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
$68.8B
$372,000 0.04% of portfolio
2,389
Q2 2025 Added 28.58%
$9.87B
$364,000 0.04% of portfolio
11,885
Q2 2025 Reduced 11.91%
$11.2B
$329,000 0.04% of portfolio
3,359
Q2 2025 Added 7.76%
$15.6B
$321,000 0.04% of portfolio
5,727
Q2 2025 Added 44.33%
$14.3B
$335,000 0.04% of portfolio
15,627
Q2 2025 Added 5.54%
$49.3B
$338,000 0.04% of portfolio
10,007
Q2 2025 Added 51.53%
$20.2B
$368,000 0.04% of portfolio
18,104
Q2 2025 Added 32.53%
$46.5B
$356,000 0.04% of portfolio
4,555
Q2 2025 Added 39.38%
$38.3B
$324,000 0.04% of portfolio
3,016
Q2 2025 Reduced 20.94%
$97.1B
$378,000 0.04% of portfolio
5,487
Q2 2025 New
$41.1B
$361,000 0.04% of portfolio
3,523
Q2 2025 Added 19.63%
$64.4B
$381,000 0.04% of portfolio
8,809
Q2 2025 Added 18.51%
$24.4B
$380,000 0.04% of portfolio
7,397
Q2 2025 Added 8.27%
$34.7B
$375,000 0.04% of portfolio
13,341
Q2 2025 Reduced 0.64%
$140B
$369,000 0.04% of portfolio
413
Q2 2025 Reduced 1.43%
$63.1B
$251,000 0.03% of portfolio
1,873
Q2 2025 Added 14.56%
$30.9B
$250,000 0.03% of portfolio
1,526
Q2 2025 Reduced 5.92%
$74B
$252,000 0.03% of portfolio
2,389
Q2 2025 New
$37.5B
$235,000 0.03% of portfolio
1,999
Q2 2025 Reduced 3.01%
$15.5B
$230,000 0.03% of portfolio
1,918
Q2 2025 Reduced 29.43%
$1.3B
$232,000 0.03% of portfolio
21,704
Q2 2025 Reduced 21.3%
$5.31B
$233,000 0.03% of portfolio
6,149
Q2 2025 New
$8.31B
$281,000 0.03% of portfolio
4,342
Q2 2025 Reduced 27.49%
$29.5B
$220,000 0.03% of portfolio
2,525
Q2 2025 New
$62B
$240,000 0.03% of portfolio
8,189
Q2 2025 Added 15.94%
$38.5B
$290,000 0.03% of portfolio
4,242
Q2 2025 Reduced 41.31%
$21.5B
$277,000 0.03% of portfolio
1,183
Q2 2025 Added 28.17%
$2.99B
$253,000 0.03% of portfolio
3,515
Q2 2025 Added 1.68%
$105B
$297,000 0.03% of portfolio
2,829
Q2 2025 Reduced 27.54%
$16.1B
$249,000 0.03% of portfolio
3,394
Q2 2025 Added 13.66%
$86.1B
$218,000 0.03% of portfolio
3,244
Q2 2025 New
$36.3B
$276,000 0.03% of portfolio
3,934
Q2 2025 Reduced 13.73%
$33.6B
$216,000 0.03% of portfolio
4,106
Q2 2025 New
$126B
$295,000 0.03% of portfolio
3,385
Q2 2025 Added 14.09%
$10.6B
$233,000 0.03% of portfolio
7,565
Q2 2025 New
$346B
$223,000 0.03% of portfolio
279
Q2 2025 New
$3.08B
$277,000 0.03% of portfolio
6,128
Q2 2025 Reduced 18.88%
$18.1B
$248,000 0.03% of portfolio
4,578
Q2 2025 Added 3.69%
$42.8B
$209,000 0.02% of portfolio
1,155
Q2 2025 New
$30.3B
$176,000 0.02% of portfolio
3,092
Q2 2025 New
$16.8B
$201,000 0.02% of portfolio
2,195
Q2 2025 New
$3.76B
$146,000 0.02% of portfolio
13,268
Q2 2025 Reduced 0.74%
$58.6B
$205,000 0.02% of portfolio
6,418
Q2 2025 New
$32.7B
$199,000 0.02% of portfolio
2,305
Q2 2025 New
$2.06B
$116,000 0.01% of portfolio
10,162
Q2 2025 Added 0.6%
$320M
$68,000 0.01% of portfolio
16,139
Q2 2025 New
$1.18B
$87,000 0.01% of portfolio
18,324
Q2 2025 New
$169B
$88,000 0.01% of portfolio
10,702
Q2 2025 Reduced 8.13%
$533M
$44,000 0.01% of portfolio
12,962
Q2 2025 New

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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