Everhart Financial Group, Inc. Incresed Positions in Q3 2025

Everhart Financial Group, Inc.

  • $981 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
68.9K
+ 10.04%
$175.51 - $186.57 $12.1M - $12.9M
755K $141M
VUG
Vanguard Growth ETF

ETFs
11.8K
+ 4.71%
$433.97 - $484.08 $5.12M - $5.71M
263K $126M
DFAI
Dimensional ETF Tr

ETFs
224K
+ 55.94%
$34.05 - $36.55 $7.64M - $8.2M
625K $22.7M
NVDA
Nvidia Corp

Technology
9.29K
+ 4.45%
$153.3 - $186.58 $1.42M - $1.73M
218K $40.7M
AAPL
Apple Inc.

Technology
404
+ 0.35%
$202.38 - $256.87 $81.8K - $104K
115K $29.3M
DFAE
Dimensional ETF Tr

ETFs
126K
+ 53.36%
$28.84 - $31.84 $3.63M - $4.01M
362K $11.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1.64K
+ 9.32%
$293.94 - $444.72 $482K - $729K
19.2K $8.55M
GOOG
Alphabet Inc.

Communication Services
3.25K
+ 10.19%
$175.16 - $255.24 $570K - $830K
35.2K $8.56M
GOOGL
Alphabet Inc.

Communication Services
2.52K
+ 7.38%
$174.36 - $254.72 $439K - $642K
36.7K $8.92M
MSFT
Microsoft Corp

Technology
2.74K
+ 5.13%
$491.09 - $535.64 $1.35M - $1.47M
56.2K $29.1M
PLTR
Palantir Technologies Inc.

Technology
875
+ 3.6%
$130.68 - $186.97 $114K - $164K
25.2K $4.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.65K
+ 0.6%
$28.92 - $32.19 $76.6K - $85.2K
443K $14.1M
ABBV
Abb Vie Inc.

Healthcare
958
+ 5.03%
$184.85 - $231.54 $177K - $222K
20K $4.63M
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
+ 4.32%
$282.78 - $316.06 $336K - $375K
28.7K $9.05M
ORCL
Oracle Corp

Technology
934
+ 7.45%
$218.96 - $328.33 $205K - $307K
13.5K $3.79M
VBR
Vanguard Small Cap Value ETF

ETFs
2.62K
+ 7.78%
$195.41 - $212.37 $513K - $557K
36.3K $7.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 16.93%
$567.77 - $614.76 $650K - $703K
7.9K $4.84M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.45K
+ 10.69%
$164.63 - $174.58 $568K - $602K
35.7K $6.23M
AMZN
Amazon Com Inc

Consumer Cyclical
3.55K
+ 6.16%
$211.65 - $238.24 $751K - $845K
61.1K $13.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.25K
+ 6.36%
$276.51 - $305.12 $345K - $381K
20.9K $6.21M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.53K
+ 6.77%
$282.75 - $294.19 $433K - $451K
24.2K $7.11M
WDC
Western Digital Corp

Technology
2.17K
+ 30.42%
$63.84 - $120.06 $138K - $260K
9.29K $1.12M
UNH
Unitedhealth Group Inc

Healthcare
1.69K
+ 75.94%
$237.77 - $353.61 $401K - $596K
3.9K $1.35M
GE
General Electric CO

Industrials
439
+ 3.66%
$244.75 - $305.63 $107K - $134K
12.4K $3.74M
JNJ
Johnson & Johnson

Healthcare
1.22K
+ 9.86%
$155.17 - $185.42 $190K - $227K
13.6K $2.53M
META
Meta Platforms, Inc.

Communication Services
914
+ 5.12%
$695.21 - $791.73 $635K - $724K
18.8K $13.8M
CAT
Caterpillar Inc

Industrials
621
+ 18.47%
$390.92 - $477.15 $243K - $296K
3.98K $1.9M
MU
Micron Technology Inc

Technology
1.62K
+ 26.88%
$104.88 - $168.89 $170K - $273K
7.64K $1.28M
NEM
Newmont Corp

Basic Materials
2.88K
+ 26.55%
$57.35 - $85.25 $165K - $245K
13.7K $1.16M
XOM
Exxon Mobil Corp

Energy
2.83K
+ 8.32%
$105.83 - $117.22 $299K - $331K
36.8K $4.15M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
437
+ 19.93%
$311.12 - $482.13 $136K - $211K
2.63K $1.2M
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.95K
+ 19.99%
$10.78 - $19.82 $85.7K - $158K
47.7K $931K
IVV
Ishares Core S&P 500 ETF

ETFs
282
+ 4.98%
$620.67 - $670.08 $175K - $189K
5.95K $3.98M
VNQ
Vanguard Specialized Funds Van

ETFs
3.41K
+ 6.91%
$88.47 - $93.24 $302K - $318K
52.8K $4.82M
WELL
Welltower Inc.

Real Estate
1.23K
+ 16.76%
$150.71 - $178.14 $185K - $219K
8.57K $1.53M
DASH
Door Dash, Inc.

Communication Services
908
+ 15.81%
$234.5 - $272.5 $213K - $247K
6.65K $1.81M
GS
Goldman Sachs Group Inc

Financial Services
190
+ 7.17%
$696.56 - $806.32 $132K - $153K
2.84K $2.26M
TTD
Trade Desk, Inc.

Technology
13.1K
+ 116.94%
$43.93 - $89.76 $573K - $1.17M
24.2K $1.19M
AMD
Advanced Micro Devices Inc

Technology
616
+ 4.38%
$134.8 - $184.42 $83K - $114K
14.7K $2.37M
RTX
Raytheon Technologies Corp

Industrials
809
+ 7.34%
$144.19 - $167.33 $117K - $135K
11.8K $1.98M
WMT
Walmart Inc.

Consumer Defensive
1.73K
+ 4.76%
$94.4 - $104.27 $163K - $180K
38K $3.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
239
+ 1.64%
$459.11 - $506.91 $110K - $121K
14.8K $7.45M
HD
Home Depot, Inc.

Consumer Cyclical
289
+ 4.66%
$357.4 - $423.42 $103K - $122K
6.5K $2.63M
TMO
Thermo Fisher Scientific Inc.

Healthcare
602
+ 75.91%
$404.94 - $499.99 $244K - $301K
1.4K $676K
PWR
Quanta Services, Inc.

Industrials
398
+ 8.65%
$372.29 - $421.68 $148K - $168K
5K $2.07M
MCK
Mckesson Corp

Healthcare
343
+ 21.63%
$659.01 - $772.54 $226K - $265K
1.93K $1.49M
AZO
Autozone Inc

Consumer Cyclical
34
+ 10.9%
$3649.42 - $4354.54 $124K - $148K
346 $1.48M
CFG
Citizens Financial Group Inc

Financial Services
4.54K
+ 45.59%
$46.1 - $53.65 $209K - $243K
14.5K $769K
TJX
Tjx Companies Inc

Consumer Cyclical
365
+ 2.86%
$121.35 - $144.54 $44.3K - $52.8K
13.1K $1.9M
Activity Summary
Buys All Purchases 302 New Holdings 61 Increased Positions 241 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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