Everhart Financial Group, Inc. Purchases in Q3 2024

Everhart Financial Group, Inc.

  • $444 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
2.38K
New
$77.3 - $100.22 $184K - $239K
2.38K $238K
WAL
Western Alliance Bancorporation

Financial Services
2.76K
New
$61.15 - $88.41 $169K - $244K
2.76K $238K
CEG
Constellation Energy Corp

Utilities
670
+ 64.36%
$167.08 - $262.86 $112K - $176K
1.71K $444K
UVSP
Univest Financial Corp

Financial Services
4.15K
+ 18.7%
$22.22 - $29.19 $92.1K - $121K
26.3K $740K
MCD
Mcdonalds Corp

Consumer Cyclical
141
+ 3.69%
$245.82 - $304.51 $34.7K - $42.9K
3.97K $1.21M
AON
Aon PLC

Financial Services
667
New
$293.16 - $351.06 $196K - $234K
667 $230K
RLI
Rli Corp

Financial Services
1.49K
New
$137.07 - $154.98 $204K - $230K
1.49K $230K
V
Visa Inc.

Financial Services
432
+ 4.91%
$253.74 - $291.56 $110K - $126K
9.23K $2.54M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.72K
New
$75.32 - $84.37 $205K - $230K
2.72K $227K
CSCO
Cisco Systems, Inc.

Technology
2.26K
+ 12.21%
$44.74 - $53.22 $101K - $120K
20.8K $1.11M
ARES
Ares Management Corp

Financial Services
803
+ 18.52%
$133.73 - $158.05 $107K - $127K
5.14K $801K
KEYS
Keysight Technologies, Inc.

Technology
1.41K
New
$119.86 - $158.87 $169K - $224K
1.41K $223K
PCG
Pg&E Corp

Utilities
11.2K
New
$17.08 - $20.6 $192K - $232K
11.2K $222K
ITT
Itt Inc.

Industrials
500
+ 6.96%
$125.05 - $150.55 $62.5K - $75.3K
7.69K $1.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.38K
+ 18.47%
$71.45 - $75.64 $170K - $180K
15.3K $1.15M
DVN
Devon Energy Corp

Energy
5.61K
New
$37.87 - $48.65 $212K - $273K
5.61K $219K
WY
Weyerhaeuser CO

Real Estate
6.43K
New
$27.05 - $33.84 $174K - $218K
6.43K $217K
APH
Amphenol Corp

Technology
3.34K
New
$58.39 - $70.41 $195K - $235K
3.34K $217K
WELL
Welltower Inc.

Real Estate
702
+ 13.46%
$104.0 - $129.74 $73K - $91.1K
5.92K $757K
ABT
Abbott Laboratories

Healthcare
1.08K
+ 11.98%
$100.07 - $118.13 $108K - $128K
10.1K $1.15M
PRK
Park National Corp

Financial Services
1.27K
New
$140.68 - $188.56 $179K - $239K
1.27K $213K
LTC
Ltc Properties Inc

Real Estate
5.75K
New
$34.07 - $38.15 $196K - $219K
5.75K $211K
BLK
Black Rock Inc.

Financial Services
120
+ 20.0%
$782.27 - $949.51 $93.9K - $114K
720 $683K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.65K
New
$117.9 - $128.2 $194K - $211K
1.65K $211K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.49K
New
$125.95 - $142.04 $187K - $211K
1.49K $210K
DE
Deere & CO

Industrials
367
+ 29.43%
$344.84 - $418.0 $127K - $153K
1.61K $673K
AMGN
Amgen Inc

Healthcare
544
+ 17.87%
$309.38 - $337.38 $168K - $184K
3.59K $1.16M
BSX
Boston Scientific Corp

Healthcare
1.41K
+ 11.06%
$72.96 - $84.0 $103K - $119K
14.2K $1.19M
BUSE
First Busey Corp

Financial Services
6.2K
+ 27.41%
$23.54 - $28.41 $146K - $176K
28.8K $749K
HOMB
Home Bancshares Inc

Financial Services
5.78K
+ 41.71%
$23.43 - $28.83 $135K - $167K
19.6K $532K
SBAC
Sba Communications Corp

Real Estate
831
New
$189.0 - $245.01 $157K - $204K
831 $200K
TDG
Trans Digm Group Inc

Industrials
84
+ 16.18%
$1202.03 - $1427.41 $101K - $120K
603 $860K
EXPI
Exp World Holdings, Inc.

Real Estate
4.26K
+ 8.63%
$10.51 - $14.73 $44.7K - $62.7K
53.5K $753K
PRI
Primerica, Inc.

Financial Services
503
+ 23.86%
$233.01 - $266.6 $117K - $134K
2.61K $692K
PEP
Pepsico Inc

Consumer Defensive
905
+ 11.88%
$161.9 - $179.3 $147K - $162K
8.52K $1.45M
BAC
Bank Of America Corp

Financial Services
4.84K
+ 16.22%
$36.65 - $44.13 $177K - $214K
34.7K $1.38M
CNO
Cno Financial Group, Inc.

Financial Services
2.15K
+ 13.91%
$27.71 - $35.42 $59.7K - $76.3K
17.6K $618K
SHW
Sherwin Williams CO

Basic Materials
202
+ 15.72%
$294.65 - $384.0 $59.5K - $77.6K
1.49K $567K
TJX
Tjx Companies Inc

Consumer Cyclical
967
+ 10.5%
$107.93 - $120.23 $104K - $116K
10.2K $1.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
29
+ 12.66%
$3305.62 - $4268.05 $95.9K - $124K
258 $1.09M
STAG
Stag Industrial, Inc.

Real Estate
3.18K
+ 18.08%
$35.42 - $40.98 $113K - $130K
20.8K $812K
CPB
Campbell Soup CO

Consumer Defensive
2.66K
+ 22.18%
$45.01 - $51.89 $120K - $138K
14.7K $716K
DUK
Duke Energy Corp

Utilities
551
+ 7.61%
$99.35 - $117.71 $54.7K - $64.9K
7.79K $898K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.11K
+ 57.32%
$63.46 - $71.43 $134K - $151K
5.79K $410K
AVB
Avalonbay Communities Inc

Real Estate
632
+ 44.38%
$200.95 - $234.65 $127K - $148K
2.06K $463K
VO
Vanguard Mid Cap ETF

ETFs
205
+ 3.92%
$237.84 - $263.83 $48.8K - $54.1K
5.43K $1.43M
FIS
Fidelity National Information Services, Inc.

Technology
1.44K
+ 26.34%
$72.8 - $85.04 $104K - $122K
6.88K $576K
NSC
Norfolk Southern Corp

Industrials
354
+ 15.49%
$213.75 - $259.69 $75.7K - $91.9K
2.64K $655K
THG
Hanover Insurance Group, Inc.

Financial Services
698
+ 26.08%
$123.93 - $149.6 $86.5K - $104K
3.37K $499K
Activity Summary
Buys All Purchases 253 New Holdings 40 Increased Positions 213 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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