Everpar Advisors LLC Top Holdings and 13F Report (2025) About Everpar Advisors LLCInvestment ActivityEverpar Advisors LLC has $188.35 million in total holdings as of March 31, 2025.Everpar Advisors LLC owns shares of 252 different stocks, but just 124 companies or ETFs make up 80% of its holdings.Approximately 6.00% of the portfolio was purchased this quarter.About 7.67% of the portfolio was sold this quarter.This quarter, Everpar Advisors LLC has purchased 263 new stocks and bought additional shares in 90 stocks.Everpar Advisors LLC sold shares of 139 stocks and completely divested from 25 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $7,940,116Apple $7,385,156Microsoft $6,938,733iShares Core S&P 500 ETF $6,009,873NVIDIA $5,165,543 Largest New Holdings this Quarter 126650100 - CVS Health $371,338 Holding91347P105 - Universal Display $354,977 Holding036752103 - Elevance Health $264,456 Holding053332102 - AutoZone $263,082 Holding46435U713 - iShares U.S. Infrastructure ETF $262,659 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,374 shares (about $1.33M)Capital Group Growth ETF 14,772 shares (about $505.94K)Capital Group Dividend Value ETF 13,191 shares (about $470.13K)CVS Health 5,481 shares (about $371.34K)Universal Display 2,545 shares (about $354.98K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 947 shares (about $529.75K)NVIDIA 2,920 shares (about $316.47K)Broadcom 1,823 shares (about $305.22K)Merck & Co., Inc. 2,542 shares (about $228.17K)iShares Core High Dividend ETF 1,686 shares (about $204.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEverpar Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$7,940,116$15,209 ▼-0.2%32,3694.2%FinanceAAPLApple$7,385,156$29,099 ▲0.4%33,2473.9%Computer and TechnologyMSFTMicrosoft$6,938,733$198,207 ▼-2.8%18,4843.7%Computer and TechnologyIVViShares Core S&P 500 ETF$6,009,873$1,333,904 ▲28.5%10,6963.2%ETFNVDANVIDIA$5,165,543$316,472 ▼-5.8%47,6612.7%Computer and TechnologyOKEONEOK$4,989,079$43,855 ▼-0.9%50,2832.6%EnergyAMZNAmazon.com$4,219,586$46,804 ▲1.1%22,1782.2%Retail/WholesaleTSNTyson Foods$4,036,332$8,614 ▲0.2%63,2552.1%Consumer StaplesMETAMeta Platforms$3,533,663$34,005 ▼-1.0%6,1311.9%Computer and TechnologyCGGRCapital Group Growth ETF$2,917,164$505,939 ▲21.0%85,1731.5%ETFCGDVCapital Group Dividend Value ETF$2,833,776$470,128 ▲19.9%79,5111.5%ETFIJHiShares Core S&P Mid-Cap ETF$2,437,127$337,791 ▲16.1%41,7671.3%ETFGOOGAlphabet$2,347,668$213,254 ▲10.0%15,0271.2%Computer and TechnologyTSLATesla$2,181,868$116,622 ▼-5.1%8,4191.2%Auto/Tires/TrucksCVXChevron$2,096,311$4,684 ▲0.2%12,5311.1%EnergyLLYEli Lilly and Company$2,066,427$147,012 ▼-6.6%2,5021.1%MedicalAVGOBroadcom$2,046,999$305,225 ▼-13.0%12,2261.1%Computer and TechnologyWMTWalmart$1,768,178$11,500 ▲0.7%20,1410.9%Retail/WholesaleMAMastercard$1,741,925$36,176 ▼-2.0%3,1780.9%Business ServicesJNJJohnson & Johnson$1,695,548$154,231 ▲10.0%10,2240.9%MedicalXOMExxon Mobil$1,690,114$187,672 ▲12.5%14,2110.9%EnergyNFLXNetflix$1,681,352$49,424 ▲3.0%1,8030.9%Consumer DiscretionarySHWSherwin-Williams$1,648,526$2,095 ▼-0.1%4,7210.9%Basic MaterialsSPYSPDR S&P 500 ETF Trust$1,646,316$529,752 ▼-24.3%2,9430.9%FinanceORCLOracle$1,622,914$14,820 ▼-0.9%11,6080.9%Computer and TechnologySFNCSimmons First National$1,614,8280.0%78,6570.9%FinanceGOOGLAlphabet$1,507,601$18,712 ▼-1.2%9,7490.8%Computer and TechnologyCSCOCisco Systems$1,475,548$50,664 ▼-3.3%23,9110.8%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,458,410$316,154 ▲27.7%8,5340.8%ETFKOCoca-Cola$1,418,792$227,465 ▲19.1%19,8100.8%Consumer StaplesGWWW.W. Grainger$1,287,142$2,963 ▲0.2%1,3030.7%IndustrialsAEPAmerican Electric Power$1,273,542$9,179 ▲0.7%11,6550.7%UtilitiesVVisa$1,212,592$93,923 ▲8.4%3,4600.6%Business ServicesVTIVanguard Total Stock Market ETF$1,168,3450.0%4,2510.6%ETFPGProcter & Gamble$1,117,103$5,794 ▲0.5%6,5550.6%Consumer StaplesBRK.BBerkshire Hathaway$1,039,064$304,103 ▲41.4%1,9510.6%FinanceQCOMQUALCOMM$1,005,685$34,869 ▲3.6%6,5470.5%Computer and TechnologyABBVAbbVie$999,829$34,152 ▲3.5%4,7720.5%MedicalMRKMerck & Co., Inc.$992,925$228,170 ▼-18.7%11,0620.5%MedicalRTXRTX$941,791$77,622 ▼-7.6%7,1100.5%AerospaceVZVerizon Communications$910,012$172,050 ▲23.3%20,0620.5%Computer and TechnologyBXSLBlackstone Secured Lending Fund$898,844$48,444 ▼-5.1%27,7760.5%FinanceWMBWilliams Companies$870,225$24,561 ▼-2.7%14,5620.5%EnergyTJXTJX Companies$867,703$81,241 ▼-8.6%7,1240.5%Retail/WholesaleOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$857,638$187,327 ▲27.9%20,4100.5%ETFHDHome Depot$851,356$83,193 ▼-8.9%2,3230.5%Retail/WholesaleMDLZMondelez International$835,505$35,146 ▲4.4%12,3140.4%Consumer StaplesMCDMcDonald's$792,795$27,176 ▼-3.3%2,5380.4%Retail/WholesaleLOWLowe's Companies$789,484$61,573 ▼-7.2%3,3850.4%Retail/WholesaleIBKRInteractive Brokers Group$777,776$99,023 ▼-11.3%4,6970.4%FinanceWRBW. R. Berkley$769,809$77,280 ▼-9.1%10,8180.4%FinancePHParker-Hannifin$757,381$56,530 ▼-6.9%1,2460.4%IndustrialsBABoeing$749,226$30,699 ▼-3.9%4,3930.4%AerospaceLIILennox International$745,343$86,368 ▼-10.4%1,3290.4%ConstructionLPLALPL Financial$723,634$71,971 ▼-9.0%2,2120.4%FinanceMORGAN STANLEY DIRECT LENDIN$719,124$200,779 ▲38.7%36,0280.4%COM SHSBMYBristol-Myers Squibb$700,958$39,765 ▼-5.4%11,4930.4%MedicalVTVVanguard