Everhart Financial Group, Inc. Incresed Positions in Q2 2025

Everhart Financial Group, Inc.

  • $852 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
36.1K
+ 16.82%
$329.49 - $438.4 $11.9M - $15.8M
251K $110M
VTV
Vanguard Value ETF

ETFs
66.7K
+ 10.77%
$153.67 - $176.74 $10.2M - $11.8M
686K $121M
NVDA
Nvidia Corp

Technology
4.02K
+ 1.96%
$94.31 - $157.99 $380K - $636K
209K $33M
DFAI
Dimensional ETF Tr

ETFs
246K
+ 159.28%
$28.02 - $34.71 $6.9M - $8.55M
401K $13.9M
MSFT
Microsoft Corp

Technology
4.46K
+ 9.11%
$354.56 - $497.45 $1.58M - $2.22M
53.4K $26.6M
DFAE
Dimensional ETF Tr

ETFs
148K
+ 169.01%
$22.87 - $28.95 $3.39M - $4.3M
236K $6.84M
AVGO
Broadcom Inc.

Technology
2.77K
+ 10.4%
$146.29 - $275.65 $405K - $763K
29.4K $8.1M
META
Meta Platforms, Inc.

Communication Services
276
+ 1.57%
$484.66 - $738.09 $134K - $204K
17.9K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
706
+ 1.24%
$167.32 - $223.3 $118K - $158K
57.6K $12.6M
NFLX
Netflix Inc

Communication Services
287
+ 8.35%
$855.86 - $1339.13 $246K - $384K
3.72K $4.99M
TSLA
Tesla, Inc.

Consumer Cyclical
1.94K
+ 12.37%
$221.86 - $362.89 $429K - $702K
17.6K $5.59M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.38K
+ 11.71%
$216.28 - $284.39 $514K - $676K
22.7K $6.44M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.27K
+ 1.59%
$19.1 - $23.83 $139K - $173K
464K $11.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.59K
+ 30.87%
$456.74 - $568.03 $728K - $905K
6.76K $3.84M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.65K
+ 15.57%
$219.76 - $276.94 $581K - $733K
19.6K $5.44M
INTU
Intuit Inc

Technology
879
+ 35.17%
$544.07 - $787.63 $478K - $692K
3.38K $2.66M
SPOT
Spotify Technology S.A.

Communication Services
480
+ 14.23%
$503.3 - $775.9 $242K - $372K
3.85K $2.96M
GE
General Electric CO

Industrials
1.94K
+ 19.29%
$166.81 - $257.39 $323K - $499K
12K $3.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.3K
+ 29.21%
$483.48 - $539.8 $1.59M - $1.78M
14.6K $7.08M
VBR
Vanguard Small Cap Value ETF

ETFs
4.03K
+ 13.58%
$162.76 - $195.77 $656K - $789K
33.7K $6.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.06K
+ 50.09%
$321.63 - $509.31 $340K - $538K
3.17K $1.61M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.09K
+ 14.52%
$141.87 - $164.49 $580K - $673K
32.2K $5.3M
VIG
Vanguard Dividend Appreciation

ETFs
4.21K
+ 228.09%
N/A
6.05K $1.1M
GOOGL
Alphabet Inc.

Communication Services
163
+ 0.48%
$144.7 - $178.6 $23.6K - $29.1K
34.2K $6.02M
CDNS
Cadence Design Systems Inc

Technology
1.7K
+ 44.2%
$231.64 - $323.08 $394K - $550K
5.55K $1.71M
WMT
Walmart Inc.

Consumer Defensive
3.85K
+ 11.86%
$81.79 - $99.98 $315K - $385K
36.3K $3.55M
COST
Costco Wholesale Corp

Consumer Defensive
511
+ 12.12%
$908.13 - $1056.85 $464K - $540K
4.73K $4.68M
AMD
Advanced Micro Devices Inc

Technology
1.3K
+ 10.16%
$78.21 - $143.81 $101K - $186K
14.1K $1.99M
GOOG
Alphabet Inc.

Communication Services
29
+ 0.09%
$146.58 - $180.01 $4.25K - $5.22K
31.9K $5.66M
PWR
Quanta Services, Inc.

Industrials
433
+ 10.39%
$239.47 - $381.26 $104K - $165K
4.6K $1.74M
UBER
Uber Technologies, Inc

Technology
3.55K
+ 29.5%
$64.62 - $93.3 $230K - $331K
15.6K $1.45M
MSTR
Microstrategy Inc

Technology
971
+ 61.03%
$237.95 - $421.61 $231K - $409K
2.56K $1.04M
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.7K
+ 8.28%
$23.55 - $27.67 $300K - $353K
167K $4.61M
AMAT
Applied Materials Inc

Technology
1.73K
+ 26.95%
$126.95 - $183.52 $219K - $317K
8.13K $1.49M
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 7.16%
$4164.15 - $5789.24 $104K - $145K
374 $2.17M
GS
Goldman Sachs Group Inc

Financial Services
178
+ 7.2%
$462.22 - $707.75 $82.3K - $126K
2.65K $1.88M
IBM
International Business Machines Corp

Technology
760
+ 11.81%
$221.03 - $294.78 $168K - $224K
7.2K $2.12M
NET
Cloudflare, Inc.

Technology
436
+ 8.39%
$97.08 - $195.83 $42.3K - $85.4K
5.64K $1.1M
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
+ 10.23%
$149.23 - $184.95 $187K - $232K
13.5K $2.46M
DASH
Door Dash, Inc.

Communication Services
689
+ 13.63%
$163.16 - $246.51 $112K - $170K
5.75K $1.42M
SNPS
Synopsys Inc

Technology
668
+ 39.53%
$380.9 - $517.66 $254K - $346K
2.36K $1.21M
NOW
Service Now, Inc.

Technology
61
+ 3.38%
$721.65 - $1040.18 $44K - $63.5K
1.87K $1.92M
IVV
Ishares Core S&P 500 ETF

ETFs
238
+ 4.39%
$498.8 - $620.9 $119K - $148K
5.67K $3.52M
SPGI
S&P Global Inc.

Financial Services
780
+ 35.37%
$438.31 - $527.29 $342K - $411K
2.99K $1.57M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.23K
+ 217.37%
$121.58 - $136.74 $392K - $441K
4.71K $639K
IDXX
Idexx Laboratories Inc

Healthcare
538
+ 41.87%
$361.04 - $536.34 $194K - $289K
1.82K $977K
DG
Dollar General Corp

Consumer Defensive
2.32K
+ 36.74%
$86.02 - $114.95 $200K - $267K
8.63K $987K
MS
Morgan Stanley

Financial Services
1.94K
+ 29.79%
$99.83 - $140.86 $193K - $273K
8.44K $1.19M
HWM
Howmet Aerospace Inc.

Industrials
1.49K
+ 55.22%
$112.33 - $186.13 $168K - $278K
4.19K $780K
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
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