Everhart Financial Group

Everhart Financial Group as of Dec. 31, 2024

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 309 positions in its portfolio as reported in the December 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 $38M 131k 289.81
Apple (AAPL) 5.6 $27M 109k 250.42
NVIDIA Corporation (NVDA) 5.5 $27M 199k 134.29
Microsoft Corporation (MSFT) 4.2 $20M 48k 421.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.7 $13M 468k 27.87
Vanguard Index Fds Value Etf (VTV) 2.5 $12M 71k 169.30
Amazon (AMZN) 2.4 $12M 53k 219.39
Vanguard Index Fds Growth Etf (VUG) 2.2 $11M 26k 410.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $10M 458k 22.70
Meta Platforms Cl A (META) 2.0 $10M 17k 585.51
Tesla Motors (TSLA) 1.3 $6.4M 16k 403.84
Ishares Tr Russell 3000 Etf (IWV) 1.3 $6.3M 19k 334.25
Alphabet Cap Stk Cl A (GOOGL) 1.3 $6.2M 33k 189.30
JPMorgan Chase & Co. (JPM) 1.3 $6.1M 26k 239.71
Broadcom (AVGO) 1.2 $5.9M 26k 231.84
Alphabet Cap Stk Cl C (GOOG) 1.2 $5.7M 30k 190.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $5.1M 26k 198.18
Procter & Gamble Company (PG) 1.1 $5.1M 31k 167.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $4.8M 11k 453.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $4.6M 18k 253.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $4.3M 98k 44.04
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $4.1M 15k 280.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $4.0M 152k 26.07
Eli Lilly & Co. (LLY) 0.8 $3.8M 5.0k 772.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $3.8M 24k 161.77
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $3.5M 128k 27.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $3.5M 129k 27.32
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $3.4M 39k 89.08
Exxon Mobil Corporation (XOM) 0.7 $3.3M 31k 107.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $3.3M 55k 58.93
Costco Wholesale Corporation (COST) 0.7 $3.2M 3.5k 916.27
Visa Com Cl A (V) 0.7 $3.2M 10k 316.03
Abbvie (ABBV) 0.6 $3.1M 17k 177.70
Ishares Tr Core S&p500 Etf (IVV) 0.6 $3.0M 5.2k 588.62
Netflix (NFLX) 0.6 $2.9M 3.3k 891.32
Wal-Mart Stores (WMT) 0.6 $2.9M 32k 90.35
Mastercard Incorporated Cl A (MA) 0.5 $2.4M 4.7k 526.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $2.3M 29k 77.27
Ishares Tr Rus 1000 Etf (IWB) 0.5 $2.2M 6.8k 322.16
UnitedHealth (UNH) 0.4 $2.2M 4.3k 505.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.2M 4.0k 538.87
Oracle Corporation (ORCL) 0.4 $2.1M 13k 166.64
Home Depot (HD) 0.4 $2.1M 5.4k 388.98
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $2.0M 79k 25.86
Servicenow (NOW) 0.4 $2.0M 1.9k 1060.12
salesforce (CRM) 0.4 $1.9M 5.8k 334.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.9M 26k 71.91
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $1.8M 25k 74.73
Palantir Technologies Cl A (PLTR) 0.4 $1.8M 24k 75.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.7M 34k 50.13
Intuitive Surgical Com New (ISRG) 0.3 $1.7M 3.2k 521.96
Royal Caribbean Cruises (RCL) 0.3 $1.7M 7.2k 230.69
Bank of America Corporation (BAC) 0.3 $1.6M 37k 43.95
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.6M 23k 70.28
Booking Holdings (BKNG) 0.3 $1.6M 318.00 4968.55
