The Analysis of EVERPAR ADVISORS LLC's Holdings
Currently, EVERPAR ADVISORS LLC holds 268 types of securities in its portfolio with a total value $269.6M. In the most recent quarter, they have increased their positions in IVV (+7.6K shares, valued at $5.2M), SPYG (+33.5K shares, valued at $3.6M), LRGF (+37.3K shares, valued at $2.6M); decreased their positions in CGGR (-62.5K shares, valued at $2.8M), CGDV (-58.9K shares, valued at $2.6M), IJH (-27.4K shares, valued at $1.8M); initiated new positions in SPYG (+33.5K shares, valued at $3.6M), LRGF (+37.3K shares, valued at $2.6M), FTEC (+7.9K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR26.2K shares41.22%2025-12-312026-01-07
NVDA NVIDIA CORPORATION65.9K shares10.45%2025-12-312026-01-07 AAPL APPLE INC41.8K shares10.37%2025-12-312026-01-07 MSFT MICROSOFT CORP23.0K shares6.55%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.33.9K shares2.75%2025-12-312026-01-07 AMZN AMAZON COM INC25.9K shares6.20%2025-12-312026-01-07 BROADCOM INC BROADCOM INC15.1K shares9.36%2025-12-312026-01-07 ALPHABET INC ALPHABET INC15.8K shares9.57%2025-12-312026-01-07 TSN TYSON FOODS INC81.2K shares27.16%2025-12-312026-01-07 ALPHABET INC ALPHABET INC14.5K shares18.88%2025-12-312026-01-07 TSLA TESLA INC10.0K shares5.21%2025-12-312026-01-07 META META PLATFORMS INC6.4K shares7.46%2025-12-312026-01-07 OKE ONEOK INC NEW56.6K shares-1.73%2025-12-312026-01-07 SPYG SPDR SERIES TRUST33.5K sharesnew addition2025-12-312026-01-07 LLY ELI LILLY & CO3.0K shares10.99%2025-12-312026-01-07 DYNF BLACKROCK ETF TRUST50.1K shares288.63%2025-12-312026-01-07 WMT WALMART INC27.0K shares17.98%2025-12-312026-01-07 VUG VANGUARD INDEX FDS5.7K shares233.94%2025-12-312026-01-07 VTV VANGUARD INDEX FDS13.9K shares267.30%2025-12-312026-01-07 CGGR CAPITAL GROUP GROWTH ETF58.8K shares-51.53%2025-12-312026-01-07 LRGF ISHARES TR37.3K sharesnew addition2025-12-312026-01-07 RTX RTX CORPORATION13.9K shares-1.80%2025-12-312026-01-07 CGDV CAPITAL GROUP DIVIDEND VALUE55.9K shares-51.29%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON11.3K shares-0.89%2025-12-312026-01-07 ORCL ORACLE CORP12.0K shares0.44%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR3.3K shares2.14%2025-12-312026-01-07 IJH ISHARES TR33.1K shares-45.29%2025-12-312026-01-07 CSCO CISCO SYS INC27.4K shares11.22%2025-12-312026-01-07 CVX CHEVRON CORP NEW12.2K shares-4.84%2025-12-312026-01-07 XOM EXXON MOBIL CORP14.9K shares0.78%2025-12-312026-01-07 FTEC FIDELITY COVINGTON TRUST7.9K sharesnew addition2025-12-312026-01-07 MA MASTERCARD INCORPORATED3.0K shares-0.98%2025-12-312026-01-07 VTI VANGUARD INDEX FDS4.7K shares0.28%2025-12-312026-01-07 NFLX NETFLIX INC16.4K