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
VEA
Vanguard Ftse Developed Market

ETFs
4.23K
+ 17.16%
$47.4 - $52.99 $200K - $224K
28.9K $1.48M
SSO
Proshares Ultra S&P 500

ETFs
3.69K
New
$80.57 - $100.21 $297K - $369K
3.69K $301K
NFLX
Netflix Inc

Communication Services
176
+ 5.4%
$828.4 - $1058.6 $146K - $186K
3.44K $3.21M
JPM
Jpmorgan Chase & CO

Financial Services
614
+ 2.4%
$225.19 - $279.95 $138K - $172K
26.2K $6.42M
QCOM
Qualcomm Inc

Technology
1.87K
+ 67.24%
$151.94 - $175.86 $284K - $329K
4.65K $713K
SLB
Schlumberger Limited

Energy
6.6K
New
$38.4 - $43.74 $254K - $289K
6.6K $276K
PGR
Progressive Corp

Financial Services
411
+ 11.59%
$235.61 - $291.22 $96.8K - $120K
3.96K $1.12M
CHTR
Charter Communications, Inc.

Communication Services
733
New
$334.89 - $384.77 $245K - $282K
733 $270K
MCD
Mcdonalds Corp

Consumer Cyclical
545
+ 12.37%
$279.74 - $321.29 $152K - $175K
4.95K $1.55M
CNC
Centene Corp

Healthcare
4.42K
New
$55.93 - $65.89 $247K - $291K
4.42K $268K
PLTR
Palantir Technologies Inc.

Technology
649
+ 2.73%
$64.98 - $124.62 $42.2K - $80.9K
24.4K $2.06M
WY
Weyerhaeuser CO

Real Estate
8.9K
New
$27.29 - $31.39 $243K - $279K
8.9K $260K
IBM
International Business Machines Corp

Technology
326
+ 5.34%
$217.4 - $264.74 $70.9K - $86.3K
6.44K $1.6M
BSX
Boston Scientific Corp

Healthcare
722
+ 4.78%
$89.38 - $106.18 $64.5K - $76.7K
15.8K $1.6M
AZO
Autozone Inc

Consumer Cyclical
21
+ 7.69%
$3193.96 - $3828.11 $67.1K - $80.4K
294 $1.12M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.61K
New
$36.63 - $37.45 $242K - $248K
6.61K $243K
OGE
Oge Energy Corp.

Utilities
3.69K
+ 25.52%
$39.76 - $46.32 $147K - $171K
18.2K $834K
EW
Edwards Lifesciences Corp

Healthcare
3.27K
New
$67.95 - $76.19 $222K - $249K
3.27K $236K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.32K
New
$66.9 - $71.57 $222K - $237K
3.32K $232K
IDXX
Idexx Laboratories Inc

Healthcare
539
+ 72.25%
$406.29 - $469.04 $219K - $253K
1.29K $539K
DG
Dollar General Corp

Consumer Defensive
2.04K
+ 47.73%
$68.44 - $87.93 $140K - $179K
6.31K $555K
AIG
American International Group, Inc.

Financial Services
1.27K
+ 14.89%
$70.5 - $86.94 $89.3K - $110K
9.78K $849K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.59K
New
$39.96 - $43.3 $223K - $242K
5.59K $230K
AXON
Axon Enterprise, Inc.

Industrials
436
New
$496.65 - $710.01 $217K - $310K
436 $229K
NUE
Nucor Corp

Basic Materials
1.9K
New
$114.48 - $142.52 $218K - $271K
1.9K $228K
NKE
Nike, Inc.

Consumer Cyclical
3.61K
New
$63.29 - $81.72 $228K - $295K
3.61K $228K
WELL
Welltower Inc.

Real Estate
405
+ 6.67%
$124.05 - $156.86 $50.2K - $63.5K
6.47K $991K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
804
New
$283.06 - $421.16 $228K - $339K
804 $227K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.18K
New
$61.25 - $72.83 $195K - $232K
3.18K $224K
DUK
Duke Energy Corp

Utilities
956
+ 12.78%
$105.87 - $121.97 $101K - $117K
8.43K $1.03M
MCHP
Microchip Technology Inc

Technology
4.56K
New
$48.41 - $64.3 $221K - $293K
4.56K $220K
MO
Altria Group, Inc.

Consumer Defensive
3.64K
New
$50.81 - $60.02 $185K - $218K
3.64K $218K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.42K
+ 16.6%
$247.97 - $296.33 $600K - $717K
17K $4.3M
VLO
Valero Energy Corp

Energy
1.64K
New
$121.76 - $142.99 $199K - $234K
1.64K $215K
MCK
Mckesson Corp

Healthcare
104
+ 7.44%
$566.21 - $672.99 $58.9K - $70K
1.5K $1.01M
GILD
Gilead Sciences, Inc.

Healthcare
1.45K
+ 55.94%
$89.14 - $117.41 $129K - $170K
4.04K $452K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.58K
New
$74.85 - $84.89 $193K - $219K
2.58K $211K
BALL
Ball Corp

Consumer Cyclical
3.97K
New
$49.04 - $56.53 $195K - $224K
3.97K $206K
EXPO
Exponent Inc

Industrials
2.53K
New
$78.9 - $93.95 $200K - $238K
2.53K $205K
UNH
Unitedhealth Group Inc

Healthcare
243
+ 5.66%
$461.52 - $548.18 $112K - $133K
4.54K $2.38M
SBAC
Sba Communications Corp

Real Estate
923
New
$192.76 - $224.91 $178K - $208K
923 $203K
KMI
Kinder Morgan, Inc.

Energy
7.06K
New
$26.1 - $31.22 $184K - $221K
7.06K $201K
JPSE
J P Morgan Diversified Return

ETFs
4.61K
New
$42.78 - $48.51 $197K - $224K
4.61K $200K
CTAS
Cintas Corp

Industrials
395
+ 7.79%
$182.09 - $208.14 $71.9K - $82.2K
5.47K $1.12M
CPB
Campbell Soup CO

Consumer Defensive
5.31K
+ 64.94%
$37.29 - $42.04 $198K - $223K
13.5K $538K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.11K
+ 7.2%
$76.94 - $78.28 $162K - $165K
31.4K $2.45M
TDG
Trans Digm Group Inc

Industrials
96
+ 19.09%
$1251.32 - $1394.11 $120K - $134K
599 $828K
UNP
Union Pacific Corp

Industrials
749
+ 45.73%
$225.21 - $254.42 $169K - $191K
2.39K $563K
NEM
Newmont Corp

Basic Materials
2.47K
+ 39.0%
$37.79 - $48.39 $93.5K - $120K
8.81K $425K
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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