Ge Aerospace Com New (GE) 0.3 $1.6M 9.4k 166.79
Intuit (INTU) 0.3 $1.5M 2.4k 628.50
Spotify Technology S A SHS (SPOT) 0.3 $1.5M 3.3k 447.38
Caterpillar (CAT) 0.3 $1.5M 4.0k 362.73
Ishares Tr National Mun Etf (MUB) 0.3 $1.4M 14k 106.55
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.4M 5.3k 264.11
Philip Morris International (PM) 0.3 $1.4M 12k 120.35
Ea Series Trust Strive 1000 Grwt (STXG) 0.3 $1.4M 32k 43.42
Cisco Systems (CSCO) 0.3 $1.4M 23k 59.20
Boston Scientific Corporation (BSX) 0.3 $1.3M 15k 89.32
Quanta Services (PWR) 0.3 $1.3M 4.3k 316.05
International Business Machines (IBM) 0.3 $1.3M 6.1k 219.83
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.3M 3.8k 351.79
Goldman Sachs (GS) 0.3 $1.3M 2.3k 572.70
Wells Fargo & Company (WFC) 0.3 $1.3M 19k 70.24
American Express Company (AXP) 0.3 $1.3M 4.4k 296.79
Advanced Micro Devices (AMD) 0.3 $1.3M 11k 120.79
Chevron Corporation (CVX) 0.3 $1.3M 8.9k 144.84
McDonald's Corporation (MCD) 0.3 $1.3M 4.4k 289.87
Ea Series Trust Strive 1000 Valu (STXV) 0.3 $1.3M 43k 29.51
TJX Companies (TJX) 0.3 $1.3M 11k 120.81
Palo Alto Networks (PANW) 0.3 $1.3M 7.0k 181.96
Coca-Cola Company (KO) 0.3 $1.2M 20k 62.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.2M 53k 23.18
Ge Vernova (GEV) 0.3 $1.2M 3.7k 328.93
Adobe Systems Incorporated (ADBE) 0.3 $1.2M 2.7k 444.68
The Trade Desk Com Cl A (TTD) 0.2 $1.2M 10k 117.53
Itt (ITT) 0.2 $1.2M 8.3k 142.88
Cadence Design Systems (CDNS) 0.2 $1.2M 3.9k 300.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.2M 25k 47.82
Stryker Corporation (SYK) 0.2 $1.2M 3.2k 360.05
Abbott Laboratories (ABT) 0.2 $1.2M 10k 113.11
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M 4.8k 240.27
At&t (T) 0.2 $1.1M 50k 22.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.1M 1.9k 586.17
NiSource (NI) 0.2 $1.1M 29k 36.76
Merck & Co (MRK) 0.2 $1.1M 11k 99.48
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.1M 10k 105.48
S&p Global (SPGI) 0.2 $1.0M 2.1k 498.03
Vanguard World Inf Tech Etf (VGT) 0.2 $1.0M 1.7k 621.93
Raytheon Technologies Corp (RTX) 0.2 $1.0M 8.9k 115.72
CSX Corporation (CSX) 0.2 $1.0M 32k 32.27
Ea Series Trust Strive 500 Etf (STRV) 0.2 $1.0M 27k 37.80
Pepsi (PEP) 0.2 $998k 6.6k 152.07
Synopsys (SNPS) 0.2 $996k 2.1k 485.36
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $967k 5.5k 177.03
Applied Materials (AMAT) 0.2 $966k 5.9k 162.63
Trane Technologies SHS (TT) 0.2 $963k 2.6k 369.35
Fiserv (FI) 0.2 $963k 4.7k 205.42
Lowe's Companies (LOW) 0.2 $949k 3.8k 246.80
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $949k 8.3k 114.48
Chipotle Mexican Grill (CMG) 0.2 $935k 16k 60.30
Morgan Stanley Com New (MS) 0.2 $927k 7.4k 125.72
Cintas Corporation (CTAS) 0.2 $927k 5.1k 182.70
Huntington Bancshares Incorporated (HBAN) 0.2 $906k 56k 16.27
Nextera Energy (NEE) 0.2 $899k 13k 71.69
Automatic Data Processing (ADP) 0.2 $889k 3.0k 292.78
Walt Disney Company (DIS) 0.2 $885k 8.0k 111.35
Johnson & Johnson (JNJ) 0.2 $877k 6.1k 144.61
AutoZone (AZO) 0.2 $874k 273.00 3202.00
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.2 $865k 31k 28.31
Copart (CPRT) 0.2 $861k 15k 57.39
Rush Enterprises CL B (RUSHB) 0.2 $857k 16k 54.44
Honeywell International (HON) 0.2 $856k 3.8k 225.87
