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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 : 2023-12-31
  Total Value : $282,271,000
  Total Value Change : $46,545,000
  Securities Held Change : 27
   
All Securities Held : 240
  New Positions : 30
  Closed Positions : 11
  Increased Positions : 139
  Unchanged Positions : 6
  Decreased Positions : 65

                  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:  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
   (EXPI)1 Year Chart         EXPI EXP World Holdings Inc 73 - $12.37 $762,000 49,086 0.27% -35,000 0 0.07    N/A
   (SCHK)1 Year Chart         SCHK Schwab 1000 Index ETF 81 - $50.35 $710,000 15,417 0.25% 73,000 0 0.041    N/A
   (FNDF)1 Year Chart         FNDF Schwab Fundamental Internat... 143 - $35.92 $378,000 11,209 0.13% 23,000 0 0.001    N/A
   (URI)1 Year Chart         URI United Rentals Inc 178 - $698.13 $305,000 532 0.11% 68,000 0 0.001    Rental & Leasing Serv...
   (WEN)1 Year Chart         WEN Wendys International Inc 235 - $19.00 $200,000 10,248 0.07% -9,000 0 0.005    Restaurants
   (LL)1 Year Chart         LL Lumber Liquidators Inc 239 - $1.58 $47,000 12,019 0.02% 9,000 0 0.042    Home Improvement Stores

      6 Records Found
  1    
Page 1 of 1
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