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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$380,000 0.04% of portfolio
15,370
Q2 2025 Added 7.27%
$24.4B
$364,000 0.04% of portfolio
1,793
Q2 2025 Reduced 21.26%
$67.9B
$324,000 0.04% of portfolio
909
Q2 2025 Added 1.22%
$0
$314,000 0.04% of portfolio
3,753
Q4 2024 Added 23.78%
$218B
$321,000 0.04% of portfolio
793
Q2 2025 Reduced 62.27%
$262B
$341,000 0.04% of portfolio
1,432
Q2 2025 Added 1.2%
$54.3B
$333,000 0.04% of portfolio
1,182
Q2 2025 Reduced 7.66%
$67.5B
$372,000 0.04% of portfolio
2,389
Q2 2025 Added 28.58%
$9.08B
$364,000 0.04% of portfolio
11,885
Q2 2025 Reduced 11.91%
$10.9B
$329,000 0.04% of portfolio
3,359
Q2 2025 Added 7.76%
$15.5B
$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%
$51.5B
$338,000 0.04% of portfolio
10,007
Q2 2025 Added 51.53%
$24.5B
$368,000 0.04% of portfolio
18,104
Q2 2025 Added 32.53%
$51.6B
$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%
$0
$305,000 0.04% of portfolio
7,069
Q2 2025 New
$101B
$378,000 0.04% of portfolio
5,487
Q2 2025 New
$39.5B
$361,000 0.04% of portfolio
3,523
Q2 2025 Added 19.63%
$59.6B
$381,000 0.04% of portfolio
8,809
Q2 2025 Added 18.51%
$20.4B
$380,000 0.04% of portfolio
7,397
Q2 2025 Added 8.27%
$31.5B
$375,000 0.04% of portfolio
13,341
Q2 2025 Reduced 0.64%
$172B
$369,000 0.04% of portfolio
413
Q2 2025 Reduced 1.43%
$0
$345,000 0.04% of portfolio
3,486
Q2 2025 Reduced 2.0%
$0
$218,000 0.03% of portfolio
1,638
Q2 2025 Reduced 0.18%
$0
$228,000 0.03% of portfolio
3,286
Q2 2025 Reduced 0.87%
$0
$254,000 0.03% of portfolio
1,351
Q2 2025 New
$65.6B
$251,000 0.03% of portfolio
1,873
Q2 2025 Added 14.56%
$0
$265,000 0.03% of portfolio
2,422
Q2 2025 Reduced 0.45%
$0
$240,000 0.03% of portfolio
4,785
Q2 2025 Reduced 15.26%
$102B
$236,000 0.03% of portfolio
4,038
Q2 2025 Added 11.09%
$31.4B
$250,000 0.03% of portfolio
1,526
Q2 2025 Reduced 5.92%
$78.7B
$252,000 0.03% of portfolio
2,389
Q2 2025 New
$0
$250,000 0.03% of portfolio
4,032
Q2 2025 Added 0.98%
$0
$236,000 0.03% of portfolio
2,649
Q2 2025 Added 2.56%
$0
$236,000 0.03% of portfolio
1,705
Q2 2025 New
$0
$217,000 0.03% of portfolio
513
Q2 2025 New
$0
$239,000 0.03% of portfolio
2,187
Q2 2025 Added 1.58%
$0
$240,000 0.03% of portfolio
6,420
Q2 2025 Reduced 2.93%
$42.4B
$235,000 0.03% of portfolio
1,999
Q2 2025 Reduced 3.01%
$0
$270,000 0.03% of portfolio
3,795
Q1 2025 Reduced 2.69%
$13.9B
$230,000 0.03% of portfolio
1,918
Q2 2025 Reduced 29.43%
$1.26B
$232,000 0.03% of portfolio
21,704
Q2 2025 Reduced 21.3%
$5.15B
$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%
$26.3B
$220,000 0.03% of portfolio
2,525
Q2 2025 New
$0
$233,000 0.03% of portfolio
5,515
Q2 2025 Reduced 1.36%
$58.6B
$240,000 0.03% of portfolio
8,189
Q2 2025 Added 15.94%
$40.8B
$290,000 0.03% of portfolio
4,242
Q2 2025 Reduced 41.31%

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
Track This Portfolio

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email