Everhart Financial Group, Inc. Reduced Holdings in Q1 2025

Everhart Financial Group, Inc.

  • $719 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-149
- 0.94%
$222.15 - $428.22 $33.1K - $63.8K
15.6K $4.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-22.5K
- 4.82%
$24.91 - $29.02 $562K - $654K
446K $11.1M
TTD
Trade Desk, Inc.

Technology
-372
- 3.66%
$53.59 - $126.58 $19.9K - $47.1K
9.79K $535K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.21K
- 0.26%
$21.23 - $23.75 $25.6K - $28.6K
457K $9.79M
NOW
Service Now, Inc.

Technology
-76
- 4.04%
$783.83 - $1170.39 $59.6K - $88.9K
1.8K $1.44M
VGT
Vanguard Information Technolog

ETFs
-627
- 37.59%
$542.38 - $646.34 $340K - $405K
1.04K $565K
NVT
N Vent Electric PLC

Industrials
-3.68K
- 29.56%
$52.42 - $75.4 $193K - $278K
8.77K $459K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.02K
- 25.93%
$47.79 - $59.89 $192K - $241K
11.5K $576K
PWR
Quanta Services, Inc.

Industrials
-98
- 2.3%
$236.71 - $358.03 $23.2K - $35.1K
4.17K $1.06M
PCVX
Vaxcyte, Inc.

Healthcare
-15
- 0.24%
$37.76 - $92.13 $566 - $1.38K
6.15K $232K
HUBB
Hubbell Inc

Industrials
-283
- 15.09%
$330.91 - $456.86 $93.6K - $129K
1.59K $527K
AXP
American Express CO

Financial Services
-406
- 9.24%
$255.39 - $325.87 $104K - $132K
3.99K $1.07M
WING
Wingstop Inc.

Consumer Cyclical
-469
- 22.06%
$207.0 - $311.93 $97.1K - $146K
1.66K $373K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-240
- 3.35%
$203.38 - $274.79 $48.8K - $65.9K
6.92K $1.42M
HOPE
Hope Bancorp Inc

Financial Services
-13.9K
- 33.44%
$10.26 - $12.25 $142K - $170K
27.6K $288K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-552
- 0.43%
$25.58 - $29.24 $14.1K - $16.1K
127K $3.32M
WDC
Western Digital Corp

Technology
-916
- 10.54%
$40.43 - $72.03 $37K - $66K
7.77K $314K
CDNS
Cadence Design Systems Inc

Technology
-88
- 2.24%
$233.96 - $324.52 $20.6K - $28.6K
3.85K $978K
PH
Parker Hannifin Corp

Industrials
-268
- 27.69%
$591.65 - $707.05 $159K - $189K
700 $425K
DAL
Delta Air Lines, Inc.

Industrials
-509
- 5.18%
$43.6 - $69.06 $22.2K - $35.2K
9.32K $406K
HON
Honeywell International Inc

Industrials
-633
- 16.7%
$202.75 - $226.52 $128K - $143K
3.16K $668K
PRU
Prudential Financial Inc

Financial Services
-1.27K
- 24.96%
$105.04 - $122.33 $133K - $155K
3.82K $426K
MS
Morgan Stanley

Financial Services
-875
- 11.87%
$111.68 - $141.08 $97.7K - $123K
6.5K $758K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.1K
- 43.09%
$18.36 - $20.51 $185K - $207K
13.3K $265K
CAT
Caterpillar Inc

Industrials
-36
- 0.9%
$326.75 - $407.63 $11.8K - $14.7K
3.98K $1.31M
APP
App Lovin Corp

Technology
-31
- 1.39%
$238.08 - $510.13 $7.38K - $15.8K
2.2K $583K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.12K
- 4.76%
$27.01 - $28.54 $165K - $175K
122K $3.38M
CMCSA
Comcast Corp

Communication Services
-3.25K
- 17.84%
$33.19 - $38.23 $108K - $124K
15K $552K
BKE
Buckle Inc

Consumer Cyclical
-595
- 7.3%
$35.15 - $51.65 $20.9K - $30.7K
7.55K $289K
LEN
Lennar Corp

Consumer Cyclical
-68
- 1.32%
$113.93 - $141.54 $7.75K - $9.62K
5.07K $581K
CRWD
Crowd Strike Holdings, Inc.

Technology
-361
- 14.61%
$308.86 - $455.36 $111K - $164K
2.11K $743K
BUSE
First Busey Corp

Financial Services
-2K
- 6.94%
$21.26 - $25.35 $42.5K - $50.7K
26.8K $579K
ROST
Ross Stores, Inc.

Consumer Cyclical
-199
- 6.21%
$123.3 - $154.95 $24.5K - $30.8K
3.01K $384K
EXPI
Exp World Holdings, Inc.

Real Estate
-195
- 0.36%
$9.38 - $11.76 $1.83K - $2.29K
53.3K $521K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-56
- 3.75%
$468.34 - $539.52 $26.2K - $30.2K
1.44K $673K
HBAN
Huntington Bancshares Inc

Financial Services
-1.18K
- 2.12%
$14.28 - $17.39 $16.9K - $20.5K
54.5K $818K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4
- 0.05%
$77.33 - $90.16 $309 - $361
8.71K $680K
VO
Vanguard Mid Cap ETF

ETFs
-166
- 3.13%
$251.87 - $277.95 $41.8K - $46.1K
5.13K $1.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
-174
- 2.6%
$92.45 - $106.69 $16.1K - $18.6K
6.53K $605K
PLD
Prologis, Inc.

Real Estate
-812
- 17.22%
$103.59 - $124.04 $84.1K - $101K
3.9K $436K
FIS
Fidelity National Information Services, Inc.

Technology
-254
- 3.53%
$68.12 - $83.42 $17.3K - $21.2K
6.94K $518K
CG
Carlyle Group Inc.

Financial Services
-137
- 1.97%
$40.03 - $56.96 $5.48K - $7.8K
6.83K $297K
A
Agilent Technologies, Inc.

Healthcare
-85
- 3.96%
$116.69 - $152.6 $9.92K - $13K
2.06K $241K
XLK
Technology Sector Spdr

ETFs
-5
- 0.31%
$206.38 - $242.18 $1.03K - $1.21K
1.62K $334K
CWK
Cushman & Wakefield PLC

Real Estate
-13
- 0.1%
$10.19 - $13.87 $132 - $180
13.4K $136K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.25K
- 7.99%
$25.12 - $26.05 $31.3K - $32.4K
14.3K $360K
PHM
Pultegroup Inc

Consumer Cyclical
-17
- 0.31%
$101.09 - $118.51 $1.72K - $2.01K
5.42K $557K
KEYS
Keysight Technologies, Inc.

Technology
-99
- 5.75%
$148.16 - $185.11 $14.7K - $18.3K
1.62K $242K
SUB
Ishares Short Term National Mu

ETFs
-327
- 3.28%
$105.3 - $106.24 $34.4K - $34.7K
9.65K $1.02M
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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