Everpar Advisors LLC Portfolio Holdings

Everpar Advisors LLC

  • $188 Billion
  • Q1 2025

Everpar Advisors LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $7.94B, Apple Inc. with a value of $7.39B, Microsoft Corp with a value of $6.94B, Ishares Core S&P 500 ETF with a value of $6.01B, and Nvidia Corp with a value of $5.17B.

Examining the 13F form we can see an decrease of $9.98B in the current position value, from $198B to 188B.

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 $188 Billion
Technology: $37.6 Billion
Financial Services: $28.3 Billion
ETFs: $28.3 Billion
Healthcare: $15.3 Billion
Industrials: $14.4 Billion
Consumer Cyclical: $14.1 Billion
Consumer Defensive: $12.6 Billion
Energy: $12.5 Billion
Other: $21.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.4B
$770 Million 0.41% of portfolio
10,818
Q1 2025 Reduced 9.12%
$83.8B
$757 Million 0.4% of portfolio
1,246
Q1 2025 Reduced 6.95%
$19.3B
$745 Million 0.4% of portfolio
1,329
Q1 2025 Reduced 10.38%
$119B
$749 Million 0.4% of portfolio
4,393
Q1 2025 Reduced 3.94%
Morgan Stanley Direct Lendin
-
$719 Million 0.38% of portfolio
-
Q1 2025 Added 38.73%
$30.2B
$724 Million 0.38% of portfolio
2,212
Q1 2025 Reduced 9.05%
$100B
$701 Million 0.37% of portfolio
11,493
Q1 2025 Reduced 5.37%
$155B
$688 Million 0.37% of portfolio
2,207
Q1 2025 Added 7.03%
$284B
$689 Million 0.37% of portfolio
4,339
Q1 2025 Reduced 3.66%
$0
$690 Million 0.37% of portfolio
3,994
Q1 2025 Added 0.15%
$23B
$687 Million 0.36% of portfolio
1,380
Q1 2025 Reduced 6.38%
$64B
$684 Million 0.36% of portfolio
7,871
Q1 2025 Reduced 0.03%
$58B
$679 Million 0.36% of portfolio
2,868
Q1 2025 Added 0.07%
$53.3B
$681 Million 0.36% of portfolio
10,816
Q1 2025 Reduced 7.42%
$355B
$652 Million 0.35% of portfolio
15,620
Q1 2025 Reduced 7.66%
$96.2B
$651 Million 0.35% of portfolio
4,659
Q1 2025 Reduced 4.04%
$74.1B
$637 Million 0.34% of portfolio
2,568
Q1 2025 Reduced 6.52%
$0
$635 Million 0.34% of portfolio
6,840
Q1 2025 Added 21.26%
$210B
$650 Million 0.34% of portfolio
141
Q1 2025 Added 2.92%
$181B
$615 Million 0.33% of portfolio
1,242
Q1 2025 Reduced 8.0%
$0
$630 Million 0.33% of portfolio
2,450
Q2 2024 Added 32.43%
$156B
$600 Million 0.32% of portfolio
2,120
Q1 2025 Reduced 0.93%
$74.4B
$589 Million 0.31% of portfolio
3,285
Q1 2025 Reduced 1.65%
$54.1B
$581 Million 0.31% of portfolio
1,201
Q1 2025 Reduced 6.61%
Cooper Cos Inc
-
$579 Million 0.31% of portfolio
-
Q1 2025 Reduced 14.78%
$115B
$565 Million 0.3% of portfolio
6,287
Q1 2025 Reduced 2.18%
$3.88B
$573 Million 0.3% of portfolio
7,581
Q1 2025 Reduced 0.3%
$27.8B
$557 Million 0.3% of portfolio
10,306
Q1 2025 Added 3.26%
$0
$564 Million 0.3% of portfolio
16,886
Q1 2025 Added 1.2%
$11.3B
$552 Million 0.29% of portfolio
1,735
Q1 2025 Reduced 2.42%
$21.3B
$540 Million 0.29% of portfolio
3,494
Q1 2025 Reduced 9.11%
Arista Networks Inc
-
$540 Million 0.29% of portfolio
-
Q1 2025 Reduced 7.99%
$13.1B
$540 Million 0.29% of portfolio
2,957
Q1 2025 Reduced 12.95%
$220B
$539 Million 0.29% of portfolio
7,333
Q1 2025 Reduced 2.54%
$433B
$519 Million 0.28% of portfolio
549
Q1 2025 Reduced 1.08%
$168B
$525 Million 0.28% of portfolio
7,208
Q1 2025 Added 2.72%
$132B
$525 Million 0.28% of portfolio
1,932
Q1 2025 Reduced 18.38%
$263B
$534 Million 0.28% of portfolio
1,990
Q1 2025 Added 1.69%
$60.5B
$525 Million 0.28% of portfolio
3,076
Q1 2025 Reduced 10.16%
$128B
$520 Million 0.28% of portfolio
1,703
Q1 2025 Reduced 13.51%
$275B
$522 Million 0.28% of portfolio
7,272
Q1 2025 Added 1.0%
$63.4B
$521 Million 0.28% of portfolio
12,343
Q1 2025 Reduced 9.73%
$232B
$529 Million 0.28% of portfolio
3,986
Q1 2025 Added 34.8%
$178B
$527 Million 0.28% of portfolio
3,516
Q1 2025 Added 15.89%
$15.5B
$513 Million 0.27% of portfolio
16,175
Q1 2025 Reduced 11.68%
$53.6B
$517 Million 0.27% of portfolio
2,498
Q1 2025 Added 3.44%
$216B
$505 Million 0.27% of portfolio
822
Q1 2025 Added 9.6%
$14.1B
$480 Million 0.26% of portfolio
945
Q1 2025 Reduced 7.08%
$107B
$492 Million 0.26% of portfolio
2,018
Q1 2025 Reduced 7.56%

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $188 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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