Everhart Financial Group, Inc. Purchases in Q2 2025

Everhart Financial Group, Inc.

  • $852 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.23K
+ 217.37%
$121.58 - $136.74 $392K - $441K
4.71K $639K
IDXX
Idexx Laboratories Inc

Healthcare
538
+ 41.87%
$361.04 - $536.34 $194K - $289K
1.82K $977K
DG
Dollar General Corp

Consumer Defensive
2.32K
+ 36.74%
$86.02 - $114.95 $200K - $267K
8.63K $987K
HWM
Howmet Aerospace Inc.

Industrials
1.49K
+ 55.22%
$112.33 - $186.13 $168K - $278K
4.19K $780K
MS
Morgan Stanley

Financial Services
1.94K
+ 29.79%
$99.83 - $140.86 $193K - $273K
8.44K $1.19M
VNQ
Vanguard Specialized Funds Van

ETFs
4.87K
+ 10.94%
$79.79 - $91.42 $388K - $445K
49.4K $4.4M
V
Visa Inc.

Financial Services
954
+ 8.49%
$308.27 - $373.31 $294K - $356K
12.2K $4.33M
CSCO
Cisco Systems, Inc.

Technology
2.82K
+ 11.45%
$53.19 - $69.38 $150K - $196K
27.5K $1.91M
SNOW
Snowflake Inc.

Technology
1.71K
New
$130.53 - $223.77 $223K - $382K
1.71K $382K
CVS
Cvs Health Corp

Healthcare
5.49K
New
$60.04 - $70.18 $329K - $385K
5.49K $378K
TT
Trane Technologies PLC

Industrials
224
+ 8.15%
$315.21 - $437.41 $70.6K - $98K
2.97K $1.3M
CTAS
Cintas Corp

Industrials
1.14K
+ 20.81%
$190.11 - $227.66 $216K - $259K
6.61K $1.47M
CEG
Constellation Energy Corp

Utilities
218
+ 10.47%
$170.96 - $322.76 $37.3K - $70.4K
2.3K $742K
AXON
Axon Enterprise, Inc.

Industrials
227
+ 52.06%
$497.13 - $827.94 $113K - $188K
663 $548K
LLY
Eli Lilly & CO

Healthcare
749
+ 12.99%
$713.71 - $898.95 $535K - $673K
6.52K $5.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.07K
New
$35.9 - $43.76 $254K - $309K
7.07K $305K
APP
App Lovin Corp

Technology
312
+ 14.16%
$219.37 - $417.89 $68.4K - $130K
2.52K $880K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
6.84K
+ 22.39%
$23.87 - $29.82 $163K - $204K
37.4K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
297
+ 15.4%
$496.48 - $617.85 $147K - $184K
2.23K $1.38M
VTHR
Vanguard Russell 3000 ETF

ETFs
852
+ 37.11%
$218.71 - $272.75 $186K - $232K
3.15K $858K
ECL
Ecolab Inc.

Basic Materials
963
+ 49.79%
$225.65 - $270.95 $217K - $261K
2.9K $780K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.19K
+ 86.85%
$205.81 - $234.23 $245K - $278K
2.56K $596K
WFC
Wells Fargo & Company

Financial Services
1.56K
+ 8.01%
$60.98 - $80.12 $95.2K - $125K
21.1K $1.69M
VEA
Vanguard Ftse Developed Market

ETFs
2.08K
+ 7.21%
$45.65 - $57.01 $95K - $119K
31K $1.76M
AXP
American Express CO

Financial Services
267
+ 6.7%
$231.39 - $318.98 $61.8K - $85.2K
4.25K $1.36M
PH
Parker Hannifin Corp

Industrials
312
+ 44.57%
$517.23 - $700.54 $161K - $219K
1.01K $706K
BA
Boeing CO

Industrials
556
+ 14.04%
$136.59 - $217.51 $75.9K - $121K
4.52K $946K
TTD
Trade Desk, Inc.

Technology
1.37K
+ 13.99%
$45.27 - $79.4 $62K - $109K
11.2K $803K
RTX
Raytheon Technologies Corp

Industrials
899
+ 8.89%
$113.75 - $148.48 $102K - $133K
11K $1.61M
TTWO
Take Two Interactive Software Inc

Communication Services
748
+ 31.53%
$194.58 - $243.05 $146K - $182K
3.12K $757K
HD
Home Depot, Inc.

Consumer Cyclical
722
+ 13.16%
$335.24 - $380.78 $242K - $275K
6.21K $2.28M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.35K
New
$162.65 - $188.71 $220K - $255K
1.35K $254K
FNDF
Schwab Fundamental Intl Large

ETFs
5.23K
+ 42.94%
$32.25 - $40.02 $169K - $209K
17.4K $696K
JCI
Johnson Controls International PLC

Industrials
2.39K
New
$71.14 - $105.62 $170K - $252K
2.39K $252K
ABT
Abbott Laboratories

Healthcare
1.56K
+ 13.07%
$123.95 - $138.08 $194K - $216K
13.5K $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
1.21K
+ 24.34%
$285.55 - $321.23 $344K - $387K
6.16K $1.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
444
+ 0.35%
$22.92 - $28.05 $10.2K - $12.5K
127K $3.58M
TDG
Trans Digm Group Inc

Industrials
101
+ 16.86%
$1231.75 - $1520.64 $124K - $154K
700 $1.06M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.71K
New
$104.34 - $138.68 $178K - $236K
1.71K $236K
MTCH
Match Group, Inc.

Communication Services
7.57K
New
$27.03 - $31.93 $204K - $242K
7.57K $233K
DAR
Darling Ingredients Inc.

Consumer Defensive
6.15K
New
$27.63 - $38.64 $170K - $238K
6.15K $233K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
406
+ 22.72%
$224.32 - $326.09 $91.1K - $132K
2.19K $715K
ISRG
Intuitive Surgical Inc

Healthcare
132
+ 4.04%
$451.58 - $565.94 $59.6K - $74.7K
3.4K $1.85M
ASML
Asml Holding Nv

Technology
279
New
$595.37 - $815.24 $166K - $227K
279 $223K
DXCM
Dexcom Inc

Healthcare
2.53K
New
$59.83 - $87.57 $151K - $221K
2.53K $220K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.24K
New
$63.54 - $68.5 $206K - $222K
3.24K $218K
IWF
Ishares Russell 1000 Gr ETF

ETFs
513
New
$320.42 - $424.58 $164K - $218K
513 $217K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.11K
New
$41.79 - $54.16 $172K - $222K
4.11K $216K
MA
Mastercard Inc

Financial Services
246
+ 4.46%
$479.92 - $590.74 $118K - $145K
5.76K $3.24M
Activity Summary
Buys All Purchases 229 New Holdings 27 Increased Positions 202 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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