All Stocks Held By Everhart Financial Group Inc.

As of 12/31/2023, we find all stocks held by Everhart Financial Group Inc. to be as follows, presented in the table below with each row detailing each Everhart Financial Group Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Everhart Financial Group Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Everhart Financial Group Inc. as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
VANGUARD INDEX FDS (VTI)	120,573	+1,298	$28,246
VTI	120,573	+1,298	$28,246
APPLE INC	65,034	+3,990	$12,521
AAPL	65,034	+3,990	$12,521
MICROSOFT CORP	30,360	+3,213	$11,416
MSFT	30,360	+3,213	$11,416
SCHWAB STRATEGIC TR	120,241	+250	$9,975
SCHG	120,241	+250	$9,975
SCHWAB STRATEGIC TR	164,511	-2,541	$9,158
SCHB	164,511	-2,541	$9,158
VANGUARD INDEX FDS (VTV)	59,674	+311	$8,921
VTV	59,674	+311	$8,921
VANGUARD INDEX FDS (VUG)	25,434	+560	$7,907
VUG	25,434	+560	$7,907
NVIDIA CORPORATION	13,785	+1,402	$6,827
NVDA	13,785	+1,402	$6,827
AMAZON COM INC	32,727	+2,587	$4,972
AMZN	32,727	+2,587	$4,972
VANGUARD INDEX FDS (VBR)	23,160	+557	$4,168
VBR	23,160	+557	$4,168
VANGUARD INTL EQUITY INDEX F (VWO)	100,582	+3,906	$4,134
VWO	100,582	+3,906	$4,134
SCHWAB STRATEGIC TR	51,977	-573	$3,957
SCHD	51,977	-573	$3,957
SCHWAB STRATEGIC TR	50,254	-1,824	$3,785
SCHM	50,254	-1,824	$3,785
VANGUARD INDEX FDS (VOT)	15,810	+432	$3,471
VOT	15,810	+432	$3,471
JPMORGAN CHASE & CO	20,017	+1,097	$3,405
JPM	20,017	+1,097	$3,405
SCHWAB STRATEGIC TR	47,730	+3,294	$3,346
SCHV	47,730	+3,294	$3,346
META PLATFORMS INC	9,340	+609	$3,306
META	9,340	+609	$3,306
VANGUARD INDEX FDS (VNQ)	37,266	+92	$3,293
VNQ	37,266	+92	$3,293
ISHARES TR (IWV)	12,007	+12,007	$3,287
IWV	12,007	+12,007	$3,287
PROCTER AND GAMBLE CO	21,283	+150	$3,119
PG	21,283	+150	$3,119
VANGUARD INDEX FDS (VBK)	12,125	+277	$2,931
VBK	12,125	+277	$2,931
ALPHABET INC	20,269	+848	$2,831
GOOGL	20,269	+848	$2,831
VANGUARD STAR FDS (VXUS)	48,270	+1,130	$2,798
VXUS	48,270	+1,130	$2,798
VANGUARD INDEX FDS (VOE)	19,225	+441	$2,788
VOE	19,225	+441	$2,788
TESLA INC	10,498	-680	$2,609
TSLA	10,498	-680	$2,609
ALPHABET INC	18,115	+984	$2,553
GOOG	18,115	+984	$2,553
BERKSHIRE HATHAWAY INC DEL			$2,492
BRK.B	6,988	+375	$2,492
VANGUARD BD INDEX FDS (BSV)	32,319	+22,673	$2,489
BSV	32,319	+22,673	$2,489
SCHWAB STRATEGIC TR	51,124	-2,410	$2,415
