Everhart Financial Group
Latest statistics and disclosures from Everhart Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, VOT, VTI, SLYG, and represent 36.38% of Everhart Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$150M), SLYG (+$59M), VOT (+$53M), VOE (+$51M), VBR (+$48M), AAPL (+$16M), VTV (+$9.5M), DFAI (+$7.2M), DFAE, VOO.
- Started 56 new stock positions in SMTC, DD, ONCY, VV, NBIS, MPWR, LUV, HIW, NTNX, NTRA.
- Reduced shares in these 10 stocks: SPY (-$6.5M), IWD, VIG, DVY, NVDA, VTI, MSFT, , AVGO, SLYV.
- Sold out of its positions in AEIS, ARGX, BGS, CTRA, CPB, Carnival Corporation, CRCL, CTVA, COTY, DFAT.
- Everhart Financial Group was a net buyer of stock by $360M.
- Everhart Financial Group has $1.6B in assets under management (AUM), dropping by 33.10%.
- Central Index Key (CIK): 0001852858
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Portfolio Holdings for Everhart Financial Group
Everhart Financial Group holds 481 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 12.5 | $195M | +5% | 896k | 217.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 11.4 | $178M | +535% | 2.1M | 86.14 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 4.2 | $66M | +390% | 216k | 306.30 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.1 | $65M | -2% | 175k | 370.04 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 4.1 | $64M | +1098% | 539k | 119.13 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 4.0 | $63M | +404% | 320k | 197.60 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 4.0 | $62M | +352% | 255k | 242.99 |
|
| Apple (AAPL) | 3.6 | $57M | +39% | 197k | 289.36 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.2 | $50M | +16% | 1.2M | 41.25 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $48M | -3% | 241k | 200.09 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.9 | $29M | +3% | 382k | 76.70 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.7 | $26M | +11% | 657k | 40.21 |
|
| Microsoft Corporation (MSFT) | 1.4 | $22M | -7% | 58k | 373.02 |
|
| Amazon (AMZN) | 1.1 | $18M | -2% | 74k | 238.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $17M | 47k | 357.37 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $15M | 42k | 353.33 |
|
|
| Broadcom (AVGO) | 0.9 | $14M | -9% | 36k | 377.75 |
|
| Micron Technology (MU) | 0.8 | $13M | -6% | 11k | 1154.31 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $13M | -3% | 210k | 59.69 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $12M | -3% | 345k | 33.84 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $12M | -5% | 400k | 28.96 |
|
| Meta Platforms Cl A (META) | 0.7 | $11M | 19k | 563.28 |
|
|
| Advanced Micro Devices (AMD) | 0.7 | $11M | +5% | 18k | 580.91 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $9.6M | 8.0k | 1199.39 |
|
|
| Tesla Motors (TSLA) | 0.6 | $9.3M | +4% | 22k | 420.60 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $9.1M | +3% | 28k | 327.33 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $9.0M | +30% | 13k | 686.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $8.3M | 17k | 500.39 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $8.1M | -11% | 22k | 365.70 |
|
| Applied Materials (AMAT) | 0.5 | $7.3M | -7% | 10k | 723.00 |
|
| Western Digital (WDC) | 0.5 | $7.1M | -10% | 11k | 638.74 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $7.0M | +11% | 73k | 96.43 |
|
| Abbvie (ABBV) | 0.4 | $6.4M | -4% | 25k | 251.64 |
|
| Ge Vernova (GEV) | 0.4 | $6.0M | -9% | 5.1k | 1174.91 |
|
| Caterpillar (CAT) | 0.4 | $5.6M | 5.3k | 1064.87 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.4M | -6% | 40k | 136.72 |
|
| Intel Corporation (INTC) | 0.3 | $5.4M | -2% | 39k | 139.63 |
|
| Sandisk Corp (SNDK) | 0.3 | $5.4M | 2.4k | 2273.73 |
|
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| Wal-Mart Stores (WMT) | 0.3 | $5.1M | -5% | 45k | 113.26 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $5.0M | 12k | 433.33 |
|
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| Ge Aerospace Com New (GE) | 0.3 | $4.8M | -10% | 13k | 373.73 |
|
| Johnson & Johnson (JNJ) | 0.3 | $4.7M | -6% | 18k | 253.96 |
|
| Procter & Gamble Company (PG) | 0.3 | $4.6M | -5% | 31k | 146.64 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.6M | -10% | 6.1k | 748.88 |
|
| Cisco Systems (CSCO) | 0.3 | $4.5M | +3% | 39k | 117.46 |
|
| Visa Com Cl A (V) | 0.3 | $4.5M | -13% | 13k | 343.09 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.4M | -8% | 4.7k | 935.54 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.3M | -2% | 124k | 34.81 |
|
| Sellas Life Sciences Group I Com New (SLS) | 0.3 | $4.3M | -20% | 288k | 14.76 |
|
| Quanta Services (PWR) | 0.2 | $3.7M | -11% | 5.1k | 720.04 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $3.6M | -9% | 99k | 36.87 |
