Everhart Financial Group, Inc. New Holdings in Q1 2025

Everhart Financial Group, Inc.

  • $719 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
155K
New
$28.88 - $32.4 $4.47M - $5.01M
155K $4.83M
VGSH
Vanguard

ETFs
58K
New
$58.07 - $58.69 $3.37M - $3.4M
58K $3.4M
DFAE
Dimensional ETF Tr

ETFs
87.8K
New
$24.64 - $26.86 $2.16M - $2.36M
87.8K $2.27M
DFUS
Dimensional ETF Tr U S Equity

ETFs
10.8K
New
$59.61 - $66.71 $646K - $722K
10.8K $654K
INTC
Intel Corp

Technology
24.7K
New
$19.1 - $27.39 $472K - $677K
24.7K $561K
ELV
Elevance Health, Inc.

Healthcare
1.19K
New
$365.9 - $436.25 $436K - $520K
1.19K $518K
DVN
Devon Energy Corp

Energy
13.4K
New
$33.15 - $38.55 $444K - $517K
13.4K $501K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.24K
New
$49.78 - $53.19 $460K - $492K
9.24K $467K
GABC
German American Bancorp, Inc.

Financial Services
11.9K
New
$37.21 - $41.71 $443K - $497K
11.9K $446K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.56K
New
$95.85 - $99.25 $341K - $353K
3.56K $351K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.57K
New
$89.27 - $92.9 $318K - $331K
3.57K $329K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.37K
New
$190.84 - $226.29 $261K - $310K
1.37K $309K
CCI
Crown Castle International Corp

Real Estate
2.95K
New
$84.33 - $106.39 $248K - $313K
2.95K $306K
SSO
Proshares Ultra S&P 500

ETFs
3.69K
New
$80.57 - $100.21 $297K - $369K
3.69K $301K
SLB
Schlumberger Limited

Energy
6.6K
New
$38.4 - $43.74 $254K - $289K
6.6K $276K
CHTR
Charter Communications, Inc.

Communication Services
733
New
$334.89 - $384.77 $245K - $282K
733 $270K
CNC
Centene Corp

Healthcare
4.42K
New
$55.93 - $65.89 $247K - $291K
4.42K $268K
MDT
Medtronic PLC

Healthcare
2.97K
New
$79.84 - $94.5 $237K - $280K
2.97K $266K
WY
Weyerhaeuser CO

Real Estate
8.9K
New
$27.29 - $31.39 $243K - $279K
8.9K $260K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.61K
New
$36.63 - $37.45 $242K - $248K
6.61K $243K
EW
Edwards Lifesciences Corp

Healthcare
3.27K
New
$67.95 - $76.19 $222K - $249K
3.27K $236K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.32K
New
$66.9 - $71.57 $222K - $237K
3.32K $232K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.59K
New
$39.96 - $43.3 $223K - $242K
5.59K $230K
AXON
Axon Enterprise, Inc.

Industrials
436
New
$496.65 - $710.01 $217K - $310K
436 $229K
NKE
Nike, Inc.

Consumer Cyclical
3.61K
New
$63.29 - $81.72 $228K - $295K
3.61K $228K
NUE
Nucor Corp

Basic Materials
1.9K
New
$114.48 - $142.52 $218K - $271K
1.9K $228K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
804
New
$283.06 - $421.16 $228K - $339K
804 $227K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.18K
New
$61.25 - $72.83 $195K - $232K
3.18K $224K
MCHP
Microchip Technology Inc

Technology
4.56K
New
$48.41 - $64.3 $221K - $293K
4.56K $220K
MO
Altria Group, Inc.

Consumer Defensive
3.64K
New
$50.81 - $60.02 $185K - $218K
3.64K $218K
VLO
Valero Energy Corp

Energy
1.64K
New
$121.76 - $142.99 $199K - $234K
1.64K $215K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.58K
New
$74.85 - $84.89 $193K - $219K
2.58K $211K
BALL
Ball Corp

Consumer Cyclical
3.97K
New
$49.04 - $56.53 $195K - $224K
3.97K $206K
EXPO
Exponent Inc

Industrials
2.53K
New
$78.9 - $93.95 $200K - $238K
2.53K $205K
SBAC
Sba Communications Corp

Real Estate
923
New
$192.76 - $224.91 $178K - $208K
923 $203K
KMI
Kinder Morgan, Inc.

Energy
7.06K
New
$26.1 - $31.22 $184K - $221K
7.06K $201K
JPSE
J P Morgan Diversified Return

ETFs
4.61K
New
$42.78 - $48.51 $197K - $224K
4.61K $200K
WEN
Wendy'S CO

Consumer Cyclical
10.1K
New
$14.17 - $16.17 $143K - $163K
10.1K $147K
SAN
Banco Santander, S.A.

Financial Services
11.6K
New
$4.46 - $7.14 $52K - $83.2K
11.6K $78K
Mural Oncology Pub LTD CO
10K
New
N/A
10K $0
Lam Research Corp
8.74K
New
N/A
8.74K $0
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
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