Everhart Financial Group
Latest statistics and disclosures from Everhart Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, VTI, NVDA, AAPL, and represent 40.04% of Everhart Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$11M), VUG (+$11M), DFAI (+$8.5M), DFAE, NFLX, AAPL, NVDA, GOOGL, AMZN, NOW.
- Started 51 new stock positions in IPAY, CFBK, EPAM, HAS, FNB, FNDX, CL, ROP, AKAM, TRGP.
- Reduced shares in these 10 stocks: VTI (-$6.2M), SCHG, BIV, JPM, VWO, SCHV, PG, MSTR, BRK.A, SCHB.
- Sold out of its positions in BRK.A, CF, CPB, CLX, CGTX, DIOD, EOG, FI, FBIN, AJG. HOG, HIW, IWP, LEN.B, MSTR, MDLZ, PRK, RSG, SBAC, SAP, SJM, ZTS, Cushman Wakefield, ETN.
- Everhart Financial Group was a net buyer of stock by $67M.
- Everhart Financial Group has $1.1B in assets under management (AUM), dropping by 8.19%.
- Central Index Key (CIK): 0001852858
Tip: Access up to 7 years of quarterly data
Positions held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Everhart Financial Group
Everhart Financial Group holds 417 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 14.4 | $155M | +7% | 813k | 190.99 |
|
| Vanguard Index Fds Growth Etf (VUG) | 12.9 | $139M | +8% | 285k | 487.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.7 | $62M | -9% | 184k | 335.27 |
|
| NVIDIA Corporation (NVDA) | 3.9 | $43M | +4% | 228k | 186.50 |
|
| Apple (AAPL) | 3.1 | $34M | +7% | 124k | 271.86 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.0 | $32M | +35% | 849k | 38.11 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.8 | $30M | -6% | 382k | 77.88 |
|
| Microsoft Corporation (MSFT) | 2.6 | $28M | +2% | 58k | 483.62 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.5 | $16M | +34% | 489k | 32.57 |
|
| Amazon (AMZN) | 1.5 | $16M | +12% | 69k | 230.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $13M | +15% | 42k | 313.00 |
|
| Meta Platforms Cl A (META) | 1.2 | $13M | 19k | 660.09 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $12M | -8% | 232k | 53.76 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $12M | -17% | 367k | 32.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $12M | +7% | 38k | 313.80 |
|
| Broadcom (AVGO) | 1.1 | $12M | +7% | 34k | 346.10 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $11M | -5% | 426k | 26.23 |
|
| Tesla Motors (TSLA) | 0.8 | $8.9M | +2% | 20k | 449.72 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $8.1M | +17% | 7.6k | 1074.68 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $8.1M | +5% | 38k | 211.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.7M | +3% | 15k | 502.65 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $7.4M | +9% | 27k | 279.14 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $7.4M | -20% | 23k | 322.22 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.7 | $7.0M | +10% | 40k | 177.37 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $7.0M | +10% | 23k | 302.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $5.5M | +11% | 8.8k | 627.11 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $5.3M | +14% | 60k | 88.49 |
|
| Abbvie (ABBV) | 0.4 | $4.7M | +3% | 21k | 228.49 |
|
| Wal-Mart Stores (WMT) | 0.4 | $4.7M | +10% | 42k | 111.41 |
|
| Visa Com Cl A (V) | 0.4 | $4.7M | +10% | 13k | 350.71 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $4.5M | 25k | 177.75 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.4M | 37k | 120.34 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.4M | +9% | 5.1k | 862.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $4.1M | 6.0k | 684.92 |
|
|
| Ge Aerospace Com New (GE) | 0.4 | $3.9M | 13k | 308.04 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $3.8M | -20% | 129k | 29.61 |
|
| Netflix (NFLX) | 0.3 | $3.7M | +935% | 39k | 93.76 |
|
| Procter & Gamble Company (PG) | 0.3 | $3.5M | -21% | 25k | 143.31 |
|
