Everhart Financial Group
Latest statistics and disclosures from Everhart Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, VTI, NVDA, DFAI, and represent 38.42% of Everhart Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$18M), VTV (+$7.8M), DFAI (+$7.1M), SPY (+$5.9M), VOT, VOE, AAPL, VBR, SLYG, NVDA.
- Started 74 new stock positions in XEL, CWI, FIX, American Axle & Manufact. Holdings, WY, IBKR, CLOV, SBAC, AEIS, DFLV.
- Reduced shares in these 10 stocks: VTI, BIV, IPAY, INTU, VWO, INSP, SPGI, WMB, , NVT.
- Sold out of its positions in AGL, LNT, IPAY, APO, AVB, AXON, CWST, CELC, CSGP, EPAM.
- Everhart Financial Group was a net buyer of stock by $128M.
- Everhart Financial Group has $1.2B in assets under management (AUM), dropping by 8.78%.
- Central Index Key (CIK): 0001852858
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Portfolio Holdings for Everhart Financial Group
Everhart Financial Group holds 464 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 14.2 | $167M | +4% | 853k | 196.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 12.1 | $142M | +14% | 326k | 436.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.9 | $58M | -2% | 180k | 320.81 |
|
| NVIDIA Corporation (NVDA) | 3.7 | $44M | +9% | 251k | 174.40 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.4 | $40M | +21% | 1.0M | 38.96 |
|
| Apple (AAPL) | 3.1 | $36M | +13% | 141k | 253.79 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.4 | $28M | -3% | 368k | 77.18 |
|
| Microsoft Corporation (MSFT) | 2.0 | $23M | +8% | 63k | 370.17 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.7 | $20M | +20% | 591k | 33.86 |
|
| Amazon (AMZN) | 1.3 | $16M | +9% | 75k | 208.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $14M | +13% | 48k | 287.56 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $12M | +47% | 56k | 217.25 |
|
| Broadcom (AVGO) | 1.0 | $12M | +18% | 40k | 309.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $12M | +11% | 42k | 286.86 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $12M | -5% | 219k | 54.05 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $12M | +60% | 63k | 184.28 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $11M | +65% | 44k | 257.35 |
|
| Meta Platforms Cl A (META) | 0.9 | $11M | +2% | 20k | 572.12 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $11M | 422k | 25.10 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $10M | -2% | 358k | 29.13 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $8.1M | +10% | 17k | 479.20 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $7.9M | +18% | 27k | 294.16 |
|
| Tesla Motors (TSLA) | 0.7 | $7.9M | +7% | 21k | 371.75 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $7.5M | +8% | 25k | 302.25 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $7.4M | +6% | 8.0k | 919.74 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $7.3M | +409% | 11k | 650.32 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $7.2M | +15% | 43k | 169.66 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $6.0M | +13% | 10k | 597.55 |
|
| Wal-Mart Stores (WMT) | 0.5 | $5.9M | +13% | 48k | 124.28 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $5.8M | +8% | 65k | 88.70 |
|
| Abbvie (ABBV) | 0.5 | $5.7M | +27% | 26k | 217.49 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $5.1M | 5.1k | 996.46 |
|
|
| Ge Vernova (GEV) | 0.4 | $4.9M | +6% | 5.7k | 872.92 |
|
| Johnson & Johnson (JNJ) | 0.4 | $4.8M | +30% | 20k | 244.44 |
|
| Procter & Gamble Company (PG) | 0.4 | $4.8M | +34% | 33k | 144.44 |
|
| Visa Com Cl A (V) | 0.4 | $4.6M | +13% | 15k | 302.24 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $4.4M | +14% | 6.8k | 653.20 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.4 | $4.3M | +939% | 45k | 96.62 |
|
| Netflix (NFLX) | 0.4 | $4.3M | +14% | 45k | 96.15 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $4.1M | +11% | 28k | 146.28 |
|
| Ge Aerospace Com New (GE) | 0.3 | $4.1M | +14% | 14k | 283.76 |
|
| Micron Technology (MU) | 0.3 | $4.0M | +24% | 12k | 337.84 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.9M | +218% | 18k | 215.06 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $3.9M | 128k | 30.50 |
|
|
| Caterpillar (CAT) | 0.3 | $3.8M | +16% | 5.3k | 708.52 |
|
