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| Happy Holidays!! thanks for using AUM13F!! |
| Everpar Advisors LLC
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| CRD # | 326468 |
| SEC # | 801-128638 |
| CIK # | 0002010410 |
| AUM | $488.5 M (2025-07-03) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 918-221-9290 |
| Address | 2431 E 61st Street Tulsa, OK 74136 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010410 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.2 | ||
| J P Morgan Chase & Co | 9.5 | ||
| Nvidia Corp | 8.6 | ||
| Apple Inc | 6.9 | ||
| Amazon Com Inc | 5.0 | ||
| Facebook Inc | 4.6 | ||
| Oneok Inc /New/ | 4.1 | ||
| Broadcom Inc | 3.6 | ||
| Tyson Foods Inc | 3.6 | ||
| Tesla Motors Inc | 2.9 | ||
| Oracle Corp | 2.6 | ||
| Netflix Inc | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Alphabet Inc | 1.9 | ||
| Lilly Eli & Co | 1.7 | ||
| Mastercard Inc | 1.7 | ||
| Chevron Corp | 1.7 | ||
| Cisco Systems Inc | 1.6 | ||
| Sherwin Williams Co | 1.6 | ||
| Johnson & Johnson | 1.6 | ||
| Simmons First National Corp | 1.5 | ||
| Exxon Mobil Corp | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 24.8 |
| (b) Individuals (high net worth individuals) | 122 | 436.8 |
| (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 | 23.9 |
| (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 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 816 | 488.5 |
| By Discretionary | ||
| Discretionary | 816 | 488.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 816 | 488.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 488.5 | |
| Total | 816 | 488.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010410] |
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|---|---|---|
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Saybrook Capital Corp
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USAdvisors Wealth Management LLC
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Marin Financial Advisors LLC
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Dedora Capital Inc
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