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
$176B
$462 Million 0.21% of portfolio
1,546
Q2 2025 Added 38.04%
$106B
$468 Million 0.21% of portfolio
2,140
Q2 2025 Added 6.05%
$103B
$454 Million 0.21% of portfolio
2,052
Q2 2025 Reduced 2.38%
$33.6B
$465 Million 0.21% of portfolio
1,325
Q2 2025 Reduced 2.79%
$177B
$467 Million 0.21% of portfolio
2,248
Q2 2025 Reduced 15.2%
$28.8B
$445 Million 0.2% of portfolio
4,025
Q2 2025 Reduced 1.61%
$35.2B
$451 Million 0.2% of portfolio
821
Q2 2025 Added 4.19%
$13B
$434 Million 0.2% of portfolio
3,008
Q2 2025 Added 40.89%
$16.7B
$438 Million 0.2% of portfolio
1,422
Q2 2025 Reduced 4.82%
$31.9B
$438 Million 0.2% of portfolio
1,687
Q2 2025 Reduced 0.06%
$6.64B
$443 Million 0.2% of portfolio
12,121
Q2 2025 Reduced 3.31%
$39.1B
$448 Million 0.2% of portfolio
245
Q2 2025 Added 0.41%
$153B
$420 Million 0.19% of portfolio
826
Q2 2025 Added 66.87%
$15.7B
$410 Million 0.19% of portfolio
929
Q2 2025 Reduced 1.69%
$11.9B
$425 Million 0.19% of portfolio
1,458
Q2 2025 Reduced 15.97%
$244B
$412 Million 0.19% of portfolio
2,922
Q2 2025 Added 4.84%
$84B
$418 Million 0.19% of portfolio
816
Q2 2025 Added 4.35%
$102B
$396 Million 0.18% of portfolio
2,157
Q2 2025 Added 30.73%
$6.67B
$386 Million 0.18% of portfolio
3,124
Q2 2025 Reduced 2.1%
$99.6B
$398 Million 0.18% of portfolio
1,445
Q2 2025 Reduced 10.19%
$102B
$391 Million 0.18% of portfolio
895
Q2 2025 Added 14.74%
$281B
$364 Million 0.17% of portfolio
1,167
Q2 2025 Added 29.38%
$55.3B
$368 Million 0.17% of portfolio
974
Q2 2025 Added 2.31%
$7.23B
$373 Million 0.17% of portfolio
2,416
Q2 2025 Reduced 5.07%
$168B
$374 Million 0.17% of portfolio
27,252
Q2 2025 Reduced 2.41%
$12.5B
$376 Million 0.17% of portfolio
1,756
Q2 2025 Added 10.65%
$59.6B
$363 Million 0.17% of portfolio
3,681
Q2 2025 Added 5.29%
$64.5B
$383 Million 0.17% of portfolio
1,357
Q2 2025 Reduced 8.12%
$37.8B
$375 Million 0.17% of portfolio
5,506
Q2 2025 Added 1.62%
$139B
$369 Million 0.17% of portfolio
3,195
Q2 2025 Reduced 8.14%
$187B
$365 Million 0.17% of portfolio
2,768
Q2 2025 Reduced 21.27%
$147B
$355 Million 0.16% of portfolio
5,119
Q2 2025 Added 7.93%
$121B
$353 Million 0.16% of portfolio
792
Q2 2025 Added 5.88%
$8.03B
$353 Million 0.16% of portfolio
2,679
Q2 2025 Reduced 1.76%
$41.9B
$351 Million 0.16% of portfolio
2,372
Q2 2025 Added 2.46%
$103B
$357 Million 0.16% of portfolio
487
Q2 2025 Added 14.86%
$82.7B
$353 Million 0.16% of portfolio
2,650
Q2 2025 Reduced 8.11%
$87.6B
$361 Million 0.16% of portfolio
2,175
Q2 2025 Added 18.85%
$157B
$342 Million 0.16% of portfolio
9,573
Q2 2025 Added 15.9%
$0
$348 Million 0.16% of portfolio
16,565
Q2 2025 Reduced 4.05%
$87.3B
$361 Million 0.16% of portfolio
2,368
Q2 2025 Added 9.68%
$86.9B
$352 Million 0.16% of portfolio
1,427
Q2 2025 Added 2.44%
$84.5B
$351 Million 0.16% of portfolio
5,088
Q2 2025 Reduced 7.17%
$20.2B
$354 Million 0.16% of portfolio
13,967
Q2 2025 Reduced 0.43%
$14.6B
$325 Million 0.15% of portfolio
2,955
Q2 2025 Reduced 2.89%
$104B
$335 Million 0.15% of portfolio
5,708
Q2 2025 Added 12.94%
$194B
$331 Million 0.15% of portfolio
322
Q2 2025 New
$87.2B
$338 Million 0.15% of portfolio
1,079
Q2 2025 Added 4.96%
$144B
$324 Million 0.15% of portfolio
1,641
Q2 2025 Reduced 10.13%

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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