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Everhart Financial Group, Inc. Portfolio
$1.6B across 495 positions as of 2026-09-30, with 55% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+13.3%
-1.2% a year vs the S&P 500
3 years
+20.3%
-1.0% a year vs the S&P 500
5 years
+10.1%
-2.1% a year vs the S&P 500
Quarters ahead
4 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +10.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -5.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VUGVanguard Growth ETF | $202.3M | 12.5% | 2,245,503 |
| VTVVanguard Value ETF | $199.4M | 12.3% | 922,916 |
| VOTVanguard Mid-Cap Growth ETF | $68.4M | 4.2% | 234,303 |
| VOEVanguard Mid-Cap Value ETF | $66.9M | 4.1% | 342,034 |
| VBRVanguard Small-Cap Value ETF | $63.6M | 3.9% | 275,370 |
| VTIVanguard Total Stock Market ETF | $62.8M | 3.9% | 167,850 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $60.8M | 3.7% | 567,965 |
| DFAIDimensional International Core Equity Market ETF | $58.2M | 3.6% | 1,404,497 |
| NVDANVIDIA Corp | $57.1M | 3.5% | 250,133 |
| AAPLApple Inc | $54.7M | 3.4% | 164,127 |
| MSFTMicrosoft Corp | $32.1M | 2.0% | 62,525 |
| DFAEDimensional Emerging Core Equity Market ETF | $29.8M | 1.8% | 757,265 |
| BIVVanguard Intermediate-Term Bond ETF | $26.8M | 1.7% | 368,484 |
| AMZNAmazon.com Inc | $19.1M | 1.2% | 76,804 |
| GOOGLAlphabet Inc | $16.6M | 1.0% | 48,279 |
| METAMeta Platforms Inc | $14.6M | 0.9% | 20,178 |
| GOOGAlphabet Inc | $14.4M | 0.9% | 42,263 |
| AVGOBroadcom Inc | $12.7M | 0.8% | 36,185 |
| MUMicron Technology Inc | $12.3M | 0.8% | 11,506 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $12.1M | 0.7% | 337,943 |
| VWOVanguard FTSE Emerging Markets ETF | $11.9M | 0.7% | 201,314 |
| AMDAdvanced Micro Devices Inc | $11.7M | 0.7% | 19,130 |
| SCHBSchwab U.S. Broad Market ETF | $11.7M | 0.7% | 398,459 |
| VOOVanguard S&P 500 ETF | $10.6M | 0.7% | 15,158 |
| LLYEli Lilly and Co | $9.6M | 0.6% | 8,273 |
| JPMJPMorgan Chase & Co | $9.4M | 0.6% | 28,544 |
| BRK.BBerkshire Hathaway Inc | $8.4M | 0.5% | 16,826 |
| TSLATesla Inc | $7.7M | 0.5% | 21,765 |
| VBKVanguard Small-Cap Growth ETF | $7M | 0.4% | 20,780 |
| ABBVAbbVie Inc | $6.7M | 0.4% | 25,782 |
| XOMExxonmobil Holdings Corp | $6.7M | 0.4% | 41,417 |
| VNQVanguard Real Estate ETF | $5.4M | 0.3% | 60,226 |
| AMATApplied Materials Inc | $5.1M | 0.3% | 10,069 |
| PLTRPalantir Technologies Inc | $5.1M | 0.3% | 27,466 |
| WDCWestern Digital Corp | $5M | 0.3% | 11,089 |
| JNJJohnson & Johnson | $5M | 0.3% | 18,959 |
| VVisa Inc | $5M | 0.3% | 13,842 |
| INTCIntel Corp | $4.8M | 0.3% | 40,106 |
| GEVGE Vernova Inc | $4.8M | 0.3% | 5,055 |
| IVViShares Core S&P 500 ETF | $4.7M | 0.3% | 6,088 |
| PGProcter & Gamble Co | $4.4M | 0.3% | 30,585 |
| CATCaterpillar Inc | $4.4M | 0.3% | 5,383 |
| WMTWalmart Inc | $4.2M | 0.3% | 40,776 |
| CSCOCisco Systems Inc | $4.2M | 0.3% | 38,735 |
| SNDKSandisk Corp | $4M | 0.2% | 2,317 |
| SCHVSchwab U.S. Large-Cap Value ETF | $3.9M | 0.2% | 118,084 |
| GEGeneral Electric Co | $3.9M | 0.2% | 12,505 |
| COSTCostco Wholesale Corp | $3.9M | 0.2% | 4,232 |
| LRCXLam Research Corp | $3.8M | 0.2% | 11,633 |
| CRWDCrowdStrike Holdings Inc | $3.6M | 0.2% | 13,515 |
| KOCoca-Cola Co | $3.6M | 0.2% | 41,283 |
| MAMastercard Inc | $3.5M | 0.2% | 6,381 |
