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, BIV, and represent 40.67% of Everhart Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$13M), DFAI (+$8.2M), VUG (+$5.7M), DFAE, NVDA, MSFT, GOOG, AMZN, TSLA, VOO.
- Started 61 new stock positions in CBRE, EWBC, EQIX, DIOD, PULS, LFUS, NUE, IVE, AJG, HOOD.
- Reduced shares in these 10 stocks: VTI, VWO, BIV, VGSH, BND, SCHX, MDGL, CHTR, VXUS, SCHD.
- Sold out of its positions in CNC, CHTR, DAR, DXCM, IFF, USHY, MFC, BOND, RLI, Uniti Group Inc Com reit. BLV.
- Everhart Financial Group was a net buyer of stock by $69M.
- Everhart Financial Group has $998M in assets under management (AUM), dropping by 15.31%.
- Central Index Key (CIK): 0001852858
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Portfolio Holdings for Everhart Financial Group
Everhart Financial Group holds 390 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 14.1 | $141M | +10% | 755k | 186.49 |
|
| Vanguard Index Fds Growth Etf (VUG) | 12.6 | $126M | +4% | 263k | 479.61 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.7 | $67M | -2% | 203k | 328.17 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $41M | +4% | 218k | 186.58 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.2 | $32M | -2% | 408k | 78.09 |
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| Apple (AAPL) | 2.9 | $29M | 115k | 254.63 |
|
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| Microsoft Corporation (MSFT) | 2.9 | $29M | +5% | 56k | 517.95 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.3 | $23M | +55% | 625k | 36.35 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.4 | $14M | 443k | 31.91 |
|
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| Meta Platforms Cl A (META) | 1.4 | $14M | +5% | 19k | 734.38 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $14M | -7% | 254k | 54.18 |
|
| Amazon (AMZN) | 1.3 | $13M | +6% | 61k | 219.57 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.2 | $12M | -2% | 452k | 25.71 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.1 | $11M | +53% | 362k | 31.53 |
|
| Broadcom (AVGO) | 1.0 | $10M | +5% | 31k | 329.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $9.0M | +4% | 29k | 315.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $8.9M | +7% | 37k | 243.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.6M | +10% | 35k | 243.55 |
|
| Tesla Motors (TSLA) | 0.9 | $8.5M | +9% | 19k | 444.72 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $7.6M | +7% | 36k | 208.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.4M | 15k | 502.74 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $7.1M | +6% | 24k | 293.79 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $6.2M | +10% | 36k | 174.58 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $6.2M | +6% | 21k | 297.62 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.9M | 6.4k | 763.00 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.8M | +16% | 7.9k | 612.42 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $4.8M | +6% | 53k | 91.42 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.8M | -4% | 31k | 153.65 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $4.7M | -2% | 163k | 29.11 |
|
| Abbvie (ABBV) | 0.5 | $4.6M | +5% | 20k | 231.54 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $4.6M | +3% | 25k | 182.42 |
|
| Netflix (NFLX) | 0.5 | $4.5M | 3.8k | 1198.92 |
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| Costco Wholesale Corporation (COST) | 0.4 | $4.3M | 4.6k | 925.64 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $4.1M | +8% | 37k | 112.75 |
|
| Visa Com Cl A (V) | 0.4 | $4.1M | 12k | 341.37 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $4.0M | +4% | 5.9k | 669.27 |
|
| Wal-Mart Stores (WMT) | 0.4 | $3.9M | +4% | 38k | 103.06 |
|
| Oracle Corporation (ORCL) | 0.4 | $3.8M | +7% | 14k | 281.23 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $3.8M | 127k | 29.64 |
|
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| Ge Aerospace Com New (GE) | 0.4 | $3.7M | +3% | 12k | 300.82 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $3.4M | +3% | 6.0k | 568.81 |
|
