Everhart Financial Group
Latest statistics and disclosures from Everhart Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AAPL, MSFT, SCHG, SCHB, and represent 25.27% of Everhart Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IWV, IWB, BSV, MSFT, AAPL, NVDA, SHOP, COP, DIS, UBER.
- Started 38 new stock positions in THG, HEI.A, IWB, HOPE, LGF.A, GL, AKAM, SPG, IWV, CPB.
- Reduced shares in these 10 stocks: BND, MUB, SCHX, BA, JNJ, BIV, Hostess Brands, MS, SUB, RIVN.
- Sold out of its positions in AWK, BDX, CLX, HAL, Hostess Brands, IDLV, EFAV, KR, MS, NOK. RIVN.
- Everhart Financial Group was a net buyer of stock by $20M.
- Everhart Financial Group has $282M in assets under management (AUM), dropping by 19.75%.
- Central Index Key (CIK): 0001852858
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Portfolio Holdings for Everhart Financial Group
Everhart Financial Group holds 240 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 10.0 | $28M | 121k | 234.27 |
|
|
| Apple (AAPL) | 4.4 | $13M | +6% | 65k | 192.53 |
|
| Microsoft Corporation (MSFT) | 4.0 | $11M | +11% | 30k | 376.04 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.5 | $10M | 120k | 82.96 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.2 | $9.2M | 165k | 55.67 |
|
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| Vanguard Index Fds Value Etf (VTV) | 3.2 | $8.9M | 60k | 149.50 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 2.8 | $7.9M | +2% | 25k | 310.88 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $6.8M | +11% | 14k | 495.22 |
|
| Amazon (AMZN) | 1.8 | $5.0M | +8% | 33k | 151.94 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.5 | $4.2M | +2% | 23k | 179.97 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $4.1M | +4% | 101k | 41.10 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $4.0M | 52k | 76.13 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.3 | $3.8M | -3% | 50k | 75.32 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.2 | $3.5M | +2% | 16k | 219.57 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.4M | +5% | 20k | 170.10 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.2 | $3.3M | +7% | 48k | 70.10 |
|
| Meta Platforms Cl A (META) | 1.2 | $3.3M | +6% | 9.3k | 353.96 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $3.3M | 37k | 88.36 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.2 | $3.3M | NEW | 12k | 273.74 |
|
| Procter & Gamble Company (PG) | 1.1 | $3.1M | 21k | 146.54 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $2.9M | +2% | 12k | 241.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.8M | +4% | 20k | 139.69 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $2.8M | +2% | 48k | 57.96 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $2.8M | +2% | 19k | 145.01 |
|
| Tesla Motors (TSLA) | 0.9 | $2.6M | -6% | 11k | 248.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.6M | +5% | 18k | 140.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.5M | +5% | 7.0k | 356.66 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $2.5M | +235% | 32k | 77.02 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $2.4M | -4% | 51k | 47.24 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $2.3M | +7% | 3.9k | 582.92 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.1M | -11% | 21k | 99.98 |
|
| UnitedHealth (UNH) | 0.7 | $2.0M | +16% | 3.8k | 526.47 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $2.0M | +22% | 39k | 51.05 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $1.9M | NEW | 7.2k | 262.26 |
|
| Visa Com Cl A (V) | 0.7 | $1.9M | +15% | 7.2k | 260.33 |
|
| Broadcom (AVGO) | 0.6 | $1.7M | +17% | 1.5k | 1116.25 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.6M | +20% | 2.5k | 660.08 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.6M | -2% | 3.6k | 436.74 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.5M | +8% | 2.5k | 596.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.4M | +18% | 2.9k | 477.66 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.3M | +7% | 9.0k | 147.41 |
|
| Home Depot (HD) | 0.5 | $1.3M | +20% | 3.8k | 346.59 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.5 | $1.3M | 33k | 40.38 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.5 | $1.3M | +15% | 18k | 71.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.3M | -9% | 26k | 47.90 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.2M | +28% | 4.1k | 296.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | +10% | 2.9k | 426.51 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.2M | +6% | 5.2k | 232.63 |
|