SCHA	51,124	-2,410	$2,415
ELI LILLY & CO	3,867	+260	$2,254
LLY	3,867	+260	$2,254
EXXON MOBIL CORP	20,776	-2,815	$2,077
XOM	20,776	-2,815	$2,077
UNITEDHEALTH GROUP INC	3,811	+549	$2,006
UNH	3,811	+549	$2,006
VANGUARD MUN BD FDS (VTEB)	38,822	+7,151	$1,982
VTEB	38,822	+7,151	$1,982
ISHARES TR (IWB)	7,234	+7,234	$1,897
IWB	7,234	+7,234	$1,897
VISA INC	7,202	+953	$1,875
V	7,202	+953	$1,875
BROADCOM INC	1,545	+235	$1,725
AVGO	1,545	+235	$1,725
COSTCO WHSL CORP NEW	2,456	+417	$1,621
COST	2,456	+417	$1,621
VANGUARD INDEX FDS (VOO)	3,612	-111	$1,578
VOO	3,612	-111	$1,578
ADOBE INC	2,519	+196	$1,503
ADBE	2,519	+196	$1,503
ISHARES TR (IVV)	2,924	+465	$1,397
IVV	2,924	+465	$1,397
ADVANCED MICRO DEVICES INC	8,990	+633	$1,325
AMD	8,990	+633	$1,325
HOME DEPOT INC	3,808	+659	$1,320
HD	3,808	+659	$1,320
SSGA ACTIVE ETF TR (ULST)	32,590	+406	$1,316
ULST	32,590	+406	$1,316
THE TRADE DESK INC	18,209	+2,432	$1,310
TTD	18,209	+2,432	$1,310
VANGUARD TAX MANAGED FDS (VEA)	26,273	-2,656	$1,258
VEA	26,273	-2,656	$1,258
MCDONALDS CORP	4,140	+916	$1,227
MCD	4,140	+916	$1,227
MASTERCARD INCORPORATED	2,866	+274	$1,222
MA	2,866	+274	$1,222
VANGUARD INDEX FDS (VO)	5,222	+298	$1,215
VO	5,222	+298	$1,215
PEPSICO INC	6,967	-654	$1,183
PEP	6,967	-654	$1,183
ISHARES TR (SUB)	11,064	-3,160	$1,166
SUB	11,064	-3,160	$1,166
ISHARES TR (IEFA)	16,252	-1,450	$1,143
IEFA	16,252	-1,450	$1,143
INTUIT	1,758	+223	$1,099
INTU	1,758	+223	$1,099
WALMART INC	6,936	+210	$1,093
WMT	6,936	+210	$1,093
JOHNSON & JOHNSON	6,872	-2,912	$1,077
JNJ	6,872	-2,912	$1,077
NETFLIX INC	2,173	+59	$1,058
NFLX	2,173	+59	$1,058
ABBVIE INC	6,637	-579	$1,029
ABBV	6,637	-579	$1,029
MERCK & CO INC	9,308	-732	$1,015
MRK	9,308	-732	$1,015
SALESFORCE INC	3,808	+208	$1,002
CRM	3,808	+208	$1,002
SCHWAB STRATEGIC TR	17,339	-8,472	$978
SCHX	17,339	-8,472	$978
CSX CORP	28,022	-99	$972
CSX	28,022	-99	$972
VANGUARD INDEX FDS (VB)	4,540	+438	$968
VB	4,540	+438	$968
ISHARES TR (MUB)	8,757	-7,794	$949
MUB	8,757	-7,794	$949
INTEL CORP	18,441	+639	$927
INTC	18,441	+639	$927
ACCENTURE PLC IRELAND	2,628	+466	$922
ACN	2,628	+466	$922
CADENCE DESIGN SYSTEM INC	3,285	+968	$895
CDNS	3,285	+968	$895
COMCAST CORP NEW	19,733	+3,761	$865
CMCSA	19,733	+3,761	$865
SYNOPSYS INC	1,674	+120	$862
SNPS	1,674	+120	$862
CHEVRON CORP NEW	5,422	-1,134	$809