|
| Goldman Sachs (GS) | 0.2 | $3.6M | -4% | 3.6k | 1011.46 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.1M | -15% | 36k | 85.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.1M | -12% | 6.0k | 513.60 |
|
| Coca-Cola Company (KO) | 0.2 | $3.1M | +2% | 38k | 81.27 |
|
| Marvell Technology (MRVL) | 0.2 | $3.0M | 10k | 297.89 |
|
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| Palo Alto Networks (PANW) | 0.2 | $2.9M | -8% | 8.6k | 341.02 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.9M | 91k | 31.71 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $2.9M | -18% | 8.6k | 334.82 |
|
| Philip Morris International (PM) | 0.2 | $2.8M | +4% | 16k | 180.91 |
|
| UnitedHealth (UNH) | 0.2 | $2.8M | +25% | 6.7k | 415.63 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $2.7M | -17% | 23k | 116.67 |
|
| Netflix (NFLX) | 0.2 | $2.6M | -18% | 37k | 71.40 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.5M | -4% | 13k | 189.73 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.5M | 44k | 56.98 |
|
|
| Merck & Co (MRK) | 0.2 | $2.5M | -2% | 20k | 128.50 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.4M | -9% | 3.2k | 763.14 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.4M | -6% | 12k | 209.04 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.3M | -10% | 64k | 36.13 |
|
| Analog Devices (ADI) | 0.1 | $2.3M | 5.8k | 397.17 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $2.3M | -2% | 10k | 226.97 |
|
| Cadence Design Systems (CDNS) | 0.1 | $2.3M | +2% | 6.1k | 375.32 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.2M | 31k | 71.25 |
|
|
| TJX Companies (TJX) | 0.1 | $2.2M | -11% | 15k | 151.50 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $2.2M | -8% | 6.9k | 317.53 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.2M | -2% | 15k | 146.55 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.1M | 73k | 29.43 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.1M | 22k | 96.58 |
|
|
| International Business Machines (IBM) | 0.1 | $2.1M | -8% | 7.6k | 281.22 |
|
| Univest Corp. of PA (UVSP) | 0.1 | $2.1M | 48k | 43.75 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.1M | -6% | 2.8k | 736.46 |
|
| Home Depot (HD) | 0.1 | $2.0M | +3% | 5.8k | 352.68 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.0M | -2% | 26k | 77.91 |
|
| Chevron Corporation (CVX) | 0.1 | $2.0M | -10% | 12k | 165.76 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.9M | -8% | 23k | 82.64 |
|
| CSX Corporation (CSX) | 0.1 | $1.9M | 40k | 47.53 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.9M | -77% | 2.5k | 746.79 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.9M | 26k | 73.41 |
|
|
| Amgen (AMGN) | 0.1 | $1.8M | -4% | 5.1k | 362.12 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.8M | -3% | 10k | 169.88 |
|
| American Express Company (AXP) | 0.1 | $1.8M | +3% | 5.2k | 338.25 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.8M | 5.9k | 298.07 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $1.7M | -9% | 3.8k | 459.13 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.7M | +307% | 21k | 80.57 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.7M | +2% | 5.2k | 330.46 |
|
| Pepsi (PEP) | 0.1 | $1.7M | -7% | 13k | 135.40 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.7M | +948% | 5.6k | 301.71 |
|
| Itt (ITT) | 0.1 | $1.7M | -4% | 8.5k | 197.76 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.7M | -6% | 5.6k | 303.11 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $1.7M | 6.8k | 245.28 |
|
|
| Citizens Financial (CFG) | 0.1 | $1.6M | +6% | 23k | 70.07 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.6M | 32k | 50.58 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $1.6M | -13% | 3.2k | 491.16 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.6M | 13k | 126.58 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.6M | +1992% | 8.7k | 178.24 |
|
| Williams Companies (WMB) | 0.1 | $1.5M | -9% | 21k | 74.34 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.5M | -18% | 5.6k | 270.33 |
|
| Deere & Company (DE) | 0.1 | $1.5M | 2.4k | 634.33 |
|
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.5M | 5.8k | 255.67 |
|
|
| McKesson Corporation (MCK) | 0.1 | $1.5M | -11% | 2.0k | 755.60 |
|
| NiSource (NI) | 0.1 | $1.5M | -5% | 31k | 47.55 |
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| Nextera Energy (NEE) | 0.1 | $1.5M | -11% | 17k | 87.77 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $1.5M | 2.9k | 515.23 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.5M | NEW | 61k | 24.14 |
|
| Howmet Aerospace (HWM) | 0.1 | $1.4M | -15% | 5.4k | 268.86 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $1.4M | 40k | 36.06 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | -14% | 3.6k | 397.68 |
