Everpar Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Everpar Advisors LLC reported 263 stock positions worth $199.7 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Nvidia (NVDA, 3.5%). Compared with Q1 2024, it opened 44 new positions, sold out of 13, added to 166 and reduced 46. The biggest buy was Nvidia (NVDA, shares +22%) and the biggest sale Tyson Foods Class A (TSN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0002010410
- Portfolio Value
- $199.7M (Q2 2024)
- SEC Filing
- 0001951757-24-000536 ↗ filed Jul 18, 2024
Holdings Value
Holdings 263 stocks · $199.7M
| AAPL Apple Inc. | 4.79% | 45,421 | $9.6M | Add +14.5% |
| MSFT Microsoft Corp. | 4.56% | 20,385 | $9.1M | Add +19.2% |
| NVDA Nvidia Corp. | 3.55% | 57,385 | $7.1M | Add +22.4% |
| JPM JPMorgan Chase & Co. | 3.35% | 33,114 | $6.7M | Add +5.5% |
| AMZN Amazon.com Inc. | 2.15% | 22,270 | $4.3M | Add +25.2% |
| OKE Oneok Inc. | 2.12% | 51,807 | $4.2M | Reduce -0.1% |
| TSN Tyson Foods Inc. Class A | 1.80% | 62,889 | $3.6M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 1.79% | 6,521 | $3.6M | Add +92.9% |
| META Meta Platforms Inc. Class A | 1.60% | 6,349 | $3.2M | Add +23.2% |
| GOOG Alphabet Inc. Class C | 1.30% | 14,186 | $2.6M | Add +39.8% |
| AVGO Broadcom Inc. | 1.28% | 1,592 | $2.6M | Add +19.9% |
| LLY Eli Lilly & Co. | 1.24% | 2,738 | $2.5M | Add +7.3% |
| CVX Chevron Corp. | 1.18% | 15,009 | $2.3M | Add +14.8% |
| CGGR Cap Group Growth Equity | 1.02% | 61,875 | $2.0M | Add +85.5% |
| GOOGL Alphabet Inc. Class A | 0.97% | 10,639 | $1.9M | Add +48.2% |
| MRK Merck & Co. Inc. | 0.96% | 15,547 | $1.9M | Add +11.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 3,397 | $1.8M | Reduce -5.6% |
| TSLA Tesla Inc. | 0.92% | 9,282 | $1.8M | Add +21.8% |
| IJH iShares Core S&P Midcap ETF | 0.92% | 31,240 | $1.8M | Add +40.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.89% | 54,011 | $1.8M | Add +72.8% |
| ORCL Oracle Corp. | 0.88% | 12,399 | $1.8M | Add +20.5% |
| NFLX Netflix Inc. | 0.80% | 2,371 | $1.6M | Add +43.3% |
| XOM Exxon Mobil Corp. | 0.79% | 13,705 | $1.6M | Add +43.6% |
| QCOM Qualcomm Inc. | 0.79% | 7,915 | $1.6M | Reduce -5.9% |
| MA Mastercard Inc. Class A | 0.72% | 3,273 | $1.4M | Add +6.8% |
| SFNC Simmons First Natl Corp. Class A | 0.69% | 78,657 | $1.4M | Add +0.0% |
| SHW The Sherwin-Williams Co. | 0.68% | 4,582 | $1.4M | Add +41.4% |
| WMT Walmart Inc. | 0.68% | 19,924 | $1.3M | Add +9.4% |
| JNJ Johnson & Johnson | 0.67% | 9,155 | $1.3M | Add +23.1% |
| OCSL Oaktree Specialty Lending Co. | 0.65% | 68,636 | $1.3M | Reduce -9.2% |
| CSCO Cisco Systems Inc. | 0.63% | 26,558 | $1.3M | Reduce -3.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.62% | 1,365 | $1.2M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.61% | 7,411 | $1.2M | Add +22.8% |
| KO The Coca-Cola Co. | 0.60% | 18,677 | $1.2M | Add +18.7% |
| BX Blackstone Inc. | 0.58% | 9,298 | $1.2M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 4,128 | $1.1M | Add +27.1% |
| RTX RTX Corp. | 0.50% | 10,029 | $1.0M | Add +4.6% |
| ADBE Adobe Inc. | 0.50% | 1,796 | $998K | Add +12.5% |
| LOW Lowe's Cos Inc. | 0.49% | 4,480 | $988K | Add +1.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 8,914 | $981K | Add +18.9% |
| TER Teradyne Inc. | 0.49% | 6,587 | $977K | Add +32.8% |
| HD Home Depot Inc. | 0.48% | 2,784 | $958K | Add +4.5% |
| V Visa Inc. Class A | 0.48% | 3,634 | $954K | Add +70.4% |
