Everhart Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Everhart Financial Group’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Hold	823	–	–	0.03%	299
2026 Q1	$381K	Hold	823	–	–	0.03%	321
2025 Q4	$396K	Sell	823 -75	-8%	-$35.5K	0.04%	291
2025 Q3	$416K	Sell	898 -20	-2%	-$9.01K	0.04%	271
2025 Q2	$405K	Buy	918 +300	+49%	+$124K	0.05%	255
2025 Q1	$259K	Hold	618	–	–	0.04%	292
2024 Q4	$263K	Hold	618	–	–	0.05%	272
2024 Q3	$261K	Hold	618	–	–	0.06%	278
2024 Q2	$242K	Hold	618	–	–	0.06%	258
2024 Q1	$246K	Hold	618	–	–	0.07%	240
2023 Q4	$233K	Buy	+618	New	+$216K	0.08%	216

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return