Craig Silberg

@Everpar Advisors Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$198.329M

Total holdings263

Assets growth rate2.59%

Assets growth rate (2-Q avg)-0.31%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Everpar Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 263 positions.

Assets under management

The assets under management (AUM) of Everpar Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 198.329M in assets, with a quarterly growth rate of 2.59% and a 2-quarter average growth rate of -0.31%. The portfolio is managed by Craig Silberg, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity New Position	0.43%	$837,265 7,575 shares@ $110.54 avg price	New Position
IWDIshares Tr Recent Activity New Position	0.29%	$568,534 3,071 shares@ $185.13 avg price	New Position
HDVIshares Tr Recent Activity New Position	0.21%	$397,554 3,541 shares@ $112.28 avg price	New Position
IWFIshares Tr Recent Activity New Position	0.18%	$346,162 862 shares@ $401.59 avg price	New Position
OLLIOllies Bargain Outlet Hldgs Recent Activity New Position	0.17%	$318,875 2,906 shares@ $109.73 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.16%	$301,382 294 shares@ $1025.11 avg price	New Position
BSCPInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.14%	$268,120 12,984 shares@ $20.66 avg price	New Position
HUBSHubspot Inc Recent Activity New Position	0.14%	$266,863 383 shares@ $696.78 avg price	New Position
BSCSInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.14%	$264,971 13,163 shares@ $20.13 avg price	New Position
BSCRInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.14%	$264,480 13,577 shares@ $19.49 avg price	New Position