Everhart Financial Group, Inc. Portfolio Holdings
Everhart Financial Group, Inc.
- $719 Million
- Q1 2025
Everhart Financial Group, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $719 Million distributed in 328 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $106M, Vanguard Growth ETF with a value of $79.5M, Vanguard Total Stock Market Et with a value of $58.4M, Vanguard Bd Index Fd Inc Inter with a value of $36.8M, and Apple Inc. with a value of $27.3M.
Examining the 13F form we can see an increase of $242M in the current position value, from $477M to 719M.
Below you can find more details about Everhart Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$719 Million
ETFs: $407 Million
Technology: $104 Million
Financial Services: $43.5 Million
Consumer Cyclical: $32.6 Million
Healthcare: $31.8 Million
Communication Services: $31.6 Million
Industrials: $21 Million
Consumer Defensive: $20.3 Million
Other: $27.3 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 328
- Current Value $719 Million
- Prior Value $477 Million
- Filing
- Period Q1 2025
- Filing Date April 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 42 stocks
- Additional Purchases 211 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks