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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
VVVanguard Index Fds
Recent Activity
0.34%
$660,765
2,450 shares@ $269.7 avg price
CRMSalesforce Inc
Recent Activity
Increased 11.71%
0.33%
$654,284
1,957 shares@ $334.34 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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 12.66%
0.32%
$625,526
1,380 shares@ $453.28 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 97.81%
0.32%
$623,031
3,424 shares@ $181.96 avg price
CATCaterpillar Inc
Recent Activity
Increased 12.08%
0.31%
$609,437
1,680 shares@ $362.77 avg price
POOLPool Corp
Recent Activity
Decreased -0.5%
0.31%
$606,191
1,778 shares@ $340.94 avg price
COFCapital One Finl Corp
Recent Activity
Increased 1.56%
0.31%
$595,589
3,340 shares@ $178.33 avg price
JKHYHenry Jack & Assoc Inc
Recent Activity
Decreased -1.7%
0.31%
$595,494
3,397 shares@ $175.3 avg price