CVX	5,422	-1,134	$809
EA SERIES TRUST	23,703	-214	$805
STXG	23,703	-214	$805
LOWES COS INC	3,573	+1,875	$795
LOW	3,573	+1,875	$795
SCHWAB STRATEGIC TR	31,994	+373	$793
SCHE	31,994	+373	$793
EA SERIES TRUST	29,516	-231	$787
STXV	29,516	-231	$787
EXP WORLD HLDGS INC	49,086	UNCH	$762
EXPI	49,086	UNCH	$762
ORACLE CORP	7,163	+96	$755
ORCL	7,163	+96	$755
SPDR SER TR (SLYV)	9,036	+63	$753
SLYV	9,036	+63	$753
LINCOLN ELEC HLDGS INC	3,420	+866	$744
LECO	3,420	+866	$744
APPLIED MATLS INC	4,509	+371	$731
AMAT	4,509	+371	$731
STRYKER CORPORATION	2,442	+114	$731
SYK	2,442	+114	$731
HUNTINGTON BANCSHARES INC (HBAN)	56,873	+3,711	$723
HBAN	56,873	+3,711	$723
CISCO SYS INC	14,275	-2,581	$721
CSCO	14,275	-2,581	$721
SCHWAB STRATEGIC TR	15,417	UNCH	$710
SCHK	15,417	UNCH	$710
ROYAL CARIBBEAN GROUP	5,435	+426	$704
RCL	5,435	+426	$704
INTERNATIONAL BUSINESS MACHS	4,197	+310	$686
IBM	4,197	+310	$686
BOOKING HOLDINGS INC	191	+25	$678
BKNG	191	+25	$678
ITT INC	5,618	+1,427	$670
ITT	5,618	+1,427	$670
SERVICENOW INC	948	+142	$670
NOW	948	+142	$670
BANK AMERICA CORP	19,795	-2,983	$667
BAC	19,795	-2,983	$667
VANGUARD INTL EQUITY INDEX F (VSS)	5,781	+151	$665
VSS	5,781	+151	$665
SPDR S&P 500 ETF TR (SPY)	1,396	-284	$663
SPY	1,396	-284	$663
INTUITIVE SURGICAL INC	1,951	+501	$658
ISRG	1,951	+501	$658
PALO ALTO NETWORKS INC	2,178	+837	$642
PANW	2,178	+837	$642
COCA COLA CO	10,440	-3,311	$641
KO	10,440	-3,311	$641
VANGUARD BD INDEX FDS (BIV)	8,164	-5,444	$624
BIV	8,164	-5,444	$624
S&P GLOBAL INC	1,369	+610	$603
SPGI	1,369	+610	$603
EA SERIES TRUST	19,717	-198	$603
STRV	19,717	-198	$603
MARATHON PETE CORP	4,014	-50	$596
MPC	4,014	-50	$596
ABBOTT LABS	5,311	-219	$585
ABT	5,311	-219	$585
QUANTA SVCS INC	2,705	-92	$584
PWR	2,705	-92	$584
AT&T INC	34,579	+19,490	$580
T	34,579	+19,490	$580
GENERAL ELECTRIC CO	4,512	+195	$576
GE	4,512	+195	$576
SHOPIFY INC	7,291	+7,291	$568
SHOP	7,291	+7,291	$568
SPDR SER TR (HYMB)	22,194	-2,085	$562
HYMB	22,194	-2,085	$562
LENNAR CORP	3,714	+46	$554
LEN	3,714	+46	$554
SPDR SER TR (MDYV)	7,556	-14	$554
MDYV	7,556	-14	$554
BOEING CO	2,094	-1,822	$546
BA	2,094	-1,822	$546
NVENT ELECTRIC PLC	9,009	+941	$532
NVT	9,009	+941	$532
AUTOZONE INC	205	+3	$530
AZO	205	+3	$530
AMGEN INC	1,828	+214	$527
AMGN	1,828	+214	$527
SCHWAB STRATEGIC TR	14,000	+7,974	$517
SCHF	14,000	+7,974	$517