| Ge Vernova (GEV) | 0.3 | $3.5M | +6% | 5.3k | 653.57 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.4M | 6.0k | 570.88 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $3.3M | +4% | 15k | 214.16 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $3.2M | -15% | 107k | 30.07 |
|
| Johnson & Johnson (JNJ) | 0.3 | $3.1M | +10% | 15k | 206.95 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $3.1M | 41k | 75.44 |
|
|
| Intuit (INTU) | 0.3 | $2.8M | +26% | 4.3k | 662.42 |
|
| Cisco Systems (CSCO) | 0.3 | $2.8M | +23% | 36k | 77.03 |
|
| Micron Technology (MU) | 0.3 | $2.7M | +26% | 9.6k | 285.41 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.7M | -7% | 98k | 27.43 |
|
| Goldman Sachs (GS) | 0.2 | $2.6M | +4% | 3.0k | 879.10 |
|
| Caterpillar (CAT) | 0.2 | $2.6M | +14% | 4.6k | 572.87 |
|
| Applied Materials (AMAT) | 0.2 | $2.5M | +17% | 9.7k | 256.99 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.5M | -5% | 13k | 194.91 |
|
| American Express Company (AXP) | 0.2 | $2.4M | +32% | 6.6k | 369.95 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $2.4M | +7% | 4.2k | 580.71 |
|
| Home Depot (HD) | 0.2 | $2.4M | +6% | 6.9k | 344.10 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.3M | +36% | 4.1k | 566.36 |
|
| Booking Holdings (BKNG) | 0.2 | $2.3M | +12% | 437.00 | 5355.33 |
|
| International Business Machines (IBM) | 0.2 | $2.3M | +9% | 7.9k | 296.21 |
|
| Quanta Services (PWR) | 0.2 | $2.3M | +10% | 5.5k | 422.06 |
|
| Wells Fargo & Company (WFC) | 0.2 | $2.3M | +12% | 25k | 93.20 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.3M | +5% | 13k | 183.40 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.3M | +9% | 41k | 55.00 |
|
| Philip Morris International (PM) | 0.2 | $2.3M | 14k | 160.40 |
|
|
| Coca-Cola Company (KO) | 0.2 | $2.2M | +23% | 31k | 69.91 |
|
| Western Digital (WDC) | 0.2 | $2.2M | +35% | 13k | 172.27 |
|
| TJX Companies (TJX) | 0.2 | $2.1M | +5% | 14k | 153.61 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.1M | -5% | 27k | 78.81 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.0M | +18% | 6.7k | 305.65 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $2.0M | 7.3k | 278.92 |
|
|
| Applovin Corp Com Cl A (APP) | 0.2 | $2.0M | +30% | 3.0k | 673.82 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $2.0M | -9% | 71k | 28.48 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.0M | 22k | 89.46 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.0M | +4% | 32k | 62.47 |
|
| S&p Global (SPGI) | 0.2 | $2.0M | +24% | 3.8k | 522.59 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.0M | -2% | 73k | 26.91 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.9M | +22% | 11k | 171.18 |
|
| Williams Companies (WMB) | 0.2 | $1.9M | +51% | 31k | 60.11 |
|
| Cadence Design Systems (CDNS) | 0.2 | $1.9M | +5% | 5.9k | 312.58 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.8M | +9% | 25k | 74.07 |
|
| Chevron Corporation (CVX) | 0.2 | $1.8M | 12k | 152.41 |
|
|
| Sellas Life Sciences Group I Com New (SLS) | 0.2 | $1.8M | +40% | 466k | 3.77 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.8M | +7% | 9.9k | 177.53 |
|
| Pepsi (PEP) | 0.2 | $1.7M | +21% | 12k | 143.52 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $1.7M | +25% | 60k | 28.82 |
|
| McKesson Corporation (MCK) | 0.2 | $1.7M | +5% | 2.0k | 820.29 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $1.7M | +4% | 8.9k | 185.61 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $1.6M | 17k | 95.35 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.6M | 32k | 50.29 |
|
|
| Merck & Co (MRK) | 0.1 | $1.6M | +24% | 15k | 105.26 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.6M | -7% | 13k | 125.29 |
|
| Analog Devices (ADI) | 0.1 | $1.6M | +50% | 5.8k | 271.20 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.6M | +6% | 3.3k | 468.76 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.6M | +10% | 6.0k | 257.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.5M | 5.3k | 290.19 |
|
|
