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
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4
+ 0.06%
$78.43 - $87.17 $314 - $349
7.27K $582K
FIS
Fidelity National Information Services, Inc.

Technology
311
+ 4.52%
$80.14 - $90.95 $24.9K - $28.3K
7.19K $580K
WDC
Western Digital Corp

Technology
1.12K
+ 14.78%
$59.62 - $73.43 $66.7K - $82.2K
8.69K $518K
Ge Vernova Inc
368
+ 11.01%
N/A
3.71K $0
Lazard Inc
773
+ 9.98%
N/A
8.52K $0
HYD
Vaneck High Yield Muni ETF

ETFs
112
+ 1.86%
$51.09 - $53.06 $5.72K - $5.94K
6.13K $318K
WAL
Western Alliance Bancorporation

Financial Services
7
+ 0.25%
$80.51 - $96.1 $564 - $673
2.77K $231K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
52
+ 3.5%
$131.66 - $144.0 $6.85K - $7.49K
1.54K $203K
HOPE
Hope Bancorp Inc

Financial Services
319
+ 0.78%
$12.08 - $14.35 $3.85K - $4.58K
41.4K $509K
AVB
Avalonbay Communities Inc

Real Estate
5
+ 0.24%
$216.28 - $237.81 $1.08K - $1.19K
2.06K $453K
TT
Trane Technologies PLC

Industrials
91
+ 3.62%
$369.35 - $419.14 $33.6K - $38.1K
2.61K $963K
SHW
Sherwin Williams CO

Basic Materials
133
+ 8.94%
$338.75 - $399.71 $45.1K - $53.2K
1.62K $550K
DAR
Darling Ingredients Inc.

Consumer Defensive
52
+ 0.8%
$33.0 - $43.05 $1.72K - $2.24K
6.53K $220K
KLAC
Kla Corp

Technology
35
+ 10.48%
$614.46 - $829.55 $21.5K - $29K
369 $232K
LOW
Lowes Companies Inc

Consumer Cyclical
232
+ 6.42%
$244.52 - $284.07 $56.7K - $65.9K
3.85K $949K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.18%
$234.32 - $261.43 $703 - $784
1.67K $391K
SNPS
Synopsys Inc

Technology
10
+ 0.49%
$485.36 - $588.0 $4.85K - $5.88K
2.05K $995K
CEG
Constellation Energy Corp

Utilities
84
+ 4.91%
$224.28 - $285.52 $18.8K - $24K
1.8K $403K
PSX
Phillips 66

Energy
111
+ 3.16%
$110.35 - $138.93 $12.2K - $15.4K
3.62K $412K
URI
United Rentals, Inc.

Industrials
3
+ 0.58%
$704.44 - $880.32 $2.11K - $2.64K
523 $368K
CAT
Caterpillar Inc

Industrials
156
+ 4.05%
$360.37 - $416.88 $56.2K - $65K
4.01K $1.46M
VNQ
Vanguard Specialized Funds Van

ETFs
2.69K
+ 7.52%
$87.85 - $98.6 $237K - $266K
38.5K $3.43M
DD
Du Pont De Nemours, Inc.

Basic Materials
393
+ 5.66%
$75.95 - $88.05 $29.8K - $34.6K
7.34K $559K
GE
General Electric CO

Industrials
738
+ 8.54%
$159.95 - $194.23 $118K - $143K
9.38K $1.56M
BUSE
First Busey Corp

Financial Services
46
+ 0.16%
$23.57 - $27.55 $1.08K - $1.27K
28.8K $679K
MU
Micron Technology Inc

Technology
307
+ 6.08%
$84.16 - $113.41 $25.8K - $34.8K
5.36K $450K
FCX
Freeport Mcmoran Inc

Basic Materials
138
+ 1.75%
$38.08 - $50.82 $5.26K - $7.01K
8.01K $305K
CTAS
Cintas Corp

Industrials
129
+ 2.61%
$182.7 - $226.47 $23.6K - $29.2K
5.07K $926K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.4K
+ 79.89%
$18.41 - $40.87 $191K - $425K
23.4K $433K
IEFA
Ishares Tr

ETFs
834
+ 3.81%
$70.06 - $77.43 $58.4K - $64.6K
22.7K $1.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
101K
+ 197.28%
$25.79 - $80.4 $2.61M - $8.13M
152K $3.97M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
296K
+ 182.4%
$22.01 - $66.82 $6.51M - $19.8M
458K $10.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81.3K
+ 171.84%
$26.93 - $84.95 $2.19M - $6.91M
129K $3.51M
SCHA
Schwab Strategic Tr Us Small C

ETFs
29.3K
+ 59.02%
$25.33 - $51.16 $743K - $1.5M
79K $2.04M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
78.7K
+ 160.82%
$27.54 - $83.04 $2.17M - $6.53M
128K $3.54M
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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