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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

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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged 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
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... 131 - $25.37 $570,000 22,194 0.17% 8,000 0 0    N/A
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 180 - $36.08 $399,000 11,209 0.12% 21,000 0 0    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 203 - $129.52 $329,000 2,505 0.1% 16,000 0 0.002    Closed - End Fund - E...
   (DIA)1 Year Chart         DIA Diamonds Trust 240 - $390.64 $246,000 618 0.07% 13,000 0 0    Closed - End Fund - E...
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 248 - $76.03 $231,000 3,032 0.07% 18,000 0 0    N/A
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 249 - $156.98 $230,000 1,424 0.07% -13,000 0 0.001    Oil & Gas Equipment &...
   (WEN)1 Year Chart         WEN Wendys International Inc 269 - $17.77 $193,000 10,248 0.06% -7,000 0 0.005    Restaurants
   (LL)1 Year Chart         LL Lumber Liquidators Inc 276 - $1.70 $22,000 12,019 0.01% -25,000 0 0.042    Home Improvement Stores

      8 Records Found
  1    
Page 1 of 1
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