| Servicenow (NOW) | 0.1 | $1.5M | +428% | 10k | 153.19 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.5M | +11% | 8.2k | 184.20 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.5M | 2.2k | 682.03 |
|
|
| Itt (ITT) | 0.1 | $1.5M | +3% | 8.5k | 173.51 |
|
| Doordash Cl A (DASH) | 0.1 | $1.5M | 6.5k | 226.48 |
|
|
| UnitedHealth (UNH) | 0.1 | $1.5M | +12% | 4.4k | 330.11 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.4M | +8% | 2.1k | 676.53 |
|
| Amgen (AMGN) | 0.1 | $1.4M | +5% | 4.3k | 327.31 |
|
| Ea Series Trust Strive 1000 Grwt (STXG) | 0.1 | $1.4M | -8% | 28k | 50.89 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.4M | +2% | 14k | 99.85 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.4M | -2% | 12k | 117.21 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $1.4M | +67% | 14k | 97.13 |
|
| At&t (T) | 0.1 | $1.4M | -11% | 55k | 24.84 |
|
| NiSource (NI) | 0.1 | $1.4M | +2% | 32k | 41.76 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.3M | +66% | 8.3k | 162.01 |
|
| salesforce (CRM) | 0.1 | $1.3M | 5.1k | 264.89 |
|
|
| Blackrock (BLK) | 0.1 | $1.3M | -4% | 1.2k | 1070.34 |
|
| Univest Corp. of PA (UVSP) | 0.1 | $1.3M | +2% | 40k | 32.74 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.3M | +11% | 9.1k | 143.34 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.3M | +17% | 4.5k | 287.25 |
|
| Ea Series Trust Strive 1000 Valu (STXV) | 0.1 | $1.3M | -5% | 39k | 33.46 |
|
| Nvent Electric SHS (NVT) | 0.1 | $1.3M | +64% | 13k | 101.97 |
|
| CSX Corporation (CSX) | 0.1 | $1.3M | +6% | 35k | 36.25 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $1.3M | 6.4k | 197.15 |
|
|
| Capital One Financial (COF) | 0.1 | $1.3M | +3% | 5.2k | 242.36 |
|
| AmerisourceBergen (COR) | 0.1 | $1.3M | 3.7k | 337.75 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | 5.7k | 219.78 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $1.2M | +5% | 3.2k | 389.20 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $1.2M | 38k | 32.80 |
|
|
| Uber Technologies (UBER) | 0.1 | $1.2M | -12% | 15k | 81.71 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | 11k | 107.11 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.2M | +4% | 12k | 99.91 |
|
| Dollar General (DG) | 0.1 | $1.2M | +3% | 9.1k | 132.77 |
|
| American Intl Group Com New (AIG) | 0.1 | $1.2M | +8% | 14k | 85.55 |
|
| Boeing Company (BA) | 0.1 | $1.2M | -4% | 5.4k | 217.12 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.2M | 8.9k | 131.03 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $1.2M | -10% | 6.2k | 188.07 |
|
| Nextera Energy (NEE) | 0.1 | $1.2M | +5% | 15k | 80.28 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.2M | 7.2k | 160.97 |
|
|
| Synopsys (SNPS) | 0.1 | $1.1M | 2.4k | 469.72 |
|
|
| Old Republic International Corporation (ORI) | 0.1 | $1.1M | +4% | 25k | 45.64 |
|
| AutoZone (AZO) | 0.1 | $1.1M | -3% | 334.00 | 3391.50 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.1M | +12% | 7.0k | 161.63 |
|
| Intel Corporation (INTC) | 0.1 | $1.1M | +12% | 30k | 36.90 |
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | -10% | 3.1k | 351.47 |
|
| Howmet Aerospace (HWM) | 0.1 | $1.1M | +24% | 5.4k | 205.02 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | +13% | 1.8k | 614.33 |
|
| Gilead Sciences (GILD) | 0.1 | $1.1M | +19% | 8.8k | 122.74 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | +32% | 1.8k | 579.45 |
|
| Constellation Energy (CEG) | 0.1 | $1.1M | +2% | 3.0k | 353.27 |
|
| Deere & Company (DE) | 0.1 | $1.1M | -4% | 2.3k | 465.57 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.0M | 16k | 67.22 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.0M | +130% | 3.9k | 268.30 |
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $1.0M | -6% | 24k | 44.09 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $1.0M | +8% | 4.3k | 239.64 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.0M | +7% | 59k | 17.35 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.0M | +7% | 2.3k | 453.36 |
|
