Everhart Financial Group, Inc. Purchases in Q1 2025

Everhart Financial Group, Inc.

  • $719 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
549K
+ 778.06%
$167.73 - $179.21 $92M - $98.3M
619K $106M
VUG
Vanguard Growth ETF

ETFs
189K
+ 720.63%
$369.1 - $427.61 $69.6M - $80.6M
215K $79.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
457K
+ 1869.08%
$73.78 - $76.59 $33.7M - $35M
482K $36.8M
VTI
Vanguard Total Stock Market Et

ETFs
83.1K
+ 63.65%
$271.18 - $303.12 $22.5M - $25.2M
214K $58.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
203K
+ 206.49%
$42.5 - $46.71 $8.62M - $9.47M
301K $13.6M
DFAI
Dimensional ETF Tr

ETFs
155K
New
$28.88 - $32.4 $4.47M - $5.01M
155K $4.83M
VGSH
Vanguard

ETFs
58K
New
$58.07 - $58.69 $3.37M - $3.4M
58K $3.4M
DFAE
Dimensional ETF Tr

ETFs
87.8K
New
$24.64 - $26.86 $2.16M - $2.36M
87.8K $2.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
662
+ 6.23%
$442.66 - $534.52 $293K - $354K
11.3K $6.01M
LLY
Eli Lilly & CO

Healthcare
792
+ 15.92%
$725.72 - $929.72 $575K - $736K
5.77K $4.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
41.2K
+ 77.93%
$21.75 - $24.28 $896K - $1M
94.1K $2.07M
COST
Costco Wholesale Corp

Consumer Defensive
717
+ 20.49%
$890.62 - $1076.86 $639K - $772K
4.22K $3.99M
ABBV
Abb Vie Inc.

Healthcare
1.1K
+ 6.35%
$169.2 - $216.66 $186K - $238K
18.4K $3.85M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.18K
+ 16.57%
$58.01 - $64.46 $533K - $592K
64.6K $4.04M
V
Visa Inc.

Financial Services
1.17K
+ 11.62%
$306.92 - $362.71 $359K - $424K
11.2K $3.94M
AMGN
Amgen Inc

Healthcare
1.8K
+ 91.82%
$258.59 - $327.36 $464K - $588K
3.75K $1.17M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.8K
New
$59.61 - $66.71 $646K - $722K
10.8K $654K
VOE
Vanguard Mid Cap Value Index F

ETFs
4.5K
+ 19.04%
$156.61 - $168.02 $705K - $757K
28.2K $4.48M
XOM
Exxon Mobil Corp

Energy
2.46K
+ 7.94%
$105.44 - $118.93 $260K - $293K
33.5K $3.98M
MA
Mastercard Inc

Financial Services
867
+ 18.64%
$504.67 - $576.31 $438K - $500K
5.52K $3.02M
PM
Philip Morris International Inc.

Consumer Defensive
768
+ 6.7%
$117.15 - $158.79 $90K - $122K
12.2K $1.94M
INTC
Intel Corp

Technology
24.7K
New
$19.1 - $27.39 $472K - $677K
24.7K $561K
VNQ
Vanguard Specialized Funds Van

ETFs
5.97K
+ 15.48%
$85.55 - $94.34 $510K - $563K
44.5K $3.99M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.51K
+ 54.38%
$110.75 - $119.78 $499K - $540K
12.8K $1.49M
CVX
Chevron Corp

Energy
1.98K
+ 22.34%
$146.71 - $167.97 $291K - $333K
10.9K $1.82M
ELV
Elevance Health, Inc.

Healthcare
1.19K
New
$365.9 - $436.25 $436K - $520K
1.19K $518K
DVN
Devon Energy Corp

Energy
13.4K
New
$33.15 - $38.55 $444K - $517K
13.4K $501K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 28.82%
$507.05 - $563.67 $586K - $651K
5.16K $2.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
999
+ 90.57%
$497.6 - $606.74 $497K - $606K
2.1K $1.05M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.24K
New
$49.78 - $53.19 $460K - $492K
9.24K $467K
PEP
Pepsico Inc

Consumer Defensive
3.21K
+ 48.86%
$142.64 - $156.42 $457K - $502K
9.77K $1.46M
KO
Coca Cola CO

Consumer Defensive
3.88K
+ 19.48%
$60.81 - $72.32 $236K - $281K
23.8K $1.71M
GE
General Electric CO

Industrials
667
+ 7.11%
$168.59 - $212.13 $112K - $141K
10K $2.01M
GABC
German American Bancorp, Inc.

Financial Services
11.9K
New
$37.21 - $41.71 $443K - $497K
11.9K $446K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.38K
+ 20.47%
$71.17 - $73.66 $383K - $396K
31.6K $2.32M
ABT
Abbott Laboratories

Healthcare
1.64K
+ 15.84%
$111.1 - $140.22 $182K - $229K
12K $1.59M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
553
+ 33.39%
$402.49 - $513.76 $223K - $284K
2.21K $1.07M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.34K
+ 13.02%
$237.72 - $276.98 $556K - $647K
20.3K $4.95M
SPOT
Spotify Technology S.A.

Communication Services
117
+ 3.59%
$457.79 - $648.32 $53.6K - $75.9K
3.37K $1.85M
T
At&T Inc.

Communication Services
4.07K
+ 8.17%
$21.56 - $28.28 $87.8K - $115K
53.9K $1.53M
VBR
Vanguard Small Cap Value ETF

ETFs
3.77K
+ 14.55%
$183.02 - $207.75 $690K - $784K
29.7K $5.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.56K
New
$95.85 - $99.25 $341K - $353K
3.56K $351K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
235
New
$1187.71 - $1432.58 $279K - $337K
235 $336K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.57K
New
$89.27 - $92.9 $318K - $331K
3.57K $329K
CI
Cigna Corp

Healthcare
778
+ 57.25%
$274.49 - $329.0 $214K - $256K
2.14K $703K
UBER
Uber Technologies, Inc

Technology
2.88K
+ 31.47%
$63.17 - $81.49 $182K - $235K
12K $877K
RTX
Raytheon Technologies Corp

Industrials
1.23K
+ 13.86%
$114.1 - $135.66 $141K - $167K
10.1K $1.34M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.37K
New
$190.84 - $226.29 $261K - $310K
1.37K $309K
CCI
Crown Castle International Corp

Real Estate
2.95K
New
$84.33 - $106.39 $248K - $313K
2.95K $306K
Activity Summary
Buys All Purchases 253 New Holdings 42 Increased Positions 211 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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