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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
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -2.87%
0.36%
$704,646
1,350 shares@ $521.96 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -10.18%
0.36%
$704,575
11,796 shares@ $59.73 avg price
WRBBerkley W R Corp
Recent Activity
Decreased -0.36%
0.36%
$696,622
11,904 shares@ $58.52 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -10.44%
0.35%
$675,168
3,988 shares@ $169.3 avg price
NSCNorfolk Southn Corp
Recent Activity
Decreased -1.2%
0.34%
$672,650
2,866 shares@ $234.7 avg price
ZBRAZebra Technologies Corporati
Recent Activity
Decreased -1.08%
0.34%
$670,478
1,736 shares@ $386.23 avg price
TERTeradyne Inc
Recent Activity
Decreased -17.1%
0.34%
$667,502
5,301 shares@ $125.93 avg price
USBUs Bancorp Del
Recent Activity
Decreased -3.6%
0.33%
$654,027
13,674 shares@ $47.83 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -22.65%
0.33%
$650,597
16,269 shares@ $39.99 avg price
POOLPool Corp
Recent Activity
Decreased -0.5%
0.31%
$606,191
1,778 shares@ $340.94 avg price