| PANWPalo Alto Networks Inc | $3.5M | 0.2% | 8,739 |
| PWRQuanta Services Inc | $3.3M | 0.2% | 5,187 |
| SCHWAB STRATEGIC TR | $3.3M | 0.2% | 97,785 |
| GSGoldman Sachs Group Inc | $3.3M | 0.2% | 3,660 |
| PMPhilip Morris International Inc | $3M | 0.2% | 15,726 |
| SCHDSchwab US Dividend Equity ETF | $3M | 0.2% | 92,020 |
| SELLAS LIFE SCIENCES GROUP I | $3M | 0.2% | 240,213 |
| MRKMerck & Co Inc | $2.9M | 0.2% | 20,241 |
| VXUSVanguard Total International Stock ETF | $2.9M | 0.2% | 34,462 |
| MRVLMarvell Technology Inc | $2.7M | 0.2% | 10,115 |
| CVXChevron Corp | $2.6M | 0.2% | 12,726 |
| RTXRTX Corp | $2.5M | 0.2% | 13,676 |
| UNHUnitedHealth Group Inc | $2.5M | 0.2% | 6,869 |
| WELLWelltower Inc | $2.5M | 0.2% | 10,657 |
| BACBank of America Corp | $2.4M | 0.2% | 44,763 |
| NETCloudflare Inc | $2.4M | 0.1% | 6,960 |
| ADIAnalog Devices Inc | $2.4M | 0.1% | 6,092 |
| NFLXNetflix Inc | $2.4M | 0.1% | 34,622 |
| QQQInvesco QQQ Trust, Series 1 | $2.4M | 0.1% | 3,247 |
| MPCMarathon Petroleum Corp | $2.3M | 0.1% | 5,821 |
| VEAVanguard FTSE Developed Markets ETF | $2.2M | 0.1% | 31,786 |
| AMGNAmgen Inc | $2.2M | 0.1% | 5,299 |
| MSMorgan Stanley | $2.2M | 0.1% | 11,702 |
| ANETArista Networks Inc | $2.2M | 0.1% | 10,746 |
| SCHXSchwab U.S. Large-Cap ETF | $2.2M | 0.1% | 71,711 |
| IEFAiShares Core MSCI EAFE ETF | $2.1M | 0.1% | 21,371 |
| SCHASchwab U.S. Small-Cap ETF | $2.1M | 0.1% | 62,982 |
| VRTVertiv Holdings Co | $2.1M | 0.1% | 8,513 |
| UVSPUnivest Financial Corp | $2M | 0.1% | 49,737 |
| SPYState Street SPDR S&P 500 ETF Trust | $2M | 0.1% | 2,574 |
| WFCWells Fargo & Co | $1.9M | 0.1% | 23,996 |
| CSXCSX Corp | $1.9M | 0.1% | 40,815 |
| CDNSCadence Design Systems Inc | $1.9M | 0.1% | 5,718 |
| BSVVanguard Short-Term Bond ETF | $1.9M | 0.1% | 24,541 |
| ORCLOracle Corp | $1.8M | 0.1% | 13,453 |
| SPOTIFY TECHNOLOGY S A | $1.8M | 0.1% | 3,746 |
| DELLDell Technologies Inc | $1.8M | 0.1% | 3,347 |
| ROYAL CARIBBEAN GROUP | $1.8M | 0.1% | 6,643 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $1.7M | 0.1% | 68,523 |
| VOVanguard Mid-Cap ETF | $1.7M | 0.1% | 22,159 |
| ITTITT Inc | $1.7M | 0.1% | 8,589 |
| MCKMcKesson Corp | $1.7M | 0.1% | 2,028 |
| TXNTexas Instruments Inc | $1.7M | 0.1% | 6,063 |
| NEMNewmont Corporation | $1.7M | 0.1% | 14,576 |
| DEDeere & Co | $1.7M | 0.1% | 2,458 |
| TJXTJX Companies Inc | $1.6M | 0.1% | 12,310 |
| HLTHilton Worldwide Holdings Inc | $1.6M | 0.1% | 5,116 |
| WBDWarner Bros Discovery Inc | $1.6M | 0.1% | 51,863 |
| VBVanguard Small-Cap ETF | $1.6M | 0.1% | 5,632 |
| DVNDevon Energy Corp | $1.6M | 0.1% | 34,498 |
| TMOThermo Fisher Scientific Inc | $1.6M | 0.1% | 2,348 |
| BNDVanguard Total Bond Market ETF | $1.6M | 0.1% | 22,500 |
| IBMInternational Business Machines Corp | $1.6M | 0.1% | 7,063 |
| GILDGilead Sciences, Inc | $1.6M | 0.1% | 10,418 |
| CFGCitizens Financial Group Inc | $1.6M | 0.1% | 24,316 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.5M | 0.1% | 32,542 |
| SJMJ.M. Smucker Co | $1.5M | 0.1% | 12,878 |
| TAT&T Inc | $1.5M | 0.1% | 61,782 |
| AXPAmerican Express Co | $1.5M | 0.1% | 4,935 |
| TRANE TECHNOLOGIES PLC | $1.5M | 0.1% | 3,280 |
| DFCFDimensional Core Fixed Income ETF | $1.5M | 0.1% | 36,809 |
| BKNGBooking Holdings Inc | $1.5M | 0.1% | 9,014 |
| KEYSKeysight Technologies Inc | $1.4M | 0.1% | 3,968 |
