Everhart Financial Group »

Pimco Exch Traded Fund shares owned by Everhart Financial Group

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Everhart Financial Group from 13F filings

Historical chart of Everhart Financial Group investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Exch Traded Fund by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.3M 14k 94.12

More positions owned by Everhart Financial Group

Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Vanguard Index Fds MRNGSTR MD CP GR (VOT)
Vanguard Index Fds Mrngstr Md Cp Va (VOE)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Spdr Series Trust St Str Sp600grwo (SLYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Bd Index Fds Intermed Term (BIV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Everhart Financial Group

Top funds holding Pimco Exch Traded Fund

FMR
Advocacy Wealth Management Services
LPL Financial
Wells Fargo & Company
Bank of America Corporation
TD Capital Management
Great Valley Advisor Group
Jpmorgan Chase & Co
Kelly Financial Group
Envestnet Asset Management
O'Connor Financial Group
Beacon Capital Management
Royal Bank of Canada
Wealth Enhancement Advisory Services
Resources Investment Advisors

View all funds holding Pimco Exch Traded Fund