Everhart Financial Group, Inc. Purchases in Q4 2024

Everhart Financial Group, Inc.

  • $477 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
652
+ 16.44%
$77.25 - $91.3 $50.4K - $59.5K
4.62K $394K
CLX
Clorox CO

Consumer Defensive
526
+ 25.92%
$156.51 - $169.74 $82.3K - $89.3K
2.56K $414K
KR
Kroger CO

Consumer Defensive
908
+ 12.21%
$55.21 - $63.3 $50.1K - $57.5K
8.34K $510K
BKE
Buckle Inc

Consumer Cyclical
609
+ 8.08%
$41.32 - $54.08 $25.2K - $32.9K
8.15K $414K
TTWO
Take Two Interactive Software Inc

Communication Services
122
+ 6.3%
$147.66 - $190.46 $18K - $23.2K
2.06K $379K
LNG
Cheniere Energy, Inc.

Energy
93
+ 5.19%
$181.07 - $225.92 $16.8K - $21K
1.88K $404K
VB
Vanguard Small Cap ETF

ETFs
264
+ 5.85%
$233.76 - $261.58 $61.7K - $69.1K
4.78K $1.15M
TJX
Tjx Companies Inc

Consumer Cyclical
360
+ 3.54%
$112.15 - $127.2 $40.4K - $45.8K
10.5K $1.27M
UVSP
Univest Financial Corp

Financial Services
1.32K
+ 5.01%
$26.85 - $32.21 $35.4K - $42.5K
27.6K $815K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.35%
$570.51 - $610.59 $10.3K - $11K
5.18K $3.05M
IDA
Idacorp Inc

Utilities
395
+ 9.04%
$100.11 - $118.96 $39.5K - $47K
4.77K $520K
CME
Cme Group Inc.

Financial Services
194
+ 10.62%
$221.17 - $246.02 $42.9K - $47.7K
2.02K $469K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
28
+ 0.7%
$521.84 - $558.82 $14.6K - $15.6K
4.01K $2.16M
GM
General Motors CO

Consumer Cyclical
13
+ 0.19%
$44.82 - $60.2 $583 - $783
6.92K $368K
NVT
N Vent Electric PLC

Industrials
1.2K
+ 10.67%
$67.69 - $79.19 $81.3K - $95.1K
12.5K $848K
ORCL
Oracle Corp

Technology
605
+ 4.96%
$165.41 - $192.43 $100K - $116K
12.8K $2.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.8K
+ 11.68%
$58.88 - $64.8 $341K - $376K
55.4K $3.27M
KEYS
Keysight Technologies, Inc.

Technology
312
+ 22.14%
$149.01 - $172.53 $46.5K - $53.8K
1.72K $276K
VZ
Verizon Communications Inc

Communication Services
3.21K
+ 20.53%
$39.6 - $45.21 $127K - $145K
18.9K $753K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
721
+ 23.78%
$80.93 - $85.66 $58.4K - $61.8K
3.75K $303K
SPG
Simon Property Group Inc

Real Estate
229
+ 6.88%
$167.23 - $183.84 $38.3K - $42.1K
3.56K $612K
AZO
Autozone Inc

Consumer Cyclical
11
+ 4.2%
$2981.19 - $3370.27 $32.8K - $37.1K
273 $874K
IVW
Ishares S&P 500 Growth ETF

ETFs
92
+ 1.39%
$94.43 - $105.47 $8.69K - $9.7K
6.7K $680K
HD
Home Depot, Inc.

Consumer Cyclical
332
+ 6.58%
$385.02 - $431.37 $128K - $143K
5.38K $2.09M
OGE
Oge Energy Corp.

Utilities
1.07K
+ 8.01%
$39.65 - $44.08 $42.5K - $47.3K
14.5K $596K
CNO
Cno Financial Group, Inc.

Financial Services
233
+ 1.32%
$34.0 - $40.5 $7.92K - $9.44K
17.9K $664K
NDAQ
Nasdaq, Inc.

Financial Services
234
+ 3.87%
$70.87 - $83.05 $16.6K - $19.4K
6.27K $484K
THG
Hanover Insurance Group, Inc.

Financial Services
132
+ 3.91%
$144.81 - $165.01 $19.1K - $21.8K
3.51K $542K
HUBB
Hubbell Inc

Industrials
137
+ 7.88%
$418.89 - $472.12 $57.4K - $64.7K
1.88K $785K
RLI
Rli Corp

Financial Services
148
+ 9.97%
$151.91 - $180.89 $22.5K - $26.8K
1.63K $269K
ITT
Itt Inc.

Industrials
617
+ 8.03%
$140.12 - $159.62 $86.5K - $98.5K
8.3K $1.19M
ACN
Accenture PLC

Technology
126
+ 3.42%
$343.9 - $376.86 $43.3K - $47.5K
3.81K $1.34M
AON
Aon PLC

Financial Services
74
+ 11.09%
$344.14 - $393.31 $25.5K - $29.1K
741 $266K
HOMB
Home Bancshares Inc

Financial Services
409
+ 2.08%
$26.0 - $32.09 $10.6K - $13.1K
20.1K $567K
ORI
Old Republic International Corp

Financial Services
620
+ 3.82%
$34.4 - $38.98 $21.3K - $24.2K
16.8K $609K
PRI
Primerica, Inc.

Financial Services
65
+ 2.49%
$265.71 - $304.93 $17.3K - $19.8K
2.68K $726K
HWM
Howmet Aerospace Inc.

Industrials
49
+ 2.06%
$99.72 - $120.09 $4.89K - $5.88K
2.43K $265K
IWM
Ishares Russell 2000 ETF

ETFs
117
+ 4.86%
$216.13 - $242.4 $25.3K - $28.4K
2.53K $558K
VBR
Vanguard Small Cap Value ETF

ETFs
464
+ 1.82%
$197.36 - $217.3 $91.6K - $101K
25.9K $5.14M
TMUS
T Mobile Us, Inc.

Communication Services
37
+ 2.85%
$206.1 - $246.94 $7.63K - $9.14K
1.34K $294K
USB
Us Bancorp \De\

Financial Services
68
+ 0.64%
$43.98 - $53.66 $2.99K - $3.65K
10.7K $509K
ADSK
Autodesk, Inc.

Technology
98
+ 6.11%
N/A
1.7K $418K
APD
Air Products & Chemicals, Inc.

Basic Materials
110
+ 10.09%
$285.5 - $335.62 $31.4K - $36.9K
1.2K $348K
SYK
Stryker Corp

Healthcare
75
+ 2.37%
$345.14 - $392.15 $25.9K - $29.4K
3.25K $1.17M
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.06%
$69.42 - $93.29 $139 - $187
3.54K $279K
APH
Amphenol Corp

Technology
109
+ 3.27%
$62.07 - $75.35 $6.77K - $8.21K
3.44K $239K
SCHX
Schwab Strategic Tr Us Large C

ETFs
35.1K
+ 197.95%
$22.4 - $68.28 $787K - $2.4M
52.9K $1.23M
NLOK
Norton Life Lock Inc.

Technology
950
+ 7.38%
N/A
13.8K $297K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
15.3K
+ 100.0%
$27.45 - $55.56 $420K - $849K
30.6K $865K
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
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