Fund HoldingsEverhart Financial Group, Inc.

Total Portfolio Value
$385.36M
Total Bought
$52.37M
Total Sold
$11.58M
Net Transaction
+$40.79M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)15,210167,985+152,77513,74320,7535.39%+7,010
APPLE INC(AAPL)083,836+83,836017,0684.43%+17,068
MICROSOFT CORP(MSFT)34,48038,352+3,87214,50617,1414.45%+2,635
AMAZON COM INC(AMZN)37,51142,941+5,4306,7668,2792.15%+1,513
ALPHABET INC(GOOG)23,86627,223+3,3573,6024,9591.29%+1,357
ALPHABET INC(GOOG)22,30625,641+3,3353,3964,6851.22%+1,288
PROCTER AND GAMBLE CO(PG)22,79129,389+6,5983,6984,8471.26%+1,149
BROADCOM INC(AVGO)1,6882,063+3752,2373,3120.86%+1,075
ELI LILLY & CO(LLY)4,2964,761+4653,3424,3111.12%+968
SCHWAB STRATEGIC TR119,173117,751-1,42211,05011,8743.08%+824
META PLATFORMS INC(META)10,21811,369+1,1514,9615,7321.49%+771
TESLA INC(TSLA)012,305+12,30502,4350.63%+2,435
VANGUARD INDEX FDS123,425122,297-1,12831,68832,3168.39%+628
EA SERIES TRUST
STRIVE 1000 GRWT
036,574+36,57401,4580.38%+1,458
COSTCO WHSL CORP NEW(COST)2,7072,978+2711,9832,5310.66%+548
EA SERIES TRUST
STRI 1000 VA ETF
047,625+47,62501,3410.35%+1,341
ISHARES TR03,155+3,15501,7270.45%+1,727
EXXON MOBIL CORP25,31729,453+4,1362,9433,3910.88%+448
VANGUARD INTL EQUITY INDEX F0106,612+106,61204,6451.21%+4,645
VAXCYTE INC(PCVX)05,464+5,46404130.11%+413
EA SERIES TRUST
STRIVE 500 ETF
030,669+30,66901,0720.28%+1,072
SCHWAB STRATEGIC TR011,209+11,20903930.10%+393
NEXTERA ENERGY INC(NEE)011,802+11,80208360.22%+836
AMGEN INC(AMGN)03,044+3,04409510.25%+951
WALMART INC(WMT)23,41026,191+2,7811,4091,7730.46%+365
ORACLE CORP(ORCL)9,37510,858+1,4831,1781,5330.40%+356
ALNYLAM PHARMACEUTICALS INC(ALNY)01,322+1,32203210.08%+321
NETFLIX INC(NFLX)2,4292,653+2241,4751,7900.46%+315
WELLS FARGO CO NEW(WFC)015,275+15,27509070.24%+907
AGILENT TECHNOLOGIES INC(A)02,277+2,27702950.08%+295
AVALONBAY CMNTYS INC01,424+1,42402950.08%+295
CROWDSTRIKE HLDGS INC(CRWD)2,0362,459+4236539420.24%+290
QUALCOMM INC(QCOM)03,531+3,53107030.18%+703
VANGUARD WORLD FD
INF TECH ETF
0494+49402850.07%+285
GE VERNOVA INC(GEV)01,649+1,64902830.07%+283
HUMANA INC(HUM)0746+74602790.07%+279
MODERNA INC(MRNA)02,309+2,30902740.07%+274
VANGUARD INDEX FDS28,10226,591-1,5119,6739,9462.58%+273
ISHARES TR0882+88202720.07%+272
KLA CORP(KLAC)0330+33002720.07%+272
INTUITIVE SURGICAL INC2,3062,678+3729201,1910.31%+271
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)01,703+1,70302650.07%+265
SCHWAB STRATEGIC TR163,609163,084-5259,98810,2532.66%+265
NEWMONT CORP(NEM)06,299+6,29902640.07%+264
APPLIED MATLS INC5,5895,995+4061,1531,4150.37%+262
GEN DIGITAL INC(GEN)010,328+10,32802580.07%+258
JPMORGAN CHASE & CO.(JPM)21,36622,411+1,0454,2804,5331.18%+253
EDWARDS LIFESCIENCES CORP02,710+2,71002500.06%+250
