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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
AVGOBroadcom Inc
Recent Activity
Decreased -2.31%
1.65%
$3.257M
14,049 shares@ $231.84 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 0.24%
1.32%
$2.617M
70,401 shares@ $37.17 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.93%
1.32%
$2.602M
13,662 shares@ $190.44 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 4.73%
1.18%
$2.338M
66,320 shares@ $35.26 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 29.07%
1.15%
$2.28M
3,890 shares@ $586.08 avg price
IJHIshares Tr
Recent Activity
Increased 5.03%
1.14%
$2.242M
35,978 shares@ $62.31 avg price
LLYEli Lilly & Co
Recent Activity
Increased 0.64%
1.05%
$2.069M
2,680 shares@ $772.0 avg price
ORCLOracle Corp
Recent Activity
Increased 0.1%
0.99%
$1.952M
11,714 shares@ $166.65 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 12.09%
0.95%
$1.868M
9,870 shares@ $189.3 avg price
CVXChevron Corp New
Recent Activity
Decreased -6.45%
0.92%
$1.811M
12,503 shares@ $144.85 avg price