Everhart Financial Group

Everhart Financial Group as of Sept. 30, 2024

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 316 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 7.8 $35M 126k 279.78
NVIDIA Corporation (NVDA) 4.9 $22M 183k 121.44
Apple (AAPL) 4.7 $21M 95k 226.12
Microsoft Corporation (MSFT) 4.1 $18M 43k 430.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $13M 120k 104.18
Vanguard Index Fds Value Etf (VTV) 2.4 $11M 63k 174.57
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.4 $11M 162k 66.52
Vanguard Index Fds Growth Etf (VUG) 2.0 $9.0M 23k 383.93
Amazon (AMZN) 1.9 $8.7M 47k 185.93
Meta Platforms Cl A (META) 1.6 $7.4M 13k 572.46
Procter & Gamble Company (PG) 1.2 $5.6M 32k 173.20
JPMorgan Chase & Co. (JPM) 1.2 $5.2M 25k 210.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $5.1M 26k 200.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $5.0M 105k 47.64
Alphabet Cap Stk Cl A (GOOGL) 1.1 $4.9M 29k 165.85
Eli Lilly & Co. (LLY) 1.1 $4.8M 5.4k 885.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $4.7M 10k 460.26
Alphabet Cap Stk Cl C (GOOG) 1.0 $4.5M 27k 166.56
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $4.2M 17k 243.47
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $4.1M 51k 80.37
Broadcom (AVGO) 0.9 $4.1M 24k 172.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $4.1M 49k 83.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $4.0M 47k 84.64
Exxon Mobil Corporation (XOM) 0.8 $3.8M 32k 117.22
Tesla Motors (TSLA) 0.8 $3.7M 14k 261.63
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $3.6M 14k 267.37
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $3.6M 21k 167.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $3.5M 36k 97.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $3.2M 50k 64.74
Costco Wholesale Corporation (COST) 0.7 $3.0M 3.4k 886.52
Ishares Tr Core S&p500 Etf (IVV) 0.7 $3.0M 5.2k 576.87
UnitedHealth (UNH) 0.6 $2.7M 4.6k 584.68
Abbvie (ABBV) 0.6 $2.6M 13k 197.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $2.6M 50k 51.50
Visa Com Cl A (V) 0.6 $2.5M 9.2k 274.94
Wal-Mart Stores (WMT) 0.5 $2.4M 30k 80.75
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $2.4M 30k 78.69
Netflix (NFLX) 0.5 $2.2M 3.1k 709.27
Mastercard Incorporated Cl A (MA) 0.5 $2.2M 4.4k 493.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.1M 4.0k 527.61
Oracle Corporation (ORCL) 0.5 $2.1M 12k 170.40
Home Depot (HD) 0.5 $2.0M 5.0k 405.18
Ishares Tr Russell 3000 Etf (IWV) 0.4 $2.0M 6.1k 326.73
Advanced Micro Devices (AMD) 0.4 $1.9M 12k 164.08
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.9M 36k 51.12
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.7M 22k 78.05
Ge Aerospace Com New (GE) 0.4 $1.6M 8.6k 186.39
Servicenow (NOW) 0.4 $1.6M 1.8k 894.39
Johnson & Johnson (JNJ) 0.3 $1.6M 9.8k 160.41
Intuit (INTU) 0.3 $1.5M 2.5k 621.00
Caterpillar (CAT) 0.3 $1.5M 3.9k 391.08
Intuitive Surgical Com New (ISRG) 0.3 $1.5M 3.0k 491.27
Coca-Cola Company (KO) 0.3 $1.5M 21k 71.86
Adobe Systems Incorporated (ADBE) 0.3 $1.5M 2.9k 517.78
Ishares Tr National Mun Etf (MUB) 0.3 $1.5M 14k 108.63
Pepsi (PEP) 0.3 $1.4M 8.5k 170.06
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.4M 5.4k 263.84
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.4M 18k 78.37
