Everpar Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Everpar Advisors LLC reported 252 stock positions worth $188.4 million. Its top holding was JPMorgan Chase (JPM) at 4.2% of the portfolio, followed by Apple (AAPL, 3.9%) and Microsoft (MSFT, 3.7%). Compared with Q4 2024, it opened 14 new positions, sold out of 25, added to 90 and reduced 139. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +29%) and the biggest sale Nvidia (NVDA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0002010410
- Portfolio Value
- $188.4M (Q1 2025)
- SEC Filing
- 0001951757-25-000377 ↗ filed Apr 16, 2025
Holdings Value
Holdings 252 stocks · $188.4M
| JPM JPMorgan Chase & Co. | 4.22% | 32,369 | $7.9M | Reduce -0.2% |
| AAPL Apple Inc. | 3.92% | 33,247 | $7.4M | Add +0.4% |
| MSFT Microsoft Corp. | 3.68% | 18,484 | $6.9M | Reduce -2.8% |
| IVV iShares Core S&P 500 ETF | 3.19% | 10,696 | $6.0M | Add +28.5% |
| NVDA Nvidia Corp. | 2.74% | 47,661 | $5.2M | Reduce -5.8% |
| OKE Oneok Inc. | 2.65% | 50,283 | $5.0M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 2.24% | 22,178 | $4.2M | Add +1.1% |
| TSN Tyson Foods Inc. Class A | 2.14% | 63,255 | $4.0M | Add +0.2% |
| META Meta Platforms Inc. Class A | 1.88% | 6,131 | $3.5M | Reduce -0.9% |
| CGGR Cap Group Growth Equity | 1.55% | 85,173 | $2.9M | Add +21.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.50% | 79,511 | $2.8M | Add +19.9% |
| IJH iShares Core S&P Midcap ETF | 1.29% | 41,767 | $2.4M | Add +16.1% |
| GOOG Alphabet Inc. Class C | 1.25% | 15,027 | $2.3M | Add +10.0% |
| TSLA Tesla Inc. | 1.16% | 8,419 | $2.2M | Reduce -5.1% |
| CVX Chevron Corp. | 1.11% | 12,531 | $2.1M | Add +0.2% |
| LLY Eli Lilly & Co. | 1.10% | 2,502 | $2.1M | Reduce -6.6% |
| AVGO Broadcom Inc. | 1.09% | 12,226 | $2.0M | Reduce -13.0% |
| WMT Walmart Inc. | 0.94% | 20,141 | $1.8M | Add +0.7% |
| MA Mastercard Inc. Class A | 0.92% | 3,178 | $1.7M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.90% | 10,224 | $1.7M | Add +10.0% |
| XOM Exxon Mobil Corp. | 0.90% | 14,211 | $1.7M | Add +12.5% |
| NFLX Netflix Inc. | 0.89% | 1,803 | $1.7M | Add +3.0% |
| SHW The Sherwin-Williams Co. | 0.88% | 4,721 | $1.6M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 2,943 | $1.6M | Reduce -24.3% |
| ORCL Oracle Corp. | 0.86% | 11,608 | $1.6M | Reduce -0.9% |
| SFNC Simmons First Natl Corp. Class A | 0.86% | 78,657 | $1.6M | No change |
| GOOGL Alphabet Inc. Class A | 0.80% | 9,749 | $1.5M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.78% | 23,911 | $1.5M | Reduce -3.3% |
| QUAL iShares MSCI USA Quality Fac | 0.77% | 8,534 | $1.5M | Add +27.7% |
| KO The Coca-Cola Co. | 0.75% | 19,810 | $1.4M | Add +19.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.68% | 1,303 | $1.3M | Add +0.2% |
| AEP American Electric Power | 0.68% | 11,655 | $1.3M | Add +0.7% |
| V Visa Inc. Class A | 0.64% | 3,460 | $1.2M | Add +8.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 4,251 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.59% | 6,555 | $1.1M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 1,951 | $1.0M | Add +41.4% |
| QCOM Qualcomm Inc. | 0.53% | 6,547 | $1.0M | Add +3.6% |
| ABBV Abbvie Inc. | 0.53% | 4,772 | $1000K | Add +3.5% |
| MRK Merck & Co. Inc. | 0.53% | 11,062 | $993K | Reduce -18.7% |
| RTX RTX Corp. | 0.50% | 7,110 | $942K | Reduce -7.6% |
