Everhart Financial Group, Inc. Purchases in Q3 2025

Everhart Financial Group, Inc.

  • $981 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
1.65K
+ 28.58%
$62.31 - $84.07 $103K - $139K
7.43K $624K
HUBB
Hubbell Inc

Industrials
318
+ 17.91%
$410.51 - $450.93 $131K - $143K
2.09K $901K
EXPI
Exp World Holdings, Inc.

Real Estate
9.68K
+ 20.72%
$9.32 - $11.59 $90.2K - $112K
56.4K $600K
ROST
Ross Stores, Inc.

Consumer Cyclical
590
+ 17.87%
$127.59 - $152.81 $75.3K - $90.2K
3.89K $593K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.56K
+ 14.4%
$67.01 - $72.84 $104K - $114K
12.4K $897K
IDA
Idacorp Inc

Utilities
568
+ 10.09%
$115.16 - $132.15 $65.4K - $75.1K
6.2K $819K
PEP
Pepsico Inc

Consumer Defensive
641
+ 6.81%
$133.81 - $152.16 $85.8K - $97.5K
10.1K $1.41M
LNG
Cheniere Energy, Inc.

Energy
815
+ 27.83%
$222.68 - $244.28 $181K - $199K
3.74K $879K
WFC
Wells Fargo & Company

Financial Services
1.01K
+ 4.82%
$77.05 - $85.16 $78.1K - $86.4K
22.1K $1.85M
IWF
Ishares Russell 1000 Gr ETF

ETFs
300
+ 58.48%
$420.11 - $472.68 $126K - $142K
813 $380K
MA
Mastercard Inc

Financial Services
216
+ 3.75%
$550.18 - $598.96 $119K - $129K
5.98K $3.4M
ECL
Ecolab Inc.

Basic Materials
542
+ 18.71%
$259.39 - $285.47 $141K - $155K
3.44K $941K
ADP
Automatic Data Processing Inc

Industrials
689
+ 24.26%
$288.69 - $310.94 $199K - $214K
3.53K $1.04M
CCL
Carnival Corp

Consumer Cyclical
5.17K
+ 38.74%
$28.37 - $32.49 $147K - $168K
18.5K $535K
VB
Vanguard Small Cap ETF

ETFs
268
+ 5.2%
$237.58 - $259.17 $63.7K - $69.5K
5.42K $1.38M
CBOE
Cboe Global Markets, Inc.

Financial Services
514
+ 20.09%
$231.35 - $253.24 $119K - $130K
3.07K $753K
PCG
Pg&E Corp

Utilities
10.4K
New
$13.0 - $15.73 $135K - $163K
10.4K $156K
QQQ
Invesco Qqq Trust, Series 1

ETFs
145
+ 10.25%
$546.99 - $602.2 $79.3K - $87.3K
1.56K $935K
LOW
Lowes Companies Inc

Consumer Cyclical
191
+ 5.29%
$215.01 - $273.02 $41.1K - $52.1K
3.8K $954K
LMT
Lockheed Martin Corp

Industrials
186
+ 11.61%
$410.74 - $499.21 $76.4K - $92.9K
1.79K $892K
TXN
Texas Instruments Inc

Technology
776
+ 22.0%
N/A
4.3K $837K
SYY
Sysco Corp

Consumer Defensive
1.3K
+ 21.01%
$76.33 - $82.51 $99.5K - $108K
7.51K $618K
LECO
Lincoln Electric Holdings Inc

Industrials
162
+ 4.25%
$210.22 - $247.76 $34.1K - $40.1K
3.97K $936K
JCI
Johnson Controls International PLC

Industrials
1.23K
+ 51.53%
$103.24 - $111.73 $127K - $138K
3.62K $398K
AME
Ametek Inc

Industrials
732
+ 63.38%
$176.44 - $192.03 $129K - $141K
1.89K $354K
CVS
Cvs Health Corp

Healthcare
1.44K
+ 26.15%
$58.75 - $76.5 $84.3K - $110K
6.92K $521K
VO
Vanguard Mid Cap ETF

ETFs
247
+ 4.86%
$279.83 - $293.74 $69.1K - $72.6K
5.33K $1.57M
MMM
3 M CO

Industrials
835
+ 23.46%
$144.41 - $160.2 $121K - $134K
4.4K $682K
CSGP
Costar Group, Inc.

Real Estate
1.31K
+ 18.25%
$81.42 - $96.83 $106K - $126K
8.46K $713K
FE
Firstenergy Corp

Utilities
1.81K
+ 18.33%
$39.76 - $45.82 $71.8K - $82.8K
11.7K $534K
MO
Altria Group, Inc.

Consumer Defensive
1.62K
+ 40.22%
$57.75 - $67.68 $93.8K - $110K
5.66K $374K
CME
Cme Group Inc.

Financial Services
559
+ 21.57%
$258.83 - $287.1 $145K - $160K
3.15K $851K
TTWO
Take Two Interactive Software Inc

Communication Services
341
+ 10.93%
$217.37 - $259.96 $74.1K - $88.6K
3.46K $894K
SLB
Schlumberger Limited

Energy
3.8K
+ 37.99%
$32.37 - $37.31 $123K - $142K
13.8K $474K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
799
+ 4.7%
$52.26 - $59.84 $41.8K - $47.8K
17.8K $1.02M
NI
Nisource Inc.

Utilities
837
+ 2.73%
$39.0 - $43.33 $32.6K - $36.3K
31.5K $1.36M
NEE
Nextera Energy Inc

Utilities
609
+ 4.63%
$69.77 - $77.54 $42.5K - $47.2K
13.8K $1.04M
USB
Us Bancorp \De\

Financial Services
1.84K
+ 16.9%
$43.94 - $50.41 $80.9K - $92.8K
12.7K $615K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.02K
+ 24.07%
$69.9 - $78.26 $71.4K - $79.9K
5.26K $409K
KR
Kroger CO

Consumer Defensive
2.42K
+ 22.47%
$64.52 - $74.35 $156K - $180K
13.2K $889K
LEN
Lennar Corp

Consumer Cyclical
356
+ 8.19%
$107.73 - $142.4 $38.4K - $50.7K
4.7K $592K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
521
+ 15.64%
$259.44 - $278.65 $135K - $145K
3.85K $999K
RGLD
Royal Gold Inc

Basic Materials
215
+ 7.23%
$151.42 - $200.58 $32.6K - $43.1K
3.19K $639K
DUK
Duke Energy Corp

Utilities
336
+ 2.82%
$116.31 - $125.93 $39.1K - $42.3K
12.2K $1.52M
SHW
Sherwin Williams CO

Basic Materials
303
+ 16.85%
$330.88 - $375.23 $100K - $114K
2.1K $727K
O
Realty Income Corp

Real Estate
1.41K
+ 19.06%
$56.13 - $60.79 $79.3K - $85.9K
8.83K $536K
KMI
Kinder Morgan, Inc.

Energy
4.15K
+ 50.7%
$26.23 - $28.5 $109K - $118K
12.3K $349K
SNOW
Snowflake Inc.

Technology
470
+ 27.52%
$191.73 - $241.0 $90.1K - $113K
2.18K $491K
A
Agilent Technologies, Inc.

Healthcare
670
+ 33.52%
$112.04 - $128.75 $75.1K - $86.3K
2.67K $342K
Activity Summary
Buys All Purchases 302 New Holdings 61 Increased Positions 241 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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