Progressive Corporation (PGR) 0.2 $850k 3.5k 239.61
Nvent Electric SHS (NVT) 0.2 $849k 13k 68.16
Crowdstrike Hldgs Cl A (CRWD) 0.2 $846k 2.5k 342.16
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $832k 9.4k 88.79
Univest Corp. of PA (UVSP) 0.2 $816k 28k 29.51
Deere & Company (DE) 0.2 $808k 1.9k 423.70
Duke Energy Corp Com New (DUK) 0.2 $806k 7.5k 107.74
McKesson Corporation (MCK) 0.2 $796k 1.4k 569.91
Hilton Worldwide Holdings (HLT) 0.2 $795k 3.2k 247.16
Williams Companies (WMB) 0.2 $790k 15k 54.12
Shopify Cl A (SHOP) 0.2 $789k 7.4k 106.33
Hubbell (HUBB) 0.2 $786k 1.9k 418.89
Lincoln Electric Holdings (LECO) 0.2 $786k 4.2k 187.47
Ishares Core Msci Emkt (IEMG) 0.2 $785k 15k 52.22
Linde SHS (LIN) 0.2 $776k 1.9k 418.67
Doordash Cl A (DASH) 0.2 $766k 4.6k 167.75
Welltower Inc Com reit (WELL) 0.2 $765k 6.1k 126.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $763k 1.5k 511.31
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $760k 8.7k 87.25
Verizon Communications (VZ) 0.2 $754k 19k 39.99
Primerica (PRI) 0.1 $726k 2.7k 271.42
Applovin Corp Com Cl A (APP) 0.1 $723k 2.2k 323.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $709k 27k 26.63
Texas Instruments Incorporated (TXN) 0.1 $700k 3.7k 187.51
Lennar Corp Cl A (LEN) 0.1 $700k 5.1k 136.37
AmerisourceBergen (COR) 0.1 $691k 3.1k 224.68
Comcast Corp Cl A (CMCSA) 0.1 $684k 18k 37.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $680k 6.7k 101.53
First Busey Corp Com New (BUSE) 0.1 $680k 29k 23.57
Analog Devices (ADI) 0.1 $676k 3.2k 212.46
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $667k 1.7k 402.70
CNO Financial (CNO) 0.1 $665k 18k 37.21
Lockheed Martin Corporation (LMT) 0.1 $656k 1.4k 485.94
TransDigm Group Incorporated (TDG) 0.1 $637k 503.00 1267.28
American Intl Group Com New (AIG) 0.1 $619k 8.5k 72.80
Exp World Holdings Inc equities (EXPI) 0.1 $616k 54k 11.51
Parker-Hannifin Corporation (PH) 0.1 $616k 968.00 636.03
Marathon Petroleum Corp (MPC) 0.1 $614k 4.4k 139.50
Simon Property (SPG) 0.1 $613k 3.6k 172.21
Old Republic International Corporation (ORI) 0.1 $609k 17k 36.19
Wingstop (WING) 0.1 $604k 2.1k 284.20
Norfolk Southern (NSC) 0.1 $603k 2.6k 234.70
Prudential Financial (PRU) 0.1 $603k 5.1k 118.53
Oge Energy Corp (OGE) 0.1 $597k 15k 41.25
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $597k 2.3k 259.79
Delta Air Lines Inc Del Com New (DAL) 0.1 $595k 9.8k 60.50
Pulte (PHM) 0.1 $593k 5.4k 108.90
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $583k 7.3k 80.20
Fidelity National Information Services (FIS) 0.1 $581k 7.2k 80.77
Thermo Fisher Scientific (TMO) 0.1 $574k 1.1k 520.23
Home BancShares (HOMB) 0.1 $568k 20k 28.30
Dupont De Nemours (DD) 0.1 $560k 7.3k 76.25
Ishares Tr Russell 2000 Etf (IWM) 0.1 $558k 2.5k 220.94
Uber Technologies (UBER) 0.1 $553k 9.2k 60.32
Sherwin-Williams Company (SHW) 0.1 $551k 1.6k 339.93
Hanover Insurance (THG) 0.1 $542k 3.5k 154.66
Boeing Company (BA) 0.1 $532k 3.0k 177.00
Cloudflare Cl A Com (NET) 0.1 $531k 4.9k 107.68
Stag Industrial (STAG) 0.1 $526k 16k 33.82
Ida (IDA) 0.1 $521k 4.8k 109.28
Heico Corp Cl A (HEI.A) 0.1 $519k 2.8k 186.08
Western Digital (WDC) 0.1 $518k 8.7k 59.63
Kroger (KR) 0.1 $510k 8.3k 61.15
