Everhart Financial Group, Inc. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $380 Million distributed in 293 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32.7M, Nvidia Corp with a value of $20.8M, Apple Inc. with a value of $17.7M, Microsoft Corp with a value of $17.1M, and Schwab Strategic Tr Us Large C with a value of $11.9M.

Examining the 13F form we can see an increase of $40.7M in the current position value, from $340M to 380M.

Below you can find more details about Everhart Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $380 Million
ETFs: $146 Million
Technology: $86.6 Million
Financial Services: $26.6 Million
Healthcare: $26.2 Million
Consumer Cyclical: $24.1 Million
Communication Services: $21.4 Million
Industrials: $15 Million
Consumer Defensive: $14.7 Million
Other: $20 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 293
  • Current Value $380 Million
  • Prior Value $340 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 32 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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