shares902.50%2025-12-312026-01-07 V VISA INC4.3K shares12.87%2025-12-312026-01-07 QUAL ISHARES TR7.5K shares-47.24%2025-12-312026-01-07 SFNC SIMMONS 1ST NATL CORP78.7K shares0.00%2025-12-312026-01-07 ABBV ABBVIE INC6.3K shares15.41%2025-12-312026-01-07 SHW SHERWIN WILLIAMS CO4.4K shares-4.71%2025-12-312026-01-07 MTUM ISHARES TR5.3K shares190.38%2025-12-312026-01-07 GWW WW GRAINGER INC1.3K shares0.46%2025-12-312026-01-07 BSCU INVESCO EXCH TRD SLF IDX FD75.9K shares3.71%2025-12-312026-01-07 BSCS INVESCO EXCH TRD SLF IDX FD61.3K shares3.80%2025-12-312026-01-07 BSCT INVESCO EXCH TRD SLF IDX FD67.1K shares3.69%2025-12-312026-01-07 BSCR INVESCO EXCH TRD SLF IDX FD64.0K shares3.99%2025-12-312026-01-07 BSCQ INVESCO EXCH TRD SLF IDX FD64.4K shares4.25%2025-12-312026-01-07 BSCV INVESCO EXCH TRD SLF IDX FD72.8K shares6.17%2025-12-312026-01-07 AEP AMERICAN ELEC PWR CO INC10.4K shares-13.28%2025-12-312026-01-07 BAC BANK AMERICA CORP19.6K shares12.05%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC5.9K shares15.44%2025-12-312026-01-07 QCOM QUALCOMM INC5.9K shares9.27%2025-12-312026-01-07 CAT CATERPILLAR INC1.7K shares14.46%2025-12-312026-01-07 WMB WILLIAMS COS INC16.6K shares15.51%2025-12-312026-01-07 MU MICRON TECHNOLOGY INC3.4K shares78.11%2025-12-312026-01-07 TJX TJX COS INC NEW6.3K shares-1.55%2025-12-312026-01-07 NSC NORFOLK SOUTHN CORP3.2K shares3.20%2025-12-312026-01-07 PH PARKER-HANNIFIN CORP1.0K shares-14.44%2025-12-312026-01-07 GS GOLDMAN SACHS GROUP INC1.0K shares34.66%2025-12-312026-01-07 BSCW INVESCO EXCH TRD SLF IDX FD42.4K sharesnew addition2025-12-312026-01-07 KO COCA COLA CO12.6K shares-19.11%2025-12-312026-01-07 WFC WELLS FARGO CO NEW9.4K shares-3.75%2025-12-312026-01-07 AMAT APPLIED MATLS INC3.4K shares0.95%2025-12-312026-01-07 BA BOEING CO3.8K shares-12.70%2025-12-312026-01-07 MCD MCDONALDS CORP2.6K shares-3.41%2025-12-312026-01-07 COF CAPITAL ONE FINL CORP3.3K shares-9.87%2025-12-312026-01-07 LOW LOWES COS INC3.2K shares-1.40%2025-12-312026-01-07 VV VANGUARD INDEX FDS2.5K shares0.00%2025-12-312026-01-07 TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares74.98%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE2.4K shares5.06%2025-12-312026-01-07 TMO THERMO FISHER SCIENTIFIC INC1.3K shares28.46%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO5.1K shares-13.25%2025-12-312026-01-07 PM PHILIP MORRIS INTL INC4.5K shares4.26%2025-12-312026-01-07 BKNG BOOKING HOLDINGS INC134 shares-3.60%2025-12-312026-01-07 DIS DISNEY WALT CO6.3K shares16.90%2025-12-312026-01-07 HD HOME DEPOT INC2.0K shares-28.06%2025-12-312026-01-07 CGUS CAPITAL GROUP CORE EQUITY ET17.0K shares0.00%2025-12-312026-01-07 PEP PEPSICO INC4.8K