| Ge Vernova (GEV) | 0.3 | $3.1M | +4% | 5.0k | 614.90 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $3.0M | -11% | 41k | 73.46 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.9M | -10% | 106k | 27.30 |
|
| Spotify Technology S A SHS (SPOT) | 0.3 | $2.7M | 3.9k | 698.00 |
|
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| Home Depot (HD) | 0.3 | $2.6M | +4% | 6.5k | 405.21 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.5M | +9% | 14k | 185.42 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $2.4M | +10% | 7.4k | 323.58 |
|
| Advanced Micro Devices (AMD) | 0.2 | $2.4M | +4% | 15k | 161.79 |
|
| Intuit (INTU) | 0.2 | $2.3M | 3.4k | 682.91 |
|
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| Goldman Sachs (GS) | 0.2 | $2.3M | +7% | 2.8k | 796.44 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.3M | -6% | 29k | 78.91 |
|
| Philip Morris International (PM) | 0.2 | $2.3M | +3% | 14k | 162.20 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $2.2M | 78k | 27.90 |
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| Booking Holdings (BKNG) | 0.2 | $2.1M | +3% | 387.00 | 5399.32 |
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| Quanta Services (PWR) | 0.2 | $2.1M | +8% | 5.0k | 414.42 |
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| International Business Machines (IBM) | 0.2 | $2.0M | 7.2k | 282.15 |
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| Cisco Systems (CSCO) | 0.2 | $2.0M | +5% | 29k | 68.42 |
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| Cadence Design Systems (CDNS) | 0.2 | $2.0M | 5.7k | 351.26 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | +7% | 12k | 167.33 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.0M | -19% | 75k | 26.34 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.0M | +5% | 22k | 87.31 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.9M | +9% | 38k | 51.59 |
|
| Caterpillar (CAT) | 0.2 | $1.9M | +18% | 4.0k | 477.11 |
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| TJX Companies (TJX) | 0.2 | $1.9M | +2% | 13k | 144.54 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.8M | +4% | 22k | 83.82 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.8M | 14k | 133.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.8M | 30k | 59.92 |
|
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| Chevron Corporation (CVX) | 0.2 | $1.8M | +11% | 12k | 155.30 |
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| Doordash Cl A (DASH) | 0.2 | $1.8M | +15% | 6.7k | 271.99 |
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| At&t (T) | 0.2 | $1.8M | +5% | 63k | 28.24 |
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| Servicenow (NOW) | 0.2 | $1.7M | 1.9k | 920.28 |
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| McDonald's Corporation (MCD) | 0.2 | $1.7M | -7% | 5.7k | 303.89 |
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| Applied Materials (AMAT) | 0.2 | $1.7M | 8.3k | 204.74 |
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| Uber Technologies (UBER) | 0.2 | $1.7M | +10% | 17k | 97.97 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.7M | -26% | 23k | 74.37 |
|
| Coca-Cola Company (KO) | 0.2 | $1.7M | 25k | 66.32 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.6M | 17k | 97.63 |
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| American Express Company (AXP) | 0.2 | $1.6M | +16% | 4.9k | 332.16 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $1.6M | -9% | 2.3k | 718.54 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.6M | -4% | 32k | 50.07 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.6M | +4% | 5.3k | 293.76 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.5M | 3.1k | 490.38 |
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| Welltower Inc Com reit (WELL) | 0.2 | $1.5M | +16% | 8.6k | 178.14 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.5M | +2% | 12k | 123.75 |
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| Ea Series Trust Strive 1000 Grwt (STXG) | 0.2 | $1.5M | -17% | 30k | 49.92 |
|
| Blackrock (BLK) | 0.2 | $1.5M | +27% | 1.3k | 1165.87 |
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| McKesson Corporation (MCK) | 0.1 | $1.5M | +21% | 1.9k | 772.62 |
