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
IWM
Ishares Russell 2000 ETF

ETFs
711
+ 28.15%
$198.1 - $229.79 $141K - $163K
3.24K $645K
HWM
Howmet Aerospace Inc.

Industrials
272
+ 11.19%
$110.79 - $139.39 $30.1K - $37.9K
2.7K $350K
TMUS
T Mobile Us, Inc.

Communication Services
79
+ 5.91%
$211.3 - $272.83 $16.7K - $21.6K
1.42K $377K
SPGI
S&P Global Inc.

Financial Services
117
+ 5.6%
$478.26 - $543.77 $56K - $63.6K
2.21K $1.12M
CWST
Casella Waste Systems Inc

Industrials
547
+ 16.13%
$104.2 - $115.86 $57K - $63.4K
3.94K $439K
CFG
Citizens Financial Group Inc

Financial Services
2.64K
+ 25.86%
$39.73 - $48.36 $105K - $128K
12.9K $526K
FTNT
Fortinet, Inc.

Technology
739
+ 16.7%
$92.49 - $114.57 $68.4K - $84.7K
5.17K $497K
PRI
Primerica, Inc.

Financial Services
150
+ 5.61%
$271.41 - $296.43 $40.7K - $44.5K
2.83K $804K
SAN
Banco Santander, S.A.

Financial Services
11.6K
New
$4.46 - $7.14 $52K - $83.2K
11.6K $78K
NSC
Norfolk Southern Corp

Industrials
305
+ 11.88%
$227.69 - $259.76 $69.4K - $79.2K
2.87K $680K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
555
+ 3.53%
$51.68 - $58.59 $28.7K - $32.5K
16.3K $932K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 0.96%
$25.77 - $27.6 $37.5K - $40.2K
154K $4.05M
FISV
Fiserv Inc

Technology
598
+ 12.76%
N/A
5.28K $661K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.89K
+ 5.53%
$49.25 - $50.66 $93.1K - $95.7K
36.1K $1.79M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
160
+ 45.45%
$634.14 - $744.83 $101K - $119K
512 $324K
PFE
Pfizer Inc

Healthcare
3.35K
+ 29.93%
$25.01 - $27.13 $83.7K - $90.8K
14.5K $368K
MSTR
Microstrategy Inc

Technology
239
+ 17.68%
$239.27 - $396.5 $57.2K - $94.8K
1.59K $458K
HOMB
Home Bancshares Inc

Financial Services
2.35K
+ 11.71%
$27.23 - $31.23 $64K - $73.4K
22.4K $633K
LECO
Lincoln Electric Holdings Inc

Industrials
284
+ 6.78%
$180.51 - $216.81 $51.3K - $61.6K
4.48K $846K
COP
Conocophillips

Energy
280
+ 5.62%
$88.6 - $105.85 $24.8K - $29.6K
5.26K $552K
FE
Firstenergy Corp

Utilities
1.21K
+ 15.22%
$37.95 - $43.5 $45.8K - $52.5K
9.14K $369K
NET
Cloudflare, Inc.

Technology
264
+ 5.35%
$110.71 - $176.5 $29.2K - $46.6K
5.2K $585K
KLAC
Kla Corp

Technology
50
+ 13.55%
$636.62 - $777.63 $31.8K - $38.9K
419 $284K
ADSK
Autodesk, Inc.

Technology
210
+ 12.34%
N/A
1.91K $470K
IDEV
Ishares Core Msci Intl Develop

ETFs
414
+ 8.0%
$63.77 - $71.36 $26.4K - $29.5K
5.59K $385K
SHW
Sherwin Williams CO

Basic Materials
96
+ 5.93%
$330.16 - $365.55 $31.7K - $35.1K
1.72K $599K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.88K
+ 12.38%
$9.47 - $11.46 $36.8K - $44.5K
35.3K $378K
INTU
Intuit Inc

Technology
127
+ 5.35%
$555.63 - $630.23 $70.6K - $80K
2.5K $1.53M
ABC
Amerisourcebergen Corp

Healthcare
235
+ 7.64%
N/A
3.31K $613K
FNDF
Schwab Fundamental Intl Large

ETFs
103
+ 0.85%
$32.9 - $37.45 $3.39K - $3.86K
12.2K $443K
SYY
Sysco Corp

Consumer Defensive
632
+ 12.06%
$70.0 - $77.13 $44.2K - $48.7K
5.87K $440K
DFS
Discover Financial Services

Financial Services
251
+ 8.91%
$152.99 - $203.25 $38.4K - $51K
3.07K $523K
AVB
Avalonbay Communities Inc

Real Estate
216
+ 10.48%
$207.86 - $228.08 $44.9K - $49.3K
2.28K $488K
MCO
Moodys Corp

Financial Services
84
+ 9.31%
$437.8 - $527.48 $36.8K - $44.3K
986 $459K
SPG
Simon Property Group Inc

Real Estate
320
+ 8.99%
$159.48 - $187.78 $51K - $60.1K
3.88K $644K
NDAQ
Nasdaq, Inc.

Financial Services
507
+ 8.08%
$72.17 - $83.76 $36.6K - $42.5K
6.78K $514K
WDAY
Workday, Inc.

Technology
264
+ 20.14%
$233.53 - $277.82 $61.7K - $73.3K
1.58K $367K
APD
Air Products & Chemicals, Inc.

Basic Materials
80
+ 6.67%
$283.24 - $338.07 $22.7K - $27K
1.28K $377K
BKNG
Booking Holdings Inc.

Consumer Cyclical
31
+ 9.75%
$4295.4 - $5141.88 $133K - $159K
349 $1.61M
AMD
Advanced Micro Devices Inc

Technology
2.11K
+ 19.79%
$96.63 - $129.55 $204K - $273K
12.8K $1.31M
NLOK
Norton Life Lock Inc.

Technology
985
+ 7.13%
N/A
14.8K $318K
CEG
Constellation Energy Corp

Utilities
287
+ 15.99%
$201.63 - $347.44 $57.9K - $99.7K
2.08K $419K
IEMG
Ishares Inc

ETFs
292
+ 1.94%
N/A
15.3K $822K
GM
General Motors CO

Consumer Cyclical
1.24K
+ 17.89%
$45.22 - $54.92 $56K - $68K
8.16K $383K
GS
Goldman Sachs Group Inc

Financial Services
135
+ 5.78%
$524.81 - $672.19 $70.8K - $90.7K
2.47K $1.35M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
166
+ 2.85%
N/A
5.99K $387K
RLI
Rli Corp

Financial Services
1.82K
+ 111.7%
$71.75 - $163.21 $131K - $298K
3.46K $277K
CPRT
Copart Inc

Consumer Cyclical
292
+ 1.95%
$52.3 - $59.83 $15.3K - $17.5K
15.3K $865K
IVV
Ishares Core S&P 500 ETF

ETFs
250
+ 4.83%
$554.06 - $615.85 $139K - $154K
5.43K $3.05M
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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