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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
BABoeing Co
Recent Activity
Increased 15.16%
0.41%
$809,421
4,573 shares@ $177.0 avg price
LPLALpl Finl Hldgs Inc
Recent Activity
Increased 0.13%
0.41%
$794,072
2,432 shares@ $326.51 avg price
ETNEaton Corp Plc
Recent Activity
Increased 0.3%
0.4%
$785,536
2,367 shares@ $331.87 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.19%
0.39%
$760,961
2,625 shares@ $289.89 avg price
BACBank America Corp
Recent Activity
Decreased -1.02%
0.38%
$743,458
16,916 shares@ $43.95 avg price
COOCooper Cos Inc
Recent Activity
Decreased -3.59%
0.38%
$740,312
8,053 shares@ $91.93 avg price
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
OUSMAlps Etf Tr
Recent Activity
Increased 9.54%
0.36%
$697,432
15,952 shares@ $43.73 avg price
WRBBerkley W R Corp
Recent Activity
Decreased -0.36%
0.36%
$696,622
11,904 shares@ $58.52 avg price