Everpar Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Everpar Advisors LLC reported 266 stock positions worth $220.1 million. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by JPMorgan Chase (JPM, 4.3%) and iShares Core S&P 500 ETF (IVV, 4.2%). Compared with Q1 2025, it opened 24 new positions, sold out of 10, added to 135 and reduced 96. The biggest buy was Nvidia (NVDA, shares +14%) and the biggest sale Oneok (OKE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0002010410
- Portfolio Value
- $220.1M (Q2 2025)
- SEC Filing
- 0001951757-25-000581 ↗ filed Jul 8, 2025
Holdings Value
Holdings 266 stocks · $220.1M
| MSFT Microsoft Corp. | 4.63% | 20,483 | $10.2M | Add +10.8% |
| JPM JPMorgan Chase & Co. | 4.33% | 32,839 | $9.5M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 4.18% | 14,810 | $9.2M | Add +38.5% |
| NVDA Nvidia Corp. | 3.90% | 54,276 | $8.6M | Add +13.9% |
| AAPL Apple Inc. | 3.13% | 33,597 | $6.9M | Add +1.1% |
| AMZN Amazon.com Inc. | 2.27% | 22,770 | $5.0M | Add +2.7% |
| META Meta Platforms Inc. Class A | 2.07% | 6,178 | $4.6M | Add +0.8% |
| CGGR Cap Group Growth Equity | 1.96% | 106,172 | $4.3M | Add +24.6% |
| OKE Oneok Inc. | 1.86% | 50,174 | $4.1M | Reduce -0.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.76% | 98,333 | $3.9M | Add +23.7% |
| AVGO Broadcom Inc. | 1.64% | 13,059 | $3.6M | Add +6.8% |
| TSN Tyson Foods Inc. Class A | 1.61% | 63,483 | $3.6M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 1.47% | 52,133 | $3.2M | Add +24.8% |
| TSLA Tesla Inc. | 1.32% | 9,127 | $2.9M | Add +8.4% |
| ORCL Oracle Corp. | 1.17% | 11,794 | $2.6M | Add +1.6% |
| NFLX Netflix Inc. | 1.13% | 1,861 | $2.5M | Add +3.2% |
| GOOG Alphabet Inc. Class C | 1.07% | 13,296 | $2.4M | Reduce -11.5% |
| WMT Walmart Inc. | 0.99% | 22,180 | $2.2M | Add +10.1% |
| QUAL iShares MSCI USA Quality Fac | 0.96% | 11,579 | $2.1M | Add +35.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.88% | 3,141 | $1.9M | Add +6.7% |
| GOOGL Alphabet Inc. Class A | 0.85% | 10,593 | $1.9M | Add +8.7% |
| LLY Eli Lilly & Co. | 0.79% | 2,241 | $1.7M | Reduce -10.4% |
| MA Mastercard Inc. Class A | 0.78% | 3,045 | $1.7M | Reduce -4.2% |
| CVX Chevron Corp. | 0.77% | 11,813 | $1.7M | Reduce -5.7% |
| CSCO Cisco Systems Inc. | 0.75% | 23,636 | $1.6M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 0.74% | 4,746 | $1.6M | Add +0.5% |
| JNJ Johnson & Johnson | 0.74% | 10,666 | $1.6M | Add +4.3% |
| SFNC Simmons First Natl Corp. Class A | 0.68% | 78,657 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 4,664 | $1.4M | Add +9.7% |
| XOM Exxon Mobil Corp. | 0.64% | 13,066 | $1.4M | Reduce -8.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.62% | 1,308 | $1.4M | Add +0.4% |
| V Visa Inc. Class A | 0.60% | 3,701 | $1.3M | Add +7.0% |
| AEP American Electric Power | 0.55% | 11,683 | $1.2M | Add +0.2% |
| OUSM Alps Oshares US Small-Cap Qu | 0.55% | 27,933 | $1.2M | Add +36.9% |
| KO The Coca-Cola Co. | 0.51% | 15,874 | $1.1M | Reduce -19.9% |
| RTX RTX Corp. | 0.47% | 7,066 | $1.0M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 2,058 | $1000K | Add +5.5% |
| PG The Procter & Gamble Co. | 0.45% | 6,261 | $998K | Reduce -4.5% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 9,009 | $992K | Add +31.7% |
