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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$10.2 Billion 4.63% of portfolio
20,483
Q2 2025 Added 10.81%
$914B
$9.52 Billion 4.33% of portfolio
32,839
Q2 2025 Added 1.45%
$0
$9.2 Billion 4.18% of portfolio
14,810
Q2 2025 Added 38.46%
$424B
$8.58 Billion 3.9% of portfolio
54,276
Q2 2025 Added 13.88%
$3.84T
$6.89 Billion 3.13% of portfolio
33,597
Q2 2025 Added 1.05%
$2.36T
$5 Billion 2.27% of portfolio
22,770
Q2 2025 Added 2.67%
$1.75T
$4.56 Billion 2.07% of portfolio
6,178
Q2 2025 Added 0.77%
$0
$4.32 Billion 1.96% of portfolio
106,172
Q2 2025 Added 24.65%
$32.6B
$4.1 Billion 1.86% of portfolio
50,174
Q2 2025 Reduced 0.22%
$0
$3.88 Billion 1.76% of portfolio
98,333
Q2 2025 Added 23.67%
$140B
$3.6 Billion 1.64% of portfolio
13,059
Q2 2025 Added 6.81%
$15.7B
$3.55 Billion 1.61% of portfolio
63,483
Q2 2025 Added 0.36%
$0
$3.23 Billion 1.47% of portfolio
52,133
Q2 2025 Added 24.82%
$1.34T
$2.9 Billion 1.32% of portfolio
9,127
Q2 2025 Added 8.41%
$813B
$2.58 Billion 1.17% of portfolio
11,794
Q2 2025 Added 1.6%
$547B
$2.49 Billion 1.13% of portfolio
1,861
Q2 2025 Added 3.22%
$283B
$2.17 Billion 0.99% of portfolio
22,180
Q2 2025 Added 10.12%
$0
$2.12 Billion 0.96% of portfolio
11,579
Q2 2025 Added 35.68%
$0
$1.94 Billion 0.88% of portfolio
3,141
Q2 2025 Added 6.73%
$1.5T
$1.87 Billion 0.85% of portfolio
10,593
Q2 2025 Added 8.66%
$722B
$1.75 Billion 0.79% of portfolio
2,241
Q2 2025 Reduced 10.43%
$571B
$1.71 Billion 0.78% of portfolio
3,045
Q2 2025 Reduced 4.19%
$313B
$1.69 Billion 0.77% of portfolio
11,813
Q2 2025 Reduced 5.73%
$278B
$1.64 Billion 0.75% of portfolio
23,636
Q2 2025 Reduced 1.15%
$90.8B
$1.63 Billion 0.74% of portfolio
4,746
Q2 2025 Added 0.53%
$463B
$1.63 Billion 0.74% of portfolio
10,666
Q2 2025 Added 4.32%
$2.51B
$1.49 Billion 0.68% of portfolio
78,657
Q2 2024 Added 0.01%
$0
$1.42 Billion 0.64% of portfolio
4,664
Q2 2025 Added 9.72%
$480B
$1.41 Billion 0.64% of portfolio
13,066
Q2 2025 Reduced 8.06%
$50.4B
$1.36 Billion 0.62% of portfolio
1,308
Q2 2025 Added 0.38%
$566B
$1.31 Billion 0.6% of portfolio
3,701
Q2 2025 Added 6.97%
$55.3B
$1.21 Billion 0.55% of portfolio
11,683
Q2 2025 Added 0.24%
$0
$1.21 Billion 0.55% of portfolio
27,933
Q2 2025 Added 36.86%
$290B
$1.12 Billion 0.51% of portfolio
15,874
Q2 2025 Reduced 19.87%
$233B
$1.03 Billion 0.47% of portfolio
7,066
Q2 2025 Reduced 0.62%
$380B
$998 Million 0.45% of portfolio
6,261
Q2 2025 Reduced 4.49%
$0
$992 Million 0.45% of portfolio
9,009
Q2 2025 Added 31.71%
$644B
$1 Billion 0.45% of portfolio
2,058
Q2 2025 Added 5.48%
$427B
$953 Million 0.43% of portfolio
2,599
Q2 2025 Added 11.88%
$186B
$944 Million 0.43% of portfolio
5,927
Q2 2025 Reduced 9.47%
$119B
$934 Million 0.42% of portfolio
10,413
Q2 2025 Added 138.72%
$184B
$899 Million 0.41% of portfolio
9,639
Q2 2025 Added 33.73%
$390B
$897 Million 0.41% of portfolio
4,834
Q2 2025 Added 1.3%
$71.9B
$910 Million 0.41% of portfolio
14,484
Q2 2025 Reduced 0.54%
$5.66B
$864 Million 0.39% of portfolio
15,588
Q2 2025 Added 231.87%
$86.1B
$849 Million 0.39% of portfolio
12,591
Q2 2025 Added 2.25%
$94.9B
$864 Million 0.39% of portfolio
1,237
Q2 2025 Reduced 0.72%
$4.55B
$854 Million 0.39% of portfolio
27,776
Q1 2025 Reduced 5.11%
$186B
$842 Million 0.38% of portfolio
19,465
Q2 2025 Reduced 2.98%

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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