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| Palo Alto Networks (PANW) | 0.1 | $1.5M | 7.3k | 203.62 |
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| S&p Global (SPGI) | 0.1 | $1.5M | +2% | 3.1k | 486.71 |
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| AutoZone (AZO) | 0.1 | $1.5M | +10% | 346.00 | 4290.24 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.5M | 2.2k | 666.17 |
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| Itt (ITT) | 0.1 | $1.5M | +9% | 8.3k | 178.76 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.5M | +8% | 9.2k | 158.97 |
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| Cintas Corporation (CTAS) | 0.1 | $1.4M | +4% | 6.9k | 205.26 |
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| Pepsi (PEP) | 0.1 | $1.4M | +6% | 10k | 140.44 |
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| Cloudflare Cl A Com (NET) | 0.1 | $1.4M | +14% | 6.5k | 214.59 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.4M | +5% | 5.4k | 254.28 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | -10% | 3.0k | 447.23 |
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| NiSource (NI) | 0.1 | $1.4M | +2% | 32k | 43.30 |
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| UnitedHealth (UNH) | 0.1 | $1.3M | +75% | 3.9k | 345.31 |
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| Ea Series Trust Strive 1000 Valu (STXV) | 0.1 | $1.3M | -7% | 41k | 32.35 |
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| Stryker Corporation (SYK) | 0.1 | $1.3M | 3.5k | 369.67 |
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| Williams Companies (WMB) | 0.1 | $1.3M | +18% | 21k | 63.35 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.3M | +5% | 8.8k | 145.71 |
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| Trane Technologies SHS (TT) | 0.1 | $1.3M | +2% | 3.0k | 421.96 |
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| Micron Technology (MU) | 0.1 | $1.3M | +26% | 7.6k | 167.32 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.3M | +7% | 2.0k | 638.89 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.2M | -37% | 21k | 58.85 |
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| Boeing Company (BA) | 0.1 | $1.2M | +25% | 5.7k | 215.83 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | -6% | 5.7k | 215.79 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $1.2M | 38k | 32.12 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.2M | +34% | 9.0k | 133.90 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $1.2M | +19% | 2.6k | 456.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | +3% | 11k | 106.49 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $1.2M | +116% | 24k | 49.01 |
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| Synopsys (SNPS) | 0.1 | $1.2M | 2.4k | 493.39 |
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| CSX Corporation (CSX) | 0.1 | $1.2M | +11% | 33k | 35.51 |
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| salesforce (CRM) | 0.1 | $1.2M | -8% | 5.0k | 236.98 |
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| Univest Corp. of PA (UVSP) | 0.1 | $1.2M | +23% | 39k | 30.02 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.2M | -19% | 8.1k | 142.55 |
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| Newmont Mining Corporation (NEM) | 0.1 | $1.2M | +26% | 14k | 84.31 |
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| Amgen (AMGN) | 0.1 | $1.2M | +2% | 4.1k | 282.20 |
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| AmerisourceBergen (COR) | 0.1 | $1.1M | +10% | 3.7k | 312.53 |
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| Linde SHS (LIN) | 0.1 | $1.1M | +7% | 2.4k | 475.00 |
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| Progressive Corporation (PGR) | 0.1 | $1.1M | 4.6k | 246.95 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | +27% | 12k | 95.47 |
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| Western Digital (WDC) | 0.1 | $1.1M | +30% | 9.3k | 120.06 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | +15% | 5.7k | 192.74 |
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| Deere & Company (DE) | 0.1 | $1.1M | +3% | 2.4k | 457.26 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $1.1M | -6% | 25k | 43.20 |