| HD Home Depot Inc. | 0.43% | 2,599 | $953K | Add +11.9% |
| QCOM Qualcomm Inc. | 0.43% | 5,927 | $944K | Reduce -9.5% |
| COP Conocophillips | 0.42% | 10,413 | $934K | Add +138.7% |
| WMB Williams Cos Inc. | 0.41% | 14,484 | $910K | Reduce -0.5% |
| UBER Uber Technologies Inc. | 0.41% | 9,639 | $899K | Add +33.7% |
| ABBV Abbvie Inc. | 0.41% | 4,834 | $897K | Add +1.3% |
| PH Parker Hannifin Corp. | 0.39% | 1,237 | $864K | Reduce -0.7% |
| IBKR Interactive Brokers Gro Class A | 0.39% | 15,588 | $864K | Reduce -17.0% |
| BXSL Blackstone Secured Lending F | 0.39% | 27,776 | $854K | No change |
| MDLZ Mondelez International Inc. Class A | 0.39% | 12,591 | $849K | Add +2.3% |
| VZ Verizon Communications Inc. | 0.38% | 19,465 | $842K | Reduce -3.0% |
| BA The Boeing Co. | 0.38% | 4,007 | $840K | Reduce -8.8% |
| LPLA LPL Financial Holdings Inc. | 0.38% | 2,201 | $825K | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 17,204 | $814K | Add +10.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 6,590 | $814K | Reduce -7.5% |
| MRK Merck & Co. Inc. | 0.37% | 10,239 | $811K | Reduce -7.4% |
| BKNG Booking Holdings Inc. | 0.37% | 139 | $805K | Reduce -1.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.37% | 10,944 | $804K | Add +1.2% |
| PM Philip Morris International | 0.36% | 4,324 | $788K | Reduce -0.3% |
| NSC Norfolk Southern Corp. | 0.35% | 3,017 | $772K | Add +5.2% |
| COF Capital One Financial Corp. | 0.35% | 3,572 | $760K | Add +8.7% |
| TDY Teledyne Technologies Inc. | 0.34% | 1,481 | $759K | Add +7.3% |
| LOW Lowe's Cos Inc. | 0.34% | 3,388 | $752K | Add +0.1% |
| MCD McDonald's Corp. | 0.34% | 2,553 | $746K | Add +0.6% |
| ETN Eaton Corp. PLC | 0.34% | 2,083 | $744K | Add +7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 1,661 | $728K | Add +32.7% |
| INTU Intuit Inc. | 0.33% | 923 | $727K | Add +12.3% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 5,140 | $701K | Add +42.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.32% | 2,450 | $699K | No change |
| ISRG Intuitive Surgical Inc. | 0.31% | 1,267 | $689K | Add +2.0% |
| AIG American International Group | 0.31% | 8,032 | $687K | Add +2.0% |
| CTVA Corteva Inc. | 0.31% | 9,142 | $681K | Reduce -15.5% |
| PNC PNC Financial Services Group | 0.31% | 3,644 | $679K | Reduce -2.4% |
| WFC Wells Fargo & Co. | 0.31% | 8,467 | $678K | Add +16.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 3,796 | $671K | Reduce -5.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.30% | 12,246 | $667K | Add +34.1% |
| AMGN Amgen Inc. | 0.30% | 2,360 | $659K | Add +6.9% |
| BX Blackstone Inc. | 0.29% | 4,321 | $646K | Reduce -7.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 5,160 | $640K | Add +3.2% |
| COST Costco Wholesale Corp. | 0.29% | 646 | $640K | Add +17.7% |
| PSX Phillips 66 | 0.29% | 5,346 | $638K | Add +41.2% |
| ANET Arista Networks Inc. | 0.29% | 6,222 | $637K | Reduce -10.7% |
| ITW Illinois Tool Works | 0.28% | 2,532 | $626K | Reduce -1.4% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.28% | 16,856 | $622K | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.28% | 1,594 | $619K | Add +14.7% |
| PANW Palo Alto Networks Inc. | 0.28% | 3,022 | $618K | Reduce -1.8% |
| AMAT Applied Materials Inc. | 0.28% | 3,308 | $606K | Add +22.1% |
| AMP Ameriprise Financial Inc. | 0.27% | 1,128 | $602K | Reduce -6.1% |
