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
IEMG
Ishares Inc

ETFs
-622
- 4.06%
N/A
14.7K $789K
NSC
Norfolk Southern Corp

Industrials
-328
- 11.42%
$206.34 - $257.46 $67.7K - $84.4K
2.55K $651K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-554
- 1.77%
$77.74 - $78.78 $43.1K - $43.6K
30.8K $2.42M
DHR
Danaher Corp

Healthcare
-57
- 2.5%
$174.64 - $205.16 $9.95K - $11.7K
2.22K $438K
UCBI
United Community Banks Inc

Financial Services
-914
- 5.5%
N/A
15.7K $460K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-25.7K
- 8.54%
$39.89 - $49.46 $1.03M - $1.27M
275K $13.6M
UNIT
Uniti Group Inc.

Real Estate
-991
- 7.14%
$4.06 - $5.24 $4.02K - $5.19K
12.9K $55K
BKE
Buckle Inc

Consumer Cyclical
-1.43K
- 18.88%
$33.77 - $45.57 $48.2K - $65K
6.13K $277K
CSX
Csx Corp

Industrials
-3.48K
- 10.45%
$26.69 - $32.91 $92.9K - $115K
29.8K $973K
A
Agilent Technologies, Inc.

Healthcare
-62
- 3.01%
$99.29 - $120.52 $6.16K - $7.47K
2K $235K
CAT
Caterpillar Inc

Industrials
-613
- 15.42%
$273.94 - $388.21 $168K - $238K
3.36K $1.31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.53K
- 11.45%
$17.76 - $22.1 $27.1K - $33.7K
11.8K $260K
HYG
Ishares Tr

ETFs
-192
- 3.29%
$75.75 - $80.65 $14.5K - $15.5K
5.64K $455K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-29
- 0.87%
$66.5 - $71.25 $1.93K - $2.07K
3.29K $228K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-194
- 2.93%
$35.3 - $37.51 $6.85K - $7.28K
6.42K $240K
Lazard Inc
-3.32K
- 35.45%
N/A
6.05K $0
Lam Research Corp
-2.08K
- 23.78%
N/A
6.66K $0
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-76
- 1.36%
$36.25 - $42.28 $2.76K - $3.21K
5.52K $233K
KEYS
Keysight Technologies, Inc.

Technology
-96
- 5.92%
$127.02 - $165.4 $12.2K - $15.9K
1.53K $250K
BAC
Bank Of America Corp

Financial Services
-4.38K
- 11.31%
$34.39 - $47.46 $151K - $208K
34.3K $1.62M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3
- 0.18%
$114.78 - $133.31 $344 - $400
1.64K $218K
SAN
Banco Santander, S.A.

Financial Services
-947
- 8.13%
$5.72 - $8.32 $5.42K - $7.88K
10.7K $88K
CWK
Cushman & Wakefield PLC

Real Estate
-99
- 0.74%
$7.9 - $11.13 $782 - $1.1K
13.3K $146K
ZM
Zoom Video Communications, Inc.

Technology
-172
- 2.65%
$66.7 - $84.62 $11.5K - $14.6K
6.32K $492K
WING
Wingstop Inc.

Consumer Cyclical
-498
- 30.05%
$210.24 - $381.46 $105K - $190K
1.16K $390K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-11
- 0.45%
$86.93 - $109.64 $956 - $1.21K
2.42K $265K
USB
Us Bancorp \De\

Financial Services
-96
- 0.87%
$36.4 - $45.76 $3.49K - $4.39K
10.9K $493K
ITT
Itt Inc.

Industrials
-1.36K
- 15.27%
$112.67 - $157.95 $153K - $215K
7.54K $1.18M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-871
- 3.29%
$24.38 - $30.18 $21.2K - $26.3K
25.6K $772K
IEFA
Ishares Tr

ETFs
-1.56K
- 6.84%
$67.83 - $84.09 $106K - $131K
21.2K $1.77M
MCHP
Microchip Technology Inc

Technology
-626
- 13.73%
$35.34 - $71.6 $22.1K - $44.8K
3.93K $276K
MPC
Marathon Petroleum Corp

Energy
-274
- 5.29%
$118.55 - $170.08 $32.5K - $46.6K
4.91K $814K
DIS
Walt Disney CO

Communication Services
-1.25K
- 13.98%
$81.72 - $124.01 $102K - $155K
7.71K $955K
XLK
Technology Sector Spdr

ETFs
-4
- 0.25%
$179.73 - $253.23 $719 - $1.01K
1.62K $409K
NVT
N Vent Electric PLC

Industrials
-1.36K
- 15.5%
$45.2 - $73.35 $61.5K - $99.8K
7.41K $543K
KLAC
Kla Corp

Technology
-6
- 1.43%
$576.53 - $902.94 $3.46K - $5.42K
413 $369K
IVW
Ishares S&P 500 Growth ETF

ETFs
-220
- 3.37%
$82.96 - $110.1 $18.3K - $24.2K
6.31K $694K
ARES
Ares Management Corp

Financial Services
-284
- 5.11%
$118.04 - $175.83 $33.5K - $49.9K
5.28K $914K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.75K
- 2.2%
$20.42 - $25.3 $35.7K - $44.2K
77.7K $1.97M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-115
- 3.34%
$201.28 - $266.34 $23.1K - $30.6K
3.33K $887K
VO
Vanguard Mid Cap ETF

ETFs
-46
- 0.9%
$228.54 - $279.83 $10.5K - $12.9K
5.09K $1.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 1.6%
$416.06 - $551.64 $9.57K - $12.7K
1.41K $780K
CCL
Carnival Corp

Consumer Cyclical
-86
- 0.64%
$16.43 - $28.12 $1.41K - $2.42K
13.3K $375K
SHOP
Shopify Inc.

Technology
-100
- 1.35%
$76.89 - $115.35 $7.69K - $11.5K
7.32K $844K
WDC
Western Digital Corp

Technology
-649
- 8.35%
$30.54 - $63.99 $19.8K - $41.5K
7.12K $455K
MU
Micron Technology Inc

Technology
-660
- 9.88%
$64.72 - $127.91 $42.7K - $84.4K
6.02K $742K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.37K
- 1.46%
$19.6 - $24.44 $26.9K - $33.5K
92.7K $2.27M
PANW
Palo Alto Networks Inc

Technology
-2
- 0.03%
$152.44 - $204.64 $305 - $409
7.36K $1.51M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-257
- 3.72%
$177.93 - $313.14 $45.7K - $80.5K
6.66K $2.08M
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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