| Applied Materials (AMAT) | 0.3 | $3.7M | +12% | 11k | 341.79 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.6M | NEW | 17k | 213.67 |
|
| Advanced Micro Devices (AMD) | 0.3 | $3.5M | +12% | 17k | 203.43 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.4M | +15% | 6.9k | 499.66 |
|
| Western Digital (WDC) | 0.3 | $3.4M | 13k | 270.49 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $3.4M | 109k | 30.96 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $3.3M | +4% | 43k | 77.11 |
|
| Quanta Services (PWR) | 0.3 | $3.2M | +5% | 5.8k | 549.02 |
|
| Goldman Sachs (GS) | 0.3 | $3.2M | +25% | 3.7k | 846.06 |
|
| Cisco Systems (CSCO) | 0.2 | $2.9M | +3% | 37k | 77.59 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.8M | -6% | 92k | 30.68 |
|
| Coca-Cola Company (KO) | 0.2 | $2.8M | +17% | 37k | 76.05 |
|
| Chevron Corporation (CVX) | 0.2 | $2.7M | +14% | 13k | 206.90 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.7M | +12% | 14k | 192.90 |
|
| TJX Companies (TJX) | 0.2 | $2.6M | +19% | 17k | 159.70 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $2.6M | +27% | 11k | 250.58 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $2.4M | +3% | 12k | 213.66 |
|
| Philip Morris International (PM) | 0.2 | $2.4M | +4% | 15k | 165.34 |
|
| Merck & Co (MRK) | 0.2 | $2.4M | +31% | 20k | 120.29 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.3M | +20% | 15k | 147.11 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $2.2M | NEW | 15k | 151.41 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.2M | +3% | 7.0k | 310.81 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.1M | +6% | 44k | 48.75 |
|
| Pepsi (PEP) | 0.2 | $2.1M | +11% | 14k | 155.29 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.1M | 27k | 78.41 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $2.1M | 71k | 29.08 |
|
|
| Royal Caribbean Cruises (RCL) | 0.2 | $2.1M | +3% | 7.5k | 275.18 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $2.1M | +16% | 10k | 197.71 |
|
| At&t (T) | 0.2 | $2.0M | +27% | 70k | 28.99 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.0M | +24% | 12k | 164.57 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $2.0M | 4.2k | 484.91 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.0M | 22k | 90.53 |
|
|
| International Business Machines (IBM) | 0.2 | $2.0M | +5% | 8.3k | 242.39 |
|
| Wells Fargo & Company (WFC) | 0.2 | $2.0M | 25k | 79.61 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.0M | -3% | 31k | 64.08 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.9M | 4.2k | 460.99 |
|
|
| McKesson Corporation (MCK) | 0.2 | $1.9M | +10% | 2.2k | 865.36 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.9M | +5% | 26k | 73.64 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.9M | 74k | 25.64 |
|
|
| Spdr Series Trust State Street Spd (SLYV) | 0.2 | $1.9M | +144% | 20k | 94.58 |
|
| Amgen (AMGN) | 0.2 | $1.9M | +22% | 5.3k | 351.85 |
|
| Home Depot (HD) | 0.2 | $1.8M | -18% | 5.6k | 328.89 |
|
| Analog Devices (ADI) | 0.2 | $1.8M | -2% | 5.7k | 318.14 |
|
| Nextera Energy (NEE) | 0.2 | $1.8M | +31% | 19k | 92.88 |
|
| Booking Holdings (BKNG) | 0.1 | $1.8M | -4% | 417.00 | 4210.32 |
|
| Intel Corporation (INTC) | 0.1 | $1.8M | +32% | 40k | 44.13 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | +69% | 3.0k | 577.16 |
|
| Itt (ITT) | 0.1 | $1.7M | +4% | 8.9k | 190.53 |
|
| Williams Companies (WMB) | 0.1 | $1.7M | -26% | 23k | 72.78 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.6M | 5.9k | 277.87 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.6M | +4% | 13k | 130.94 |
|
| Univest Corp. of PA (UVSP) | 0.1 | $1.6M | +18% | 48k | 34.26 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $1.6M | 59k | 27.46 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.6M | +5% | 15k | 108.25 |
|
| CSX Corporation (CSX) | 0.1 | $1.6M | +11% | 39k | 41.05 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.6M | 32k | 49.89 |
|
|
| Gilead Sciences (GILD) | 0.1 | $1.6M | +28% | 11k | 139.37 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.6M | +17% | 3.7k | 416.74 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.6M | 6.0k | 261.93 |
|
|
| NiSource (NI) | 0.1 | $1.5M | +2% | 33k | 46.66 |
|
