Everpar Advisors LLC Portfolio Holdings
Everpar Advisors LLC
- $193 Billion
- Q3 2024
Everpar Advisors LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.18B, Apple Inc. with a value of $7.25B, Jpmorgan Chase & CO with a value of $6.78B, Nvidia Corp with a value of $6.02B, and Oneok Inc with a value of $4.63B.
Examining the 13F form we can see an decrease of $6.4B in the current position value, from $200B to 193B.
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
$193 Billion
Technology: $44.3 Billion
Financial Services: $26.3 Billion
ETFs: $22.4 Billion
Industrials: $19.2 Billion
Healthcare: $16.7 Billion
Consumer Cyclical: $14.2 Billion
Energy: $12.2 Billion
Consumer Defensive: $12.2 Billion
Other: $22.3 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 259
- Current Value $193 Billion
- Prior Value $200 Billion
- Filing
- Period Q3 2024
- Filing Date October 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 172 stocks