| ABT Abbott Laboratories | 0.27% | 4,423 | $602K | Add +11.0% |
| LII Lennox International Inc. | 0.27% | 1,029 | $590K | Reduce -22.6% |
| BSY Bentley Systems Inc. Class B | 0.27% | 10,829 | $584K | Reduce -1.7% |
| ROL Rollins Inc. | 0.26% | 10,316 | $582K | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.26% | 3,342 | $579K | Add +41.9% |
| ATO Atmos Energy Corp. | 0.26% | 3,725 | $574K | Add +6.6% |
| USB US Bancorp | 0.26% | 12,482 | $565K | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 1,097 | $559K | No change |
| BSCU Invesco Bulletshares 2030 CB | 0.25% | 33,154 | $556K | Add +67.6% |
| MDT Medtronic PLC | 0.25% | 6,372 | $555K | Add +1.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.25% | 29,295 | $548K | Add +68.2% |
| BSCS Invesco Bulletshares 2028 CB | 0.25% | 26,694 | $547K | Add +67.1% |
| FTI Technipfmc PLC | 0.25% | 15,864 | $546K | Reduce -1.9% |
Portfolio Sells Q1 2025 → Q2 2025
| OKE Oneok Inc. | Reduce -0.2% | 1.86% | −0.79 |
| CVX Chevron Corp. | Reduce -5.7% | 0.77% | −0.34 |
| LLY Eli Lilly & Co. | Reduce -10.4% | 0.79% | −0.30 |
| XOM Exxon Mobil Corp. | Reduce -8.1% | 0.64% | −0.26 |
| KO The Coca-Cola Co. | Reduce -19.9% | 0.51% | −0.24 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.19 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -11.5% | 1.07% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -7.4% | 0.37% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -4.2% | 0.78% | −0.15 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.15 |
| SMG Scotts Miracle-Gro Co. | Sold out | 0.00% | −0.14 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -4.5% | 0.45% | −0.14 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.4% | 0.23% | −0.14 |
| MSDL Morgan Stanley Direct Lendin | Reduce -20.6% | 0.24% | −0.14 |
| COO The Cooper Cos Inc. | Reduce -23.2% | 0.17% | −0.14 |
| LII Lennox International Inc. | Reduce -22.6% | 0.27% | −0.13 |
| ELS Equity Lifestyle Properties | Sold out | 0.00% | −0.13 |
| PEP Pepsico Inc. | Reduce -21.3% | 0.17% | −0.11 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.11 |
| AMLP Alerian MLP ETF | Sold out | 0.00% | −0.11 |
| EXPO Exponent Inc. | Sold out | 0.00% | −0.11 |
| QCOM Qualcomm Inc. | Reduce -9.5% | 0.43% | −0.10 |
| PGR Progressive Corp. | Reduce -15.7% | 0.22% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -3.0% | 0.38% | −0.10 |
| POOL Pool Corp. | Reduce -16.0% | 0.19% | −0.10 |
| TJX TJX Companies Inc. | Reduce -7.5% | 0.37% | −0.09 |
| SBUX Starbucks Corp. | Reduce -24.2% | 0.12% | −0.08 |
| WSO Watsco Inc. | Reduce -1.7% | 0.19% | −0.07 |
| SAIA Saia Inc. | Reduce -6.9% | 0.11% | −0.07 |
| TTE Totalenergies SE -Spon ADR | Reduce -14.3% | 0.15% | −0.07 |
| STZ Constellation Brands Inc. Class A | Reduce -14.7% | 0.12% | −0.07 |
| CRM Salesforce Inc. | Reduce -9.9% | 0.22% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.0% | 0.30% | −0.06 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -1.8% | 0.23% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -8.1% | 0.17% | −0.06 |
| BJ Bj's Wholesale Club Holdings | Reduce -2.6% | 0.21% | −0.06 |
| CTRA Coterra Energy Inc. | Reduce -0.4% | 0.16% | −0.05 |
| ITW Illinois Tool Works | Reduce -1.4% | 0.28% | −0.05 |
| CHE Chemed Corp. | Reduce -1.4% | 0.11% | −0.05 |
