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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
MDTMedtronic Plc
Recent Activity
Increased 3.68%
0.26%
$513,389
6,427 shares@ $79.89 avg price
PGRProgressive Corp
Recent Activity
Decreased -9.43%
0.26%
$512,765
2,140 shares@ $239.61 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -3.99%
0.26%
$512,640
1,249 shares@ $410.45 avg price
ECLEcolab Inc
Recent Activity
Increased 0.93%
0.26%
$511,989
2,185 shares@ $234.32 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.94%
0.26%
$511,415
2,264 shares@ $225.9 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.97%
0.26%
$508,530
555 shares@ $916.28 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -9.28%
0.26%
$505,728
7,200 shares@ $70.24 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 0.24%
0.25%
$495,316
865 shares@ $572.62 avg price
AZNAstrazeneca Plc
Recent Activity
Increased 0.93%
0.25%
$492,972
7,524 shares@ $65.52 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.92%
0.25%
$488,952
23,206 shares@ $21.08 avg price