| Pepsi (PEP) | 0.4 | $1.2M | -8% | 7.0k | 169.84 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $1.2M | -22% | 11k | 105.43 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.1M | -8% | 16k | 70.35 |
|
| Intuit (INTU) | 0.4 | $1.1M | +14% | 1.8k | 625.03 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.1M | +3% | 6.9k | 157.64 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.1M | -29% | 6.9k | 156.73 |
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| Netflix (NFLX) | 0.4 | $1.1M | +2% | 2.2k | 486.88 |
|
| Abbvie (ABBV) | 0.4 | $1.0M | -8% | 6.6k | 154.97 |
|
| Merck & Co (MRK) | 0.4 | $1.0M | -7% | 9.3k | 109.02 |
|
| salesforce (CRM) | 0.4 | $1.0M | +5% | 3.8k | 263.14 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $978k | -32% | 17k | 56.40 |
|
| CSX Corporation (CSX) | 0.3 | $972k | 28k | 34.67 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $969k | +10% | 4.5k | 213.32 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $949k | -47% | 8.8k | 108.41 |
|
| Intel Corporation (INTC) | 0.3 | $927k | +3% | 18k | 50.25 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $922k | +21% | 2.6k | 350.91 |
|
| Cadence Design Systems (CDNS) | 0.3 | $895k | +41% | 3.3k | 272.37 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $865k | +23% | 20k | 43.85 |
|
| Synopsys (SNPS) | 0.3 | $862k | +7% | 1.7k | 514.91 |
|
| Chevron Corporation (CVX) | 0.3 | $809k | -17% | 5.4k | 149.17 |
|
| Ea Series Trust Strive 1000 Grwt (STXG) | 0.3 | $805k | 24k | 33.97 |
|
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| Lowe's Companies (LOW) | 0.3 | $795k | +110% | 3.6k | 222.55 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $793k | 32k | 24.79 |
|
|
| Ea Series Trust Strive 1000 Valu (STXV) | 0.3 | $787k | 30k | 26.66 |
|
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| Exp World Holdings Inc equities (EXPI) | 0.3 | $762k | 49k | 15.52 |
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| Oracle Corporation (ORCL) | 0.3 | $755k | 7.2k | 105.43 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $753k | 9.0k | 83.31 |
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| Lincoln Electric Holdings (LECO) | 0.3 | $744k | +33% | 3.4k | 217.46 |
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| Stryker Corporation (SYK) | 0.3 | $731k | +4% | 2.4k | 299.46 |
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| Applied Materials (AMAT) | 0.3 | $731k | +8% | 4.5k | 162.07 |
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| Huntington Bancshares Incorporated (HBAN) | 0.3 | $723k | +6% | 57k | 12.72 |
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| Cisco Systems (CSCO) | 0.3 | $721k | -15% | 14k | 50.52 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.3 | $710k | 15k | 46.06 |
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| Royal Caribbean Cruises (RCL) | 0.2 | $704k | +8% | 5.4k | 129.49 |
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| International Business Machines (IBM) | 0.2 | $686k | +7% | 4.2k | 163.54 |
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| Booking Holdings (BKNG) | 0.2 | $678k | +15% | 191.00 | 3547.22 |
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| Itt (ITT) | 0.2 | $670k | +34% | 5.6k | 119.32 |
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| Servicenow (NOW) | 0.2 | $670k | +17% | 948.00 | 706.49 |
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| Bank of America Corporation (BAC) | 0.2 | $667k | -13% | 20k | 33.67 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $665k | +2% | 5.8k | 115.03 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $663k | -16% | 1.4k | 475.24 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $658k | +34% | 2.0k | 337.36 |
|
| Palo Alto Networks (PANW) | 0.2 | $642k | +62% | 2.2k | 294.88 |
|
| Coca-Cola Company (KO) | 0.2 | $641k | -24% | 10k | 61.37 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $624k | -40% | 8.2k | 76.38 |
|
| S&p Global (SPGI) | 0.2 | $603k | +80% | 1.4k | 440.52 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.2 | $603k | 20k | 30.57 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $596k | 4.0k | 148.36 |
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| Abbott Laboratories (ABT) | 0.2 | $585k | -3% | 5.3k | 110.07 |
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| Quanta Services (PWR) | 0.2 | $584k | -3% | 2.7k | 215.80 |
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| At&t (T) | 0.2 | $580k | +129% | 35k | 16.78 |
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| General Electric Com New (GE) | 0.2 | $576k | +4% | 4.5k | 127.63 |