| Sellas Life Sciences Group I Com New (SLS) | 0.1 | $1.5M | -21% | 364k | 4.23 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.5M | +11% | 5.0k | 304.08 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.5M | +16% | 2.4k | 635.34 |
|
| American Express Company (AXP) | 0.1 | $1.5M | -23% | 5.0k | 302.48 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.5M | 5.2k | 287.16 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.5M | +14% | 9.4k | 160.32 |
|
| Blackrock (BLK) | 0.1 | $1.5M | +25% | 1.5k | 961.71 |
|
| Howmet Aerospace (HWM) | 0.1 | $1.5M | +18% | 6.4k | 230.46 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | +21% | 5.3k | 270.59 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.4M | +9% | 14k | 102.67 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.4M | +6% | 5.8k | 244.18 |
|
| Spdr Index Shs Fds State Street Spd (CWI) | 0.1 | $1.4M | NEW | 38k | 36.59 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $1.4M | +4% | 6.7k | 206.34 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.4M | +5% | 3.5k | 390.41 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | +25% | 22k | 60.65 |
|
| Servicenow (NOW) | 0.1 | $1.4M | +29% | 13k | 104.55 |
|
| Deere & Company (DE) | 0.1 | $1.3M | +4% | 2.4k | 563.30 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | +15% | 14k | 93.98 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.3M | +20% | 11k | 122.78 |
|
| Citizens Financial (CFG) | 0.1 | $1.3M | +25% | 22k | 59.97 |
|
| Linde SHS (LIN) | 0.1 | $1.3M | +50% | 2.6k | 495.76 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.3M | -3% | 8.7k | 145.79 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $1.2M | +4% | 39k | 31.33 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | 12k | 106.15 |
|
|
| ConocoPhillips (COP) | 0.1 | $1.2M | +21% | 9.3k | 132.00 |
|
| Ross Stores (ROST) | 0.1 | $1.2M | +14% | 5.6k | 216.63 |
|
| salesforce (CRM) | 0.1 | $1.2M | +27% | 6.5k | 186.66 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.2M | +17% | 1.3k | 895.24 |
|
| Ea Series Trust Strive 1000 Grwt (STXG) | 0.1 | $1.2M | -9% | 25k | 46.91 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $1.2M | +6% | 3.0k | 388.23 |
|
| Hubbell (HUBB) | 0.1 | $1.2M | +5% | 2.4k | 490.74 |
|
| Ea Series Trust Strive 1000 Valu (STXV) | 0.1 | $1.2M | -13% | 33k | 35.14 |
|
| AmerisourceBergen (COR) | 0.1 | $1.2M | 3.7k | 314.14 |
|
|
| Lincoln Electric Holdings (LECO) | 0.1 | $1.2M | +8% | 4.7k | 249.08 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | +9% | 1.9k | 604.39 |
|
| Halliburton Company (HAL) | 0.1 | $1.2M | +12% | 30k | 38.99 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $1.2M | -2% | 2.9k | 398.00 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | -3% | 2.1k | 561.89 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | +42% | 5.9k | 194.14 |
|
| Simon Property (SPG) | 0.1 | $1.1M | +14% | 6.1k | 186.53 |
|
| AutoZone (AZO) | 0.1 | $1.1M | 337.00 | 3377.78 |
|
|
| Intuit (INTU) | 0.1 | $1.1M | -38% | 2.6k | 432.39 |
|
| Cme (CME) | 0.1 | $1.1M | +17% | 3.8k | 295.35 |
|
| Rush Enterprises CL B (RUSHB) | 0.1 | $1.1M | +6% | 17k | 64.35 |
|
| Capital One Financial (COF) | 0.1 | $1.1M | +15% | 6.0k | 182.42 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.1M | +9% | 2.5k | 446.54 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.1M | 16k | 69.75 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | +4% | 3.3k | 328.59 |
|
| Uber Technologies (UBER) | 0.1 | $1.1M | 15k | 71.93 |
|
|
| Dollar General (DG) | 0.1 | $1.1M | 9.0k | 118.73 |
|
|
| Devon Energy Corporation (DVN) | 0.1 | $1.1M | +11% | 21k | 50.32 |
|
| Old Republic International Corporation (ORI) | 0.1 | $1.1M | +7% | 27k | 39.90 |
|
| CBOE Holdings (CBOE) | 0.1 | $1.1M | +14% | 3.8k | 281.07 |
|
| General Motors Company (GM) | 0.1 | $1.1M | +16% | 14k | 74.50 |
|
| Honeywell International (HON) | 0.1 | $1.0M | -9% | 4.6k | 226.05 |
|
| Boeing Company (BA) | 0.1 | $1.0M | -2% | 5.3k | 199.03 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.0M | +37% | 4.3k | 242.62 |
|
| Lowe's Companies (LOW) | 0.1 | $1.0M | +7% | 4.4k | 236.28 |
|
| Chubb (CB) | 0.1 | $1.0M | +14% | 3.2k | 325.93 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $1.0M | +22% | 3.6k | 283.76 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $1.0M | +10% | 15k | 66.48 |
