Everpar Advisors LLC Portfolio Holdings

Everpar Advisors LLC

  • $220 Billion
  • Q2 2025

Everpar Advisors LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.2B, Jpmorgan Chase & CO with a value of $9.52B, Ishares Core S&P 500 ETF with a value of $9.2B, Nvidia Corp with a value of $8.58B, and Apple Inc. with a value of $6.89B.

Examining the 13F form we can see an increase of $31.7B in the current position value, from $188B to 220B.

Everpar Advisors LLC is based out at Tulsa, OK

Below you can find more details about Everpar Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $220 Billion
Technology: $49.6 Billion
ETFs: $40 Billion
Financial Services: $30.9 Billion
Industrials: $16.8 Billion
Consumer Cyclical: $15.8 Billion
Communication Services: $14.5 Billion
Healthcare: $14.3 Billion
Consumer Defensive: $12.2 Billion
Other: $21.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$60.9B
$772 Million 0.35% of portfolio
3,017
Q2 2025 Added 5.2%
$144B
$744 Million 0.34% of portfolio
2,083
Q2 2025 Added 7.82%
$138B
$752 Million 0.34% of portfolio
3,388
Q2 2025 Added 0.09%
$25.2B
$759 Million 0.34% of portfolio
1,481
Q2 2025 Added 7.32%
$222B
$746 Million 0.34% of portfolio
2,553
Q2 2025 Added 0.59%
$212B
$727 Million 0.33% of portfolio
923
Q2 2025 Added 12.29%
$293B
$701 Million 0.32% of portfolio
5,140
Q2 2025 Added 42.82%
$79.7B
$679 Million 0.31% of portfolio
3,644
Q2 2025 Reduced 2.38%
$62.1B
$687 Million 0.31% of portfolio
8,032
Q2 2025 Added 2.05%
$317B
$678 Million 0.31% of portfolio
8,467
Q2 2025 Added 16.43%
$183B
$689 Million 0.31% of portfolio
1,267
Q2 2025 Added 2.01%
$52.5B
$681 Million 0.31% of portfolio
9,142
Q2 2025 Reduced 15.48%
$159B
$659 Million 0.3% of portfolio
2,360
Q2 2025 Added 6.93%
$434B
$640 Million 0.29% of portfolio
646
Q2 2025 Added 17.67%
$219B
$640 Million 0.29% of portfolio
5,160
Q2 2025 Added 3.22%
$116B
$646 Million 0.29% of portfolio
4,321
Q2 2025 Reduced 7.25%
$214B
$619 Million 0.28% of portfolio
1,594
Q2 2025 Added 14.68%
$57.1B
$618 Million 0.28% of portfolio
3,022
Q2 2025 Reduced 1.76%
$170B
$606 Million 0.28% of portfolio
3,308
Q2 2025 Added 22.11%
$79.1B
$626 Million 0.28% of portfolio
2,532
Q2 2025 Reduced 1.4%
$15.8B
$584 Million 0.27% of portfolio
10,829
Q2 2025 Reduced 1.68%
$21.8B
$590 Million 0.27% of portfolio
1,029
Q2 2025 Reduced 22.57%
$57.5B
$602 Million 0.27% of portfolio
1,128
Q2 2025 Reduced 6.08%
$231B
$602 Million 0.27% of portfolio
4,423
Q2 2025 Added 10.96%
$69.9B
$565 Million 0.26% of portfolio
12,482
Q2 2025 Added 1.13%
$27.5B
$582 Million 0.26% of portfolio
10,316
Q2 2025 Added 0.1%
$21.7B
$574 Million 0.26% of portfolio
3,725
Q2 2025 Added 6.61%
$4.01B
$545 Million 0.25% of portfolio
7,581
Q1 2025 Reduced 0.3%
$119B
$555 Million 0.25% of portfolio
6,372
Q2 2025 Added 1.35%
$83.7B
$546 Million 0.25% of portfolio
1,871
Q2 2025 Added 7.78%
$287B
$540 Million 0.25% of portfolio
2,098
Q2 2025 Added 12.43%
$102B
$559 Million 0.25% of portfolio
1,097
Q1 2025 Added 28.15%
$15.3B
$546 Million 0.25% of portfolio
15,864
Q2 2025 Reduced 1.92%
$126B
$529 Million 0.24% of portfolio
1,715
Q2 2025 Added 0.7%
$243B
$529 Million 0.24% of portfolio
747
Q2 2025 Reduced 9.23%
$12.8B
$523 Million 0.24% of portfolio
2,903
Q2 2025 Reduced 1.83%
$76.4B
$533 Million 0.24% of portfolio
1,978
Q2 2025 Added 1.33%
$222B
$503 Million 0.23% of portfolio
7,201
Q2 2025 Reduced 1.8%
$254B
$515 Million 0.23% of portfolio
1,746
Q2 2025 Added 1.75%
$53B
$502 Million 0.23% of portfolio
2,494
Q2 2025 Reduced 0.16%
$171B
$501 Million 0.23% of portfolio
1,294
Q2 2025 Added 13.11%
$101B
$514 Million 0.23% of portfolio
11,104
Q2 2025 Reduced 3.38%
$260B
$489 Million 0.22% of portfolio
1,793
Q2 2025 Reduced 9.9%
$145B
$477 Million 0.22% of portfolio
1,788
Q2 2025 Reduced 15.66%
$194B
$474 Million 0.22% of portfolio
16,377
Q2 2025 Added 9.19%
$30.2B
$489 Million 0.22% of portfolio
18,767
Q2 2025 Reduced 0.47%
$169B
$464 Million 0.21% of portfolio
5,449
Q2 2025 Added 5.52%
$14.5B
$452 Million 0.21% of portfolio
4,191
Q2 2025 Reduced 2.56%
$44.9B
$463 Million 0.21% of portfolio
8,808
Q2 2025 Added 1.85%

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $220 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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