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| Shopify Cl A (SHOP) | 0.2 | $568k | NEW | 7.3k | 77.90 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $562k | -8% | 22k | 25.30 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $554k | 7.6k | 73.38 |
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| Lennar Corp Cl A (LEN) | 0.2 | $554k | 3.7k | 149.04 |
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| Boeing Company (BA) | 0.2 | $546k | -46% | 2.1k | 260.66 |
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| Nvent Electric SHS (NVT) | 0.2 | $532k | +11% | 9.0k | 59.09 |
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| AutoZone (AZO) | 0.2 | $530k | 205.00 | 2585.61 |
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| Amgen (AMGN) | 0.2 | $527k | +13% | 1.8k | 288.02 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $517k | +132% | 14k | 36.96 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $515k | +29% | 5.3k | 97.04 |
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| Cintas Corporation (CTAS) | 0.2 | $507k | +7% | 841.00 | 602.66 |
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| IDEXX Laboratories (IDXX) | 0.2 | $506k | +16% | 912.00 | 555.05 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $499k | -19% | 6.4k | 78.03 |
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| McKesson Corporation (MCK) | 0.2 | $498k | 1.1k | 462.98 |
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| Caterpillar (CAT) | 0.2 | $496k | -2% | 1.7k | 295.67 |
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| Norfolk Southern (NSC) | 0.2 | $490k | 2.1k | 236.38 |
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| TJX Companies (TJX) | 0.2 | $479k | +7% | 5.1k | 93.81 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $475k | +4% | 1.2k | 406.89 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $473k | +17% | 23k | 20.71 |
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| Hubbell (HUBB) | 0.2 | $472k | 1.4k | 328.93 |
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| Us Bancorp Del Com New (USB) | 0.2 | $462k | +44% | 11k | 43.28 |
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| Starbucks Corporation (SBUX) | 0.2 | $461k | +15% | 4.8k | 96.01 |
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| ConocoPhillips (COP) | 0.2 | $460k | NEW | 4.0k | 116.08 |
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| American Intl Group Com New (AIG) | 0.2 | $459k | +31% | 6.8k | 67.75 |
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| Walt Disney Company (DIS) | 0.2 | $456k | NEW | 5.1k | 90.28 |
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| Prologis (PLD) | 0.2 | $451k | +9% | 3.4k | 133.28 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $450k | -66% | 6.1k | 73.56 |
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| Anthem (ELV) | 0.2 | $447k | +3% | 948.00 | 471.56 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $446k | +9% | 985.00 | 453.24 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $444k | +9% | 2.4k | 187.91 |
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| Stag Industrial (STAG) | 0.2 | $441k | +7% | 11k | 39.26 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $441k | +7% | 5.3k | 83.62 |
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| Boston Scientific Corporation (BSX) | 0.2 | $438k | +15% | 7.6k | 57.81 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $434k | +12% | 429.00 | 1011.60 |
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| New York Community Ban (NYCB) | 0.2 | $427k | -18% | 42k | 10.23 |
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| Uber Technologies (UBER) | 0.1 | $419k | NEW | 6.8k | 61.57 |
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| AmerisourceBergen (COR) | 0.1 | $419k | +10% | 2.0k | 205.38 |
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| Phillips 66 (PSX) | 0.1 | $413k | +10% | 3.1k | 133.14 |
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| Wells Fargo & Company (WFC) | 0.1 | $408k | -6% | 8.3k | 49.22 |
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| Goldman Sachs (GS) | 0.1 | $405k | +28% | 1.1k | 385.77 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $400k | +4% | 7.9k | 50.58 |
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| Copart (CPRT) | 0.1 | $384k | +10% | 7.8k | 49.00 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $378k | 11k | 33.73 |
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| Welltower Inc Com reit (WELL) | 0.1 | $374k | +16% | 4.1k | 90.17 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $371k | +12% | 3.1k | 118.92 |
