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Home > Institutional Investor > Everhart Financial Group, Inc. > Profile

Instuitional Investor - Everhart Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Everhart Financial Group, Inc.
Portfolio Value $282,272,513
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 120,573 $28,246,165 10%
2.
Apple Inc.
 AAPL 65,034 $12,521,064 4.43%
3.
Microsoft Corp
 MSFT 30,360 $11,416,432 4.04%
4.
Schwab Strategic Trust
 FNDF 120,241 $9,975,213 3.53%
5.
Schwab Strategic Trust
 FNDF 164,511 $9,158,334 3.24%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)