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Home > Institutional Investor > Everpar Advisors Llc > Profile

Instuitional Investor - Everpar Advisors Llc

Fund Profile
Filing Period:
Fund Name: Everpar Advisors Llc
Portfolio Value $220,077,085
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 20,483 $10,188,508 4.63%
2.
Jpmorgan Chase & Co
 JPM 32,839 $9,520,354 4.33%
3.
Ishares Trust
 IEF 14,810 $9,195,293 4.18%
4.
Nvidia Corp
 NVDA 54,276 $8,575,016 3.9%
5.
Apple Inc.
 AAPL 33,597 $6,893,176 3.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)