Everhart Financial Group
Latest statistics and disclosures from Everhart Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, VOT, VOE, VBR, and represent 37.01% of Everhart Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$16M), DFAI (+$8.2M), Exxon Mobil Corp (+$6.7M), VTV (+$5.7M), VOT (+$5.3M), VBR, VOE, DFAE, SLYG, CRWD.
- Started 42 new stock positions in ARW, PDSB, IVZ, EQR, GLD, BIO, AJG, INSM, DXCM, DOW.
- Reduced shares in these 10 stocks: AAPL (-$11M), , VTI, SCHO, VNQ, BIV, SLS, VWO, VBK, WMT.
- Sold out of its positions in AVB, CARR, CASY, CPRT, DEFT, DFAS, XOM, FORM, GTBP, IMMX.
- Everhart Financial Group was a net buyer of stock by $62M.
- Everhart Financial Group has $1.6B in assets under management (AUM), dropping by 3.84%.
- Central Index Key (CIK): 0001852858
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Portfolio Holdings for Everhart Financial Group
Everhart Financial Group holds 495 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 12.5 | $202M | +8% | 2.2M | 90.11 |
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 12.3 | $199M | +2% | 923k | 216.08 |
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 4.2 | $68M | +8% | 234k | 292.10 |
|
| Vanguard Index Fds Mrngstr Md Cp Va (VOE) | 4.1 | $67M | +6% | 342k | 195.53 |
|
| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 3.9 | $64M | +7% | 275k | 231.03 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 3.9 | $63M | -3% | 168k | 374.24 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 3.7 | $61M | +5% | 568k | 106.97 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.6 | $58M | +16% | 1.4M | 41.43 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $57M | +3% | 250k | 228.38 |
|
| Apple (AAPL) | 3.4 | $55M | -16% | 164k | 333.02 |
|
| Microsoft Corporation (MSFT) | 2.0 | $32M | +8% | 63k | 512.90 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.8 | $30M | +15% | 757k | 39.31 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.7 | $27M | -3% | 369k | 72.86 |
|
| Amazon (AMZN) | 1.2 | $19M | +4% | 77k | 249.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $17M | +2% | 48k | 344.08 |
|
| Meta Platforms Cl A (META) | 0.9 | $15M | +5% | 20k | 725.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $14M | 42k | 340.74 |
|
|
| Broadcom (AVGO) | 0.8 | $13M | 36k | 351.19 |
|
|
| Micron Technology (MU) | 0.8 | $12M | +2% | 12k | 1065.13 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.7 | $12M | 338k | 35.93 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $12M | -4% | 201k | 59.31 |
|
| Advanced Micro Devices (AMD) | 0.7 | $12M | +5% | 19k | 611.76 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $12M | 399k | 29.31 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $11M | +15% | 15k | 700.86 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $9.6M | +3% | 8.3k | 1157.04 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $9.4M | +2% | 29k | 330.83 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $8.4M | 17k | 497.96 |
|
|
| Tesla Motors (TSLA) | 0.5 | $7.7M | 22k | 354.81 |
|
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.4 | $7.0M | -6% | 21k | 337.83 |
|
| Abbvie (ABBV) | 0.4 | $6.7M | 26k | 261.59 |
|
|
| Exxonmobil Holdings Corp Com Shs | 0.4 | $6.7M | NEW | 41k | 162.75 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $5.4M | -17% | 60k | 89.63 |
|
| Applied Materials (AMAT) | 0.3 | $5.1M | 10k | 511.38 |
|
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| Palantir Technologies Cl A (PLTR) | 0.3 | $5.1M | +17% | 28k | 187.05 |
|
| Western Digital (WDC) | 0.3 | $5.0M | 11k | 454.45 |
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| Johnson & Johnson (JNJ) | 0.3 | $5.0M | +3% | 19k | 264.74 |
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| Visa Com Cl A (V) | 0.3 | $5.0M | +5% | 14k | 359.33 |
|
| Intel Corporation (INTC) | 0.3 | $4.8M | +3% | 40k | 120.23 |
|
| Ge Vernova (GEV) | 0.3 | $4.8M | 5.1k | 950.54 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.7M | 6.1k | 765.85 |
|
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| Procter & Gamble Company (PG) | 0.3 | $4.4M | -2% | 31k | 145.28 |
|
| Caterpillar (CAT) | 0.3 | $4.4M | +2% | 5.4k | 810.83 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.2M | -9% | 41k | 103.92 |
|
| Cisco Systems (CSCO) | 0.3 | $4.2M | 39k | 107.63 |
|
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| Sandisk Corp (SNDK) | 0.2 | $4.0M | -2% | 2.3k | 1739.89 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $3.9M | -4% | 118k | 33.31 |
|
| Ge Aerospace Com New (GE) | 0.2 | $3.9M | -2% | 13k | 312.30 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.9M | -9% | 4.2k | 910.25 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $3.8M | 12k | 328.51 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $3.6M | +324% | 14k | 264.75 |
|
| Coca-Cola Company (KO) | 0.2 | $3.6M | +9% | 41k | 86.08 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.5M | +6% | 6.4k | 551.47 |
|
| Palo Alto Networks (PANW) | 0.2 | $3.5M | +2% | 8.7k | 397.31 |
