Everhart Financial Group, Inc. Portfolio Holdings

Everhart Financial Group, Inc.

  • $852 Million
  • Q2 2025

Everhart Financial Group, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $852 Million distributed in 340 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $121M, Vanguard Growth ETF with a value of $110M, Vanguard Total Stock Market Et with a value of $63.1M, Nvidia Corp with a value of $33M, and Vanguard Bd Index Fd Inc Inter with a value of $32.4M.

Examining the 13F form we can see an increase of $132M in the current position value, from $719M to 852M.

Below you can find more details about Everhart Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $852 Million
ETFs: $478 Million
Technology: $135 Million
Financial Services: $51.5 Million
Communication Services: $40.6 Million
Consumer Cyclical: $37 Million
Healthcare: $30.5 Million
Industrials: $26.6 Million
Consumer Defensive: $23.1 Million
Other: $29.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$1.57 Million 0.18% of portfolio
2,985
Q2 2025 Added 35.37%
$153B
$1.49 Million 0.17% of portfolio
8,126
Q2 2025 Added 26.95%
$184B
$1.45 Million 0.17% of portfolio
15,593
Q2 2025 Added 29.5%
$92.8B
$1.42 Million 0.17% of portfolio
5,745
Q2 2025 Added 13.63%
$20.3B
$1.47 Million 0.17% of portfolio
6,606
Q2 2025 Added 20.81%
$242B
$1.48 Million 0.17% of portfolio
5,429
Q2 2025 Reduced 11.2%
$93.2B
$1.41 Million 0.16% of portfolio
11,909
Q2 2025 Added 41.2%
$143B
$1.37 Million 0.16% of portfolio
3,471
Q2 2025 Added 0.49%
$251B
$1.36 Million 0.16% of portfolio
4,254
Q2 2025 Added 6.7%
$195B
$1.24 Million 0.15% of portfolio
9,418
Q2 2025 Reduced 3.6%
$92.4B
$1.3 Million 0.15% of portfolio
2,973
Q2 2025 Added 8.15%
$143B
$1.24 Million 0.15% of portfolio
4,644
Q2 2025 Added 17.36%
$238B
$1.31 Million 0.15% of portfolio
3,363
Q2 2025 Reduced 15.42%
$267B
$1.19 Million 0.14% of portfolio
8,435
Q2 2025 Added 29.79%
$80.3B
$1.16 Million 0.14% of portfolio
312
Q2 2025 Added 6.12%
$16.1B
$1.23 Million 0.14% of portfolio
30,614
Q2 2025 Added 1.97%
$14.9B
$1.18 Million 0.14% of portfolio
7,543
Q2 2025 Reduced 15.27%
$99.5B
$1.16 Million 0.14% of portfolio
1,586
Q2 2025 Added 5.66%
$65B
$1.21 Million 0.14% of portfolio
2,358
Q2 2025 Added 39.53%
$76.9B
$1.13 Million 0.13% of portfolio
7,339
Q2 2025 Added 13.36%
$71.9B
$1.09 Million 0.13% of portfolio
17,340
Q2 2025 Added 12.66%
$60.5B
$1.1 Million 0.13% of portfolio
5,635
Q2 2025 Added 8.39%
$147B
$1.11 Million 0.13% of portfolio
3,959
Q2 2025 Added 5.57%
$25.3B
$986,000 0.12% of portfolio
58,890
Q2 2025 Added 8.01%
$3.06B
$1.04 Million 0.12% of portfolio
2,562
Q2 2025 Added 61.03%
$69.2B
$1.06 Million 0.12% of portfolio
700
Q2 2025 Added 16.86%
$23.9B
$987,000 0.12% of portfolio
8,634
Q2 2025 Added 36.74%
$128B
$946,000 0.11% of portfolio
4,517
Q2 2025 Added 14.04%
$206B
$939,000 0.11% of portfolio
11,865
Q2 2025 Reduced 14.08%
$898M
$951,000 0.11% of portfolio
31,677
Q2 2025 Added 11.35%
$58.4B
$945,000 0.11% of portfolio
11,050
Q2 2025 Added 13.04%
$53.4B
$977,000 0.11% of portfolio
1,823
Q2 2025 Added 41.87%
$138B
$913,000 0.11% of portfolio
13,157
Q2 2025 Added 7.01%
$30.8B
$914,000 0.11% of portfolio
5,278
Q2 2025 Reduced 5.11%
$186B
$895,000 0.11% of portfolio
20,699
Q2 2025 Added 26.61%
$212B
$955,000 0.11% of portfolio
7,707
Q2 2025 Reduced 13.98%
$68.9B
$973,000 0.11% of portfolio
29,832
Q2 2025 Reduced 10.45%
$72.1B
$887,000 0.1% of portfolio
3,332
Q2 2025 Reduced 3.34%
$177B
$880,000 0.1% of portfolio
2,515
Q2 2025 Added 14.16%
$176B
$844,000 0.1% of portfolio
7,321
Q2 2025 Reduced 1.35%
$699M
$892,000 0.1% of portfolio
17,015
Q2 2025 Added 4.46%
$10.1B
$817,000 0.1% of portfolio
2,988
Q2 2025 Added 5.73%
$92.1B
$814,000 0.1% of portfolio
4,905
Q2 2025 Reduced 5.29%
$86.6B
$869,000 0.1% of portfolio
4,087
Q2 2025 New
$142B
$838,000 0.1% of portfolio
3,601
Q2 2025 Added 14.03%
$99.4B
$837,000 0.1% of portfolio
1,881
Q2 2025 Reduced 14.85%
$167B
$837,000 0.1% of portfolio
9,183
Q2 2025 Added 14.2%
$8.83B
$878,000 0.1% of portfolio
19,805
Q2 2025 Added 9.09%
$152B
$857,000 0.1% of portfolio
2,868
Q2 2025 Reduced 27.9%

Summary

  • Portfolio
  • No. of Stocks 340
  • Current Value $852 Million
  • Prior Value $719 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 202 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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