ARISTA NETWORKS INC0714+71402500.06%+250
REALTY INCOME CORP(O)04,671+4,67102470.06%+247
ISHARES BITCOIN TR(IBIT)07,144+7,14402440.06%+244
TEXAS INSTRS INC(TXN)02,757+2,75705360.14%+536
ISHARES TR03,388+3,38802420.06%+242
COTERRA ENERGY INC09,081+9,08102420.06%+242
ISHARES TR
CORE MSCI INTL
03,681+3,68102420.06%+242
BANK AMERICA CORP24,86229,850+4,9889431,1830.31%+240
AMERICAN WTR WKS CO INC NEW01,856+1,85602400.06%+240
PALO ALTO NETWORKS INC(PANW)02,735+2,73509270.24%+927
INTERNATIONAL FLAVORS&FRAGRA(IFF)02,456+2,45602340.06%+234
BERKSHIRE HATHAWAY INC DEL8,3429,182+8403,5083,7350.97%+227
MICROCHIP TECHNOLOGY INC.(MCHP)02,481+2,48102270.06%+227
BECTON DICKINSON & CO(BDX)0964+96402250.06%+225
LITTELFUSE INC(LFUS)0876+87602240.06%+224
LAZARD INC(LAZ)05,809+5,80902220.06%+222
INTUIT(INTU)02,268+2,26801,4910.39%+1,491
ZOOM VIDEO COMMUNICATIONS IN(ZM)03,703+3,70302190.06%+219
UNITED CMNTY BKS BLAIRSVLE G(UCB)08,572+8,57202180.06%+218
NISOURCE INC(NI)18,29125,102+6,8115067230.19%+217
CHEVRON CORP NEW(CVX)6,9288,364+1,4361,0931,3080.34%+215
CARNIVAL CORP011,286+11,28602110.05%+211
COCA COLA CO(KO)14,27417,446+3,1729001,1100.29%+211
CONSTELLATION ENERGY CORP(CEG)01,041+1,04102080.05%+208
EDGEWELL PERS CARE CO(EPC)05,141+5,14102070.05%+207
PHILIP MORRIS INTL INC(PM)6,0167,445+1,4295517540.20%+203
ROYAL CARIBBEAN GROUP
COM
06,212+6,21209900.26%+990
SPOTIFY TECHNOLOGY S A(SPOT)2,6652,832+1677038890.23%+185
BOSTON SCIENTIFIC CORP(BSX)11,66412,764+1,1007999830.26%+184
ARCH CAP GROUP LTD
ORD
4,0175,492+1,4753715540.14%+183
TJX COS INC NEW(TJX)8,2169,209+9938331,0140.26%+181
SYNOPSYS INC(SNPS)2,1192,334+2151,2111,3890.36%+178
WILLIAMS COS INC(WMB)011,677+11,67704960.13%+496
LAM RESEARCH CORP(LRCX)735830+957148840.23%+170
CHIPOTLE MEXICAN GRILL INC(CMG)25314,516+14,2637359030.23%+168
VERTEX PHARMACEUTICALS INC(VRTX)01,519+1,51907120.18%+712
FIDELITY NATL INFORMATION SV(FIS)3,3145,447+2,1332464100.11%+165
WESTERN DIGITAL CORP.(WDC)07,398+7,39805610.15%+561
S&P GLOBAL INC(SPGI)01,781+1,78107940.21%+794
VANGUARD BD INDEX FDS10,09112,892+2,8017338940.23%+162
BOOKING HOLDINGS INC(BKNG)0229+22909070.24%+907
DANAHER CORPORATION(DHR)2,4523,084+6326127710.20%+158
MICRON TECHNOLOGY INC(MU)04,943+4,94306500.17%+650
PRUDENTIAL FINL INC(PFH)03,955+3,95504630.12%+463
WINGSTOP INC(WING)2,7132,695-189941,1390.30%+145
MORGAN STANLEY(MS)2,6454,030+1,3852493920.10%+143
ANALOG DEVICES INC(ADI)02,186+2,18604990.13%+499
THERMO FISHER SCIENTIFIC INC(TMO)1,2721,592+3207398800.23%+141
EA SERIES TRUST
STRIVE SML CAP
013,305+13,30503860.10%+386
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,006+2,00604540.12%+454
AMERICAN EXPRESS CO(AXP)02,920+2,92006760.18%+676
AT&T INC(T)041,643+41,64307960.21%+796
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