Portfolio (Quarterly)
Guide ↗
Everhart Financial Group, Inc.
· CIK 0001852858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | ENTERGY CORP NEW | — | 2,215 | $249K | 0.02% | SOLD |
| 22 | HAS | HASBRO INC | Consumer Cyclical | 2,621 | $245K | 0.02% | SOLD |
| 23 | LAZ | LAZARD INC | Financial Services | 5,767 | $245K | 0.02% | SOLD |
| 24 | MDGL | MADRIGAL PHARMACEUTICALS INC | Healthcare | 459 | $240K | 0.02% | SOLD |
| 25 | MSCI | MSCI INC | Financial Services | 445 | $240K | 0.02% | SOLD |
| 26 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 10,600 | $236K | 0.02% | SOLD |
| 27 | PCAR | PACCAR INC | Industrials | 1,978 | $228K | 0.02% | SOLD |
| 28 | DFAT | DIMENSIONAL ETF TRUST | — | 3,636 | $227K | 0.02% | SOLD |
| 29 | EXC | EXELON CORP | Utilities | 4,537 | $222K | 0.02% | SOLD |
| 30 | NRG | NRG ENERGY INC | Utilities | 1,455 | $213K | 0.02% | SOLD |
| 31 | WY | WEYERHAEUSER CO | Real Estate | 8,664 | $212K | 0.02% | SOLD |
| 32 | IVZ | INVESCO LTD | Financial Services | 8,557 | $208K | 0.02% | SOLD |
| 33 | CTVA | CORTEVA INC | Basic Materials | 2,480 | $208K | 0.02% | SOLD |
| 34 | AEIS | ADVANCED ENERGY INDS | Industrials | 643 | $208K | 0.02% | SOLD |
| 35 | HCA | HCA HEALTHCARE INC | Healthcare | 433 | $205K | 0.02% | SOLD |
| 36 | XLU | SELECT SECTOR SPDR TR | — | 4,400 | $202K | 0.02% | SOLD |
| 37 | — | ONCOLYTICS BIOTECH INC | — | 138,161 | $117K | 0.01% | SOLD |
| 38 | BGS | B & G FOODS INC | Consumer Defensive | 14,608 | $70K | 0.01% | SOLD |
| 39 | COTY | COTY INC | Consumer Defensive | 10,433 | $21K | 0.00% | 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%