|
| Quanta Services (PWR) | 0.2 | $3.3M | 5.2k | 642.51 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $3.3M | 98k | 34.02 |
|
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| Goldman Sachs (GS) | 0.2 | $3.3M | +2% | 3.7k | 900.44 |
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| Philip Morris International (PM) | 0.2 | $3.0M | 16k | 190.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.0M | 92k | 32.53 |
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| Sellas Life Sciences Group I Com New (SLS) | 0.2 | $3.0M | -16% | 240k | 12.31 |
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| Merck & Co (MRK) | 0.2 | $2.9M | +3% | 20k | 145.31 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.9M | -5% | 35k | 84.96 |
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| Marvell Technology (MRVL) | 0.2 | $2.7M | 10k | 264.21 |
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| Chevron Corporation (CVX) | 0.2 | $2.6M | +6% | 13k | 204.21 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.5M | +2% | 14k | 185.65 |
|
| UnitedHealth (UNH) | 0.2 | $2.5M | +2% | 6.9k | 367.08 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $2.5M | +5% | 11k | 230.24 |
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| Bank of America Corporation (BAC) | 0.2 | $2.4M | 45k | 54.43 |
|
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| Cloudflare Cl A Com (NET) | 0.1 | $2.4M | +2% | 7.0k | 347.28 |
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| Analog Devices (ADI) | 0.1 | $2.4M | +4% | 6.1k | 396.71 |
|
| Netflix (NFLX) | 0.1 | $2.4M | -5% | 35k | 69.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.4M | +15% | 3.2k | 739.83 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.3M | 5.8k | 395.42 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.2M | 32k | 70.61 |
|
|
| Amgen (AMGN) | 0.1 | $2.2M | +4% | 5.3k | 421.51 |
|
| Morgan Stanley Com New (MS) | 0.1 | $2.2M | 12k | 188.08 |
|
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| Arista Networks Com Shs (ANET) | 0.1 | $2.2M | +3% | 11k | 203.59 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.2M | 72k | 30.00 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.1M | -3% | 21k | 96.88 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $2.1M | 63k | 32.63 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $2.1M | 8.5k | 241.32 |
|
|
| Univest Corp. of PA (UVSP) | 0.1 | $2.0M | +3% | 50k | 40.98 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $2.0M | +2% | 2.6k | 762.65 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.9M | +3% | 24k | 80.05 |
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| CSX Corporation (CSX) | 0.1 | $1.9M | +2% | 41k | 46.51 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.9M | -6% | 5.7k | 330.19 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.9M | -5% | 25k | 76.40 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.8M | -9% | 14k | 137.30 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $1.8M | 3.7k | 487.38 |
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| Dell Technologies CL C (DELL) | 0.1 | $1.8M | +4% | 3.3k | 537.87 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.8M | -4% | 6.6k | 265.86 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $1.7M | +122% | 69k | 25.39 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.1 | $1.7M | +3% | 22k | 78.42 |
|
| Itt (ITT) | 0.1 | $1.7M | 8.6k | 201.82 |
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| McKesson Corporation (MCK) | 0.1 | $1.7M | +2% | 2.0k | 853.81 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | +3% | 6.1k | 280.09 |
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| Newmont Mining Corporation (NEM) | 0.1 | $1.7M | +9% | 15k | 115.34 |
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| Deere & Company (DE) | 0.1 | $1.7M | +3% | 2.5k | 671.55 |
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| TJX Companies (TJX) | 0.1 | $1.6M | -15% | 12k | 132.31 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.6M | 5.1k | 318.12 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $1.6M | 52k | 30.95 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $1.6M | 5.6k | 284.49 |
|
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| Devon Energy Corporation (DVN) | 0.1 | $1.6M | +5% | 35k | 46.04 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | +22% | 2.3k | 675.05 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.6M | -11% | 23k | 70.15 |
|
| International Business Machines (IBM) | 0.1 | $1.6M | -6% | 7.1k | 219.92 |
|
| Gilead Sciences (GILD) | 0.1 | $1.6M | +8% | 10k | 149.05 |
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| Citizens Financial (CFG) | 0.1 | $1.6M | +4% | 24k | 63.76 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.5M | 33k | 47.36 |
|
|
| Smucker J M Com New (SJM) | 0.1 | $1.5M | +33% | 13k | 118.91 |
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| At&t (T) | 0.1 | $1.5M | 62k | 24.40 |