|
| Nvent Elec SHS (NVT) | 0.1 | $1.4M | +2% | 8.2k | 169.61 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.4M | +3% | 3.2k | 431.52 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $1.4M | -12% | 52k | 26.66 |
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| Delta Air Lines Com New (DAL) | 0.1 | $1.4M | -5% | 15k | 93.66 |
|
| Ea Series Trust Strive 1000 Grwt (STXG) | 0.1 | $1.4M | -2% | 25k | 55.26 |
|
| Boeing Company (BA) | 0.1 | $1.4M | +19% | 6.3k | 216.47 |
|
| Devon Energy Corporation (DVN) | 0.1 | $1.4M | +54% | 33k | 41.32 |
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| Simon Property (SPG) | 0.1 | $1.3M | -2% | 6.0k | 223.65 |
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| Keysight Technologies (KEYS) | 0.1 | $1.3M | +11% | 3.7k | 350.07 |
|
| At&t (T) | 0.1 | $1.3M | -10% | 63k | 20.70 |
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| Linde SHS (LIN) | 0.1 | $1.3M | -4% | 2.5k | 518.94 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 14k | 92.27 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.3M | 15k | 82.84 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.3M | +4% | 2.6k | 496.73 |
|
| Rush Enterprises CL B (RUSHB) | 0.1 | $1.2M | -5% | 16k | 76.50 |
|
| Ea Series Trust Stri 1000 Va Etf (STXV) | 0.1 | $1.2M | 33k | 37.91 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.2M | -10% | 13k | 93.40 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | -71% | 5.2k | 236.62 |
|
| Hubbell (HUBB) | 0.1 | $1.2M | 2.4k | 523.20 |
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|
| First Busey Corp Com New (BUSE) | 0.1 | $1.2M | +11% | 42k | 29.50 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $1.2M | 4.6k | 265.51 |
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|
| Gilead Sciences (GILD) | 0.1 | $1.2M | -14% | 9.6k | 126.34 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.2M | -6% | 1.2k | 978.12 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | -5% | 21k | 57.62 |
|
| Lifestance Health Group (LFST) | 0.1 | $1.2M | -4% | 111k | 10.71 |
|
| Blackrock (BLK) | 0.1 | $1.2M | -20% | 1.2k | 961.56 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.2M | -8% | 13k | 90.74 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.2M | 4.3k | 272.00 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | +17% | 2.3k | 509.46 |
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| Ross Stores (ROST) | 0.1 | $1.1M | -3% | 5.4k | 212.85 |
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| AmerisourceBergen (COR) | 0.1 | $1.1M | +6% | 4.0k | 282.98 |
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| CNO Financial (CNO) | 0.1 | $1.1M | -6% | 22k | 50.98 |
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| Corning Incorporated (GLW) | 0.1 | $1.1M | 4.3k | 255.43 |
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| Hanover Insurance (THG) | 0.1 | $1.1M | +2% | 5.1k | 214.12 |
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| Capital One Financial (COF) | 0.1 | $1.1M | -10% | 5.4k | 200.60 |
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| Smucker J M Com New (SJM) | 0.1 | $1.1M | +34% | 9.6k | 112.50 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | +37% | 5.8k | 184.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | +700% | 8.9k | 119.52 |
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| Stryker Corporation (SYK) | 0.1 | $1.1M | +2% | 3.4k | 314.84 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.1M | -21% | 6.9k | 154.30 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.1M | +7% | 60k | 17.73 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $1.0M | 3.1k | 331.40 |
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| Ida (IDA) | 0.1 | $1.0M | -2% | 6.8k | 151.30 |
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| Uber Technologies (UBER) | 0.1 | $1.0M | -4% | 14k | 72.16 |
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| Fortinet (FTNT) | 0.1 | $1.0M | -7% | 6.7k | 153.62 |
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| Chubb (CB) | 0.1 | $1.0M | -3% | 3.0k | 340.74 |
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| Synopsys (SNPS) | 0.1 | $1.0M | +4% | 2.3k | 446.07 |
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| Progressive Corporation (PGR) | 0.1 | $1.0M | +2% | 4.7k | 218.45 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.0M | -5% | 1.9k | 526.44 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $1.0M | +3% | 12k | 81.94 |
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| AutoZone (AZO) | 0.1 | $1.0M | -6% | 316.00 | 3195.94 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.0M | -2% | 19k | 52.76 |
