Everpar Advisors LLC
- SEC CIK
- 0002010410
- Latest filing
- Jul 9, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 266
- +14 vs. Q1 2025
- Portfolio value
- $220.1M
- +$31.7M (+16.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 923 | $727.0K | 0.3% | +101+12.3% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,661 | $728.1K | 0.3% | +409+32.7% | Added | – |
| ETNEaton Corp plc | Stock | 2,083 | $743.6K | 0.3% | +151+7.8% | Added | History |
| MCDMcDonalds Corp | Stock | 2,553 | $745.9K | 0.3% | +15+0.6% | Added | History |
| LOWLowes Companies Inc | Stock | 3,388 | $751.7K | 0.3% | +3+0.1% | Added | History |
| TDYTeledyne Technologies Inc | COM | 1,481 | $758.7K | 0.3% | +101+7.3% | Added | History |
| COFCapital One Financial Corp | Stock | 3,572 | $760.0K | 0.3% | +287+8.7% | Added | History |
| NSCNorfolk Southern Corp | Stock | 3,017 | $772.3K | 0.4% | +149+5.2% | Added | History |
| PMPhilip Morris International Inc. | Stock | 4,324 | $787.5K | 0.4% | −15−0.3% | Reduced | History |
| WRBBerkley W R Corp | COM | 10,944 | $804.1K | 0.4% | +126+1.2% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 139 | $804.7K | 0.4% | −2−1.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 10,239 | $810.5K | 0.4% | −823−7.4% | Reduced | History |
| TJXTJX Companies Inc | Stock | 6,590 | $813.8K | 0.4% | −534−7.5% | Reduced | History |
| BACBank of America Corp | Stock | 17,204 | $814.1K | 0.4% | +1,584+10.1% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 2,201 | $825.3K | 0.4% | −11−0.5% | Reduced | History |
| BABoeing Co | Stock | 4,007 | $839.6K | 0.4% | −386−8.8% | Reduced | History |
| VZVerizon Communications Inc | Stock | 19,465 | $842.3K | 0.4% | −597−3.0% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 12,591 | $849.1K | 0.4% | +277+2.2% | Added | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 27,776 | $854.1K | 0.4% | 00.0% | Unchanged | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 15,588 | $863.7K | 0.4% | −3,200−17.0% | ReducedConverted for a 4-for-1 split | History |
| PHParker-Hannifin Corp | Stock | 1,237 | $864.0K | 0.4% | −9−0.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,834 | $897.3K | 0.4% | +62+1.3% | Added | History |
| UBERUber Technologies, Inc | Stock | 9,639 | $899.3K | 0.4% | +2,431+33.7% | Added | History |
| WMBWilliams Companies, Inc. | COM | 14,484 | $909.7K | 0.4% | −78−0.5% | Reduced | History |
| COPConocoPhillips | Stock | 10,413 | $934.5K | 0.4% | +6,051+138.7% | Added | History |
| QCOMQualcomm Inc | Stock | 5,927 | $943.9K | 0.4% | −620−9.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 2,599 | $952.9K | 0.4% | +276+11.9% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,009 | $991.9K | 0.5% | +2,169+31.7% | Added | – |
| PGProcter & Gamble Co | Stock | 6,261 | $997.5K | 0.5% | −294−4.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,058 | $999.7K | 0.5% | +107+5.5% | Added | History |
| RTXRTX Corp | Stock | 7,066 | $1.03M | 0.5% | −44−0.6% | Reduced | History |
| KOCoca Cola Co | Stock | 15,874 | $1.12M | 0.5% | −3,936−19.9% | Reduced | History |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 27,933 | $1.21M | 0.5% | +7,523+36.9% | Added | – |
| AEPAmerican Electric Power Co Inc | Stock | 11,683 | $1.21M | 0.6% | +28+0.2% | Added | History |
| VVisa Inc. | Stock | 3,701 | $1.31M | 0.6% | +241+7.0% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 1,308 | $1.36M | 0.6% | +5+0.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 13,066 | $1.41M | 0.6% | −1,145−8.1% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,664 | $1.42M | 0.6% | +413+9.7% | Added | – |
| SFNCSimmons First National Corp | CL A $1 PAR | 78,657 | $1.49M | 0.7% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 10,666 | $1.63M | 0.7% | +442+4.3% | Added | History |
| SHWSherwin Williams Co | COM | 4,746 | $1.63M | 0.7% | +25+0.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 23,636 | $1.64M | 0.7% | −275−1.2% | Reduced | History |
| CVXChevron Corp | Stock | 11,813 | $1.69M | 0.8% | −718−5.7% | Reduced | History |
| MAMastercard Inc | Stock | 3,045 | $1.71M | 0.8% | −133−4.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 2,241 | $1.75M | 0.8% | −261−10.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 10,593 | $1.87M | 0.8% | +844+8.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,141 | $1.94M | 0.9% | +198+6.7% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,579 | $2.12M | 1.0% | +3,045+35.7% | Added | – |
| WMTWalmart Inc. | Stock | 22,180 | $2.17M | 1.0% | +2,039+10.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 13,296 | $2.36M | 1.1% | −1,731−11.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 1,861 | $2.49M | 1.1% | +58+3.2% | Added | History |
| ORCLOracle Corp | Stock | 11,794 | $2.58M | 1.2% | +186+1.6% | Added | History |
| TSLATesla, Inc. | Stock | 9,127 | $2.90M | 1.3% | +708+8.4% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 52,133 | $3.23M | 1.5% | +10,366+24.8% | Added | – |
| TSNTyson Foods, Inc. | Stock | 63,483 | $3.55M | 1.6% | +228+0.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 13,059 | $3.60M | 1.6% | +833+6.8% | Added | History |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 98,333 | $3.88M | 1.8% | +18,822+23.7% | Added | – |
| OKEONEOK Inc | COM | 50,174 | $4.10M | 1.9% | −109−0.2% | Reduced | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 106,172 | $4.32M | 2.0% | +20,999+24.7% | Added | – |
| METAMeta Platforms, Inc. | Stock | 6,178 | $4.56M | 2.1% | +47+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 22,770 | $5.00M | 2.3% | +592+2.7% | Added | History |
| AAPLApple Inc. | Stock | 33,597 | $6.89M | 3.1% | +350+1.1% | Added | History |
| NVDANVIDIA Corp | Stock | 54,276 | $8.58M | 3.9% | +6,615+13.9% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 14,810 | $9.20M | 4.2% | +4,114+38.5% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 32,839 | $9.52M | 4.3% | +470+1.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 20,483 | $10.2M | 4.6% | +1,999+10.8% | Added | History |
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| XYLXylem Inc. | COM | 3,064 | $366.0K | 0.2% | History |
| TERTeradyne, Inc | Stock | 4,323 | $357.1K | 0.2% | History |
| CRLCharles River Laboratories International, Inc. | COM | 1,832 | $275.8K | 0.1% | History |
| SMGScotts Miracle-Gro Co | Stock | 4,892 | $268.5K | 0.1% | History |
| ELVElevance Health, Inc. | Stock | 608 | $264.5K | 0.1% | History |
| CPRTCopart Inc | COM | 4,634 | $262.2K | 0.1% | History |
| ELSEquity Lifestyle Properties Inc | COM | 3,550 | $236.8K | 0.1% | History |
| HUBSHubSpot Inc | COM | 370 | $211.4K | 0.1% | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,036 | $209.6K | 0.1% | – |
| EXPOExponent Inc | COM | 2,479 | $200.9K | 0.1% | History |