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| Capital One Financial (COF) | 0.1 | $1.1M | +23% | 5.1k | 212.58 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.1M | 7.2k | 148.61 |
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| Nextera Energy (NEE) | 0.1 | $1.0M | +4% | 14k | 75.49 |
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| Automatic Data Processing (ADP) | 0.1 | $1.0M | +24% | 3.5k | 293.49 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.0M | +6% | 16k | 65.92 |
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| Rush Enterprises CL B (RUSHB) | 0.1 | $1.0M | +4% | 18k | 57.42 |
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| Merck & Co (MRK) | 0.1 | $1.0M | +2% | 12k | 83.93 |
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| Old Republic International Corporation (ORI) | 0.1 | $1.0M | +10% | 24k | 42.47 |
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| American Intl Group Com New (AIG) | 0.1 | $1.0M | +15% | 13k | 78.54 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $1000k | +15% | 3.9k | 259.44 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $990k | +17% | 6.2k | 159.89 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $977k | +5% | 741.00 | 1318.02 |
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| Constellation Energy (CEG) | 0.1 | $974k | +28% | 3.0k | 329.07 |
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| Oge Energy Corp (OGE) | 0.1 | $968k | +5% | 21k | 46.27 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $955k | -6% | 55k | 17.27 |
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| Lowe's Companies (LOW) | 0.1 | $955k | +5% | 3.8k | 251.31 |
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| Analog Devices (ADI) | 0.1 | $951k | +22% | 3.9k | 245.70 |
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| Ecolab (ECL) | 0.1 | $942k | +18% | 3.4k | 273.86 |
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| Cigna Corp (CI) | 0.1 | $939k | +25% | 3.3k | 288.23 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $937k | +4% | 4.0k | 235.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $936k | +10% | 1.6k | 600.24 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $932k | +19% | 48k | 19.53 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $927k | 3.1k | 294.36 |
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| Walt Disney Company (DIS) | 0.1 | $925k | +4% | 8.1k | 114.50 |
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| Verizon Communications (VZ) | 0.1 | $922k | 21k | 43.95 |
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| Dollar General (DG) | 0.1 | $909k | 8.8k | 103.35 |
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| Hubbell (HUBB) | 0.1 | $901k | +17% | 2.1k | 430.31 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $898k | +14% | 12k | 72.44 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $894k | +10% | 3.5k | 258.36 |
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| Intel Corporation (INTC) | 0.1 | $894k | 27k | 33.55 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $893k | +11% | 1.8k | 499.21 |
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| Simon Property (SPG) | 0.1 | $891k | +20% | 4.8k | 187.67 |
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| Autodesk (ADSK) | 0.1 | $890k | +16% | 2.8k | 317.67 |
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| Kroger (KR) | 0.1 | $890k | +22% | 13k | 67.41 |
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| Cheniere Energy Com New (LNG) | 0.1 | $880k | +27% | 3.7k | 234.98 |
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| Norfolk Southern (NSC) | 0.1 | $863k | +12% | 2.9k | 300.41 |
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| Pulte (PHM) | 0.1 | $854k | +18% | 6.5k | 132.13 |
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| Cme (CME) | 0.1 | $851k | +21% | 3.2k | 270.19 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $851k | 26k | 33.37 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $850k | +7% | 3.3k | 254.09 |