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| Dollar General (DG) | 0.1 | $1.0M | -2% | 8.8k | 115.11 |
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| Ametek (AME) | 0.1 | $1.0M | +67% | 4.2k | 241.94 |
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| Cigna Corp (CI) | 0.1 | $1.0M | +3% | 3.6k | 275.68 |
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| Norfolk Southern (NSC) | 0.1 | $991k | -2% | 3.1k | 314.59 |
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| Prologis (PLD) | 0.1 | $987k | -2% | 7.3k | 135.47 |
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| Ea Series Trust Strive 500 Etf (STXF) | 0.1 | $986k | -2% | 20k | 48.30 |
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| Doordash Cl A (DASH) | 0.1 | $978k | -7% | 5.3k | 184.53 |
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| General Motors Company (GM) | 0.1 | $977k | -10% | 13k | 77.08 |
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| Old Republic International Corporation (ORI) | 0.1 | $975k | -10% | 24k | 40.92 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $972k | -3% | 730.00 | 1332.04 |
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| Stag Industrial (STAG) | 0.1 | $966k | 25k | 38.06 |
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| American Intl Group Com New (AIG) | 0.1 | $966k | -3% | 13k | 74.53 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $965k | -5% | 1.9k | 501.36 |
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| Cintas Corporation (CTAS) | 0.1 | $961k | +3% | 5.6k | 170.08 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $960k | -55% | 8.8k | 109.11 |
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| Servicenow (NOW) | 0.1 | $944k | -26% | 9.5k | 99.28 |
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| Oge Energy Corp (OGE) | 0.1 | $939k | -2% | 19k | 48.66 |
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| ConocoPhillips (COP) | 0.1 | $939k | -2% | 9.0k | 103.96 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $918k | -16% | 6.3k | 146.11 |
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| Phillips 66 (PSX) | 0.1 | $915k | 5.4k | 169.04 |
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| Walt Disney Company (DIS) | 0.1 | $911k | +15% | 9.5k | 96.25 |
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| Lowe's Companies (LOW) | 0.1 | $911k | -5% | 4.1k | 220.49 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $904k | +79% | 11k | 79.97 |
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| Halliburton Company (HAL) | 0.1 | $903k | -10% | 27k | 33.95 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $897k | -5% | 25k | 36.26 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.1 | $894k | 26k | 35.09 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $892k | +4% | 3.6k | 249.98 |
|
| SLB Com Stk (SLB) | 0.1 | $891k | -3% | 19k | 46.49 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $885k | -2% | 6.4k | 137.53 |
|
| Pulte (PHM) | 0.1 | $864k | -10% | 6.3k | 137.21 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $860k | +5% | 4.9k | 176.32 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $844k | 8.8k | 96.46 |
|
|
| Ciena Corp Com New (CIEN) | 0.1 | $841k | -43% | 1.7k | 490.56 |
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| Ecolab (ECL) | 0.1 | $840k | -15% | 3.0k | 278.61 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $835k | 7.3k | 114.18 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $833k | 7.8k | 106.47 |
|
|
| CBOE Holdings (CBOE) | 0.1 | $829k | -9% | 3.4k | 242.67 |
|
| Valero Energy Corporation (VLO) | 0.1 | $819k | 3.1k | 260.44 |
|
|
| Verizon Communications (VZ) | 0.1 | $818k | 19k | 42.34 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $818k | +173% | 31k | 26.52 |
|
| United Rentals (URI) | 0.1 | $811k | 716.00 | 1132.89 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $808k | -7% | 406.00 | 1989.44 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $798k | -7% | 3.3k | 239.01 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $797k | -8% | 2.6k | 301.03 |
|
| S&p Global (SPGI) | 0.1 | $793k | -17% | 1.9k | 407.26 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $784k | 2.6k | 300.41 |
|
|
| Equinix (EQIX) | 0.0 | $776k | +55% | 744.00 | 1042.39 |
|
| 3M Company (MMM) | 0.0 | $773k | -17% | 4.8k | 161.90 |
|
| Us Bancorp Com New (USB) | 0.0 | $772k | -2% | 13k | 60.40 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $761k | -8% | 3.0k | 257.91 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $753k | -10% | 7.3k | 103.45 |
|
| American Electric Power Company (AEP) | 0.0 | $750k | +11% | 5.5k | 136.81 |
|
| Starbucks Corporation (SBUX) | 0.0 | $735k | -9% | 7.2k | 102.19 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $719k | -15% | 7.4k | 97.06 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $700k | -9% | 8.9k | 78.82 |
|
| Littelfuse (LFUS) | 0.0 | $693k | +2% | 1.5k | 455.33 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $690k | 4.5k | 152.18 |
|
|
| salesforce (CRM) | 0.0 | $686k | -32% | 4.4k | 156.65 |
|
| Constellation Energy (CEG) | 0.0 | $683k | -17% | 2.8k | 248.37 |
|
| Vistra Energy (VST) | 0.0 | $679k | -5% | 4.3k | 158.63 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $676k | -4% | 24k | 27.70 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $672k | +10% | 6.0k | 111.31 |
|
| FirstEnergy (FE) | 0.0 | $666k | +10% | 14k | 47.54 |
|
| Kroger (KR) | 0.0 | $661k | -12% | 12k | 55.53 |
|
| Pfizer (PFE) | 0.0 | $661k | -22% | 27k | 24.08 |
|
| Realty Income (O) | 0.0 | $655k | +2% | 11k | 61.96 |
|
| Primerica (PRI) | 0.0 | $653k | -3% | 2.3k | 284.20 |
|
| Charles River Laboratories (CRL) | 0.0 | $652k | 2.9k | 226.79 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $644k | +3% | 1.9k | 344.32 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $641k | +5% | 3.9k | 163.31 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $627k | 7.0k | 89.01 |
|
|
| Home BancShares (HOMB) | 0.0 | $627k | -14% | 22k | 28.55 |
|
| Cme (CME) | 0.0 | $626k | -25% | 2.8k | 220.83 |
|
| SYSCO Corporation (SYY) | 0.0 | $615k | -6% | 7.4k | 83.58 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $611k | -50% | 5.7k | 107.61 |
|
| Comfort Systems USA (FIX) | 0.0 | $609k | +5% | 307.00 | 1982.90 |
|
| Anthem (ELV) | 0.0 | $598k | +17% | 1.5k | 386.73 |
|
| Royal Gold (RGLD) | 0.0 | $597k | -14% | 3.0k | 199.61 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.0 | $593k | -18% | 6.2k | 94.85 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $592k | 5.4k | 110.32 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $591k | 6.5k | 90.46 |
|
|
| Carnival Corp Common Shares (CCL) | 0.0 | $583k | NEW | 20k | 28.57 |
|
| Eaton Corp SHS (ETN) | 0.0 | $583k | -4% | 1.4k | 426.12 |
|
| Nucor Corporation (NUE) | 0.0 | $581k | 2.6k | 222.78 |
|
|
| Prudential Financial (PRU) | 0.0 | $578k | +28% | 5.4k | 107.93 |
|
| Automatic Data Processing (ADP) | 0.0 | $577k | -6% | 2.6k | 223.93 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $572k | +6% | 12k | 48.57 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $570k | -7% | 6.6k | 86.31 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $567k | NEW | 16k | 35.03 |
|
| Albemarle Corporation (ALB) | 0.0 | $567k | -7% | 4.2k | 135.03 |
|
| German American Ban (GABC) | 0.0 | $564k | 12k | 47.46 |
|
|
| Dominion Resources (D) | 0.0 | $557k | +2% | 8.2k | 68.29 |
|
| M&T Bank Corporation (MTB) | 0.0 | $556k | 2.3k | 238.01 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $553k | -24% | 2.2k | 254.50 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $553k | -22% | 1.2k | 477.57 |
|
| Altria (MO) | 0.0 | $552k | 7.7k | 71.95 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $547k | -17% | 8.7k | 62.89 |
|
| Kinder Morgan (KMI) | 0.0 | $545k | +2% | 17k | 31.97 |
|
| Cardinal Health (CAH) | 0.0 | $543k | -42% | 2.3k | 237.53 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $533k | +2% | 3.6k | 148.31 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $533k | -12% | 2.8k | 190.52 |
|
| ON Semiconductor (ON) | 0.0 | $532k | +6% | 5.6k | 94.54 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $529k | -16% | 11k | 49.55 |
|
| NVR (NVR) | 0.0 | $518k | +31% | 76.00 | 6813.39 |
|
| Moody's Corporation (MCO) | 0.0 | $518k | -20% | 1.1k | 452.92 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $515k | -9% | 2.0k | 260.36 |
|
| Steel Dynamics (STLD) | 0.0 | $508k | 2.2k | 229.46 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $500k | -27% | 12k | 42.68 |
|
| Fifth Third Ban (FITB) | 0.0 | $499k | 8.8k | 56.37 |
|
|
| Emerson Electric (EMR) | 0.0 | $494k | -17% | 3.5k | 143.15 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $494k | -24% | 6.4k | 77.11 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $492k | 3.7k | 132.83 |
|
|
| Citigroup Com New (C) | 0.0 | $486k | -18% | 3.5k | 139.96 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $480k | 1.3k | 370.59 |
|
|
| Carlyle Group (CG) | 0.0 | $479k | +2% | 11k | 42.11 |
|
| East West Ban (EWBC) | 0.0 | $478k | -2% | 3.7k | 129.09 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $476k | +10% | 14k | 34.00 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $473k | +38% | 4.7k | 100.28 |
|
| Nortonlifelock (GEN) | 0.0 | $472k | +30% | 19k | 24.89 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $468k | +2% | 13k | 37.26 |
|
| O'reilly Automotive (ORLY) | 0.0 | $467k | -39% | 5.1k | 92.09 |
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.0 | $466k | 12k | 38.80 |