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| American Express Company (AXP) | 0.1 | $1.5M | -5% | 4.9k | 304.10 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.5M | 3.3k | 451.98 |
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|
| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.1 | $1.5M | +276% | 37k | 40.12 |
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| Booking Holdings (BKNG) | 0.1 | $1.5M | +3% | 9.0k | 162.91 |
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| Keysight Technologies (KEYS) | 0.1 | $1.4M | +6% | 4.0k | 364.04 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $1.4M | 39k | 36.66 |
|
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| Williams Companies (WMB) | 0.1 | $1.4M | 21k | 67.97 |
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| Abbott Laboratories (ABT) | 0.1 | $1.4M | +13% | 15k | 98.83 |
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| Phillips 66 (PSX) | 0.1 | $1.4M | +3% | 5.6k | 255.33 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.4M | +4% | 15k | 97.74 |
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| Ishares Tr Residential Mult (REZ) | 0.1 | $1.4M | NEW | 16k | 88.34 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.4M | +3% | 2.6k | 522.81 |
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| Servicenow (NOW) | 0.1 | $1.4M | +7% | 10k | 134.01 |
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| Lifestance Health Group (LFST) | 0.1 | $1.4M | 113k | 12.03 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.4M | -4% | 12k | 114.01 |
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| Blackrock (BLK) | 0.1 | $1.3M | +3% | 1.3k | 1058.29 |
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| Nvent Elec SHS (NVT) | 0.1 | $1.3M | +2% | 8.4k | 160.37 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | +2% | 22k | 62.40 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | -7% | 3.3k | 406.63 |
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| Rush Enterprises CL B (RUSHB) | 0.1 | $1.3M | +52% | 25k | 53.91 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $1.3M | NEW | 14k | 94.12 |
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| Pepsi (PEP) | 0.1 | $1.3M | -17% | 10k | 126.73 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.3M | +6% | 3.4k | 387.61 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.3M | +8% | 1.3k | 955.42 |
|
| First Busey Corp Com New (BUSE) | 0.1 | $1.3M | +5% | 44k | 29.13 |
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| Ross Stores (ROST) | 0.1 | $1.3M | 5.5k | 233.40 |
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| salesforce (CRM) | 0.1 | $1.3M | +26% | 5.6k | 229.57 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $1.3M | +4% | 4.8k | 264.58 |
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| Delta Air Lines Com New (DAL) | 0.1 | $1.3M | +3% | 15k | 83.46 |
|
| Home Depot (HD) | 0.1 | $1.2M | -24% | 4.4k | 284.48 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.2M | +7% | 4.6k | 272.13 |
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| Fortinet (FTNT) | 0.1 | $1.2M | +3% | 6.9k | 178.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 5.2k | 233.31 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.2M | -3% | 15k | 81.16 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -6% | 5.2k | 230.93 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.2M | +10% | 6.2k | 194.93 |
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| Simon Property (SPG) | 0.1 | $1.2M | 6.0k | 200.76 |
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| AmerisourceBergen (COR) | 0.1 | $1.2M | 4.0k | 300.25 |
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| CNO Financial (CNO) | 0.1 | $1.2M | +3% | 23k | 52.91 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.1 | $1.2M | +15% | 14k | 83.03 |
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| Ea Series Trust Strive 1000 Grwt (STXG) | 0.1 | $1.2M | -15% | 21k | 56.57 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | +2% | 2.3k | 509.25 |
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| Howmet Aerospace (HWM) | 0.1 | $1.2M | -3% | 5.2k | 226.18 |
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| ConocoPhillips (COP) | 0.1 | $1.2M | +3% | 9.3k | 125.14 |
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| Nextera Energy (NEE) | 0.1 | $1.2M | -9% | 15k | 75.74 |
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| NiSource (NI) | 0.1 | $1.1M | -6% | 29k | 39.00 |
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| Cintas Corporation (CTAS) | 0.1 | $1.1M | +3% | 5.8k | 195.06 |
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| Hanover Insurance (THG) | 0.1 | $1.1M | +2% | 5.2k | 214.12 |
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| Linde SHS (LIN) | 0.1 | $1.1M | -5% | 2.4k | 474.65 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | 8.9k | 125.67 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | +5% | 6.1k | 184.04 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.1M | 7.3k | 148.30 |
