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
AMD
Advanced Micro Devices Inc

Technology
2.11K
+ 19.79%
$96.63 - $129.55 $204K - $273K
12.8K $1.31M
NLOK
Norton Life Lock Inc.

Technology
985
+ 7.13%
N/A
14.8K $318K
IEMG
Ishares Inc

ETFs
292
+ 1.94%
N/A
15.3K $822K
CEG
Constellation Energy Corp

Utilities
287
+ 15.99%
$201.63 - $347.44 $57.9K - $99.7K
2.08K $419K
GM
General Motors CO

Consumer Cyclical
1.24K
+ 17.89%
$45.22 - $54.92 $56K - $68K
8.16K $383K
GS
Goldman Sachs Group Inc

Financial Services
135
+ 5.78%
$524.81 - $672.19 $70.8K - $90.7K
2.47K $1.35M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
166
+ 2.85%
N/A
5.99K $387K
RLI
Rli Corp

Financial Services
1.82K
+ 111.7%
$71.75 - $163.21 $131K - $298K
3.46K $277K
CPRT
Copart Inc

Consumer Cyclical
292
+ 1.95%
$52.3 - $59.83 $15.3K - $17.5K
15.3K $865K
IVV
Ishares Core S&P 500 ETF

ETFs
250
+ 4.83%
$554.06 - $615.85 $139K - $154K
5.43K $3.05M
Arista Networks Inc
1.77K
+ 78.13%
N/A
4.02K $0
STRV
Ea Ser Tr Strive 500 ETF
19
+ 0.07%
N/A
26.8K $0
HEIA
Heico Crp Cl A
302
+ 10.83%
N/A
3.09K $0
Linde PLC
298
+ 16.07%
N/A
2.15K $0
STXK
Ea Ser Tr Strive 2000 ETF
286
+ 2.39%
N/A
12.2K $0
IFF
International Flavors & Fragrances Inc

Basic Materials
249
+ 9.1%
$76.48 - $87.72 $19K - $21.8K
2.99K $231K
Ishares Bitcoin Trust ETF
87
+ 1.22%
N/A
7.23K $0
Ge Vernova Inc
69
+ 1.86%
N/A
3.78K $0
STXV
Ea Ser Tr Strive 1000 Value Et
46
+ 0.11%
N/A
43.3K $0
Lazard Inc
854
+ 10.02%
N/A
9.38K $0
DIS
Walt Disney CO

Communication Services
1.01K
+ 12.7%
$96.87 - $114.0 $97.8K - $115K
8.96K $884K
LMT
Lockheed Martin Corp

Industrials
118
+ 8.74%
$423.19 - $506.29 $49.9K - $59.7K
1.47K $655K
WMT
Walmart Inc.

Consumer Defensive
855
+ 2.71%
$84.5 - $105.05 $72.2K - $89.8K
32.4K $2.85M
UVSP
Univest Financial Corp

Financial Services
810
+ 2.93%
$27.52 - $31.63 $22.3K - $25.6K
28.4K $806K
PANW
Palo Alto Networks Inc

Technology
407
+ 5.86%
$167.82 - $208.28 $68.3K - $84.8K
7.36K $1.26M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
232
+ 7.22%
$221.78 - $273.45 $51.5K - $63.4K
3.45K $784K
BAC
Bank Of America Corp

Financial Services
1.73K
+ 4.67%
$39.61 - $47.74 $68.4K - $82.4K
38.7K $1.62M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
175
+ 2.41%
$75.47 - $84.24 $13.2K - $14.7K
7.44K $570K
LOW
Lowes Companies Inc

Consumer Cyclical
172
+ 4.47%
$222.66 - $268.42 $38.3K - $46.2K
4.02K $937K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
46
+ 1.17%
$57.21 - $65.8 $2.63K - $3.03K
3.99K $232K
LFUS
Littelfuse Inc

Technology
114
+ 11.95%
$196.74 - $255.16 $22.4K - $29.1K
1.07K $210K
CLX
Clorox CO

Consumer Defensive
163
+ 6.38%
$141.76 - $162.89 $23.1K - $26.6K
2.72K $400K
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 3.43%
$551.42 - $612.93 $35.3K - $39.2K
1.93K $1.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
59
+ 2.82%
$102.49 - $119.96 $6.05K - $7.08K
2.15K $225K
ZM
Zoom Video Communications, Inc.

Technology
390
+ 6.4%
$72.23 - $88.64 $28.2K - $34.6K
6.49K $478K
URI
United Rentals, Inc.

Industrials
28
+ 5.35%
$594.17 - $789.56 $16.6K - $22.1K
551 $345K
VB
Vanguard Small Cap ETF

ETFs
290
+ 6.07%
$217.89 - $252.64 $63.2K - $73.3K
5.07K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.01K
+ 21.95%
$65.15 - $91.81 $66.1K - $93.1K
5.63K $367K
IYW
Ishares Dj Us Tech ETF

ETFs
26
+ 1.49%
$140.44 - $166.79 $3.65K - $4.34K
1.77K $248K
TT
Trane Technologies PLC

Industrials
141
+ 5.41%
$332.0 - $400.86 $46.8K - $56.5K
2.75K $926K
ITT
Itt Inc.

Industrials
600
+ 7.23%
$128.71 - $153.88 $77.2K - $92.3K
8.9K $1.15M
AMAT
Applied Materials Inc

Technology
459
+ 7.72%
$145.06 - $195.51 $66.6K - $89.7K
6.4K $928K
DHR
Danaher Corp

Healthcare
73
+ 3.31%
$201.62 - $250.59 $14.7K - $18.3K
2.28K $466K
USB
Us Bancorp \De\

Financial Services
337
+ 3.16%
$40.92 - $50.9 $13.8K - $17.2K
11K $464K
CSX
Csx Corp

Industrials
1.54K
+ 4.84%
$29.11 - $33.67 $44.7K - $51.8K
33.3K $980K
ISRG
Intuitive Surgical Inc

Healthcare
75
+ 2.35%
$476.63 - $610.45 $35.7K - $45.8K
3.27K $1.62M
CCL
Carnival Corp

Consumer Cyclical
401
+ 3.08%
$19.08 - $28.49 $7.65K - $11.4K
13.4K $262K
HD
Home Depot, Inc.

Consumer Cyclical
107
+ 1.99%
$347.25 - $424.87 $37.2K - $45.5K
5.49K $2.01M
ACN
Accenture PLC

Technology
168
+ 4.41%
$300.91 - $398.25 $50.6K - $66.9K
3.98K $1.24M
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