salesforce (CRM) 0.3 $1.4M 5.1k 273.72
Bank of America Corporation (BAC) 0.3 $1.4M 35k 39.57
Merck & Co (MRK) 0.3 $1.4M 12k 113.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.3M 26k 52.81
Ea Series Trust Strive 1000 Grwt (STXG) 0.3 $1.3M 32k 41.57
Applied Materials (AMAT) 0.3 $1.3M 6.5k 202.05
Ea Series Trust Strive 1000 Valu (STXV) 0.3 $1.3M 43k 30.33
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.3M 3.7k 353.48
Philip Morris International (PM) 0.3 $1.3M 11k 121.40
Thermo Fisher Scientific (TMO) 0.3 $1.3M 2.1k 618.57
Royal Caribbean Cruises (RCL) 0.3 $1.2M 7.0k 177.36
International Business Machines (IBM) 0.3 $1.2M 5.6k 221.27
Quanta Services (PWR) 0.3 $1.2M 4.1k 298.15
Texas Instruments Incorporated (TXN) 0.3 $1.2M 5.9k 206.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.2M 18k 67.85
TJX Companies (TJX) 0.3 $1.2M 10k 117.54
Boston Scientific Corporation (BSX) 0.3 $1.2M 14k 83.80
McDonald's Corporation (MCD) 0.3 $1.2M 4.0k 296.81
Palo Alto Networks (PANW) 0.3 $1.2M 3.4k 341.80
Spotify Technology S A SHS (SPOT) 0.3 $1.2M 3.2k 368.53
Nextera Energy (NEE) 0.3 $1.2M 14k 84.53
Amgen (AMGN) 0.3 $1.2M 3.6k 322.21
Abbott Laboratories (ABT) 0.3 $1.2M 10k 114.01
CSX Corporation (CSX) 0.3 $1.2M 33k 34.53
Itt (ITT) 0.3 $1.1M 7.7k 149.51
Chevron Corporation (CVX) 0.3 $1.1M 7.8k 147.28
Stryker Corporation (SYK) 0.3 $1.1M 3.2k 361.26
Raytheon Technologies Corp (RTX) 0.3 $1.1M 9.3k 121.16
Lennar Corp Cl A (LEN) 0.3 $1.1M 6.0k 187.48
S&p Global (SPGI) 0.2 $1.1M 2.2k 516.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.1M 15k 72.77
Cisco Systems (CSCO) 0.2 $1.1M 21k 53.22
Booking Holdings (BKNG) 0.2 $1.1M 258.00 4212.12
Wingstop (WING) 0.2 $1.1M 2.6k 416.08
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M 4.5k 237.20
Goldman Sachs (GS) 0.2 $1.1M 2.2k 495.19
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.1M 10k 106.19
Lockheed Martin Corporation (LMT) 0.2 $1.0M 1.8k 584.56
At&t (T) 0.2 $1.0M 47k 22.00
Synopsys (SNPS) 0.2 $1.0M 2.0k 506.39
Cintas Corporation (CTAS) 0.2 $1.0M 4.9k 205.88
Danaher Corporation (DHR) 0.2 $1.0M 3.7k 278.02
Cadence Design Systems (CDNS) 0.2 $1.0M 3.7k 271.03
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $993k 2.1k 465.08
Ea Series Trust Strive 500 Etf (STRV) 0.2 $993k 27k 36.84
Marathon Petroleum Corp (MPC) 0.2 $987k 6.1k 162.91
Lowe's Companies (LOW) 0.2 $979k 3.6k 270.85
Trane Technologies SHS (TT) 0.2 $978k 2.5k 388.73
NiSource (NI) 0.2 $973k 28k 34.65
Linde SHS (LIN) 0.2 $962k 2.0k 476.86
The Trade Desk Com Cl A (TTD) 0.2 $948k 8.6k 109.65
Wells Fargo & Company (WFC) 0.2 $942k 17k 56.49
American Express Company (AXP) 0.2 $929k 3.4k 271.20
Regeneron Pharmaceuticals (REGN) 0.2 $904k 860.00 1051.24
Duke Energy Corp Com New (DUK) 0.2 $898k 7.8k 115.30
Analog Devices (ADI) 0.2 $866k 3.8k 230.17
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $864k 9.5k 91.31
TransDigm Group Incorporated (TDG) 0.2 $861k 603.00 1427.13
Comcast Corp Cl A (CMCSA) 0.2 $860k 21k 41.77
Ge Vernova (GEV) 0.2 $852k 3.3k 254.98
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.2 $845k 15k 55.29
Progressive Corporation (PGR) 0.2 $845k 3.3k 253.76
Ishares Core Msci Emkt (IEMG) 0.2 $845k 15k 57.41
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $839k 6.7k 125.97
