Everhart Financial Group
Latest statistics and disclosures from Everhart Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, MSFT, NVDA, AAPL, SCHG, and represent 24.33% of Everhart Financial Group's stock portfolio.
- Added to shares of these 10 stocks: MSFT, AAPL, NVDA, WING, WMT, VTV, VUG, AMZN, ABBV, VTI.
- Started 43 new stock positions in DXCM, KR, ACGL, IYW, TQQQ, FIS, ASML, CCI, ROST, TGT.
- Reduced shares in these 10 stocks: IWV, IWB, TTD, ULST, stock, SCHD, IVV, MATW, F, LOW.
- Sold out of its positions in F, IWB, IWV, MATW, WOOF, stock.
- Everhart Financial Group was a net buyer of stock by $35M.
- Everhart Financial Group has $344M in assets under management (AUM), dropping by 21.69%.
- Central Index Key (CIK): 0001852858
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Portfolio Holdings for Everhart Financial Group
Everhart Financial Group holds 277 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.2 | $32M | +2% | 123k | 256.74 |
|
| Microsoft Corporation (MSFT) | 4.2 | $15M | +13% | 35k | 420.72 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $14M | +10% | 15k | 903.56 |
|
| Apple (AAPL) | 3.7 | $13M | +12% | 74k | 171.48 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.2 | $11M | 119k | 92.72 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 3.1 | $11M | +10% | 66k | 162.86 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.9 | $10M | 164k | 61.05 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 2.8 | $9.7M | +10% | 28k | 344.20 |
|
| Amazon (AMZN) | 2.0 | $6.8M | +14% | 38k | 180.38 |
|
| Meta Platforms Cl A (META) | 1.4 | $5.0M | +9% | 10k | 485.56 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $4.7M | +5% | 24k | 191.88 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.3M | +6% | 21k | 200.30 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $4.2M | 101k | 41.77 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $4.0M | 50k | 81.43 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.1 | $3.9M | +5% | 17k | 235.80 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $3.9M | -7% | 48k | 80.63 |
|
| Procter & Gamble Company (PG) | 1.1 | $3.7M | +7% | 23k | 162.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.6M | +17% | 24k | 150.93 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $3.6M | 47k | 75.98 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $3.5M | +19% | 8.3k | 420.52 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $3.4M | +8% | 13k | 260.73 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $3.4M | +23% | 22k | 152.26 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $3.3M | +11% | 4.3k | 777.96 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $3.3M | +9% | 21k | 155.91 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $3.2M | 37k | 86.48 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $3.0M | +4% | 51k | 60.30 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $2.9M | +21% | 25k | 116.24 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $2.5M | 50k | 49.24 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $2.3M | -7% | 30k | 76.67 |
|
| Visa Com Cl A (V) | 0.7 | $2.3M | +12% | 8.1k | 279.07 |
|
| Broadcom (AVGO) | 0.7 | $2.2M | +9% | 1.7k | 1325.41 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $2.0M | +16% | 4.2k | 480.74 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $2.0M | +10% | 2.7k | 732.63 |
|
| UnitedHealth (UNH) | 0.6 | $2.0M | +4% | 4.0k | 494.70 |
|