Us Bancorp Del Com New (USB) 0.1 $510k 11k 47.83
Amgen (AMGN) 0.1 $510k 2.0k 260.64
Hope Ban (HOPE) 0.1 $509k 41k 12.29
Arch Cap Group Ord (ACGL) 0.1 $508k 5.5k 92.35
Danaher Corporation (DHR) 0.1 $506k 2.2k 229.55
Vaxcyte (PCVX) 0.1 $505k 6.2k 81.86
Autodesk (ADSK) 0.1 $503k 1.7k 295.57
Madrigal Pharmaceuticals (MDGL) 0.1 $502k 1.6k 308.57
Prologis (PLD) 0.1 $499k 4.7k 105.70
Zoom Communications Cl A (ZM) 0.1 $498k 6.1k 81.61
ConocoPhillips (COP) 0.1 $494k 5.0k 99.17
Chubb (CB) 0.1 $490k 1.8k 276.30
Discover Financial Services 0.1 $488k 2.8k 173.23
Nasdaq Omx (NDAQ) 0.1 $485k 6.3k 77.31
Ross Stores (ROST) 0.1 $485k 3.2k 151.27
Charles Schwab Corporation (SCHW) 0.1 $484k 6.5k 74.01
Cme (CME) 0.1 $469k 2.0k 232.23
AvalonBay Communities (AVB) 0.1 $453k 2.1k 219.97
United Cmnty Bks Ga Cap Stk (UCB) 0.1 $452k 14k 32.31
Micron Technology (MU) 0.1 $451k 5.4k 84.16
Citizens Financial (CFG) 0.1 $447k 10k 43.76
Lazard Ltd Shs -a - (LAZ) 0.1 $439k 8.5k 51.48
Marvell Technology (MRVL) 0.1 $437k 4.0k 110.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $433k 23k 18.50
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $432k 4.8k 90.34
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $431k 21k 21.06
Bristol Myers Squibb (BMY) 0.1 $428k 7.6k 56.56
Moody's Corporation (MCO) 0.1 $427k 902.00 473.37
Qualcomm (QCOM) 0.1 $427k 2.8k 153.62
Fortinet (FTNT) 0.1 $418k 4.4k 94.48
Clorox Company (CLX) 0.1 $415k 2.6k 162.41
Buckle (BKE) 0.1 $414k 8.1k 50.81
Phillips 66 (PSX) 0.1 $413k 3.6k 113.93
Block Cl A (XYZ) 0.1 $409k 4.8k 84.99
Cheniere Energy Com New (LNG) 0.1 $405k 1.9k 214.87
Starbucks Corporation (SBUX) 0.1 $403k 4.4k 91.25
Constellation Energy (CEG) 0.1 $402k 1.8k 223.71
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $401k 12k 33.21
SYSCO Corporation (SYY) 0.1 $401k 5.2k 76.46
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $398k 16k 25.58
Fortune Brands (FBIN) 0.1 $398k 5.8k 68.33
Paypal Holdings (PYPL) 0.1 $394k 4.6k 85.35
Microstrategy Cl A New (MSTR) 0.1 $392k 1.4k 289.62
Ecolab (ECL) 0.1 $391k 1.7k 234.32
Take-Two Interactive Software (TTWO) 0.1 $379k 2.1k 184.08
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $379k 7.1k 53.05
Nortonlifelock (GEN) 0.1 $378k 14k 27.38
Select Sector Spdr Tr Technology (XLK) 0.1 $378k 1.6k 232.52
Alnylam Pharmaceuticals (ALNY) 0.1 $376k 1.6k 235.31
Cigna Corp (CI) 0.1 $375k 1.4k 276.14
Ea Series Trust Strive Sml Cap (STXK) 0.1 $374k 12k 31.27
Union Pacific Corporation (UNP) 0.1 $374k 1.6k 228.04
General Motors Company (GM) 0.1 $369k 6.9k 53.27
United Rentals (URI) 0.1 $368k 523.00 704.44
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $363k 1.9k 195.83
Casella Waste Sys Cl A (CWST) 0.1 $359k 3.4k 105.81
Highwoods Properties (HIW) 0.1 $358k 12k 30.58
3M Company (MMM) 0.1 $355k 2.8k 129.09
Carlyle Group (CG) 0.1 $352k 7.0k 50.49
Air Products & Chemicals (APD) 0.1 $348k 1.2k 290.04
CoStar (CSGP) 0.1 $346k 4.8k 71.59
Campbell Soup Company (CPB) 0.1 $343k 8.2k 41.88
Workday Cl A (WDAY) 0.1 $338k 1.3k 258.03
Ishares Tr Core Msci Intl (IDEV) 0.1 $334k 5.2k 64.47
Warner Bros Discovery Com Ser A (WBD) 0.1 $332k 31k 10.57
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $325k 13k 24.92
