Everhart Financial Group, Inc. Portfolio Holdings
Everhart Financial Group, Inc.
- $444 Million
- Q3 2024
Everhart Financial Group, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $444 Million distributed in 316 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 $35.6M, Nvidia Corp with a value of $22.2M, Apple Inc. with a value of $22.1M, Microsoft Corp with a value of $18.4M, and Schwab Strategic Tr Us Large C with a value of $12.5M.
Examining the 13F form we can see an increase of $64.1M in the current position value, from $380M to 444M.
Below you can find more details about Everhart Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$444 Million
ETFs: $161 Million
Technology: $98.8 Million
Financial Services: $35.4 Million
Healthcare: $30.9 Million
Consumer Cyclical: $29.2 Million
Communication Services: $24.7 Million
Industrials: $20.7 Million
Consumer Defensive: $17.9 Million
Other: $25.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 316
- Current Value $444 Million
- Prior Value $380 Million
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 40 stocks
- Additional Purchases 213 stocks
- Sold out of 0 stocks
- Reduced holdings in 56 stocks