| Abbvie (ABBV) | 0.6 | $1.9M | +61% | 11k | 182.10 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $1.9M | 38k | 50.60 |
|
|
| Advanced Micro Devices (AMD) | 0.5 | $1.9M | +15% | 10k | 180.49 |
|
| Tesla Motors (TSLA) | 0.5 | $1.8M | -2% | 10k | 175.79 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.6M | +15% | 3.3k | 481.57 |
|
| Home Depot (HD) | 0.4 | $1.5M | +5% | 4.0k | 383.55 |
|
| Merck & Co (MRK) | 0.4 | $1.5M | +23% | 12k | 131.95 |
|
| Netflix (NFLX) | 0.4 | $1.5M | +11% | 2.4k | 607.33 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.4M | +237% | 23k | 60.17 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.4M | +28% | 8.9k | 158.19 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.3M | 5.3k | 249.85 |
|
|
| salesforce (CRM) | 0.4 | $1.3M | +14% | 4.4k | 301.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.3M | 26k | 50.17 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.3M | +2% | 2.6k | 504.60 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.3M | +5% | 17k | 74.22 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.3M | -17% | 2.4k | 525.79 |
|
| Intuit (INTU) | 0.4 | $1.3M | +11% | 2.0k | 650.00 |
|
| Synopsys (SNPS) | 0.4 | $1.2M | +26% | 2.1k | 571.50 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.2M | +2% | 11k | 104.73 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.2M | +30% | 9.4k | 125.61 |
|
| Applied Materials (AMAT) | 0.3 | $1.2M | +23% | 5.6k | 206.22 |
|
| General Electric Com New (GE) | 0.3 | $1.1M | +43% | 6.5k | 175.53 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $1.1M | +40% | 5.6k | 201.50 |
|
| Pepsi (PEP) | 0.3 | $1.1M | -7% | 6.5k | 175.01 |
|
| Super Micro Computer (SMCI) | 0.3 | $1.1M | -3% | 1.1k | 1010.03 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.1M | +3% | 18k | 62.06 |
|
| CSX Corporation (CSX) | 0.3 | $1.1M | +7% | 30k | 37.07 |
|
| Cadence Design Systems (CDNS) | 0.3 | $1.1M | +7% | 3.5k | 311.28 |
|
| Chevron Corporation (CVX) | 0.3 | $1.1M | +27% | 6.9k | 157.74 |
|
| Goldman Sachs (GS) | 0.3 | $1.1M | +145% | 2.6k | 417.74 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.0M | -10% | 3.7k | 281.92 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.0M | 4.5k | 228.61 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.0M | +10% | 9.6k | 107.60 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.0M | +13% | 3.0k | 346.61 |
|
| Caterpillar (CAT) | 0.3 | $1.0M | +66% | 2.8k | 366.38 |
|
| Wingstop (WING) | 0.3 | $994k | NEW | 2.7k | 366.40 |
|
| Lincoln Electric Holdings (LECO) | 0.3 | $967k | +10% | 3.8k | 255.44 |
|
| Stryker Corporation (SYK) | 0.3 | $958k | +9% | 2.7k | 357.87 |
|
| Abbott Laboratories (ABT) | 0.3 | $956k | +58% | 8.4k | 113.65 |
|
| Bank of America Corporation (BAC) | 0.3 | $943k | +25% | 25k | 37.92 |
|
| Intel Corporation (INTC) | 0.3 | $935k | +14% | 21k | 44.17 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $920k | +18% | 2.3k | 399.09 |
|
| Coca-Cola Company (KO) | 0.3 | $900k | +36% | 14k | 63.03 |
|
| Ea Series Trust Strive 1000 Grwt (STXG) | 0.3 | $886k | 24k | 37.49 |
|
|
| International Business Machines (IBM) | 0.3 | $863k | +7% | 4.5k | 191.03 |
|
| Ea Series Trust Strive 1000 Valu (STXV) | 0.3 | $861k | 30k | 29.01 |
|
|
| Quanta Services (PWR) | 0.2 | $852k | +21% | 3.3k | 259.80 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $840k | -47% | 9.6k | 87.42 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $839k | +36% | 11k | 75.40 |
|
| Itt (ITT) | 0.2 | $835k | +9% | 6.1k | 136.03 |
|
| TJX Companies (TJX) | 0.2 | $833k | +60% | 8.2k | 101.41 |
