Everpar Advisors LLC Top Holdings and 13F Report (2026) About Everpar Advisors LLCInvestment ActivityEverpar Advisors LLC has $290.41 million in total holdings as of March 31, 2026.Everpar Advisors LLC owns shares of 282 different stocks, but just 112 companies or ETFs make up 80% of its holdings.Approximately 13.56% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Everpar Advisors LLC has purchased 268 new stocks and bought additional shares in 160 stocks.Everpar Advisors LLC sold shares of 77 stocks and completely divested from 24 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $18,991,144NVIDIA $12,834,430Apple $12,168,858JPMorgan Chase & Co. $10,094,211Microsoft $9,400,663 Largest New Holdings this Quarter 464287879 - iShares S&P Small-Cap 600 Value ETF $3,001,641 Holding025072703 - Avantis International Equity ETF $1,078,232 Holding921909768 - Vanguard Total International Stock ETF $854,302 HoldingG0593M107 - AstraZeneca $584,560 Holding91913Y100 - Valero Energy $345,171 Holding Largest Purchases this Quarter Vanguard Value ETF 16,339 shares (about $3.21M)iShares S&P Small-Cap 600 Value ETF 25,341 shares (about $3.00M)iShares Core S&P 500 ETF 2,908 shares (about $1.90M)Apple 6,174 shares (about $1.57M)NVIDIA 7,699 shares (about $1.34M) Largest Sales this Quarter Capital Group Dividend Value ETF 8,876 shares (about $377.59K)Capital Group Growth ETF 9,300 shares (about $373.77K)Eli Lilly and Company 363 shares (about $333.88K)iShares Core S&P Mid-Cap ETF 4,610 shares (about $311.31K)Corning 1,719 shares (about $233.73K) 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 PortfolioSectorIVViShares Core S&P 500 ETF$18,991,144$1,899,506 ▲11.1%29,0746.5%ETFNVDANVIDIA$12,834,430$1,342,704 ▲11.7%73,5924.4%Computer and TechnologyAAPLApple$12,168,858$1,566,884 ▲14.8%47,9494.2%Computer and TechnologyJPMJPMorgan Chase & Co.$10,094,211$132,079 ▲1.3%34,3153.5%FinanceMSFTMicrosoft$9,400,663$902,088 ▲10.6%25,3963.2%Computer and TechnologyVTVVanguard Value ETF$5,938,409$3,205,725 ▲117.3%30,2672.0%ETFAMZNAmazon.com$5,911,512$526,713 ▲9.8%28,3842.0%Retail/WholesaleTSNTyson Foods$5,210,395$5,126 ▲0.1%81,3231.8%Consumer StaplesOKEONEOK$5,103,352$12,474 ▼-0.2%56,4591.8%EnergyGOOGAlphabet$4,976,946$449,503 ▲9.9%17,3501.7%Computer and TechnologyAVGOBroadcom$4,960,129$292,482 ▲6.3%16,0261.7%Computer and TechnologyGOOGLAlphabet$4,757,790$583,185 ▲14.0%16,5451.6%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$4,480,760$1,204,001 ▲36.7%45,7641.5%ETFMETAMeta Platforms$4,109,610$440,540 ▲12.0%7,1831.4%Computer and TechnologyTSLATesla$4,019,161$304,104 ▲8.2%10,8111.4%Auto/Tires/TrucksDYNFiShares U.S. Equity Factor Rotation Active ETF$3,523,012$605,825 ▲20.8%60,5541.2%ETFWALMART INC$3,402,786$52,695 ▲1.6%27,3801.2%COMJNJJohnson & Johnson$3,005,717$244,936 ▲8.9%12,2961.0%MedicalIJSiShares S&P Small-Cap 600 Value ETF$3,001,641$3,001,641 ▲New Holding25,3411.0%ETFXOMExxonMobil$2,925,108$389,709 ▲15.4%17,2411.0%EnergyLRGFiShares U.S. Equity Factor ETF$2,895,822$433,885 ▲17.6%43,8761.0%ETFCVXChevron$2,762,903$240,414 ▲9.5%13,3541.0%EnergyVUGVanguard Growth ETF$2,707,678$236,742 ▲9.6%6,1990.9%ETFRTXRTX$2,668,386$20,833 ▼-0.8%13,8330.9%AerospaceLLYEli Lilly and Company$2,463,144$333,877 ▼-11.9%2,6780.8%MedicalSPYSPDR S&P 500 ETF Trust$2,408,203$232,171 ▲10.7%3,7030.8%FinanceFTECFidelity MSCI Information Technology Index ETF$2,249,159$603,742 ▲36.7%10,8110.8%ETFCSCOCisco Systems$2,146,127$23,665 ▲1.1%27,6600.7%Computer and TechnologyCGDVCapital Group Dividend Value ETF$2,001,687$377,587 ▼-15.9%47,0540.7%ETFCGGRCapital Group Growth ETF$1,989,163$373,767 ▼-15.8%49,4940.7%ETFIJHiShares Core S&P Mid-Cap ETF$1,921,137$311,309 ▼-13.9%28,4490.7%ETFORCLOracle$1,905,957$141,961 ▲8.0%12,9560.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,834,857$368,026 ▲25.1%3,8290.6%FinanceNFLXNetflix$1,786,082$208,165 ▲13.2%18,5760.6%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$1,639,842$364,543 ▲28.6%6,8330.6%ETFSFNCSimmons First National$1,547,481$17,466 ▲1.1%79,5620.5%FinanceVVisa$1,543,842$245,419 ▲18.9%5,1080.5%Business ServicesVTIVanguard Total Stock Market ETF$1,500,749$4,171 ▼-0.3%4,6780.5%ETFGWWW.W. Grainger$1,463,867$30,543 ▲2.1%1,3420.5%IndustrialsMAMastercard$1,455,510$53,963 ▼-3.6%2,9130.5%Business ServicesABBVAbbVie$1,448,282$81,995 ▲6.0%6,6590.5%MedicalSHWSherwin-Williams$1,396,316$17,630 ▼-1.2%4,3560.5%Basic MaterialsBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,363,427$94,781 ▲7.5%81,5490.5%ManufacturingCATCaterpillar$1,353,159$114,062 ▲9.2%1,9100.5%IndustrialsBSCQInvesco BulletShares 2026 Corporate Bond ETF$1,349,915$91,498 ▲7.3%69,1200.5%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,346,238$91,060 ▲7.3%68,5980.5%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,343,242$90,433 ▲7.2%65,7710.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,343,134$91,510 ▲7.3%71,9780.5%ETFAEPAmerican Electric Power$1,335,705$26,871 ▼-2.0%10,1900.5%UtilitiesBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,323,601$125,261 ▲10.5%80,4130.5%ETFAMATApplied Materials$1,305,296$146,286 ▲12.6%3,8190.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,257,855$181,639 ▼-12.6%6,5580.4%ETFWMBWilliams Companies$1,179,254$27,220 ▼-2.3%16,2030.4%EnergyMRKMerck & Co., Inc.$1,147,567$157,941 ▲16.0%9,5400.4%MedicalKOCocaCola$1,093,523$132,479 ▲13.8%14,3790.4%Consumer StaplesAVDEAvantis International Equity ETF$1,078,232$1,078,232 ▲New Holding12,7090.4%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$1,055,593$182,493 ▲20.9%51,2720.4%ETFPALANTIR TECHNOLOGIES INC$1,054,240$185,776 ▲21.4%7,2070.4%CL AMUMicron Technology$1,047,304$104,393 ▼-9.1%3,1000.4%Computer and TechnologyTJXTJX Companies$1,030,544$23,156 ▲2.3%6,4530.4%Retail/WholesaleCOSTCostco Wholesale$993,441$362,701 ▲57.5%9970.3%Retail/WholesaleGSThe Goldman Sachs Group$966,967$105,749 ▲12.3%1,1430.3%FinancePHParker-Hannifin$953,431$35,810 ▲3.9%1,0650.3%IndustrialsPSXPhillips 66$940,595$47,549 ▲5.3%5,1630.3%EnergyMCDMcDonald's$920,372$109,724 ▲13.5%2,9610.3%Retail/WholesaleBACBank of America$898,081$57,233 ▼-6.0%18,4220.3%FinanceARISTA NETWORKS INC$884,384$31,186 ▲3.7%7,2030.3%COM SHSTSMTaiwan Semiconductor Manufacturing$879,886$43,251 ▲5.2%2,6040.3%Computer and TechnologyPMPhilip Morris International$860,429$111,935 ▲15.0%5,2040.3%Consumer StaplesVXUSVanguard Total International Stock ETF$854,302$854,302 ▲New Holding11,0790.3%ETFGEGE Aerospace$853,580$169,978 ▲24.9%3,0080.3%AerospaceCOPConocoPhillips$842,028$63,756 ▼-7.0%6,3790.3%EnergyNSCNorfolk Southern$839,188$68,593 ▼-7.6%2,9240.3%TransportationGLWCorning$826,154$233,733 ▼-22.1%6,0760.3%Computer and TechnologyBABoeing$820,203$65,083 ▲8.6%4,1210.3%AerospaceFTITechnipFMC$811,171$37,399 ▼-4.4%11,7340.3%EnergyPGProcter & Gamble$797,742$57,343 ▲7.7%5,5230.3%Consumer StaplesAMGNAmgen$789,509$84,088 ▲11.9%2,2440.3%MedicalVZVerizon Communications$777,550$105,822 ▲15.8%15,4890.3%Computer and TechnologyGE VERNOVA INC$765,533$113,477 ▲17.4%8770.3%COMLAM RESEARCH CORP$744,605$63,457 ▲9.3%3,4850.3%COM NEWPEPPepsiCo$740,578$932 ▲0.1%4,7690.3%Consumer StaplesWFCWells Fargo & Company$740,453$7,722 ▼-1.0%9,3010.3%FinanceVVVanguard Large-Cap ETF$732,1820.0%2,4500.3%ETFHDHome Depot$710,197$53,289 ▲8.1%2,1590.2%Retail/WholesaleLOWLowe's Companies$708,604$55,998 ▼-7.3%2,9990.2%Retail/WholesaleTMOThermo Fisher Scientific$681,261$55,543 ▲8.9%1,3860.2%MedicalTAT&T$677,989$105,408 ▲18.4%23,3870.2%Computer and TechnologyGILDGilead Sciences$677,617$66,201 ▲10.8%4,8620.2%MedicalDGROiShares Core Dividend Growth ETF$668,169$3,018 ▲0.5%9,5210.2%ETFKLACKLA$661,112$125,155 ▲23.4%4490.2%Computer and TechnologyALLAllstate$656,231$112,171 ▲20.6%3,1650.2%FinanceIBKRInteractive Brokers Group$653,195$38,766 ▼-5.6%9,7390.2%FinanceCGUSCapital Group Core Equity ETF$645,687$7,684 ▼-1.2%16,8060.2%ETFHDViShares Core High Dividend ETF$643,971$45,058 ▼-6.5%4,7450.2%ETFCRMSalesforce$642,518$170,616 ▲36.2%3,4420.2%Computer and TechnologyQCOMQualcomm$636,431$124,273 ▼-16.3%4,9420.2%Computer and TechnologyAMDAdvanced Micro Devices$635,719$143,825 ▲29.2%3,1250.2%Computer and TechnologyOGSONE Gas$626,0790.0%7,2690.2%UtilitiesCCitigroup$626,023$8,619 ▲1.4%5,5200.2%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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