| Citizens Financial (CFG) | 0.1 | $1.0M | +19% | 17k | 58.41 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $1.0M | -3% | 2.5k | 397.65 |
|
| Hubbell (HUBB) | 0.1 | $1.0M | +8% | 2.3k | 444.11 |
|
| Honeywell International (HON) | 0.1 | $999k | +26% | 5.1k | 195.09 |
|
| Simon Property (SPG) | 0.1 | $989k | +12% | 5.3k | 185.11 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $989k | +5% | 1.1k | 878.96 |
|
| General Motors Company (GM) | 0.1 | $988k | +11% | 12k | 81.32 |
|
| Lowe's Companies (LOW) | 0.1 | $978k | +6% | 4.1k | 241.16 |
|
| CNO Financial (CNO) | 0.1 | $970k | +8% | 23k | 42.47 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $960k | +9% | 14k | 69.40 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $959k | +28% | 18k | 53.94 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $946k | 3.2k | 300.34 |
|
|
| Qualcomm (QCOM) | 0.1 | $934k | +17% | 5.5k | 171.05 |
|
| Walt Disney Company (DIS) | 0.1 | $928k | 8.2k | 113.77 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $923k | +22% | 2.6k | 349.99 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $923k | +4% | 3.6k | 256.03 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $914k | 12k | 74.17 |
|
|
| Rush Enterprises CL B (RUSHB) | 0.1 | $912k | -8% | 16k | 56.26 |
|
| Ecolab (ECL) | 0.1 | $912k | 3.5k | 262.52 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $911k | -7% | 685.00 | 1329.85 |
|
| Hanover Insurance (THG) | 0.1 | $905k | +14% | 4.9k | 182.77 |
|
| Progressive Corporation (PGR) | 0.1 | $902k | -13% | 4.0k | 227.72 |
|
| Cme (CME) | 0.1 | $885k | +2% | 3.2k | 273.08 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $881k | -4% | 5.4k | 162.63 |
|
| Ross Stores (ROST) | 0.1 | $876k | +24% | 4.9k | 180.14 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $864k | +19% | 19k | 45.21 |
|
| Chubb (CB) | 0.1 | $856k | +9% | 2.7k | 312.12 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $852k | 1.8k | 483.67 |
|
|
| American Electric Power Company (AEP) | 0.1 | $847k | +141% | 7.3k | 115.31 |
|
| Norfolk Southern (NSC) | 0.1 | $843k | 2.9k | 288.72 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $840k | 26k | 32.75 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $838k | +6% | 1.1k | 753.78 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $835k | 7.8k | 106.70 |
|
|
| Pulte (PHM) | 0.1 | $832k | +9% | 7.1k | 117.26 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $830k | 3.3k | 252.43 |
|
|
| Ida (IDA) | 0.1 | $827k | +5% | 6.5k | 126.56 |
|
| Stag Industrial (STAG) | 0.1 | $825k | +8% | 23k | 36.76 |
|
| CBOE Holdings (CBOE) | 0.1 | $824k | +6% | 3.3k | 251.00 |
|
| Autodesk (ADSK) | 0.1 | $813k | 2.7k | 296.01 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $813k | +4% | 6.6k | 123.26 |
|
| Oge Energy Corp (OGE) | 0.1 | $802k | -10% | 19k | 42.70 |
|
| Cardinal Health (CAH) | 0.1 | $798k | +125% | 3.9k | 205.50 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $790k | -14% | 21k | 37.96 |
|
| Lifestance Health Group (LFST) | 0.1 | $787k | NEW | 112k | 7.04 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $784k | 8.3k | 94.16 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $783k | -13% | 3.0k | 257.26 |
|
| 3M Company (MMM) | 0.1 | $780k | +10% | 4.9k | 160.10 |
|
| Carlyle Group (CG) | 0.1 | $771k | +42% | 13k | 59.11 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $763k | +8% | 8.0k | 95.92 |
|
| Marvell Technology (MRVL) | 0.1 | $763k | +20% | 9.0k | 84.98 |
|
| Royal Gold (RGLD) | 0.1 | $753k | +6% | 3.4k | 222.29 |
|
| Halliburton Company (HAL) | 0.1 | $747k | +17% | 26k | 28.26 |
|
| Linde SHS (LIN) | 0.1 | $741k | -27% | 1.7k | 426.39 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.1 | $734k | -3% | 8.1k | 90.97 |
|
| Home BancShares (HOMB) | 0.1 | $734k | 26k | 27.78 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $725k | 3.1k | 231.32 |
|
|