| SCHWAB STRATEGIC TR | $1.4M | 0.1% | 39,341 |
| WMBWilliams Companies Inc | $1.4M | 0.1% | 21,065 |
| ABTAbbott Laboratories | $1.4M | 0.1% | 14,451 |
| PSXPhillips 66 | $1.4M | 0.1% | 5,587 |
| SCHWCharles Schwab Corp | $1.4M | 0.1% | 14,503 |
| REZiShares Residential and Multisector Real Estate ETF | $1.4M | 0.1% | 15,771 |
| VRTXVertex Pharmaceuticals Inc | $1.4M | 0.1% | 2,646 |
| NOWServiceNow Inc | $1.4M | 0.1% | 10,235 |
| LIFESTANCE HEALTH GROUP INC | $1.4M | 0.1% | 112,844 |
| DUKDuke Energy Corp | $1.4M | 0.1% | 11,861 |
| BLKBlackRock Inc | $1.3M | 0.1% | 1,270 |
| NVENT ELEC PLC | $1.3M | 0.1% | 8,380 |
| BMYBristol-Myers Squibb Co | $1.3M | 0.1% | 21,496 |
| ISRGIntuitive Surgical Inc | $1.3M | 0.1% | 3,298 |
| RUSHBRush Enterprises Inc | $1.3M | 0.1% | 24,851 |
| PIMCO ETF TR | $1.3M | 0.1% | 14,093 |
| PEPPepsiCo Inc | $1.3M | 0.1% | 10,422 |
| VLOValero Energy Corp | $1.3M | 0.1% | 3,364 |
| PHParker-Hannifin Corp | $1.3M | 0.1% | 1,349 |
| BUSEFirst Busey Corp | $1.3M | 0.1% | 44,024 |
| ROSTRoss Stores Inc | $1.3M | 0.1% | 5,477 |
| CRMSalesforce Inc | $1.3M | 0.1% | 5,552 |
| LECOLincoln Electric Holdings Inc | $1.3M | 0.1% | 4,806 |
| DALDelta Air Lines Inc | $1.3M | 0.1% | 15,006 |
| HDHome Depot Inc | $1.2M | 0.1% | 4,393 |
| UNPUnion Pacific Corp | $1.2M | 0.1% | 4,564 |
| FTNTFortinet Inc | $1.2M | 0.1% | 6,922 |
| VIGVanguard Div Appreciation ETF | $1.2M | 0.1% | 5,231 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.2M | 0.1% | 14,948 |
| MCDMcDonald's Corp | $1.2M | 0.1% | 5,242 |
| KLACKLA Corp | $1.2M | 0.1% | 6,173 |
| SPGSimon Property Group Inc | $1.2M | 0.1% | 5,987 |
| CORCencora Inc | $1.2M | 0.1% | 3,983 |
| CNOCNO Financial Group Inc | $1.2M | 0.1% | 22,536 |
| DIMENSIONAL ETF TRUST | $1.2M | 0.1% | 14,334 |
| EA SERIES TRUST | $1.2M | 0.1% | 20,844 |
| LMTLockheed Martin Corp | $1.2M | 0.1% | 2,311 |
| HWMHowmet Aerospace Inc | $1.2M | 0.1% | 5,167 |
| COPConocoPhillips | $1.2M | 0.1% | 9,329 |
| NEENextera Energy Inc | $1.2M | 0.1% | 15,280 |
| NINiSource Inc | $1.1M | 0.1% | 29,271 |
| CTASCintas Corp | $1.1M | 0.1% | 5,838 |
| THGHanover Insurance Group Inc | $1.1M | 0.1% | 5,231 |
| LINDE PLC | $1.1M | 0.1% | 2,357 |
| VGTVanguard Information Tech ETF | $1.1M | 0.1% | 8,901 |
| QCOMQualcomm Inc | $1.1M | 0.1% | 6,076 |
| SHOPShopify Inc | $1.1M | 0.1% | 7,312 |
| COFCapital One Financial Corp | $1.1M | 0.1% | 5,609 |
| AMEAMETEK Inc | $1.1M | 0.1% | 4,366 |
| DGDollar General Corp | $1.1M | 0.1% | 9,026 |
| HUBBHubbell Inc | $1.1M | 0.1% | 2,339 |
| DASHDoorDash Inc | $1.1M | 0.1% | 5,779 |
| VANGUARD SCOTTSDALE FDS | $1.1M | 0.1% | 3,137 |
| EA SERIES TRUST | $1M | 0.1% | 27,696 |
| FNDFSchwab Fundamental International Equity ETF | $1M | 0.1% | 19,081 |
| GMGeneral Motors Co | $1M | 0.1% | 13,133 |
| NSCNorfolk Southern Corp | $1M | 0.1% | 3,238 |
| VZVerizon Communications Inc | $999K | 0.1% | 21,780 |
| PGRProgressive Corp | $994.7K | 0.1% | 4,798 |
| LNGCheniere Energy Inc | $989K | 0.1% | 3,676 |
| CHUBB LIMITED | $984.5K | 0.1% | 3,027 |
| SLBSLB NV | $982.3K | 0.1% | 20,163 |
| IDXXIDEXX Laboratories Inc | $973.9K | 0.1% | 1,865 |
| PLDPrologis Inc | $965.2K | 0.1% | 7,434 |
| AIGAmerican International Group Inc | $962.8K | 0.1% | 12,937 |
| OGEOGE Energy Corp | $957.4K | 0.1% | 21,078 |
| BABoeing Co | $949.6K | 0.1% | 5,104 |