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| Schlumberger Com Stk (SLB) | 0.1 | $368k | 7.1k | 52.04 |
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| Pulte (PHM) | 0.1 | $368k | +15% | 3.6k | 103.22 |
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| BlackRock (BLK) | 0.1 | $365k | +3% | 450.00 | 811.80 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $364k | -18% | 6.1k | 59.71 |
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| Linde SHS (LIN) | 0.1 | $364k | +54% | 885.00 | 410.71 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $361k | +5% | 411.00 | 878.29 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $359k | +15% | 2.0k | 182.09 |
|
| Rush Enterprises CL B (RUSHB) | 0.1 | $358k | +2% | 6.8k | 52.98 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $357k | 3.9k | 91.39 |
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| Oge Energy Corp (OGE) | 0.1 | $357k | +52% | 10k | 34.93 |
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| Lam Research Corporation (LRCX) | 0.1 | $356k | +14% | 455.00 | 783.26 |
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| American Express Company (AXP) | 0.1 | $356k | -21% | 1.9k | 187.34 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $348k | +11% | 152.00 | 2286.96 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $347k | -25% | 6.7k | 51.63 |
|
| Deere & Company (DE) | 0.1 | $347k | -16% | 867.00 | 399.87 |
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| First Busey Corp Com New (BUSE) | 0.1 | $343k | +22% | 14k | 24.82 |
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| Honeywell International (HON) | 0.1 | $339k | 1.6k | 209.71 |
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| Union Pacific Corporation (UNP) | 0.1 | $333k | +20% | 1.4k | 245.62 |
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| Primerica (PRI) | 0.1 | $332k | +4% | 1.6k | 205.76 |
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| Philip Morris International (PM) | 0.1 | $331k | -34% | 3.5k | 94.08 |
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| CNO Financial (CNO) | 0.1 | $331k | +8% | 12k | 27.90 |
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| Darling International (DAR) | 0.1 | $331k | 6.6k | 49.84 |
|
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| Super Micro Computer (SMCI) | 0.1 | $329k | NEW | 1.2k | 284.26 |
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| Chubb (CB) | 0.1 | $321k | +10% | 1.4k | 226.00 |
|
| CoStar (CSGP) | 0.1 | $318k | +5% | 3.6k | 87.39 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $316k | NEW | 4.1k | 77.73 |
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| Old Republic International Corporation (ORI) | 0.1 | $314k | +40% | 11k | 29.40 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $313k | -2% | 2.5k | 124.97 |
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| Automatic Data Processing (ADP) | 0.1 | $311k | -15% | 1.3k | 232.97 |
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| Fortune Brands (FBIN) | 0.1 | $310k | +4% | 4.1k | 76.14 |
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| stock | 0.1 | $310k | +9% | 2.0k | 152.35 |
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| Dupont De Nemours (DD) | 0.1 | $309k | -9% | 4.0k | 76.93 |
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| United Rentals (URI) | 0.1 | $305k | 532.00 | 573.42 |
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| Lululemon Athletica (LULU) | 0.1 | $301k | NEW | 589.00 | 511.29 |
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| Mongodb Cl A (MDB) | 0.1 | $300k | +5% | 733.00 | 408.85 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $297k | +3% | 7.4k | 40.23 |
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| Nextera Energy (NEE) | 0.1 | $294k | +8% | 4.8k | 60.74 |
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| Analog Devices (ADI) | 0.1 | $294k | -5% | 1.5k | 198.56 |
|
| Air Products & Chemicals (APD) | 0.1 | $292k | -15% | 1.1k | 273.80 |
|
| Qualcomm (QCOM) | 0.1 | $290k | NEW | 2.0k | 144.63 |
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| Campbell Soup Company (CPB) | 0.1 | $289k | NEW | 6.7k | 43.23 |
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| Williams Companies (WMB) | 0.1 | $286k | +25% | 8.2k | 34.83 |
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| Sherwin-Williams Company (SHW) | 0.1 | $285k | +12% | 913.00 | 311.90 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $282k | NEW | 688.00 | 409.52 |
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| Micron Technology (MU) | 0.1 | $281k | NEW | 3.3k | 85.34 |