|
|
| American Tower Reit (AMT) | 0.0 | $461k | -6% | 2.8k | 163.57 |
|
| American Water Works (AWK) | 0.0 | $452k | -6% | 3.4k | 131.58 |
|
| Crown Castle Intl (CCI) | 0.0 | $444k | +2% | 5.9k | 75.73 |
|
| Lgi Homes (LGIH) | 0.0 | $438k | NEW | 6.9k | 63.68 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $437k | +317% | 3.5k | 124.17 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $437k | -16% | 3.0k | 144.63 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $433k | +55% | 5.0k | 87.04 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $430k | 823.00 | 522.39 |
|
|
| Webster Financial Corporation (WBS) | 0.0 | $429k | +4% | 5.6k | 76.42 |
|
| eBay (EBAY) | 0.0 | $426k | +6% | 3.8k | 111.75 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $424k | +22% | 4.6k | 91.68 |
|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.0 | $413k | NEW | 9.8k | 42.21 |
|
| Medtronic SHS (MDT) | 0.0 | $410k | -12% | 5.2k | 78.23 |
|
| Brunswick Corporation (BC) | 0.0 | $408k | -6% | 4.8k | 84.24 |
|
| Akamai Technologies (AKAM) | 0.0 | $404k | 3.4k | 118.21 |
|
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $400k | +34% | 7.0k | 57.22 |
|
| Biogen Idec (BIIB) | 0.0 | $398k | 1.8k | 216.06 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $395k | -15% | 17k | 23.68 |
|
| FedEx Corporation (FDX) | 0.0 | $394k | -14% | 1.3k | 313.13 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $393k | -4% | 2.9k | 134.69 |
|
| Twilio Cl A (TWLO) | 0.0 | $391k | +4% | 1.9k | 206.33 |
|
| Block Cl A (XYZ) | 0.0 | $387k | +6% | 5.1k | 76.00 |
|
| Aon Shs Cl A (AON) | 0.0 | $386k | 1.2k | 331.69 |
|
|
| Southern Company (SO) | 0.0 | $383k | +3% | 4.0k | 95.71 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $382k | 3.4k | 112.08 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $381k | +62% | 18k | 21.03 |
|
| Mongodb Cl A (MDB) | 0.0 | $381k | NEW | 1.1k | 335.90 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $380k | -10% | 746.00 | 509.31 |
|
| Illinois Tool Works (ITW) | 0.0 | $379k | -24% | 1.4k | 270.47 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $378k | NEW | 2.8k | 135.66 |
|
| Aptiv Com Shs (APTV) | 0.0 | $372k | -18% | 6.1k | 61.38 |
|
| F.N.B. Corporation (FNB) | 0.0 | $370k | +21% | 19k | 19.08 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $370k | NEW | 1.3k | 276.17 |
|
| Darling International (DAR) | 0.0 | $369k | 6.8k | 54.62 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $367k | 1.4k | 255.88 |
|
|
| CF Industries Holdings (CF) | 0.0 | $366k | -7% | 3.4k | 108.26 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $365k | 4.8k | 76.40 |
|
|
| Match Group (MTCH) | 0.0 | $364k | -9% | 9.6k | 38.05 |
|
| MasTec (MTZ) | 0.0 | $364k | +5% | 874.00 | 416.06 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $363k | -13% | 12k | 31.10 |
|
| Air Products & Chemicals (APD) | 0.0 | $361k | -20% | 1.2k | 293.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $352k | +3% | 3.6k | 98.98 |
|
| Teradyne (TER) | 0.0 | $350k | 723.00 | 483.98 |
|
|
| Danaher Corporation (DHR) | 0.0 | $348k | -24% | 1.8k | 190.48 |
|
| Target Corporation (TGT) | 0.0 | $346k | 2.6k | 130.63 |
|
|
| Microchip Technology (MCHP) | 0.0 | $345k | -20% | 3.8k | 91.20 |
|
| Targa Res Corp (TRGP) | 0.0 | $344k | 1.3k | 268.14 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $342k | 3.8k | 90.10 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $342k | -4% | 1.4k | 246.25 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $338k | -17% | 542.00 | 623.57 |
|
| Diodes Incorporated (DIOD) | 0.0 | $331k | 3.0k | 109.44 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $326k | 920.00 | 354.24 |
|
|
| Cummins (CMI) | 0.0 | $325k | -8% | 456.00 | 713.21 |
|
| Carvana Cl A (CVNA) | 0.0 | $324k | +587% | 4.9k | 65.82 |
|
| Hope Ban (HOPE) | 0.0 | $323k | 24k | 13.68 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $322k | 5.3k | 60.79 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $322k | +19% | 3.4k | 95.62 |
|
| W.W. Grainger (GWW) | 0.0 | $320k | +2% | 235.00 | 1360.40 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $320k | 1.4k | 227.03 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $318k | -9% | 3.5k | 90.49 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $315k | +2% | 1.2k | 252.26 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $315k | 2.4k | 132.24 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $314k | +6% | 2.7k | 117.25 |
|
| EOG Resources (EOG) | 0.0 | $314k | +14% | 2.4k | 129.73 |
|
| Duolingo Cl A Com (DUOL) | 0.0 | $313k | NEW | 2.7k | 115.02 |
|
| Ball Corporation (BALL) | 0.0 | $309k | +6% | 5.0k | 62.40 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $306k | 747.00 | 409.45 |
|