DUKE ENERGY CORP NEW	5,306	+1,218	$515
DUK	5,306	+1,218	$515
CINTAS CORP	841	+60	$507
CTAS	841	+60	$507
IDEXX LABS INC	912	+132	$506
IDXX	912	+132	$506
ISHARES TR (USMV)	6,394	-1,572	$499
USMV	6,394	-1,572	$499
MCKESSON CORP	1,076	+17	$498
MCK	1,076	+17	$498
CATERPILLAR INC	1,676	-36	$496
CAT	1,676	-36	$496
NORFOLK SOUTHN CORP	2,072	-37	$490
NSC	2,072	-37	$490
TJX COS INC NEW	5,107	+360	$479
TJX	5,107	+360	$479
VERTEX PHARMACEUTICALS INC	1,167	+53	$475
VRTX	1,167	+53	$475
SCHWAB STRATEGIC TR	22,816	+3,359	$473
SCHH	22,816	+3,359	$473
HUBBELL INC	1,435	+14	$472
HUBB	1,435	+14	$472
US BANCORP DEL	10,676	+3,304	$462
USB	10,676	+3,304	$462
STARBUCKS CORP	4,800	+631	$461
SBUX	4,800	+631	$461
CONOCOPHILLIPS	3,965	+3,965	$460
COP	3,965	+3,965	$460
AMERICAN INTL GROUP INC	6,775	+1,629	$459
AIG	6,775	+1,629	$459
DISNEY WALT CO	5,055	+5,055	$456
DIS	5,055	+5,055	$456
PROLOGIS INC.	3,384	+288	$451
PLD	3,384	+288	$451
VANGUARD BD INDEX FDS (BND)	6,111	-12,172	$450
BND	6,111	-12,172	$450
ELEVANCE HEALTH INC	948	+34	$447
ELV	948	+34	$447
LOCKHEED MARTIN CORP	985	+85	$446
LMT	985	+85	$446
SPOTIFY TECHNOLOGY S A	2,365	+214	$444
SPOT	2,365	+214	$444
SPDR SER TR (SLYG)	5,272	+350	$441
SLYG	5,272	+350	$441
STAG INDL INC	11,235	+744	$441
STAG	11,235	+744	$441
BOSTON SCIENTIFIC CORP	7,571	+1,043	$438
BSX	7,571	+1,043	$438
TRANSDIGM GROUP INC	429	+49	$434
TDG	429	+49	$434
NEW YORK CMNTY BANCORP INC	41,722	-9,434	$427
NYCB	41,722	-9,434	$427
UBER TECHNOLOGIES INC	6,803	+6,803	$419
UBER	6,803	+6,803	$419
PHILLIPS 66	3,099	+307	$413
PSX	3,099	+307	$413
WELLS FARGO CO NEW	8,298	-561	$408
WFC	8,298	-561	$408
GOLDMAN SACHS GROUP INC	1,051	+234	$405
GS	1,051	+234	$405
ISHARES INC (IEMG)	7,913	+376	$400
IEMG	7,913	+376	$400
COPART INC	7,830	+715	$384
CPRT	7,830	+715	$384
SCHWAB STRATEGIC TR	11,209	UNCH	$378
FNDF	11,209	UNCH	$378
WELLTOWER INC	4,146	+599	$374
WELL	4,146	+599	$374
ARES MANAGEMENT CORPORATION	3,119	+338	$371
ARES	3,119	+338	$371
PULTE GROUP INC	3,565	+467	$368
PHM	3,565	+467	$368
SCHLUMBERGER LTD	7,074	-76	$368
SLB	7,074	-76	$368
CENCORA INC	2,039	+202	$367
ABC	2,039	+202	$367
BLACKROCK INC	450	+14	$365
BLK	450	+14	$365
OCCIDENTAL PETE CORP	6,091	-1,366	$364
OXY	6,091	-1,366	$364
LINDE PLC	885	+312	$363
LIN	885	+312	$363
REGENERON PHARMACEUTICALS	411	+23	$361