|
| SLB Com Stk (SLB) | 0.1 | $1.0M | +20% | 20k | 51.39 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.0M | -5% | 16k | 62.75 |
|
| American Intl Group Com New (AIG) | 0.1 | $1.0M | -3% | 14k | 75.25 |
|
| S&p Global (SPGI) | 0.1 | $1.0M | -37% | 2.4k | 425.34 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.0M | +10% | 2.0k | 491.53 |
|
| Ida (IDA) | 0.1 | $1.0M | +7% | 7.0k | 142.97 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $990k | +40% | 7.6k | 130.95 |
|
| Prologis (PLD) | 0.1 | $990k | +40% | 7.5k | 132.18 |
|
| Marvell Technology (MRVL) | 0.1 | $989k | +11% | 10k | 99.05 |
|
| Pfizer (PFE) | 0.1 | $988k | +32% | 35k | 28.08 |
|
| Kroger (KR) | 0.1 | $985k | +19% | 14k | 72.36 |
|
| Phillips 66 (PSX) | 0.1 | $974k | +7% | 5.3k | 182.16 |
|
| Verizon Communications (VZ) | 0.1 | $969k | +37% | 19k | 50.20 |
|
| CNO Financial (CNO) | 0.1 | $962k | +2% | 23k | 41.06 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $961k | +2% | 20k | 48.93 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $960k | +14% | 2.9k | 330.87 |
|
| Oge Energy Corp (OGE) | 0.1 | $951k | +5% | 20k | 47.96 |
|
| Keysight Technologies (KEYS) | 0.1 | $951k | +50% | 3.4k | 282.37 |
|
| Ecolab (ECL) | 0.1 | $949k | +2% | 3.6k | 266.02 |
|
| First Busey Corp Com New (BUSE) | 0.1 | $942k | +72% | 37k | 25.27 |
|
| Nvent Elec SHS (NVT) | 0.1 | $941k | -36% | 8.0k | 118.28 |
|
| Cigna Corp (CI) | 0.1 | $939k | +47% | 3.5k | 266.75 |
|
| Norfolk Southern (NSC) | 0.1 | $930k | +10% | 3.2k | 287.00 |
|
| Constellation Energy (CEG) | 0.1 | $929k | +10% | 3.3k | 279.25 |
|
| Cintas Corporation (CTAS) | 0.1 | $925k | -11% | 5.5k | 169.14 |
|
| Progressive Corporation (PGR) | 0.1 | $914k | +16% | 4.6k | 198.24 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $906k | 3.1k | 287.57 |
|
|
| Stag Industrial (STAG) | 0.1 | $898k | +10% | 25k | 36.06 |
|
| Royal Gold (RGLD) | 0.1 | $888k | +3% | 3.5k | 254.49 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $877k | +10% | 757.00 | 1158.96 |
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $875k | -11% | 21k | 41.97 |
|
| Synopsys (SNPS) | 0.1 | $872k | -9% | 2.2k | 396.48 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $868k | 7.3k | 118.62 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $866k | -6% | 55k | 15.65 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $865k | +2% | 26k | 32.95 |
|
| Doordash Cl A (DASH) | 0.1 | $864k | -12% | 5.8k | 150.15 |
|
| Hanover Insurance (THG) | 0.1 | $858k | 5.0k | 173.35 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $852k | -2% | 12k | 70.91 |
|
| Cardinal Health (CAH) | 0.1 | $846k | +3% | 4.0k | 211.33 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $837k | +9% | 8.7k | 95.99 |
|
| 3M Company (MMM) | 0.1 | $836k | +18% | 5.8k | 145.24 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $831k | 7.8k | 106.51 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $830k | -31% | 9.8k | 84.89 |
|
| Pulte (PHM) | 0.1 | $824k | 7.0k | 117.61 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $817k | +19% | 4.6k | 179.53 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.1 | $812k | +36% | 26k | 31.49 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $812k | +5% | 8.8k | 92.74 |
|
| Walt Disney Company (DIS) | 0.1 | $789k | 8.2k | 96.38 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $785k | +23% | 533.00 | 1472.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $776k | 1.1k | 697.72 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $775k | +9% | 3.1k | 247.08 |
|
| O'reilly Automotive (ORLY) | 0.1 | $773k | +35% | 8.4k | 92.31 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $748k | 6.6k | 113.11 |
|
|
| Lifestance Health Group (LFST) | 0.1 | $742k | +4% | 116k | 6.37 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $721k | +37% | 11k | 65.00 |
|
| Starbucks Corporation (SBUX) | 0.1 | $714k | +16% | 8.0k | 89.59 |
|
| Home BancShares (HOMB) | 0.1 | $690k | -3% | 26k | 26.93 |
|
| Smucker J M Com New (SJM) | 0.1 | $687k | NEW | 7.1k | 96.44 |
|
| Us Bancorp Com New (USB) | 0.1 | $682k | +3% | 13k | 52.01 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $678k | -2% | 3.2k | 211.09 |
|
