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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$121 Million 14.23% of portfolio
685,866
Q2 2025 Added 10.77%
$0
$110 Million 12.91% of portfolio
250,772
Q2 2025 Added 16.82%
$0
$63.1 Million 7.41% of portfolio
207,589
Q2 2025 Reduced 2.83%
$0
$32.4 Million 3.8% of portfolio
418,808
Q2 2025 Reduced 13.03%
$0
$13.9 Million 1.63% of portfolio
400,996
Q2 2025 Added 159.28%
$0
$13.6 Million 1.6% of portfolio
275,348
Q2 2025 Reduced 8.54%
$0
$12.9 Million 1.51% of portfolio
440,034
Q2 2025 Reduced 1.26%
$0
$11.1 Million 1.3% of portfolio
464,093
Q2 2025 Added 1.59%
$0
$6.84 Million 0.8% of portfolio
236,199
Q2 2025 Added 169.01%
$0
$6.58 Million 0.77% of portfolio
33,721
Q2 2025 Added 13.58%
$0
$6.44 Million 0.76% of portfolio
22,659
Q2 2025 Added 11.71%
$0
$5.44 Million 0.64% of portfolio
19,633
Q2 2025 Added 15.57%
$0
$5.3 Million 0.62% of portfolio
32,246
Q2 2025 Added 14.52%
$0
$4.61 Million 0.54% of portfolio
166,535
Q2 2025 Added 8.28%
$0
$4.4 Million 0.52% of portfolio
49,357
Q2 2025 Added 10.94%
$0
$3.84 Million 0.45% of portfolio
6,757
Q2 2025 Added 30.87%
$0
$3.52 Million 0.41% of portfolio
5,665
Q2 2025 Added 4.39%
$0
$3.14 Million 0.37% of portfolio
118,406
Q2 2025 Reduced 3.33%
$0
$3.18 Million 0.37% of portfolio
46,044
Q2 2025 Reduced 28.74%
$0
$2.42 Million 0.28% of portfolio
30,801
Q2 2025 Reduced 1.77%
$0
$2.27 Million 0.27% of portfolio
92,695
Q2 2025 Reduced 1.46%
$0
$2.26 Million 0.27% of portfolio
30,733
Q2 2025 Reduced 2.89%
$0
$1.97 Million 0.23% of portfolio
77,693
Q2 2025 Reduced 2.2%
$0
$1.98 Million 0.23% of portfolio
33,606
Q2 2025 Reduced 42.07%
$0
$1.76 Million 0.21% of portfolio
30,953
Q2 2025 Added 7.21%
$0
$1.77 Million 0.21% of portfolio
21,182
Q2 2025 Reduced 6.84%
$0
$1.65 Million 0.19% of portfolio
33,674
Q2 2025 Reduced 6.71%
$0
$1.42 Million 0.17% of portfolio
5,086
Q2 2025 Reduced 0.9%
$0
$1.35 Million 0.16% of portfolio
10,057
Q2 2025 Reduced 21.4%
$0
$1.38 Million 0.16% of portfolio
2,226
Q2 2025 Added 15.4%
$0
$1.22 Million 0.14% of portfolio
5,155
Q2 2025 Added 1.72%
$0
$1.1 Million 0.13% of portfolio
6,050
Q2 2025 Added 228.09%
$0
$1.12 Million 0.13% of portfolio
37,412
Q2 2025 Added 22.39%
$0
$1.14 Million 0.13% of portfolio
10,905
Q2 2025 Reduced 24.95%
$0
$858,000 0.1% of portfolio
3,148
Q2 2025 Added 37.11%
$0
$873,000 0.1% of portfolio
8,212
Q2 2025 Reduced 14.91%
$0
$780,000 0.09% of portfolio
1,414
Q2 2025 Reduced 1.6%
$0
$737,000 0.09% of portfolio
7,858
Q2 2025 Reduced 14.4%
$0
$725,000 0.09% of portfolio
10,830
Q1 2025 New
$0
$789,000 0.09% of portfolio
14,710
Q2 2025 Reduced 4.06%
$0
$772,000 0.09% of portfolio
25,635
Q2 2025 Reduced 3.29%
$0
$736,000 0.09% of portfolio
9,228
Q2 2025 Added 5.92%
$0
$694,000 0.08% of portfolio
6,305
Q2 2025 Reduced 3.37%
$0
$690,000 0.08% of portfolio
1,041
Q1 2025 Reduced 37.59%
$0
$639,000 0.08% of portfolio
4,713
Q2 2025 Added 217.37%
$0
$696,000 0.08% of portfolio
17,407
Q2 2025 Added 42.94%
$0
$575,000 0.07% of portfolio
2,669
Q2 2025 Reduced 17.55%
$0
$626,000 0.07% of portfolio
7,883
Q2 2025 Added 5.94%
$0
$584,000 0.07% of portfolio
27,624
Q2 2025 Added 35.39%

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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