| JOHNSON CONTROLS INTERNATION | $944.7K | 0.1% | 6,355 |
| UBERUber Technologies Inc | $935.6K | 0.1% | 13,657 |
| IVWiShares S&P 500 Growth ETF | $928.5K | 0.1% | 6,527 |
| CBOECboe Global Markets Inc | $927.7K | 0.1% | 3,370 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $923.2K | 0.1% | 5,947 |
| DISWalt Disney Co | $920K | 0.1% | 8,770 |
| CICigna Group | $916.4K | 0.1% | 3,371 |
| UCBUnited Community Banks Inc | $913.8K | 0.1% | 27,399 |
| SPGIS&P Global Inc | $912.4K | 0.1% | 2,313 |
| STAGSTAG Industrial Inc | $911.1K | 0.1% | 25,442 |
| HBANHuntington Bancshares Inc | $909.6K | 0.1% | 59,605 |
| APHAmphenol Corp | $902.3K | 0.1% | 10,703 |
| SCHESchwab Emerging Markets Equity ETF | $893.3K | 0.1% | 24,508 |
| ORIOld Republic International Corp | $889.8K | 0.1% | 23,849 |
| SPDR SERIES TRUST | $885.3K | 0.1% | 8,666 |
| IDAIdacorp Inc | $883.9K | 0.1% | 6,761 |
| CRLCharles River Laboratories International Inc | $876.2K | 0.1% | 2,970 |
| NDAQNasdaq Inc | $859.5K | 0.1% | 9,341 |
| HALHalliburton Co | $854K | 0.1% | 26,855 |
| EA SERIES TRUST | $849.8K | 0.1% | 17,235 |
| ECLEcolab Inc | $847.6K | 0.1% | 3,087 |
| USMViShares MSCI USA Min Vol Factor ETF | $844K | 0.1% | 8,662 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $837.1K | 0.1% | 10,841 |
| SNOWSnowflake Inc | $829.2K | 0.1% | 2,442 |
| AZOAutozone Inc | $815K | 0.1% | 288 |
| SUBiShares Short-Term National Muni Bond ETF | $813.9K | 0.1% | 7,785 |
| RGLDRoyal Gold Inc | $810K | 0.0% | 3,432 |
| MMM3M Co | $806.6K | 0.0% | 4,914 |
| MSTRStrategy Inc | $802.3K | 0.0% | 5,241 |
| CEGConstellation Energy Corp | $790.5K | 0.0% | 3,112 |
| ETEnergy Transfer LP | $789.2K | 0.0% | 39,917 |
| PHMPultegroup Inc | $781.4K | 0.0% | 6,733 |
| SNPSSynopsys Inc | $768.5K | 0.0% | 1,767 |
| KRKroger Co | $761.5K | 0.0% | 12,991 |
| ASML HLDG NV | $755.5K | 0.0% | 417 |
| ADPAutomatic Data Processing Inc | $750.3K | 0.0% | 2,907 |
| TDGTransDigm Group Inc | $748.1K | 0.0% | 691 |
| CMECME Group Inc | $746.6K | 0.0% | 2,850 |
| USBUS Bancorp | $734.1K | 0.0% | 12,709 |
| ARCH CAP GROUP LTD | $728K | 0.0% | 7,882 |
| DIMENSIONAL ETF TRUST | $725K | 0.0% | 20,012 |
| GLWCorning Inc | $724.8K | 0.0% | 4,714 |
| AAgilent Technologies Inc | $722.7K | 0.0% | 4,194 |
| IWMiShares Russell 2000 Index Fund | $718.1K | 0.0% | 2,584 |
| APPApplovin Corp | $717.7K | 0.0% | 2,471 |
| URIUnited Rentals Inc | $715.6K | 0.0% | 715 |
| TTWOTake-Two Interactive Software Inc | $714K | 0.0% | 3,441 |
| OXYOccidental Petroleum Corp | $710.8K | 0.0% | 12,848 |
| SBUXStarbucks Corp | $705.2K | 0.0% | 7,505 |
| SYKStryker Corp | $697.8K | 0.0% | 2,534 |
| ARESAres Management Corp | $694.9K | 0.0% | 5,982 |
| PRUPrudential Financial Inc | $692.2K | 0.0% | 6,094 |
| SCHFSchwab International Equity ETF | $681.8K | 0.0% | 24,821 |
| EQIXEquinix Inc | $678.8K | 0.0% | 671 |
| HEI.AHEICO Corp | $676.3K | 0.0% | 2,962 |
| PFEPfizer Inc | $672.4K | 0.0% | 23,577 |
| ROIVANT SCIENCES LTD | $670.4K | 0.0% | 18,332 |
| LFUSLittelfuse Inc | $667.8K | 0.0% | 1,576 |
| SDYState Street SPDR S&P Dividend ETF | $664.3K | 0.0% | 4,535 |
| FCXFreeport-McMoRan Inc | $663.5K | 0.0% | 9,479 |
| HOODRobinhood Markets Inc | $652.1K | 0.0% | 5,796 |
| HOMBHome BancShares Inc | $637.5K | 0.0% | 22,621 |
| TWLOTwilio Inc | $635.8K | 0.0% | 2,174 |