| Vistra Energy (VST) | 0.1 | $677k | +15% | 4.5k | 150.33 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $672k | -5% | 3.4k | 197.50 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $670k | 4.6k | 145.94 |
|
|
| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $649k | -2% | 7.6k | 85.15 |
|
| American Electric Power Company (AEP) | 0.1 | $645k | -32% | 4.9k | 131.08 |
|
| FirstEnergy (FE) | 0.1 | $642k | 13k | 50.66 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $641k | 2.6k | 248.02 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $635k | 13k | 49.50 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $634k | +6% | 26k | 24.75 |
|
| Realty Income (O) | 0.1 | $632k | +5% | 10k | 61.18 |
|
| Moody's Corporation (MCO) | 0.1 | $624k | +27% | 1.4k | 436.25 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $619k | +13% | 11k | 58.78 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $596k | -21% | 5.5k | 109.10 |
|
| Primerica (PRI) | 0.1 | $593k | -7% | 2.4k | 250.48 |
|
| Fortinet (FTNT) | 0.1 | $592k | +27% | 7.2k | 81.72 |
|
| Corning Incorporated (GLW) | 0.1 | $590k | +21% | 4.3k | 135.97 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $588k | -9% | 8.2k | 71.82 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $586k | +25% | 4.6k | 126.35 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $582k | +3% | 7.0k | 83.57 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $579k | -34% | 438.00 | 1320.83 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $577k | 1.8k | 320.55 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $575k | 7.1k | 80.39 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $574k | +16% | 16k | 35.14 |
|
| Autodesk (ADSK) | 0.0 | $573k | -12% | 2.4k | 239.40 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $570k | +94% | 8.4k | 67.53 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $566k | +46% | 830.00 | 682.24 |
|
| Automatic Data Processing (ADP) | 0.0 | $560k | -9% | 2.8k | 203.18 |
|
| SYSCO Corporation (SYY) | 0.0 | $560k | 7.8k | 71.33 |
|
|
| Kinder Morgan (KMI) | 0.0 | $556k | +36% | 17k | 33.53 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $547k | +10% | 21k | 25.88 |
|
| Emerson Electric (EMR) | 0.0 | $545k | +51% | 4.2k | 131.01 |
|
| Qualcomm (QCOM) | 0.0 | $540k | -23% | 4.2k | 128.78 |
|
| Carlyle Group (CG) | 0.0 | $539k | -14% | 11k | 48.39 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $536k | -16% | 2.2k | 243.08 |
|
| Ametek (AME) | 0.0 | $534k | +21% | 2.5k | 214.36 |
|
| Edwards Lifesciences (EW) | 0.0 | $532k | +7% | 6.6k | 80.08 |
|
| Intercontinental Exchange (ICE) | 0.0 | $531k | +31% | 3.4k | 157.28 |
|
| FedEx Corporation (FDX) | 0.0 | $524k | +73% | 1.5k | 356.18 |
|
| Medtronic SHS (MDT) | 0.0 | $522k | +12% | 6.0k | 86.65 |
|
| American Tower Reit (AMT) | 0.0 | $521k | +17% | 3.0k | 172.58 |
|
| United Rentals (URI) | 0.0 | $519k | 712.00 | 728.56 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $516k | +4% | 5.3k | 97.23 |
|
| Aptiv Com Shs (APTV) | 0.0 | $514k | +105% | 7.4k | 69.44 |
|
| Altria (MO) | 0.0 | $511k | +43% | 7.7k | 65.99 |
|
| Eaton Corp SHS (ETN) | 0.0 | $511k | NEW | 1.4k | 357.67 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $510k | +43% | 660.00 | 772.67 |
|
| Dell Technologies CL C (DELL) | 0.0 | $506k | NEW | 3.1k | 164.15 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $506k | -31% | 1.5k | 337.95 |
|
| Littelfuse (LFUS) | 0.0 | $502k | +8% | 1.5k | 339.35 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $501k | +12% | 6.3k | 79.57 |
|
| Charles River Laboratories (CRL) | 0.0 | $501k | +10% | 2.9k | 172.50 |
|
| American Water Works (AWK) | 0.0 | $497k | +14% | 3.7k | 136.09 |
|
| German American Ban (GABC) | 0.0 | $497k | 12k | 41.79 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $496k | NEW | 14k | 35.71 |
|
| Dominion Resources (D) | 0.0 | $492k | +38% | 8.0k | 61.82 |
|
| Citigroup Com New (C) | 0.0 | $485k | +10% | 4.3k | 113.41 |
|
| M&T Bank Corporation (MTB) | 0.0 | $484k | +60% | 2.3k | 206.72 |
|
| Illinois Tool Works (ITW) | 0.0 | $483k | +42% | 1.9k | 260.29 |
|
| Insmed Com Par $.01 (INSM) | 0.0 | $480k | 2.9k | 163.52 |
|
|
| CF Industries Holdings (CF) | 0.0 | $477k | NEW | 3.7k | 129.84 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $474k | 21k | 22.69 |
|
|
| Equinix (EQIX) | 0.0 | $468k | +56% | 477.00 | 980.24 |