Dollar General (DG) 0.1 $324k 4.3k 75.82
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $318k 6.1k 51.91
FirstEnergy (FE) 0.1 $315k 7.9k 39.78
American Tower Reit (AMT) 0.1 $315k 1.7k 183.41
IDEXX Laboratories (IDXX) 0.1 $308k 746.00 413.44
Freeport-mcmoran CL B (FCX) 0.1 $305k 8.0k 38.08
Zoetis Cl A (ZTS) 0.1 $304k 1.9k 162.93
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $304k 3.8k 80.93
Pfizer (PFE) 0.1 $297k 11k 26.53
Metropcs Communications (TMUS) 0.1 $295k 1.3k 220.73
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $291k 3.3k 88.40
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $290k 3.7k 78.65
Occidental Petroleum Corporation (OXY) 0.1 $290k 5.9k 49.41
Agilent Technologies Inc C ommon (A) 0.1 $288k 2.1k 134.34
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $280k 3.5k 79.14
Ishares Tr U.s. Tech Etf (IYW) 0.1 $278k 1.7k 159.52
Keysight Technologies (KEYS) 0.1 $276k 1.7k 160.63
Rli (RLI) 0.1 $269k 1.6k 164.83
Blackstone Group Inc Com Cl A (BX) 0.1 $268k 1.6k 172.46
American Water Works (AWK) 0.1 $267k 2.1k 124.49
Aon Shs Cl A (AON) 0.1 $266k 741.00 359.16
Howmet Aerospace (HWM) 0.1 $266k 2.4k 109.37
Royal Gold (RGLD) 0.1 $264k 2.0k 131.85
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $263k 618.00 425.50
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $261k 3.9k 67.03
Vistra Energy (VST) 0.1 $260k 1.9k 137.87
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $256k 2.4k 104.89
Realty Income (O) 0.1 $252k 4.7k 53.41
Smucker J M Com New (SJM) 0.1 $252k 2.3k 110.12
Regeneron Pharmaceuticals (REGN) 0.1 $251k 352.00 712.33
Arista Networks Com Shs (ANET) 0.1 $250k 2.3k 110.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $246k 3.9k 62.31
Schneider National CL B (SNDR) 0.1 $245k 8.3k 29.28
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $241k 2.1k 115.22
Gilead Sciences (GILD) 0.0 $239k 2.6k 92.37
Amphenol Corp Cl A (APH) 0.0 $239k 3.4k 69.45
Newmont Mining Corporation (NEM) 0.0 $236k 6.3k 37.22
Coinbase Global Com Cl A (COIN) 0.0 $234k 944.00 248.30
Kla Corp Com New (KLAC) 0.0 $233k 369.00 630.12
International Flavors & Fragrances (IFF) 0.0 $231k 2.7k 84.55
Western Alliance Bancorporation (WAL) 0.0 $231k 2.8k 83.53
PG&E Corporation (PCG) 0.0 $230k 11k 20.18
Msci (MSCI) 0.0 $226k 377.00 599.87
Littelfuse (LFUS) 0.0 $225k 954.00 235.65
CF Industries Holdings (CF) 0.0 $223k 2.6k 85.32
Darling International (DAR) 0.0 $220k 6.5k 33.69
Cardinal Health (CAH) 0.0 $218k 1.8k 118.27
Park National Corporation (PRK) 0.0 $218k 1.3k 171.43
Hubspot (HUBS) 0.0 $217k 312.00 696.77
Halliburton Company (HAL) 0.0 $216k 7.9k 27.19
Cabot Oil & Gas Corporation (CTRA) 0.0 $212k 8.3k 25.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $209k 1.6k 127.59
Lennar Corp CL B (LEN.B) 0.0 $208k 1.6k 132.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $205k 510.00 401.58
Brunswick Corporation (BC) 0.0 $204k 3.1k 64.68
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $203k 1.5k 132.10
Blackrock (BLK) 0.0 $202k 197.00 1025.11
Cushman Wakefield SHS (CWK) 0.0 $175k 13k 13.08
Farmers Natl Banc Corp (FMNB) 0.0 $164k 12k 14.22
Uniti Group Inc Com reit 0.0 $77k 14k 5.50
Agilon Health (AGL) 0.0 $35k 18k 1.90