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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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