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| Nike CL B (NKE) | 0.1 | $280k | +22% | 2.6k | 108.57 |
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| Globe Life (GL) | 0.1 | $277k | NEW | 2.3k | 121.72 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $275k | NEW | 1.4k | 192.48 |
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| CVS Caremark Corporation (CVS) | 0.1 | $275k | -3% | 3.5k | 78.96 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $275k | -18% | 4.0k | 68.80 |
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| Cme (CME) | 0.1 | $273k | +13% | 1.3k | 210.60 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $270k | NEW | 3.2k | 84.14 |
|
| Doordash Cl A (DASH) | 0.1 | $270k | NEW | 2.7k | 98.89 |
|
| Hanover Insurance (THG) | 0.1 | $269k | NEW | 2.2k | 121.42 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $265k | NEW | 1.1k | 231.38 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $262k | +6% | 569.00 | 460.70 |
|
| Fiserv (FI) | 0.1 | $262k | +5% | 2.0k | 132.84 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $259k | +5% | 6.1k | 42.57 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $258k | +7% | 5.5k | 46.63 |
|
| Simon Property (SPG) | 0.1 | $258k | NEW | 1.8k | 142.64 |
|
| Zoetis Cl A (ZTS) | 0.1 | $257k | -7% | 1.3k | 197.37 |
|
| Agilon Health (AGL) | 0.1 | $252k | -10% | 20k | 12.55 |
|
| Vishay Intertechnology (VSH) | 0.1 | $251k | -2% | 11k | 23.97 |
|
| Univest Corp. of PA (UVSP) | 0.1 | $249k | +3% | 11k | 22.03 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $243k | NEW | 1.4k | 170.71 |
|
| Aon Shs Cl A (AON) | 0.1 | $240k | -5% | 826.00 | 291.02 |
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.1 | $239k | 8.2k | 29.05 |
|
|
| Heico Corp Cl A (HEI.A) | 0.1 | $238k | NEW | 1.7k | 142.44 |
|
| NiSource (NI) | 0.1 | $237k | -32% | 8.9k | 26.55 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $233k | NEW | 914.00 | 255.32 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $233k | NEW | 618.00 | 376.87 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $231k | -41% | 436.00 | 530.79 |
|
| Trane Technologies SHS (TT) | 0.1 | $231k | NEW | 945.00 | 243.90 |
|
| Verizon Communications (VZ) | 0.1 | $230k | -4% | 6.1k | 37.70 |
|
| Western Digital (WDC) | 0.1 | $229k | NEW | 4.4k | 52.37 |
|
| Centene Corporation (CNC) | 0.1 | $228k | NEW | 3.1k | 74.21 |
|
| Danaher Corporation (DHR) | 0.1 | $227k | -25% | 983.00 | 231.34 |
|
| Ida (IDA) | 0.1 | $227k | NEW | 2.3k | 98.32 |
|
| Prudential Financial (PRU) | 0.1 | $226k | NEW | 2.2k | 103.71 |
|
| Matthews Intl Corp Cl A (MATW) | 0.1 | $225k | -9% | 6.1k | 36.65 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $219k | +6% | 13k | 17.17 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $218k | NEW | 2.6k | 85.06 |
|
| Ford Motor Company (F) | 0.1 | $218k | +55% | 18k | 12.19 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $218k | NEW | 1.1k | 200.71 |
|
| Workday Cl A (WDAY) | 0.1 | $217k | NEW | 786.00 | 276.06 |
|
| Cigna Corp (CI) | 0.1 | $216k | -33% | 722.00 | 299.45 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $213k | NEW | 3.0k | 70.28 |
|
| Akamai Technologies (AKAM) | 0.1 | $210k | NEW | 1.8k | 118.35 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $205k | -43% | 1.2k | 170.46 |
|
| Wendy's/arby's Group (WEN) | 0.1 | $200k | 10k | 19.48 |
|
|
| Hope Ban (HOPE) | 0.1 | $197k | NEW | 16k | 12.08 |
|
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.1 | $159k | NEW | 15k | 10.90 |
|
| Cushman Wakefield SHS (CWK) | 0.1 | $148k | NEW | 14k | 10.80 |
|
| Lumber Liquidators Holdings (LL) | 0.0 | $47k | 12k | 3.90 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $41k | NEW | 13k | 3.16 |
|
Past Filings by Everhart Financial Group
SEC 13F filings are viewable for Everhart Financial Group going back to 2020
- Everhart Financial Group 2023 Q4 filed Jan. 12, 2024
- Everhart Financial Group 2023 Q3 filed Oct. 25, 2023
- Everhart Financial Group 2023 Q2 filed July 13, 2023
- Everhart Financial Group 2023 Q1 filed April 25, 2023
- Everhart Financial Group 2022 Q4 filed Feb. 9, 2023
- Everhart Financial Group 2022 Q3 filed Oct. 12, 2022
- Everhart Financial Group 2022 Q2 filed July 12, 2022
- Everhart Financial Group 2022 Q1 filed April 18, 2022
- Everhart Financial Group 2021 Q4 filed Jan. 21, 2022
- Everhart Financial Group 2021 Q3 filed Oct. 13, 2021
- Everhart Financial Group 2021 Q2 filed July 16, 2021
- Everhart Financial Group 2021 Q1 filed April 13, 2021
- Everhart Financial Group 2020 Q4 filed March 26, 2021