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
THG
Hanover Insurance Group, Inc.

Financial Services
315
+ 8.58%
$150.66 - $178.04 $47.5K - $56.1K
3.99K $677K
KMI
Kinder Morgan, Inc.

Energy
1.13K
+ 15.94%
$25.21 - $29.4 $28.4K - $33.1K
8.19K $240K
AZO
Autozone Inc

Consumer Cyclical
18
+ 6.12%
$3478.38 - $3880.15 $62.6K - $69.8K
312 $1.16M
ROST
Ross Stores, Inc.

Consumer Cyclical
296
+ 9.85%
$126.62 - $154.26 $37.5K - $45.7K
3.3K $421K
O
Realty Income Corp

Real Estate
691
+ 10.28%
$52.27 - $58.52 $36.1K - $40.4K
7.41K $427K
IDA
Idacorp Inc

Utilities
355
+ 6.73%
$111.01 - $119.72 $39.4K - $42.5K
5.63K $649K
VLO
Valero Energy Corp

Energy
238
+ 14.56%
$104.69 - $141.77 $24.9K - $33.7K
1.87K $251K
INTC
Intel Corp

Technology
1.82K
+ 7.37%
$18.13 - $22.69 $33K - $41.3K
26.6K $594K
NI
Nisource Inc.

Utilities
590
+ 1.97%
$37.11 - $40.64 $21.9K - $24K
30.6K $1.23M
SYY
Sysco Corp

Consumer Defensive
332
+ 5.65%
$68.0 - $75.91 $22.6K - $25.2K
6.2K $469K
CB
Chubb LTD

Financial Services
180
+ 9.14%
$274.32 - $302.46 $49.4K - $54.4K
2.15K $622K
FE
Firstenergy Corp

Utilities
717
+ 7.85%
$38.31 - $43.17 $27.5K - $31K
9.85K $396K
EFA
Ishares Tr Msci Eafe ETF

ETFs
66
+ 2.56%
$72.96 - $90.39 $4.82K - $5.97K
2.65K $236K
HAL
Halliburton CO

Energy
4.44K
+ 32.53%
$19.26 - $25.7 $85.6K - $114K
18.1K $368K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.04K
+ 7.27%
$24.14 - $25.43 $25.2K - $26.5K
15.4K $380K
CTRA
Coterra Energy Inc.

Energy
2.54K
+ 19.9%
$22.6 - $29.07 $57.4K - $73.8K
15.3K $388K
MO
Altria Group, Inc.

Consumer Defensive
403
+ 11.09%
$55.56 - $60.91 $22.4K - $24.5K
4.04K $236K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
39
+ 0.98%
$51.16 - $62.02 $2K - $2.42K
4.03K $250K
IFF
International Flavors & Fragrances Inc

Basic Materials
408
+ 13.66%
$66.85 - $79.33 $27.3K - $32.4K
3.39K $249K
SHW
Sherwin Williams CO

Basic Materials
82
+ 4.78%
$313.51 - $363.51 $25.7K - $29.8K
1.8K $617K
NLOK
Norton Life Lock Inc.

Technology
820
+ 5.54%
N/A
15.6K $335K
PHM
Pultegroup Inc

Consumer Cyclical
10
+ 0.18%
$92.02 - $106.54 $920 - $1.07K
5.43K $573K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
+ 1.58%
$90.56 - $109.49 $3.08K - $3.72K
2.19K $239K
PRI
Primerica, Inc.

Financial Services
162
+ 5.73%
$244.39 - $290.62 $39.6K - $47.1K
2.99K $817K
ACGL
Arch Capital Group Ltd.

Financial Services
457
+ 7.18%
$84.99 - $96.82 $38.8K - $44.2K
6.82K $621K
ABC
Amerisourcebergen Corp

Healthcare
13
+ 0.39%
N/A
3.32K $615K
STXG
Ea Ser Tr Strive 1000 Growth E
5.03K
+ 15.93%
N/A
36.6K $0
Blackrock Inc
160
+ 18.91%
N/A
1.01K $0
Arista Networks Inc
4.31K
+ 107.21%
N/A
8.34K $0
STRV
Ea Ser Tr Strive 500 ETF
312
+ 1.16%
N/A
27.1K $0
STXK
Ea Ser Tr Strive 2000 ETF
587
+ 4.79%
N/A
12.8K $0
STXV
Ea Ser Tr Strive 1000 Value Et
718
+ 1.66%
N/A
44K $0
Linde PLC
58
+ 2.7%
N/A
2.21K $0
Ge Vernova Inc
977
+ 25.85%
N/A
4.76K $0
Ishares Bitcoin Trust ETF
252
+ 3.48%
N/A
7.48K $0
HEIA
Heico Crp Cl A
29
+ 0.94%
N/A
3.12K $0
SPG
Simon Property Group Inc

Real Estate
64
+ 1.65%
$140.37 - $171.44 $8.98K - $11K
3.94K $633K
CNC
Centene Corp

Healthcare
163
+ 3.69%
$53.4 - $64.29 $8.7K - $10.5K
4.58K $248K
ELV
Elevance Health, Inc.

Healthcare
82
+ 6.88%
$372.27 - $452.69 $30.5K - $37.1K
1.27K $495K
RLI
Rli Corp

Financial Services
58
+ 1.68%
$71.27 - $80.82 $4.13K - $4.69K
3.52K $253K
CNO
Cno Financial Group, Inc.

Financial Services
852
+ 4.44%
$36.12 - $42.37 $30.8K - $36.1K
20.1K $773K
WEN
Wendy'S CO

Consumer Cyclical
61
+ 0.6%
$11.11 - $14.72 $678 - $898
10.2K $116K
AON
Aon PLC

Financial Services
11
+ 1.22%
$335.85 - $398.81 $3.69K - $4.39K
909 $324K
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 1.2%
$220.99 - $268.54 $3.76K - $4.57K
1.43K $341K
DVN
Devon Energy Corp

Energy
1.19K
+ 8.86%
$26.8 - $37.92 $31.8K - $45K
14.6K $464K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
727
+ 4.46%
$49.85 - $59.52 $36.2K - $43.3K
17K $892K
SJM
J M Smucker CO

Consumer Defensive
242
+ 7.76%
$94.41 - $118.52 $22.8K - $28.7K
3.36K $329K
OXY
Occidental Petroleum Corp

Energy
392
+ 4.05%
$36.11 - $49.33 $14.2K - $19.3K
10.1K $423K
AMGN
Amgen Inc

Healthcare
209
+ 5.57%
$262.28 - $309.85 $54.8K - $64.8K
3.96K $1.11M
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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