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Everpar Advisors LLC

SEC CIK
0002010410
Latest filing
Jul 9, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 6, 2024. Long positions only.

Institution overview
Positions
276
No filing for Q3 2023
Portfolio value
$214.8M
No filing for Q3 2023
Filed
Feb 6, 2024
SEC

Everpar Advisors LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Everpar Advisors LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
XOMExxonMobil Holdings CorpCOM8,998$899.6K0.4%––History
MSMorgan StanleyStock9,665$901.3K0.4%––History
HONHoneywell International IncCOM4,298$901.3K0.4%––History
SONYSony Group CorpSPONSORED ADR9,574$906.6K0.4%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF3,823$906.9K0.4%–––
PSXPhillips 66Stock6,880$916.0K0.4%––History
CRLCharles River Laboratories International, Inc.COM3,884$918.2K0.4%––History
NDSNNordson CorpCOM3,529$932.2K0.4%––History
MCDMcDonalds CorpStock3,158$936.4K0.4%––History
TERTeradyne, IncStock8,676$941.5K0.4%––History
COFCapital One Financial CorpStock7,205$944.7K0.4%––History
STZConstellation Brands, Inc.Stock3,910$945.2K0.4%––History
ABBVAbbVie Inc.Stock6,107$946.4K0.4%––History
PANWPalo Alto Networks IncStock3,228$951.9K0.4%––History
WMTWalmart Inc.Stock6,043$952.7K0.4%––History
CTVACorteva, Inc.Stock20,009$958.8K0.4%––History
DLBDolby Laboratories, Inc.COM CL A11,203$965.5K0.4%––History
iShares Core S&P Mid-Cap ETF464287507ETF3,518$975.0K0.5%–––
FTITechnipFMC plcCOM48,761$982.0K0.5%––History
PCGPG&E CorpStock54,604$984.5K0.5%––History
ADSKAutodesk, Inc.COM4,065$989.7K0.5%––History
FCXFreeport-McMoran IncStock23,271$990.6K0.5%––History
RTXRTX CorpStock11,846$996.7K0.5%––History
ORCLOracle CorpStock9,469$998.3K0.5%––History
ATOAtmos Energy CorpCOM8,635$1.00M0.5%––History
USBUS Bancorp DECOM NEW23,250$1.01M0.5%––History
VZVerizon Communications IncStock26,860$1.01M0.5%––History
HDHome Depot, Inc.Stock2,986$1.03M0.5%––History
UNHUnitedHealth Group IncStock1,992$1.05M0.5%––History
LPLALPL Financial Holdings Inc.COM4,660$1.06M0.5%––History
PNCPNC Financial Services Group, Inc.Stock7,083$1.10M0.5%––History
BSYBentley Systems IncCOM CL B21,204$1.11M0.5%––History
MCHPMicrochip Technology IncStock12,392$1.12M0.5%––History
WMBWilliams Companies, Inc.COM32,119$1.12M0.5%––History
AMPAmeriprise Financial IncCOM2,955$1.12M0.5%––History
WRBBerkley W R CorpCOM16,062$1.14M0.5%––History
GWWW.W. Grainger, Inc.Stock1,375$1.14M0.5%––History
JNJJohnson & JohnsonStock7,306$1.15M0.5%––History
MDLZMondelez International, Inc.Stock15,887$1.15M0.5%––History
POOLPool CorpCOM2,893$1.15M0.5%––History
AMGNAmgen IncStock4,014$1.16M0.5%––History
GOOGLAlphabet Inc.Stock8,296$1.16M0.5%––History
BACBank of America CorpStock34,709$1.17M0.5%––History
SHWSherwin Williams CoCOM3,747$1.17M0.5%––History
iShares Russell 1000 Value ETF464287598ETF7,090$1.17M0.5%–––
MLMMartin Marietta Materials IncCOM2,411$1.20M0.6%––History
KOCoca Cola CoStock21,494$1.27M0.6%––History
COOCooper Companies, Inc.COM NEW3,386$1.28M0.6%––History
LIILennox International IncCOM2,941$1.32M0.6%––History
PHParker-Hannifin CorpStock2,905$1.34M0.6%––History
LENLennar CorpCL A9,026$1.35M0.6%––History
CVXChevron CorpStock9,429$1.41M0.7%––History
PGProcter & Gamble CoStock9,925$1.45M0.7%––History
OCSLOaktree Specialty Lending CorpCOM75,569$1.54M0.7%––History
SFNCSimmons First National CorpCL A $1 PAR78,652$1.56M0.7%––History
ADBEAdobe Inc.Stock2,761$1.65M0.8%––History
MAMastercard IncStock4,047$1.73M0.8%––History
BXBlackstone Inc.COM13,878$1.82M0.8%––History
LLYEli Lilly & CoStock3,165$1.84M0.9%––History
CSCOCisco Systems, Inc.Stock36,620$1.85M0.9%––History
LOWLowes Companies IncStock8,443$1.88M0.9%––History
ANSSAnsys IncCOM5,260$1.91M0.9%––History
GOOGAlphabet Inc.Stock14,446$2.04M0.9%––History
AVGOBroadcom Inc.Stock1,878$2.10M1.0%––History
TSLATesla, Inc.Stock8,588$2.13M1.0%––History
QCOMQualcomm IncStock14,780$2.14M1.0%––History
SPYSPDR S&P 500 ETF TrustETF4,509$2.14M1.0%––History
MRKMerck & Co., Inc.Stock19,731$2.15M1.0%––History
METAMeta Platforms, Inc.Stock6,198$2.19M1.0%––History
NVDANVIDIA CorpStock5,768$2.86M1.3%––History
AMZNAmazon Com IncStock20,691$3.14M1.5%––History
TSNTyson Foods, Inc.Stock62,965$3.38M1.6%––History
OKEONEOK IncCOM55,160$3.87M1.8%––History
JPMJPMorgan Chase & CoStock32,302$5.49M2.6%––History
MSFTMicrosoft CorpStock22,591$8.50M4.0%––History
AAPLApple Inc.Stock45,651$8.79M4.1%––History