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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
QUALIshares Tr
Recent Activity
Increased 7.79%
0.61%
$1.19M
6,684 shares@ $178.09 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.48%
0.56%
$1.093M
6,521 shares@ $167.66 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 11.35%
0.54%
$1.067M
11,571 shares@ $92.23 avg price
VVisa Inc
Recent Activity
Increased 0.6%
0.51%
$1.009M
3,192 shares@ $316.05 avg price
HDHome Depot Inc
Recent Activity
Increased 4.56%
0.51%
$991,924
2,550 shares@ $388.99 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Increased 4.01%
0.48%
$945,816
29,273 shares@ $32.32 avg price
IBKRInteractive Brokers Group In
Recent Activity
Increased 3.77%
0.48%
$935,468
5,295 shares@ $176.68 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.25%
0.46%
$900,573
3,649 shares@ $246.8 avg price
PHParker-hannifin Corp
Recent Activity
Increased 1.29%
0.43%
$851,644
1,339 shares@ $636.03 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Increased 1.79%
0.43%
$846,419
4,389 shares@ $192.86 avg price