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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
7.22K
+ 35.39%
$18.94 - $21.67 $137K - $156K
27.6K $584K
UVSP
Univest Financial Corp

Financial Services
3.23K
+ 11.35%
$25.3 - $31.35 $81.7K - $101K
31.7K $951K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
300
+ 48.54%
$376.48 - $440.65 $113K - $132K
918 $404K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.33K
+ 11.56%
$45.98 - $56.15 $61K - $74.5K
12.8K $719K
CME
Cme Group Inc.

Financial Services
415
+ 19.06%
$252.37 - $290.71 $105K - $121K
2.59K $714K
WELL
Welltower Inc.

Real Estate
865
+ 13.36%
$136.49 - $155.22 $118K - $134K
7.34K $1.13M
CHTR
Charter Communications, Inc.

Communication Services
240
+ 32.74%
$321.68 - $427.25 $77.2K - $103K
973 $397K
ADSK
Autodesk, Inc.

Technology
504
+ 26.36%
N/A
2.42K $593K
JNJ
Johnson & Johnson

Healthcare
1.71K
+ 15.99%
$146.36 - $159.82 $250K - $273K
12.4K $1.89M
GILD
Gilead Sciences, Inc.

Healthcare
1.14K
+ 28.28%
$96.91 - $113.0 $111K - $129K
5.19K $574K
PGR
Progressive Corp

Financial Services
687
+ 17.36%
$255.27 - $288.74 $175K - $198K
4.64K $1.24M
KR
Kroger CO

Consumer Defensive
1.13K
+ 11.65%
$64.62 - $74.0 $72.7K - $83.3K
10.8K $773K
BALL
Ball Corp

Consumer Cyclical
1.76K
+ 44.33%
$44.94 - $56.99 $79K - $100K
5.73K $321K
FTNT
Fortinet, Inc.

Technology
601
+ 11.64%
$84.71 - $108.69 $50.9K - $65.3K
5.77K $609K
ORI
Old Republic International Corp

Financial Services
3.19K
+ 17.26%
$35.25 - $39.79 $113K - $127K
21.7K $833K
RGLD
Royal Gold Inc

Basic Materials
386
+ 14.91%
$155.48 - $186.71 $60K - $72.1K
2.97K $528K
IDEV
Ishares Core Msci Intl Develop

ETFs
817
+ 14.62%
$61.79 - $76.67 $50.5K - $62.6K
6.41K $487K
FCX
Freeport Mcmoran Inc

Basic Materials
1.38K
+ 18.51%
$29.15 - $44.46 $40.1K - $61.2K
8.81K $381K
VB
Vanguard Small Cap ETF

ETFs
87
+ 1.72%
$193.73 - $237.37 $16.9K - $20.7K
5.16K $1.22M
AWK
American Water Works Company, Inc.

Utilities
840
+ 34.01%
$133.82 - $151.96 $112K - $128K
3.31K $460K
AIG
American International Group, Inc.

Financial Services
1.28K
+ 13.04%
$77.56 - $87.72 $98.9K - $112K
11.1K $945K
KO
Coca Cola CO

Consumer Defensive
1.59K
+ 6.67%
$68.37 - $73.9 $109K - $117K
25.4K $1.8M
URI
United Rentals, Inc.

Industrials
27
+ 4.9%
$551.94 - $753.4 $14.9K - $20.3K
578 $435K
SYK
Stryker Corp

Healthcare
17
+ 0.49%
$337.37 - $395.63 $5.74K - $6.73K
3.47K $1.37M
LMT
Lockheed Martin Corp

Industrials
134
+ 9.13%
$430.82 - $486.45 $57.7K - $65.2K
1.6K $741K
HIW
Highwoods Properties, Inc.

Real Estate
1.95K
+ 11.71%
$25.31 - $31.85 $49.4K - $62.1K
18.6K $578K
CG
Carlyle Group Inc.

Financial Services
565
+ 8.27%
$34.78 - $51.4 $19.7K - $29K
7.4K $380K
PYPL
Pay Pal Holdings, Inc.

Financial Services
391
+ 6.94%
$57.41 - $74.81 $22.4K - $29.3K
6.02K $447K
HOMB
Home Bancshares Inc

Financial Services
2.62K
+ 11.69%
$25.05 - $29.62 $65.6K - $77.6K
25K $712K
STAG
Stag Industrial, Inc.

Real Estate
2.03K
+ 10.75%
$30.08 - $37.02 $61K - $75.1K
20.9K $758K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.49K
+ 12.74%
$7.69 - $11.46 $34.6K - $51.5K
39.8K $455K
CSGP
Costar Group, Inc.

Real Estate
869
+ 13.84%
$72.62 - $83.22 $63.1K - $72.3K
7.15K $574K
AMT
American Tower Corp

Real Estate
312
+ 15.23%
$203.96 - $228.19 $63.6K - $71.2K
2.36K $521K
SBAC
Sba Communications Corp

Real Estate
260
+ 28.17%
$208.57 - $243.4 $54.2K - $63.3K
1.18K $277K
PG
Procter & Gamble CO

Consumer Defensive
2.56K
+ 8.44%
$157.66 - $172.39 $403K - $440K
32.8K $5.23M
ZTS
Zoetis Inc.

Healthcare
531
+ 28.58%
$144.41 - $170.3 $76.7K - $90.4K
2.39K $372K
CMCSA
Comcast Corp

Communication Services
2.32K
+ 15.5%
$32.84 - $36.72 $76.2K - $85.2K
17.3K $617K
SLB
Schlumberger Limited

Energy
3.4K
+ 51.53%
$31.95 - $42.2 $109K - $144K
10K $338K
IYW
Ishares Dj Us Tech ETF

ETFs
14
+ 0.79%
$122.57 - $173.27 $1.72K - $2.43K
1.79K $309K
MMM
3 M CO

Industrials
278
+ 8.47%
$126.09 - $154.15 $35.1K - $42.9K
3.56K $541K
DAL
Delta Air Lines, Inc.

Industrials
132
+ 1.42%
$35.88 - $52.99 $4.74K - $6.99K
9.45K $464K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
442
+ 5.94%
$66.87 - $79.47 $29.6K - $35.1K
7.88K $626K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
516
+ 5.92%
$67.03 - $80.35 $34.6K - $41.5K
9.23K $736K
CCI
Crown Castle International Corp

Real Estate
578
+ 19.63%
$94.83 - $107.06 $54.8K - $61.9K
3.52K $361K
WDAY
Workday, Inc.

Technology
174
+ 11.05%
$210.47 - $274.71 $36.6K - $47.8K
1.75K $419K
OGE
Oge Energy Corp.

Utilities
1.65K
+ 9.09%
$42.23 - $46.38 $69.7K - $76.6K
19.8K $878K
NEE
Nextera Energy Inc

Utilities
862
+ 7.01%
$64.11 - $75.0 $55.3K - $64.7K
13.2K $913K
GM
General Motors CO

Consumer Cyclical
486
+ 5.96%
$42.48 - $50.46 $20.6K - $24.5K
8.64K $425K
MCO
Moodys Corp

Financial Services
12
+ 1.22%
$396.7 - $501.59 $4.76K - $6.02K
998 $500K
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