Portfolio (Quarterly)
Guide ↗
Everhart Financial Group, Inc.
· CIK 0001852858| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IPAY | AMPLIFY ETF TR | — | 13,870 | $722K | 0.07% | SOLD |
| 2 | INSP | INSPIRE MED SYS INC | Healthcare | 7,013 | $647K | 0.06% | SOLD |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | — | 9,900 | $581K | 0.05% | SOLD |
| 4 | ROP | ROPER TECHNOLOGIES INC | Industrials | 953 | $424K | 0.04% | SOLD |
| 5 | LGIH | LGI HOMES INC | Consumer Cyclical | 9,211 | $396K | 0.04% | SOLD |
| 6 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 1,060 | $348K | 0.03% | SOLD |
| 7 | XLE | SELECT SECTOR SPDR TR | — | 7,607 | $340K | 0.03% | SOLD |
| 8 | WDAY | WORKDAY INC | Technology | 1,580 | $339K | 0.03% | SOLD |
| 9 | NDSN | NORDSON CORP | Industrials | 1,336 | $321K | 0.03% | SOLD |
| 10 | EPAM | EPAM SYS INC | Technology | 1,550 | $318K | 0.03% | SOLD |
| 11 | MDB | MONGODB INC | Technology | 730 | $306K | 0.03% | SOLD |
| 12 | AXON | AXON ENTERPRISE INC | Industrials | 507 | $288K | 0.03% | SOLD |
| 13 | WING | WINGSTOP INC | Consumer Cyclical | 1,157 | $276K | 0.03% | SOLD |
| 14 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,884 | $273K | 0.03% | SOLD |
| 15 | LNT | ALLIANT ENERGY CORP | Utilities | 4,180 | $272K | 0.03% | SOLD |
| 16 | AVB | AVALONBAY CMNTYS INC | Real Estate | 1,497 | $271K | 0.03% | SOLD |
| 17 | CWST | CASELLA WASTE SYS INC | Industrials | 2,734 | $268K | 0.03% | SOLD |
| 18 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 129 | $260K | 0.02% | SOLD |
| 19 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 2,889 | $253K | 0.02% | SOLD |
| 20 | NKE | NIKE INC | Consumer Cyclical | 3,947 | $251K | 0.02% | SOLD |
Sector Allocation
Technology
33.0%
Financial Services
13.3%
Communication Services
9.8%
Healthcare
9.4%
Consumer Cyclical
9.3%
Industrials
8.7%
Consumer Defensive
5.5%
Energy
4.4%
Utilities
3.2%
Basic Materials
1.8%