REGN	411	+23	$361
HILTON WORLDWIDE HLDGS INC	1,972	+260	$359
HLT	1,972	+260	$359
RUSH ENTERPRISES INC	6,756	+174	$358
RUSHB	6,756	+174	$358
SPDR SER TR (BIL)	3,907	-55	$357
BIL	3,907	-55	$357
OGE ENERGY CORP	10,212	+3,520	$357
OGE	10,212	+3,520	$357
AMERICAN EXPRESS CO	1,902	-515	$356
AXP	1,902	-515	$356
LAM RESEARCH CORP	455	+58	$356
LRCX	455	+58	$356
CHIPOTLE MEXICAN GRILL INC	152	+16	$348
CMG	152	+16	$348
DEERE & CO	867	-175	$347
DE	867	-175	$347
VANECK ETF TRUST (HYD)	6,727	-2,302	$347
HYD	6,727	-2,302	$347
FIRST BUSEY CORP	13,819	+2,502	$343
BUSE	13,819	+2,502	$343
HONEYWELL INTL INC	1,615	-14	$339
HON	1,615	-14	$339
UNION PAC CORP	1,356	+229	$333
UNP	1,356	+229	$333
PRIMERICA INC	1,614	+69	$332
PRI	1,614	+69	$332
CNO FINL GROUP INC	11,874	+963	$331
CNO	11,874	+963	$331
DARLING INGREDIENTS INC	6,645	+7	$331
DAR	6,645	+7	$331
PHILIP MORRIS INTL INC	3,522	-1,847	$331
PM	3,522	-1,847	$331
SUPER MICRO COMPUTER INC	1,158	+1,158	$329
SMCI	1,158	+1,158	$329
CHUBB LIMITED	1,419	+129	$321
CB	1,419	+129	$321
COSTAR GROUP INC	3,641	+184	$318
CSGP	3,641	+184	$318
ISHARES TR (IWR)	4,063	+4,063	$316
IWR	4,063	+4,063	$316
OLD REP INTL CORP	10,671	+3,052	$314
ORI	10,671	+3,052	$314
SPDR SER TR (SDY)	2,505	-71	$313
SDY	2,505	-71	$313
AUTOMATIC DATA PROCESSING IN	1,335	-249	$311
ADP	1,335	-249	$311
FORTUNE BRANDS INNOVATIONS I	4,076	+178	$310
FBIN	4,076	+178	$310
SPLUNK INC	2,037	+176	$310
SPLK	2,037	+176	$310
DUPONT DE NEMOURS INC	4,015	-437	$309
DD	4,015	-437	$309
UNITED RENTALS INC	532	UNCH	$305
URI	532	UNCH	$305
LULULEMON ATHLETICA INC	589	+589	$301
LULU	589	+589	$301
MONGODB INC	733	+39	$300
MDB	733	+39	$300
DELTA AIR LINES INC DEL	7,393	+242	$297
DAL	7,393	+242	$297
ANALOG DEVICES INC	1,480	-85	$294
ADI	1,480	-85	$294
NEXTERA ENERGY INC	4,840	+363	$294
NEE	4,840	+363	$294
AIR PRODS & CHEMS INC	1,066	-193	$292
APD	1,066	-193	$292
QUALCOMM INC	2,005	+2,005	$290
QCOM	2,005	+2,005	$290
CAMPBELL SOUP CO	6,684	+6,684	$289
CPB	6,684	+6,684	$289
WILLIAMS COS INC	8,224	+1,690	$286
WMB	8,224	+1,690	$286
SHERWIN WILLIAMS CO	913	+103	$285
SHW	913	+103	$285
INVESCO QQQ TR	688	+688	$282
QQQ	688	+688	$282
MICRON TECHNOLOGY INC	3,296	+3,296	$281
MU	3,296	+3,296	$281
NIKE INC	2,582	+471	$280
NKE	2,582	+471	$280
GLOBE LIFE INC	2,276	+2,276	$277
GL	2,276	+2,276	$277
CVS HEALTH CORP	3,482	-138	$275
