $39.4K
1.87K $546M
TDY
Teledyne Technologies Inc

Technology
101
+ 7.32%
$435.54 - $512.31 $44K - $51.7K
1.48K $759M
MCK
Mckesson Corp

Healthcare
63
+ 14.86%
$652.83 - $732.78 $41.1K - $46.2K
487 $357M
IVE
Ishares S&P 500 Value ETF

ETFs
308
+ 15.97%
$168.34 - $195.42 $51.8K - $60.2K
2.24K $437M
Labcorp Holdings Inc
138
+ 12.91%
N/A
1.21K $317M
GLW
Corning Inc

Technology
160
+ 1.85%
$39.07 - $52.59 $6.25K - $8.41K
8.81K $463M
SCHW
Schwab Charles Corp

Financial Services
251
+ 8.32%
$69.06 - $91.24 $17.3K - $22.9K
3.27K $298M
ADBE
Adobe Inc.

Technology
150
+ 13.11%
$340.0 - $420.68 $51K - $63.1K
1.29K $501M
Blackrock Inc
29
+ 10.25%
N/A
312 $327M
ADSK
Autodesk, Inc.

Technology
19
+ 1.8%
N/A
1.08K $333M
T
At&T Inc.

Communication Services
1.38K
+ 9.19%
$26.33 - $28.94 $36.3K - $39.9K
16.4K $474M
FCX
Freeport Mcmoran Inc

Basic Materials
101
+ 1.36%
$29.15 - $44.46 $2.94K - $4.49K
7.52K $326M
TTWO
Take Two Interactive Software Inc

Communication Services
15
+ 1.32%
$194.58 - $243.05 $2.92K - $3.65K
1.16K $280M
USB
Us Bancorp \De\

Financial Services
139
+ 1.13%
$36.4 - $45.76 $5.06K - $6.36K
12.5K $565M
MMM
3 M CO

Industrials
209
+ 9.68%
$126.09 - $154.15 $26.4K - $32.2K
2.37K $361M
ABC
Amerisourcebergen Corp

Healthcare
60
+ 5.84%
N/A
1.09K $326M
ECL
Ecolab Inc.

Basic Materials
26
+ 1.33%
$225.65 - $270.95 $5.87K - $7.04K
1.98K $533M
CMCSA
Comcast Corp

Communication Services
1.31K
+ 15.9%
$32.84 - $36.72 $43.1K - $48.2K
9.57K $342M
WRB
Berkley W R Corp

Financial Services
126
+ 1.16%
$64.28 - $75.17 $8.1K - $9.47K
10.9K $804M
LMT
Lockheed Martin Corp

Industrials
56
+ 11.11%
$430.82 - $486.45 $24.1K - $27.2K
560 $259M
ATO
Atmos Energy Corp

Utilities
231
+ 6.61%
$145.06 - $162.66 $33.5K - $37.6K
3.73K $574M
SRE
Sempra Energy

Utilities
216
+ 5.44%
$63.78 - $78.91 $13.8K - $17K
4.19K $317M
MO
Altria Group, Inc.

Consumer Defensive
654
+ 12.94%
$55.56 - $60.91 $36.3K - $39.8K
5.71K $335M
FDS
Factset Research Systems Inc

Financial Services
70
+ 14.08%
$398.85 - $473.32 $27.9K - $33.1K
567 $254M
ROL
Rollins Inc

Consumer Cyclical
10
+ 0.1%
$50.65 - $58.58 $507 - $586
10.3K $582M
MNST
Monster Beverage Corp

Consumer Defensive
70
+ 1.65%
$55.01 - $64.24 $3.85K - $4.5K
4.31K $270M
NEE
Nextera Energy Inc

Utilities
376
+ 7.93%
$64.11 - $75.0 $24.1K - $28.2K
5.12K $355M
TRV
Travelers Companies, Inc.

Financial Services
59
+ 5.62%
$233.83 - $276.34 $13.8K - $16.3K
1.11K $296M
AES
Aes Corp

Utilities
3.66K
+ 29.36%
$9.63 - $12.55 $35.3K - $45.9K
16.1K $170M
ZTS
Zoetis Inc.

Healthcare
174
+ 11.58%
$144.41 - $170.3 $25.1K - $29.6K
1.68K $262M
MDLZ
Mondelez International, Inc.

Consumer Defensive
277
+ 2.25%
$63.54 - $68.5 $17.6K - $19K
12.6K $849M
UNP
Union Pacific Corp

Industrials
85
+ 6.2%
$208.27 - $238.46 $17.7K - $20.3K
1.46K $335M
NOC
Northrop Grumman Corp

Industrials
29
+ 7.29%
$456.3 - $540.39 $13.2K - $15.7K
427 $213M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
219
+ 0.96%
$20.12 - $21.0 $4.41K - $4.6K
23K $481M
ADP
Automatic Data Processing Inc

Industrials
12
+ 0.7%
$276.76 - $326.81 $3.32K - $3.92K
1.72K $529M
FPE
First Tr Pfd Secs & Income ETF

ETFs
289
+ 2.26%
$16.93 - $17.81 $4.89K - $5.15K
13.1K $233M
AWK
American Water Works Company, Inc.

Utilities
152
+ 7.52%
$133.82 - $151.96 $20.3K - $23.1K
2.17K $302M
BR
Broadridge Financial Solutions, Inc.

Technology
11
+ 0.63%
$217.22 - $246.25 $2.39K - $2.71K
1.76K $427M
AIG
American International Group, Inc.

Financial Services
161
+ 2.05%
$77.56 - $87.72 $12.5K - $14.1K
8.03K $687M
FICO
Fair Isaac Corp

Technology
1
+ 0.41%
$1503.62 - $2206.01 $1.5K - $2.21K
245 $448M
XEL
Xcel Energy Inc

Utilities
88
+ 1.62%
$65.65 - $72.39 $5.78K - $6.37K
5.51K $375M
MDT
Medtronic PLC

Healthcare
85
+ 1.35%
$80.68 - $88.86 $6.86K - $7.55K
6.37K $555M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
44
+ 5.88%
$421.16 - $509.5 $18.5K - $22.4K
792 $353M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
71
+ 15.92%
$483.07 - $625.6 $34.3K - $44.4K
517 $271M
YUM
Yum Brands Inc

Consumer Cyclical
57
+ 2.46%
$138.36 - $161.45 $7.89K - $9.2K
2.37K $351M
IQV
Iqvia Holdings Inc.

Healthcare
62
+ 4.62%
$137.0 - $174.37 $8.49K - $10.8K
1.4K $221M
SHW
Sherwin Williams CO

Basic Materials
25
+ 0.53%
$313.51 - $363.51 $7.84K - $9.09K
4.75K $1.63B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
122
+ 6.05%
$212.1 - $244.27 $25.9K - $29.8K
2.14K $468M
AMGN
Amgen Inc

Healthcare
153
+ 6.93%
$262.28 - $309.85 $40.1K - $47.4K
2.36K $659M
Activity Summary
Buys All Purchases 160 New Holdings 24 Increased Positions 136 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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