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
SHOP
Shopify Inc.

Technology
4
+ 0.05%
$78.14 - $119.49 $313 - $478
7.42K $789K
CDNS
Cadence Design Systems Inc

Technology
221
+ 5.95%
$249.1 - $324.54 $55.1K - $71.7K
3.94K $1.18M
ISRG
Intuitive Surgical Inc

Healthcare
150
+ 4.92%
$471.27 - $550.62 $70.7K - $82.6K
3.2K $1.67M
ARES
Ares Management Corp

Financial Services
322
+ 6.26%
$153.38 - $183.7 $49.4K - $59.2K
5.46K $966K
BSX
Boston Scientific Corp

Healthcare
932
+ 6.57%
$83.62 - $91.5 $77.9K - $85.3K
15.1K $1.35M
WMB
Williams Companies, Inc.

Energy
635
+ 4.55%
$46.37 - $59.74 $29.4K - $37.9K
14.6K $790K
NET
Cloudflare, Inc.

Technology
219
+ 4.64%
$78.11 - $117.56 $17.1K - $25.7K
4.94K $531K
DASH
Door Dash, Inc.

Communication Services
231
+ 5.33%
$141.93 - $180.48 $32.8K - $41.7K
4.57K $766K
CVX
Chevron Corp

Energy
1.08K
+ 13.79%
$141.15 - $162.53 $152K - $175K
8.88K $1.29M
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.66K
+ 32.31%
$7.33 - $12.37 $56.2K - $94.8K
31.4K $332K
ZM
Zoom Video Communications, Inc.

Technology
820
+ 15.54%
$67.21 - $89.03 $55.1K - $73K
6.1K $497K
SCHW
Schwab Charles Corp

Financial Services
1.05K
+ 19.13%
$63.31 - $82.85 $66.5K - $87K
6.54K $483K
SQ
Block, Inc.

Technology
584
+ 13.8%
$65.06 - $98.92 $38K - $57.8K
4.82K $409K
DFS
Discover Financial Services

Financial Services
177
+ 6.71%
$136.3 - $182.67 $24.1K - $32.3K
2.82K $487K
MCK
Mckesson Corp

Healthcare
22
+ 1.6%
$482.27 - $628.5 $10.6K - $13.8K
1.4K $796K
DAL
Delta Air Lines, Inc.

Industrials
403
+ 4.28%
$47.46 - $65.77 $19.1K - $26.5K
9.83K $594K
PWR
Quanta Services, Inc.

Industrials
125
+ 3.02%
$296.05 - $346.6 $37K - $43.3K
4.27K $1.35M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.63K
+ 24.5%
$114.08 - $125.68 $186K - $205K
8.29K $948K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
396
+ 3.87%
$442.29 - $483.08 $175K - $191K
10.6K $4.81M
BMY
Bristol Myers Squibb CO

Healthcare
1.3K
+ 20.67%
$51.92 - $59.94 $67.3K - $77.7K
7.57K $427K
CCL
Carnival Corp

Consumer Cyclical
1.07K
+ 8.9%
$17.34 - $26.8 $18.5K - $28.5K
13K $324K
NI
Nisource Inc.

Utilities
1.14K
+ 4.07%
$33.74 - $38.25 $38.5K - $43.7K
29.2K $1.07M
ADP
Automatic Data Processing Inc

Industrials
194
+ 6.83%
$280.08 - $307.97 $54.3K - $59.7K
3.04K $888K
PM
Philip Morris International Inc.

Consumer Defensive
928
+ 8.8%
$118.38 - $133.06 $110K - $123K
11.5K $1.38M
FTNT
Fortinet, Inc.

Technology
303
+ 7.35%
$76.49 - $99.21 $23.2K - $30.1K
4.43K $418K
IBM
International Business Machines Corp

Technology
484
+ 8.6%
$204.9 - $238.04 $99.2K - $115K
6.11K $1.34M
T
At&T Inc.

Communication Services
2.55K
+ 5.39%
$21.22 - $23.88 $54.1K - $60.9K
49.9K $1.14M
PANW
Palo Alto Networks Inc

Technology
3.53K
+ 103.19%
$181.96 - $405.9 $642K - $1.43M
6.95K $1.26M
HBAN
Huntington Bancshares Inc

Financial Services
378
+ 0.68%
$14.18 - $18.2 $5.36K - $6.88K
55.7K $906K
CG
Carlyle Group Inc.

Financial Services
881
+ 14.47%
$43.2 - $54.81 $38.1K - $48.3K
6.97K $351K
UCBI
United Community Banks Inc

Financial Services
3.02K
+ 27.49%
N/A
14K $409K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
135
+ 4.38%
$229.83 - $258.46 $31K - $34.9K
3.22K $794K
PYPL
Pay Pal Holdings, Inc.

Financial Services
652
+ 16.44%
$77.25 - $91.3 $50.4K - $59.5K
4.62K $394K
KR
Kroger CO

Consumer Defensive
908
+ 12.21%
$55.21 - $63.3 $50.1K - $57.5K
8.34K $510K
CLX
Clorox CO

Consumer Defensive
526
+ 25.92%
$156.51 - $169.74 $82.3K - $89.3K
2.56K $414K
BKE
Buckle Inc

Consumer Cyclical
609
+ 8.08%
$41.32 - $54.08 $25.2K - $32.9K
8.15K $414K
LNG
Cheniere Energy, Inc.

Energy
93
+ 5.19%
$181.07 - $225.92 $16.8K - $21K
1.88K $404K
TTWO
Take Two Interactive Software Inc

Communication Services
122
+ 6.3%
$147.66 - $190.46 $18K - $23.2K
2.06K $379K
VB
Vanguard Small Cap ETF

ETFs
264
+ 5.85%
$233.76 - $261.58 $61.7K - $69.1K
4.78K $1.15M
TJX
Tjx Companies Inc

Consumer Cyclical
360
+ 3.54%
$112.15 - $127.2 $40.4K - $45.8K
10.5K $1.27M
UVSP
Univest Financial Corp

Financial Services
1.32K
+ 5.01%
$26.85 - $32.21 $35.4K - $42.5K
27.6K $815K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.35%
$570.51 - $610.59 $10.3K - $11K
5.18K $3.05M
IDA
Idacorp Inc

Utilities
395
+ 9.04%
$100.11 - $118.96 $39.5K - $47K
4.77K $520K
MCD
Mcdonalds Corp

Consumer Cyclical
440
+ 11.09%
$288.47 - $316.54 $127K - $139K
4.41K $1.28M
CME
Cme Group Inc.

Financial Services
194
+ 10.62%
$221.17 - $246.02 $42.9K - $47.7K
2.02K $469K
GM
General Motors CO

Consumer Cyclical
13
+ 0.19%
$44.82 - $60.2 $583 - $783
6.92K $368K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 0.7%
$521.84 - $558.82 $14.6K - $15.6K
4.01K $2.16M
NVT
N Vent Electric PLC

Industrials
1.2K
+ 10.67%
$67.69 - $79.19 $81.3K - $95.1K
12.5K $848K
ORCL
Oracle Corp

Technology
605
+ 4.96%
$165.41 - $192.43 $100K - $116K
12.8K $2.13M
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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