| VZ Verizon Communications Inc. | 0.48% | 20,062 | $910K | Add +23.3% |
| BXSL Blackstone Secured Lending F | 0.48% | 27,776 | $899K | Reduce -5.1% |
| WMB Williams Cos Inc. | 0.46% | 14,562 | $870K | Reduce -2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 7,124 | $868K | Reduce -8.6% |
| OUSM Alps Oshares US Small-Cap Qu | 0.46% | 20,410 | $858K | Add +27.9% |
| HD Home Depot Inc. | 0.45% | 2,323 | $851K | Reduce -8.9% |
| MDLZ Mondelez International Inc. Class A | 0.44% | 12,314 | $836K | Add +4.4% |
| MCD McDonald's Corp. | 0.42% | 2,538 | $793K | Reduce -3.3% |
| LOW Lowe's Cos Inc. | 0.42% | 3,385 | $789K | Reduce -7.2% |
| IBKR Interactive Brokers Gro Class A | 0.41% | 4,697 | $778K | Reduce -11.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.41% | 10,818 | $770K | Reduce -9.1% |
| PH Parker Hannifin Corp. | 0.40% | 1,246 | $757K | Reduce -7.0% |
| BA The Boeing Co. | 0.40% | 4,393 | $749K | Reduce -3.9% |
| LII Lennox International Inc. | 0.40% | 1,329 | $745K | Reduce -10.4% |
| LPLA LPL Financial Holdings Inc. | 0.38% | 2,212 | $724K | Reduce -9.1% |
| MSDL Morgan Stanley Direct Lendin | 0.38% | 36,028 | $719K | Add +38.7% |
| BMY Bristol-Myers Squibb Co. | 0.37% | 11,493 | $701K | Reduce -5.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 3,994 | $690K | Add +0.1% |
| PM Philip Morris International | 0.37% | 4,339 | $689K | Reduce -3.7% |
| AMGN Amgen Inc. | 0.37% | 2,207 | $688K | Add +7.0% |
| TDY Teledyne Technologies Inc. | 0.36% | 1,380 | $687K | Reduce -6.4% |
| AIG American International Group | 0.36% | 7,871 | $684K | Reduce -0.0% |
| CTVA Corteva Inc. | 0.36% | 10,816 | $681K | Reduce -7.4% |
| NSC Norfolk Southern Corp. | 0.36% | 2,868 | $679K | Add +0.1% |
| PNC PNC Financial Services Group | 0.35% | 3,733 | $656K | Reduce -14.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 15,620 | $652K | Reduce -7.7% |
| BX Blackstone Inc. | 0.35% | 4,659 | $651K | Reduce -4.0% |
| BKNG Booking Holdings Inc. | 0.34% | 141 | $650K | Add +2.9% |
| ITW Illinois Tool Works | 0.34% | 2,568 | $637K | Reduce -6.5% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 6,840 | $635K | Add +21.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.33% | 2,450 | $630K | No change |
| ISRG Intuitive Surgical Inc. | 0.33% | 1,242 | $615K | Reduce -8.0% |
| PGR Progressive Corp. | 0.32% | 2,120 | $600K | Reduce -0.9% |
| COF Capital One Financial Corp. | 0.31% | 3,285 | $589K | Reduce -1.6% |
| AMP Ameriprise Financial Inc. | 0.31% | 1,201 | $581K | Reduce -6.6% |
| COO The Cooper Cos Inc. | 0.31% | 6,863 | $579K | Reduce -14.8% |
| OGS One Gas Inc. | 0.30% | 7,581 | $573K | Reduce -0.3% |
| MDT Medtronic PLC | 0.30% | 6,287 | $565K | Reduce -2.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.30% | 16,886 | $564K | Add +1.2% |
| ROL Rollins Inc. | 0.30% | 10,306 | $557K | Add +3.3% |
| POOL Pool Corp. | 0.29% | 1,735 | $552K | Reduce -2.4% |
| ATO Atmos Energy Corp. | 0.29% | 3,494 | $540K | Reduce -9.1% |
| ANET Arista Networks Inc. | 0.29% | 6,970 | $540K | Reduce -8.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.29% | 2,957 | $540K | Reduce -12.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.29% | 7,333 | $539K | Reduce -2.5% |
| CRM Salesforce Inc. | 0.28% | 1,990 | $534K | Add +1.7% |