shares26.04%2025-12-312026-01-07 GLW CORNING INC7.8K shares-8.56%2025-12-312026-01-07 CRM SALESFORCE INC2.5K shares28.98%2025-12-312026-01-07 IBM INTERNATIONAL BUSINESS MACHS2.2K shares14.03%2025-12-312026-01-07 IBKR INTERACTIVE BROKERS GROUP IN10.3K shares-35.10%2025-12-312026-01-07 SLV ISHARES SILVER TR10.3K shares0.00%2025-12-312026-01-07 WRB BERKLEY W R CORP9.4K shares-12.65%2025-12-312026-01-07 DGRO ISHARES TR9.5K shares60.54%2025-12-312026-01-07 AMGN AMGEN INC2.0K shares-4.89%2025-12-312026-01-07 ISRG INTUITIVE SURGICAL INC1.1K shares12.99%2025-12-312026-01-07 COP CONOCOPHILLIPS6.9K shares-29.99%2025-12-312026-01-07 INTU INTUIT961 shares6.19%2025-12-312026-01-07 PSX PHILLIPS 664.9K shares-8.49%2025-12-312026-01-07 HDV ISHARES TR5.1K shares39.25%2025-12-312026-01-07 BXSL BLACKSTONE SECD LENDING FD23.4K shares-10.12%2025-12-312026-01-07 PNC PNC FINL SVCS GROUP INC2.9K shares-23.34%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC1.8K shares13.67%2025-12-312026-01-07 APH AMPHENOL CORP NEW4.2K shares13.42%2025-12-312026-01-07 OUSM ALPS ETF TR12.9K shares-62.85%2025-12-312026-01-07 OGS ONE GAS INC7.3K shares-4.12%2025-12-312026-01-07 AZN ASTRAZENECA PLC6.0K shares-14.20%2025-12-312026-01-07 ITW ILLINOIS TOOL WKS INC2.3K shares-12.47%2025-12-312026-01-07 MS MORGAN STANLEY3.1K shares6.32%2025-12-312026-01-07 MDLZ MONDELEZ INTL INC10.2K shares-15.88%2025-12-312026-01-07 CENCORA INC CENCORA INC1.6K shares57.78%2025-12-312026-01-07 FTI TECHNIPFMC PLC12.3K shares-2.91%2025-12-312026-01-07 ALL ALLSTATE CORP2.6K shares5.25%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW633 shares-1.09%2025-12-312026-01-07 VZ VERIZON COMMUNICATIONS INC13.4K shares-25.54%2025-12-312026-01-07 PANW PALO ALTO NETWORKS INC3.0K shares-3.59%2025-12-312026-01-07 GILD GILEAD SCIENCES INC4.4K shares27.05%2025-12-312026-01-07 USB US BANCORP DEL9.9K shares-18.41%2025-12-312026-01-07 TDY TELEDYNE TECHNOLOGIES INC1.0K shares-28.92%2025-12-312026-01-07 AMD ADVANCED MICRO DEVICES INC2.4K shares12.73%2025-12-312026-01-07 SHOP SHOPIFY INC3.2K shares4.93%2025-12-312026-01-07 VGT VANGUARD WORLD FD673 shares0.00%2025-12-312026-01-07 CB CHUBB LIMITED1.6K shares39.33%2025-12-312026-01-07 ATO ATMOS ENERGY CORP3.0K shares-17.96%2025-12-312026-01-07 BMY BRISTOL-MYERS SQUIBB CO9.2K shares-1.72%2025-12-312026-01-07 LPLA LPL FINL HLDGS INC1.4K shares-32.21%2025-12-312026-01-07 APP APPLOVIN CORP730 shares158.87%2025-12-312026-01-07 T AT&T INC19.8K shares1.28%2025-12-312026-01-07 GEV GE VERNOVA INC747 shares6.11%2025-12-312026-01-07 CTVA CORTEVA INC7.3K shares-17.68%2025-12-312026-01-07 AIG AMERICAN INTL GROUP INC5.7K shares-18.22%2025-12-312026-01-07 