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
KEYS
Keysight Technologies, Inc.

Technology
312
+ 22.14%
$149.01 - $172.53 $46.5K - $53.8K
1.72K $276K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.8K
+ 11.68%
$58.88 - $64.8 $341K - $376K
55.4K $3.27M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
721
+ 23.78%
$80.93 - $85.66 $58.4K - $61.8K
3.75K $303K
VZ
Verizon Communications Inc

Communication Services
3.21K
+ 20.53%
$39.6 - $45.21 $127K - $145K
18.9K $753K
SPG
Simon Property Group Inc

Real Estate
229
+ 6.88%
$167.23 - $183.84 $38.3K - $42.1K
3.56K $612K
AZO
Autozone Inc

Consumer Cyclical
11
+ 4.2%
$2981.19 - $3370.27 $32.8K - $37.1K
273 $874K
IVW
Ishares S&P 500 Growth ETF

ETFs
92
+ 1.39%
$94.43 - $105.47 $8.69K - $9.7K
6.7K $680K
OGE
Oge Energy Corp.

Utilities
1.07K
+ 8.01%
$39.65 - $44.08 $42.5K - $47.3K
14.5K $596K
HD
Home Depot, Inc.

Consumer Cyclical
332
+ 6.58%
$385.02 - $431.37 $128K - $143K
5.38K $2.09M
CNO
Cno Financial Group, Inc.

Financial Services
233
+ 1.32%
$34.0 - $40.5 $7.92K - $9.44K
17.9K $664K
THG
Hanover Insurance Group, Inc.

Financial Services
132
+ 3.91%
$144.81 - $165.01 $19.1K - $21.8K
3.51K $542K
HUBB
Hubbell Inc

Industrials
137
+ 7.88%
$418.89 - $472.12 $57.4K - $64.7K
1.88K $785K
RLI
Rli Corp

Financial Services
148
+ 9.97%
$151.91 - $180.89 $22.5K - $26.8K
1.63K $269K
ACN
Accenture PLC

Technology
126
+ 3.42%
$343.9 - $376.86 $43.3K - $47.5K
3.81K $1.34M
ITT
Itt Inc.

Industrials
617
+ 8.03%
$140.12 - $159.62 $86.5K - $98.5K
8.3K $1.19M
AON
Aon PLC

Financial Services
74
+ 11.09%
$344.14 - $393.31 $25.5K - $29.1K
741 $266K
HOMB
Home Bancshares Inc

Financial Services
409
+ 2.08%
$26.0 - $32.09 $10.6K - $13.1K
20.1K $567K
ORI
Old Republic International Corp

Financial Services
620
+ 3.82%
$34.4 - $38.98 $21.3K - $24.2K
16.8K $609K
PRI
Primerica, Inc.

Financial Services
65
+ 2.49%
$265.71 - $304.93 $17.3K - $19.8K
2.68K $726K
HWM
Howmet Aerospace Inc.

Industrials
49
+ 2.06%
$99.72 - $120.09 $4.89K - $5.88K
2.43K $265K
VBR
Vanguard Small Cap Value ETF

ETFs
464
+ 1.82%
$197.36 - $217.3 $91.6K - $101K
25.9K $5.14M
IWM
Ishares Russell 2000 ETF

ETFs
117
+ 4.86%
$216.13 - $242.4 $25.3K - $28.4K
2.53K $558K
TMUS
T Mobile Us, Inc.

Communication Services
37
+ 2.85%
$206.1 - $246.94 $7.63K - $9.14K
1.34K $294K
USB
Us Bancorp \De\

Financial Services
68
+ 0.64%
$43.98 - $53.66 $2.99K - $3.65K
10.7K $509K
APD
Air Products & Chemicals, Inc.

Basic Materials
110
+ 10.09%
$285.5 - $335.62 $31.4K - $36.9K
1.2K $348K
ADSK
Autodesk, Inc.

Technology
98
+ 6.11%
N/A
1.7K $418K
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.06%
$69.42 - $93.29 $139 - $187
3.54K $279K
SYK
Stryker Corp

Healthcare
75
+ 2.37%
$345.14 - $392.15 $25.9K - $29.4K
3.25K $1.17M
APH
Amphenol Corp

Technology
109
+ 3.27%
$62.07 - $75.35 $6.77K - $8.21K
3.44K $239K
SCHX
Schwab Strategic Tr Us Large C

ETFs
35.1K
+ 197.95%
$22.4 - $68.28 $787K - $2.4M
52.9K $1.23M
NLOK
Norton Life Lock Inc.

Technology
950
+ 7.38%
N/A
13.8K $297K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
15.3K
+ 100.0%
$27.45 - $55.56 $420K - $849K
30.6K $865K
WDAY
Workday, Inc.

Technology
5
+ 0.38%
$233.85 - $279.91 $1.17K - $1.4K
1.31K $338K
CSGP
Costar Group, Inc.

Real Estate
484
+ 11.14%
$69.7 - $81.97 $33.7K - $39.7K
4.83K $345K
IEMG
Ishares Inc

ETFs
326
+ 2.22%
N/A
15K $806K
FISV
Fiserv Inc

Technology
131
+ 2.88%
N/A
4.69K $586K
ABT
Abbott Laboratories

Healthcare
221
+ 2.19%
$111.93 - $119.39 $24.7K - $26.4K
10.3K $1.17M
IYW
Ishares Dj Us Tech ETF

ETFs
9
+ 0.52%
$148.14 - $166.23 $1.33K - $1.5K
1.75K $278K
PH
Parker Hannifin Corp

Industrials
18
+ 1.89%
$621.74 - $709.46 $11.2K - $12.8K
968 $615K
LECO
Lincoln Electric Holdings Inc

Industrials
161
+ 4.0%
$187.47 - $219.94 $30.2K - $35.4K
4.19K $785K
ABC
Amerisourcebergen Corp

Healthcare
61
+ 2.02%
N/A
3.08K $569K
SBUX
Starbucks Corp

Consumer Cyclical
390
+ 9.68%
$87.44 - $102.5 $34.1K - $40K
4.42K $402K
RGLD
Royal Gold Inc

Basic Materials
194
+ 10.74%
$131.05 - $154.26 $25.4K - $29.9K
2K $263K
PCG
Pg&E Corp

Utilities
159
+ 1.41%
$19.2 - $21.63 $3.05K - $3.44K
11.4K $230K
WELL
Welltower Inc.

Real Estate
152
+ 2.57%
$123.11 - $139.3 $18.7K - $21.2K
6.07K $764K
CF
Cf Industries Holdings, Inc.

Basic Materials
91
+ 3.61%
$81.39 - $94.14 $7.41K - $8.57K
2.61K $222K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
105
+ 2.77%
$65.67 - $69.79 $6.9K - $7.33K
3.9K $261K
PGR
Progressive Corp

Financial Services
217
+ 6.52%
$239.6 - $268.88 $52K - $58.3K
3.55K $849K
PRU
Prudential Financial Inc

Financial Services
149
+ 3.02%
$114.59 - $129.52 $17.1K - $19.3K
5.08K $602K
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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