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
OXY
Occidental Petroleum Corp

Energy
3.82K
+ 65.25%
$45.45 - $52.7 $174K - $201K
9.68K $477K
MRK
Merck & Co., Inc.

Healthcare
3.22K
+ 30.46%
$83.01 - $101.02 $268K - $326K
13.8K $1.24M
HYG
Ishares Tr

ETFs
2.15K
+ 58.11%
$78.51 - $80.11 $168K - $172K
5.84K $460K
CSCO
Cisco Systems, Inc.

Technology
1.77K
+ 7.75%
$58.74 - $64.87 $104K - $115K
24.7K $1.52M
RGLD
Royal Gold Inc

Basic Materials
587
+ 29.34%
$132.55 - $163.51 $77.8K - $96K
2.59K $423K
DE
Deere & CO

Industrials
153
+ 8.02%
$408.57 - $509.27 $62.5K - $77.9K
2.06K $966K
DASH
Door Dash, Inc.

Communication Services
489
+ 10.71%
$168.37 - $213.38 $82.3K - $104K
5.06K $924K
CTRA
Coterra Energy Inc.

Energy
4.46K
+ 53.68%
$25.51 - $29.83 $114K - $133K
12.8K $368K
STAG
Stag Industrial, Inc.

Real Estate
3.31K
+ 21.27%
$32.39 - $37.07 $107K - $123K
18.9K $681K
ADI
Analog Devices Inc

Technology
933
+ 29.31%
$201.56 - $243.82 $188K - $227K
4.12K $830K
SBUX
Starbucks Corp

Consumer Cyclical
1.21K
+ 27.33%
$91.75 - $115.81 $111K - $140K
5.63K $552K
WEN
Wendy'S CO

Consumer Cyclical
10.1K
New
$14.17 - $16.17 $143K - $163K
10.1K $147K
SCHW
Schwab Charles Corp

Financial Services
1.5K
+ 22.97%
$71.24 - $83.64 $107K - $126K
8.04K $629K
BA
Boeing CO

Industrials
957
+ 31.86%
$148.15 - $186.25 $142K - $178K
3.96K $675K
KR
Kroger CO

Consumer Defensive
1.31K
+ 15.73%
$58.36 - $67.72 $76.6K - $88.8K
9.66K $653K
MPC
Marathon Petroleum Corp

Energy
777
+ 17.65%
$134.72 - $159.03 $105K - $124K
5.18K $754K
O
Realty Income Corp

Real Estate
2.01K
+ 42.59%
$51.67 - $58.49 $104K - $117K
6.72K $390K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.72K
+ 52.33%
$82.81 - $92.93 $143K - $160K
5.01K $426K
CNO
Cno Financial Group, Inc.

Financial Services
1.34K
+ 7.5%
$35.99 - $42.34 $48.2K - $56.7K
19.2K $800K
HIW
Highwoods Properties, Inc.

Real Estate
4.93K
+ 42.09%
$27.69 - $30.78 $137K - $152K
16.7K $493K
AMT
American Tower Corp

Real Estate
334
+ 19.48%
$173.46 - $217.6 $57.9K - $72.7K
2.05K $445K
BMY
Bristol Myers Squibb CO

Healthcare
1.59K
+ 21.03%
$53.9 - $63.11 $85.8K - $100K
9.16K $558K
HAL
Halliburton CO

Energy
5.73K
+ 72.34%
$24.15 - $29.9 $138K - $171K
13.7K $346K
MU
Micron Technology Inc

Technology
1.33K
+ 24.76%
$86.89 - $109.38 $115K - $145K
6.68K $580K
NI
Nisource Inc.

Utilities
801
+ 2.74%
$35.57 - $41.23 $28.5K - $33K
30K $1.2M
WMB
Williams Companies, Inc.

Energy
786
+ 5.38%
$54.02 - $61.09 $42.5K - $48K
15.4K $919K
MMM
3 M CO

Industrials
529
+ 19.22%
$129.7 - $155.12 $68.6K - $82.1K
3.28K $481K
TJX
Tjx Companies Inc

Consumer Cyclical
906
+ 8.6%
$112.81 - $126.16 $102K - $114K
11.4K $1.39M
SJM
J M Smucker CO

Consumer Defensive
832
+ 36.41%
$100.41 - $118.41 $83.5K - $98.5K
3.12K $369K
SYK
Stryker Corp

Healthcare
209
+ 6.44%
$355.18 - $399.9 $74.2K - $83.6K
3.45K $1.29M
ORI
Old Republic International Corp

Financial Services
1.67K
+ 9.9%
$33.46 - $39.22 $55.8K - $65.4K
18.5K $725K
PSX
Phillips 66

Energy
628
+ 17.33%
$113.93 - $131.55 $71.5K - $82.6K
4.25K $524K
TTWO
Take Two Interactive Software Inc

Communication Services
313
+ 15.2%
$178.61 - $217.95 $55.9K - $68.2K
2.37K $491K
META
Meta Platforms, Inc.

Communication Services
586
+ 3.45%
$576.36 - $736.67 $338K - $432K
17.6K $10.1M
CME
Cme Group Inc.

Financial Services
157
+ 7.77%
$225.82 - $266.54 $35.5K - $41.8K
2.18K $577K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
191
+ 11.97%
$233.07 - $290.7 $44.5K - $55.5K
1.79K $482K
CB
Chubb LTD

Financial Services
196
+ 11.05%
$257.71 - $301.99 $50.5K - $59.2K
1.97K $594K
ACGL
Arch Capital Group Ltd.

Financial Services
861
+ 15.64%
$88.13 - $96.94 $75.9K - $83.5K
6.37K $612K
ECL
Ecolab Inc.

Basic Materials
264
+ 15.81%
$229.72 - $269.82 $60.6K - $71.2K
1.93K $490K
AWK
American Water Works Company, Inc.

Utilities
326
+ 15.21%
$121.01 - $149.31 $39.4K - $48.7K
2.47K $364K
ADP
Automatic Data Processing Inc

Industrials
190
+ 6.26%
$286.85 - $318.64 $54.5K - $60.5K
3.23K $985K
WFC
Wells Fargo & Company

Financial Services
926
+ 4.99%
$66.78 - $81.42 $61.8K - $75.4K
19.5K $1.4M
MUB
Ishares National Muni Bond ETF

ETFs
1.05K
+ 7.76%
$104.71 - $107.69 $110K - $113K
14.5K $1.53M
THG
Hanover Insurance Group, Inc.

Financial Services
167
+ 4.76%
$147.13 - $174.61 $24.6K - $29.2K
3.67K $638K
LNG
Cheniere Energy, Inc.

Energy
279
+ 14.81%
$209.32 - $253.66 $58.4K - $70.8K
2.16K $500K
IDA
Idacorp Inc

Utilities
509
+ 10.68%
$105.58 - $119.04 $53.7K - $60.6K
5.28K $613K
AON
Aon PLC

Financial Services
157
+ 21.19%
$348.44 - $409.32 $54.7K - $64.3K
898 $358K
AAPL
Apple Inc.

Technology
14.3K
+ 13.11%
$209.68 - $247.1 $2.99M - $3.52M
123K $27.3M
TXN
Texas Instruments Inc

Technology
455
+ 12.18%
N/A
4.19K $815K
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
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email