Craig Silberg

@Everpar Advisors Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$198.329M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BAHBooz Allen Hamilton Hldg Cor Recent Activity Exited	0%	$202,799 1,246 shares@ $162.77 avg price	Exited
HUBBHubbell Inc Recent Activity Exited	0%	$201,753 471 shares@ $428.36 avg price	Exited
ROPRoper Technologies Inc Recent Activity Exited	0%	$201,431 362 shares@ $556.44 avg price	Exited
SWNSouthwestern Energy Co Recent Activity Exited	0%	$119,270 16,775 shares@ $7.11 avg price	Exited