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
VNQ
Vanguard Specialized Funds Van

ETFs
4.87K
+ 10.94%
$79.79 - $91.42 $388K - $445K
49.4K $4.4M
V
Visa Inc.

Financial Services
954
+ 8.49%
$308.27 - $373.31 $294K - $356K
12.2K $4.33M
CSCO
Cisco Systems, Inc.

Technology
2.82K
+ 11.45%
$53.19 - $69.38 $150K - $196K
27.5K $1.91M
DUK
Duke Energy Corp

Utilities
3.48K
+ 41.2%
$112.46 - $124.05 $391K - $431K
11.9K $1.41M
TT
Trane Technologies PLC

Industrials
224
+ 8.15%
$315.21 - $437.41 $70.6K - $98K
2.97K $1.3M
CTAS
Cintas Corp

Industrials
1.14K
+ 20.81%
$190.11 - $227.66 $216K - $259K
6.61K $1.47M
CEG
Constellation Energy Corp

Utilities
218
+ 10.47%
$170.96 - $322.76 $37.3K - $70.4K
2.3K $742K
AXON
Axon Enterprise, Inc.

Industrials
227
+ 52.06%
$497.13 - $827.94 $113K - $188K
663 $548K
LLY
Eli Lilly & CO

Healthcare
749
+ 12.99%
$713.71 - $898.95 $535K - $673K
6.52K $5.08M
APP
App Lovin Corp

Technology
312
+ 14.16%
$219.37 - $417.89 $68.4K - $130K
2.52K $880K
SPY
Spdr S&P 500 ETF Trust

ETFs
297
+ 15.4%
$496.48 - $617.85 $147K - $184K
2.23K $1.38M
VTHR
Vanguard Russell 3000 ETF

ETFs
852
+ 37.11%
$218.71 - $272.75 $186K - $232K
3.15K $858K
ECL
Ecolab Inc.

Basic Materials
963
+ 49.79%
$225.65 - $270.95 $217K - $261K
2.9K $780K
WFC
Wells Fargo & Company

Financial Services
1.56K
+ 8.01%
$60.98 - $80.12 $95.2K - $125K
21.1K $1.69M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.19K
+ 86.85%
$205.81 - $234.23 $245K - $278K
2.56K $596K
VEA
Vanguard Ftse Developed Market

ETFs
2.08K
+ 7.21%
$45.65 - $57.01 $95K - $119K
31K $1.76M
AXP
American Express CO

Financial Services
267
+ 6.7%
$231.39 - $318.98 $61.8K - $85.2K
4.25K $1.36M
PH
Parker Hannifin Corp

Industrials
312
+ 44.57%
$517.23 - $700.54 $161K - $219K
1.01K $706K
BA
Boeing CO

Industrials
556
+ 14.04%
$136.59 - $217.51 $75.9K - $121K
4.52K $946K
TTD
Trade Desk, Inc.

Technology
1.37K
+ 13.99%
$45.27 - $79.4 $62K - $109K
11.2K $803K
RTX
Raytheon Technologies Corp

Industrials
899
+ 8.89%
$113.75 - $148.48 $102K - $133K
11K $1.61M
TTWO
Take Two Interactive Software Inc

Communication Services
748
+ 31.53%
$194.58 - $243.05 $146K - $182K
3.12K $757K
HD
Home Depot, Inc.

Consumer Cyclical
722
+ 13.16%
$335.24 - $380.78 $242K - $275K
6.21K $2.28M
FNDF
Schwab Fundamental Intl Large

ETFs
5.23K
+ 42.94%
$32.25 - $40.02 $169K - $209K
17.4K $696K
ABT
Abbott Laboratories

Healthcare
1.56K
+ 13.07%
$123.95 - $138.08 $194K - $216K
13.5K $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
1.21K
+ 24.34%
$285.55 - $321.23 $344K - $387K
6.16K $1.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
444
+ 0.35%
$22.92 - $28.05 $10.2K - $12.5K
127K $3.58M
TDG
Trans Digm Group Inc

Industrials
101
+ 16.86%
$1231.75 - $1520.64 $124K - $154K
700 $1.06M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
406
+ 22.72%
$224.32 - $326.09 $91.1K - $132K
2.19K $715K
ISRG
Intuitive Surgical Inc

Healthcare
132
+ 4.04%
$451.58 - $565.94 $59.6K - $74.7K
3.4K $1.85M
MA
Mastercard Inc

Financial Services
246
+ 4.46%
$479.92 - $590.74 $118K - $145K
5.76K $3.24M
DE
Deere & CO

Industrials
261
+ 12.67%
$412.99 - $531.48 $108K - $139K
2.32K $1.18M
LNG
Cheniere Energy, Inc.

Energy
765
+ 35.37%
$197.25 - $244.33 $151K - $187K
2.93K $713K
SCHW
Schwab Charles Corp

Financial Services
1.14K
+ 14.2%
$69.06 - $91.24 $78.9K - $104K
9.18K $837K
NEM
Newmont Corp

Basic Materials
2.02K
+ 22.96%
$44.18 - $59.46 $89.4K - $120K
10.8K $631K
HUBB
Hubbell Inc

Industrials
183
+ 11.49%
$315.94 - $408.41 $57.8K - $74.7K
1.78K $725K
BSX
Boston Scientific Corp

Healthcare
754
+ 4.76%
$89.7 - $107.41 $67.6K - $81K
16.6K $1.78M
T
At&T Inc.

Communication Services
5.16K
+ 9.57%
$26.33 - $28.94 $136K - $149K
59.1K $1.71M
TJX
Tjx Companies Inc

Consumer Cyclical
1.33K
+ 11.63%
$119.13 - $135.03 $159K - $180K
12.8K $1.58M
WMB
Williams Companies, Inc.

Energy
1.95K
+ 12.66%
$54.33 - $62.87 $106K - $123K
17.3K $1.09M
HON
Honeywell International Inc

Industrials
443
+ 14.03%
$182.86 - $232.88 $81K - $103K
3.6K $838K
HBAN
Huntington Bancshares Inc

Financial Services
4.37K
+ 8.01%
$12.49 - $16.76 $54.5K - $73.2K
58.9K $986K
FIS
Fidelity National Information Services, Inc.

Technology
1.5K
+ 21.54%
$68.14 - $82.13 $102K - $123K
8.43K $686K
COP
Conocophillips

Energy
2.75K
+ 52.2%
$82.66 - $106.1 $227K - $291K
8K $718K
CWST
Casella Waste Systems Inc

Industrials
1.29K
+ 32.86%
$103.78 - $120.37 $134K - $156K
5.23K $603K
CI
Cigna Corp

Healthcare
465
+ 21.76%
$301.89 - $340.04 $140K - $158K
2.6K $860K
NDAQ
Nasdaq, Inc.

Financial Services
701
+ 10.34%
$66.4 - $89.42 $46.5K - $62.7K
7.48K $668K
VZ
Verizon Communications Inc

Communication Services
4.35K
+ 26.61%
$41.67 - $45.62 $181K - $198K
20.7K $895K
MCK
Mckesson Corp

Healthcare
85
+ 5.66%
$652.83 - $732.78 $55.5K - $62.3K
1.59K $1.16M
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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