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  Name: Everhart Financial Group Inc.
  City: Dublin
  State: OH
  Zip: 43017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $343,490,000
  Total Value Change : $61,219,000
  Securities Held Change : 37
   
All Securities Held : 277
  New Positions : 40
  Closed Positions : 6
  Increased Positions : 187
  Unchanged Positions : 8
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 280 Closed $301.85 $0 0 0% -3,287,000 -12,007 0    Closed - End Fund - E...
   (SPLK)1 Year Chart         SPLK Splunk Inc 279 Closed $156.90 $0 0 0% -310,000 -2,037 0    Application Software
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 278 Closed $290.30 $0 0 0% -1,897,000 -7,234 0    Closed - End Fund - E...
   (MATW)1 Year Chart         MATW Matthews International Corp 283 Closed $28.25 $0 0 0% -225,000 -6,132 0    Metal Fabrication
   (WOOF)1 Year Chart         WOOF Petco Health & Wellness Com... 282 Closed $3.42 $0 0 0% -41,000 -12,998 0    N/A
   (F)1 Year Chart         F Ford Motor Co 281 Closed $12.50 $0 0 0% -218,000 -17,866 0    Auto Manufacturers

      6 Records Found
  1    
Page 1 of 1
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