| Amplify Etf Tr Amplify Dgtl Pay (IPAY) | 0.1 | $722k | NEW | 14k | 52.04 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $721k | -3% | 4.2k | 173.49 |
|
| Anthem (ELV) | 0.1 | $719k | +81% | 2.1k | 350.55 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $718k | +30% | 9.1k | 79.36 |
|
| ConocoPhillips (COP) | 0.1 | $715k | -6% | 7.6k | 93.61 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $713k | +112% | 666.00 | 1069.86 |
|
| Kroger (KR) | 0.1 | $712k | -13% | 11k | 62.48 |
|
| Devon Energy Corporation (DVN) | 0.1 | $699k | +2% | 19k | 36.63 |
|
| Prologis (PLD) | 0.1 | $682k | +26% | 5.3k | 127.66 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $678k | 13k | 53.36 |
|
|
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $677k | +153% | 1.2k | 582.34 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $668k | +88% | 2.9k | 233.87 |
|
| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $665k | 7.9k | 84.65 |
|
|
| Primerica (PRI) | 0.1 | $664k | -13% | 2.6k | 258.36 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $663k | +124% | 2.2k | 303.89 |
|
| Pfizer (PFE) | 0.1 | $659k | +14% | 27k | 24.90 |
|
| Cigna Corp (CI) | 0.1 | $658k | -26% | 2.4k | 275.22 |
|
| Inspire Med Sys (INSP) | 0.1 | $647k | NEW | 7.0k | 92.23 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $646k | +49% | 5.4k | 119.75 |
|
| Phillips 66 (PSX) | 0.1 | $644k | +7% | 5.0k | 129.05 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $639k | 4.6k | 139.16 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $635k | 13k | 49.59 |
|
|
| SLB Com Stk (SLB) | 0.1 | $631k | +18% | 16k | 38.38 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $629k | -3% | 2.6k | 246.15 |
|
| Vistra Energy (VST) | 0.1 | $627k | -5% | 3.9k | 161.33 |
|
| Danaher Corporation (DHR) | 0.1 | $625k | +25% | 2.7k | 228.92 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $610k | +6% | 7.1k | 86.29 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.1 | $591k | +4% | 19k | 31.22 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $584k | -14% | 1.8k | 324.03 |
|
| United Rentals (URI) | 0.1 | $584k | 721.00 | 809.32 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $582k | +2% | 19k | 30.54 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $581k | -53% | 9.9k | 58.73 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $580k | +21% | 24k | 24.04 |
|
| Starbucks Corporation (SBUX) | 0.1 | $578k | +7% | 6.9k | 84.21 |
|
| SYSCO Corporation (SYY) | 0.1 | $575k | +4% | 7.8k | 73.69 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $572k | -21% | 2.9k | 194.39 |
|
| Moody's Corporation (MCO) | 0.1 | $571k | +10% | 1.1k | 510.85 |
|
| Verizon Communications (VZ) | 0.1 | $570k | -33% | 14k | 40.73 |
|
| FirstEnergy (FE) | 0.1 | $568k | +8% | 13k | 44.77 |
|
| O'reilly Automotive (ORLY) | 0.1 | $563k | +63% | 6.2k | 91.21 |
|
| Realty Income (O) | 0.1 | $554k | +11% | 9.8k | 56.37 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $554k | 6.7k | 82.48 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $538k | +52% | 3.8k | 141.44 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $530k | +10% | 2.4k | 219.36 |
|
| Kla Corp Com New (KLAC) | 0.0 | $526k | 433.00 | 1215.08 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $525k | +37% | 2.6k | 199.48 |
|
| Edwards Lifesciences (EW) | 0.0 | $525k | +8% | 6.2k | 85.25 |
|
| Prudential Financial (PRU) | 0.0 | $524k | +16% | 4.6k | 112.89 |
|
| Medtronic SHS (MDT) | 0.0 | $515k | +11% | 5.4k | 96.06 |
|
| First Busey Corp Com New (BUSE) | 0.0 | $515k | -8% | 22k | 23.79 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $514k | +4% | 2.3k | 226.14 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $511k | +16% | 14k | 37.00 |
|
| Insmed Com Par $.01 (INSM) | 0.0 | $506k | NEW | 2.9k | 174.04 |
|
| Waste Management (WM) | 0.0 | $503k | NEW | 2.3k | 219.71 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $502k | +2% | 3.7k | 135.14 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $489k | -15% | 23k | 20.89 |