|
| Cisco Systems (CSCO) | 0.2 | $828k | +16% | 17k | 49.91 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $805k | +6% | 5.8k | 139.01 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $799k | +54% | 12k | 68.49 |
|
| Nvent Electric SHS (NVT) | 0.2 | $791k | +16% | 11k | 75.40 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $787k | -8% | 18k | 43.35 |
|
| Servicenow (NOW) | 0.2 | $785k | +8% | 1.0k | 762.40 |
|
| Lennar Corp Cl A (LEN) | 0.2 | $781k | +22% | 4.5k | 171.98 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.2 | $774k | 15k | 50.67 |
|
|
| Booking Holdings (BKNG) | 0.2 | $747k | +7% | 206.00 | 3627.88 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $746k | -5% | 54k | 13.95 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $746k | +88% | 12k | 64.99 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $739k | +191% | 1.3k | 581.21 |
|
| Copart (CPRT) | 0.2 | $739k | +63% | 13k | 57.92 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $739k | +9% | 6.3k | 116.84 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $735k | +66% | 253.00 | 2906.77 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $733k | +65% | 10k | 72.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $733k | 1.4k | 523.01 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $731k | -2% | 8.8k | 82.97 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $719k | -10% | 29k | 25.25 |
|
| Lam Research Corporation (LRCX) | 0.2 | $714k | +61% | 735.00 | 971.57 |
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.2 | $706k | -46% | 17k | 40.50 |
|
| Walt Disney Company (DIS) | 0.2 | $705k | +14% | 5.8k | 122.36 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $703k | +12% | 2.7k | 263.90 |
|
| Linde SHS (LIN) | 0.2 | $697k | +69% | 1.5k | 464.32 |
|
| Lowe's Companies (LOW) | 0.2 | $695k | -23% | 2.7k | 254.73 |
|
| Palo Alto Networks (PANW) | 0.2 | $691k | +11% | 2.4k | 284.13 |
|
| AutoZone (AZO) | 0.2 | $678k | +4% | 215.00 | 3151.65 |
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.2 | $662k | 20k | 33.66 |
|
|
| At&t (T) | 0.2 | $661k | +8% | 38k | 17.60 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $653k | +122% | 2.0k | 320.59 |
|
| Hubbell (HUBB) | 0.2 | $644k | +8% | 1.6k | 415.05 |
|
| McKesson Corporation (MCK) | 0.2 | $641k | +10% | 1.2k | 536.85 |
|
| Cintas Corporation (CTAS) | 0.2 | $637k | +10% | 927.00 | 687.03 |
|
| S&p Global (SPGI) | 0.2 | $632k | +8% | 1.5k | 425.45 |
|
| Danaher Corporation (DHR) | 0.2 | $612k | +149% | 2.5k | 249.72 |
|
| Uber Technologies (UBER) | 0.2 | $599k | +14% | 7.8k | 76.99 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $593k | +15% | 6.1k | 96.71 |
|
| American Intl Group Com New (AIG) | 0.2 | $593k | +11% | 7.6k | 78.17 |
|
| Wells Fargo & Company (WFC) | 0.2 | $592k | +23% | 10k | 57.96 |
|
| Amgen (AMGN) | 0.2 | $586k | +12% | 2.1k | 284.32 |
|
| Anthem (ELV) | 0.2 | $580k | +18% | 1.1k | 518.54 |
|
| AmerisourceBergen (COR) | 0.2 | $580k | +16% | 2.4k | 242.99 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $577k | +7% | 6.9k | 83.58 |
|
| Trane Technologies SHS (TT) | 0.2 | $572k | +101% | 1.9k | 300.20 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $570k | 22k | 25.69 |
|
|
| Shopify Cl A (SHOP) | 0.2 | $570k | 7.4k | 77.17 |
|
|
| Pfizer (PFE) | 0.2 | $567k | NEW | 20k | 27.75 |
|
| TransDigm Group Incorporated (TDG) | 0.2 | $565k | +6% | 459.00 | 1231.60 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $560k | -2% | 7.4k | 76.00 |
|
