Everhart Financial Group, Inc. Buys Huntington Bancshares Inc, Schwab U.S. REIT ETF, Anthem Inc, Sells Vanguard Intermediate-Term Bond ETF, Alteryx Inc, Fastly Inc

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Apr 13, 2021
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Investment company Everhart Financial Group, Inc. (Current Portfolio) buys Huntington Bancshares Inc, Schwab U.S. REIT ETF, Anthem Inc, The Walt Disney Co, WisdomTree U.S. Dividend Growth Fund, sells Vanguard Intermediate-Term Bond ETF, Alteryx Inc, Fastly Inc, Shopify Inc, General Electric Co during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Everhart Financial Group, Inc.. As of 2021Q1, Everhart Financial Group, Inc. owns 79 stocks with a total value of $113 million. These are the details of the buys and sells.

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) - 87,027 shares, 15.93% of the total portfolio. Shares added by 0.87%
  2. Schwab U.S. Broad Market ETF (SCHB) - 85,453 shares, 7.32% of the total portfolio. Shares reduced by 4.08%
  3. Schwab U.S. Large-Cap Growth ETF (SCHG) - 54,922 shares, 6.31% of the total portfolio. Shares reduced by 3.16%
  4. Schwab U.S. Mid-Cap ETF (SCHM) - 65,059 shares, 4.29% of the total portfolio. Shares reduced by 5.94%
  5. Vanguard Value ETF (VTV) - 35,114 shares, 4.09% of the total portfolio. Shares added by 5.44%
New Purchase: Schwab U.S. REIT ETF (SCHH)

Everhart Financial Group, Inc. initiated holding in Schwab U.S. REIT ETF. The purchase prices were between $36.48 and $41.57, with an estimated average price of $39.09. The stock is now traded at around $42.380000. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,429 shares as of 2021-03-31.

New Purchase: Anthem Inc (ANTM)

Everhart Financial Group, Inc. initiated holding in Anthem Inc. The purchase prices were between $287.7 and $371.31, with an estimated average price of $321.08. The stock is now traded at around $361.120000. The impact to a portfolio due to this purchase was 0.19%. The holding were 610 shares as of 2021-03-31.

New Purchase: The Walt Disney Co (DIS)

Everhart Financial Group, Inc. initiated holding in The Walt Disney Co. The purchase prices were between $163.03 and $201.91, with an estimated average price of $184.47. The stock is now traded at around $185.070000. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,107 shares as of 2021-03-31.

New Purchase: WisdomTree U.S. Dividend Growth Fund (DGRW)

Everhart Financial Group, Inc. initiated holding in WisdomTree U.S. Dividend Growth Fund. The purchase prices were between $52.84 and $57.54, with an estimated average price of $54.71. The stock is now traded at around $58.320000. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,636 shares as of 2021-03-31.

New Purchase: CuriosityStream Inc (CURI)

Everhart Financial Group, Inc. initiated holding in CuriosityStream Inc. The purchase prices were between $12.62 and $22.9, with an estimated average price of $17.33. The stock is now traded at around $13.138400. The impact to a portfolio due to this purchase was 0.14%. The holding were 11,855 shares as of 2021-03-31.

Added: Huntington Bancshares Inc (HBAN)

Everhart Financial Group, Inc. added to a holding in Huntington Bancshares Inc by 170.70%. The purchase prices were between $12.56 and $16.7, with an estimated average price of $14.98. The stock is now traded at around $16.205000. The impact to a portfolio due to this purchase was 0.44%. The holding were 49,620 shares as of 2021-03-31.

Sold Out: Alteryx Inc (AYX)

Everhart Financial Group, Inc. sold out a holding in Alteryx Inc. The sale prices were between $79.46 and $138.66, with an estimated average price of $106.14.

Sold Out: Fastly Inc (FSLY)

Everhart Financial Group, Inc. sold out a holding in Fastly Inc. The sale prices were between $62.05 and $117.86, with an estimated average price of $86.21.

Sold Out: General Electric Co (GE)

Everhart Financial Group, Inc. sold out a holding in General Electric Co. The sale prices were between $10.47 and $14.17, with an estimated average price of $12.14.

Sold Out: Gogo Inc (GOGO)

Everhart Financial Group, Inc. sold out a holding in Gogo Inc. The sale prices were between $9.27 and $15.56, with an estimated average price of $11.93.

Sold Out: Ford Motor Co (F)

Everhart Financial Group, Inc. sold out a holding in Ford Motor Co. The sale prices were between $8.52 and $13.37, with an estimated average price of $11.44.



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

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4. Stocks that Everhart Financial Group, Inc. keeps buying
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