|
| Sandisk Corp (SNDK) | 0.0 | $489k | +3% | 2.1k | 237.38 |
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $488k | -4% | 54k | 9.05 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $488k | 5.1k | 96.27 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $476k | 4.6k | 102.80 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $471k | -2% | 9.3k | 50.79 |
|
| Valero Energy Corporation (VLO) | 0.0 | $468k | 2.9k | 162.79 |
|
|
| German American Ban (GABC) | 0.0 | $466k | 12k | 39.18 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $460k | +97% | 3.2k | 143.97 |
|
| Nortonlifelock (GEN) | 0.0 | $455k | 17k | 27.19 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $454k | +21% | 2.2k | 203.19 |
|
| Fortinet (FTNT) | 0.0 | $453k | -5% | 5.7k | 79.41 |
|
| Citigroup Com New (C) | 0.0 | $452k | +22% | 3.9k | 116.69 |
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.0 | $452k | -4% | 14k | 33.27 |
|
| American Tower Reit (AMT) | 0.0 | $452k | 2.6k | 175.57 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $450k | +25% | 5.6k | 80.63 |
|
| Fidelity National Information Services (FIS) | 0.0 | $450k | -5% | 6.8k | 66.46 |
|
| Tko Group Holdings Cl A (TKO) | 0.0 | $438k | NEW | 2.1k | 209.00 |
|
| Roper Industries (ROP) | 0.0 | $424k | NEW | 953.00 | 445.13 |
|
| Kkr & Co (KKR) | 0.0 | $422k | +87% | 3.3k | 127.48 |
|
| Ametek (AME) | 0.0 | $422k | +8% | 2.1k | 205.31 |
|
| Intercontinental Exchange (ICE) | 0.0 | $417k | +61% | 2.6k | 161.96 |
|
| American Water Works (AWK) | 0.0 | $417k | -19% | 3.2k | 130.50 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $407k | -2% | 4.3k | 94.19 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $405k | +11% | 3.0k | 136.07 |
|
| Aon Shs Cl A (AON) | 0.0 | $403k | 1.1k | 352.88 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $400k | -3% | 4.5k | 88.87 |
|
| Lgi Homes (LGIH) | 0.0 | $396k | +18% | 9.2k | 42.96 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $396k | -8% | 823.00 | 480.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $392k | 829.00 | 473.30 |
|
|
| Copart (CPRT) | 0.0 | $388k | -27% | 9.9k | 39.15 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $385k | NEW | 20k | 19.36 |
|
| Nucor Corporation (NUE) | 0.0 | $383k | +34% | 2.4k | 163.12 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $369k | 15k | 24.94 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $367k | +3% | 14k | 26.32 |
|
| Emerson Electric (EMR) | 0.0 | $365k | +12% | 2.8k | 132.74 |
|
| Brunswick Corporation (BC) | 0.0 | $362k | NEW | 4.9k | 74.24 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $357k | +9% | 2.2k | 160.79 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $355k | +22% | 460.00 | 771.87 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $352k | +7% | 3.0k | 116.07 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $351k | 7.1k | 49.65 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $348k | NEW | 1.1k | 328.60 |
|
| Littelfuse (LFUS) | 0.0 | $344k | +38% | 1.4k | 252.92 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $340k | NEW | 7.6k | 44.71 |
|
| Workday Cl A (WDAY) | 0.0 | $339k | -6% | 1.6k | 214.78 |
|
| Dominion Resources (D) | 0.0 | $338k | +12% | 5.8k | 58.59 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $335k | NEW | 12k | 27.21 |
|
| Kinder Morgan (KMI) | 0.0 | $335k | 12k | 27.49 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $333k | -26% | 8.1k | 41.12 |
|
| Paypal Holdings (PYPL) | 0.0 | $329k | -19% | 5.6k | 58.38 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $328k | -5% | 3.3k | 99.88 |
|
| Buckle (BKE) | 0.0 | $326k | 6.1k | 53.42 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $322k | 565.00 | 570.21 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $322k | NEW | 383.00 | 840.95 |
|
| Nordson Corporation (NDSN) | 0.0 | $321k | NEW | 1.3k | 240.43 |
|
| Illinois Tool Works (ITW) | 0.0 | $321k | -2% | 1.3k | 246.30 |
|