|
| Crown Castle Intl (CCI) | 0.0 | $464k | +26% | 5.7k | 81.31 |
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $462k | +9% | 2.3k | 201.65 |
|
| Danaher Corporation (DHR) | 0.0 | $459k | -11% | 2.4k | 189.60 |
|
| Air Products & Chemicals (APD) | 0.0 | $449k | +22% | 1.5k | 290.49 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $447k | +80% | 16k | 28.71 |
|
| L3harris Technologies (LHX) | 0.0 | $444k | +54% | 1.3k | 345.15 |
|
| Kkr & Co (KKR) | 0.0 | $441k | +44% | 4.8k | 92.50 |
|
| EQT Corporation (EQT) | 0.0 | $439k | +28% | 6.9k | 63.64 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $436k | +59% | 3.5k | 124.31 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $435k | NEW | 12k | 35.53 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $435k | +19% | 2.9k | 150.82 |
|
| Nucor Corporation (NUE) | 0.0 | $435k | +9% | 2.6k | 169.11 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $429k | NEW | 3.7k | 115.38 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $428k | +18% | 3.6k | 118.63 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $424k | -15% | 20k | 21.49 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $423k | 3.2k | 132.90 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $420k | +42% | 1.3k | 327.07 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $419k | +23% | 3.7k | 113.98 |
|
| Darling International (DAR) | 0.0 | $417k | +7% | 6.7k | 61.85 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $413k | +37% | 3.1k | 135.46 |
|
| Metropcs Communications (TMUS) | 0.0 | $413k | +35% | 2.0k | 210.03 |
|
| Fifth Third Ban (FITB) | 0.0 | $410k | NEW | 8.8k | 46.46 |
|
| Becton, Dickinson and (BDX) | 0.0 | $409k | +82% | 2.6k | 157.23 |
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.0 | $408k | -10% | 12k | 33.36 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $407k | -8% | 13k | 32.01 |
|
| Prudential Financial (PRU) | 0.0 | $406k | -10% | 4.2k | 97.69 |
|
| East West Ban (EWBC) | 0.0 | $404k | +67% | 3.8k | 106.76 |
|
| Comfort Systems USA (FIX) | 0.0 | $403k | NEW | 292.00 | 1379.44 |
|
| Akamai Technologies (AKAM) | 0.0 | $397k | +37% | 3.5k | 114.85 |
|
| Steel Dynamics (STLD) | 0.0 | $394k | +40% | 2.2k | 180.00 |
|
| Anthem (ELV) | 0.0 | $386k | -35% | 1.3k | 292.75 |
|
| NVR (NVR) | 0.0 | $382k | NEW | 58.00 | 6589.83 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $381k | 823.00 | 463.19 |
|
|
| Dupont De Nemours (DD) | 0.0 | $378k | +32% | 8.2k | 45.80 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $377k | +9% | 14k | 27.85 |
|
| Brunswick Corporation (BC) | 0.0 | $377k | +6% | 5.2k | 72.76 |
|
| Webster Financial Corporation (WBS) | 0.0 | $374k | +58% | 5.4k | 69.42 |
|
| Southern Company (SO) | 0.0 | $374k | +53% | 3.9k | 96.52 |
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $374k | +15% | 62k | 5.99 |
|
| Aon Shs Cl A (AON) | 0.0 | $373k | 1.2k | 322.78 |
|
|
| Copart (CPRT) | 0.0 | $369k | +12% | 11k | 33.20 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $368k | -7% | 2.1k | 174.61 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $363k | 15k | 24.80 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $360k | 844.00 | 426.40 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $357k | -53% | 1.8k | 198.29 |
|
| Century Aluminum Company (CENX) | 0.0 | $350k | 6.0k | 58.69 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $346k | +27% | 9.0k | 38.42 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $344k | +12% | 4.7k | 72.69 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $340k | +4% | 3.4k | 99.27 |
|
| Biogen Idec (BIIB) | 0.0 | $337k | +10% | 1.8k | 183.33 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $336k | -16% | 3.9k | 86.84 |
|
| Targa Res Corp (TRGP) | 0.0 | $329k | +12% | 1.3k | 250.73 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $327k | +11% | 3.4k | 95.95 |
|
| ON Semiconductor (ON) | 0.0 | $327k | +10% | 5.3k | 61.92 |
|
| Expedia Group Com New (EXPE) | 0.0 | $327k | +41% | 1.4k | 230.89 |
|
| eBay (EBAY) | 0.0 | $326k | NEW | 3.6k | 91.02 |
|
| Match Group (MTCH) | 0.0 | $324k | +12% | 11k | 30.71 |
|
| Target Corporation (TGT) | 0.0 | $322k | NEW | 2.7k | 121.21 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $321k | +43% | 3.8k | 85.23 |