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| Capital One Financial (COF) | 0.1 | $1.1M | +3% | 5.6k | 193.05 |
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| Ametek (AME) | 0.1 | $1.1M | +4% | 4.4k | 247.73 |
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| Dollar General (DG) | 0.1 | $1.1M | +2% | 9.0k | 119.58 |
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| Hubbell (HUBB) | 0.1 | $1.1M | 2.3k | 453.60 |
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| Doordash Cl A (DASH) | 0.1 | $1.1M | +9% | 5.8k | 183.55 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $1.1M | 3.1k | 335.47 |
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| Ea Series Trust Stri 1000 Va Etf (STXV) | 0.1 | $1.0M | -15% | 28k | 37.59 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.0M | 19k | 53.75 |
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| General Motors Company (GM) | 0.1 | $1.0M | +3% | 13k | 77.00 |
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| Norfolk Southern (NSC) | 0.1 | $1.0M | +2% | 3.2k | 309.00 |
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| Verizon Communications (VZ) | 0.1 | $999k | +12% | 22k | 45.87 |
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| Progressive Corporation (PGR) | 0.1 | $995k | 4.8k | 207.31 |
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| Cheniere Energy Com New (LNG) | 0.1 | $989k | +10% | 3.7k | 269.03 |
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| Chubb (CB) | 0.1 | $985k | 3.0k | 325.25 |
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| SLB Com Stk (SLB) | 0.1 | $982k | +5% | 20k | 48.72 |
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| IDEXX Laboratories (IDXX) | 0.1 | $974k | -3% | 1.9k | 522.19 |
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| Prologis (PLD) | 0.1 | $965k | +2% | 7.4k | 129.84 |
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| American Intl Group Com New (AIG) | 0.1 | $963k | 13k | 74.42 |
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| Oge Energy Corp (OGE) | 0.1 | $957k | +9% | 21k | 45.42 |
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| Boeing Company (BA) | 0.1 | $950k | -18% | 5.1k | 186.05 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $945k | 6.4k | 148.65 |
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| Uber Technologies (UBER) | 0.1 | $936k | -4% | 14k | 68.51 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $929k | 6.5k | 142.26 |
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| CBOE Holdings (CBOE) | 0.1 | $928k | 3.4k | 275.29 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $923k | -13% | 5.9k | 155.24 |
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| Walt Disney Company (DIS) | 0.1 | $920k | -7% | 8.8k | 104.90 |
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| Cigna Corp (CI) | 0.1 | $916k | -7% | 3.4k | 271.84 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.1 | $914k | +7% | 27k | 33.35 |
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| S&p Global (SPGI) | 0.1 | $912k | +18% | 2.3k | 394.47 |
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| Stag Industrial (STAG) | 0.1 | $911k | 25k | 35.81 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $910k | 60k | 15.26 |
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| Amphenol Corp Cl A (APH) | 0.1 | $902k | +119% | 11k | 84.30 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $893k | 25k | 36.45 |
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| Old Republic International Corporation (ORI) | 0.1 | $890k | 24k | 37.31 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $885k | 8.7k | 102.16 |
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| Ida (IDA) | 0.1 | $884k | 6.8k | 130.73 |
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| Charles River Laboratories (CRL) | 0.1 | $876k | +3% | 3.0k | 295.01 |
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| Nasdaq Omx (NDAQ) | 0.1 | $860k | +5% | 9.3k | 92.01 |
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| Halliburton Company (HAL) | 0.1 | $854k | 27k | 31.80 |
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| Ea Series Trust Strive 500 Etf (STXF) | 0.1 | $850k | -15% | 17k | 49.31 |
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| Ecolab (ECL) | 0.1 | $848k | +2% | 3.1k | 274.58 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $844k | 8.7k | 97.44 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $837k | -4% | 11k | 77.21 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $829k | +12% | 2.4k | 339.56 |
|
| AutoZone (AZO) | 0.1 | $815k | -8% | 288.00 | 2830.02 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $814k | 7.8k | 104.54 |
|
|
| Royal Gold (RGLD) | 0.0 | $810k | +14% | 3.4k | 236.00 |
|
| 3M Company (MMM) | 0.0 | $807k | +2% | 4.9k | 164.15 |
|
| Strategy Cl A New (MSTR) | 0.0 | $802k | NEW | 5.2k | 153.09 |
|
| Constellation Energy (CEG) | 0.0 | $791k | +13% | 3.1k | 254.02 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $789k | NEW | 40k | 19.77 |
|