| NUENucor Corp | $634.5K | 0.0% | 2,714 |
| PRIPrimerica Inc | $631.4K | 0.0% | 2,318 |
| ELVElevance Health Inc | $630.3K | 0.0% | 1,621 |
| CVSCVS Health Corp | $628.4K | 0.0% | 7,333 |
| SHWSherwin-Williams Co | $624.6K | 0.0% | 1,932 |
| IDEViShares Core MSCI International Developed Markets ETF | $615.5K | 0.0% | 6,879 |
| EPDEnterprise Products Partners L.P | $615.5K | 0.0% | 17,285 |
| EATON CORP PLC | $602.9K | 0.0% | 1,403 |
| EMREmerson Electric Co | $597.2K | 0.0% | 3,850 |
| ZMZoom Communications Inc | $597.2K | 0.0% | 6,579 |
| CIENCiena Corp | $596K | 0.0% | 1,694 |
| AEPAmerican Electric Power Company Inc | $591.5K | 0.0% | 4,986 |
| ORealty Income Corp | $591.5K | 0.0% | 10,893 |
| FEFirstEnergy Corp | $586.5K | 0.0% | 13,535 |
| XLKState Street Technology Select Sector SPDR ETF | $584.5K | 0.0% | 2,986 |
| LOWLowe's Companies Inc | $584.2K | 0.0% | 3,170 |
| VSTVistra Corp | $581.9K | 0.0% | 4,206 |
| BSXBoston Scientific Corp | $574.7K | 0.0% | 13,166 |
| GERMAN AMERN BANCORP INC | $574.6K | 0.0% | 11,882 |
| IWRiShares Russell Mid-Cap ETF | $572.6K | 0.0% | 5,366 |
| SYYSysco Corp | $561.4K | 0.0% | 7,202 |
| EWEdwards Lifesciences Corp | $560.4K | 0.0% | 6,492 |
| DDOGDatadog Inc (Pre-Reincorporation) | $555.4K | 0.0% | 2,028 |
| SPDR SERIES TRUST | $551.1K | 0.0% | 6,226 |
| MOAltria Group Inc | $546.9K | 0.0% | 8,121 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $543.3K | 0.0% | 1,191 |
| FIXComfort Systems USA Inc | $539.6K | 0.0% | 326 |
| STLDSteel Dynamics Inc | $538.1K | 0.0% | 2,428 |
| MTBM&T Bank Corp | $537.5K | 0.0% | 2,470 |
| AWKAmerican Water Works Co Inc | $536K | 0.0% | 4,140 |
| ALNYAlnylam Pharmaceuticals Inc | $532.2K | 0.0% | 2,157 |
| BMRNBioMarin Pharmaceutical Inc | $529.6K | 0.0% | 8,827 |
| SPCXSpace Exploration Technologies Corp | $527K | 0.0% | 3,493 |
| DUOLDuolingo Inc | $519.2K | 0.0% | 3,646 |
| EWBCEast West Bancorp Inc | $514.7K | 0.0% | 4,153 |
| CAHCardinal Health Inc | $511.3K | 0.0% | 2,298 |
| AMTAmerican Tower Corp | $507.9K | 0.0% | 3,103 |
| QQnity Electronics Inc | $506.6K | 0.0% | 4,029 |
| MCOMoody's Corp | $506.4K | 0.0% | 1,115 |
| CMGChipotle Mexican Grill Inc | $500K | 0.0% | 15,649 |
| MDBMongoDB Inc | $495.4K | 0.0% | 1,421 |
| MEDTRONIC PLC | $493.5K | 0.0% | 5,719 |
| PULSPGIM Ultra Short Bond ETF | $486.8K | 0.0% | 9,843 |
| KMIKinder Morgan Inc | $485.6K | 0.0% | 16,105 |
| MUBiShares National Muni Bond ETF | $482.6K | 0.0% | 4,774 |
| REGNRegeneron Pharmaceuticals Inc | $482.3K | 0.0% | 636 |
| WESWestern Midstream Partners LP | $481.5K | 0.0% | 10,853 |
| DIMENSIONAL ETF TRUST | $472.8K | 0.0% | 12,571 |
| RGENRepligen Corp | $471.9K | 0.0% | 2,455 |
| NVRNVR Inc | $467.7K | 0.0% | 76 |
| DDominion Energy Inc | $460.1K | 0.0% | 7,603 |
| MARMarriott International Inc | $459.5K | 0.0% | 1,292 |
| TGTTarget Corp | $459.2K | 0.0% | 2,931 |
| CCitigroup Inc | $456.9K | 0.0% | 3,529 |
| XYZBlock Inc | $453.3K | 0.0% | 6,165 |
| MTCHMatch Group Inc | $448.7K | 0.0% | 11,175 |
| FITBFifth Third Bancorp | $447.6K | 0.0% | 8,849 |
| IBKRInteractive Brokers Group Inc | $441.4K | 0.0% | 5,167 |
| IJRiShares Core S&P Small-Cap ETF | $440.5K | 0.0% | 3,238 |
| EXPEExpedia Group Inc | $440.1K | 0.0% | 1,671 |
| IWFiShares Russell 1000 Growth ETF | $439.4K | 0.0% | 3,508 |
| BANK OF NY MELLON CORP | $432.9K | 0.0% | 2,993 |
