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  Name: EVERPAR ADVISORS LLC
  City: TULSA
  State: OK
  Zip: 74136
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,455,000
  Total Value Change : $-50,394,000
  Securities Held Change : -44
   
All Securities Held : 232
  New Positions : 14
  Closed Positions : 58
  Increased Positions : 25
  Unchanged Positions : 6
  Decreased Positions : 187

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DIS)1 Year Chart         DIS Walt Disney Co 95 New $103.25 $523,000 4,277 0.32% 523,000 4,277 0    Entertainment - Diver...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 132 New $0.00 $417,000 2,537 0.25% 417,000 2,537 0    N/A
   (AMT)1 Year Chart         AMT American Tower Corp 172 New $194.51 $316,000 1,600 0.19% 316,000 1,600 0    Integrated Telecommun...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 182 New $342.87 $287,000 851 0.17% 287,000 851 0    Closed - End Fund - E...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 190 New $64.48 $263,000 3,931 0.16% 263,000 3,931 0.001    N/A
   (CME)1 Year Chart         CME CME Group Inc 201 New $213.14 $245,000 1,139 0.15% 245,000 1,139 0    Business Services
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 209 New $445.21 $230,000 550 0.14% 230,000 550 0    Drug Manufacturers - ...
   (AXP)1 Year Chart         AXP American Express Co 208 New $242.82 $230,000 1,010 0.14% 230,000 1,010 0.004    Credit Services
   (UNP)1 Year Chart         UNP Union Pacific Corp 211 New $244.97 $230,000 934 0.14% 230,000 934 0    Railroads
   (OUSM)1 Year Chart         OUSM Alps Oshares Us Small-cap Q... 213 New $0.00 $227,000 5,337 0.14% 227,000 5,337 0    N/A
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 219 New $0.00 $219,000 7,600 0.13% 219,000 7,600 0    N/A
   (MCO)1 Year Chart         MCO Moodys Corp 221 New $413.92 $216,000 549 0.13% 216,000 549 0    Business Services
   (BOKF)1 Year Chart         BOKF BOK Financial Corp 227 New $95.68 $205,000 2,226 0.12% 205,000 2,226 0.003    Domestic Regional Banks
   (HPS)1 Year Chart         HPS John Hancock Preferred Inco... 229 New $15.40 $170,000 11,048 0.1% 170,000 11,048 0.035    Closed - End Fund - Debt
      14 Records Found
  1    
Page 1 of 1
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