Everpar Advisors Llc Portfolio Stock Holdings
Everpar Advisors Llc disclosed 282 stock positions valued at approximately $290.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 282
- Portfolio Value
- $290.4M
Holdings by Sector
Everpar Advisors Llc Portfolio Holdings in Q1 2026
280 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 6.54% | 29,074 | +2,908 | +11.11% | $18,991,144 |
| NVIDIA CORPORATION | NVDA | Technology | 4.42% | 73,592 | +7,699 | +11.68% | $12,834,430 |
| APPLE INC | AAPL | Technology | 4.19% | 47,949 | +6,174 | +14.78% | $12,168,858 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.48% | 34,315 | +449 | +1.33% | $10,094,211 |
| MICROSOFT CORP | MSFT | Technology | 3.24% | 25,396 | +2,437 | +10.61% | $9,400,663 |
| VANGUARD INDEX FDS | VTV | Other | 2.04% | 30,267 | +16,339 | +117.31% | $5,938,409 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.04% | 28,384 | +2,529 | +9.78% | $5,911,512 |
| TYSON FOODS INC | TSN | Consumer Defensive | 1.79% | 81,323 | +80 | +0.10% | $5,210,395 |
| ONEOK INC NEW | OKE | Energy | 1.76% | 56,459 | -138 | -0.24% | $5,103,352 |
| ALPHABET INC | GOOG | Communication Services | 1.71% | 17,350 | +1,567 | +9.93% | $4,976,946 |
| BROADCOM INC | AVGO | Technology | 1.71% | 16,026 | +945 | +6.27% | $4,960,129 |
| ALPHABET INC | GOOGL | Communication Services | 1.64% | 16,545 | +2,028 | +13.97% | $4,757,790 |
| SPDR SERIES TRUST | SPYG | Other | 1.54% | 45,764 | +12,297 | +36.74% | $4,480,760 |
| META PLATFORMS INC | META | Communication Services | 1.42% | 7,183 | +770 | +12.01% | $4,109,610 |
| TESLA INC | TSLA | Consumer Cyclical | 1.38% | 10,811 | +818 | +8.19% | $4,019,161 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.21% | 60,554 | +10,413 | +20.77% | $3,523,012 |
| WALMART INC | WMT | Consumer Defensive | 1.17% | 27,380 | +424 | +1.57% | $3,402,786 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.03% | 12,296 | +1,002 | +8.87% | $3,005,717 |
| ISHARES TR | IJS | Other | 1.03% | 25,341 | +25,341 | +100.00% | $3,001,641 |
| EXXON MOBIL CORP | XOM | Energy | 1.01% | 17,241 | +2,297 | +15.37% | $2,925,108 |
| ISHARES TR | LRGF | Other | 1.00% | 43,876 | +6,574 | +17.62% | $2,895,822 |
| CHEVRON CORPORATION | CVX | Energy | 0.95% | 13,354 | +1,162 | +9.53% | $2,762,903 |
| VANGUARD INDEX FDS | VUG | Other | 0.93% | 6,199 | +542 | +9.58% | $2,707,678 |
| RTX CORPORATION | RTX | Industrials | 0.92% | 13,833 | -108 | -0.77% | $2,668,386 |
| ELI LILLY & CO | LLY | Healthcare | 0.85% | 2,678 | -363 | -11.94% | $2,463,144 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.83% | 3,703 | +357 | +10.67% | $2,408,203 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.77% | 10,811 | +2,902 | +36.69% | $2,249,159 |
| CISCO SYS INC | CSCO | Technology | 0.74% | 27,660 | +305 | +1.11% | $2,146,127 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.69% | 47,054 | -8,876 | -15.87% | $2,001,687 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.68% | 49,494 | -9,300 | -15.82% | $1,989,163 |
| ISHARES TR | IJH | Other | 0.66% | 28,449 | -4,610 | -13.94% | $1,921,137 |
| ORACLE CORP | ORCL | Technology | 0.66% | 12,956 | +965 | +8.05% | $1,905,957 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.63% | 3,829 | +768 | +25.09% | $1,834,857 |
| NETFLIX INC. | NFLX | Communication Services | 0.62% | 18,576 | +2,165 | +13.19% | $1,786,082 |
| ISHARES TR | MTUM | Other | 0.56% | 6,833 | +1,519 | +28.58% | $1,639,842 |
| SIMMONS FIRST NATL CORP | SFNC | Financial Services | 0.53% | 79,562 | +898 | +1.14% | $1,547,481 |
| VISA INC | V | Financial Services | 0.53% | 5,108 | +812 | +18.90% | $1,543,842 |
| VANGUARD INDEX FDS | VTI | Other | 0.52% | 4,678 | -13 | -0.28% | $1,500,749 |
| WW GRAINGER INC | GWW | Industrials | 0.50% | 1,342 | +28 | +2.13% | $1,463,867 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.50% | 2,913 | -108 | -3.57% | $1,455,510 |
| ABBVIE INC | ABBV | Healthcare | 0.50% | 6,659 | +377 | +6.00% | $1,448,282 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.48% | 4,356 | -55 | -1.25% | $1,396,316 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.47% | 81,549 | +5,669 | +7.47% | $1,363,427 |
| CATERPILLAR INC | CAT | Industrials | 0.47% | 1,910 | +161 | +9.21% | $1,353,159 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.46% | 69,120 | +4,685 | +7.27% | $1,349,915 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.46% | 68,598 | +4,640 | +7.25% | $1,346,238 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.46% | 65,771 | +4,428 | +7.22% | $1,343,242 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.46% | 71,978 | +4,904 | +7.31% | $1,343,134 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.46% | 10,190 | -205 | -1.97% | $1,335,705 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 0.46% | 80,413 | +7,610 | +10.45% | $1,323,601 |
