Everhart Financial Group, Inc. Portfolio Holdings
Everhart Financial Group, Inc.
- $380 Million
- Q2 2024
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
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