Everpar Advisors LLC Portfolio Holdings

Everpar Advisors LLC

  • $253 Billion
  • Q3 2025

Everpar Advisors LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $253 Billion distributed in 276 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $12.4B, Microsoft Corp with a value of $11.2B, Nvidia Corp with a value of $11.1B, Jpmorgan Chase & CO with a value of $10.4B, and Apple Inc. with a value of $9.64B.

Examining the 13F form we can see an increase of $32.8B in the current position value, from $220B to 253B.

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 $253 Billion
Technology: $58.5 Billion
ETFs: $53.2 Billion
Financial Services: $32.1 Billion
Industrials: $18.6 Billion
Consumer Cyclical: $17.6 Billion
Communication Services: $16.2 Billion
Healthcare: $15.6 Billion
Energy: $12.5 Billion
Other: $22.5 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.21B
$1.51 Billion 0.6% of portfolio
78,663
Q3 2025 Added 0.01%
$6.39B
$1.09 Billion 0.43% of portfolio
15,896
Q3 2025 Added 1.98%
$4.37B
$679 Million 0.27% of portfolio
26,029
Q3 2025 Reduced 6.29%
$4.34B
$614 Million 0.24% of portfolio
7,581
Q1 2025 Reduced 0.3%
$8.38B
$550 Million 0.22% of portfolio
11,692
Q3 2025 Reduced 3.54%
$7.56B
$324 Million 0.13% of portfolio
2,521
Q3 2025 Reduced 5.9%
$5.6B
$303 Million 0.12% of portfolio
2,925
Q3 2025 Reduced 4.26%
$7.9B
$302 Million 0.12% of portfolio
2,386
Q3 2025 Reduced 7.34%
$6.31B
$267 Million 0.11% of portfolio
2,458
Q3 2025 Reduced 21.32%
$6.96B
$268 Million 0.11% of portfolio
1,867
Q3 2025 Reduced 22.72%
$7.73B
$245 Million 0.1% of portfolio
818
Q3 2025 Reduced 9.91%
$7.03B
$249 Million 0.1% of portfolio
2,231
Q2 2025 Reduced 0.04%
$8.06B
$229 Million 0.09% of portfolio
1,769
Q3 2025 Reduced 3.49%
$5.93B
$213 Million 0.08% of portfolio
1,974
Q3 2025 New
$9.26B
$181 Million 0.07% of portfolio
13,735
Q3 2025 Reduced 14.85%

Summary

  • Portfolio
  • No. of Stocks 276
  • Current Value $253 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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