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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
VTIVanguard Index Fds
Recent Activity
Increased 1.2%
0.63%
$1.232M
4,251 shares@ $289.81 avg price
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
KOCoca Cola Co
Recent Activity
Decreased -2.05%
0.53%
$1.036M
16,634 shares@ $62.27 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
QCOMQualcomm Inc
Recent Activity
Decreased -8.37%
0.49%
$970,878
6,320 shares@ $153.62 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Increased 4.01%
0.48%
$945,816
29,273 shares@ $32.32 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.26%
0.48%
$941,231
7,791 shares@ $120.82 avg price