Everpar Advisors LLC Sells in Q4 2024

Everpar Advisors LLC

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Oaktree Specialty Lending CO
-35K
- 60.73%
N/A
22.6K $346M
UNH
Unitedhealth Group Inc

Healthcare
-509
- 38.65%
$485.52 - $625.25 $247K - $318K
808 $409M
XOM
Exxon Mobil Corp

Energy
-1.96K
- 13.43%
$105.51 - $125.37 $207K - $246K
12.6K $1.36B
VZ
Verizon Communications Inc

Communication Services
-4.77K
- 22.65%
$39.6 - $45.21 $189K - $215K
16.3K $651M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-113
- 19.06%
$701.85 - $1046.91 $79.3K - $118K
480 $342M
FICO
Fair Isaac Corp

Technology
-151
- 36.65%
$1911.01 - $2382.4 $289K - $360K
261 $520M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.34K
- 10.18%
$59.25 - $72.99 $79.2K - $97.6K
11.8K $705M
MRK
Merck & Co., Inc.

Healthcare
-444
- 3.16%
$96.31 - $114.76 $42.8K - $51K
13.6K $1.35B
ADBE
Adobe Inc.

Technology
-248
- 17.0%
$437.39 - $552.96 $108K - $137K
1.21K $539M
AMT
American Tower Corp

Real Estate
-560
- 27.36%
$179.4 - $232.01 $100K - $130K
1.49K $273M
PEP
Pepsico Inc

Consumer Defensive
-801
- 20.89%
$151.29 - $176.1 $121K - $141K
3.03K $461M
TER
Teradyne, Inc

Technology
-1.09K
- 17.11%
$102.58 - $133.62 $112K - $146K
5.3K $668M
KO
Coca Cola CO

Consumer Defensive
-349
- 2.05%
$61.74 - $71.71 $21.5K - $25K
16.6K $1.04B
AMGN
Amgen Inc

Healthcare
-176
- 7.86%
$258.78 - $328.31 $45.5K - $57.8K
2.06K $537M
Cooper Cos Inc
-300
- 3.59%
N/A
8.05K $740M
TTE
Total Energies Se

Energy
-1.93K
- 25.51%
N/A
5.62K $306M
STZ
Constellation Brands, Inc.

Consumer Defensive
-334
- 11.54%
$219.66 - $257.62 $73.4K - $86K
2.56K $566M
MCHP
Microchip Technology Inc

Technology
-938
- 17.33%
$55.51 - $79.05 $52.1K - $74.1K
4.48K $257M
JNJ
Johnson & Johnson

Healthcare
-73
- 0.78%
$143.34 - $165.86 $10.5K - $12.1K
9.29K $1.34B
NDSN
Nordson Corp

Industrials
-288
- 15.16%
$208.83 - $264.36 $60.1K - $76.1K
1.61K $337M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-137
- 15.27%
$501.29 - $612.85 $68.7K - $84K
760 $395M
CVX
Chevron Corp

Energy
-863
- 6.46%
$141.15 - $162.53 $122K - $140K
12.5K $1.81B
UBER
Uber Technologies, Inc

Technology
-538
- 7.12%
$59.93 - $86.34 $32.2K - $46.5K
7.02K $423M
ICE
Intercontinental Exchange, Inc.

Financial Services
-773
- 32.32%
$148.29 - $166.93 $115K - $129K
1.62K $241M
SBUX
Starbucks Corp

Consumer Cyclical
-1.17K
- 23.23%
$87.44 - $102.5 $102K - $119K
3.85K $351M
NVO
Novo Nordisk A S

Healthcare
-124
- 3.53%
$85.0 - $120.04 $10.5K - $14.9K
3.39K $291M
SMG
Scotts Miracle Gro CO

Basic Materials
-50
- 0.85%
$65.14 - $93.47 $3.26K - $4.67K
5.86K $389M
ABBV
Abb Vie Inc.

Healthcare
-160
- 3.36%
$164.99 - $203.87 $26.4K - $32.6K
4.61K $819M
AMAT
Applied Materials Inc

Technology
-96
- 3.7%
$161.44 - $213.89 $15.5K - $20.5K
2.5K $406M
CI
Cigna Corp

Healthcare
-162
- 16.56%
$265.59 - $358.58 $43K - $58.1K
816 $225M
VTV
Vanguard Value ETF

ETFs
-465
- 10.44%
$168.32 - $181.87 $78.3K - $84.6K
3.99K $675M
GD
General Dynamics Corp

Industrials
-102
- 5.24%
$260.28 - $314.03 $26.5K - $32K
1.84K $486M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-3.24K
- 15.79%
$20.17 - $21.84 $65.3K - $70.7K
17.3K $349M
COP
Conocophillips

Energy
-719
- 20.25%
$95.12 - $114.72 $68.4K - $82.5K
2.83K $281M
DHR
Danaher Corp

Healthcare
-1
- 0.05%
$226.16 - $274.52 $226 - $275
1.91K $437M
LMT
Lockheed Martin Corp

Industrials
-29
- 3.75%
$479.66 - $614.62 $13.9K - $17.8K
744 $361M
CHE
Chemed Corp

Healthcare
-97
- 17.9%
$517.44 - $613.19 $50.2K - $59.5K
445 $236M
MPC
Marathon Petroleum Corp

Energy
-285
- 13.7%
$131.65 - $174.84 $37.5K - $49.8K
1.8K $251M
SAIA
Saia Inc

Industrials
-242
- 20.2%
$411.44 - $569.08 $99.6K - $138K
956 $436M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-31
- 1.09%
$104.0 - $138.19 $3.22K - $4.28K
2.83K $313M
PGR
Progressive Corp

Financial Services
-223
- 9.44%
$239.6 - $268.88 $53.4K - $60K
2.14K $513M
TT
Trane Technologies PLC

Industrials
-175
- 15.42%
$369.35 - $419.14 $64.6K - $73.3K
960 $355M
BSY
Bentley Systems Inc

Technology
-612
- 4.75%
$46.59 - $51.09 $28.5K - $31.3K
12.3K $573M
FCX
Freeport Mcmoran Inc

Basic Materials
-51
- 0.76%
$38.08 - $50.82 $1.94K - $2.59K
6.63K $252M
EXPO
Exponent Inc

Industrials
-34
- 1.16%
$88.94 - $114.63 $3.02K - $3.9K
2.9K $259M
IQV
Iqvia Holdings Inc.

Healthcare
-77
- 4.84%
$190.97 - $236.63 $14.7K - $18.2K
1.52K $298M
INTU
Intuit Inc

Technology
-134
- 15.16%
$602.01 - $706.25 $80.7K - $94.6K
750 $471M
EFX
Equifax Inc

Industrials
-5
- 0.27%
$245.03 - $293.5 $1.23K - $1.47K
1.87K $475M
XYL
Xylem Inc.

Industrials
-126
- 4.05%
$116.02 - $137.45 $14.6K - $17.3K
2.98K $346M
Activity Summary
Buys All Purchases 145 New Holdings 28 Increased Positions 117 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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