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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 $485,871,292
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 130,551 $37,835,061 7.78%
2.
Apple Inc.
 AAPL 108,728 $27,227,543 5.6%
3.
Nvidia Corp
 NVDA 198,538 $26,661,608 5.48%
4.
Microsoft Corp
 MSFT 48,169 $20,303,078 4.17%
5.
Schwab Strategic Trust
 FNDF 468,177 $13,048,091 2.68%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)