| DARDarling Ingredients Inc | $430.5K | 0.0% | 7,091 |
| INSMInsmed Inc | $429.7K | 0.0% | 3,765 |
| CBRECBRE Group Inc | $429.1K | 0.0% | 3,340 |
| HONHoneywell International Inc | $429.1K | 0.0% | 2,034 |
| ADBEAdobe Inc | $425.9K | 0.0% | 1,775 |
| EBAYeBay Inc | $422.1K | 0.0% | 3,980 |
| DHRDanaher Corp | $420.3K | 0.0% | 1,897 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $418.5K | 0.0% | 823 |
| CARNIVAL CORP LTD | $417.2K | 0.0% | 17,002 |
| BIIBBiogen Inc | $415.6K | 0.0% | 1,840 |
| ADSKAutodesk Inc | $414K | 0.0% | 1,981 |
| CGCarlyle Group Inc | $413K | 0.0% | 10,413 |
| ONON Semiconductor Corp | $412.3K | 0.0% | 5,363 |
| DDDupont De Nemours Inc | $411.6K | 0.0% | 3,169 |
| ILMNIllumina Inc | $403.7K | 0.0% | 1,475 |
| ALBAlbemarle Corp | $399.3K | 0.0% | 3,775 |
| EOGEOG Resources Inc | $393.7K | 0.0% | 2,858 |
| ACCENTURE PLC IRELAND | $391.7K | 0.0% | 2,136 |
| ORLYO'Reilly Automotive Inc | $389.6K | 0.0% | 4,561 |
| GENGen Digital Inc | $388.9K | 0.0% | 17,660 |
| NTRANatera Inc | $387.7K | 0.0% | 938 |
| FDXFedEx Corp | $386K | 0.0% | 1,354 |
| PYPLPayPal Holdings Inc | $385.2K | 0.0% | 7,333 |
| CFCF Industries Holdings Inc | $383.7K | 0.0% | 3,331 |
| SANBanco Santander SA | $381K | 0.0% | 27,551 |
| COINCoinbase Global Inc | $380.8K | 0.0% | 2,043 |
| ADMArcher-Daniels-Midland Co | $379.3K | 0.0% | 4,778 |
| EA SERIES TRUST | $379.3K | 0.0% | 10,549 |
| IBITiShares Bitcoin Trust ETF | $378.5K | 0.0% | 7,996 |
| IJHiShares Core S&P Mid-Cap ETF | $376.8K | 0.0% | 5,237 |
| SCHHSchwab U.S. REIT ETF | $375.8K | 0.0% | 17,050 |
| FOXFox Corp | $373K | 0.0% | 6,626 |
| APDAir Products and Chemicals Inc | $372.6K | 0.0% | 1,339 |
| FNDXSchwab Fundamental US Large Company Index ETF | $367.7K | 0.0% | 11,684 |
| CLColgate-Palmolive Co | $367K | 0.0% | 4,301 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $364.2K | 0.0% | 9,067 |
| ITWIllinois Tool Works Inc | $361.7K | 0.0% | 1,406 |
| NOCNorthrop Grumman Corp | $357.8K | 0.0% | 740 |
| FNBFNB Corp | $356.4K | 0.0% | 20,709 |
| SPDR SERIES TRUST | $356.2K | 0.0% | 3,408 |
| DFIVDimensional International Value ETF | $354.1K | 0.0% | 6,339 |
| LGIHLGI Homes Inc | $350.7K | 0.0% | 7,520 |
| PAYXPaychex Inc | $349.5K | 0.0% | 3,548 |
| TRGPTarga Resources Corp | $346.8K | 0.0% | 1,283 |
| HIWHighwoods Properties Inc | $344.8K | 0.0% | 11,881 |
| INTUIntuit Inc | $343K | 0.0% | 1,244 |
| AKAMAkamai Technologies Inc | $341.3K | 0.0% | 3,209 |
| LHXL3Harris Technologies Inc | $337.4K | 0.0% | 1,425 |
| AGGiShares Core U.S. Aggregate Bond ETF | $335.2K | 0.0% | 3,546 |
| IYWiShares U.S. Technology ETF | $330.9K | 0.0% | 1,249 |
| MDLZMondelez International Inc | $326.9K | 0.0% | 5,654 |
| TRVTravelers Companies Inc | $324.8K | 0.0% | 911 |
| SPDR SERIES TRUST | $324.3K | 0.0% | 5,306 |
| IVEiShares S&P 500 Value ETF | $324.1K | 0.0% | 1,420 |
| ESGVVanguard ESG U.S. Stock ETF | $321.7K | 0.0% | 2,374 |
| VXFVanguard Extended Market ETF | $320.2K | 0.0% | 1,383 |
| SPHQInvesco S&P 500 Quality ETF | $319.1K | 0.0% | 3,795 |
| IEXIDEX Corp | $317.3K | 0.0% | 1,392 |
| NEBIUS GROUP N.V. | $316.3K | 0.0% | 1,341 |
| RKLBRocket Lab USA, Inc. | $314.3K | 0.0% | 4,510 |
| HOPEHope Bancorp Inc | $313.7K | 0.0% | 23,603 |
| PEGPublic Service Enterprise Group Inc | $313.3K | 0.0% | 4,653 |
| BALLBall Corp | $310K | 0.0% | 5,533 |
