Everhart Financial Group, Inc. Incresed Positions in Q1 2025

Everhart Financial Group, Inc.

  • $719 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
549K
+ 778.06%
$167.73 - $179.21 $92M - $98.3M
619K $106M
VUG
Vanguard Growth ETF

ETFs
189K
+ 720.63%
$369.1 - $427.61 $69.6M - $80.6M
215K $79.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
457K
+ 1869.08%
$73.78 - $76.59 $33.7M - $35M
482K $36.8M
VTI
Vanguard Total Stock Market Et

ETFs
83.1K
+ 63.65%
$271.18 - $303.12 $22.5M - $25.2M
214K $58.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
203K
+ 206.49%
$42.5 - $46.71 $8.62M - $9.47M
301K $13.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
662
+ 6.23%
$442.66 - $534.52 $293K - $354K
11.3K $6.01M
LLY
Eli Lilly & CO

Healthcare
792
+ 15.92%
$725.72 - $929.72 $575K - $736K
5.77K $4.76M
JNJ
Johnson & Johnson

Healthcare
4.63K
+ 76.33%
$142.06 - $167.7 $657K - $776K
10.7K $1.77M
SCHX
Schwab Strategic Tr Us Large C

ETFs
41.2K
+ 77.93%
$21.75 - $24.28 $896K - $1M
94.1K $2.07M
COST
Costco Wholesale Corp

Consumer Defensive
717
+ 20.49%
$890.62 - $1076.86 $639K - $772K
4.22K $3.99M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.18K
+ 16.57%
$58.01 - $64.46 $533K - $592K
64.6K $4.04M
V
Visa Inc.

Financial Services
1.17K
+ 11.62%
$306.92 - $362.71 $359K - $424K
11.2K $3.94M
AMGN
Amgen Inc

Healthcare
1.8K
+ 91.82%
$258.59 - $327.36 $464K - $588K
3.75K $1.17M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.5K
+ 19.04%
$156.61 - $168.02 $705K - $757K
28.2K $4.48M
XOM
Exxon Mobil Corp

Energy
2.46K
+ 7.94%
$105.44 - $118.93 $260K - $293K
33.5K $3.98M
MA
Mastercard Inc

Financial Services
867
+ 18.64%
$504.67 - $576.31 $438K - $500K
5.52K $3.02M
PM
Philip Morris International Inc.

Consumer Defensive
768
+ 6.7%
$117.15 - $158.79 $90K - $122K
12.2K $1.94M
VNQ
Vanguard Specialized Funds Van

ETFs
5.97K
+ 15.48%
$85.55 - $94.34 $510K - $563K
44.5K $3.99M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.51K
+ 54.38%
$110.75 - $119.78 $499K - $540K
12.8K $1.49M
CVX
Chevron Corp

Energy
1.98K
+ 22.34%
$146.71 - $167.97 $291K - $333K
10.9K $1.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 28.82%
$507.05 - $563.67 $586K - $651K
5.16K $2.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
999
+ 90.57%
$497.6 - $606.74 $497K - $606K
2.1K $1.05M
PEP
Pepsico Inc

Consumer Defensive
3.21K
+ 48.86%
$142.64 - $156.42 $457K - $502K
9.77K $1.46M
KO
Coca Cola CO

Consumer Defensive
3.88K
+ 19.48%
$60.81 - $72.32 $236K - $281K
23.8K $1.71M
GE
General Electric CO

Industrials
667
+ 7.11%
$168.59 - $212.13 $112K - $141K
10K $2.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.38K
+ 20.47%
$71.17 - $73.66 $383K - $396K
31.6K $2.32M
ABT
Abbott Laboratories

Healthcare
1.64K
+ 15.84%
$111.1 - $140.22 $182K - $229K
12K $1.59M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
553
+ 33.39%
$402.49 - $513.76 $223K - $284K
2.21K $1.07M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.34K
+ 13.02%
$237.72 - $276.98 $556K - $647K
20.3K $4.95M
SPOT
Spotify Technology S.A.

Communication Services
117
+ 3.59%
$457.79 - $648.32 $53.6K - $75.9K
3.37K $1.85M
T
At&T Inc.

Communication Services
4.07K
+ 8.17%
$21.56 - $28.28 $87.8K - $115K
53.9K $1.53M
VBR
Vanguard Small Cap Value ETF

ETFs
3.77K
+ 14.55%
$183.02 - $207.75 $690K - $784K
29.7K $5.51M
CI
Cigna Corp

Healthcare
778
+ 57.25%
$274.49 - $329.0 $214K - $256K
2.14K $703K
UBER
Uber Technologies, Inc

Technology
2.88K
+ 31.47%
$63.17 - $81.49 $182K - $235K
12K $877K
RTX
Raytheon Technologies Corp

Industrials
1.23K
+ 13.86%
$114.1 - $135.66 $141K - $167K
10.1K $1.34M
VEA
Vanguard Ftse Developed Market

ETFs
4.23K
+ 17.16%
$47.4 - $52.99 $200K - $224K
28.9K $1.48M
NFLX
Netflix Inc

Communication Services
176
+ 5.4%
$828.4 - $1058.6 $146K - $186K
3.44K $3.21M
JPM
Jpmorgan Chase & CO

Financial Services
614
+ 2.4%
$225.19 - $279.95 $138K - $172K
26.2K $6.42M
QCOM
Qualcomm Inc

Technology
1.87K
+ 67.24%
$151.94 - $175.86 $284K - $329K
4.65K $713K
PGR
Progressive Corp

Financial Services
411
+ 11.59%
$235.61 - $291.22 $96.8K - $120K
3.96K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
545
+ 12.37%
$279.74 - $321.29 $152K - $175K
4.95K $1.55M
PLTR
Palantir Technologies Inc.

Technology
649
+ 2.73%
$64.98 - $124.62 $42.2K - $80.9K
24.4K $2.06M
IBM
International Business Machines Corp

Technology
326
+ 5.34%
$217.4 - $264.74 $70.9K - $86.3K
6.44K $1.6M
BSX
Boston Scientific Corp

Healthcare
722
+ 4.78%
$89.38 - $106.18 $64.5K - $76.7K
15.8K $1.6M
AZO
Autozone Inc

Consumer Cyclical
21
+ 7.69%
$3193.96 - $3828.11 $67.1K - $80.4K
294 $1.12M
OGE
Oge Energy Corp.

Utilities
3.69K
+ 25.52%
$39.76 - $46.32 $147K - $171K
18.2K $834K
DG
Dollar General Corp

Consumer Defensive
2.04K
+ 47.73%
$68.44 - $87.93 $140K - $179K
6.31K $555K
IDXX
Idexx Laboratories Inc

Healthcare
539
+ 72.25%
$406.29 - $469.04 $219K - $253K
1.29K $539K
AIG
American International Group, Inc.

Financial Services
1.27K
+ 14.89%
$70.5 - $86.94 $89.3K - $110K
9.78K $849K
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