|
| PNC Financial Services (PNC) | 0.0 | $311k | +21% | 1.5k | 208.09 |
|
| General Dynamics Corporation (GD) | 0.0 | $310k | +48% | 904.00 | 343.22 |
|
| Microchip Technology (MCHP) | 0.0 | $307k | -2% | 4.8k | 64.61 |
|
| Fidelity National Information Services (FIS) | 0.0 | $306k | -3% | 6.5k | 46.91 |
|
| EOG Resources (EOG) | 0.0 | $306k | NEW | 2.1k | 144.57 |
|
| Buckle (BKE) | 0.0 | $302k | 6.0k | 50.36 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $301k | +10% | 1.5k | 205.79 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $300k | 1.4k | 211.12 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $299k | 5.3k | 56.58 |
|
|
| Fox Corp Cl B Com (FOX) | 0.0 | $296k | +38% | 5.6k | 53.10 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $296k | +37% | 11k | 26.20 |
|
| Yum! Brands (YUM) | 0.0 | $295k | +25% | 1.9k | 155.44 |
|
| Clorox Company (CLX) | 0.0 | $295k | NEW | 2.8k | 103.63 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $294k | NEW | 5.2k | 56.49 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $293k | NEW | 6.4k | 45.97 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $288k | +53% | 2.5k | 115.01 |
|
| Travelers Companies (TRV) | 0.0 | $288k | +39% | 988.00 | 291.68 |
|
| Block Cl A (XYZ) | 0.0 | $288k | +10% | 4.8k | 60.18 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $285k | 3.8k | 75.19 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $280k | 384.00 | 730.25 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $278k | +65% | 19k | 15.05 |
|
| Marsh & McLennan Companies | 0.0 | $278k | NEW | 1.6k | 173.45 |
|
| Rollins (ROL) | 0.0 | $277k | NEW | 5.2k | 53.41 |
|
| AFLAC Incorporated (AFL) | 0.0 | $276k | +23% | 2.5k | 109.71 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $275k | -2% | 19k | 14.25 |
|
| Ball Corporation (BALL) | 0.0 | $275k | +11% | 4.7k | 59.11 |
|
| Waste Management (WM) | 0.0 | $273k | -48% | 1.2k | 229.79 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $273k | NEW | 2.9k | 95.41 |
|
| Nortonlifelock (GEN) | 0.0 | $273k | -13% | 15k | 18.83 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $269k | 2.4k | 112.27 |
|
|
| Farmers Natl Banc Corp (FMNB) | 0.0 | $268k | NEW | 20k | 13.16 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $267k | 5.5k | 48.46 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $267k | +57% | 16k | 16.72 |
|
| Cummins (CMI) | 0.0 | $267k | +21% | 496.00 | 538.02 |
|
| MasTec (MTZ) | 0.0 | $267k | NEW | 829.00 | 321.74 |
|
| Hope Ban (HOPE) | 0.0 | $265k | 24k | 11.17 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $264k | 1.9k | 138.32 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $263k | NEW | 883.00 | 297.23 |
|
| Paypal Holdings (PYPL) | 0.0 | $262k | +2% | 5.8k | 45.23 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $262k | -2% | 2.7k | 98.38 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $261k | +25% | 733.00 | 356.51 |
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $261k | 3.5k | 75.10 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $259k | NEW | 1.3k | 191.74 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $258k | +38% | 2.2k | 118.05 |
|
| CF Bankshares (CFBK) | 0.0 | $254k | 9.1k | 27.91 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $253k | 2.6k | 97.13 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $253k | NEW | 587.00 | 430.29 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $252k | +3% | 5.0k | 50.14 |
|
| W.W. Grainger (GWW) | 0.0 | $250k | NEW | 229.00 | 1090.81 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $250k | NEW | 4.3k | 57.64 |
|
| Entergy Corporation (ETR) | 0.0 | $249k | NEW | 2.2k | 112.36 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $249k | NEW | 1.4k | 172.11 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $248k | 1.7k | 148.14 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $246k | 2.8k | 87.84 |
|
|
| Hasbro (HAS) | 0.0 | $245k | 2.6k | 93.60 |
|
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $245k | -2% | 5.8k | 42.48 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $245k | 1.2k | 203.79 |
|
|
| BorgWarner (BWA) | 0.0 | $245k | NEW | 4.5k | 54.26 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $244k | +14% | 4.6k | 52.78 |
|