| IWBiShares Russell 1000 ETF | $309.6K | 0.0% | 744 |
| CF BANKSHARES INC | $308.3K | 0.0% | 9,090 |
| ABNBAirbnb Inc | $307.8K | 0.0% | 1,916 |
| NTAPNetApp Inc | $306.1K | 0.0% | 1,457 |
| PINSPinterest Inc | $304.3K | 0.0% | 16,109 |
| RIVNRivian Automotive Inc | $303.9K | 0.0% | 20,340 |
| DIMENSIONAL ETF TRUST | $303.3K | 0.0% | 5,515 |
| BEBloom Energy Corp | $302.2K | 0.0% | 1,091 |
| GDGeneral Dynamics Corp | $300.3K | 0.0% | 905 |
| MCHPMicrochip Technology Inc | $300.2K | 0.0% | 3,860 |
| TMUST-Mobile US Inc | $300.1K | 0.0% | 1,840 |
| CZRCaesars Entertainment Inc | $299.5K | 0.0% | 10,102 |
| AFLAflac Inc | $298.9K | 0.0% | 2,674 |
| VTVanguard Total World Stock Index ETF | $297.6K | 0.0% | 1,885 |
| CNCCentene Corp | $295.1K | 0.0% | 4,751 |
| KKRKKR & Co Inc | $293K | 0.0% | 3,209 |
| GWWWW Grainger Inc | $292.8K | 0.0% | 235 |
| DIODDiodes Inc | $290.6K | 0.0% | 3,002 |
| TERTeradyne Inc | $290.4K | 0.0% | 724 |
| HPEHewlett Packard Enterprise Co | $289.4K | 0.0% | 4,530 |
| RENAISSANCERE HLDGS LTD | $287.7K | 0.0% | 904 |
| RLIRLI Corp | $286.9K | 0.0% | 5,187 |
| VOOVVanguard S&P 500 Value ETF | $283.4K | 0.0% | 1,286 |
| MPLXMPLX LP | $281.6K | 0.0% | 5,000 |
| ARWArrow Electronics Inc | $279.7K | 0.0% | 1,232 |
| NTNXNutanix Inc | $279.3K | 0.0% | 3,967 |
| RSPInvesco S&P 500 Equal Weight ETF | $279.2K | 0.0% | 1,342 |
| CLXClorox Co | $278.6K | 0.0% | 3,439 |
| BIOBio Rad Laboratories Inc | $276.1K | 0.0% | 731 |
| RSGRepublic Services Inc | $274.3K | 0.0% | 1,307 |
| INVESCO LTD | $274.1K | 0.0% | 9,088 |
| EFAiShares MSCI EAFE ETF | $273.5K | 0.0% | 2,633 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $272.7K | 0.0% | 2,804 |
| BWABorgwarner Inc | $271K | 0.0% | 4,508 |
| TFCTruist Financial Corp | $269.6K | 0.0% | 5,823 |
| AJGArthur J. Gallagher & Co. | $268K | 0.0% | 1,175 |
| PNCPNC Financial Services Group Inc | $265.8K | 0.0% | 1,196 |
| WMWaste Management Inc | $265.3K | 0.0% | 1,301 |
| ICEIntercontinental Exchange Inc | $261.9K | 0.0% | 1,723 |
| VYMVanguard High Dividend Yield ETF | $259.3K | 0.0% | 1,670 |
| BCBrunswick Corp | $257.7K | 0.0% | 4,011 |
| HONAHoneywell Aerospace Inc | $256.2K | 0.0% | 1,653 |
| COKECoca-Cola Consolidated Inc | $255.3K | 0.0% | 1,349 |
| WSOWatsco Inc | $255K | 0.0% | 842 |
| DXCMDexcom Inc | $254.3K | 0.0% | 2,947 |
| CVNACarvana Co | $253.7K | 0.0% | 4,056 |
| IQLTiShares MSCI Intl Quality Factor ETF | $251.1K | 0.0% | 5,076 |
| BXBlackstone Inc | $249.2K | 0.0% | 2,223 |
| MFCManulife Financial Corp | $245.7K | 0.0% | 5,768 |
| ROKURoku Inc | $242.7K | 0.0% | 1,594 |
| AON PLC | $242.5K | 0.0% | 876 |
| IFFInternational Flavors & Fragrances Inc | $241.9K | 0.0% | 2,898 |
| VIVMARK RESIDENTIAL | $239.8K | 0.0% | 3,947 |
| CRCLCircle Internet Group Inc | $239.5K | 0.0% | 2,915 |
| LUVSouthwest Airlines Co | $238.6K | 0.0% | 5,729 |
| IWOiShares Russell 2000 Growth Fund | $237.3K | 0.0% | 665 |
| HSBCHSBC Holdings PLC | $236.5K | 0.0% | 2,381 |
| AGNT INC | $235.4K | 0.0% | 64,151 |
| VVVanguard Large-Cap ETF | $235.1K | 0.0% | 668 |
| AMPAmeriprise Financial Inc | $234.9K | 0.0% | 477 |
| CMICummins Inc | $234.5K | 0.0% | 454 |
| WECWEC Energy Group Inc | $233.9K | 0.0% | 2,321 |
| BDXBecton Dickinson and Co | $232.7K | 0.0% | 1,300 |
| NEOGNeogen Corp | $231.1K | 0.0% | 18,058 |
