$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ONDS | Exit | ONDAS HLDGS INC | $0 | – | -10,080 | -100.0% | -0.09% | – |
| CURI | Exit | CURIOSITYSTREAM INC | $0 | – | -11,855 | -100.0% | -0.14% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -3,636 | -100.0% | -0.18% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -610 | -100.0% | -0.19% | – |
| IDHD | Exit | INVESCO EXCH TRADED FD TR IIs&p intl dev | $0 | – | -7,663 | -100.0% | -0.20% | – |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -6,301 | -100.0% | -0.21% | – |
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.