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| Honeywell International (HON) | 0.1 | $850k | +12% | 4.0k | 210.48 |
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| Howmet Aerospace (HWM) | 0.1 | $841k | +2% | 4.3k | 196.23 |
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| CNO Financial (CNO) | 0.1 | $834k | +5% | 21k | 39.55 |
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| Primerica (PRI) | 0.1 | $827k | 3.0k | 277.59 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $824k | -6% | 7.7k | 106.78 |
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| Ida (IDA) | 0.1 | $819k | +10% | 6.2k | 132.15 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $818k | +11% | 2.1k | 391.64 |
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| Gilead Sciences (GILD) | 0.1 | $816k | +41% | 7.4k | 111.00 |
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| Strategy Cl A New (MSTR) | 0.1 | $812k | 2.5k | 322.21 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $807k | +5% | 1.1k | 758.15 |
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| Vistra Energy (VST) | 0.1 | $806k | +5% | 4.1k | 195.92 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $791k | +22% | 4.3k | 183.74 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $790k | +5% | 8.3k | 95.14 |
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| Hanover Insurance (THG) | 0.1 | $783k | +8% | 4.3k | 181.63 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $782k | 1.0k | 746.63 |
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| ConocoPhillips (COP) | 0.1 | $774k | +2% | 8.2k | 94.58 |
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| Qualcomm (QCOM) | 0.1 | $772k | +24% | 4.6k | 166.36 |
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| Citizens Financial (CFG) | 0.1 | $770k | +45% | 15k | 53.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $761k | 6.3k | 120.72 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $760k | +10% | 2.2k | 352.75 |
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| Nasdaq Omx (NDAQ) | 0.1 | $757k | +14% | 8.6k | 88.45 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| CBOE Holdings (CBOE) | 0.1 | $753k | +20% | 3.1k | 245.25 |
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| Nvent Electric SHS (NVT) | 0.1 | $752k | +2% | 7.6k | 98.64 |
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| Home BancShares (HOMB) | 0.1 | $751k | +5% | 27k | 28.30 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $747k | +114% | 5.0k | 150.86 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.1 | $739k | -9% | 8.3k | 88.65 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $737k | +4% | 2.2k | 337.49 |
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| Stag Industrial (STAG) | 0.1 | $732k | 21k | 35.29 |
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| Union Pacific Corporation (UNP) | 0.1 | $728k | +36% | 3.1k | 236.37 |
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| Sherwin-Williams Company (SHW) | 0.1 | $727k | +16% | 2.1k | 346.18 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $718k | +33% | 13k | 56.75 |
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| CoStar (CSGP) | 0.1 | $713k | +18% | 8.5k | 84.37 |
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| Chubb (CB) | 0.1 | $707k | +16% | 2.5k | 282.25 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $689k | -7% | 16k | 42.96 |
|
| United Rentals (URI) | 0.1 | $686k | +24% | 719.00 | 954.66 |
|
| 3M Company (MMM) | 0.1 | $682k | +23% | 4.4k | 155.17 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $677k | +75% | 1.4k | 485.02 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $665k | +7% | 7.3k | 90.73 |
|
| General Motors Company (GM) | 0.1 | $662k | +25% | 11k | 60.97 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.1 | $655k | 7.9k | 83.41 |
|
|
| Devon Energy Corporation (DVN) | 0.1 | $653k | +27% | 19k | 35.06 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $643k | 2.7k | 241.99 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $643k | -2% | 4.6k | 140.05 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $641k | NEW | 13k | 49.83 |
|
| Royal Gold (RGLD) | 0.1 | $640k | +7% | 3.2k | 200.58 |
|