| Epam Systems (EPAM) | 0.0 | $318k | NEW | 1.6k | 204.88 |
|
| Corning Incorporated (GLW) | 0.0 | $313k | 3.6k | 87.56 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $312k | -10% | 1.3k | 247.02 |
|
| Microchip Technology (MCHP) | 0.0 | $311k | -16% | 4.9k | 63.72 |
|
| Altria (MO) | 0.0 | $311k | -4% | 5.4k | 57.66 |
|
| Mongodb Cl A (MDB) | 0.0 | $306k | NEW | 730.00 | 419.69 |
|
| Match Group (MTCH) | 0.0 | $303k | +5% | 9.4k | 32.29 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $300k | 5.3k | 56.81 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $299k | +8% | 1.4k | 212.03 |
|
| Metropcs Communications (TMUS) | 0.0 | $294k | -5% | 1.4k | 203.04 |
|
| M&T Bank Corporation (MTB) | 0.0 | $294k | +13% | 1.5k | 201.48 |
|
| Biogen Idec (BIIB) | 0.0 | $292k | NEW | 1.7k | 175.99 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $291k | -14% | 2.4k | 120.96 |
|
| Axon Enterprise (AXON) | 0.0 | $288k | -33% | 507.00 | 567.93 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $287k | 5.9k | 48.56 |
|
|
| EQT Corporation (EQT) | 0.0 | $287k | NEW | 5.4k | 53.60 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $286k | 4.3k | 66.00 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $285k | 3.8k | 75.05 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $284k | NEW | 1.0k | 283.31 |
|
| Block Cl A (XYZ) | 0.0 | $282k | +5% | 4.3k | 65.09 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $282k | 3.0k | 92.45 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $279k | 900.00 | 310.24 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $278k | +12% | 1.3k | 209.19 |
|
| Becton, Dickinson and (BDX) | 0.0 | $276k | +32% | 1.4k | 194.07 |
|
| Wingstop (WING) | 0.0 | $276k | 1.2k | 238.49 |
|
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $274k | NEW | 3.5k | 79.11 |
|
| Aptiv Com Shs (APTV) | 0.0 | $274k | +4% | 3.6k | 76.09 |
|
| Apollo Global Mgmt (APO) | 0.0 | $273k | NEW | 1.9k | 144.76 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $272k | NEW | 4.2k | 65.01 |
|
| AvalonBay Communities (AVB) | 0.0 | $271k | +2% | 1.5k | 181.31 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $270k | -6% | 1.9k | 141.06 |
|
| United Parcel Service CL B (UPS) | 0.0 | $269k | NEW | 2.7k | 99.19 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $268k | -9% | 2.7k | 97.94 |
|
| Steel Dynamics (STLD) | 0.0 | $264k | NEW | 1.6k | 169.45 |
|
| Hope Ban (HOPE) | 0.0 | $264k | -4% | 24k | 10.96 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $264k | 2.2k | 120.17 |
|
|
| Fox Corp Cl B Com (FOX) | 0.0 | $260k | NEW | 4.0k | 64.93 |
|
| MercadoLibre (MELI) | 0.0 | $260k | NEW | 129.00 | 2014.26 |
|
| ON Semiconductor (ON) | 0.0 | $260k | NEW | 4.8k | 54.15 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $259k | -49% | 8.7k | 29.89 |
|
| PNC Financial Services (PNC) | 0.0 | $257k | +14% | 1.2k | 208.73 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $257k | 5.5k | 46.59 |
|
|
| East West Ban (EWBC) | 0.0 | $254k | +7% | 2.3k | 112.39 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $253k | NEW | 2.9k | 87.42 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $252k | +27% | 2.2k | 113.10 |
|
| Nike CL B (NKE) | 0.0 | $252k | +26% | 3.9k | 63.71 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $251k | 1.6k | 154.18 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $251k | 512.00 | 490.65 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $251k | -7% | 2.8k | 89.43 |
|
| Dupont De Nemours (DD) | 0.0 | $250k | +18% | 6.2k | 40.20 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $250k | 2.6k | 96.03 |
|
|
| Carvana Cl A (CVNA) | 0.0 | $249k | 589.00 | 422.02 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $248k | 4.9k | 51.12 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $246k | 1.2k | 204.85 |
|
|
| FedEx Corporation (FDX) | 0.0 | $246k | NEW | 850.00 | 288.86 |
|