| Norfolk Southern (NSC) | 0.2 | $555k | +5% | 2.2k | 254.87 |
|
| Philip Morris International (PM) | 0.2 | $551k | +70% | 6.0k | 91.62 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $546k | +11% | 1.3k | 418.01 |
|
| American Express Company (AXP) | 0.2 | $541k | +24% | 2.4k | 227.69 |
|
| Phillips 66 (PSX) | 0.2 | $534k | +5% | 3.3k | 163.34 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $529k | +7% | 980.00 | 539.93 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $512k | +14% | 1.1k | 454.87 |
|
| Exp World Holdings Inc equities (EXPI) | 0.1 | $509k | 49k | 10.33 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $509k | -6% | 13k | 39.02 |
|
| NiSource (NI) | 0.1 | $506k | +105% | 18k | 27.66 |
|
| Prologis (PLD) | 0.1 | $506k | +14% | 3.9k | 130.21 |
|
| Pulte (PHM) | 0.1 | $504k | +17% | 4.2k | 120.62 |
|
| Stag Industrial (STAG) | 0.1 | $501k | +16% | 13k | 38.44 |
|
| Cigna Corp (CI) | 0.1 | $498k | +89% | 1.4k | 363.19 |
|
| Micron Technology (MU) | 0.1 | $497k | +27% | 4.2k | 117.89 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $496k | +58% | 5.1k | 97.53 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $484k | +15% | 2.3k | 213.31 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $483k | NEW | 5.7k | 84.44 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $477k | +14% | 3.6k | 132.98 |
|
| Campbell Soup Company (CPB) | 0.1 | $470k | +58% | 11k | 44.45 |
|
| ConocoPhillips (COP) | 0.1 | $469k | -7% | 3.7k | 127.28 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $465k | +20% | 8.5k | 54.81 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $464k | -2% | 10k | 44.70 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $461k | +16% | 479.00 | 962.49 |
|
| Primerica (PRI) | 0.1 | $459k | +12% | 1.8k | 252.96 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $458k | +64% | 5.7k | 79.76 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $455k | +17% | 4.9k | 93.44 |
|
| Nextera Energy (NEE) | 0.1 | $453k | +46% | 7.1k | 63.91 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $449k | -3% | 22k | 20.30 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $444k | -3% | 5.1k | 87.23 |
|
| First Busey Corp Com New (BUSE) | 0.1 | $439k | +32% | 18k | 24.05 |
|
| Doordash Cl A (DASH) | 0.1 | $436k | +16% | 3.2k | 137.72 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $435k | +90% | 2.1k | 210.25 |
|
| Boeing Company (BA) | 0.1 | $429k | +6% | 2.2k | 192.99 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $428k | +20% | 8.9k | 47.87 |
|
| Rush Enterprises CL B (RUSHB) | 0.1 | $427k | +18% | 8.0k | 53.29 |
|
| Deere & Company (DE) | 0.1 | $425k | +19% | 1.0k | 410.74 |
|
| Honeywell International (HON) | 0.1 | $419k | +26% | 2.0k | 205.25 |
|
| Qualcomm (QCOM) | 0.1 | $418k | +23% | 2.5k | 169.30 |
|
| Chubb (CB) | 0.1 | $413k | +12% | 1.6k | 259.13 |
|
| BlackRock (BLK) | 0.1 | $411k | +9% | 493.00 | 833.70 |
|
| Automatic Data Processing (ADP) | 0.1 | $408k | +22% | 1.6k | 249.74 |
|
| Univest Corp. of PA (UVSP) | 0.1 | $401k | +70% | 19k | 20.82 |
|
| Fortune Brands (FBIN) | 0.1 | $400k | +15% | 4.7k | 84.67 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $399k | 11k | 35.61 |
|
|
| CoStar (CSGP) | 0.1 | $399k | +13% | 4.1k | 96.60 |
|
| United Rentals (URI) | 0.1 | $398k | +3% | 552.00 | 721.11 |
|
| Western Digital (WDC) | 0.1 | $398k | +33% | 5.8k | 68.24 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $397k | -2% | 7.7k | 51.60 |
|
| CNO Financial (CNO) | 0.1 | $389k | +19% | 14k | 27.48 |
|