| PG&E Corporation (PCG) | 0.0 | $243k | +34% | 14k | 17.57 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $242k | NEW | 1.9k | 126.28 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $240k | -60% | 459.00 | 523.47 |
|
| Msci (MSCI) | 0.0 | $240k | +14% | 445.00 | 539.01 |
|
| Xcel Energy (XEL) | 0.0 | $239k | NEW | 3.0k | 79.44 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $238k | NEW | 2.4k | 100.75 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $237k | +52% | 3.4k | 69.30 |
|
| Campbell Soup Company (CPB) | 0.0 | $236k | NEW | 11k | 22.27 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $234k | NEW | 1.2k | 194.55 |
|
| Tapestry (TPR) | 0.0 | $234k | NEW | 1.7k | 141.11 |
|
| Casey's General Stores (CASY) | 0.0 | $234k | NEW | 321.00 | 727.86 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $229k | NEW | 7.1k | 32.43 |
|
| Twilio Cl A (TWLO) | 0.0 | $229k | NEW | 1.8k | 125.82 |
|
| Paccar (PCAR) | 0.0 | $229k | NEW | 2.0k | 115.50 |
|
| Republic Services (RSG) | 0.0 | $227k | NEW | 1.0k | 219.02 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $227k | NEW | 3.6k | 62.45 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $226k | NEW | 521.00 | 433.97 |
|
| Carvana Cl A (CVNA) | 0.0 | $225k | +21% | 715.00 | 314.38 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $224k | NEW | 3.7k | 61.05 |
|
| IDEX Corporation (IEX) | 0.0 | $223k | NEW | 1.2k | 189.55 |
|
| Exelon Corporation (EXC) | 0.0 | $222k | NEW | 4.5k | 49.02 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $220k | 1.2k | 181.42 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $220k | 4.8k | 46.23 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $218k | NEW | 2.8k | 76.54 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $218k | 693.00 | 313.81 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $217k | NEW | 2.9k | 73.90 |
|
| Teradyne (TER) | 0.0 | $215k | NEW | 724.00 | 296.52 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $214k | NEW | 3.2k | 67.07 |
|
| Ameriprise Financial (AMP) | 0.0 | $214k | -6% | 481.00 | 444.03 |
|
| Nrg Energy Com New (NRG) | 0.0 | $213k | 1.5k | 146.14 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $212k | NEW | 8.7k | 24.43 |
|
| Rambus (RMBS) | 0.0 | $209k | NEW | 2.4k | 86.03 |
|
| Invesco SHS (IVZ) | 0.0 | $208k | NEW | 8.6k | 24.29 |
|
| Corteva (CTVA) | 0.0 | $208k | NEW | 2.5k | 83.71 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $208k | NEW | 643.00 | 322.71 |
|
| Diodes Incorporated (DIOD) | 0.0 | $207k | NEW | 3.0k | 68.26 |
|
| Pinterest Cl A (PINS) | 0.0 | $205k | NEW | 11k | 18.34 |
|
| Hca Holdings (HCA) | 0.0 | $205k | NEW | 433.00 | 473.24 |
|
| Caesars Entertainment (CZR) | 0.0 | $204k | NEW | 7.7k | 26.43 |
|
| Mueller Industries (MLI) | 0.0 | $203k | NEW | 1.8k | 110.80 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $202k | NEW | 4.4k | 45.89 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $202k | NEW | 1.3k | 152.75 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $168k | +25% | 15k | 11.28 |
|
| Neogen Corporation (NEOG) | 0.0 | $168k | 18k | 9.29 |
|
|
| Cushman And Wakefield Common Shares (CWK) | 0.0 | $158k | 13k | 12.26 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $146k | +46% | 21k | 6.95 |
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $117k | NEW | 138k | 0.85 |
|
| American Axle & Manufact. Holdings | 0.0 | $71k | NEW | 12k | 5.93 |
|
| B&G Foods (BGS) | 0.0 | $70k | 15k | 4.81 |
|
|
| Cytek Biosciences (CTKB) | 0.0 | $57k | 13k | 4.37 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $56k | NEW | 11k | 5.03 |
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $36k | NEW | 11k | 3.22 |
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $31k | NEW | 10k | 3.08 |
|
| Leslies (LESL) | 0.0 | $25k | NEW | 22k | 1.12 |
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $22k | NEW | 13k | 1.76 |
|
| Coty Com Cl A (COTY) | 0.0 | $21k | NEW | 10k | 2.01 |
|
| Sabre (SABR) | 0.0 | $16k | NEW | 11k | 1.45 |
|
| Defi Technologies (DEFT) | 0.0 | $6.2k | NEW | 11k | 0.55 |
|
Past Filings by Everhart Financial Group
SEC 13F filings are viewable for Everhart Financial Group going back to 2020
- 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
- Everhart Financial Group 2022 Q2 filed July 12, 2022