| APPLIED MATLS INC | AMAT | Technology | 0.45% | 3,819 | +428 | +12.62% | $1,305,296 |
| ISHARES TR | QUAL | Other | 0.43% | 6,558 | -947 | -12.62% | $1,257,855 |
| WILLIAMS COS INC | WMB | Energy | 0.41% | 16,203 | -374 | -2.26% | $1,179,254 |
| MERCK & CO INC | MRK | Healthcare | 0.40% | 9,540 | +1,313 | +15.96% | $1,147,567 |
| COCA COLA CO | KO | Consumer Defensive | 0.38% | 14,379 | +1,742 | +13.78% | $1,093,523 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.37% | 12,709 | +12,709 | +100.00% | $1,078,232 |
| INVESCO EXCH TRD SLF IDX FD | BSCW | Other | 0.36% | 51,272 | +8,864 | +20.90% | $1,055,593 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.36% | 7,207 | +1,270 | +21.39% | $1,054,240 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.36% | 3,100 | -309 | -9.06% | $1,047,304 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.35% | 6,453 | +145 | +2.30% | $1,030,544 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.34% | 997 | +364 | +57.50% | $993,441 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.33% | 1,143 | +125 | +12.28% | $966,967 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.33% | 1,065 | +40 | +3.90% | $953,431 |
| PHILLIPS 66 | PSX | Energy | 0.32% | 5,163 | +261 | +5.32% | $940,595 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.32% | 2,961 | +353 | +13.54% | $920,372 |
| BANK AMERICA CORP | BAC | Financial Services | 0.31% | 18,422 | -1,174 | -5.99% | $898,081 |
| ARISTA NETWORKS INC | ANET | Other | 0.30% | 7,203 | +254 | +3.66% | $884,384 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.30% | 2,604 | +128 | +5.17% | $879,886 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.30% | 5,204 | +677 | +14.95% | $860,429 |
| VANGUARD STAR FDS | VXUS | Other | 0.29% | 11,079 | +11,079 | +100.00% | $854,302 |
| GE AEROSPACE | GE | Industrials | 0.29% | 3,008 | +599 | +24.87% | $853,580 |
| CONOCOPHILLIPS | COP | Energy | 0.29% | 6,379 | -483 | -7.04% | $842,028 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.29% | 2,924 | -239 | -7.56% | $839,188 |
| CORNING INC | GLW | Technology | 0.28% | 6,076 | -1,719 | -22.05% | $826,154 |
| BOEING CO | BA | Industrials | 0.28% | 4,121 | +327 | +8.62% | $820,203 |
| TECHNIPFMC PLC | G87110105 | Other | 0.28% | 11,734 | -541 | -4.41% | $811,171 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.27% | 5,523 | +397 | +7.74% | $797,742 |
| AMGEN INC | AMGN | Healthcare | 0.27% | 2,244 | +239 | +11.92% | $789,509 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.27% | 15,489 | +2,108 | +15.75% | $777,550 |
| GE VERNOVA INC | GEV | Utilities | 0.26% | 877 | +130 | +17.40% | $765,533 |
| LAM RESEARCH CORP | LRCX | Other | 0.26% | 3,485 | +297 | +9.32% | $744,605 |
| PEPSICO INC | PEP | Consumer Defensive | 0.26% | 4,769 | +6 | +0.13% | $740,578 |
| WELLS FARGO & CO | WFC | Financial Services | 0.25% | 9,301 | -97 | -1.03% | $740,453 |
| VANGUARD INDEX FDS | VV | Other | 0.25% | 2,450 | - | - | $732,182 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.24% | 2,159 | +162 | +8.11% | $710,197 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.24% | 2,999 | -237 | -7.32% | $708,604 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.23% | 1,386 | +113 | +8.88% | $681,261 |
| AT&T INC | T | Communication Services | 0.23% | 23,387 | +3,636 | +18.41% | $677,989 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.23% | 4,862 | +475 | +10.83% | $677,617 |
| ISHARES TR | DGRO | Other | 0.23% | 9,521 | +43 | +0.45% | $668,169 |
| KLA CORP | KLAC | Technology | 0.23% | 449 | +85 | +23.35% | $661,112 |
| ALLSTATE CORP | ALL | Financial Services | 0.23% | 3,165 | +541 | +20.62% | $656,231 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.22% | 9,739 | -578 | -5.60% | $653,195 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.22% | 16,806 | -200 | -1.18% | $645,687 |
| ISHARES TR | HDV | Other | 0.22% | 4,745 | -332 | -6.54% | $643,971 |
| SALESFORCE INC | CRM | Technology | 0.22% | 3,442 | +914 | +36.16% | $642,518 |
| QUALCOMM INC | QCOM | Technology | 0.22% | 4,942 | -965 | -16.34% | $636,431 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.22% | 3,125 | +707 | +29.24% | $635,719 |
| ONE GAS INC | OGS | Utilities | 0.22% | 7,269 | - | - | $626,079 |
| CITIGROUP INC | C | Financial Services | 0.22% | 5,520 | +76 | +1.40% | $626,023 |