| Pulte (PHM) | 0.0 | $781k | +6% | 6.7k | 116.06 |
|
| Synopsys (SNPS) | 0.0 | $769k | -23% | 1.8k | 434.94 |
|
| Kroger (KR) | 0.0 | $762k | +9% | 13k | 58.62 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $756k | +2% | 417.00 | 1811.67 |
|
| Automatic Data Processing (ADP) | 0.0 | $750k | +12% | 2.9k | 258.10 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $748k | -5% | 691.00 | 1082.60 |
|
| Cme (CME) | 0.0 | $747k | 2.9k | 261.98 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $734k | 13k | 57.76 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $728k | +6% | 7.9k | 92.36 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $725k | +23% | 20k | 36.23 |
|
| Corning Incorporated (GLW) | 0.0 | $725k | +8% | 4.7k | 153.76 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $723k | +13% | 4.2k | 172.31 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $718k | 2.6k | 277.91 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $718k | -13% | 2.5k | 290.43 |
|
| United Rentals (URI) | 0.0 | $716k | 715.00 | 1000.78 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $714k | -3% | 3.4k | 207.50 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $711k | +9% | 13k | 55.32 |
|
| Starbucks Corporation (SBUX) | 0.0 | $705k | +4% | 7.5k | 93.96 |
|
| Stryker Corporation (SYK) | 0.0 | $698k | -24% | 2.5k | 275.39 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $695k | 6.0k | 116.17 |
|
|
| Prudential Financial (PRU) | 0.0 | $692k | +13% | 6.1k | 113.59 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $682k | 25k | 27.47 |
|
|
| Equinix (EQIX) | 0.0 | $679k | -9% | 671.00 | 1011.58 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $676k | 3.0k | 228.33 |
|
|
| Pfizer (PFE) | 0.0 | $672k | -14% | 24k | 28.52 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $670k | NEW | 18k | 36.57 |
|
| Littelfuse (LFUS) | 0.0 | $668k | +3% | 1.6k | 423.74 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $664k | 4.5k | 146.48 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $664k | +8% | 9.5k | 70.00 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $652k | +22% | 5.8k | 112.50 |
|
| Home BancShares (HOMB) | 0.0 | $638k | +2% | 23k | 28.18 |
|
| Twilio Cl A (TWLO) | 0.0 | $636k | +14% | 2.2k | 292.46 |
|
| Nucor Corporation (NUE) | 0.0 | $635k | +3% | 2.7k | 233.78 |
|
| Primerica (PRI) | 0.0 | $631k | 2.3k | 272.39 |
|
|
| Anthem (ELV) | 0.0 | $630k | +4% | 1.6k | 388.82 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $628k | 7.3k | 85.69 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $625k | +3% | 1.9k | 323.27 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $616k | -2% | 6.9k | 89.48 |
|
| Enterprise Products Partners (EPD) | 0.0 | $616k | +155% | 17k | 35.61 |
|
| Eaton Corp SHS (ETN) | 0.0 | $603k | +2% | 1.4k | 429.71 |
|
| Emerson Electric (EMR) | 0.0 | $597k | +11% | 3.9k | 155.11 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $597k | 6.6k | 90.77 |
|
|
| Ciena Corp Com New (CIEN) | 0.0 | $596k | 1.7k | 351.82 |
|
|
| American Electric Power Company (AEP) | 0.0 | $592k | -9% | 5.0k | 118.64 |
|
| Realty Income (O) | 0.0 | $592k | +2% | 11k | 54.30 |
|
| FirstEnergy (FE) | 0.0 | $587k | -3% | 14k | 43.33 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $585k | +6% | 3.0k | 195.75 |
|
| Lowe's Companies (LOW) | 0.0 | $584k | -23% | 3.2k | 184.29 |
|
| Vistra Energy (VST) | 0.0 | $582k | 4.2k | 138.35 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $575k | +12% | 13k | 43.65 |
|
| German American Ban (GABC) | 0.0 | $575k | 12k | 48.36 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $573k | 5.4k | 106.71 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $561k | -2% | 7.2k | 77.96 |
|
| Edwards Lifesciences (EW) | 0.0 | $560k | 6.5k | 86.32 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $555k | +2% | 2.0k | 273.85 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 0.0 | $551k | 6.2k | 88.51 |
|
|
| Altria (MO) | 0.0 | $547k | +5% | 8.1k | 67.34 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $543k | +2% | 1.2k | 456.19 |
|
| Comfort Systems USA (FIX) | 0.0 | $540k | +6% | 326.00 | 1655.18 |
|
| Steel Dynamics (STLD) | 0.0 | $538k | +9% | 2.4k | 221.61 |
|
| M&T Bank Corporation (MTB) | 0.0 | $538k | +5% | 2.5k | 217.60 |
|
| American Water Works (AWK) | 0.0 | $536k | +20% | 4.1k | 129.47 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $532k | -18% | 2.2k | 246.74 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $530k | +26% | 8.8k | 60.00 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $527k | NEW | 3.5k | 150.86 |
|
| Duolingo Cl A Com (DUOL) | 0.0 | $519k | +33% | 3.6k | 142.40 |
|
| East West Ban (EWBC) | 0.0 | $515k | +12% | 4.2k | 123.93 |
|
| Cardinal Health (CAH) | 0.0 | $511k | 2.3k | 222.50 |
|
|
| American Tower Reit (AMT) | 0.0 | $508k | +10% | 3.1k | 163.69 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $507k | +2% | 4.0k | 125.74 |
|
| Moody's Corporation (MCO) | 0.0 | $506k | -2% | 1.1k | 454.13 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $500k | +11% | 16k | 31.95 |
