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
$1.19T
$320 Million 0.15% of portfolio
1,411
Q2 2025 Reduced 1.47%
$8.82B
$331 Million 0.15% of portfolio
2,575
Q2 2025 Reduced 1.64%
$65.2B
$326 Million 0.15% of portfolio
7,522
Q2 2025 Added 1.36%
$173B
$338 Million 0.15% of portfolio
5,504
Q2 2025 Reduced 14.29%
$53.1B
$333 Million 0.15% of portfolio
1,076
Q2 2025 Added 1.8%
$143B
$335 Million 0.15% of portfolio
1,455
Q2 2025 Added 6.2%
$38.4B
$326 Million 0.15% of portfolio
1,088
Q2 2025 Added 5.84%
$140B
$334 Million 0.15% of portfolio
3,012
Q2 2025 New
$40.9B
$329 Million 0.15% of portfolio
4,680
Q2 2025 Added 6.51%
$169B
$298 Million 0.14% of portfolio
3,268
Q2 2025 Added 8.32%
$23.4B
$317 Million 0.14% of portfolio
4,185
Q2 2025 Added 5.44%
$17.4B
$318 Million 0.14% of portfolio
5,856
Q2 2025 Reduced 3.83%
$26.1B
$302 Million 0.14% of portfolio
2,172
Q2 2025 Added 7.52%
$92.2B
$299 Million 0.14% of portfolio
596
Q2 2025 Reduced 5.1%
$148B
$312 Million 0.14% of portfolio
789
Q2 2025 Reduced 4.59%
$167B
$314 Million 0.14% of portfolio
774
Q2 2025 Added 1.57%
$156B
$279 Million 0.13% of portfolio
4,046
Q2 2025 Reduced 1.68%
$62.1B
$277 Million 0.13% of portfolio
3,445
Q2 2025 Reduced 1.71%
$139B
$287 Million 0.13% of portfolio
374
Q2 2025 Added 2.47%
$59.9B
$296 Million 0.13% of portfolio
1,108
Q2 2025 Added 5.62%
$116B
$296 Million 0.13% of portfolio
1,023
Q2 2025 Added 39.95%
$7.45B
$283 Million 0.13% of portfolio
2,230
Q2 2025 Reduced 4.86%
$42.8B
$293 Million 0.13% of portfolio
3,315
Q2 2025 Reduced 2.18%
$240B
$293 Million 0.13% of portfolio
918
Q2 2025 Added 17.24%
$108B
$268 Million 0.12% of portfolio
2,924
Q2 2025 Reduced 24.21%
$72.9B
$262 Million 0.12% of portfolio
1,677
Q2 2025 Added 11.58%
$92.5B
$269 Million 0.12% of portfolio
813
Q2 2025 Reduced 11.34%
$15.3B
$259 Million 0.12% of portfolio
1,534
Q2 2025 Reduced 1.54%
$124B
$259 Million 0.12% of portfolio
560
Q2 2025 Added 11.11%
$31.4B
$270 Million 0.12% of portfolio
4,308
Q2 2025 Added 1.65%
$4.94B
$271 Million 0.12% of portfolio
3,055
Q2 2025 Reduced 4.47%
$26.5B
$263 Million 0.12% of portfolio
1,617
Q2 2025 Reduced 14.67%
$91B
$265 Million 0.12% of portfolio
3,735
Q2 2025 New
$61.2B
$271 Million 0.12% of portfolio
517
Q2 2025 Added 15.92%
$16.8B
$254 Million 0.12% of portfolio
567
Q2 2025 Added 14.08%
$76.6B
$242 Million 0.11% of portfolio
1,298
Q2 2025 New
$52B
$239 Million 0.11% of portfolio
1,642
Q2 2025 New
$25.6B
$236 Million 0.11% of portfolio
4,505
Q2 2025 New
$95.7B
$233 Million 0.11% of portfolio
10,393
Q2 2025 Reduced 5.71%
$81.1B
$248 Million 0.11% of portfolio
1,279
Q2 2025 New
$6.93B
$233 Million 0.11% of portfolio
478
Q2 2025 Reduced 1.44%
$71.6B
$234 Million 0.11% of portfolio
63
Q2 2025 Reduced 8.7%
$160B
$239 Million 0.11% of portfolio
1,028
Q2 2025 New
$64.1B
$234 Million 0.11% of portfolio
3,198
Q2 2025 New
$37.3B
$236 Million 0.11% of portfolio
4,807
Q2 2025 New
$90.8B
$248 Million 0.11% of portfolio
2,105
Q2 2025 Reduced 1.13%
$68.3B
$250 Million 0.11% of portfolio
1,118
Q2 2025 New
$7.74B
$249 Million 0.11% of portfolio
908
Q2 2025 Reduced 6.87%
$19.2B
$231 Million 0.11% of portfolio
1,315
Q2 2025 New

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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