| WMB Williams Cos Inc. | 0.47% | 22,008 | $935K | Add +11.1% |
| LII Lennox International Inc. | 0.46% | 1,721 | $921K | Add +4.7% |
| AEP American Electric Power | 0.45% | 10,304 | $904K | Add +25.3% |
| MDLZ Mondelez International Inc. Class A | 0.44% | 13,553 | $887K | Add +2.1% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 5,190 | $886K | Add +104.6% |
| AMGN Amgen Inc. | 0.44% | 2,824 | $882K | Add +13.3% |
| STZ Constellation Brands Inc. Class A | 0.43% | 3,370 | $867K | Add +11.5% |
| REGN Regeneron Pharmaceuticals | 0.43% | 822 | $864K | Add +19.3% |
| BXSL Blackstone Secured Lending F | 0.43% | 28,147 | $862K | Add +0.4% |
| BKLN Invesco Senior Loan ETF | 0.42% | 40,267 | $847K | Add +119.9% |
| ABBV Abbvie Inc. | 0.41% | 4,718 | $809K | Add +5.5% |
| ETN Eaton Corp. PLC | 0.40% | 2,569 | $806K | Add +7.0% |
| PNC PNC Financial Services Group | 0.40% | 5,127 | $797K | Add +6.4% |
| PH Parker Hannifin Corp. | 0.39% | 1,557 | $788K | Reduce -0.3% |
| ADSK Autodesk Inc. | 0.39% | 3,177 | $786K | Add +18.1% |
| BA The Boeing Co. | 0.39% | 4,230 | $770K | Add +93.0% |
| LPLA LPL Financial Holdings Inc. | 0.38% | 2,736 | $764K | Add +5.4% |
| COO The Cooper Cos Inc. | 0.38% | 8,678 | $758K | Add +4.3% |
| GD General Dynamics Corp. | 0.37% | 2,577 | $748K | Add +12.2% |
| LEN Lennar Corp. Class A | 0.37% | 4,956 | $743K | Reduce -0.3% |
| CTVA Corteva Inc. | 0.37% | 13,705 | $739K | Add +5.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 4,567 | $733K | Add +63.4% |
| UNH Unitedhealth Group Inc. | 0.37% | 1,438 | $732K | Add +19.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 18,290 | $727K | Reduce -23.2% |
| BSY Bentley Systems Inc. Class B | 0.36% | 14,610 | $721K | Add +5.8% |
| FICO Fair Isaac Corp. | 0.35% | 472 | $703K | Add +18.6% |
| AMP Ameriprise Financial Inc. | 0.35% | 1,644 | $702K | Add +1.2% |
| TXN Texas Instruments Inc. | 0.35% | 3,599 | $700K | Add +39.9% |
| AMAT Applied Materials Inc. | 0.35% | 2,940 | $694K | Add +16.5% |
| MLM Martin Marietta Materials | 0.34% | 1,255 | $680K | Reduce -1.5% |
| ITW Illinois Tool Works | 0.34% | 2,824 | $669K | Add +11.5% |
| TDY Teledyne Technologies Inc. | 0.33% | 1,713 | $665K | Reduce -3.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.33% | 8,452 | $664K | Reduce -5.2% |
| ANET Arista Networks Inc. | 0.33% | 1,878 | $658K | Add +5.5% |
| PEP Pepsico Inc. | 0.33% | 3,972 | $655K | Add +32.4% |
| IBKR Interactive Brokers Gro Class A | 0.33% | 5,327 | $653K | Add +13.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.32% | 4,541 | $648K | Add +17.3% |
| PSX Phillips 66 | 0.32% | 4,587 | $648K | Add +29.4% |
| FTI Technipfmc PLC | 0.32% | 24,239 | $634K | Reduce -3.9% |
| VZ Verizon Communications Inc. | 0.32% | 15,286 | $630K | Add +19.2% |
| MCHP Microchip Technology Inc. | 0.31% | 6,873 | $629K | Reduce -3.0% |
| SNPS Synopsys Inc. | 0.31% | 1,056 | $628K | Add +16.2% |
| ISRG Intuitive Surgical Inc. | 0.31% | 1,409 | $627K | Add +32.8% |
| NSC Norfolk Southern Corp. | 0.31% | 2,875 | $617K | Add +4.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.31% | 3,717 | $617K | Add +6.7% |
| ECL Ecolab Inc. | 0.31% | 2,588 | $616K | Add +16.8% |
| PGR Progressive Corp. | 0.31% | 2,956 | $614K | Add +9.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.31% | 2,450 | $612K | Add +32.4% |
| DHR Danaher Corp. | 0.30% | 2,433 | $608K | Add +14.9% |