|
| Mongodb Cl A (MDB) | 0.0 | $495k | +25% | 1.4k | 348.61 |
|
| Medtronic SHS (MDT) | 0.0 | $494k | +9% | 5.7k | 86.29 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $487k | -7% | 9.8k | 49.46 |
|
| Kinder Morgan (KMI) | 0.0 | $486k | -5% | 16k | 30.15 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $483k | -15% | 4.8k | 101.09 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $482k | +17% | 636.00 | 758.30 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $482k | NEW | 11k | 44.37 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $473k | 13k | 37.61 |
|
|
| Repligen Corporation (RGEN) | 0.0 | $472k | +10% | 2.5k | 192.23 |
|
| NVR (NVR) | 0.0 | $468k | 76.00 | 6154.39 |
|
|
| Dominion Resources (D) | 0.0 | $460k | -6% | 7.6k | 60.52 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $460k | 1.3k | 355.67 |
|
|
| Target Corporation (TGT) | 0.0 | $459k | +10% | 2.9k | 156.66 |
|
| Citigroup Com New (C) | 0.0 | $457k | 3.5k | 129.48 |
|
|
| Block Cl A (XYZ) | 0.0 | $453k | +21% | 6.2k | 73.53 |
|
| Match Group (MTCH) | 0.0 | $449k | +16% | 11k | 40.15 |
|
| Fifth Third Ban (FITB) | 0.0 | $448k | 8.8k | 50.58 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $441k | +3% | 5.2k | 85.42 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $441k | -9% | 3.2k | 136.04 |
|
| Expedia Group Com New (EXPE) | 0.0 | $440k | +16% | 1.7k | 263.36 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $439k | 3.5k | 125.26 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $433k | 3.0k | 144.63 |
|
|
| Darling International (DAR) | 0.0 | $431k | +4% | 7.1k | 60.71 |
|
| Insmed Com Par $.01 (INSM) | 0.0 | $430k | NEW | 3.8k | 114.14 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $429k | +14% | 3.3k | 128.47 |
|
| Honeywell International (HON) | 0.0 | $429k | NEW | 2.0k | 210.95 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $426k | +24% | 1.8k | 239.94 |
|
| eBay (EBAY) | 0.0 | $422k | +4% | 4.0k | 106.05 |
|
| Danaher Corporation (DHR) | 0.0 | $420k | +3% | 1.9k | 221.55 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $419k | 823.00 | 508.55 |
|
|
| Carnival Corp Common Shares (CCL) | 0.0 | $417k | -16% | 17k | 24.54 |
|
| Biogen Idec (BIIB) | 0.0 | $416k | 1.8k | 225.88 |
|
|
| Autodesk (ADSK) | 0.0 | $414k | +26% | 2.0k | 209.00 |
|
| Carlyle Group (CG) | 0.0 | $413k | -8% | 10k | 39.66 |
|
| ON Semiconductor (ON) | 0.0 | $412k | -4% | 5.4k | 76.87 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $412k | +13% | 3.2k | 129.89 |
|
| Illumina (ILMN) | 0.0 | $404k | NEW | 1.5k | 273.68 |
|
| Albemarle Corporation (ALB) | 0.0 | $399k | -10% | 3.8k | 105.78 |
|
| EOG Resources (EOG) | 0.0 | $394k | +18% | 2.9k | 137.76 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $392k | +30% | 2.1k | 183.37 |
|
| O'reilly Automotive (ORLY) | 0.0 | $390k | -10% | 4.6k | 85.41 |
|
| Nortonlifelock (GEN) | 0.0 | $389k | -6% | 18k | 22.02 |
|
| Natera (NTRA) | 0.0 | $388k | 938.00 | 413.31 |
|
|
| FedEx Corporation (FDX) | 0.0 | $386k | +7% | 1.4k | 285.09 |
|
| Paypal Holdings (PYPL) | 0.0 | $385k | +11% | 7.3k | 52.53 |
|
| CF Industries Holdings (CF) | 0.0 | $384k | 3.3k | 115.20 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $381k | +86% | 28k | 13.83 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $381k | +2% | 2.0k | 186.41 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $379k | 4.8k | 79.38 |
|
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.0 | $379k | -12% | 11k | 35.95 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $379k | -11% | 8.0k | 47.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $377k | -18% | 5.2k | 71.96 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $376k | +2% | 17k | 22.04 |
|
| Fox Corp Cl B Com (FOX) | 0.0 | $373k | NEW | 6.6k | 56.30 |
|
| Air Products & Chemicals (APD) | 0.0 | $373k | +8% | 1.3k | 278.23 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $368k | 12k | 31.47 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $367k | -6% | 4.3k | 85.32 |
|
| Dimensional Etf Trust Us Larg Valu Etf (DFLV) | 0.0 | $364k | +36% | 9.1k | 40.17 |
|
| Illinois Tool Works (ITW) | 0.0 | $362k | 1.4k | 257.28 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $358k | 740.00 | 483.48 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $356k | +6% | 21k | 17.21 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $356k | 3.4k | 104.52 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $354k | +13% | 6.3k | 55.86 |
|
| Lgi Homes (LGIH) | 0.0 | $351k | +9% | 7.5k | 46.64 |
|
| Paychex (PAYX) | 0.0 | $350k | +33% | 3.5k | 98.50 |
|
| Targa Res Corp (TRGP) | 0.0 | $347k | 1.3k | 270.31 |
|
|
| Highwoods Properties (HIW) | 0.0 | $345k | +21% | 12k | 29.02 |
|
| Intuit (INTU) | 0.0 | $343k | +47% | 1.2k | 275.72 |
|
| Akamai Technologies (AKAM) | 0.0 | $341k | -6% | 3.2k | 106.35 |
|
| L3harris Technologies (LHX) | 0.0 | $337k | +41% | 1.4k | 236.78 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $335k | 3.5k | 94.54 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $331k | 1.2k | 264.95 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $327k | +13% | 5.7k | 57.82 |
