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
LMT
Lockheed Martin Corp

Industrials
134
+ 9.13%
$430.82 - $486.45 $57.7K - $65.2K
1.6K $741K
HIW
Highwoods Properties, Inc.

Real Estate
1.95K
+ 11.71%
$25.31 - $31.85 $49.4K - $62.1K
18.6K $578K
CG
Carlyle Group Inc.

Financial Services
565
+ 8.27%
$34.78 - $51.4 $19.7K - $29K
7.4K $380K
PYPL
Pay Pal Holdings, Inc.

Financial Services
391
+ 6.94%
$57.41 - $74.81 $22.4K - $29.3K
6.02K $447K
HOMB
Home Bancshares Inc

Financial Services
2.62K
+ 11.69%
$25.05 - $29.62 $65.6K - $77.6K
25K $712K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.49K
+ 12.74%
$7.69 - $11.46 $34.6K - $51.5K
39.8K $455K
CSGP
Costar Group, Inc.

Real Estate
869
+ 13.84%
$72.62 - $83.22 $63.1K - $72.3K
7.15K $574K
STAG
Stag Industrial, Inc.

Real Estate
2.03K
+ 10.75%
$30.08 - $37.02 $61K - $75.1K
20.9K $758K
AMT
American Tower Corp

Real Estate
312
+ 15.23%
$203.96 - $228.19 $63.6K - $71.2K
2.36K $521K
SBAC
Sba Communications Corp

Real Estate
260
+ 28.17%
$208.57 - $243.4 $54.2K - $63.3K
1.18K $277K
BGS
B&G Foods, Inc.

Consumer Defensive
16.1K
New
$4.02 - $7.07 $64.9K - $114K
16.1K $68K
ZTS
Zoetis Inc.

Healthcare
531
+ 28.58%
$144.41 - $170.3 $76.7K - $90.4K
2.39K $372K
CMCSA
Comcast Corp

Communication Services
2.32K
+ 15.5%
$32.84 - $36.72 $76.2K - $85.2K
17.3K $617K
SLB
Schlumberger Limited

Energy
3.4K
+ 51.53%
$31.95 - $42.2 $109K - $144K
10K $338K
IYW
Ishares Dj Us Tech ETF

ETFs
14
+ 0.79%
$122.57 - $173.27 $1.72K - $2.43K
1.79K $309K
MMM
3 M CO

Industrials
278
+ 8.47%
$126.09 - $154.15 $35.1K - $42.9K
3.56K $541K
DAL
Delta Air Lines, Inc.

Industrials
132
+ 1.42%
$35.88 - $52.99 $4.74K - $6.99K
9.45K $464K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
442
+ 5.94%
$66.87 - $79.47 $29.6K - $35.1K
7.88K $626K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
516
+ 5.92%
$67.03 - $80.35 $34.6K - $41.5K
9.23K $736K
CCI
Crown Castle International Corp

Real Estate
578
+ 19.63%
$94.83 - $107.06 $54.8K - $61.9K
3.52K $361K
WDAY
Workday, Inc.

Technology
174
+ 11.05%
$210.47 - $274.71 $36.6K - $47.8K
1.75K $419K
OGE
Oge Energy Corp.

Utilities
1.65K
+ 9.09%
$42.23 - $46.38 $69.7K - $76.6K
19.8K $878K
CTKB
Cytek Biosciences, Inc.

Healthcare
13K
New
$2.42 - $3.99 $31.4K - $51.7K
13K $44K
GM
General Motors CO

Consumer Cyclical
486
+ 5.96%
$42.48 - $50.46 $20.6K - $24.5K
8.64K $425K
NEE
Nextera Energy Inc

Utilities
862
+ 7.01%
$64.11 - $75.0 $55.3K - $64.7K
13.2K $913K
MCO
Moodys Corp

Financial Services
12
+ 1.22%
$396.7 - $501.59 $4.76K - $6.02K
998 $500K
THG
Hanover Insurance Group, Inc.

Financial Services
315
+ 8.58%
$150.66 - $178.04 $47.5K - $56.1K
3.99K $677K
KMI
Kinder Morgan, Inc.

Energy
1.13K
+ 15.94%
$25.21 - $29.4 $28.4K - $33.1K
8.19K $240K
AZO
Autozone Inc

Consumer Cyclical
18
+ 6.12%
$3478.38 - $3880.15 $62.6K - $69.8K
312 $1.16M
ROST
Ross Stores, Inc.

Consumer Cyclical
296
+ 9.85%
$126.62 - $154.26 $37.5K - $45.7K
3.3K $421K
O
Realty Income Corp

Real Estate
691
+ 10.28%
$52.27 - $58.52 $36.1K - $40.4K
7.41K $427K
IDA
Idacorp Inc

Utilities
355
+ 6.73%
$111.01 - $119.72 $39.4K - $42.5K
5.63K $649K
VLO
Valero Energy Corp

Energy
238
+ 14.56%
$104.69 - $141.77 $24.9K - $33.7K
1.87K $251K
INTC
Intel Corp

Technology
1.82K
+ 7.37%
$18.13 - $22.69 $33K - $41.3K
26.6K $594K
NI
Nisource Inc.

Utilities
590
+ 1.97%
$37.11 - $40.64 $21.9K - $24K
30.6K $1.23M
MDT
Medtronic PLC

Healthcare
418
+ 14.09%
$80.68 - $88.86 $33.7K - $37.1K
3.39K $295K
SYY
Sysco Corp

Consumer Defensive
332
+ 5.65%
$68.0 - $75.91 $22.6K - $25.2K
6.2K $469K
CB
Chubb LTD

Financial Services
180
+ 9.14%
$274.32 - $302.46 $49.4K - $54.4K
2.15K $622K
FE
Firstenergy Corp

Utilities
717
+ 7.85%
$38.31 - $43.17 $27.5K - $31K
9.85K $396K
EFA
Ishares Tr Msci Eafe ETF

ETFs
66
+ 2.56%
$72.96 - $90.39 $4.82K - $5.97K
2.65K $236K
HAL
Halliburton CO

Energy
4.44K
+ 32.53%
$19.26 - $25.7 $85.6K - $114K
18.1K $368K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.04K
+ 7.27%
$24.14 - $25.43 $25.2K - $26.5K
15.4K $380K
CTRA
Coterra Energy Inc.

Energy
2.54K
+ 19.9%
$22.6 - $29.07 $57.4K - $73.8K
15.3K $388K
IFF
International Flavors & Fragrances Inc

Basic Materials
408
+ 13.66%
$66.85 - $79.33 $27.3K - $32.4K
3.39K $249K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
39
+ 0.98%
$51.16 - $62.02 $2K - $2.42K
4.03K $250K
MO
Altria Group, Inc.

Consumer Defensive
403
+ 11.09%
$55.56 - $60.91 $22.4K - $24.5K
4.04K $236K
SHW
Sherwin Williams CO

Basic Materials
82
+ 4.78%
$313.51 - $363.51 $25.7K - $29.8K
1.8K $617K
NLOK
Norton Life Lock Inc.

Technology
820
+ 5.54%
N/A
15.6K $335K
PHM
Pultegroup Inc

Consumer Cyclical
10
+ 0.18%
$92.02 - $106.54 $920 - $1.07K
5.43K $573K
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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