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Craig Silberg

@Everpar Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$198.329MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 6.47%
4.19%
$8.293M
33,116 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.04%
4.05%
$8.014M
19,012 shares@ $421.5 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.82%
3.92%
$7.774M
32,431 shares@ $239.71 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.02%
3.43%
$6.793M
50,581 shares@ $134.29 avg price
IVVIshares Tr
Recent Activity
Increased 6.88%
2.48%
$4.899M
8,322 shares@ $588.68 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7.69%
2.43%
$4.812M
21,932 shares@ $219.39 avg price
TSNTyson Foods Inc
Recent Activity
Increased 0.39%
1.83%
$3.626M
63,120 shares@ $57.45 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.93%
1.83%
$3.624M
6,190 shares@ $585.52 avg price
TSLATesla Inc
Recent Activity
Increased 9.34%
1.81%
$3.582M
8,869 shares@ $403.85 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 0.24%
1.32%
$2.617M
70,401 shares@ $37.17 avg price