Portfolio (Quarterly)
Guide ↗
EVERPAR ADVISORS LLC
· CIK 0002010410| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 6,043 | $556K | 0.21% | SOLD |
| 2 | ACN | ACCENTURE PLC IRELAND | Technology | 1,892 | $508K | 0.19% | SOLD |
| 3 | SONY | SONY GROUP CORP | Technology | 13,190 | $338K | 0.12% | SOLD |
| 4 | IWF | ISHARES TR | — | 695 | $329K | 0.12% | SOLD |
| 5 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 881 | $309K | 0.12% | SOLD |
| 6 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,344 | $300K | 0.11% | SOLD |
| 7 | JKHY | HENRY JACK & ASSOC INC | Technology | 1,564 | $285K | 0.11% | SOLD |
| 8 | MET | METLIFE INC | Financial Services | 3,424 | $270K | 0.10% | SOLD |
| 9 | FICO | FAIR ISAAC CORP | Technology | 156 | $264K | 0.10% | SOLD |
| 10 | B | BARRICK MNG CORP | Basic Materials | 5,930 | $258K | 0.10% | SOLD |
| 11 | SPGI | S&P GLOBAL INC | Financial Services | 488 | $255K | 0.10% | SOLD |
| 12 | SNOW | SNOWFLAKE INC | Technology | 1,144 | $251K | 0.09% | SOLD |
| 13 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,202 | $249K | 0.09% | SOLD |
| 14 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 620 | $247K | 0.09% | SOLD |
| 15 | THC | TENET HEALTHCARE CORP | Healthcare | 1,230 | $244K | 0.09% | SOLD |
| 16 | NKE | NIKE INC | Consumer Cyclical | 3,734 | $238K | 0.09% | SOLD |
| 17 | BSY | BENTLEY SYS INC | Technology | 6,164 | $235K | 0.09% | SOLD |
| 18 | RPM | RPM INTL INC | Basic Materials | 2,196 | $228K | 0.09% | SOLD |
| 19 | VOO | VANGUARD INDEX FDS | — | 360 | $226K | 0.08% | SOLD |
| 20 | VONV | VANGUARD SCOTTSDALE FDS | — | 2,315 | $214K | 0.08% | SOLD |
Sector Allocation
Technology
29.2%
Financial Services
15.6%
Industrials
9.3%
Communication Services
8.8%
Healthcare
8.0%
Consumer Cyclical
8.0%
Energy
7.6%
Consumer Defensive
7.4%
Utilities
3.2%
Basic Materials
1.9%