Pulte (PHM) 0.2 $833k 5.8k 143.53
AutoZone (AZO) 0.2 $825k 262.00 3150.04
Fiserv (FI) 0.2 $818k 4.6k 179.65
Huntington Bancshares Incorporated (HBAN) 0.2 $813k 55k 14.70
Stag Industrial (STAG) 0.2 $813k 21k 39.09
Pfizer (PFE) 0.2 $809k 28k 28.94
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $801k 5.1k 155.84
Nvent Electric SHS (NVT) 0.2 $791k 11k 70.26
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $789k 27k 29.18
Automatic Data Processing (ADP) 0.2 $786k 2.8k 276.73
Lincoln Electric Holdings (LECO) 0.2 $774k 4.0k 192.02
Vaxcyte (PCVX) 0.2 $768k 6.7k 114.27
Uber Technologies (UBER) 0.2 $767k 10k 74.43
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $758k 8.7k 86.82
Welltower Inc Com reit (WELL) 0.2 $758k 5.9k 128.03
Exp World Holdings Inc equities (EXPI) 0.2 $754k 54k 14.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $751k 1.3k 573.73
First Busey Corp Com New (BUSE) 0.2 $749k 29k 26.02
Hubbell (HUBB) 0.2 $745k 1.7k 428.35
Univest Corp. of PA (UVSP) 0.2 $741k 26k 28.14
Palantir Technologies Cl A (PLTR) 0.2 $736k 20k 37.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $733k 1.5k 488.12
Anthem (ELV) 0.2 $720k 1.4k 520.00
Campbell Soup Company (CPB) 0.2 $717k 15k 48.92
Arch Cap Group Ord (ACGL) 0.2 $711k 6.4k 111.88
Hilton Worldwide Holdings (HLT) 0.2 $710k 3.1k 230.50
Verizon Communications (VZ) 0.2 $703k 16k 44.91
Prologis (PLD) 0.2 $698k 5.5k 126.27
Primerica (PRI) 0.2 $692k 2.6k 265.15
BlackRock 0.2 $684k 720.00 949.51
McKesson Corporation (MCK) 0.2 $680k 1.4k 494.42
Qualcomm (QCOM) 0.2 $679k 4.0k 170.05
AmerisourceBergen (COR) 0.2 $679k 3.0k 225.08
Deere & Company (DE) 0.1 $674k 1.6k 417.33
Norfolk Southern (NSC) 0.1 $656k 2.6k 248.50
Rush Enterprises CL B (RUSHB) 0.1 $652k 14k 47.95
American Intl Group Com New (AIG) 0.1 $651k 8.9k 73.23
Marathon Oil Corporation (MRO) 0.1 $649k 24k 26.63
Williams Companies (WMB) 0.1 $638k 14k 45.65
Cigna Corp (CI) 0.1 $634k 1.8k 346.44
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $633k 6.6k 95.75
Chipotle Mexican Grill (CMG) 0.1 $629k 11k 57.62
CNO Financial (CNO) 0.1 $619k 18k 35.10
Doordash Cl A (DASH) 0.1 $619k 4.3k 142.73
Dupont De Nemours (DD) 0.1 $619k 6.9k 89.11
Walt Disney Company (DIS) 0.1 $616k 6.5k 94.71
Parker-Hannifin Corporation (PH) 0.1 $600k 950.00 631.82
Crowdstrike Hldgs Cl A (CRWD) 0.1 $598k 2.1k 280.47
Prudential Financial (PRU) 0.1 $598k 4.9k 121.10
Shopify Cl A (SHOP) 0.1 $594k 7.4k 80.14
Union Pacific Corporation (UNP) 0.1 $593k 2.4k 246.48
Heico Corp Cl A (HEI.A) 0.1 $578k 2.8k 203.76
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $577k 7.3k 79.46
Fidelity National Information Services (FIS) 0.1 $576k 6.9k 83.75
Copart (CPRT) 0.1 $575k 11k 52.40
Old Republic International Corporation (ORI) 0.1 $574k 16k 35.42
Sherwin-Williams Company (SHW) 0.1 $568k 1.5k 381.67
Simon Property (SPG) 0.1 $563k 3.3k 169.02
Honeywell International (HON) 0.1 $558k 2.7k 206.71
Fortune Brands (FBIN) 0.1 $553k 6.2k 89.53
Oge Energy Corp (OGE) 0.1 $549k 13k 41.02
Morgan Stanley Com New (MS) 0.1 $543k 5.2k 104.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $535k 13k 41.12
Home BancShares (HOMB) 0.1 $532k 20k 27.09
Chubb (CB) 0.1 $526k 1.8k 288.39
Micron Technology (MU) 0.1 $524k 5.0k 103.71
