Everpar Advisors LLC Portfolio Holdings
Everpar Advisors LLC
- $200 Billion
- Q2 2024
Everpar Advisors LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $200 Billion distributed in 263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.57B, Microsoft Corp with a value of $9.11B, Nvidia Corp with a value of $7.09B, Jpmorgan Chase & CO with a value of $6.7B, and Amazon Com Inc with a value of $4.3B.
Examining the 13F form we can see an increase of $35.3B in the current position value, from $164B to 200B.
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
$200 Billion
Technology: $50.8 Billion
Financial Services: $27 Billion
ETFs: $22.2 Billion
Industrials: $17.9 Billion
Healthcare: $17.5 Billion
Consumer Cyclical: $14.2 Billion
Energy: $13 Billion
Consumer Defensive: $12.1 Billion
Other: $21.9 Billion
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 263
- Current Value $200 Billion
- Prior Value $164 Billion
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 45 stocks
- Additional Purchases 165 stocks
- Sold out of 0 stocks
- Reduced holdings in 46 stocks