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
Ishares Bitcoin Trust ETF
87
+ 1.22%
N/A
7.23K $0
Linde PLC
298
+ 16.07%
N/A
2.15K $0
Arista Networks Inc
1.77K
+ 78.13%
N/A
4.02K $0
Blackrock Inc
649
+ 329.44%
N/A
846 $0
Lazard Inc
854
+ 10.02%
N/A
9.38K $0
Lam Research Corp
8.74K
New
N/A
8.74K $0
STXV
Ea Ser Tr Strive 1000 Value Et
46
+ 0.11%
N/A
43.3K $0
STRV
Ea Ser Tr Strive 500 ETF
19
+ 0.07%
N/A
26.8K $0
Ge Vernova Inc
69
+ 1.86%
N/A
3.78K $0
Mural Oncology Pub LTD CO
10K
New
N/A
10K $0
STXK
Ea Ser Tr Strive 2000 ETF
286
+ 2.39%
N/A
12.2K $0
HEIA
Heico Crp Cl A
302
+ 10.83%
N/A
3.09K $0
LMT
Lockheed Martin Corp

Industrials
118
+ 8.74%
$423.19 - $506.29 $49.9K - $59.7K
1.47K $655K
DIS
Walt Disney CO

Communication Services
1.01K
+ 12.7%
$96.87 - $114.0 $97.8K - $115K
8.96K $884K
WMT
Walmart Inc.

Consumer Defensive
855
+ 2.71%
$84.5 - $105.05 $72.2K - $89.8K
32.4K $2.85M
PANW
Palo Alto Networks Inc

Technology
407
+ 5.86%
$167.82 - $208.28 $68.3K - $84.8K
7.36K $1.26M
UVSP
Univest Financial Corp

Financial Services
810
+ 2.93%
$27.52 - $31.63 $22.3K - $25.6K
28.4K $806K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
232
+ 7.22%
$221.78 - $273.45 $51.5K - $63.4K
3.45K $784K
BAC
Bank Of America Corp

Financial Services
1.73K
+ 4.67%
$39.61 - $47.74 $68.4K - $82.4K
38.7K $1.62M
LOW
Lowes Companies Inc

Consumer Cyclical
172
+ 4.47%
$222.66 - $268.42 $38.3K - $46.2K
4.02K $937K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
175
+ 2.41%
$75.47 - $84.24 $13.2K - $14.7K
7.44K $570K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
46
+ 1.17%
$57.21 - $65.8 $2.63K - $3.03K
3.99K $232K
LFUS
Littelfuse Inc

Technology
114
+ 11.95%
$196.74 - $255.16 $22.4K - $29.1K
1.07K $210K
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 3.43%
$551.42 - $612.93 $35.3K - $39.2K
1.93K $1.08M
CLX
Clorox CO

Consumer Defensive
163
+ 6.38%
$141.76 - $162.89 $23.1K - $26.6K
2.72K $400K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
59
+ 2.82%
$102.49 - $119.96 $6.05K - $7.08K
2.15K $225K
ZM
Zoom Video Communications, Inc.

Technology
390
+ 6.4%
$72.23 - $88.64 $28.2K - $34.6K
6.49K $478K
URI
United Rentals, Inc.

Industrials
28
+ 5.35%
$594.17 - $789.56 $16.6K - $22.1K
551 $345K
VB
Vanguard Small Cap ETF

ETFs
290
+ 6.07%
$217.89 - $252.64 $63.2K - $73.3K
5.07K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.01K
+ 21.95%
$65.15 - $91.81 $66.1K - $93.1K
5.63K $367K
IYW
Ishares Dj Us Tech ETF

ETFs
26
+ 1.49%
$140.44 - $166.79 $3.65K - $4.34K
1.77K $248K
ITT
Itt Inc.

Industrials
600
+ 7.23%
$128.71 - $153.88 $77.2K - $92.3K
8.9K $1.15M
TT
Trane Technologies PLC

Industrials
141
+ 5.41%
$332.0 - $400.86 $46.8K - $56.5K
2.75K $926K
AMAT
Applied Materials Inc

Technology
459
+ 7.72%
$145.06 - $195.51 $66.6K - $89.7K
6.4K $928K
DHR
Danaher Corp

Healthcare
73
+ 3.31%
$201.62 - $250.59 $14.7K - $18.3K
2.28K $466K
CSX
Csx Corp

Industrials
1.54K
+ 4.84%
$29.11 - $33.67 $44.7K - $51.8K
33.3K $980K
USB
Us Bancorp \De\

Financial Services
337
+ 3.16%
$40.92 - $50.9 $13.8K - $17.2K
11K $464K
ISRG
Intuitive Surgical Inc

Healthcare
75
+ 2.35%
$476.63 - $610.45 $35.7K - $45.8K
3.27K $1.62M
CCL
Carnival Corp

Consumer Cyclical
401
+ 3.08%
$19.08 - $28.49 $7.65K - $11.4K
13.4K $262K
HD
Home Depot, Inc.

Consumer Cyclical
107
+ 1.99%
$347.25 - $424.87 $37.2K - $45.5K
5.49K $2.01M
ACN
Accenture PLC

Technology
168
+ 4.41%
$300.91 - $398.25 $50.6K - $66.9K
3.98K $1.24M
ARES
Ares Management Corp

Financial Services
100
+ 1.83%
$140.19 - $198.28 $14K - $19.8K
5.56K $815K
ADBE
Adobe Inc.

Technology
31
+ 1.13%
$377.84 - $464.11 $11.7K - $14.4K
2.77K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
449
+ 0.57%
$23.16 - $27.04 $10.4K - $12.1K
79.4K $1.87M
CRM
Salesforce, Inc.

Technology
363
+ 6.31%
$268.36 - $359.95 $97.4K - $131K
6.11K $1.64M
ORCL
Oracle Corp

Technology
274
+ 2.14%
$139.81 - $186.47 $38.3K - $51.1K
13.1K $1.83M
GOOG
Alphabet Inc.

Communication Services
1.75K
+ 5.81%
$156.06 - $207.71 $273K - $364K
31.9K $4.98M
AMZN
Amazon Com Inc

Consumer Cyclical
3.81K
+ 7.19%
$190.26 - $242.06 $725K - $923K
56.9K $10.8M
GOOGL
Alphabet Inc.

Communication Services
1.28K
+ 3.9%
$154.33 - $206.19 $197K - $263K
34K $5.26M
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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