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Size ($ in 1000's)
At 12/31/2023: $282,219
At 09/30/2023: $236,040
Everhart Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Everhart Financial Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Everhart Financial Group Inc. top holdings by largest position size, as per the latest 13f filing made by Everhart Financial Group Inc..
In the Everhart Financial Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Everhart Financial Group Inc. in that top holding, then the share count change between reporting periods, and finally the Everhart Financial Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 |
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$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 |
See Full List: All Stocks Held By Everhart Financial Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Everhart Financial Group Inc.
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