| ROLRollins Inc | $230.6K | 0.0% | 7,655 |
| RMBSRambus Inc | $230.1K | 0.0% | 2,155 |
| MUELLER INDS INC | $228.9K | 0.0% | 3,777 |
| MSIMotorola Solutions Inc | $225.7K | 0.0% | 506 |
| EXPOExponent Inc | $224.5K | 0.0% | 3,432 |
| AVEMAvantis Emerging Markets Equity ETF | $222.9K | 0.0% | 2,371 |
| BKEBuckle Inc | $222.6K | 0.0% | 5,183 |
| ONTOOnto Innovation Inc | $222.2K | 0.0% | 722 |
| LSCCLattice Semiconductor Corp | $221.6K | 0.0% | 1,764 |
| SMTCSemtech Corp | $220.1K | 0.0% | 1,234 |
| CMCSAComcast Corp | $220.1K | 0.0% | 10,113 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $220K | 0.0% | 2,451 |
| DOWDow Inc | $219.5K | 0.0% | 7,970 |
| IUSGiShares Core S&P U.S. Growth ETF | $219.1K | 0.0% | 1,131 |
| SBACSBA Communications Corp | $216.5K | 0.0% | 1,352 |
| UPSUnited Parcel Service Inc | $215.3K | 0.0% | 2,304 |
| MRNAModerna Inc | $213.2K | 0.0% | 1,107 |
| FNDASchwab Fundamental US Small Company Index ETF | $212.1K | 0.0% | 6,061 |
| IWSiShares Russell Mid-cap Value ETF | $211.9K | 0.0% | 1,318 |
| EQTEQT Corp | $210.3K | 0.0% | 4,331 |
| CENTURY ALUM CO | $209.8K | 0.0% | 5,832 |
| QSRRestaurant Brands International Inc | $209.6K | 0.0% | 2,949 |
| MPWRMonolithic Power Systems Inc | $208.8K | 0.0% | 155 |
| ISCGiShares Morningstar Small-Cap Growth ETF | $208.6K | 0.0% | 3,409 |
| CCICrown Castle Inc | $208.1K | 0.0% | 3,122 |
| AXONAxon Enterprise Inc | $207K | 0.0% | 490 |
| WILLIS TOWERS WATSON PLC LTD | $206.7K | 0.0% | 717 |
| BKRBaker Hughes Co | $206.2K | 0.0% | 3,756 |
| ROPRoper Technologies Inc | $205.5K | 0.0% | 588 |
| NKENike Inc | $204.2K | 0.0% | 5,767 |
| SOSouthern Co | $203.4K | 0.0% | 2,454 |
| ZIONZions Bancorporation NA | $203.2K | 0.0% | 3,243 |
| WABWestinghouse Air Brake Technologies Corp | $202.7K | 0.0% | 706 |
| GLDSPDR Gold Shares | $202.6K | 0.0% | 532 |
| CPAYCorpay Inc | $202.1K | 0.0% | 520 |
| LENLennar Corp | $201.9K | 0.0% | 2,475 |
| PNWPinnacle West Capital Corp | $201.9K | 0.0% | 2,170 |
| YUMYum! Brands Inc | $201.7K | 0.0% | 1,479 |
| CGDVCapital Group Dividend Value ETF | $201.6K | 0.0% | 4,126 |
| MTSIMACOM Technology Solutions Holdings Inc | $200.8K | 0.0% | 705 |
| AALAmerican Airlines Group Inc | $190.2K | 0.0% | 14,229 |
| CNH INDL N V | $188.8K | 0.0% | 14,691 |
| BLUE OWL CAPITAL CORPORATION | $162.6K | 0.0% | 15,496 |
| CUSHMAN AND WAKEFIELD LTD | $153.1K | 0.0% | 12,965 |
| MARAMarathon Digital Holdings, Inc. - Common Stock | $151.9K | 0.0% | 13,404 |
| PCGPG&E Corp | $125.9K | 0.0% | 10,274 |
| WENDYS CO | $116.7K | 0.0% | 18,295 |
| AGENUS INC | $100.3K | 0.0% | 10,100 |
| ONCOLYTICS BIOTECH INC | $95.1K | 0.0% | 142,341 |
| BRBRBellring Brands Inc | $78.9K | 0.0% | 10,262 |
| CYTEK BIOSCIENCES INC | $77.3K | 0.0% | 12,962 |
| LYGLloyds Banking Group PLC | $67.8K | 0.0% | 12,040 |
| DAUCH CORP | $62.7K | 0.0% | 12,015 |
| CLOVER HEALTH INVESTMENTS CO | $54.1K | 0.0% | 12,546 |
| NWLNewell Brands Inc | $53.3K | 0.0% | 10,086 |
| ZOOMINFO TECHNOLOGIES INC | $51.6K | 0.0% | 13,612 |
| SABRSabre Corp | $34.3K | 0.0% | 16,173 |
| INDIE SEMICONDUCTOR INC | $32.5K | 0.0% | 11,113 |
| VERRA MOBILITY CORP | $31.8K | 0.0% | 10,274 |
| PDS BIOTECHNOLOGY CORP | $28.5K | 0.0% | 38,000 |
| ELEDON PHARMACEUTICALS INC | $25.3K | 0.0% | 10,000 |
Quarter ending 2026-09-30.
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