CVS	3,482	-138	$275
SCHWAB CHARLES CORP	3,990	-889	$275
SCHW	3,990	-889	$275
SELECT SECTOR SPDR TR (XLK)	1,429	+1,429	$275
XLK	1,429	+1,429	$275
CME GROUP INC	1,295	+159	$273
CME	1,295	+159	$273
DOORDASH INC	2,728	+2,728	$270
DASH	2,728	+2,728	$270
RTX CORPORATION	3,211	+3,211	$270
RTX	3,211	+3,211	$270
HANOVER INS GROUP INC	2,213	+2,213	$269
THG	2,213	+2,213	$269
MADRIGAL PHARMACEUTICALS INC	1,143	+1,143	$264
MDGL	1,143	+1,143	$264
FISERV INC	1,969	+1,969	$262
FI	1,969	+1,969	$262
PARKER HANNIFIN CORP	569	+35	$262
PH	569	+35	$262
FREEPORT MCMORAN INC	6,074	+333	$259
FCX	6,074	+333	$259
SPDR SER TR (SPYV)	5,531	+383	$258
SPYV	5,531	+383	$258
SIMON PPTY GROUP INC NEW	1,805	+1,805	$257
SPG	1,805	+1,805	$257
ZOETIS INC	1,302	-105	$257
ZTS	1,302	-105	$257
AGILON HEALTH INC	20,088	-2,268	$252
AGL	20,088	-2,268	$252
VISHAY INTERTECHNOLOGY INC	10,468	-319	$251
VSH	10,468	-319	$251
UNIVEST FINANCIAL CORPORATIO	11,287	+345	$249
UVSP	11,287	+345	$249
CHENIERE ENERGY INC	1,424	+1,424	$243
LNG	1,424	+1,424	$243
AON PLC	826	-50	$240
AON	826	-50	$240
EA SERIES TRUST	8,227	-36	$239
STXK	8,227	-36	$239
HEICO CORP NEW			$238
HEI.A	1,668	+1,668	$238
NISOURCE INC	8,913	-4,345	$237
NI	8,913	-4,345	$237
CROWDSTRIKE HLDGS INC	914	+914	$233
CRWD	914	+914	$233
SPDR DOW JONES INDL AVERAGE (DIA)	618	+618	$233
DIA	618	+618	$233
THERMO FISHER SCIENTIFIC INC	436	-312	$231
TMO	436	-312	$231
TRANE TECHNOLOGIES PLC	945	+945	$230
TT	945	+945	$230
VERIZON COMMUNICATIONS INC	6,096	-256	$230
VZ	6,096	-256	$230
WESTERN DIGITAL CORP.	4,377	+4,377	$229
WDC	4,377	+4,377	$229
CENTENE CORP DEL	3,075	+3,075	$228
CNC	3,075	+3,075	$228
DANAHER CORPORATION	983	-335	$227
DHR	983	-335	$227
IDACORP INC	2,307	+2,307	$227
IDA	2,307	+2,307	$227
PRUDENTIAL FINL INC	2,175	+2,175	$226
PRU	2,175	+2,175	$226
MATTHEWS INTL CORP	6,132	-661	$225
MATW	6,132	-661	$225
PALANTIR TECHNOLOGIES INC	12,730	+734	$219
PLTR	12,730	+734	$219
VANGUARD WORLD FD (ESGV)	2,561	+2,561	$218
ESGV	2,561	+2,561	$218
FORD MTR CO DEL	17,866	+6,345	$218
F	17,866	+6,345	$218
ISHARES TR (IWM)	1,084	+1,084	$218
IWM	1,084	+1,084	$218
WORKDAY INC	786	+786	$217
WDAY	786	+786	$217
THE CIGNA GROUP	722	-361	$216
CI	722	-361	$216
WISDOMTREE TR	3,032	+3,032	$213
DGRW	3,032	+3,032	$213
AKAMAI TECHNOLOGIES INC	1,777	+1,777	$210
AKAM	1,777	+1,777	$210
