Everhart Financial Group, Inc. Portfolio Holdings
Everhart Financial Group, Inc.
- $477 Million
- Q4 2024
Everhart Financial Group, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $477 Million distributed in 309 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 $37.8M, Apple Inc. with a value of $27.2M, Nvidia Corp with a value of $26.7M, Microsoft Corp with a value of $20.3M, and Schwab Strategic Tr Us Large C with a value of $13M.
Examining the 13F form we can see an increase of $32.7M in the current position value, from $444M to 477M.
Below you can find more details about Everhart Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$477 Million
ETFs: $173 Million
Technology: $114 Million
Financial Services: $40.3 Million
Consumer Cyclical: $35.2 Million
Communication Services: $31.5 Million
Healthcare: $24.1 Million
Industrials: $20.4 Million
Consumer Defensive: $17.2 Million
Other: $21.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 309
- Current Value $477 Million
- Prior Value $444 Million
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 19 stocks
- Additional Purchases 186 stocks
- Sold out of 0 stocks
- Reduced holdings in 95 stocks