EVERPAR ADVISORS LLC logo

EVERPAR ADVISORS LLC

RIA/Wealth

EVERPAR ADVISORS LLC is a RIA/Wealth based in Tulsa, OK led by Craig Robert Silberg, reporting $488.5M in AUM as of Q3 2025 with IVV as the largest holding (5% allocation).

Managing PartnerCraig Robert Silberg
Portfolio Value
$252.9M
Positions
276
Top Holding
IVV at 4.9%
Last Reported
Q3 2025
Address2431 E. 61st Street, Suite 825, Tulsa, OK, 74136, United States

Top Holdings

Largest long holdings in EVERPAR ADVISORS LLC's portfolio (31.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$12.4M
4.90%
+$2.5M
Bought
18.5K shares
Software - Infrastructure
Technology
$11.2M
4.41%
+$551.6K
Bought
0.00%
21.5K shares
3
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$11.1M
4.40%
+$1.0M
Bought
0.00%
59.7K shares
Banks - Diversified
Financial Services
$10.4M
4.11%
+$38.2K
Bought
0.00%
33.0K shares
5
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$9.6M
3.81%
+$1.1M
Bought
0.00%
37.9K shares
6
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$5.3M
2.11%
+$346.0K
Bought
0.00%
24.3K shares
ETF
ETF
$5.3M
2.11%
+$664.0K
Bought
121.3K shares
ETF
ETF
$4.8M
1.91%
+$693.1K
Bought
114.8K shares
Semiconductors
Technology
$4.5M
1.80%
+$241.2K
Bought
0.00%
13.8K shares
Internet Content & Information
Communication Services
$4.4M
1.73%
-$154.2K
Sold
0.00%
6.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EVERPAR ADVISORS LLC's latest filing

See all changes
Market Value
$252.9M
Prior: $220.1M
Q/Q Change
+14.92%
+$32.8M
Net Flows % of MV
+6.11%
Turnover Ratio
6.74%
New Purchases
12 stocks
$3.0M
Added To
116 stocks
+$20.4M
Sold Out Of
14 stocks
$3.6M
Reduced Holdings
122 stocks
-$4.4M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
1
Ansys logo
Ansys
ANSS
Sold
Sold
Sold
4
Zoetis logo
Sold
Sold

Analytics

Portfolio insights and performance metrics for EVERPAR ADVISORS LLC

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Sector Allocation

Technology: 23.50%TechnologyETF: 21.50%ETFFinancial Services: 12.50%Financial ServicesIndustrials: 7.50%Consumer Cyclical: 7.10%Communication Services: 6.30%Healthcare: 6.10%Energy: 4.80%Consumer Defensive: 4.80%Utilities: 2.30%Basic Materials: 1.80%Real Estate: 0.30%
Technology
23.50%
ETF
21.50%
Financial Services
12.50%
Industrials
7.50%
Consumer Cyclical
7.10%
Communication Services
6.30%
Healthcare
6.10%
Energy
4.80%
Consumer Defensive
4.80%
Utilities
2.30%
Basic Materials
1.80%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 43.23%Mega Cap (> $200B)Large Cap ($10B - $200B): 31.28%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.26%Small Cap ($300M - $2B): 0.21%Nano Cap (< $50M): 0.13%N/A (ETF or Unknown): 22.89%N/A (ETF or Unknown)
Mega Cap (> $200B)
43.23%
Large Cap ($10B - $200B)
31.28%
Mid Cap ($2B - $10B)
2.26%
Small Cap ($300M - $2B)
0.21%
Nano Cap (< $50M)
0.13%
N/A (ETF or Unknown)
22.89%

Portfolio Concentration

Top 10 Holdings %
31.3%
Top 20 Holdings %
44.42%
Top 50 Holdings %
61.32%
Top 100 Holdings %
76.23%

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