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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 $731,347,335
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 619,193 $106,959,313 14.62%
2.
Vanguard Index Fds - GROWTH ETF
 214,669 $79,603,402 10.88%
3.
Vanguard Index Fds
 213,645 $58,718,172 8.03%
4.
Vanguard Bond Index Funds
 BND 481,577 $36,874,321 5.04%
5.
Apple Inc.
 AAPL 122,987 $27,319,144 3.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)