| ABT Abbott Laboratories | 0.28% | 3,986 | $529K | Add +34.8% |
| PEP Pepsico Inc. | 0.28% | 3,516 | $527K | Add +15.9% |
| ETN Eaton Corp. PLC | 0.28% | 1,932 | $525K | Reduce -18.4% |
| UBER Uber Technologies Inc. | 0.28% | 7,208 | $525K | Add +2.7% |
| PANW Palo Alto Networks Inc. | 0.28% | 3,076 | $525K | Reduce -10.2% |
| WFC Wells Fargo & Co. | 0.28% | 7,272 | $522K | Add +1.0% |
| USB US Bancorp | 0.28% | 12,343 | $521K | Reduce -9.7% |
| ADP Automatic Data Processing | 0.28% | 1,703 | $520K | Reduce -13.5% |
| COST Costco Wholesale Corp. | 0.28% | 549 | $519K | Reduce -1.1% |
| ALL Allstate Corp. | 0.27% | 2,498 | $517K | Add +3.4% |
| FTI Technipfmc PLC | 0.27% | 16,175 | $513K | Reduce -11.7% |
| INTU Intuit Inc. | 0.27% | 822 | $505K | Add +9.6% |
| ECL Ecolab Inc. | 0.26% | 1,952 | $495K | Reduce -10.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 4,999 | $493K | Reduce -1.9% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -5.8% | 2.74% | −0.68 |
| TSLA Tesla Inc. | Reduce -5.1% | 1.16% | −0.65 |
| AVGO Broadcom Inc. | Reduce -13.0% | 1.09% | −0.56 |
| MSFT Microsoft Corp. | Reduce -2.8% | 3.68% | −0.36 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -24.3% | 0.87% | −0.28 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.27 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.26 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.17 |
| OCSL Oaktree Specialty Lending Co. | Sold out | 0.00% | −0.17 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -18.7% | 0.53% | −0.16 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.15 |
| TER Teradyne Inc. | Reduce -18.4% | 0.19% | −0.15 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.80% | −0.14 |
| FE Firstenergy Corp. | Sold out | 0.00% | −0.14 |
| ANET Arista Networks Inc. | Reduce -8.0% | 0.29% | −0.14 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.13 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.13 |
| TRU Transunion | Sold out | 0.00% | −0.13 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.86% | −0.12 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.12 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.12 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.12 |
| ETN Eaton Corp. PLC | Reduce -18.4% | 0.28% | −0.12 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -13.9% | 0.22% | −0.11 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.11 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.11 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.11 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.11 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.11 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.11 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.11 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.10 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.10 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −0.10 |
| STZ Constellation Brands Inc. Class A | Reduce -26.0% | 0.18% | −0.10 |
| HDV iShares Core High Dividend E | Reduce -47.6% | 0.12% | −0.08 |
| SRE Sempra | Reduce -24.1% | 0.15% | −0.08 |
| PNC PNC Financial Services Group | Reduce -14.9% | 0.35% | −0.08 |
| BX Blackstone Inc. | Reduce -4.0% | 0.35% | −0.08 |
| COO The Cooper Cos Inc. | Reduce -14.8% | 0.31% | −0.07 |
