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Everhart Financial Group, Inc. Buys Tesla Inc, iShares Short-Term National Muni Bond ETF, ...

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·7 min read
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Investment company Everhart Financial Group, Inc. (Current Portfolio) buys Tesla Inc, iShares Short-Term National Muni Bond ETF, Schwab Emerging Markets Equity ETF, Agilon Health Inc, Accenture PLC, sells Vanguard Intermediate-Term Bond ETF, The Walt Disney Co, PayPal Holdings Inc, Verizon Communications Inc, The Trade Desk Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Everhart Financial Group, Inc.. As of 2021Q4, Everhart Financial Group, Inc. owns 107 stocks with a total value of $166 million. These are the details of the buys and sells.

  • New Purchases: AGL, ACN, TMO, AMD, ANTM, SLYG, AVGO, ABBV, LLY, KO, CENTA, CENT,

  • Added Positions: TSLA, AAPL, SUB, SCHE, MUB, AMZN, MSFT, BIL, SCHV, VEA, NEE, NVDA, COST, PG, XOM, GOOG, VUG, GOOGL, MA, SCHB, USMV, SHOP, V, ABT, NFLX, HD, PEP, BAC, EFAV, HYD, ADBE, BRK.B, MCD, JNJ, CSCO, IEMG, PFE, BND, VNQ, CRM, VOE, VYM, UNH, NSC, CSX, SLYV, IWM, ORCL, VOO, PLD, VTEB,

  • Reduced Positions: BIV, SCHD, VWO, TTD, VXUS, IEFA, VBK, USB, DOCN, HBAN, VSS, SCHM, CRWD, VTV, T, EMB, IJR, SCHA, VO, ROKU, SCHX, FNDF, IVV, FB, WMT, CMCSA, WEN,

  • Sold Out: DIS, PYPL, VZ, TQQQ, LFMD, CFMS,


For the details of Everhart Financial Group, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/everhart+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Everhart Financial Group, Inc.

  1. Vanguard Total Stock Market ETF (VTI) - 92,396 shares, 13.47% of the total portfolio. Shares added by 0.78%

  2. Schwab U.S. Broad Market ETF (SCHB) - 84,944 shares, 5.80% of the total portfolio. Shares added by 1.57%

  3. Schwab U.S. Large-Cap Growth ETF (SCHG) - 48,626 shares, 4.81% of the total portfolio. Shares reduced by 0.08%

  4. Vanguard Growth ETF (VUG) - 22,487 shares, 4.36% of the total portfolio. Shares added by 2.35%

  5. Vanguard Value ETF (VTV) - 45,736 shares, 4.06% of the total portfolio. Shares reduced by 1.37%

New Purchase: Agilon Health Inc (AGL)

Everhart Financial Group, Inc. initiated holding in Agilon Health Inc. The purchase prices were between $21.43 and $27.39, with an estimated average price of $24.33. The stock is now traded at around $16.320000. The impact to a portfolio due to this purchase was 0.37%. The holding were 22,618 shares as of 2021-12-31.

New Purchase: Accenture PLC (ACN)

Everhart Financial Group, Inc. initiated holding in Accenture PLC. The purchase prices were between $319.49 and $415.42, with an estimated average price of $365.63. The stock is now traded at around $335.630000. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,098 shares as of 2021-12-31.

New Purchase: Thermo Fisher Scientific Inc (TMO)

Everhart Financial Group, Inc. initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $569 and $667.24, with an estimated average price of $625.69. The stock is now traded at around $580.330000. The impact to a portfolio due to this purchase was 0.26%. The holding were 653 shares as of 2021-12-31.

New Purchase: Anthem Inc (ANTM)

Everhart Financial Group, Inc. initiated holding in Anthem Inc. The purchase prices were between $370.08 and $467.67, with an estimated average price of $421.99. The stock is now traded at around $441.560000. The impact to a portfolio due to this purchase was 0.25%. The holding were 895 shares as of 2021-12-31.

