Everhart Financial Group, Inc. New Holdings in Q3 2024

Everhart Financial Group, Inc.

  • $444 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
904
New
$421.49 - $494.67 $381K - $447K
904 $428K
MMM
3 M CO

Industrials
2.78K
New
$99.69 - $139.42 $277K - $387K
2.78K $379K
HIW
Highwoods Properties, Inc.

Real Estate
11.1K
New
$25.97 - $33.6 $287K - $372K
11.1K $370K
CWST
Casella Waste Systems Inc

Industrials
3.63K
New
$96.59 - $108.33 $350K - $393K
3.63K $360K
VIG
Vanguard Dividend Appreciation

ETFs
1.85K
New
$182.15 - $182.15 $338K - $338K
1.85K $337K
BKE
Buckle Inc

Consumer Cyclical
7.54K
New
$35.9 - $44.62 $271K - $336K
7.54K $331K
CLX
Clorox CO

Consumer Defensive
2.03K
New
$131.73 - $166.97 $267K - $339K
2.03K $330K
BMY
Bristol Myers Squibb CO

Healthcare
6.27K
New
$39.66 - $51.75 $249K - $324K
6.27K $324K
WDAY
Workday, Inc.

Technology
1.31K
New
$207.75 - $264.68 $271K - $346K
1.31K $319K
FTNT
Fortinet, Inc.

Technology
4.12K
New
$55.39 - $77.55 $228K - $320K
4.12K $319K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.97K
New
$57.22 - $80.08 $227K - $318K
3.97K $309K
AMN
Amn Healthcare Services Inc

Healthcare
6.58K
New
$41.07 - $68.05 $270K - $447K
6.58K $278K
AKAM
Akamai Technologies Inc

Technology
3.01K
New
N/A
3.01K $273K
TMUS
T Mobile Us, Inc.

Communication Services
1.3K
New
$175.14 - $206.36 $228K - $268K
1.3K $268K
SO
Southern CO

Utilities
2.93K
New
$77.0 - $90.52 $226K - $266K
2.93K $264K
CG
Carlyle Group Inc.

Financial Services
6.09K
New
$37.24 - $49.74 $227K - $303K
6.09K $262K
EXPO
Exponent Inc

Industrials
2.24K
New
$93.45 - $115.28 $210K - $259K
2.24K $258K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.8K
New
$61.47 - $67.36 $233K - $256K
3.8K $255K
APP
App Lovin Corp

Technology
1.94K
New
$67.14 - $130.65 $131K - $254K
1.94K $253K
RGLD
Royal Gold Inc

Basic Materials
1.81K
New
$125.01 - $146.5 $226K - $265K
1.81K $253K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.95K
New
$57.32 - $62.65 $226K - $247K
3.95K $246K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.1K
New
$105.53 - $118.34 $222K - $249K
2.1K $245K
HWM
Howmet Aerospace Inc.

Industrials
2.38K
New
$77.3 - $100.22 $184K - $239K
2.38K $238K
WAL
Western Alliance Bancorporation

Financial Services
2.76K
New
$61.15 - $88.41 $169K - $244K
2.76K $238K
RLI
Rli Corp

Financial Services
1.49K
New
$137.07 - $154.98 $204K - $230K
1.49K $230K
AON
Aon PLC

Financial Services
667
New
$293.16 - $351.06 $196K - $234K
667 $230K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.72K
New
$75.32 - $84.37 $205K - $230K
2.72K $227K
KEYS
Keysight Technologies, Inc.

Technology
1.41K
New
$119.86 - $158.87 $169K - $224K
1.41K $223K
PCG
Pg&E Corp

Utilities
11.2K
New
$17.08 - $20.6 $192K - $232K
11.2K $222K
DVN
Devon Energy Corp

Energy
5.61K
New
$37.87 - $48.65 $212K - $273K
5.61K $219K
APH
Amphenol Corp

Technology
3.34K
New
$58.39 - $70.41 $195K - $235K
3.34K $217K
WY
Weyerhaeuser CO

Real Estate
6.43K
New
$27.05 - $33.84 $174K - $218K
6.43K $217K
PRK
Park National Corp

Financial Services
1.27K
New
$140.68 - $188.56 $179K - $239K
1.27K $213K
LTC
Ltc Properties Inc

Real Estate
5.75K
New
$34.07 - $38.15 $196K - $219K
5.75K $211K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.65K
New
$117.9 - $128.2 $194K - $211K
1.65K $211K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.49K
New
$125.95 - $142.04 $187K - $211K
1.49K $210K
SBAC
Sba Communications Corp

Real Estate
831
New
$189.0 - $245.01 $157K - $204K
831 $200K
LYRA
Lyra Therapeutics, Inc.

Healthcare
253K
New
$0.24 - $0.34 $60.6K - $85.9K
253K $65K
LENB
Lennar Corporation Cl B
1.61K
New
N/A
1.61K $0
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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