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CIK: 0001852858
Total reported value
$1.6B
$1.6B
293 檔
6.1%
The Q2 2024 SEC filing reveals that Everhart Financial Group, Inc. held a total portfolio value of $1.6B, covering 293 public equity positions.
During Q2 2024, Everhart Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.39% | -0.27% | -0.91% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.39% | +0.44% | +1004.44% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | +0.60% | +11.23% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.43% | -0.28% | +14.11% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.08% | — | -1.19% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.66% | -0.02% | -0.32% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.63% | -0.21% | -3.92% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.58% | +1.06% | -5.38% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.06% | +14.48% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | +0.21% | +11.26% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | -0.05% | +14.07% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | -0.02% | +28.95% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | -0.05% | +14.95% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.21% | -0.06% | +5.92% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.19% | -0.05% | +2.74% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | — | +4.89% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | -0.02% | +10.82% | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.03% | -0.01% | +3.79% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.01% | -0.03% | +0.35% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.01% | +10.07% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | -0.01% | -4.01% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.92% | -0.04% | +1.76% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.88% | -0.09% | +3.78% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.35% | EXIT | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | -0.09% | +22.22% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.84% | +0.07% | +2.07% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.80% | -0.12% | +0.68% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.80% | -0.02% | +0.84% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.04% | +10.01% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.12% | +20.51% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | -0.02% | -0.67% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.60% | -0.01% | +1.25% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.02% | +8.59% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | +9.26% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.07% | -6.36% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | -0.02% | -3.15% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.49% | — | -1.17% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | +0.04% | +9.84% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.02% | +9.22% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.07% | +11.88% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | +30.05% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | +0.02% | +12.13% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | +0.02% | +11.76% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.03% | +15.82% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.39% | +0.01% | +16.13% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.05% | +7.64% | |
| 47 | STXG | Strive 1000 Growth ETF | ETF-Other | 0.38% | -0.02% | +54.82% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | — | +12.46% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.37% | -0.15% | +7.26% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.36% | +0.01% | -3.36% |
According to official SEC Form 13F filings, Everhart Financial Group, Inc. reported a total U.S. public equity portfolio value of $1.6B across 293 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, NVDA, MSFT) accounted for 6.1% of total reported equity market value during Q2 2024.
During Q2 2024, Everhart Financial Group, Inc.'s top holdings by market value included VTI (8.4%)、NVDA (5.4%)、MSFT (4.5%). The largest single position, VTI, represented 8.4% of total portfolio value.
In Q2 2024, Everhart Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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