|
| Centene Corporation (CNC) | 0.0 | $306k | NEW | 4.8k | 64.19 |
|
| Autodesk (ADSK) | 0.0 | $304k | -34% | 1.6k | 194.42 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $303k | 5.5k | 55.01 |
|
|
| Repligen Corporation (RGEN) | 0.0 | $303k | NEW | 2.2k | 136.44 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $302k | NEW | 3.0k | 101.65 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $302k | +20% | 5.6k | 54.02 |
|
| Travelers Companies (TRV) | 0.0 | $301k | -7% | 911.00 | 330.12 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $300k | -21% | 12k | 24.55 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $300k | 9.0k | 33.29 |
|
|
| BorgWarner (BWA) | 0.0 | $299k | 4.5k | 66.40 |
|
|
| CF Bankshares (CFBK) | 0.0 | $298k | 9.1k | 32.77 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $297k | 1.9k | 156.95 |
|
|
| Copart (CPRT) | 0.0 | $296k | -5% | 11k | 28.19 |
|
| Highwoods Properties (HIW) | 0.0 | $294k | NEW | 9.8k | 30.16 |
|
| L3harris Technologies (LHX) | 0.0 | $293k | -21% | 1.0k | 290.59 |
|
| Rambus (RMBS) | 0.0 | $292k | -9% | 2.2k | 132.74 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $292k | -35% | 1.4k | 205.02 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $291k | -9% | 17k | 17.35 |
|
| Casey's General Stores (CASY) | 0.0 | $291k | +14% | 366.00 | 794.79 |
|
| PNC Financial Services (PNC) | 0.0 | $291k | -20% | 1.2k | 246.22 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $291k | -5% | 2.0k | 146.19 |
|
| Yum! Brands (YUM) | 0.0 | $289k | -4% | 1.8k | 159.84 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $289k | +15% | 5.0k | 57.84 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $288k | -9% | 5.8k | 49.82 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $286k | NEW | 1.3k | 212.77 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $285k | NEW | 943.00 | 302.70 |
|
| Paypal Holdings (PYPL) | 0.0 | $285k | +14% | 6.6k | 43.18 |
|
| IDEX Corporation (IEX) | 0.0 | $284k | +6% | 1.2k | 226.95 |
|
| Caesars Entertainment (CZR) | 0.0 | $283k | +21% | 9.4k | 30.18 |
|
| Exp World Holdings Inc equities | 0.0 | $282k | -16% | 52k | 5.41 |
|
| Republic Services (RSG) | 0.0 | $282k | +27% | 1.3k | 213.08 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $282k | NEW | 5.0k | 56.33 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $280k | +2% | 2.0k | 143.10 |
|
| Southwest Airlines (LUV) | 0.0 | $279k | NEW | 5.4k | 51.42 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $279k | 879.00 | 316.90 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $278k | -2% | 2.6k | 107.50 |
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $278k | 3.5k | 79.30 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $275k | NEW | 3.7k | 73.35 |
|
| Century Aluminum Company (CENX) | 0.0 | $274k | 5.9k | 46.01 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $274k | 2.6k | 103.88 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $273k | 693.00 | 393.96 |
|
|
| Lattice Semiconductor (LSCC) | 0.0 | $271k | NEW | 1.8k | 152.96 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $269k | +5% | 1.5k | 176.46 |
|
| Kkr & Co (KKR) | 0.0 | $266k | -39% | 2.9k | 91.78 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $266k | +5% | 2.5k | 107.00 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $265k | 1.7k | 158.07 |
|
|
| Tapestry (TPR) | 0.0 | $265k | +9% | 1.8k | 146.38 |
|
| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 0.0 | $263k | -52% | 6.7k | 39.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $263k | -10% | 2.2k | 117.69 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $263k | 1.2k | 219.21 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $263k | -20% | 1.6k | 167.73 |
|
| Paychex (PAYX) | 0.0 | $262k | NEW | 2.7k | 98.33 |
|
| Clorox Company (CLX) | 0.0 | $261k | -3% | 2.7k | 95.44 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $261k | 5.1k | 51.51 |
|
|
| Waste Management (WM) | 0.0 | $261k | 1.2k | 222.88 |
|
|
| Axon Enterprise (AXON) | 0.0 | $260k | NEW | 463.00 | 560.61 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $258k | 1.3k | 190.92 |
|
|
| M/a (MTSI) | 0.0 | $257k | NEW | 675.00 | 380.37 |
|
| Onto Innovation (ONTO) | 0.0 | $256k | NEW | 677.00 | 378.45 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $256k | +2% | 2.9k | 87.88 |
|
| Natera (NTRA) | 0.0 | $254k | NEW | 937.00 | 271.45 |
|
| Enterprise Products Partners (EPD) | 0.0 | $249k | NEW | 6.8k | 36.76 |
|
| Wec Energy Group (WEC) | 0.0 | $243k | NEW | 2.1k | 116.77 |
|
| Leslies (LESL) | 0.0 | $239k | +5% | 24k | 10.15 |
|
| Xcel Energy (XEL) | 0.0 | $238k | 3.0k | 80.30 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $238k | NEW | 1.3k | 188.69 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $237k | -4% | 1.2k | 205.29 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $236k | 4.8k | 49.55 |
