Everhart Financial Group, Inc. Incresed Positions in Q3 2024

Everhart Financial Group, Inc.

  • $444 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11K
+ 13.1%
$207.23 - $234.82 $2.28M - $2.58M
94.8K $22.1M
VTI
Vanguard Total Stock Market Et

ETFs
3.35K
+ 2.74%
$255.18 - $283.2 $854K - $947K
126K $35.6M
IWV
Ishares Russell 3000 ETF

ETFs
5.26K
+ 596.03%
$294.75 - $326.73 $1.55M - $1.72M
6.14K $2.01M
META
Meta Platforms, Inc.

Communication Services
1.51K
+ 13.26%
$453.41 - $572.44 $683K - $863K
12.9K $7.37M
NVDA
Nvidia Corp

Technology
14.9K
+ 8.85%
$98.91 - $134.91 $1.47M - $2.01M
183K $22.2M
MSFT
Microsoft Corp

Technology
4.48K
+ 11.67%
$395.15 - $467.56 $1.77M - $2.09M
42.8K $18.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1.9K
+ 15.47%
$191.76 - $263.26 $365K - $501K
14.2K $3.72M
IVV
Ishares Core S&P 500 ETF

ETFs
2K
+ 63.52%
$520.18 - $576.82 $1.04M - $1.16M
5.16K $2.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.04K
+ 11.34%
$405.19 - $478.57 $422K - $498K
10.2K $4.71M
AVGO
Broadcom Inc.

Technology
21.8K
+ 1057.15%
$136.27 - $1745.86 $2.97M - $38.1M
23.9K $4.12M
PG
Procter & Gamble CO

Consumer Defensive
2.84K
+ 9.65%
$160.76 - $177.82 $456K - $504K
32.2K $5.58M
JPM
Jpmorgan Chase & CO

Financial Services
2.38K
+ 10.63%
$194.9 - $224.8 $464K - $536K
24.8K $5.23M
NOW
Service Now, Inc.

Technology
627
+ 54.19%
$730.87 - $937.36 $458K - $588K
1.78K $1.6M
WMT
Walmart Inc.

Consumer Defensive
3.69K
+ 14.1%
$66.91 - $81.4 $247K - $301K
29.9K $2.41M
TXN
Texas Instruments Inc

Technology
3.14K
+ 113.96%
$194.6 - $194.6 $611K - $611K
5.9K $1.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.89K
+ 1.6%
$92.63 - $105.69 $175K - $200K
120K $12.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.3K
+ 6.89%
$73.43 - $80.37 $243K - $266K
51.2K $4.12M
IEFA
Ishares Tr

ETFs
6.15K
+ 39.03%
$70.09 - $78.74 $431K - $484K
21.9K $1.71M
ABBV
Abb Vie Inc.

Healthcare
1.3K
+ 11.12%
$163.84 - $199.33 $213K - $259K
13K $2.56M
HD
Home Depot, Inc.

Consumer Cyclical
720
+ 16.64%
$333.64 - $405.2 $240K - $292K
5.05K $2.04M
ORCL
Oracle Corp

Technology
1.33K
+ 12.25%
$125.9 - $170.35 $167K - $227K
12.2K $2.08M
VBR
Vanguard Small Cap Value ETF

ETFs
368
+ 1.47%
$179.99 - $201.6 $66.2K - $74.2K
25.5K $5.11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.23K
+ 53.82%
$74.26 - $78.84 $462K - $491K
17.8K $1.39M
PM
Philip Morris International Inc.

Consumer Defensive
3.1K
+ 41.58%
$101.25 - $127.45 $313K - $395K
10.5K $1.28M
MA
Mastercard Inc

Financial Services
660
+ 17.76%
$429.6 - $500.99 $284K - $331K
4.38K $2.16M
RTX
Raytheon Technologies Corp

Industrials
3.23K
+ 52.91%
$99.55 - $123.34 $321K - $398K
9.32K $1.13M
LLY
Eli Lilly & CO

Healthcare
672
+ 14.11%
$772.14 - $960.02 $519K - $645K
5.43K $4.81M
ACN
Accenture PLC

Technology
1.04K
+ 39.18%
$295.44 - $355.81 $306K - $369K
3.68K $1.3M
COST
Costco Wholesale Corp

Consumer Defensive
398
+ 13.36%
$801.83 - $917.05 $319K - $365K
3.38K $2.99M
GE
General Electric CO

Industrials
1.2K
+ 16.05%
$156.66 - $189.66 $187K - $227K
8.64K $1.63M
LMT
Lockheed Martin Corp

Industrials
496
+ 38.57%
$460.3 - $584.56 $228K - $290K
1.78K $1.04M
JNJ
Johnson & Johnson

Healthcare
1.92K
+ 24.43%
$145.48 - $167.38 $279K - $321K
9.78K $1.58M
GS
Goldman Sachs Group Inc

Financial Services
749
+ 53.05%
$459.02 - $510.25 $344K - $382K
2.16K $1.07M
NFLX
Netflix Inc

Communication Services
475
+ 17.9%
$598.55 - $722.26 $284K - $343K
3.13K $2.22M
PLD
Prologis, Inc.

Real Estate
3.11K
+ 128.67%
$111.95 - $132.43 $348K - $412K
5.53K $697K
AMZN
Amazon Com Inc

Consumer Cyclical
3.87K
+ 9.0%
$161.02 - $200.0 $623K - $773K
46.8K $8.72M
PGR
Progressive Corp

Financial Services
1.25K
+ 59.97%
$209.46 - $259.24 $261K - $324K
3.33K $844K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.02K
+ 2.21%
$77.02 - $85.06 $78.7K - $86.9K
47.3K $4M
XOM
Exxon Mobil Corp

Energy
2.86K
+ 9.72%
$109.72 - $119.0 $314K - $341K
32.3K $3.79M
IBM
International Business Machines Corp

Technology
732
+ 14.96%
$175.1 - $223.38 $128K - $164K
5.63K $1.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
464
+ 29.15%
$531.86 - $624.21 $247K - $290K
2.06K $1.27M
IEMG
Ishares Inc

ETFs
7.25K
+ 97.11%
$53.64 - $53.64 $389K - $389K
14.7K $789K
KO
Coca Cola CO

Consumer Defensive
3.33K
+ 19.09%
$62.69 - $73.01 $209K - $243K
20.8K $1.49M
CAT
Caterpillar Inc

Industrials
450
+ 13.21%
$316.8 - $391.12 $143K - $176K
3.86K $1.51M
ADI
Analog Devices Inc

Technology
1.58K
+ 72.14%
$200.56 - $243.33 $316K - $384K
3.76K $866K
QQQ
Invesco Qqq Trust, Series 1

ETFs
718
+ 91.7%
$434.77 - $502.96 $312K - $361K
1.5K $732K
PCVX
Vaxcyte, Inc.

Healthcare
1.26K
+ 23.04%
$70.52 - $117.12 $88.8K - $147K
6.72K $767K
LEN
Lennar Corp

Consumer Cyclical
798
+ 15.28%
$142.5 - $192.45 $114K - $154K
6.02K $1.13M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
5.81K
+ 74.58%
$37.96 - $50.55 $220K - $293K
13.6K $651K
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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