|
| Travelers Companies (TRV) | 0.0 | $325k | 911.00 | 356.51 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $324k | 5.3k | 61.13 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $324k | 1.4k | 228.26 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $322k | 2.4k | 135.53 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $320k | 1.4k | 231.56 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $319k | 3.8k | 84.08 |
|
|
| IDEX Corporation (IEX) | 0.0 | $317k | +11% | 1.4k | 227.98 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $316k | 1.3k | 235.88 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $314k | +51% | 4.5k | 69.68 |
|
| Hope Ban (HOPE) | 0.0 | $314k | 24k | 13.29 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $313k | NEW | 4.7k | 67.34 |
|
| Ball Corporation (BALL) | 0.0 | $310k | +11% | 5.5k | 56.03 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $310k | 744.00 | 416.08 |
|
|
| CF Bankshares (CFBK) | 0.0 | $308k | 9.1k | 33.91 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $308k | 1.9k | 160.65 |
|
|
| NetApp (NTAP) | 0.0 | $306k | 1.5k | 210.08 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $304k | -11% | 16k | 18.89 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $304k | +21% | 20k | 14.94 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $303k | 5.5k | 55.00 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $302k | +15% | 1.1k | 276.98 |
|
| General Dynamics Corporation (GD) | 0.0 | $300k | 905.00 | 331.83 |
|
|
| Microchip Technology (MCHP) | 0.0 | $300k | +2% | 3.9k | 77.77 |
|
| Metropcs Communications (TMUS) | 0.0 | $300k | +17% | 1.8k | 163.08 |
|
| Caesars Entertainment (CZR) | 0.0 | $300k | +7% | 10k | 29.65 |
|
| AFLAC Incorporated (AFL) | 0.0 | $299k | 2.7k | 111.78 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $298k | 1.9k | 157.85 |
|
|
| Centene Corporation (CNC) | 0.0 | $295k | 4.8k | 62.12 |
|
|
| Kkr & Co (KKR) | 0.0 | $293k | +10% | 3.2k | 91.30 |
|
| W.W. Grainger (GWW) | 0.0 | $293k | 235.00 | 1245.76 |
|
|
| Diodes Incorporated (DIOD) | 0.0 | $291k | 3.0k | 96.79 |
|
|
| Teradyne (TER) | 0.0 | $290k | 724.00 | 401.05 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $289k | NEW | 4.5k | 63.90 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $288k | +2% | 904.00 | 318.23 |
|
| Rli (RLI) | 0.0 | $287k | NEW | 5.2k | 55.31 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $283k | +7% | 1.3k | 220.34 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $282k | 5.0k | 56.32 |
|
|
| Arrow Electronics (ARW) | 0.0 | $280k | NEW | 1.2k | 227.00 |
|
| Nutanix Cl A (NTNX) | 0.0 | $279k | 4.0k | 70.41 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $279k | 1.3k | 208.02 |
|
|
| Clorox Company (CLX) | 0.0 | $279k | +25% | 3.4k | 81.01 |
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $276k | NEW | 731.00 | 377.71 |
|
| Republic Services (RSG) | 0.0 | $274k | 1.3k | 209.87 |
|
|
| Invesco SHS (IVZ) | 0.0 | $274k | NEW | 9.1k | 30.16 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $274k | 2.6k | 103.89 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $273k | -16% | 2.8k | 97.24 |
|
| BorgWarner (BWA) | 0.0 | $271k | 4.5k | 60.11 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $270k | 5.8k | 46.30 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $268k | NEW | 1.2k | 228.11 |
|
| PNC Financial Services (PNC) | 0.0 | $266k | 1.2k | 222.26 |
|
|
| Waste Management (WM) | 0.0 | $265k | +11% | 1.3k | 203.92 |
|
| Intercontinental Exchange (ICE) | 0.0 | $262k | NEW | 1.7k | 152.03 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $259k | 1.7k | 155.24 |
|
|
| Brunswick Corporation (BC) | 0.0 | $258k | -17% | 4.0k | 64.24 |
|
| Honeywell Aerospace (HONA) | 0.0 | $256k | NEW | 1.7k | 154.97 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $255k | 1.3k | 189.27 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $255k | NEW | 842.00 | 302.86 |
|
| Dex (DXCM) | 0.0 | $254k | NEW | 2.9k | 86.29 |
|
| Carvana Cl A (CVNA) | 0.0 | $254k | -17% | 4.1k | 62.54 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $251k | +6% | 5.1k | 49.47 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $249k | 2.2k | 112.11 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $246k | 5.8k | 42.59 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $243k | -4% | 1.6k | 152.28 |
|
| Aon Shs Cl A (AON) | 0.0 | $243k | -24% | 876.00 | 276.77 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $242k | +10% | 2.9k | 83.48 |
|
| Vivmark Residential Sh Ben Int (EQR) | 0.0 | $240k | NEW | 3.9k | 60.76 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $240k | NEW | 2.9k | 82.17 |
|
| Southwest Airlines (LUV) | 0.0 | $239k | +5% | 5.7k | 41.64 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $237k | -4% | 665.00 | 356.90 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $237k | +5% | 2.4k | 99.31 |
|