| CAT Caterpillar Inc. | Reduce -17.3% | 0.24% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -32.3% | 0.12% | −0.06 |
| LII Lennox International Inc. | Reduce -10.4% | 0.40% | −0.06 |
| BSY Bentley Systems Inc. Class B | Reduce -10.2% | 0.23% | −0.06 |
| IBKR Interactive Brokers Gro Class A | Reduce -11.3% | 0.41% | −0.06 |
| PWR Quanta Services Inc. | Reduce -17.2% | 0.13% | −0.05 |
| SMG Scotts Miracle-Gro Co. | Reduce -16.5% | 0.14% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Add +28.5% | 3.19% | +0.72 |
| CGDV Cap Group Dividend Value | Add +19.9% | 1.50% | +0.33 |
| TSN Tyson Foods Inc. Class A | Add +0.2% | 2.14% | +0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +41.4% | 0.55% | +0.24 |
| KO The Coca-Cola Co. | Add +19.1% | 0.75% | +0.23 |
| CGGR Cap Group Growth Equity | Add +21.0% | 1.55% | +0.23 |
| JNJ Johnson & Johnson | Add +10.0% | 0.90% | +0.22 |
| XOM Exxon Mobil Corp. | Add +12.5% | 0.90% | +0.21 |
| CVX Chevron Corp. | Add +0.2% | 1.11% | +0.20 |
| CVS CVS Health Corp. | New | 0.20% | +0.20 |
| OLED Universal Display Corp. | New | 0.19% | +0.19 |
| QUAL iShares MSCI USA Quality Fac | Add +27.7% | 0.77% | +0.17 |
| IJH iShares Core S&P Midcap ETF | Add +16.1% | 1.29% | +0.16 |
| VZ Verizon Communications Inc. | Add +23.3% | 0.48% | +0.16 |
| ELV Elevance Health Inc. | New | 0.14% | +0.14 |
| AZO AutoZone Inc. | New | 0.14% | +0.14 |
| IFRA iShares US Infrastructure | New | 0.14% | +0.14 |
| AEP American Electric Power | Add +0.7% | 0.68% | +0.14 |
| DUK Duke Energy Corp. | New | 0.14% | +0.14 |
| V Visa Inc. Class A | Add +8.4% | 0.64% | +0.14 |
| INTC Intel Corp. | New | 0.13% | +0.13 |
| CCL Carnival Corp. | New | 0.13% | +0.13 |
| SCHW Schwab (charles) Corp. | New | 0.13% | +0.13 |
| APD Air Products & Chemicals Inc. | Add +96.4% | 0.23% | +0.12 |
| ABBV Abbvie Inc. | Add +3.5% | 0.53% | +0.12 |
| ABT Abbott Laboratories | Add +34.8% | 0.28% | +0.11 |
| AMLP Alerian MLP ETF | New | 0.11% | +0.11 |
| MSDL Morgan Stanley Direct Lendin | Add +38.7% | 0.38% | +0.11 |
| GLD SPDR Gold Shares | New | 0.11% | +0.11 |
| NOC Northrop Grumman Corp. | New | 0.11% | +0.11 |
| SPOT Spotify Technology SA | New | 0.11% | +0.11 |
| MINT PIMCO Enhanced Short Maturit | New | 0.11% | +0.11 |
| NFLX Netflix Inc. | Add +3.0% | 0.89% | +0.11 |
| AMT American Tower Corp. | Add +41.4% | 0.24% | +0.11 |
| OUSM Alps Oshares US Small-Cap Qu | Add +27.9% | 0.46% | +0.10 |
| COP Conocophillips | Add +54.0% | 0.24% | +0.10 |
| AMGN Amgen Inc. | Add +7.0% | 0.37% | +0.09 |
| GE General Electric | Add +46.0% | 0.20% | +0.09 |
| MDLZ Mondelez International Inc. Class A | Add +4.4% | 0.44% | +0.09 |
| T AT&T Inc. | Add +14.3% | 0.23% | +0.07 |
| IBM Intl Business Machines Corp. | Add +20.3% | 0.23% | +0.07 |
| TTE Totalenergies SE -Spon ADR | Add +14.2% | 0.22% | +0.07 |
| UBER Uber Technologies Inc. | Add +2.7% | 0.28% | +0.07 |
| ROL Rollins Inc. | Add +3.3% | 0.30% | +0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +32.5% | 0.24% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +28.1% | 0.21% | +0.06 |
| BFAM Bright Horizons Family Solut | Add +13.0% | 0.22% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +12.1% | 0.19% | +0.06 |
| LIN Linde PLC | Add +26.8% | 0.16% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +21.3% | 0.34% | +0.05 |
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 |