| BX Blackstone Inc. | Reduce -7.3% | 0.29% | −0.05 |
| CNC Centene Corp. | Reduce -3.8% | 0.14% | −0.05 |
| CTVA Corteva Inc. | Reduce -15.5% | 0.31% | −0.05 |
| DHR Danaher Corp. | Reduce -10.1% | 0.15% | −0.05 |
| JKHY Jack Henry & Associates Inc. | Reduce -1.8% | 0.24% | −0.05 |
| WMB Williams Cos Inc. | Reduce -0.5% | 0.41% | −0.05 |
| LEN Lennar Corp. Class A | Reduce -1.6% | 0.20% | −0.05 |
| PCG P G & E Corp. | Reduce -4.0% | 0.09% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +13.9% | 3.90% | +1.15 |
| IVV iShares Core S&P 500 ETF | Add +38.5% | 4.18% | +0.99 |
| MSFT Microsoft Corp. | Add +10.8% | 4.63% | +0.95 |
| AVGO Broadcom Inc. | Add +6.8% | 1.64% | +0.55 |
| CGGR Cap Group Growth Equity | Add +24.6% | 1.96% | +0.41 |
| ORCL Oracle Corp. | Add +1.6% | 1.17% | +0.31 |
| CGDV Cap Group Dividend Value | Add +23.7% | 1.76% | +0.26 |
| NFLX Netflix Inc. | Add +3.2% | 1.13% | +0.24 |
| META Meta Platforms Inc. Class A | Add +0.8% | 2.07% | +0.20 |
| QUAL iShares MSCI USA Quality Fac | Add +35.7% | 0.96% | +0.19 |
| COP Conocophillips | Add +138.7% | 0.42% | +0.18 |
| IJH iShares Core S&P Midcap ETF | Add +24.8% | 1.47% | +0.18 |
| TSLA Tesla Inc. | Add +8.4% | 1.32% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +42.8% | 0.32% | +0.16 |
| GILD Gilead Sciences Inc. | New | 0.15% | +0.15 |
| NOW ServiceNow Inc. | New | 0.15% | +0.15 |
| UBER Uber Technologies Inc. | Add +33.7% | 0.41% | +0.13 |
| DGRO iShares Core Dividend Growth | New | 0.12% | +0.12 |
| NKE Nike Inc. Class B | New | 0.12% | +0.12 |
| FLUT Flutter Entertainment PLC-Di | New | 0.12% | +0.12 |
| SNOW Snowflake Inc. | New | 0.11% | +0.11 |
| IVW iShares S&P 500 Growth ETF | Add +31.7% | 0.45% | +0.11 |
| VST Vistra Corp. | New | 0.11% | +0.11 |
| BND Vanguard Total Bond Market | New | 0.11% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 4.33% | +0.11 |
| HWM Howmet Aerospace Inc. | New | 0.11% | +0.11 |
| HON Honeywell International Inc. | New | 0.11% | +0.11 |
| PAYX Paychex Inc. | New | 0.11% | +0.11 |
| DAL Delta Air Lines Inc. | New | 0.11% | +0.11 |
| ON On Semiconductor | New | 0.11% | +0.11 |
| CARR Carrier Global Corp. | New | 0.11% | +0.11 |
| THC Tenet Healthcare Corp. | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| FLEX Flex Ltd. | New | 0.10% | +0.10 |
| ABNB Airbnb Inc. Class A | New | 0.10% | +0.10 |
| GEV GE Vernova Inc. | Add +16.9% | 0.24% | +0.10 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.10% | +0.10 |
| KMI Kinder Morgan Inc. | New | 0.10% | +0.10 |
| TEL Te Connectivity PLC | New | 0.10% | +0.10 |
| OSK Oshkosh Corp. | New | 0.09% | +0.09 |
| OUSM Alps Oshares US Small-Cap Qu | Add +36.9% | 0.55% | +0.09 |
| O Realty Income Corp. | New | 0.09% | +0.09 |
| TRU Transunion | New | 0.09% | +0.09 |
| IYW iShares Ustechnology ETF | Add +41.9% | 0.26% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +32.7% | 0.33% | +0.08 |
| BSCV Invesco Bulletshares 2031 CB | Add +78.6% | 0.23% | +0.08 |
| BSCU Invesco Bulletshares 2030 CB | Add +67.6% | 0.25% | +0.08 |
| BSCT Invesco Bulletshares 2029 CB | Add +68.2% | 0.25% | +0.08 |
| BSCS Invesco Bulletshares 2028 CB | Add +67.1% | 0.25% | +0.08 |
| BSCR Invesco Bulletshares 2027 CB | Add +67.7% | 0.25% | +0.08 |
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 |