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
WDAY
Workday, Inc.

Technology
5
+ 0.38%
$233.85 - $279.91 $1.17K - $1.4K
1.31K $338K
CSGP
Costar Group, Inc.

Real Estate
484
+ 11.14%
$69.7 - $81.97 $33.7K - $39.7K
4.83K $345K
IEMG
Ishares Inc

ETFs
326
+ 2.22%
N/A
15K $806K
FISV
Fiserv Inc

Technology
131
+ 2.88%
N/A
4.69K $586K
ABT
Abbott Laboratories

Healthcare
221
+ 2.19%
$111.93 - $119.39 $24.7K - $26.4K
10.3K $1.17M
PH
Parker Hannifin Corp

Industrials
18
+ 1.89%
$621.74 - $709.46 $11.2K - $12.8K
968 $615K
IYW
Ishares Dj Us Tech ETF

ETFs
9
+ 0.52%
$148.14 - $166.23 $1.33K - $1.5K
1.75K $278K
LECO
Lincoln Electric Holdings Inc

Industrials
161
+ 4.0%
$187.47 - $219.94 $30.2K - $35.4K
4.19K $785K
ABC
Amerisourcebergen Corp

Healthcare
61
+ 2.02%
N/A
3.08K $569K
RGLD
Royal Gold Inc

Basic Materials
194
+ 10.74%
$131.05 - $154.26 $25.4K - $29.9K
2K $263K
PCG
Pg&E Corp

Utilities
159
+ 1.41%
$19.2 - $21.63 $3.05K - $3.44K
11.4K $230K
WELL
Welltower Inc.

Real Estate
152
+ 2.57%
$123.11 - $139.3 $18.7K - $21.2K
6.07K $764K
CF
Cf Industries Holdings, Inc.

Basic Materials
91
+ 3.61%
$81.39 - $94.14 $7.41K - $8.57K
2.61K $222K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
105
+ 2.77%
$65.67 - $69.79 $6.9K - $7.33K
3.9K $261K
PGR
Progressive Corp

Financial Services
217
+ 6.52%
$239.6 - $268.88 $52K - $58.3K
3.55K $849K
PRU
Prudential Financial Inc

Financial Services
149
+ 3.02%
$114.59 - $129.52 $17.1K - $19.3K
5.08K $602K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4
+ 0.06%
$78.43 - $87.17 $314 - $349
7.27K $582K
FIS
Fidelity National Information Services, Inc.

Technology
311
+ 4.52%
$80.14 - $90.95 $24.9K - $28.3K
7.19K $580K
WDC
Western Digital Corp

Technology
1.12K
+ 14.78%
$59.62 - $73.43 $66.7K - $82.2K
8.69K $518K
Ge Vernova Inc
368
+ 11.01%
N/A
3.71K $0
Blackrock Inc
197
New
N/A
197 $0
Arista Networks Inc
2.26K
New
N/A
2.26K $0
Lazard Inc
773
+ 9.98%
N/A
8.52K $0
HYD
Vaneck High Yield Muni ETF

ETFs
112
+ 1.86%
$51.09 - $53.06 $5.72K - $5.94K
6.13K $318K
HOPE
Hope Bancorp Inc

Financial Services
319
+ 0.78%
$12.08 - $14.35 $3.85K - $4.58K
41.4K $509K
WAL
Western Alliance Bancorporation

Financial Services
7
+ 0.25%
$80.51 - $96.1 $564 - $673
2.77K $231K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
52
+ 3.5%
$131.66 - $144.0 $6.85K - $7.49K
1.54K $203K
AVB
Avalonbay Communities Inc

Real Estate
5
+ 0.24%
$216.28 - $237.81 $1.08K - $1.19K
2.06K $453K
HIW
Highwoods Properties, Inc.

Real Estate
660
+ 5.97%
$29.37 - $36.37 $19.4K - $24K
11.7K $358K
TT
Trane Technologies PLC

Industrials
91
+ 3.62%
$369.35 - $419.14 $33.6K - $38.1K
2.61K $963K
SHW
Sherwin Williams CO

Basic Materials
133
+ 8.94%
$338.75 - $399.71 $45.1K - $53.2K
1.62K $550K
DAR
Darling Ingredients Inc.

Consumer Defensive
52
+ 0.8%
$33.0 - $43.05 $1.72K - $2.24K
6.53K $220K
KLAC
Kla Corp

Technology
35
+ 10.48%
$614.46 - $829.55 $21.5K - $29K
369 $232K
LOW
Lowes Companies Inc

Consumer Cyclical
232
+ 6.42%
$244.52 - $284.07 $56.7K - $65.9K
3.85K $949K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.18%
$234.32 - $261.43 $703 - $784
1.67K $391K
SNPS
Synopsys Inc

Technology
10
+ 0.49%
$485.36 - $588.0 $4.85K - $5.88K
2.05K $995K
CEG
Constellation Energy Corp

Utilities
84
+ 4.91%
$224.28 - $285.52 $18.8K - $24K
1.8K $403K
PSX
Phillips 66

Energy
111
+ 3.16%
$110.35 - $138.93 $12.2K - $15.4K
3.62K $412K
CAT
Caterpillar Inc

Industrials
156
+ 4.05%
$360.37 - $416.88 $56.2K - $65K
4.01K $1.46M
URI
United Rentals, Inc.

Industrials
3
+ 0.58%
$704.44 - $880.32 $2.11K - $2.64K
523 $368K
VNQ
Vanguard Specialized Funds Van

ETFs
2.69K
+ 7.52%
$87.85 - $98.6 $237K - $266K
38.5K $3.43M
DD
Du Pont De Nemours, Inc.

Basic Materials
393
+ 5.66%
$75.95 - $88.05 $29.8K - $34.6K
7.34K $559K
GE
General Electric CO

Industrials
738
+ 8.54%
$159.95 - $194.23 $118K - $143K
9.38K $1.56M
BUSE
First Busey Corp

Financial Services
46
+ 0.16%
$23.57 - $27.55 $1.08K - $1.27K
28.8K $679K
MU
Micron Technology Inc

Technology
307
+ 6.08%
$84.16 - $113.41 $25.8K - $34.8K
5.36K $450K
FCX
Freeport Mcmoran Inc

Basic Materials
138
+ 1.75%
$38.08 - $50.82 $5.26K - $7.01K
8.01K $305K
CTAS
Cintas Corp

Industrials
129
+ 2.61%
$182.7 - $226.47 $23.6K - $29.2K
5.07K $926K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.4K
+ 79.89%
$18.41 - $40.87 $191K - $425K
23.4K $433K
IEFA
Ishares Tr

ETFs
834
+ 3.81%
$70.06 - $77.43 $58.4K - $64.6K
22.7K $1.6M
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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