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
ADP
Automatic Data Processing Inc

Industrials
984
+ 52.99%
$233.44 - $279.45 $230K - $275K
2.84K $786K
MUB
Ishares National Muni Bond ETF

ETFs
2.91K
+ 27.45%
$106.13 - $108.7 $308K - $316K
13.5K $1.47M
PLTR
Palantir Technologies Inc.

Technology
3.71K
+ 23.06%
$24.09 - $37.95 $89.3K - $141K
19.8K $735K
SPGI
S&P Global Inc.

Financial Services
391
+ 21.95%
$446.32 - $527.38 $175K - $206K
2.17K $1.12M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
310
+ 56.36%
$1024.09 - $1201.76 $317K - $373K
860 $904K
NEE
Nextera Energy Inc

Utilities
1.91K
+ 16.18%
$69.9 - $84.97 $134K - $162K
13.7K $1.16M
PWR
Quanta Services, Inc.

Industrials
522
+ 14.43%
$239.58 - $298.23 $125K - $156K
4.14K $1.23M
VZ
Verizon Communications Inc

Communication Services
6.07K
+ 63.36%
$38.89 - $45.0 $236K - $273K
15.6K $702K
ISRG
Intuitive Surgical Inc

Healthcare
368
+ 13.74%
$416.14 - $494.01 $153K - $182K
3.05K $1.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.8K
+ 42.08%
$83.76 - $91.82 $235K - $257K
9.46K $863K
PHM
Pultegroup Inc

Consumer Cyclical
838
+ 16.88%
$103.95 - $144.98 $87.1K - $121K
5.8K $832K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
617
+ 40.62%
$460.0 - $505.78 $284K - $312K
2.14K $993K
SPOT
Spotify Technology S.A.

Communication Services
333
+ 11.76%
$290.16 - $384.01 $96.6K - $128K
3.17K $1.17M
LOW
Lowes Companies Inc

Consumer Cyclical
432
+ 13.58%
$213.3 - $270.78 $92.1K - $117K
3.61K $978K
TT
Trane Technologies PLC

Industrials
379
+ 17.73%
$314.21 - $388.71 $119K - $147K
2.52K $978K
CRM
Salesforce, Inc.

Technology
715
+ 16.36%
$238.42 - $276.53 $170K - $198K
5.09K $1.39M
DASH
Door Dash, Inc.

Communication Services
1.07K
+ 32.72%
$100.28 - $143.99 $107K - $154K
4.34K $618K
CTAS
Cintas Corp

Industrials
3.86K
+ 357.35%
$201.38 - $819.83 $778K - $3.17M
4.94K $1.02M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
827
+ 13.31%
$138.85 - $182.81 $115K - $151K
7.04K $1.25M
AXP
American Express CO

Financial Services
507
+ 17.36%
$225.92 - $271.17 $115K - $137K
3.43K $929K
NI
Nisource Inc.

Utilities
2.98K
+ 11.87%
$28.54 - $34.64 $85K - $103K
28.1K $972K
DHR
Danaher Corp

Healthcare
571
+ 18.51%
$239.25 - $280.76 $137K - $160K
3.66K $1.02M
FISV
Fiserv Inc

Technology
1.95K
+ 75.12%
N/A
4.56K $570K
T
At&T Inc.

Communication Services
5.67K
+ 13.62%
$18.21 - $22.28 $103K - $126K
47.3K $1.04M
PANW
Palo Alto Networks Inc

Technology
686
+ 25.08%
$294.18 - $368.01 $202K - $252K
3.42K $1.17M
ANET
Arista Networks, Inc.

Technology
565
+ 79.13%
$311.42 - $388.21 $176K - $219K
1.28K $490K
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
V
Visa Inc.

Financial Services
432
+ 4.91%
$253.74 - $291.56 $110K - $126K
9.23K $2.54M
CSCO
Cisco Systems, Inc.

Technology
2.26K
+ 12.21%
$44.74 - $53.22 $101K - $120K
20.8K $1.11M
MRO
Marathon Oil Corp

Energy
9.52K
+ 64.05%
$25.87 - $29.26 $246K - $278K
24.4K $649K
ARES
Ares Management Corp

Financial Services
803
+ 18.52%
$133.73 - $158.05 $107K - $127K
5.14K $801K
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
ABT
Abbott Laboratories

Healthcare
1.08K
+ 11.98%
$100.07 - $118.13 $108K - $128K
10.1K $1.15M
WELL
Welltower Inc.

Real Estate
702
+ 13.46%
$104.0 - $129.74 $73K - $91.1K
5.92K $757K
BLK
Black Rock Inc.

Financial Services
120
+ 20.0%
$782.27 - $949.51 $93.9K - $114K
720 $683K
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
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
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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