Everhart Financial Group, Inc. Incresed Positions in Q4 2024

Everhart Financial Group, Inc.

  • $477 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13.9K
+ 14.67%
$221.69 - $259.02 $3.08M - $3.6M
109K $27.2M
NVDA
Nvidia Corp

Technology
15.7K
+ 8.58%
$117.0 - $148.88 $1.84M - $2.34M
199K $26.7M
IWV
Ishares Russell 3000 ETF

ETFs
12.8K
+ 209.27%
$323.08 - $349.08 $4.15M - $4.48M
19K $6.35M
AMZN
Amazon Com Inc

Consumer Cyclical
6.25K
+ 13.35%
$180.88 - $232.93 $1.13M - $1.46M
53.1K $11.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.59K
+ 11.18%
$213.65 - $479.86 $339K - $762K
15.8K $6.38M
META
Meta Platforms, Inc.

Communication Services
4.12K
+ 32.03%
$554.08 - $632.68 $2.29M - $2.61M
17K $10M
VTI
Vanguard Total Stock Market Et

ETFs
4.91K
+ 3.91%
$280.04 - $302.45 $1.37M - $1.48M
131K $37.8M
MSFT
Microsoft Corp

Technology
5.34K
+ 12.47%
$406.35 - $454.46 $2.17M - $2.43M
48.2K $20.3M
AVGO
Broadcom Inc.

Technology
1.65K
+ 6.92%
$159.67 - $250.0 $264K - $413K
25.5K $5.92M
VUG
Vanguard Growth ETF

ETFs
2.74K
+ 11.71%
$378.79 - $428.11 $1.04M - $1.17M
26.2K $10.7M
GOOG
Alphabet Inc.

Communication Services
3.39K
+ 12.69%
$163.08 - $198.16 $553K - $672K
30.1K $5.74M
PLTR
Palantir Technologies Inc.

Technology
3.96K
+ 20.03%
$36.46 - $82.38 $144K - $326K
23.7K $1.8M
VTV
Vanguard Value ETF

ETFs
7.67K
+ 12.2%
$168.32 - $181.87 $1.29M - $1.39M
70.5K $11.9M
JPM
Jpmorgan Chase & CO

Financial Services
759
+ 3.06%
$205.18 - $250.29 $156K - $190K
25.6K $6.13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
+ 72.01%
$71.75 - $75.11 $789K - $826K
26.3K $1.89M
VGT
Vanguard Information Technolog

ETFs
1.07K
+ 180.34%
$571.78 - $647.97 $614K - $695K
1.67K $1.04M
NFLX
Netflix Inc

Communication Services
133
+ 4.25%
$687.65 - $936.56 $91.5K - $125K
3.26K $2.91M
V
Visa Inc.

Financial Services
836
+ 9.05%
$273.87 - $320.91 $229K - $268K
10.1K $3.18M
SCHG
Schwab Strategic Tr Us Large C

ETFs
349K
+ 291.32%
$25.93 - $105.3 $9.04M - $36.7M
468K $13M
CRM
Salesforce, Inc.

Technology
665
+ 13.08%
$270.87 - $367.87 $180K - $245K
5.75K $1.92M
ABBV
Abb Vie Inc.

Healthcare
4.3K
+ 33.08%
$164.99 - $203.87 $709K - $876K
17.3K $3.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
60
+ 23.26%
$4100.99 - $5300.34 $246K - $318K
318 $1.58M
APP
App Lovin Corp

Technology
290
+ 14.92%
$130.67 - $401.5 $37.9K - $116K
2.23K $723K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.02K
+ 7.56%
$264.18 - $304.19 $271K - $311K
14.6K $4.08M
WMT
Walmart Inc.

Consumer Defensive
1.69K
+ 5.66%
$79.1 - $95.7 $134K - $162K
31.6K $2.85M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.66K
+ 37.44%
$74.5 - $78.37 $496K - $522K
24.5K $1.83M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
116
+ 1.65%
$173.13 - $258.09 $20.1K - $29.9K
7.16K $1.65M
NOW
Service Now, Inc.

Technology
96
+ 5.38%
$867.18 - $1148.42 $83.2K - $110K
1.88K $1.99M
MS
Morgan Stanley

Financial Services
2.17K
+ 41.67%
$104.42 - $134.99 $226K - $293K
7.37K $927K
AXP
American Express CO

Financial Services
966
+ 28.19%
$267.35 - $305.57 $258K - $295K
4.39K $1.3M
WFC
Wells Fargo & Company

Financial Services
1.9K
+ 11.38%
$54.98 - $77.35 $104K - $147K
18.6K $1.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
714
+ 4.14%
$241.48 - $274.89 $172K - $196K
17.9K $4.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
556
+ 42.48%
$567.81 - $607.81 $316K - $338K
1.87K $1.09M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.58K
+ 41.95%
$55.73 - $66.16 $255K - $303K
15.5K $934K
HON
Honeywell International Inc

Industrials
1.09K
+ 40.56%
$202.84 - $236.0 $222K - $258K
3.79K $856K
SPOT
Spotify Technology S.A.

Communication Services
90
+ 2.84%
$362.95 - $502.38 $32.7K - $45.2K
3.26K $1.46M
MA
Mastercard Inc

Financial Services
274
+ 6.26%
$491.3 - $536.15 $135K - $147K
4.65K $2.45M
CPRT
Copart Inc

Consumer Cyclical
4.03K
+ 36.73%
$51.36 - $63.8 $207K - $257K
15K $860K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.44K
+ 11.52%
$160.89 - $176.18 $393K - $430K
23.7K $3.83M
GS
Goldman Sachs Group Inc

Financial Services
176
+ 8.14%
$486.1 - $608.57 $85.6K - $107K
2.34K $1.34M
DIS
Walt Disney CO

Communication Services
1.44K
+ 22.19%
$92.39 - $117.6 $133K - $170K
7.95K $885K
BAC
Bank Of America Corp

Financial Services
2.3K
+ 6.63%
$39.22 - $47.77 $90.2K - $110K
37K $1.63M
CSCO
Cisco Systems, Inc.

Technology
2.09K
+ 10.07%
$52.45 - $60.02 $110K - $126K
22.9K $1.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
338
+ 15.85%
$275.15 - $388.2 $93K - $131K
2.47K $845K
TTD
Trade Desk, Inc.

Technology
1.52K
+ 17.57%
$108.7 - $139.51 $165K - $212K
10.2K $1.19M
COST
Costco Wholesale Corp

Consumer Defensive
123
+ 3.64%
$873.59 - $994.69 $107K - $122K
3.5K $3.21M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
2.14K
+ 15.78%
$44.9 - $57.64 $96.3K - $124K
15.7K $856K
BA
Boeing CO

Industrials
823
+ 37.73%
$138.14 - $180.72 $114K - $149K
3K $531K
COP
Conocophillips

Energy
2.18K
+ 78.01%
$95.12 - $114.72 $208K - $250K
4.98K $493K
Activity Summary
Buys All Purchases 205 New Holdings 19 Increased Positions 186 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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