| BLK BlackRock Finance Inc. | 0.30% | 766 | $603K | Add +11.0% |
| SAIA Saia Inc. | 0.30% | 1,261 | $598K | Add +11.0% |
| TTE Totalenergies SE -Spon ADR | 0.30% | 8,948 | $597K | Reduce -0.6% |
| PANW Palo Alto Networks Inc. | 0.30% | 1,756 | $595K | Add +5.4% |
| MCD McDonald's Corp. | 0.30% | 2,328 | $593K | Reduce -9.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.30% | 7,592 | $592K | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.30% | 149 | $590K | Add +35.5% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 6,310 | $584K | New |
Portfolio Sells Q1 2024 → Q2 2024
| TSN Tyson Foods Inc. Class A | Reduce -0.1% | 1.80% | −0.45 |
| OKE Oneok Inc. | Reduce -0.1% | 2.12% | −0.41 |
| OCSL Oaktree Specialty Lending Co. | Reduce -9.2% | 0.65% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.6% | 0.93% | −0.22 |
| ANSS Ansys Inc. | Reduce -26.1% | 0.28% | −0.22 |
| CSCO Cisco Systems Inc. | Reduce -3.4% | 0.63% | −0.20 |
| POOL Pool Corp. | Reduce -16.9% | 0.21% | −0.19 |
| BAC Bank of America Corp. | Reduce -23.2% | 0.36% | −0.18 |
| BX Blackstone Inc. | Reduce -1.5% | 0.58% | −0.18 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.18 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.17 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.17 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.17 |
| USB US Bancorp | Reduce -13.4% | 0.27% | −0.16 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.16 |
| LEN Lennar Corp. Class A | Reduce -0.3% | 0.37% | −0.15 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.15 |
| WRB WR Berkley Corp. | Reduce -5.2% | 0.33% | −0.15 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.15 |
| MCD McDonald's Corp. | Reduce -9.4% | 0.30% | −0.14 |
| SITE Siteone Landscape Supply Inc. | Reduce -26.5% | 0.10% | −0.14 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.14 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.14 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.14 |
| MLM Martin Marietta Materials | Reduce -1.5% | 0.34% | −0.14 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.13 |
| PH Parker Hannifin Corp. | Reduce -0.3% | 0.39% | −0.13 |
| TDY Teledyne Technologies Inc. | Reduce -3.5% | 0.33% | −0.13 |
| MPC Marathon Petroleum Corp. | Reduce -19.1% | 0.16% | −0.12 |
| IWD iShares Russell 1000 Value E | Reduce -15.4% | 0.23% | −0.11 |
| CNC Centene Corp. | Reduce -12.3% | 0.15% | −0.09 |
| CAT Caterpillar Inc. | Reduce -3.6% | 0.23% | −0.09 |
| COF Capital One Financial Corp. | Reduce -0.6% | 0.27% | −0.08 |
| RPM RPM International Inc. | Reduce -3.3% | 0.21% | −0.08 |
| TTE Totalenergies SE -Spon ADR | Reduce -0.6% | 0.30% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -5.9% | 0.79% | −0.08 |
| FCX Freeport-McMoran Inc. | Reduce -20.2% | 0.16% | −0.08 |
| T AT&T Inc. | Reduce -35.2% | 0.10% | −0.07 |
| MCHP Microchip Technology Inc. | Reduce -3.0% | 0.31% | −0.07 |
| ATO Atmos Energy Corp. | Reduce -1.5% | 0.27% | −0.07 |
| CI The Cigna Group | Reduce -6.0% | 0.16% | −0.07 |
| FTI Technipfmc PLC | Reduce -3.9% | 0.32% | −0.07 |
| OSK Oshkosh Corp. | Reduce -1.9% | 0.15% | −0.06 |
| LESLIES INC | Sold out | 0.00% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -21.4% | 0.12% | −0.05 |
| MS Morgan Stanley | Reduce -3.9% | 0.23% | −0.05 |
| FE Firstenergy Corp. | Reduce -4.5% | 0.18% | −0.05 |
| B Barrick Gold Corp. | Reduce -18.9% | 0.10% | −0.05 |
