Portfolio (Quarterly)
Guide ↗
Everhart Financial Group, Inc.
· CIK 0001852858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | — | 16,628 | $3.6M | 0.30% | SOLD |
| 2 | DVY | ISHARES TR | — | 14,552 | $2.2M | 0.19% | SOLD |
| 3 | CWI | SPDR INDEX SHS FDS | — | 38,100 | $1.4M | 0.12% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 4,629 | $1.0M | 0.09% | SOLD |
| 5 | CTRA | COTERRA ENERGY INC | Energy | 16,325 | $574K | 0.05% | SOLD |
| 6 | CCL | CARNIVAL CORP | Consumer Cyclical | 21,121 | $547K | 0.05% | SOLD |
| 7 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 3,377 | $531K | 0.04% | SOLD |
| 8 | INSM | INSMED INC | Healthcare | 2,934 | $480K | 0.04% | SOLD |
| 9 | TTD | THE TRADE DESK INC | Technology | 20,879 | $474K | 0.04% | SOLD |
| 10 | TKO | TKO GROUP HOLDINGS INC | Communication Services | 2,289 | $462K | 0.04% | SOLD |
| 11 | DD | DUPONT DE NEMOURS INC | Basic Materials | 8,248 | $378K | 0.03% | SOLD |
| 12 | FIS | FIDELITY NATL INFORMATION SV | Technology | 6,529 | $306K | 0.03% | SOLD |
| 13 | FOX | FOX CORP | — | 5,568 | $296K | 0.03% | SOLD |
| 14 | ARGX | ARGENX SE | Healthcare | 384 | $280K | 0.02% | SOLD |
| 15 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,602 | $278K | 0.02% | SOLD |
| 16 | ROL | ROLLINS INC | Consumer Cyclical | 5,193 | $277K | 0.02% | SOLD |
| 17 | RKT | ROCKET COS INC | Financial Services | 19,322 | $275K | 0.02% | SOLD |
| 18 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 2,860 | $273K | 0.02% | SOLD |
| 19 | FMNB | FARMERS NATIONAL BANC CORP | Financial Services | 20,324 | $267K | 0.02% | SOLD |
| 20 | GLD | SPDR GOLD TR | Financial Services | 587 | $253K | 0.02% | SOLD |
Sector Allocation
Technology
41.6%
Financial Services
11.2%
Healthcare
9.2%
Industrials
8.9%
Consumer Cyclical
8.5%
Communication Services
6.7%
Consumer Defensive
4.7%
Energy
3.3%
Utilities
2.9%
Real Estate
1.6%