Everhart Financial Group, Inc. Reduced Holdings in Q4 2024

Everhart Financial Group, Inc.

  • $477 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-458
- 8.43%
$727.2 - $932.06 $333K - $427K
4.98K $3.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.1K
- 6.74%
$44.04 - $49.49 $313K - $351K
98.2K $4.33M
JNJ
Johnson & Johnson

Healthcare
-3.71K
- 37.97%
$143.34 - $165.86 $532K - $616K
6.06K $876K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-953
- 46.35%
$501.29 - $612.85 $478K - $584K
1.1K $573K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-508
- 59.07%
$701.85 - $1046.91 $357K - $532K
352 $250K
AMGN
Amgen Inc

Healthcare
-1.63K
- 45.51%
$258.78 - $328.31 $423K - $536K
1.96K $509K
AMD
Advanced Micro Devices Inc

Technology
-1.08K
- 9.18%
$118.88 - $172.8 $128K - $186K
10.6K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
-336
- 7.26%
$485.52 - $625.25 $163K - $210K
4.29K $2.17M
PFE
Pfizer Inc

Healthcare
-16.8K
- 59.98%
$24.8 - $30.19 $416K - $506K
11.2K $296K
DHR
Danaher Corp

Healthcare
-1.45K
- 39.67%
$226.16 - $274.52 $328K - $398K
2.21K $506K
PG
Procter & Gamble CO

Consumer Defensive
-1.77K
- 5.48%
$161.05 - $179.7 $284K - $317K
30.5K $5.11M
XOM
Exxon Mobil Corp

Energy
-1.3K
- 4.01%
$105.51 - $125.37 $137K - $163K
31K $3.34M
PEP
Pepsico Inc

Consumer Defensive
-1.96K
- 22.97%
$151.29 - $176.1 $296K - $345K
6.56K $997K
LEN
Lennar Corp

Consumer Cyclical
-887
- 14.73%
$136.2 - $188.96 $121K - $168K
5.14K $700K
TXN
Texas Instruments Inc

Technology
-2.16K
- 36.68%
N/A
3.74K $726K
LMT
Lockheed Martin Corp

Industrials
-432
- 24.24%
$479.66 - $614.62 $207K - $266K
1.35K $656K
CPB
Campbell Soup CO

Consumer Defensive
-6.47K
- 44.18%
$41.42 - $48.71 $268K - $315K
8.18K $342K
MPC
Marathon Petroleum Corp

Energy
-1.66K
- 27.35%
$131.65 - $174.84 $218K - $290K
4.4K $614K
AMAT
Applied Materials Inc

Technology
-606
- 9.25%
$161.44 - $213.89 $97.8K - $130K
5.94K $966K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-480
- 22.47%
$396.64 - $516.74 $190K - $248K
1.66K $666K
MRK
Merck & Co., Inc.

Healthcare
-1.46K
- 12.15%
$96.31 - $114.76 $141K - $168K
10.6K $1.05M
STAG
Stag Industrial, Inc.

Real Estate
-5.23K
- 25.15%
$33.22 - $39.1 $174K - $204K
15.6K $526K
ADBE
Adobe Inc.

Technology
-134
- 4.66%
$437.39 - $552.96 $58.6K - $74.1K
2.74K $1.22M
PCVX
Vaxcyte, Inc.

Healthcare
-559
- 8.31%
$80.97 - $117.93 $45.3K - $65.9K
6.16K $504K
NEE
Nextera Energy Inc

Utilities
-1.17K
- 8.54%
$69.77 - $85.43 $81.7K - $100K
12.5K $899K
CI
Cigna Corp

Healthcare
-472
- 25.78%
$265.59 - $358.58 $125K - $169K
1.36K $375K
QCOM
Qualcomm Inc

Technology
-1.22K
- 30.45%
$150.4 - $178.04 $183K - $216K
2.78K $426K
KO
Coca Cola CO

Consumer Defensive
-851
- 4.1%
$61.74 - $71.71 $52.5K - $61K
19.9K $1.24M
PHM
Pultegroup Inc

Consumer Cyclical
-360
- 6.21%
$108.86 - $149.04 $39.2K - $53.7K
5.44K $592K
TDG
Trans Digm Group Inc

Industrials
-100
- 16.58%
$1239.0 - $1442.53 $124K - $144K
503 $637K
UBER
Uber Technologies, Inc

Technology
-1.14K
- 11.09%
$59.93 - $86.34 $68.4K - $98.6K
9.16K $552K
UNP
Union Pacific Corp

Industrials
-767
- 31.89%
$223.15 - $249.32 $171K - $191K
1.64K $373K
ACGL
Arch Capital Group Ltd.

Financial Services
-848
- 13.35%
$88.71 - $114.86 $75.2K - $97.4K
5.51K $508K
PLD
Prologis, Inc.

Real Estate
-811
- 14.67%
$101.4 - $126.96 $82.2K - $103K
4.72K $498K
ADI
Analog Devices Inc

Technology
-580
- 15.41%
$206.35 - $236.48 $120K - $137K
3.18K $676K
NEM
Newmont Corp

Basic Materials
-1.62K
- 20.3%
$37.0 - $58.68 $59.8K - $94.8K
6.34K $236K
CMCSA
Comcast Corp

Communication Services
-2.36K
- 11.47%
$37.39 - $45.14 $88.3K - $107K
18.2K $683K
IDXX
Idexx Laboratories Inc

Healthcare
-213
- 22.21%
$406.92 - $495.42 $86.7K - $106K
746 $308K
VEA
Vanguard Ftse Developed Market

ETFs
-856
- 3.36%
$47.57 - $52.44 $40.7K - $44.9K
24.6K $1.18M
AMT
American Tower Corp

Real Estate
-283
- 14.16%
$179.4 - $232.01 $50.8K - $65.7K
1.72K $314K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.21K
- 6.08%
$49.79 - $51.14 $110K - $113K
34.2K $1.71M
ZTS
Zoetis Inc.

Healthcare
-425
- 18.55%
$162.24 - $194.42 $69K - $82.6K
1.87K $304K
OXY
Occidental Petroleum Corp

Energy
-2.3K
- 28.19%
$45.36 - $55.91 $104K - $129K
5.86K $289K
O
Realty Income Corp

Real Estate
-1.28K
- 21.29%
$51.76 - $64.71 $66K - $82.5K
4.72K $251K
CSX
Csx Corp

Industrials
-1.53K
- 4.61%
$31.58 - $36.88 $48.4K - $56.6K
31.8K $1.03M
AWK
American Water Works Company, Inc.

Utilities
-509
- 19.19%
$123.83 - $146.07 $63K - $74.3K
2.14K $266K
BC
Brunswick Corp

Consumer Cyclical
-636
- 16.82%
$64.5 - $85.95 $41K - $54.7K
3.15K $203K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-906
- 3.0%
$77.02 - $78.58 $69.8K - $71.2K
29.2K $2.26M
LFUS
Littelfuse Inc

Technology
-299
- 23.86%
$233.99 - $262.18 $70K - $78.4K
954 $224K
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
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email