Everhart Financial Group, Inc. Reduced Holdings in Q3 2024

Everhart Financial Group, Inc.

  • $444 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-3.18K
- 11.94%
$341.08 - $391.94 $1.08M - $1.24M
23.4K $8.99M
LRCX
Lam Research Corp

Technology
-228
- 27.47%
$731.56 - $1127.3 $167K - $257K
602 $491K
SNPS
Synopsys Inc

Technology
-293
- 12.55%
$463.97 - $621.3 $136K - $182K
2.04K $1.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
-326
- 13.26%
$217.89 - $392.15 $71K - $128K
2.13K $598K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.6K
- 24.79%
$49.83 - $62.75 $179K - $226K
10.9K $629K
MRK
Merck & Co., Inc.

Healthcare
-823
- 6.39%
$111.15 - $128.97 $91.5K - $106K
12.1K $1.37M
OXY
Occidental Petroleum Corp

Energy
-1.81K
- 18.19%
$49.91 - $63.73 $90.5K - $116K
8.16K $420K
INTC
Intel Corp

Technology
-2.64K
- 14.12%
$18.9 - $34.87 $49.9K - $92K
16K $376K
SPY
Spdr S&P 500 ETF Trust

ETFs
-422
- 24.38%
$517.38 - $573.86 $218K - $242K
1.31K $751K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-4.6K
- 47.91%
$40.28 - $40.8 $185K - $188K
5K $203K
SUB
Ishares Short Term National Mu

ETFs
-1.64K
- 14.05%
$104.3 - $106.3 $171K - $174K
10K $1.07M
CDNS
Cadence Design Systems Inc

Technology
-41
- 1.09%
$246.84 - $321.11 $10.1K - $13.2K
3.72K $1.01M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-5.93K
- 26.83%
$25.38 - $26.27 $151K - $156K
16.2K $424K
SLB
Schlumberger Limited

Energy
-2.05K
- 23.81%
$39.57 - $49.67 $81.2K - $102K
6.57K $275K
NVT
N Vent Electric PLC

Industrials
-642
- 5.4%
$60.72 - $81.19 $39K - $52.1K
11.3K $790K
BA
Boeing CO

Industrials
-296
- 11.95%
$152.04 - $190.6 $45K - $56.4K
2.18K $331K
SCHW
Schwab Charles Corp

Financial Services
-919
- 14.34%
$61.74 - $76.08 $56.7K - $69.9K
5.49K $355K
VEA
Vanguard Ftse Developed Market

ETFs
-3.96K
- 13.43%
$47.6 - $53.31 $188K - $211K
25.5K $1.35M
IDXX
Idexx Laboratories Inc

Healthcare
-235
- 19.68%
$455.08 - $517.19 $107K - $122K
959 $484K
XLK
Technology Sector Spdr

ETFs
-378
- 18.84%
$197.34 - $237.68 $74.6K - $89.8K
1.63K $367K
HAL
Halliburton CO

Energy
-862
- 9.28%
$27.81 - $36.44 $24K - $31.4K
8.42K $244K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.46K
- 19.54%
$51.46 - $53.07 $75.2K - $77.5K
6.02K $319K
WING
Wingstop Inc.

Consumer Cyclical
-100
- 3.71%
$352.46 - $427.92 $35.2K - $42.8K
2.6K $1.08M
AGL
Agilon Health, Inc.

Healthcare
-1.8K
- 8.96%
$3.21 - $7.52 $5.78K - $13.5K
18.3K $71K
DIS
Walt Disney CO

Communication Services
-368
- 5.35%
$85.6 - $98.61 $31.5K - $36.3K
6.51K $625K
CF
Cf Industries Holdings, Inc.

Basic Materials
-1.06K
- 29.68%
$69.38 - $85.8 $73.8K - $91.2K
2.52K $216K
FCX
Freeport Mcmoran Inc

Basic Materials
-868
- 9.93%
$39.52 - $51.92 $34.3K - $45.1K
7.88K $393K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.34K
- 3.56%
$49.93 - $51.15 $67.1K - $68.7K
36.4K $1.86M
CSGP
Costar Group, Inc.

Real Estate
-127
- 2.84%
$71.59 - $79.61 $9.09K - $10.1K
4.34K $327K
STXK
Ea Ser Tr Strive 2000 ETF
-1.31K
- 9.81%
N/A
12K $0
STXG
Ea Ser Tr Strive 1000 Growth E
-4.67K
- 12.76%
N/A
31.9K $0
STXV
Ea Ser Tr Strive 1000 Value Et
-4.33K
- 9.08%
N/A
43.3K $0
STRV
Ea Ser Tr Strive 500 ETF
-3.72K
- 12.13%
N/A
26.9K $0
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-4
- 0.16%
$91.37 - $101.65 $365 - $407
2.45K $248K
DAL
Delta Air Lines, Inc.

Industrials
-179
- 1.86%
$37.32 - $51.8 $6.68K - $9.27K
9.42K $478K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-39
- 0.77%
$85.03 - $94.56 $3.32K - $3.69K
5.04K $469K
UNIT
Uniti Group Inc.

Real Estate
-89
- 0.63%
$2.74 - $5.84 $244 - $520
14K $78K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-22
- 0.3%
$71.9 - $79.86 $1.58K - $1.76K
7.26K $577K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-86
- 0.48%
$61.11 - $67.85 $5.26K - $5.84K
17.7K $1.2M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-121
- 0.57%
$19.78 - $23.53 $2.39K - $2.85K
21K $486K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-30
- 0.34%
$77.23 - $87.97 $2.32K - $2.64K
8.73K $757K
URI
United Rentals, Inc.

Industrials
-19
- 3.53%
$627.41 - $814.1 $11.9K - $15.5K
520 $421K
VB
Vanguard Small Cap ETF

ETFs
-15
- 0.33%
$214.77 - $237.72 $3.22K - $3.57K
4.51K $1.07M
TTD
Trade Desk, Inc.

Technology
-70
- 0.8%
$83.08 - $110.79 $5.82K - $7.76K
8.64K $947K
SHOP
Shopify Inc.

Technology
-28
- 0.38%
$52.26 - $80.75 $1.46K - $2.26K
7.42K $594K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.3K
- 2.56%
$58.03 - $65.37 $75.7K - $85.2K
49.6K $3.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-432
- 0.86%
$46.9 - $51.96 $20.3K - $22.4K
49.7K $2.56M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-957
- 1.92%
$75.47 - $83.18 $72.2K - $79.6K
48.9K $4.06M
VOT
Vanguard Mid Cap Growth Index

ETFs
-79
- 0.46%
$218.05 - $243.47 $17.2K - $19.2K
17.2K $4.2M
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
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