| Phillips 66 (PSX) | 0.1 | $632k | +36% | 4.6k | 136.02 |
|
| Highwoods Properties (HIW) | 0.1 | $632k | +6% | 20k | 31.82 |
|
| Marvell Technology (MRVL) | 0.1 | $625k | +28% | 7.4k | 84.07 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $622k | +52% | 14k | 45.10 |
|
| SYSCO Corporation (SYY) | 0.1 | $618k | +21% | 7.5k | 82.34 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $616k | +16% | 13k | 48.33 |
|
| Copart (CPRT) | 0.1 | $613k | +16% | 14k | 44.97 |
|
| Exp World Holdings Inc equities (EXPI) | 0.1 | $601k | +20% | 56k | 10.66 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $598k | 28k | 21.57 |
|
|
| Ross Stores (ROST) | 0.1 | $593k | +17% | 3.9k | 152.39 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $593k | +8% | 4.7k | 126.04 |
|
| Pfizer (PFE) | 0.1 | $590k | +83% | 23k | 25.48 |
|
| Carlyle Group (CG) | 0.1 | $573k | +23% | 9.1k | 62.70 |
|
| United Cmnty Bks Ga Cap Stk (UCB) | 0.1 | $566k | +14% | 18k | 31.35 |
|
| American Water Works (AWK) | 0.1 | $552k | +19% | 4.0k | 139.19 |
|
| Halliburton Company (HAL) | 0.1 | $552k | +23% | 22k | 24.60 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $547k | +4% | 6.6k | 82.50 |
|
| First Busey Corp Com New (BUSE) | 0.1 | $546k | +8% | 24k | 23.15 |
|
| Axon Enterprise (AXON) | 0.1 | $545k | +14% | 759.00 | 717.64 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $543k | 17k | 31.42 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $542k | +26% | 6.4k | 84.60 |
|
| Realty Income (O) | 0.1 | $537k | +19% | 8.8k | 60.79 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $535k | +38% | 19k | 28.91 |
|
| FirstEnergy (FE) | 0.1 | $534k | +18% | 12k | 45.82 |
|
| Sellas Life Sciences Group I Com New (SLS) | 0.1 | $533k | NEW | 331k | 1.61 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $530k | +3% | 6.6k | 80.17 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $522k | +9% | 11k | 47.25 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $522k | +26% | 6.9k | 75.39 |
|
| Fortinet (FTNT) | 0.1 | $510k | +5% | 6.1k | 84.08 |
|
| Fiserv (FI) | 0.1 | $502k | -21% | 3.9k | 128.93 |
|
| American Tower Reit (AMT) | 0.1 | $500k | +10% | 2.6k | 192.32 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $492k | 5.1k | 96.55 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $491k | +27% | 2.2k | 225.55 |
|
| Valero Energy Corporation (VLO) | 0.0 | $491k | +53% | 2.9k | 170.26 |
|
| Prologis (PLD) | 0.0 | $485k | +49% | 4.2k | 114.52 |
|
| Nortonlifelock (GEN) | 0.0 | $484k | +9% | 17k | 28.39 |
|
| Moody's Corporation (MCO) | 0.0 | $480k | 1.0k | 476.48 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $475k | +37% | 14k | 34.37 |
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.0 | $473k | +11% | 14k | 33.12 |
|
| Paypal Holdings (PYPL) | 0.0 | $471k | +16% | 7.0k | 67.06 |
|
| Fidelity National Information Services (FIS) | 0.0 | $471k | -15% | 7.1k | 65.94 |
|
| German American Ban (GABC) | 0.0 | $468k | 12k | 39.27 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $464k | +4% | 430.00 | 1078.60 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $463k | +68% | 20k | 23.28 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $463k | -7% | 12k | 39.19 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $459k | -5% | 7.1k | 65.00 |
|
| Medtronic SHS (MDT) | 0.0 | $457k | +41% | 4.8k | 95.24 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $457k | 1.6k | 281.86 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $452k | +32% | 4.7k | 96.49 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $447k | NEW | 3.6k | 123.75 |
|
| Edwards Lifesciences (EW) | 0.0 | $442k | +24% | 5.7k | 77.77 |
|
| Danaher Corporation (DHR) | 0.0 | $433k | 2.2k | 198.26 |
|
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.0 | $418k | +87% | 4.4k | 94.30 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $416k | -2% | 898.00 | 463.74 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $414k | -41% | 1.7k | 246.60 |
|
| Aon Shs Cl A (AON) | 0.0 | $414k | +27% | 1.2k | 356.58 |
|
| Prudential Financial (PRU) | 0.0 | $414k | +32% | 4.0k | 103.75 |
|
| Dupont De Nemours (DD) | 0.0 | $410k | +24% | 5.3k | 77.90 |
|