| Exp World Holdings Inc equities | 0.0 | $235k | +22% | 64k | 3.67 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.0 | $235k | 668.00 | 351.88 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $235k | -4% | 477.00 | 492.49 |
|
| Cummins (CMI) | 0.0 | $235k | 454.00 | 516.57 |
|
|
| Wec Energy Group (WEC) | 0.0 | $234k | +11% | 2.3k | 100.78 |
|
| Becton, Dickinson and (BDX) | 0.0 | $233k | -6% | 1.3k | 179.00 |
|
| Neogen Corporation (NEOG) | 0.0 | $231k | 18k | 12.80 |
|
|
| Rollins (ROL) | 0.0 | $231k | NEW | 7.7k | 30.12 |
|
| Rambus (RMBS) | 0.0 | $230k | -2% | 2.2k | 106.76 |
|
| Mueller Industries (MLI) | 0.0 | $229k | +113% | 3.8k | 60.61 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $226k | 506.00 | 445.97 |
|
|
| Exponent (EXPO) | 0.0 | $225k | NEW | 3.4k | 65.42 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $223k | +13% | 2.4k | 94.00 |
|
| Buckle (BKE) | 0.0 | $223k | -6% | 5.2k | 42.95 |
|
| Onto Innovation (ONTO) | 0.0 | $222k | +6% | 722.00 | 307.82 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $222k | 1.8k | 125.62 |
|
|
| Semtech Corporation (SMTC) | 0.0 | $220k | 1.2k | 178.35 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $220k | -17% | 10k | 21.76 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $220k | -15% | 2.5k | 89.76 |
|
| Dow (DOW) | 0.0 | $220k | NEW | 8.0k | 27.54 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $219k | 1.1k | 193.75 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $217k | -11% | 1.4k | 160.12 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $215k | -10% | 2.3k | 93.44 |
|
| Moderna (MRNA) | 0.0 | $213k | NEW | 1.1k | 192.57 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $212k | 6.1k | 35.00 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $212k | 1.3k | 160.74 |
|
|
| EQT Corporation (EQT) | 0.0 | $210k | +3% | 4.3k | 48.56 |
|
| Century Aluminum Company (CENX) | 0.0 | $210k | 5.8k | 35.98 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $210k | 2.9k | 71.08 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $209k | 155.00 | 1347.22 |
|
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.0 | $209k | 3.4k | 61.18 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $208k | -46% | 3.1k | 66.65 |
|
| Axon Enterprise (AXON) | 0.0 | $207k | +5% | 490.00 | 422.52 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $207k | NEW | 717.00 | 288.23 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $206k | +3% | 3.8k | 54.90 |
|
| Roper Industries (ROP) | 0.0 | $206k | -6% | 588.00 | 349.41 |
|
| Nike CL B (NKE) | 0.0 | $204k | NEW | 5.8k | 35.40 |
|
| Southern Company (SO) | 0.0 | $203k | -38% | 2.5k | 82.89 |
|
| Zions Bancorporation (ZION) | 0.0 | $203k | 3.2k | 62.65 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $203k | NEW | 706.00 | 287.18 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $203k | NEW | 532.00 | 380.84 |
|
| Corpay Com Shs (CPAY) | 0.0 | $202k | NEW | 520.00 | 388.60 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $202k | -29% | 2.5k | 81.59 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $202k | -12% | 2.2k | 93.04 |
|
| Yum! Brands (YUM) | 0.0 | $202k | -18% | 1.5k | 136.35 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $202k | NEW | 4.1k | 48.85 |
|
| M/a (MTSI) | 0.0 | $201k | +4% | 705.00 | 284.82 |
|
| American Airls (AAL) | 0.0 | $190k | NEW | 14k | 13.37 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $189k | +39% | 15k | 12.85 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $163k | +24% | 16k | 10.49 |
|
| Cushman And Wakefield Common Shares (CWK) | 0.0 | $153k | 13k | 11.81 |
|
|
| Marathon Digital Holdings In (MARA) | 0.0 | $152k | NEW | 13k | 11.33 |
|
| PG&E Corporation (PCG) | 0.0 | $126k | -18% | 10k | 12.25 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $117k | -12% | 18k | 6.38 |
|
| Agenus Com New (AGEN) | 0.0 | $100k | NEW | 10k | 9.93 |
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $95k | 142k | 0.67 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $79k | NEW | 10k | 7.69 |
|
| Cytek Biosciences (CTKB) | 0.0 | $77k | 13k | 5.96 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $68k | +4% | 12k | 5.63 |
|
| American Axle & Manufact. Holdings (DCH) | 0.0 | $63k | 12k | 5.22 |
|
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $54k | 13k | 4.31 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $53k | NEW | 10k | 5.28 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $52k | 14k | 3.79 |
|
|
| Sabre (SABR) | 0.0 | $34k | +38% | 16k | 2.12 |
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $33k | 11k | 2.92 |
|
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $32k | NEW | 10k | 3.10 |
|
| Pds Biotechnology Ord (PDSB) | 0.0 | $29k | NEW | 38k | 0.75 |
|
| Eledon Pharmaceuticals (ELDN) | 0.0 | $25k | 10k | 2.53 |
|
Past Filings by Everhart Financial Group
SEC 13F filings are viewable for Everhart Financial Group going back to 2020
- Everhart Financial Group 2026 Q3 filed Oct. 8, 2026
- 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