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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
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.14%
$264,306
13,603 shares@ $19.43 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
0.14%
$259,159
455 shares@ $569.59 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.13%
$249,987
760 shares@ $328.94 avg price
RCLRoyal Caribbean Group
Recent Activity
New Position
0.13%
$247,761
1,074 shares@ $230.69 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.13%
$240,957
3,186 shares@ $75.63 avg price
EFAIshares Tr
Recent Activity
New Position
0.12%
$235,071
3,109 shares@ $75.61 avg price
KMIKinder Morgan Inc Del
Recent Activity
New Position
0.12%
$233,530
8,523 shares@ $27.4 avg price
CORCencora Inc
Recent Activity
New Position
0.12%
$229,398
1,021 shares@ $224.68 avg price
TTWOTake-two Interactive Softwar
Recent Activity
New Position
0.12%
$222,737
1,210 shares@ $184.09 avg price
IWSIshares Tr
Recent Activity
New Position
0.12%
$221,559
1,713 shares@ $129.34 avg price