Everhart Financial Group, Inc. has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $340 Million distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32.1M, Microsoft Corp with a value of $14.5M, Nvidia Corp with a value of $13.7M, Apple Inc. with a value of $12.6M, and Schwab Strategic Tr Us Large C with a value of $11M.

Examining the 13F form we can see an increase of $60.2M in the current position value, from $279M to 340M.

Below you can find more details about Everhart Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $340 Million
ETFs: $143 Million
Technology: $68 Million
Financial Services: $24.8 Million
Healthcare: $22.1 Million
Consumer Cyclical: $21.8 Million
Communication Services: $17.1 Million
Industrials: $14.2 Million
Consumer Defensive: $11.6 Million
Other: $16.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $340 Million
  • Prior Value $279 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 43 stocks
  • Additional Purchases 184 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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