Everpar Advisors LLC Incresed Positions in Q3 2024

Everpar Advisors LLC

  • $193 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
+ 19.41%
$520.18 - $576.82 $659K - $730K
7.79K $4.49B
CGDV
Capital Group Divid Value ETF

ETFs
9.31K
+ 17.24%
$32.96 - $36.48 $307K - $340K
63.3K $2.31B
SHW
Sherwin Williams CO

Basic Materials
119
+ 2.6%
$294.65 - $384.0 $35.1K - $45.7K
4.7K $1.79B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.36K
+ 13.52%
$30.71 - $34.79 $257K - $291K
70.2K $2.44B
VZ
Verizon Communications Inc

Communication Services
5.75K
+ 37.6%
$38.89 - $45.0 $224K - $259K
21K $945M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.02K
+ 9.66%
$57.32 - $62.65 $173K - $189K
34.3K $2.13B
WMT
Walmart Inc.

Consumer Defensive
449
+ 2.25%
$66.91 - $81.4 $30K - $36.5K
20.4K $1.65B
AIG
American International Group, Inc.

Financial Services
3.6K
+ 80.19%
$70.16 - $79.23 $253K - $285K
8.09K $592M
POOL
Pool Corp

Industrials
413
+ 30.06%
$296.17 - $376.8 $122K - $156K
1.79K $673M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.01K
+ 19.48%
$162.64 - $179.3 $164K - $181K
6.2K $1.11B
JNJ
Johnson & Johnson

Healthcare
212
+ 2.32%
$145.48 - $167.38 $30.8K - $35.5K
9.37K $1.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
269
+ 28.14%
$405.19 - $478.57 $109K - $129K
1.23K $564M
AEP
American Electric Power CO Inc

Utilities
88
+ 0.85%
$87.11 - $104.95 $7.67K - $9.24K
10.4K $1.07B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
2.37K
+ 19.43%
$40.6 - $45.07 $96.2K - $107K
14.6K $656M
SBUX
Starbucks Corp

Consumer Cyclical
494
+ 10.93%
$72.51 - $98.6 $35.8K - $48.7K
5.01K $489M
BMY
Bristol Myers Squibb CO

Healthcare
446
+ 4.13%
$39.66 - $51.75 $17.7K - $23.1K
11.2K $582M
XOM
Exxon Mobil Corp

Energy
887
+ 6.47%
$109.72 - $119.0 $97.3K - $106K
14.6K $1.71B
ABBV
Abb Vie Inc.

Healthcare
51
+ 1.08%
$163.84 - $199.33 $8.36K - $10.2K
4.77K $942M
CAT
Caterpillar Inc

Industrials
135
+ 9.9%
$316.8 - $391.12 $42.8K - $52.8K
1.5K $586M
ACN
Accenture PLC

Technology
237
+ 26.78%
$295.44 - $355.81 $70K - $84.3K
1.12K $397M
AMT
American Tower Corp

Real Estate
216
+ 11.8%
$192.27 - $242.73 $41.5K - $52.4K
2.05K $476M
GS
Goldman Sachs Group Inc

Financial Services
172
+ 24.89%
$459.02 - $510.25 $79K - $87.8K
863 $427M
IBM
International Business Machines Corp

Technology
238
+ 19.6%
$175.1 - $223.38 $41.7K - $53.2K
1.45K $321M
USB
Us Bancorp \De\

Financial Services
531
+ 3.89%
$39.04 - $47.23 $20.7K - $25.1K
14.2K $649M
CHH
Choice Hotels International Inc

Consumer Cyclical
618
+ 28.97%
$117.06 - $133.72 $72.3K - $82.6K
2.75K $358M
NSC
Norfolk Southern Corp

Industrials
26
+ 0.9%
$213.75 - $259.69 $5.56K - $6.75K
2.9K $721M
AZPN
Aspen Technology, Inc.

Technology
32
+ 1.51%
$172.9 - $239.26 $5.53K - $7.66K
2.15K $514M
SITE
Site One Landscape Supply, Inc.

Industrials
255
+ 14.89%
$115.64 - $153.52 $29.5K - $39.1K
1.97K $297M
CNC
Centene Corp

Healthcare
643
+ 14.65%
$64.89 - $80.23 $41.7K - $51.6K
5.03K $379M
ALL
Allstate Corp

Financial Services
77
+ 3.27%
$158.43 - $192.86 $12.2K - $14.9K
2.43K $462M
VTI
Vanguard Total Stock Market Et

ETFs
73
+ 1.77%
$255.18 - $283.2 $18.6K - $20.7K
4.2K $1.19B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.44K
+ 26.11%
$44.24 - $49.47 $63.5K - $71K
6.94K $343M
ANET
Arista Networks, Inc.

Technology
29
+ 1.54%
$311.42 - $388.21 $9.03K - $11.3K
1.91K $732M
T
At&T Inc.

Communication Services
1.8K
+ 16.82%
$18.21 - $22.28 $32.7K - $40K
12.5K $274M
AES
Aes Corp

Utilities
1.73K
+ 13.09%
$16.18 - $20.07 $28K - $34.7K
14.9K $300M
ROL
Rollins Inc

Consumer Cyclical
662
+ 7.1%
$45.93 - $51.4 $30.4K - $34K
9.99K $505M
IGM
Ishares Expanded Tech Sector E

ETFs
450
+ 21.15%
$84.03 - $98.62 $37.8K - $44.4K
2.58K $247M
UBER
Uber Technologies, Inc

Technology
341
+ 4.73%
$58.48 - $77.47 $19.9K - $26.4K
7.56K $568M
IVE
Ishares S&P 500 Value ETF

ETFs
105
+ 7.24%
$181.06 - $197.17 $19K - $20.7K
1.56K $307M
MCO
Moodys Corp

Financial Services
10
+ 1.48%
$421.49 - $494.67 $4.21K - $4.95K
687 $326M
CME
Cme Group Inc.

Financial Services
17
+ 1.11%
$193.43 - $220.62 $3.29K - $3.75K
1.54K $340M
ON
On Semiconductor Corp

Technology
353
+ 10.23%
$66.39 - $78.74 $23.4K - $27.8K
3.8K $276M
IYW
Ishares Dj Us Tech ETF

ETFs
231
+ 15.27%
$133.16 - $158.73 $30.8K - $36.7K
1.74K $264M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 3.26%
$801.83 - $917.05 $13.6K - $15.6K
539 $478M
BSCU
Invesco Exc Self Ind Tr

ETFs
1.55K
+ 15.35%
$16.19 - $17.05 $25.1K - $26.4K
11.6K $197M
ABT
Abbott Laboratories

Healthcare
8
+ 0.28%
$100.07 - $118.13 $801 - $945
2.82K $322M
MPC
Marathon Petroleum Corp

Energy
261
+ 14.34%
$158.61 - $180.75 $41.4K - $47.2K
2.08K $339M
CGGO
Capital Group Global Growth Eq

ETFs
380
+ 4.47%
$27.25 - $30.52 $10.4K - $11.6K
8.88K $268M
WRB
Berkley W R Corp

Financial Services
3.5K
+ 41.36%
$51.54 - $79.62 $180K - $278K
11.9K $678M
Activity Summary
Buys All Purchases 77 New Holdings 20 Increased Positions 57 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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