Everhart Financial Group, Inc. Sells in Q3 2025

Everhart Financial Group, Inc.

  • $981 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-12.5K
- 37.11%
$58.43 - $58.88 $729K - $734K
21.1K $1.24M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.21K
- 26.71%
$72.57 - $74.72 $596K - $613K
22.5K $1.68M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-11.1K
- 2.65%
$76.16 - $78.59 $845K - $872K
408K $31.8M
ISRG
Intuitive Surgical Inc

Healthcare
-354
- 10.4%
$433.66 - $544.47 $154K - $193K
3.05K $1.36M
ACN
Accenture PLC

Technology
-1.19K
- 41.46%
$232.56 - $304.78 $277K - $362K
1.68K $414K
PG
Procter & Gamble CO

Consumer Defensive
-1.57K
- 4.77%
$150.47 - $161.22 $236K - $253K
31.3K $4.8M
COST
Costco Wholesale Corp

Consumer Defensive
-86
- 1.82%
$915.95 - $994.57 $78.8K - $85.5K
4.64K $4.3M
CWST
Casella Waste Systems Inc

Industrials
-2.22K
- 42.34%
$86.69 - $114.82 $192K - $254K
3.02K $286K
CRM
Salesforce, Inc.

Technology
-464
- 8.55%
$231.66 - $273.65 $107K - $127K
4.97K $1.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-17.9K
- 19.35%
$24.46 - $26.5 $439K - $475K
74.8K $1.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.4K
- 10.47%
$26.38 - $27.95 $327K - $346K
106K $2.89M
MSTR
Microstrategy Inc

Technology
-42
- 1.64%
$300.7 - $455.9 $12.6K - $19.1K
2.52K $811K
FIS
Fidelity National Information Services, Inc.

Technology
-1.3K
- 15.4%
$63.37 - $82.35 $82.3K - $107K
7.14K $470K
V
Visa Inc.

Financial Services
-141
- 1.16%
$332.09 - $358.86 $46.8K - $50.6K
12.1K $4.11M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-919
- 66.69%
$287.52 - $458.66 $264K - $422K
459 $210K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.92K
- 19.09%
$133.48 - $144.38 $256K - $277K
8.14K $1.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.07K
- 11.0%
$68.24 - $73.73 $346K - $373K
41K $3.01M
LLY
Eli Lilly & CO

Healthcare
-74
- 1.14%
$625.65 - $812.69 $46.3K - $60.1K
6.44K $4.92M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.14K
- 6.96%
$78.11 - $79.07 $167K - $169K
28.7K $2.26M
FISV
Fiserv Inc

Technology
-1.06K
- 21.38%
N/A
3.9K $487K
ELV
Elevance Health, Inc.

Healthcare
-143
- 11.23%
$274.66 - $395.76 $39.3K - $56.6K
1.13K $365K
KO
Coca Cola CO

Consumer Defensive
-153
- 0.6%
$65.67 - $71.67 $10K - $11K
25.2K $1.67M
PGR
Progressive Corp

Financial Services
-66
- 1.42%
$238.61 - $264.3 $15.7K - $17.4K
4.58K $1.13M
BALL
Ball Corp

Consumer Cyclical
-1.37K
- 23.97%
$48.47 - $59.71 $66.5K - $82K
4.35K $219K
WING
Wingstop Inc.

Consumer Cyclical
-1
- 0.09%
$247.44 - $377.34 $247 - $377
1.16K $291K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.32K
- 32.83%
$41.43 - $44.2 $96.2K - $103K
4.75K $209K
HYG
Ishares Tr

ETFs
-1.2K
- 21.3%
$79.85 - $81.32 $96K - $97.7K
4.44K $360K
IBM
International Business Machines Corp

Technology
-10
- 0.14%
$234.77 - $292.47 $2.35K - $2.92K
7.19K $2.03M
AVB
Avalonbay Communities Inc

Real Estate
-336
- 18.74%
$182.72 - $204.51 $61.4K - $68.7K
1.46K $281K
ZTS
Zoetis Inc.

Healthcare
-390
- 16.32%
$141.13 - $159.19 $55K - $62.1K
2K $292K
CMCSA
Comcast Corp

Communication Services
-14
- 0.08%
$31.41 - $36.33 $440 - $509
17.3K $542K
CRWD
Crowd Strike Holdings, Inc.

Technology
-31
- 0.98%
$412.46 - $514.1 $12.8K - $15.9K
3.14K $1.54M
MCD
Mcdonalds Corp

Consumer Cyclical
-476
- 7.73%
$291.67 - $316.99 $139K - $151K
5.68K $1.73M
CTRA
Coterra Energy Inc.

Energy
-1.81K
- 11.83%
$23.09 - $25.45 $41.8K - $46.1K
13.5K $319K
VIG
Vanguard Dividend Appreciation

ETFs
-376
- 6.21%
N/A
5.67K $1.03M
SBAC
Sba Communications Corp

Real Estate
-13
- 1.1%
$191.35 - $239.35 $2.49K - $3.11K
1.17K $226K
SUB
Ishares Short Term National Mu

ETFs
-498
- 6.06%
$106.17 - $107.3 $52.9K - $53.4K
7.71K $823K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-737
- 19.64%
$84.28 - $89.46 $62.1K - $65.9K
3.02K $268K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.52K
- 4.5%
$48.5 - $50.19 $73.5K - $76K
32.2K $1.61M
HBAN
Huntington Bancshares Inc

Financial Services
-3.58K
- 6.07%
$15.87 - $17.88 $56.8K - $64K
55.3K $955K
STAG
Stag Industrial, Inc.

Real Estate
-169
- 0.81%
$34.28 - $36.97 $5.79K - $6.25K
20.7K $731K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-341
- 7.85%
N/A
4K $259K
PANW
Palo Alto Networks Inc

Technology
-63
- 0.86%
$167.06 - $208.19 $10.5K - $13.1K
7.29K $1.49M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-150
- 11.1%
$187.97 - $199.47 $28.2K - $29.9K
1.2K $239K
WDAY
Workday, Inc.

Technology
-64
- 3.66%
$213.69 - $247.69 $13.7K - $15.9K
1.69K $405K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.36K
- 7.82%
$39.84 - $43.15 $54.2K - $58.7K
16K $689K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-387
- 2.52%
$24.11 - $24.94 $9.33K - $9.65K
15K $373K
CPB
Campbell Soup CO

Consumer Defensive
-540
- 4.54%
$30.41 - $34.03 $16.4K - $18.4K
11.3K $358K
DHR
Danaher Corp

Healthcare
-38
- 1.71%
$181.46 - $212.2 $6.9K - $8.06K
2.18K $432K
Activity Summary
Buys All Purchases 302 New Holdings 61 Increased Positions 241 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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