|
|
| Buckle (BKE) | 0.0 | $234k | -7% | 5.5k | 42.20 |
|
| Manulife Finl Corp (MFC) | 0.0 | $234k | NEW | 5.8k | 40.51 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $231k | -14% | 6.1k | 38.06 |
|
| Roku Com Cl A (ROKU) | 0.0 | $230k | NEW | 1.7k | 138.14 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $229k | NEW | 666.00 | 343.91 |
|
| Ameriprise Financial (AMP) | 0.0 | $228k | +3% | 498.00 | 458.66 |
|
| NetApp (NTAP) | 0.0 | $226k | NEW | 1.5k | 154.76 |
|
| Zions Bancorporation (ZION) | 0.0 | $224k | NEW | 3.2k | 69.19 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.0 | $223k | NEW | 3.4k | 65.54 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $223k | NEW | 2.7k | 82.33 |
|
| EQT Corporation (EQT) | 0.0 | $223k | -39% | 4.2k | 53.17 |
|
| Intuit (INTU) | 0.0 | $220k | -67% | 844.00 | 261.01 |
|
| Mueller Industries (MLI) | 0.0 | $217k | -3% | 1.8k | 122.93 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $217k | NEW | 1.3k | 164.60 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $216k | NEW | 156.00 | 1382.36 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $215k | NEW | 2.0k | 109.77 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $214k | NEW | 2.3k | 95.09 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $214k | 3.0k | 72.51 |
|
|
| PG&E Corporation (PCG) | 0.0 | $213k | -8% | 13k | 16.82 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $213k | NEW | 1.1k | 188.09 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.0 | $213k | -42% | 8.4k | 25.44 |
|
| Roper Industries (ROP) | 0.0 | $213k | NEW | 628.00 | 338.39 |
|
| Becton, Dickinson and (BDX) | 0.0 | $211k | -46% | 1.4k | 151.33 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $210k | -3% | 505.00 | 415.29 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $208k | 1.3k | 156.72 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $208k | NEW | 2.6k | 79.22 |
|
| FormFactor (FORM) | 0.0 | $207k | NEW | 1.3k | 159.93 |
|
| Monster Beverage Corp (MNST) | 0.0 | $205k | NEW | 2.1k | 96.12 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $204k | 15k | 13.80 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $204k | -9% | 1.6k | 124.44 |
|
| Nutanix Cl A (NTNX) | 0.0 | $202k | NEW | 4.0k | 50.96 |
|
| Hldgs (UAL) | 0.0 | $202k | NEW | 1.5k | 135.99 |
|
| Zoetis Cl A (ZTS) | 0.0 | $202k | NEW | 2.8k | 71.86 |
|
| Semtech Corporation (SMTC) | 0.0 | $202k | NEW | 1.2k | 161.85 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $202k | 3.6k | 55.50 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $201k | NEW | 2.1k | 96.49 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $200k | NEW | 2.3k | 88.71 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $174k | 21k | 8.29 |
|
|
| Cushman And Wakefield Common Shares (CWK) | 0.0 | $173k | 13k | 13.39 |
|
|
| Neogen Corporation (NEOG) | 0.0 | $162k | 18k | 8.99 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $136k | NEW | 13k | 10.87 |
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $134k | NEW | 141k | 0.95 |
|
| Alpha Tau Medical Ordinary Shares (DRTS) | 0.0 | $126k | NEW | 10k | 12.58 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $118k | NEW | 11k | 11.23 |
|
| Immix Biopharma (IMMX) | 0.0 | $103k | NEW | 10k | 10.31 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $67k | +3% | 12k | 5.83 |
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $66k | 13k | 5.24 |
|
|
| American Axle & Manufact. Holdings (DCH) | 0.0 | $65k | 12k | 5.42 |
|
|
| Cytek Biosciences (CTKB) | 0.0 | $57k | 13k | 4.43 |
|
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $50k | 11k | 4.49 |
|
|
| Gt Biopharma (GTBP) | 0.0 | $49k | NEW | 100k | 0.49 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $40k | NEW | 14k | 2.93 |
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $39k | 10k | 3.94 |
|
|
| Sabre (SABR) | 0.0 | $24k | +5% | 12k | 2.09 |
|
| Defi Technologies (DEFT) | 0.0 | $5.8k | 11k | 0.51 |
|
Past Filings by Everhart Financial Group
SEC 13F filings are viewable for Everhart Financial Group going back to 2020
- Everhart Financial Group 2026 Q2 filed July 9, 2026
- Everhart Financial Group 2026 Q1 filed April 9, 2026
- Everhart Financial Group 2025 Q4 filed Jan. 7, 2026
- Everhart Financial Group 2025 Q3 filed Nov. 4, 2025
- Everhart Financial Group 2025 Q2 filed Aug. 7, 2025
- Everhart Financial Group 2025 Q1 filed April 16, 2025
- Everhart Financial Group 2024 Q4 filed Jan. 30, 2025
- Everhart Financial Group 2024 Q3 filed Nov. 4, 2024
- Everhart Financial Group 2024 Q2 filed July 24, 2024
- Everhart Financial Group 2024 Q1 filed May 13, 2024
- 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