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| Name: |
Everhart Financial Group Inc. |
| City: |
Dublin |
| State: |
OH |
| Zip: |
43017 |
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data |
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| Holdings
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11 |
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Closed Positions |
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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 |
|
IDLV |
Invesco S&P Intl Dev Low Vo... |
251 |
Closed |
$27.03 |
$0 |
0 |
0% |
-210,000 |
-8,044 |
0 |
N/A |
|
|
MS |
Morgan Stanley |
244 |
Closed |
$98.56 |
$0 |
0 |
0% |
-387,000 |
-4,734 |
0 |
Investment Brokerage ... |
|
|
EFAV |
Ishares Msci Eafe Minimum V... |
250 |
Closed |
$0.00 |
$0 |
0 |
0% |
-261,000 |
-4,009 |
0 |
N/A |
|
|
HAL |
Halliburton Co |
243 |
Closed |
$37.34 |
$0 |
0 |
0% |
-213,000 |
-5,253 |
0 |
Oil & Gas Equipment &... |
|
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RIVN |
Rivian Automotive, Inc. / De |
249 |
Closed |
$0.00 |
$0 |
0 |
0% |
-283,000 |
-11,653 |
0 |
N/A |
|
|
AWK |
American Water Works Compan... |
242 |
Closed |
$133.78 |
$0 |
0 |
0% |
-280,000 |
-2,260 |
0 |
Multi Utilities |
|
|
TWNK |
Hostess Brands Inc |
248 |
Closed |
$33.30 |
$0 |
0 |
0% |
-406,000 |
-12,194 |
0 |
N/A |
|
|
NOK |
Nokia Corporation (ADR) |
241 |
Closed |
$3.79 |
$0 |
0 |
0% |
-75,000 |
-20,134 |
0 |
Communication Equipment |
|
|
BDX |
Becton Dickinson & Co |
247 |
Closed |
$236.95 |
$0 |
0 |
0% |
-234,000 |
-907 |
0 |
Medical Instruments &... |
|
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CLX |
Clorox Co |
246 |
Closed |
$141.28 |
$0 |
0 |
0% |
-213,000 |
-1,624 |
0 |
Cleaning Products |
|
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KR |
Kroger Co |
245 |
Closed |
$55.20 |
$0 |
0 |
0% |
-204,000 |
-4,555 |
0 |
Grocery Stores |
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