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
$71.4B
$244 Million 0.11% of portfolio
7,476
Q2 2025 Reduced 25.48%
$63.7B
$216 Million 0.1% of portfolio
7,332
Q2 2025 New
$29.7B
$221 Million 0.1% of portfolio
1,404
Q2 2025 Added 4.62%
$55.3B
$221 Million 0.1% of portfolio
1,669
Q2 2025 New
$236B
$227 Million 0.1% of portfolio
1,600
Q2 2025 New
$7.05B
$218 Million 0.1% of portfolio
2,231
Q2 2025 Reduced 0.04%
$40.9B
$223 Million 0.1% of portfolio
1,234
Q2 2025 Reduced 7.5%
$23.5B
$222 Million 0.1% of portfolio
4,450
Q2 2025 New
$71.8B
$227 Million 0.1% of portfolio
1,894
Q2 2025 Reduced 5.21%
$80.2B
$213 Million 0.1% of portfolio
427
Q2 2025 Added 7.29%
$26.6B
$205 Million 0.09% of portfolio
14,722
Q2 2025 Reduced 3.99%
$36.3B
$205 Million 0.09% of portfolio
3,554
Q2 2025 New
$85.5B
$204 Million 0.09% of portfolio
2,745
Q2 2025 Reduced 26.05%
$17.7B
$200 Million 0.09% of portfolio
2,275
Q2 2025 New
$5.72B
$203 Million 0.09% of portfolio
1,680
Q2 2025 Reduced 2.78%
$8.14B
$208 Million 0.09% of portfolio
1,833
Q2 2025 New
$8.4B
$170 Million 0.08% of portfolio
16,131
Q2 2025 Added 29.36%
$562M
$98.2 Million 0.04% of portfolio
23,000
Q4 2023 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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