Everpar Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Everpar Advisors LLC
CRD #326468
SEC #801-128638
CIK #0002010410
AUM $406.0 MM (2024-03-04)
Employees 8 (62% Investors, 0% Brokers)
Phone918-221-9290
Address2431 E 61st Street
Tulsa, OK 74136
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002009201420192025
CIK Period
0002010410
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 9.6
Microsoft Corp 1,918,222.4 9.1
Nvidia Corp 399,550.0 7.1
J P Morgan Chase & Co 340,169.2 6.7
Amazon Com Inc 1,092,997.8 4.3
Oneok Inc /New/ 25,448.2 4.2
Tyson Foods Inc 30,955.9 3.6
Facebook Inc 434,852.0 3.2
Alphabet Inc 1,482,566.4 2.6
Broadcom Inc 201,282.9 2.6
Lilly Eli & Co 301,789.7 2.5
Chevron Corp 294,604.1 2.3
Alphabet Inc 1,475,138.5 1.9
Merck & Co Inc 232,371.9 1.9
Tesla Motors Inc 723,390.3 1.8
Oracle Corp 182,760.6 1.8
Netflix Inc 79,791.6 1.6
Exxon Mobil Corp 385,508.3 1.6
Qualcomm Inc/DE 147,392.0 1.6
Mastercard Inc 309,583.1 1.4
Simmons First National Corp 2,794.7 1.4
Sherwin Williams Co 58,089.9 1.4
Wal Mart Stores Inc 335,434.5 1.3
Johnson & Johnson 465,600.2 1.3
Oaktree Specialty Lending Corp 1,197.4 1.3
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 75 19.3
(b) Individuals (high net worth individuals) 108 365.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 21.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 731 406.0
By Discretionary
Discretionary 731 406.0
Non-Discretionary 0 0.0
Total 731 406.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 406.0
Total 731 406.0
EDGAR Form CIK 2011 - 2024
13F-HR [0002010410]
Comparable Firms State AUM ($BB)
Addison Advisors LLC
VT 0.4
Brophy Wealth Management LLC
NH 0.4
Peirce Capital Management LLC
TX 0.4
Kades & Cheifetz LLC
PA 0.4
Clifford Capital Partners LLC
UT 0.4
Allred Capital Management LLC
TX 0.4
Mark Sheptoff Financial Planning LLC
CT 0.4
Ratson Advisory LLC
NY 0.4
Argonautica Private Wealth Management Inc
MA 0.4
Access Wealth Planning LLC
NJ 0.4
Terms | Privacy | Guide
tony@aum13f.com