New Purchase: SPDR S&P 600 Small Cap Growth ETF (SLYG)

Everhart Financial Group, Inc. initiated holding in SPDR S&P 600 Small Cap Growth ETF. The purchase prices were between $87.24 and $95.87, with an estimated average price of $91. The stock is now traded at around $82.060000. The impact to a portfolio due to this purchase was 0.25%. The holding were 4,391 shares as of 2021-12-31.

New Purchase: Advanced Micro Devices Inc (AMD)

Everhart Financial Group, Inc. initiated holding in Advanced Micro Devices Inc. The purchase prices were between $100.34 and $161.91, with an estimated average price of $135.45. The stock is now traded at around $118.810000. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,835 shares as of 2021-12-31.

Added: Tesla Inc (TSLA)

Everhart Financial Group, Inc. added to a holding in Tesla Inc by 111.58%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $943.900000. The impact to a portfolio due to this purchase was 0.74%. The holding were 2,211 shares as of 2021-12-31.

Added: iShares Short-Term National Muni Bond ETF (SUB)

Everhart Financial Group, Inc. added to a holding in iShares Short-Term National Muni Bond ETF by 49.08%. The purchase prices were between $107.19 and $107.42, with an estimated average price of $107.31. The stock is now traded at around $106.590000. The impact to a portfolio due to this purchase was 0.41%. The holding were 19,429 shares as of 2021-12-31.

Added: Schwab Emerging Markets Equity ETF (SCHE)

Everhart Financial Group, Inc. added to a holding in Schwab Emerging Markets Equity ETF by 43.75%. The purchase prices were between $28.67 and $31.28, with an estimated average price of $30.07. The stock is now traded at around $29.860000. The impact to a portfolio due to this purchase was 0.37%. The holding were 67,553 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

Everhart Financial Group, Inc. added to a holding in Amazon.com Inc by 21.64%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $2852.860000. The impact to a portfolio due to this purchase was 0.26%. The holding were 725 shares as of 2021-12-31.

Added: SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Everhart Financial Group, Inc. added to a holding in SPDR Bloomberg 1-3 Month T-Bill ETF by 103.16%. The purchase prices were between $91.42 and $91.45, with an estimated average price of $91.44. The stock is now traded at around $91.420000. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,338 shares as of 2021-12-31.

Added: NextEra Energy Inc (NEE)

Everhart Financial Group, Inc. added to a holding in NextEra Energy Inc by 106.27%. The purchase prices were between $77.83 and $93.36, with an estimated average price of $86.61. The stock is now traded at around $82.600000. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,691 shares as of 2021-12-31.

Sold Out: The Walt Disney Co (DIS)

Everhart Financial Group, Inc. sold out a holding in The Walt Disney Co. The sale prices were between $142.15 and $177.71, with an estimated average price of $161.

Sold Out: PayPal Holdings Inc (PYPL)

Everhart Financial Group, Inc. sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.

Sold Out: Verizon Communications Inc (VZ)

Everhart Financial Group, Inc. sold out a holding in Verizon Communications Inc. The sale prices were between $49.77 and $54.53, with an estimated average price of $52.14.

Sold Out: PROSHARES TRUST (TQQQ)

Everhart Financial Group, Inc. sold out a holding in PROSHARES TRUST. The sale prices were between $59.52 and $88.57, with an estimated average price of $77.62.

Sold Out: LifeMD Inc (LFMD)

Everhart Financial Group, Inc. sold out a holding in LifeMD Inc. The sale prices were between $3.78 and $6.17, with an estimated average price of $4.69.

Sold Out: Conformis Inc (CFMS)

Everhart Financial Group, Inc. sold out a holding in Conformis Inc. The sale prices were between $0.67 and $1.32, with an estimated average price of $1.02.



Here is the complete portfolio of Everhart Financial Group, Inc.. Also check out:

1. Everhart Financial Group, Inc.'s Undervalued Stocks

2. Everhart Financial Group, Inc.'s Top Growth Companies, and

3. Everhart Financial Group, Inc.'s High Yield stocks

4. Stocks that Everhart Financial Group, Inc. keeps buyingThis article first appeared on GuruFocus.