| Dupont De Nemours (DD) | 0.1 | $388k | +26% | 5.1k | 76.67 |
|
| Union Pacific Corporation (UNP) | 0.1 | $383k | +14% | 1.6k | 245.93 |
|
| Fiserv (FI) | 0.1 | $379k | +20% | 2.4k | 159.82 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $377k | +30% | 5.2k | 72.34 |
|
| Starbucks Corporation (SBUX) | 0.1 | $374k | -14% | 4.1k | 91.39 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $373k | +6% | 7.1k | 52.26 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $371k | NEW | 4.0k | 92.44 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $368k | +20% | 1.4k | 267.04 |
|
| Simon Property (SPG) | 0.1 | $367k | +29% | 2.3k | 156.49 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $361k | +13% | 1.0k | 347.33 |
|
| Analog Devices (ADI) | 0.1 | $358k | +22% | 1.8k | 197.79 |
|
| Old Republic International Corporation (ORI) | 0.1 | $357k | +8% | 12k | 30.72 |
|
| Hope Ban (HOPE) | 0.1 | $356k | +89% | 31k | 11.51 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $349k | +19% | 15k | 23.01 |
|
| Hanover Insurance (THG) | 0.1 | $340k | +12% | 2.5k | 136.17 |
|
| Oge Energy Corp (OGE) | 0.1 | $335k | -4% | 9.8k | 34.30 |
|
| Progressive Corporation (PGR) | 0.1 | $335k | NEW | 1.6k | 206.82 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $335k | +9% | 754.00 | 444.01 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $329k | 2.5k | 131.24 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $329k | +3% | 591.00 | 555.79 |
|
| Williams Companies (WMB) | 0.1 | $327k | 8.4k | 38.97 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $319k | +11% | 6.8k | 47.02 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $318k | +6% | 1.5k | 208.27 |
|
| Prudential Financial (PRU) | 0.1 | $317k | +24% | 2.7k | 117.40 |
|
| Darling International (DAR) | 0.1 | $310k | 6.7k | 46.51 |
|
|
| Aon Shs Cl A (AON) | 0.1 | $305k | +10% | 915.00 | 333.72 |
|
| Globe Life (GL) | 0.1 | $303k | +14% | 2.6k | 116.37 |
|
| Verizon Communications (VZ) | 0.1 | $303k | +18% | 7.2k | 41.96 |
|
| Halliburton Company (HAL) | 0.1 | $300k | NEW | 7.6k | 39.42 |
|
| Cme (CME) | 0.1 | $296k | +6% | 1.4k | 215.29 |
|
| Dex (DXCM) | 0.1 | $294k | NEW | 2.1k | 138.70 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $293k | +39% | 1.7k | 174.21 |
|
| Centene Corporation (CNC) | 0.1 | $292k | +21% | 3.7k | 78.48 |
|
| Marathon Oil Corporation (MRO) | 0.1 | $291k | NEW | 10k | 28.34 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $287k | -20% | 3.1k | 91.80 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $283k | NEW | 2.9k | 96.83 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $280k | +8% | 1.8k | 153.94 |
|
| SYSCO Corporation (SYY) | 0.1 | $277k | NEW | 3.4k | 81.18 |
|
| Home BancShares (HOMB) | 0.1 | $277k | NEW | 11k | 24.57 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $277k | -19% | 3.3k | 84.09 |
|
| Ross Stores (ROST) | 0.1 | $276k | NEW | 1.9k | 146.76 |
|
| Zoetis Cl A (ZTS) | 0.1 | $270k | +22% | 1.6k | 169.21 |
|
| Kroger (KR) | 0.1 | $270k | NEW | 4.7k | 57.13 |
|
| Lululemon Athletica (LULU) | 0.1 | $268k | +16% | 685.00 | 390.65 |
|
| Mongodb Cl A (MDB) | 0.1 | $264k | 737.00 | 358.64 |
|
|
| Vishay Intertechnology (VSH) | 0.1 | $264k | +10% | 12k | 22.68 |
|
| Ecolab (ECL) | 0.1 | $263k | NEW | 1.1k | 230.90 |
|
| Nucor Corporation (NUE) | 0.1 | $263k | NEW | 1.3k | 197.90 |
|
| Ida (IDA) | 0.1 | $255k | +19% | 2.7k | 92.89 |
|
| Morgan Stanley Com New (MS) | 0.1 | $249k | NEW | 2.6k | 94.16 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $247k | -10% | 4.9k | 50.10 |