Value ETF$689,924$1,036 ▲0.2%3,9940.4%ETFPMPhilip Morris International$688,729$26,190 ▼-3.7%4,3390.4%Consumer StaplesAMGNAmgen$687,591$45,175 ▲7.0%2,2070.4%MedicalTDYTeledyne Technologies$686,840$46,785 ▼-6.4%1,3800.4%AerospaceAIGAmerican International Group$684,305$174 ▼0.0%7,8710.4%FinanceCTVACorteva$680,651$54,560 ▼-7.4%10,8160.4%Consumer StaplesNSCNorfolk Southern$679,286$474 ▲0.1%2,8680.4%TransportationPNCThe PNC Financial Services Group$656,149$115,305 ▼-14.9%3,7330.3%FinanceBACBank of America$651,823$54,082 ▼-7.7%15,6200.3%FinanceBXBlackstone$651,235$27,397 ▼-4.0%4,6590.3%FinanceBKNGBooking$649,574$18,428 ▲2.9%1410.3%Retail/WholesaleITWIllinois Tool Works$636,890$44,394 ▼-6.5%2,5680.3%IndustrialsIVWiShares S&P 500 Growth ETF$634,948$111,302 ▲21.3%6,8400.3%ETFVVVanguard Large-Cap ETF$629,7240.0%2,4500.3%ETFISRGIntuitive Surgical$615,125$53,489 ▼-8.0%1,2420.3%MedicalPGRProgressive$599,981$5,660 ▼-0.9%2,1200.3%FinanceCOFCapital One Financial$589,000$9,861 ▼-1.6%3,2850.3%FinanceAMPAmeriprise Financial$581,416$41,149 ▼-6.6%1,2010.3%FinanceCOOPER COS INC$578,894$100,376 ▼-14.8%6,8630.3%COMOGSONE Gas$573,048$1,739 ▼-0.3%7,5810.3%UtilitiesMDTMedtronic$564,950$12,580 ▼-2.2%6,2870.3%MedicalCGUSCapital Group Core Equity ETF$563,992$6,680 ▲1.2%16,8860.3%ETFROLRollins$556,833$17,560 ▲3.3%10,3060.3%ConstructionPOOLPool$552,337$13,689 ▼-2.4%1,7350.3%Consumer DiscretionaryATOAtmos Energy$540,103$54,103 ▼-9.1%3,4940.3%UtilitiesARISTA NETWORKS INC$540,036$46,875 ▼-8.0%6,9700.3%COM SHSJKHYJack Henry & Associates$539,948$80,344 ▼-13.0%2,9570.3%Computer and TechnologyAZNAstraZeneca$538,976$14,039 ▼-2.5%7,3330.3%MedicalCRMSalesforce$534,036$8,856 ▲1.7%1,9900.3%Computer and TechnologyABTAbbott Laboratories$528,743$136,497 ▲34.8%3,9860.3%MedicalPEPPepsiCo$527,189$72,271 ▲15.9%3,5160.3%Consumer StaplesETNEaton$525,176$118,246 ▼-18.4%1,9320.3%IndustrialsUBERUber Technologies$525,175$13,916 ▲2.7%7,2080.3%Computer and TechnologyPANWPalo Alto Networks$524,889$59,383 ▼-10.2%3,0760.3%Computer and TechnologyWFCWells Fargo & Company$522,057$5,169 ▲1.0%7,2720.3%FinanceUSBU.S. Bancorp$521,121$56,195 ▼-9.7%12,3430.3%FinanceADPAutomatic Data Processing$520,318$81,271 ▼-13.5%1,7030.3%Business ServicesCOSTCostco Wholesale$519,233$5,675 ▼-1.1%5490.3%Retail/WholesaleALLAllstate$517,261$17,187 ▲3.4%2,4980.3%FinanceFTITechnipFMC$512,586$67,785 ▼-11.7%16,1750.3%EnergyINTUIntuit$504,700$44,207 ▲9.6%8220.3%Computer and TechnologyECLEcolab$494,871$59,070 ▼-10.7%1,9520.3%Basic MaterialsDISWalt Disney$493,401$9,771 ▼-1.9%4,9990.3%Consumer DiscretionaryShowing largest 100 holdings. 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