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.9K shares62.25%2025-12-312026-01-07 ABT ABBOTT LABS3.8K shares-14.74%2025-12-312026-01-07 MEDTRONIC PLC MEDTRONIC PLC5.0K shares-22.98%2025-12-312026-01-07 IQV IQVIA HLDGS INC2.1K shares50.00%2025-12-312026-01-07 AXP AMERICAN EXPRESS CO1.2K shares26.37%2025-12-312026-01-07 MCK MCKESSON CORP555 shares31.21%2025-12-312026-01-07 BKLN INVESCO EXCH TRADED FD TR II21.5K shares0.29%2025-12-312026-01-07 KLAC KLA CORP364 sharesnew addition2025-12-312026-01-07 CRWD CROWDSTRIKE HLDGS INC935 shares-9.14%2025-12-312026-01-07 ECL ECOLAB INC1.7K shares-13.74%2025-12-312026-01-07 TRV TRAVELERS COMPANIES INC1.5K shares28.25%2025-12-312026-01-07 PGR PROGRESSIVE CORP1.9K shares11.03%2025-12-312026-01-07 IEFA ISHARES TR4.8K sharesnew addition2025-12-312026-01-07 AMP AMERIPRISE FINL INC879 shares-16.68%2025-12-312026-01-07 NEE NEXTERA ENERGY INC5.3K shares-0.07%2025-12-312026-01-07 MLM MARTIN MARIETTA MATLS INC674 shares-16.38%2025-12-312026-01-07 ROL ROLLINS INC6.9K shares-31.23%2025-12-312026-01-07 INTC INTEL CORP11.3K shares4.09%2025-12-312026-01-07 UBER UBER TECHNOLOGIES INC5.1K shares-45.65%2025-12-312026-01-07 ADP AUTOMATIC DATA PROCESSING IN1.6K shares-4.61%2025-12-312026-01-07 CVS CVS HEALTH CORP5.1K shares2.43%2025-12-312026-01-07 CMI CUMMINS INC796 shares48.79%2025-12-312026-01-07 GLD SPDR GOLD TR1.0K shares22.84%2025-12-312026-01-07 USMV ISHARES TR4.2K shares31.89%2025-12-312026-01-07 UPS UNITED PARCEL SERVICE INC4.0K sharesnew addition2025-12-312026-01-07 REGN REGENERON PHARMACEUTICALS505 shares-18.15%2025-12-312026-01-07 IVW ISHARES TR3.1K shares-66.42%2025-12-312026-01-07 MMM 3M CO2.4K shares1.68%2025-12-312026-01-07 ADSK AUTODESK INC1.3K shares21.52%2025-12-312026-01-07 SCHW SCHWAB CHARLES CORP3.7K shares11.43%2025-12-312026-01-07 PWR QUANTA SVCS INC875 shares-0.91%2025-12-312026-01-07 YUM YUM BRANDS INC2.4K shares-3.49%2025-12-312026-01-07 CEG CONSTELLATION ENERGY CORP1.0K sharesnew addition2025-12-312026-01-07 IVE ISHARES TR1.7K shares-43.90%2025-12-312026-01-07 HON HONEYWELL INTL INC1.9K sharesnew addition2025-12-312026-01-07 VRTX VERTEX PHARMACEUTICALS INC798 shares5.98%2025-12-312026-01-07 MNST MONSTER BEVERAGE CORP NEW4.7K shares10.21%2025-12-312026-01-07 ZWS ZURN ELKAY WATER SOLNS CORP7.6K shares-35.19%2025-12-312026-01-07 IYW ISHARES TR1.7K shares-61.43%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP715 shares-4.67%2025-12-312026-01-07 CBRE CBRE GROUP INC2.1K shares43.15%2025-12-312026-01-07 XEL XCEL ENERGY INC4.7K shares-14.91%2025-12-312026-01-07 LII LENNOX INTL INC701 shares-18.87%2025-12-312026-01-07 DHR DANAHER CORPORATION1.5K shares20.39%2025-12-312026-01-07 FCX FREEPORT-MCMORAN