| Smucker J M Com New (SJM) | 0.0 | $408k | +11% | 3.8k | 108.59 |
|
| O'reilly Automotive (ORLY) | 0.0 | $406k | NEW | 3.8k | 107.81 |
|
| Workday Cl A (WDAY) | 0.0 | $406k | -3% | 1.7k | 240.73 |
|
| Lgi Homes (LGIH) | 0.0 | $403k | NEW | 7.8k | 51.71 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $398k | +51% | 3.6k | 109.95 |
|
| Air Products & Chemicals (APD) | 0.0 | $384k | +18% | 1.4k | 272.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $381k | +58% | 813.00 | 468.41 |
|
| Microchip Technology (MCHP) | 0.0 | $376k | +48% | 5.9k | 64.22 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $375k | +8% | 9.6k | 39.22 |
|
| Altria (MO) | 0.0 | $374k | +40% | 5.7k | 66.06 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.0 | $374k | -2% | 15k | 24.93 |
|
| Metropcs Communications (TMUS) | 0.0 | $368k | +7% | 1.5k | 239.34 |
|
| Anthem (ELV) | 0.0 | $365k | -11% | 1.1k | 323.11 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $361k | -21% | 4.4k | 81.20 |
|
| Buckle (BKE) | 0.0 | $359k | 6.1k | 58.66 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $358k | -4% | 11k | 31.58 |
|
| Ametek (AME) | 0.0 | $355k | +63% | 1.9k | 188.00 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $349k | 1.8k | 195.86 |
|
|
| Kinder Morgan (KMI) | 0.0 | $349k | +50% | 12k | 28.31 |
|
| Illinois Tool Works (ITW) | 0.0 | $349k | NEW | 1.3k | 260.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $349k | 3.5k | 100.25 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $346k | NEW | 567.00 | 609.86 |
|
| American Electric Power Company (AEP) | 0.0 | $343k | NEW | 3.0k | 112.51 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $343k | +33% | 2.7k | 128.35 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $334k | +16% | 2.8k | 118.44 |
|
| Diodes Incorporated (DIOD) | 0.0 | $330k | NEW | 6.2k | 53.21 |
|
| Keysight Technologies (KEYS) | 0.0 | $323k | +21% | 1.8k | 174.92 |
|
| Emerson Electric (EMR) | 0.0 | $322k | NEW | 2.5k | 131.18 |
|
| Citigroup Com New (C) | 0.0 | $320k | NEW | 3.2k | 101.49 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $320k | NEW | 2.0k | 157.56 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $319k | -11% | 14k | 23.65 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $317k | 6.0k | 52.78 |
|
|
| Southern Company (SO) | 0.0 | $317k | NEW | 3.3k | 94.78 |
|
| Match Group (MTCH) | 0.0 | $314k | +17% | 8.9k | 35.32 |
|
| Dominion Resources (D) | 0.0 | $313k | NEW | 5.1k | 61.17 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $308k | NEW | 2.8k | 108.95 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $303k | +12% | 313.00 | 968.09 |
|
| Charles River Laboratories (CRL) | 0.0 | $299k | NEW | 1.9k | 156.46 |
|
| Block Cl A (XYZ) | 0.0 | $298k | +33% | 4.1k | 72.27 |
|
| Aptiv Com Shs (APTV) | 0.0 | $296k | NEW | 3.4k | 86.22 |
|
| Zoetis Cl A (ZTS) | 0.0 | $293k | -16% | 2.0k | 146.32 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $292k | NEW | 5.3k | 55.33 |
|
| Wingstop (WING) | 0.0 | $291k | 1.2k | 251.68 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $289k | +42% | 4.6k | 62.47 |
|
| Corning Incorporated (GLW) | 0.0 | $289k | NEW | 3.5k | 82.03 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $286k | -42% | 3.0k | 94.88 |
|
| Clorox Company (CLX) | 0.0 | $285k | +20% | 2.3k | 123.30 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $283k | +7% | 4.3k | 65.26 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $283k | NEW | 2.1k | 137.81 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.0 | $282k | NEW | 3.1k | 91.56 |
|
| AvalonBay Communities (AVB) | 0.0 | $281k | -18% | 1.5k | 193.17 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $278k | 3.8k | 73.29 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $278k | NEW | 1.6k | 170.89 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $272k | NEW | 973.00 | 279.29 |
|
| Hope Ban (HOPE) | 0.0 | $270k | +15% | 25k | 10.77 |
|
| Cardinal Health (CAH) | 0.0 | $270k | NEW | 1.7k | 156.98 |
|
| Intercontinental Exchange (ICE) | 0.0 | $269k | NEW | 1.6k | 168.48 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $268k | -19% | 3.0k | 88.96 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $268k | NEW | 1.3k | 206.47 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $259k | 2.2k | 118.82 |