Western Digital (WDC) 0.1 $517k 7.6k 68.29
Hope Ban (HOPE) 0.1 $516k 41k 12.56
Ishares Tr Russell 2000 Etf (IWM) 0.1 $506k 2.4k 210.01
Hanover Insurance (THG) 0.1 $500k 3.4k 148.11
Lam Research Corporation 0.1 $491k 602.00 816.08
Arista Networks 0.1 $491k 1.3k 383.82
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $486k 21k 23.17
IDEXX Laboratories (IDXX) 0.1 $485k 959.00 505.22
Us Bancorp Del Com New (USB) 0.1 $484k 11k 45.73
Ross Stores (ROST) 0.1 $484k 3.2k 150.51
Delta Air Lines Inc Del Com New (DAL) 0.1 $479k 9.4k 50.79
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $470k 5.0k 93.11
Alnylam Pharmaceuticals (ALNY) 0.1 $469k 1.7k 275.03
American Tower Reit (AMT) 0.1 $465k 2.0k 232.56
AvalonBay Communities (AVB) 0.1 $463k 2.1k 225.25
Phillips 66 (PSX) 0.1 $462k 3.5k 131.45
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $451k 12k 37.37
Ida (IDA) 0.1 $451k 4.4k 103.09
Zoetis Cl A (ZTS) 0.1 $448k 2.3k 195.38
Constellation Energy (CEG) 0.1 $445k 1.7k 260.02
Autodesk (ADSK) 0.1 $442k 1.6k 275.48
Nasdaq Omx (NDAQ) 0.1 $441k 6.0k 73.01
Moody's Corporation (MCO) 0.1 $429k 904.00 474.59
Kroger (KR) 0.1 $426k 7.4k 57.30
Ecolab (ECL) 0.1 $426k 1.7k 255.33
Newmont Mining Corporation (NEM) 0.1 $425k 8.0k 53.45
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $425k 16k 26.27
United Rentals (URI) 0.1 $421k 520.00 809.73
Occidental Petroleum Corporation (OXY) 0.1 $421k 8.2k 51.54
SYSCO Corporation (SYY) 0.1 $413k 5.3k 78.06
Ishares Tr Core Msci Intl (IDEV) 0.1 $410k 5.8k 70.83
Cme (CME) 0.1 $403k 1.8k 220.65
Freeport-mcmoran CL B (FCX) 0.1 $393k 7.9k 49.92
Starbucks Corporation (SBUX) 0.1 $393k 4.0k 97.49
Lazard Ltd Shs -a - (LAZ) 0.1 $390k 7.7k 50.38
American Water Works (AWK) 0.1 $388k 2.7k 146.24
FirstEnergy (FE) 0.1 $386k 8.7k 44.35
Cloudflare Cl A Com (NET) 0.1 $382k 4.7k 80.89
Realty Income (O) 0.1 $380k 6.0k 63.42
3M Company (MMM) 0.1 $380k 2.8k 136.70
Ea Series Trust Strive Sml Cap (STXK) 0.1 $377k 12k 31.39
Intel Corporation (INTC) 0.1 $377k 16k 23.46
Highwoods Properties (HIW) 0.1 $371k 11k 33.51
Discover Financial Services 0.1 $370k 2.6k 140.29
Zoom Video Communications In Cl A (ZM) 0.1 $368k 5.3k 69.74
Select Sector Spdr Tr Technology (XLK) 0.1 $368k 1.6k 225.76
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $367k 1.9k 198.06
Casella Waste Sys Cl A (CWST) 0.1 $361k 3.6k 99.49
Charles Schwab Corporation (SCHW) 0.1 $356k 5.5k 64.81
Nortonlifelock (GEN) 0.1 $353k 13k 27.43
Madrigal Pharmaceuticals (MDGL) 0.1 $351k 1.7k 212.22
Vanguard World Inf Tech Etf (VGT) 0.1 $349k 595.00 586.90
Agilent Technologies Inc C ommon (A) 0.1 $342k 2.3k 148.48
Littelfuse (LFUS) 0.1 $332k 1.3k 265.25
Boeing Company (BA) 0.1 $332k 2.2k 152.04
Buckle (BKE) 0.1 $332k 7.5k 43.97
International Flavors & Fragrances (IFF) 0.1 $331k 3.2k 104.93
Clorox Company (CLX) 0.1 $331k 2.0k 162.91
Crown Castle Intl (CCI) 0.1 $328k 2.8k 118.63
Centene Corporation (CNC) 0.1 $328k 4.4k 75.28
CoStar (CSGP) 0.1 $328k 4.3k 75.44
Air Products & Chemicals (APD) 0.1 $325k 1.1k 297.74
Bristol Myers Squibb (BMY) 0.1 $324k 6.3k 51.74
Cheniere Energy Com New (LNG) 0.1 $322k 1.8k 179.84
Fortinet (FTNT) 0.1 $320k 4.1k 77.55
United Cmnty Bks Ga Cap Stk (UCB) 0.1 $319k 11k 29.08
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $319k 6.0k 53.07