TEXAS INSTRS INC	1,204	-940	$205
TXN	1,204	-940	$205
WENDYS CO	10,248	UNCH	$200
WEN	10,248	UNCH	$200
HOPE BANCORP INC	16,340	+16,340	$197
HOPE	16,340	+16,340	$197
LIONS GATE ENTMNT CORP			$159
LGF.A	14,557	+14,557	$159
CUSHMAN WAKEFIELD PLC	13,724	+13,724	$148
CWK	13,724	+13,724	$148
LL FLOORING HOLDINGS INC	12,019	UNCH	$47
LL	12,019	UNCH	$47
PETCO HEALTH & WELLNESS CO I	12,998	+12,998	$41
WOOF	12,998	+12,998	$41
AMERICAN WTR WKS CO INC NEW			$0 (exited)
AWK	0	-2,260	$0
BECTON DICKINSON & CO			$0 (exited)
BDX	0	-907	$0
CLOROX CO DEL			$0 (exited)
CLX	0	-1,624	$0
ISHARES TR			$0 (exited)
EFAV	0	-4,009	$0
FISERV INC			$0 (exited)
FISV	0	-1,858	$0
HALLIBURTON CO			$0 (exited)
HAL	0	-5,253	$0
INVESCO EXCH TRADED FD TR II			$0 (exited)
IDLV	0	-8,044	$0
KROGER CO			$0 (exited)
KR	0	-4,555	$0
MORGAN STANLEY			$0 (exited)
MS	0	-4,734	$0
NOKIA CORP			$0 (exited)
NOK	0	-20,134	$0
RIVIAN AUTOMOTIVE INC			$0 (exited)
RIVN	0	-11,653	$0
HOSTESS BRANDS INC	0	-12,194	$0 (exited)
TWNK	0	-12,194	$0

See Summary: Everhart Financial Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Everhart Financial Group Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IWV	+12,007	+$3,287
IWB	+7,234	+$1,897
SHOP	+7,291	+$568
COP	+3,965	+$460
DIS	+5,055	+$456
UBER	+6,803	+$419
SMCI	+1,158	+$329
IWR	+4,063	+$316
LULU	+589	+$301
QCOM	+2,005	+$290

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
TWNK	-12,194	-$406
MS	-4,734	-$387
RIVN	-11,653	-$283
AWK	-2,260	-$280
EFAV	-4,009	-$261
BDX	-907	-$234
HAL	-5,253	-$213
CLX	-1,624	-$213
IDLV	-8,044	-$210
FISV	-1,858	-$210

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BSV	+22,673	+$1,764
T	+19,490	+$353
SCHF	+7,974	+$312
VTEB	+7,151	+$459
F	+6,345	+$75
AAPL	+3,990	+$2,070
VWO	+3,906	+$346
CMCSA	+3,761	+$157
HBAN	+3,711	+$215
OGE	+3,520	+$134

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
BND	-12,172	-$826
NYCB	-9,434	-$153
SCHX	-8,472	-$328
MUB	-7,794	-$748
BIV	-5,444	-$360
NI	-4,345	-$90
KO	-3,311	-$129
SUB	-3,160	-$297
BAC	-2,983	+$43

Everhart Financial Group Inc. Info

Size ($ in 1000's)
At 12/31/2023: $282,219
At 09/30/2023: $236,040

Everhart Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Everhart Financial Group Inc. 13F filings. Link to 13F filings: SEC filings

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