INC6.7K shares-1.88%2025-12-312026-01-07 CME CME GROUP INC1.2K shares-8.22%2025-12-312026-01-07 SONY SONY GROUP CORP13.2K shares-23.05%2025-12-312026-01-07 NDSN NORDSON CORP1.4K shares-11.38%2025-12-312026-01-07 IWF ISHARES TR695 sharesnew addition2025-12-312026-01-07 TT TRANE TECHNOLOGIES PLC838 shares-1.41%2025-12-312026-01-07 ALLE ALLEGION PLC2.0K shares-32.62%2025-12-312026-01-07 MUFG MITSUBISHI UFJ FINL GROUP IN20.3K shares-20.00%2025-12-312026-01-07 DE DEERE & CO691 shares2.37%2025-12-312026-01-07 MMC MARSH & MCLENNAN COS INC1.7K shares7.65%2025-12-312026-01-07 CMCSA COMCAST CORP NEW10.7K shares14.58%2025-12-312026-01-07 WELL WELLTOWER INC1.7K sharesnew addition2025-12-312026-01-07 DASH DOORDASH INC1.4K shares1.15%2025-12-312026-01-07 MPC MARATHON PETE CORP1.9K shares-4.32%2025-12-312026-01-07 LEN LENNAR CORP3.0K shares-25.48%2025-12-312026-01-07 MO ALTRIA GROUP INC5.4K shares-6.76%2025-12-312026-01-07 TXN TEXAS INSTRS INC1.8K shares-18.05%2025-12-312026-01-07 ADBE ADOBE INC889 shares-18.74%2025-12-312026-01-07 ELV ELEVANCE HEALTH INC FORMERLY881 shares11.66%2025-12-312026-01-07 SNPS SYNOPSYS INC657 shares-25.59%2025-12-312026-01-07 MSDL MORGAN STANLEY DIRECT LENDIN18.5K shares-26.20%2025-12-312026-01-07 HWM HOWMET AEROSPACE INC1.5K shares16.28%2025-12-312026-01-07 URI UNITED RENTALS INC371 sharesnew addition2025-12-312026-01-07 BR BROADRIDGE FINL SOLUTIONS IN1.3K shares-17.14%2025-12-312026-01-07 DELL DELL TECHNOLOGIES INC2.3K sharesnew addition2025-12-312026-01-07 LINDE PLC LINDE PLC690 shares-0.72%2025-12-312026-01-07 BK BANK NEW YORK MELLON CORP2.5K sharesnew addition2025-12-312026-01-07 CL COLGATE PALMOLIVE CO3.7K sharesnew addition2025-12-312026-01-07 TER TERADYNE INC1.5K sharesnew addition2025-12-312026-01-07 JKHY HENRY JACK & ASSOC INC1.6K shares-26.16%2025-12-312026-01-07 LDP COHEN & STEERS LTD DURATION13.3K shares-19.77%2025-12-312026-01-07 DG DOLLAR GEN CORP NEW2.1K sharesnew addition2025-12-312026-01-07 AZO AUTOZONE INC82 shares30.16%2025-12-312026-01-07 WDC WESTERN DIGITAL CORP1.6K sharesnew addition2025-12-312026-01-07 SLB SLB LIMITED7.1K shares-21.24%2025-12-312026-01-07 NVS NOVARTIS AG2.0K sharesnew addition2025-12-312026-01-07 INSM INSMED INC1.6K shares8.26%2025-12-312026-01-07 ICE INTERCONTINENTAL EXCHANGE IN1.7K shares-14.73%2025-12-312026-01-07 UNP UNION PAC CORP1.2K shares-27.91%2025-12-312026-01-07 MET METLIFE INC3.4K shares3.07%2025-12-312026-01-07 RCL ROYAL CARIBBEAN GROUP963 shares-8.37%2025-12-312026-01-07 AME AMETEK INC1.3K shares8.68%2025-12-312026-01-07 NTRA NATERA INC1.2K shares-17.34%2025-12-312026-01-07 FICO FAIR ISAAC CORP156 shares-31.28%2025-12-312026-01-07 CSX CSX CORP7.2K