|
| Nike CL B (NKE) | 0.1 | $247k | 2.6k | 93.98 |
|
|
| Workday Cl A (WDAY) | 0.1 | $247k | +15% | 904.00 | 272.75 |
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.1 | $246k | 8.2k | 29.98 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $246k | NEW | 3.3k | 74.18 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $246k | 618.00 | 397.76 |
|
|
| Akamai Technologies (AKAM) | 0.1 | $245k | +26% | 2.3k | 108.76 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $238k | 2.6k | 93.19 |
|
|
| Block Cl A (SQ) | 0.1 | $238k | NEW | 2.8k | 84.58 |
|
| American Tower Reit (AMT) | 0.1 | $237k | NEW | 1.2k | 197.59 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $235k | NEW | 4.3k | 54.23 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $235k | NEW | 1.7k | 135.06 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $231k | 3.0k | 76.19 |
|
|
| FirstEnergy (FE) | 0.1 | $231k | NEW | 6.0k | 38.62 |
|
| Target Corporation (TGT) | 0.1 | $230k | NEW | 1.3k | 177.21 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $230k | 1.4k | 161.28 |
|
|
| Autodesk (ADSK) | 0.1 | $228k | NEW | 877.00 | 260.42 |
|
| Air Products & Chemicals (APD) | 0.1 | $227k | -12% | 936.00 | 242.27 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $225k | NEW | 3.6k | 63.10 |
|
| Dollar General (DG) | 0.1 | $225k | NEW | 1.4k | 156.06 |
|
| Valero Energy Corporation (VLO) | 0.1 | $221k | NEW | 1.3k | 170.69 |
|
| CF Industries Holdings (CF) | 0.1 | $219k | NEW | 2.6k | 83.21 |
|
| Carlyle Group (CG) | 0.1 | $216k | NEW | 4.6k | 46.91 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $215k | NEW | 222.00 | 970.47 |
|
| General Motors Company (GM) | 0.1 | $211k | NEW | 4.6k | 45.35 |
|
| Bath & Body Works In (BBWI) | 0.1 | $210k | NEW | 4.2k | 50.02 |
|
| Lennar Corp CL B (LEN.B) | 0.1 | $206k | NEW | 1.3k | 154.18 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $204k | NEW | 753.00 | 270.80 |
|
| Crown Castle Intl (CCI) | 0.1 | $204k | NEW | 1.9k | 105.83 |
|
| Smucker J M Com New (SJM) | 0.1 | $204k | NEW | 1.6k | 125.87 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $203k | NEW | 3.3k | 61.56 |
|
| Discover Financial Services (DFS) | 0.1 | $201k | NEW | 1.5k | 131.09 |
|
| Ball Corporation (BALL) | 0.1 | $201k | NEW | 3.0k | 67.36 |
|
| Brunswick Corporation (BC) | 0.1 | $200k | NEW | 2.1k | 96.52 |
|
| Wendy's/arby's Group (WEN) | 0.1 | $193k | 10k | 18.84 |
|
|
| Lions Gate Entmnt Corp Cl A Vtg (LGF.A) | 0.0 | $157k | +8% | 16k | 9.95 |
|
| Cushman Wakefield SHS (CWK) | 0.0 | $140k | -2% | 13k | 10.46 |
|
| Agilon Health (AGL) | 0.0 | $126k | +2% | 21k | 6.10 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $100k | NEW | 11k | 8.73 |
|
| Viavi Solutions Inc equities (VIAV) | 0.0 | $99k | NEW | 11k | 9.09 |
|
| New York Community Ban (NYCB) | 0.0 | $63k | -53% | 20k | 3.22 |
|
| Lumber Liquidators Holdings (LL) | 0.0 | $22k | 12k | 1.83 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $16k | NEW | 10k | 1.56 |
|
Past Filings by Everhart Financial Group
SEC 13F filings are viewable for Everhart Financial Group going back to 2020
- 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
- Everhart Financial Group 2022 Q1 filed April 18, 2022
- Everhart Financial Group 2021 Q4 filed Jan. 21, 2022
- Everhart Financial Group 2021 Q3 filed Oct. 13, 2021
- Everhart Financial Group 2021 Q2 filed July 16, 2021
- Everhart Financial Group 2021 Q1 filed April 13, 2021
- Everhart Financial Group 2020 Q4 filed March 26, 2021