Everhart Financial Group, Inc. Reduced Holdings in Q2 2025

Everhart Financial Group, Inc.

  • $852 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-62.8K
- 13.03%
$75.05 - $77.34 $4.71M - $4.85M
419K $32.4M
AAPL
Apple Inc.

Technology
-8.42K
- 6.85%
$172.42 - $223.89 $1.45M - $1.89M
115K $23.5M
UNH
Unitedhealth Group Inc

Healthcare
-2.32K
- 51.07%
$274.35 - $599.47 $635K - $1.39M
2.22K $692K
VGSH
Vanguard

ETFs
-24.4K
- 42.07%
$58.32 - $58.95 $1.42M - $1.44M
33.6K $1.98M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-18.6K
- 28.74%
$55.54 - $69.09 $1.03M - $1.28M
46K $3.18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.31K
- 62.27%
$390.26 - $489.06 $511K - $640K
793 $321K
MUB
Ishares National Muni Bond ETF

ETFs
-3.63K
- 24.95%
$102.31 - $105.8 $371K - $384K
10.9K $1.14M
ACN
Accenture PLC

Technology
-1.11K
- 27.9%
$279.23 - $323.21 $310K - $359K
2.87K $857K
CVX
Chevron Corp

Energy
-360
- 3.32%
$133.73 - $168.51 $48.1K - $60.7K
10.5K $1.5M
ADBE
Adobe Inc.

Technology
-822
- 29.68%
$340.0 - $420.68 $279K - $346K
1.95K $753K
CPRT
Copart Inc

Consumer Cyclical
-3.58K
- 23.4%
$47.72 - $63.84 $171K - $228K
11.7K $574K
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.99K
- 41.31%
$55.13 - $75.25 $165K - $225K
4.24K $290K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.08K
- 3.33%
$24.32 - $27.87 $99.2K - $114K
118K $3.14M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-328
- 14.85%
$421.16 - $509.5 $138K - $167K
1.88K $837K
PEP
Pepsico Inc

Consumer Defensive
-352
- 3.6%
$128.02 - $151.37 $45.1K - $53.3K
9.42K $1.24M
CPB
Campbell Soup CO

Consumer Defensive
-1.61K
- 11.91%
$30.65 - $39.9 $49.3K - $64.1K
11.9K $364K
CLX
Clorox CO

Consumer Defensive
-800
- 29.43%
$118.01 - $148.69 $94.4K - $119K
1.92K $230K
CRM
Salesforce, Inc.

Technology
-685
- 11.2%
$236.26 - $291.15 $162K - $199K
5.43K $1.48M
SUB
Ishares Short Term National Mu

ETFs
-1.44K
- 14.91%
$104.77 - $106.34 $151K - $153K
8.21K $873K
BMY
Bristol Myers Squibb CO

Healthcare
-94
- 1.03%
$44.12 - $59.6 $4.15K - $5.6K
9.06K $419K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.74K
- 21.4%
$104.23 - $134.39 $285K - $368K
10.1K $1.35M
PLD
Prologis, Inc.

Real Estate
-1.08K
- 27.54%
$89.76 - $112.34 $96.5K - $121K
2.83K $297K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.42K
- 6.71%
$48.13 - $49.85 $117K - $121K
33.7K $1.65M
LOW
Lowes Companies Inc

Consumer Cyclical
-409
- 10.18%
$210.83 - $235.28 $86.2K - $96.2K
3.61K $800K
TXN
Texas Instruments Inc

Technology
-663
- 15.82%
N/A
3.53K $686K
AVB
Avalonbay Communities Inc

Real Estate
-484
- 21.26%
$187.23 - $215.61 $90.6K - $104K
1.79K $364K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.32K
- 14.4%
$85.42 - $94.39 $113K - $125K
7.86K $737K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-250
- 15.36%
$267.56 - $340.8 $66.9K - $85.2K
1.38K $417K
QCOM
Qualcomm Inc

Technology
-922
- 19.85%
$124.66 - $159.48 $115K - $147K
3.72K $593K
PSX
Phillips 66

Energy
-856
- 20.14%
$92.87 - $125.73 $79.5K - $108K
3.4K $405K
ADP
Automatic Data Processing Inc

Industrials
-385
- 11.94%
$276.76 - $326.81 $107K - $126K
2.84K $875K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-1.65K
- 27.49%
N/A
4.34K $281K
PRU
Prudential Financial Inc

Financial Services
-799
- 20.94%
$95.12 - $112.71 $76K - $90.1K
3.02K $324K
LEN
Lennar Corp

Consumer Cyclical
-720
- 14.21%
$102.76 - $115.66 $74K - $83.3K
4.35K $480K
EXPI
Exp World Holdings, Inc.

Real Estate
-6.66K
- 12.48%
$7.46 - $9.89 $49.7K - $65.8K
46.7K $424K
SBUX
Starbucks Corp

Consumer Cyclical
-553
- 9.83%
$79.69 - $99.41 $44.1K - $55K
5.08K $465K
BUSE
First Busey Corp

Financial Services
-5.14K
- 19.14%
$19.2 - $23.42 $98.6K - $120K
21.7K $496K
CFG
Citizens Financial Group Inc

Financial Services
-2.91K
- 22.61%
$34.27 - $44.75 $99.6K - $130K
9.95K $445K
ADI
Analog Devices Inc

Technology
-960
- 23.32%
$164.6 - $238.02 $158K - $228K
3.16K $751K
IWM
Ishares Russell 2000 ETF

ETFs
-568
- 17.55%
$174.82 - $215.79 $99.3K - $123K
2.67K $575K
PFE
Pfizer Inc

Healthcare
-1.95K
- 13.42%
$21.59 - $24.84 $42.1K - $48.4K
12.6K $304K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-915
- 2.89%
$72.02 - $73.82 $65.9K - $67.5K
30.7K $2.26M
LECO
Lincoln Electric Holdings Inc

Industrials
-666
- 14.88%
$167.18 - $211.38 $111K - $141K
3.81K $789K
HOPE
Hope Bancorp Inc

Financial Services
-5.87K
- 21.3%
$9.11 - $10.84 $53.5K - $63.7K
21.7K $232K
HYD
Vaneck High Yield Muni ETF

ETFs
-862
- 15.26%
$49.08 - $51.35 $42.3K - $44.3K
4.79K $240K
APD
Air Products & Chemicals, Inc.

Basic Materials
-98
- 7.66%
$248.61 - $294.96 $24.4K - $28.9K
1.18K $333K
UNP
Union Pacific Corp

Industrials
-126
- 5.28%
$208.27 - $238.46 $26.2K - $30K
2.26K $520K
FISV
Fiserv Inc

Technology
-327
- 6.19%
N/A
4.96K $620K
BOND
Pimco Active Bond Exchange Tra

ETFs
-400
- 11.22%
$89.87 - $92.93 $35.9K - $37.2K
3.17K $291K
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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