$114 Million is the total value of Everhart Financial Group, Inc.'s 83 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
F | Exit | FORD MTR CO DEL | $0 | – | -11,637 | -100.0% | -0.09% | – |
GOGO | Exit | GOGO INC | $0 | – | -11,611 | -100.0% | -0.10% | – |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -16,101 | -100.0% | -0.16% | – |
FSLY | Exit | FASTLY INCcl a | $0 | – | -2,674 | -100.0% | -0.22% | – |
AYX | Exit | ALTERYX INC | $0 | – | -2,893 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 12 | Q3 2023 | 15.8% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 7.5% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.7% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 4.8% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 4.8% |
APPLE INC | 12 | Q3 2023 | 4.7% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.4% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 3.9% |
MICROSOFT CORP | 12 | Q3 2023 | 3.6% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 2.7% |
View Everhart Financial Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-25 |
13F-HR | 2023-02-09 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-21 |
View Everhart Financial Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.