Workday Cl A (WDAY) 0.1 $319k 1.3k 244.41
Brunswick Corporation (BC) 0.1 $317k 3.8k 83.82
Target Corporation (TGT) 0.1 $311k 2.0k 155.86
General Motors Company (GM) 0.1 $310k 6.9k 44.84
Paypal Holdings (PYPL) 0.1 $310k 4.0k 78.03
Akamai Technologies (AKAM) 0.1 $304k 3.0k 100.95
Ball Corporation (BALL) 0.1 $298k 4.4k 67.91
Take-Two Interactive Software (TTWO) 0.1 $298k 1.9k 153.71
ConocoPhillips (COP) 0.1 $295k 2.8k 105.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $290k 3.3k 88.14
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $286k 3.8k 75.07
Block Cl A (XYZ) 0.1 $284k 4.2k 67.13
Smucker J M Com New (SJM) 0.1 $282k 2.3k 121.10
AMN Healthcare Services (AMN) 0.1 $279k 6.6k 42.39
Lennar Corp CL B (LEN.B) 0.1 $278k 1.6k 172.94
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $277k 5.2k 52.86
Schlumberger Com Stk (SLB) 0.1 $276k 6.6k 41.95
Metropcs Communications (TMUS) 0.1 $268k 1.3k 206.36
Southern Company (SO) 0.1 $265k 2.9k 90.18
Ishares Tr U.s. Tech Etf (IYW) 0.1 $263k 1.7k 151.62
Nike CL B (NKE) 0.1 $263k 3.0k 88.40
Carlyle Group (CG) 0.1 $262k 6.1k 43.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $262k 618.00 423.12
Kla Corp Com New (KLAC) 0.1 $259k 334.00 774.41
Exponent (EXPO) 0.1 $259k 2.2k 115.28
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $258k 7.1k 36.13
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $256k 3.5k 72.48
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $255k 3.8k 67.27
Applovin Corp Com Cl A (APP) 0.1 $254k 1.9k 130.55
Royal Gold (RGLD) 0.1 $254k 1.8k 140.30
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $252k 3.0k 83.21
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $249k 2.4k 101.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $246k 3.9k 62.32
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $246k 2.1k 116.96
Halliburton Company (HAL) 0.1 $245k 8.4k 29.05
Darling International (DAR) 0.1 $241k 6.5k 37.16
Western Alliance Bancorporation (WAL) 0.1 $239k 2.8k 86.49
Howmet Aerospace (HWM) 0.1 $239k 2.4k 100.25
Becton, Dickinson and (BDX) 0.1 $238k 987.00 241.10
Aon Shs Cl A (AON) 0.1 $231k 667.00 345.99
Rli (RLI) 0.1 $230k 1.5k 154.98
Ishares Tr Msci Eafe Etf (EFA) 0.1 $228k 2.7k 83.63
Keysight Technologies (KEYS) 0.0 $224k 1.4k 158.93
PG&E Corporation (PCG) 0.0 $222k 11k 19.77
Valero Energy Corporation (VLO) 0.0 $222k 1.6k 135.03
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $221k 12k 18.48
Devon Energy Corporation (DVN) 0.0 $219k 5.6k 39.12
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $218k 6.4k 33.86
Amphenol Corp Cl A (APH) 0.0 $217k 3.3k 65.16
CF Industries Holdings (CF) 0.0 $216k 2.5k 85.80
Park National Corporation (PRK) 0.0 $213k 1.3k 167.98
LTC Properties (LTC) 0.0 $211k 5.8k 36.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $211k 1.6k 128.20
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $211k 1.5k 142.04
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.0 $204k 5.0k 40.78
Sba Communications Corp Cl A (SBAC) 0.0 $200k 831.00 240.70
Warner Bros Discovery Com Ser A (WBD) 0.0 $196k 24k 8.25
Cushman Wakefield SHS (CWK) 0.0 $182k 13k 13.63
Uniti Group Inc Com reit 0.0 $79k 14k 5.64
Agilon Health (AGL) 0.0 $72k 18k 3.93
Lyra Therapeutics 0.0 $65k 253k 0.26