| CPRT Copart Inc. | Reduce -6.6% | 0.13% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.3% | 0.15% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +22.4% | 3.55% | +0.97 |
| IVV iShares Core S&P 500 ETF | Add +92.9% | 1.79% | +0.71 |
| AAPL Apple Inc. | Add +14.5% | 4.79% | +0.65 |
| CGGR Cap Group Growth Equity | Add +85.5% | 1.02% | +0.37 |
| GOOG Alphabet Inc. Class C | Add +39.8% | 1.30% | +0.36 |
| GOOGL Alphabet Inc. Class A | Add +48.2% | 0.97% | +0.31 |
| IVW iShares S&P 500 Growth ETF | New | 0.29% | +0.29 |
| CGDV Cap Group Dividend Value | Add +72.8% | 0.89% | +0.27 |
| BJ Bj's Wholesale Club Holdings | New | 0.22% | +0.22 |
| AWK American Water Works Co. Inc. | New | 0.21% | +0.21 |
| AVGO Broadcom Inc. | Add +19.9% | 1.28% | +0.21 |
| AMZN Amazon.com Inc. | Add +25.2% | 2.15% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.19% | +0.19 |
| QUAL iShares MSCI USA Quality Fac | Add +104.6% | 0.44% | +0.19 |
| NFLX Netflix Inc. | Add +43.3% | 0.80% | +0.19 |
| CMCSA Comcast Corp. Class A | New | 0.19% | +0.19 |
| BKLN Invesco Senior Loan ETF | Add +119.9% | 0.42% | +0.19 |
| MSFT Microsoft Corp. | Add +19.2% | 4.56% | +0.19 |
| VGT Vanguard Info Tech ETF | New | 0.18% | +0.18 |
| XEL Xcel Energy Inc. | New | 0.17% | +0.17 |
| GS Goldman Sachs Group Inc. | New | 0.16% | +0.16 |
| CVS CVS Health Corp. | New | 0.15% | +0.15 |
| MDY State Street SPDR S&P Midcap | New | 0.15% | +0.15 |
| TER Teradyne Inc. | Add +32.8% | 0.49% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.14% | +0.14 |
| MNST Monster Beverage Corp. | New | 0.14% | +0.14 |
| DAL Delta Air Lines Inc. | New | 0.14% | +0.14 |
| ACN Accenture PLC Class A | New | 0.13% | +0.13 |
| ZTS Zoetis Inc. | New | 0.13% | +0.13 |
| IVE iShares S&P 500 Value ETF | New | 0.13% | +0.13 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.13% | +0.13 |
| BA The Boeing Co. | Add +93.0% | 0.39% | +0.13 |
| SHOP Shopify Inc. Class A | New | 0.12% | +0.12 |
| MCK McKesson Corp. | New | 0.12% | +0.12 |
| IWP iShares Russell Mid-Cap Grow | New | 0.12% | +0.12 |
| APH Amphenol Corp. Class A | New | 0.12% | +0.12 |
| TEL Te Connectivity Ltd. | New | 0.12% | +0.12 |
| APD Air Products & Chemicals Inc. | New | 0.12% | +0.12 |
| AES AES Corp. | New | 0.12% | +0.12 |
| V Visa Inc. Class A | Add +70.4% | 0.48% | +0.12 |
| XOM Exxon Mobil Corp. | Add +43.6% | 0.79% | +0.12 |
| IYW iShares Ustechnology ETF | New | 0.11% | +0.11 |
| OUSM Alps Oshares US Small-Cap Qu | Add +128.5% | 0.25% | +0.11 |
| SYK Stryker Corp. | New | 0.11% | +0.11 |
| RGA Reinsurance Group of America | New | 0.11% | +0.11 |
| NTRA Natera Inc. | New | 0.11% | +0.11 |
| CB Chubb Ltd. | New | 0.11% | +0.11 |
| ESGU iShares ESG Aware MSCI USA | New | 0.11% | +0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.11% | +0.11 |
| PFE Pfizer Inc. | New | 0.11% | +0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 302 | $351.5M | IVV, NVDA, AAPL, JPM, MSFT |
| Q1 2026 | 282 | $290.4M | IVV, NVDA, AAPL, JPM, MSFT |
| Q4 2025 | 268 | $269.6M | IVV, NVDA, AAPL, MSFT, JPM |
| Q3 2025 | 276 | $252.9M | IVV, MSFT, NVDA, JPM, AAPL |
| Q2 2025 | 266 | $220.1M | MSFT, JPM, IVV, NVDA, AAPL |
| Q1 2025 | 252 | $188.4M | JPM, AAPL, MSFT, IVV, NVDA |
| Q4 2024 | 263 | $198.3M | AAPL, MSFT, JPM, NVDA, OKE |
| Q3 2024 | 259 | $193.3M | MSFT, AAPL, JPM, NVDA, OKE |
| Q2 2024 | 263 | $199.7M | AAPL, MSFT, NVDA, JPM, AMZN |
| Q1 2024 | 232 | $164.5M | MSFT, AAPL, JPM, NVDA, OKE |