Everhart Financial Group, Inc. Sells in Q4 2024

Everhart Financial Group, Inc.

  • $477 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
-434
- 4.66%
$114.45 - $127.21 $49.7K - $55.2K
8.89K $1.03M
IFF
International Flavors & Fragrances Inc

Basic Materials
-417
- 13.22%
$83.96 - $106.19 $35K - $44.3K
2.74K $231K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-110
- 6.45%
$232.27 - $300.43 $25.5K - $33K
1.6K $375K
DUK
Duke Energy Corp

Utilities
-314
- 4.03%
$105.76 - $120.76 $33.2K - $37.9K
7.48K $805K
SPGI
S&P Global Inc.

Financial Services
-84
- 3.87%
$480.36 - $529.17 $40.4K - $44.5K
2.09K $1.04M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-397
- 1.47%
$26.63 - $30.23 $10.6K - $12K
26.6K $709K
IDEV
Ishares Core Msci Intl Develop

ETFs
-615
- 10.62%
$64.18 - $70.42 $39.5K - $43.3K
5.18K $333K
FE
Firstenergy Corp

Utilities
-769
- 8.84%
$39.14 - $44.52 $30.1K - $34.2K
7.93K $315K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-523
- 2.49%
$20.55 - $23.26 $10.7K - $12.2K
20.5K $431K
A
Agilent Technologies, Inc.

Healthcare
-155
- 6.74%
$125.69 - $146.56 $19.5K - $22.7K
2.15K $288K
INTU
Intuit Inc

Technology
-100
- 4.05%
$602.01 - $706.25 $60.2K - $70.6K
2.37K $1.49M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-268
- 5.31%
$89.9 - $100.66 $24.1K - $27K
4.78K $431K
CB
Chubb LTD

Financial Services
-52
- 2.85%
$271.57 - $301.89 $14.1K - $15.7K
1.77K $489K
AGL
Agilon Health, Inc.

Healthcare
-49
- 0.27%
$1.57 - $3.67 $76.9 - $180
18.3K $34K
VO
Vanguard Mid Cap ETF

ETFs
-136
- 2.5%
$261.5 - $284.63 $35.6K - $38.7K
5.3K $1.4M
AIG
American International Group, Inc.

Financial Services
-384
- 4.32%
$70.0 - $79.22 $26.9K - $30.4K
8.51K $619K
SJM
J M Smucker CO

Consumer Defensive
-47
- 2.02%
$106.92 - $121.75 $5.03K - $5.72K
2.29K $251K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-83
- 0.88%
$88.59 - $94.57 $7.35K - $7.85K
9.38K $832K
MUB
Ishares National Muni Bond ETF

ETFs
-3
- 0.02%
$105.78 - $108.7 $317 - $326
13.5K $1.44M
HAL
Halliburton CO

Energy
-498
- 5.91%
$25.77 - $31.99 $12.8K - $15.9K
7.93K $215K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-596
- 3.69%
$25.3 - $26.31 $15.1K - $15.7K
15.6K $398K
MMM
3 M CO

Industrials
-25
- 0.9%
$124.74 - $137.12 $3.12K - $3.43K
2.75K $355K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-349
- 5.66%
N/A
5.82K $377K
HYG
Ishares Tr

ETFs
-112
- 2.95%
$78.09 - $80.04 $8.75K - $8.96K
3.69K $290K
SUB
Ishares Short Term National Mu

ETFs
-54
- 0.54%
$104.94 - $106.2 $5.67K - $5.73K
9.98K $1.05M
SYY
Sysco Corp

Consumer Defensive
-46
- 0.87%
$73.63 - $81.77 $3.39K - $3.76K
5.24K $400K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9
- 0.43%
$113.92 - $127.38 $1.03K - $1.15K
2.09K $241K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5
- 0.3%
$126.68 - $134.74 $633 - $674
1.64K $209K
MCO
Moodys Corp

Financial Services
-2
- 0.22%
$454.04 - $500.88 $908 - $1K
902 $426K
CWST
Casella Waste Systems Inc

Industrials
-236
- 6.51%
$97.5 - $113.93 $23K - $26.9K
3.39K $358K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2
- 0.05%
$61.68 - $67.87 $123 - $136
3.95K $245K
HEIA
Heico Crp Cl A
-46
- 1.62%
N/A
2.79K $0
LENB
Lennar Corporation Cl B
-31
- 1.93%
N/A
1.57K $0
Linde PLC
-163
- 8.08%
N/A
1.85K $0
STXV
Ea Ser Tr Strive 1000 Value Et
-64
- 0.15%
N/A
43.2K $0
STXG
Ea Ser Tr Strive 1000 Growth E
-169
- 0.53%
N/A
31.7K $0
STXK
Ea Ser Tr Strive 2000 ETF
-37
- 0.31%
N/A
12K $0
STRV
Ea Ser Tr Strive 500 ETF
-182
- 0.68%
N/A
26.8K $0
ROST
Ross Stores, Inc.

Consumer Cyclical
-8
- 0.25%
$138.59 - $156.61 $1.11K - $1.25K
3.21K $484K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-10
- 0.11%
$84.34 - $95.14 $843 - $951
8.72K $760K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-8
- 0.33%
$100.18 - $109.1 $801 - $873
2.44K $255K
XLK
Technology Sector Spdr

ETFs
-2
- 0.12%
$220.26 - $241.44 $441 - $483
1.63K $378K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8
- 0.53%
$481.22 - $538.17 $3.85K - $4.31K
1.49K $763K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-25
- 1.51%
$202.45 - $354.85 $5.06K - $8.87K
1.63K $502K
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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