| L3harris Technologies (LHX) | 0.0 | $244k | +10% | 832.00 | 293.57 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $243k | 4.2k | 57.49 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $242k | -31% | 1.2k | 199.68 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $240k | 1.7k | 143.56 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $234k | 388.00 | 604.03 |
|
|
| Equinix (EQIX) | 0.0 | $233k | +3% | 304.00 | 766.16 |
|
| Western Alliance Bancorporation (WAL) | 0.0 | $232k | 2.8k | 84.06 |
|
|
| Century Aluminum Company (CENX) | 0.0 | $232k | NEW | 5.9k | 39.18 |
|
| Nrg Energy Com New (NRG) | 0.0 | $230k | NEW | 1.4k | 159.24 |
|
| Yum! Brands (YUM) | 0.0 | $229k | -5% | 1.5k | 151.32 |
|
| CF Bankshares (CFBK) | 0.0 | $227k | NEW | 9.1k | 24.95 |
|
| Darling International (DAR) | 0.0 | $225k | NEW | 6.3k | 36.00 |
|
| AFLAC Incorporated (AFL) | 0.0 | $225k | +2% | 2.0k | 110.27 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $223k | 690.00 | 323.01 |
|
|
| CoStar (CSGP) | 0.0 | $223k | -60% | 3.3k | 67.24 |
|
| Msci (MSCI) | 0.0 | $223k | +8% | 388.00 | 573.73 |
|
| Southern Company (SO) | 0.0 | $221k | -24% | 2.5k | 87.20 |
|
| Ball Corporation (BALL) | 0.0 | $221k | -4% | 4.2k | 52.97 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $221k | NEW | 11k | 19.71 |
|
| Akamai Technologies (AKAM) | 0.0 | $220k | NEW | 2.5k | 87.25 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $219k | NEW | 8.2k | 26.68 |
|
| Roku Com Cl A (ROKU) | 0.0 | $218k | NEW | 2.0k | 108.49 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $217k | NEW | 582.00 | 373.38 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $216k | 4.8k | 45.45 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $215k | NEW | 1.6k | 135.99 |
|
| Targa Res Corp (TRGP) | 0.0 | $215k | NEW | 1.2k | 184.50 |
|
| Webster Financial Corporation (WBS) | 0.0 | $214k | NEW | 3.4k | 62.94 |
|
| Hasbro (HAS) | 0.0 | $211k | NEW | 2.6k | 82.00 |
|
| Celcuity (CELC) | 0.0 | $210k | NEW | 2.1k | 99.74 |
|
| Cushman And Wakefield Common Shares (CWK) | 0.0 | $209k | NEW | 13k | 16.19 |
|
| Cummins (CMI) | 0.0 | $209k | NEW | 409.00 | 510.45 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $208k | NEW | 2.6k | 79.02 |
|
| Travelers Companies (TRV) | 0.0 | $205k | NEW | 708.00 | 290.06 |
|
| General Dynamics Corporation (GD) | 0.0 | $205k | NEW | 609.00 | 336.66 |
|
| Manulife Finl Corp (MFC) | 0.0 | $204k | NEW | 5.6k | 36.28 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $202k | NEW | 4.1k | 49.90 |
|
| F.N.B. Corporation (FNB) | 0.0 | $173k | NEW | 10k | 17.10 |
|
| PG&E Corporation (PCG) | 0.0 | $165k | 10k | 16.07 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $139k | +2% | 12k | 11.73 |
|
| Neogen Corporation (NEOG) | 0.0 | $126k | 18k | 6.99 |
|
|
| Wendy's/arby's Group (WEN) | 0.0 | $120k | +3% | 14k | 8.33 |
|
| Cytek Biosciences (CTKB) | 0.0 | $66k | 13k | 5.05 |
|
|
| B&G Foods (BGS) | 0.0 | $63k | -6% | 15k | 4.30 |
|
| Agilon Health (AGL) | 0.0 | $13k | 18k | 0.69 |
|
Past Filings by Everhart Financial Group
SEC 13F filings are viewable for Everhart Financial Group going back to 2020
- Everhart Financial Group 2025 Q4 filed Jan. 7, 2026
- Everhart Financial Group 2025 Q3 filed Nov. 4, 2025
- Everhart Financial Group 2025 Q2 filed Aug. 7, 2025
- Everhart Financial Group 2025 Q1 filed April 16, 2025
- Everhart Financial Group 2024 Q4 filed Jan. 30, 2025
- Everhart Financial Group 2024 Q3 filed Nov. 4, 2024
- Everhart Financial Group 2024 Q2 filed July 24, 2024
- Everhart Financial Group 2024 Q1 filed May 13, 2024
- Everhart Financial Group 2023 Q4 filed Jan. 12, 2024
- Everhart Financial Group 2023 Q3 filed Oct. 25, 2023
- Everhart Financial Group 2023 Q2 filed July 13, 2023
- Everhart Financial Group 2023 Q1 filed April 25, 2023
- Everhart Financial Group 2022 Q4 filed Feb. 9, 2023
- Everhart Financial Group 2022 Q3 filed Oct. 12, 2022
- Everhart Financial Group 2022 Q2 filed July 12, 2022
- Everhart Financial Group 2022 Q1 filed April 18, 2022