|
|
| Littelfuse (LFUS) | 0.0 | $254k | NEW | 979.00 | 259.01 |
|
| M&T Bank Corporation (MTB) | 0.0 | $253k | NEW | 1.3k | 197.62 |
|
| Ameriprise Financial (AMP) | 0.0 | $252k | NEW | 513.00 | 491.29 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $250k | NEW | 1.7k | 143.18 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $249k | 4.2k | 59.74 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $248k | NEW | 1.2k | 209.34 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $247k | 1.7k | 142.41 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $247k | 5.5k | 44.69 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $243k | 2.6k | 93.37 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $243k | 4.8k | 50.90 |
|
|
| Yum! Brands (YUM) | 0.0 | $243k | NEW | 1.6k | 152.03 |
|
| Western Alliance Bancorporation (WAL) | 0.0 | $241k | NEW | 2.8k | 86.72 |
|
| CF Industries Holdings (CF) | 0.0 | $240k | +21% | 2.7k | 89.70 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $240k | -11% | 1.2k | 199.47 |
|
| Eaton Corp SHS (ETN) | 0.0 | $237k | NEW | 634.00 | 374.25 |
|
| Nucor Corporation (NUE) | 0.0 | $237k | NEW | 1.8k | 135.42 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $236k | +2% | 1.7k | 140.99 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $236k | NEW | 905.00 | 260.44 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $233k | NEW | 390.00 | 596.21 |
|
| Equinix (EQIX) | 0.0 | $230k | NEW | 294.00 | 783.24 |
|
| L3harris Technologies (LHX) | 0.0 | $230k | NEW | 752.00 | 305.41 |
|
| Kkr & Co (KKR) | 0.0 | $229k | NEW | 1.8k | 129.95 |
|
| Harley-Davidson (HOG) | 0.0 | $229k | NEW | 8.2k | 27.90 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $226k | 1.2k | 193.35 |
|
|
| Carvana Cl A (CVNA) | 0.0 | $226k | NEW | 599.00 | 377.24 |
|
| EOG Resources (EOG) | 0.0 | $225k | NEW | 2.0k | 112.12 |
|
| East West Ban (EWBC) | 0.0 | $224k | NEW | 2.1k | 106.45 |
|
| Sandisk Corp (SNDK) | 0.0 | $223k | NEW | 2.0k | 112.20 |
|
| AFLAC Incorporated (AFL) | 0.0 | $223k | NEW | 2.0k | 111.70 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $220k | NEW | 1.5k | 145.67 |
|
| Ball Corporation (BALL) | 0.0 | $220k | -23% | 4.4k | 50.42 |
|
| Nike CL B (NKE) | 0.0 | $218k | NEW | 3.1k | 69.73 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $218k | NEW | 680.00 | 320.04 |
|
| PNC Financial Services (PNC) | 0.0 | $216k | NEW | 1.1k | 200.93 |
|
| Fortune Brands (FBIN) | 0.0 | $214k | -7% | 4.0k | 53.39 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $212k | NEW | 377.00 | 562.27 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $211k | -66% | 459.00 | 458.66 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $210k | -32% | 4.7k | 44.19 |
|
| Republic Services (RSG) | 0.0 | $207k | NEW | 902.00 | 229.50 |
|
| Cushman Wakefield SHS (CWK) | 0.0 | $206k | -2% | 13k | 15.92 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $205k | NEW | 661.00 | 309.74 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $204k | NEW | 763.00 | 267.21 |
|
| Park National Corporation (PRK) | 0.0 | $203k | NEW | 1.3k | 162.53 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $203k | NEW | 1.7k | 119.99 |
|
| Msci (MSCI) | 0.0 | $203k | NEW | 357.00 | 567.41 |
|
| Albemarle Corporation (ALB) | 0.0 | $202k | NEW | 2.5k | 81.08 |
|
| Becton, Dickinson and (BDX) | 0.0 | $201k | NEW | 1.1k | 187.17 |
|
| PG&E Corporation (PCG) | 0.0 | $156k | NEW | 10k | 15.08 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $127k | +36% | 14k | 9.16 |
|
| Banco Santander Adr (SAN) | 0.0 | $122k | +8% | 12k | 10.48 |
|
| Neogen Corporation (NEOG) | 0.0 | $103k | 18k | 5.71 |
|
|
| B&G Foods (BGS) | 0.0 | $69k | -3% | 16k | 4.43 |
|
| Cytek Biosciences (CTKB) | 0.0 | $45k | 13k | 3.47 |
|
|
| Cognition Therapeutics (CGTX) | 0.0 | $43k | NEW | 32k | 1.35 |
|
| Agilon Health (AGL) | 0.0 | $19k | 18k | 1.03 |
|
Past Filings by Everhart Financial Group
SEC 13F filings are viewable for Everhart Financial Group going back to 2020
- 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
- Everhart Financial Group 2021 Q4 filed Jan. 21, 2022