$145 Million is the total value of Everhart Financial Group, Inc.'s 95 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | New | ALPHABET INCcap stk cl c | $807,000 | – | 322 | +100.0% | 0.56% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $757,000 | – | 310 | +100.0% | 0.52% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $637,000 | – | 2,291 | +100.0% | 0.44% | – |
| V | New | VISA INC | $422,000 | – | 1,801 | +100.0% | 0.29% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $381,000 | – | 951 | +100.0% | 0.26% | – |
| HD | New | HOME DEPOT INC | $349,000 | – | 1,096 | +100.0% | 0.24% | – |
| CRM | New | SALESFORCE COM INC | $340,000 | – | 1,392 | +100.0% | 0.23% | – |
| ORCL | New | ORACLE CORP | $329,000 | – | 4,225 | +100.0% | 0.23% | – |
| MCD | New | MCDONALDS CORP | $326,000 | – | 1,413 | +100.0% | 0.22% | – |
| PYPL | New | PAYPAL HLDGS INC | $313,000 | – | 1,075 | +100.0% | 0.22% | – |
| CSCO | New | CISCO SYS INC | $293,000 | – | 5,523 | +100.0% | 0.20% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $279,000 | – | 477 | +100.0% | 0.19% | – |
| ABBV | New | ABBVIE INC | $278,000 | – | 2,473 | +100.0% | 0.19% | – |
| IDLV | New | INVESCO EXCH TRADED FD TR IIs&p intl low | $233,000 | – | 7,525 | +100.0% | 0.16% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $224,000 | – | 1,832 | +100.0% | 0.15% | – |
| DOCN | New | DIGITALOCEAN HLDGS INC | $213,000 | – | 3,830 | +100.0% | 0.15% | – |
| LFMD | New | LIFEMD INC | $142,000 | – | 12,040 | +100.0% | 0.10% | – |
| SRNE | New | SORRENTO THERAPEUTICS INC | $104,000 | – | 10,717 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-16
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.