shares-2.88%2025-12-312026-01-07 SRE SEMPRA3.0K shares-28.05%2025-12-312026-01-07 CAH CARDINAL HEALTH INC1.3K sharesnew addition2025-12-312026-01-07 VRP INVESCO EXCH TRADED FD TR II10.6K shares0.00%2025-12-312026-01-07 SPGI S&P GLOBAL INC488 sharesnew addition2025-12-312026-01-07 HII HUNTINGTON INGALLS INDS INC749 sharesnew addition2025-12-312026-01-07 CTRA COTERRA ENERGY INC9.6K shares-13.14%2025-12-312026-01-07 SNOW SNOWFLAKE INC1.1K shares2.88%2025-12-312026-01-07 VO VANGUARD INDEX FDS859 shares0.00%2025-12-312026-01-07 HOOD ROBINHOOD MKTS INC2.2K shares-6.93%2025-12-312026-01-07 BND VANGUARD BD INDEX FDS3.3K shares0.00%2025-12-312026-01-07 ALNY ALNYLAM PHARMACEUTICALS INC620 shares6.35%2025-12-312026-01-07 SBUX STARBUCKS CORP2.9K shares2.02%2025-12-312026-01-07 STZ CONSTELLATION BRANDS INC1.8K shares-22.40%2025-12-312026-01-07 NGL NGL ENERGY PARTNERS LP24.5K shares6.52%2025-12-312026-01-07 THC TENET HEALTHCARE CORP1.2K shares5.85%2025-12-312026-01-07 LUV SOUTHWEST AIRLS CO5.9K sharesnew addition2025-12-312026-01-07 CFR CULLEN FROST BANKERS INC1.9K shares-19.82%2025-12-312026-01-07 CDNS CADENCE DESIGN SYSTEM INC767 shares18.18%2025-12-312026-01-07 BJ BJS WHSL CLUB HLDGS INC2.7K shares-32.03%2025-12-312026-01-07 NKE NIKE INC3.7K shares-4.18%2025-12-312026-01-07 BSY BENTLEY SYS INC6.2K shares-41.18%2025-12-312026-01-07 NOC NORTHROP GRUMMAN CORP410 shares-5.75%2025-12-312026-01-07 PFE PFIZER INC9.2K shares-11.86%2025-12-312026-01-07 SYK STRYKER CORPORATION652 shares-14.44%2025-12-312026-01-07 RPM RPM INTL INC2.2K shares-22.32%2025-12-312026-01-07 PCG PG&E CORP14.0K shares11.20%2025-12-312026-01-07 ASML ASML HOLDING N V208 shares-1.42%2025-12-312026-01-07 HIG HARTFORD INSURANCE GROUP INC1.6K sharesnew addition2025-12-312026-01-07 PLD PROLOGIS INC.1.7K sharesnew addition2025-12-312026-01-07 ULTA ULTA BEAUTY INC362 sharesnew addition2025-12-312026-01-07 HLT HILTON WORLDWIDE HLDGS INC762 sharesnew addition2025-12-312026-01-07 ITT INC ITT INC1.2K shares2.48%2025-12-312026-01-07 TMUS T-MOBILE US INC1.1K shares24.47%2025-12-312026-01-07 VONV VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2025-12-312026-01-07 EXPD EXPEDITORS INTL WASH INC1.4K sharesnew addition2025-12-312026-01-07 NVO NOVO-NORDISK A S4.1K shares2.96%2025-12-312026-01-07 KMI KINDER MORGAN INC DEL7.5K sharesnew addition2025-12-312026-01-07 EFX EQUIFAX INC945 shares-41.23%2025-12-312026-01-07 FE FIRSTENERGY CORP4.6K sharesnew addition2025-12-312026-01-07 IEMG ISHARES INC3.0K sharesnew addition2025-12-312026-01-07 ADI ANALOG DEVICES INC741 sharesnew addition2025-12-312026-01-07 AES AES CORP14.0K shares1.83%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available