Everhart-Financial-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-16
Total Holdings
328
Total Value
731347335
Accession Number
0001667731-25-000433
Form Type
13F-HR
Manager Name
Everhart-Financial-Group
Data Enrichment
91% identified
298 identified30 unidentified

Holdings

328 positions • $731.3M total value
Manager:
Search and click to pin securities to the top
Page 17 of 17
78464A763
Shares:1.5K
Value:$201.5K
% of Portfolio:0.0% ($201.5K/$731.3M)
46641Q845
Shares:4.6K
Value:$201.0K
% of Portfolio:0.0% ($201.0K/$731.3M)
Wendy's Co
Shares:10.1K
Value:$147.8K
% of Portfolio:0.0% ($147.8K/$731.3M)
Cushman & Wakefield plc
Shares:13.4K
Value:$136.6K
% of Portfolio:0.0% ($136.6K/$731.3M)
agilon health, inc.
Shares:18.3K
Value:$79.0K
% of Portfolio:0.0% ($79.0K/$731.3M)
Banco Santander, S.A.
Shares:11.6K
Value:$78.0K
% of Portfolio:0.0% ($78.0K/$731.3M)
Uniti Group Inc.
Shares:13.9K
Value:$70.0K
% of Portfolio:0.0% ($70.0K/$731.3M)
Mural Oncology plc
Shares:10.0K
Value:$12.6K
% of Portfolio:0.0% ($12.6K/$731.3M)