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%
$26.1B
$364,000 0.04% of portfolio
1,793
Q2 2025 Reduced 21.26%
$75.3B
$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%
$187B
$321,000 0.04% of portfolio
793
Q2 2025 Reduced 62.27%
$314B
$341,000 0.04% of portfolio
1,432
Q2 2025 Added 1.2%
$64.2B
$333,000 0.04% of portfolio
1,182
Q2 2025 Reduced 7.66%
$70.1B
$372,000 0.04% of portfolio
2,389
Q2 2025 Added 28.58%
$9.62B
$364,000 0.04% of portfolio
11,885
Q2 2025 Reduced 11.91%
$11.9B
$329,000 0.04% of portfolio
3,359
Q2 2025 Added 7.76%
$17B
$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%
$46.7B
$338,000 0.04% of portfolio
10,007
Q2 2025 Added 51.53%
$19B
$368,000 0.04% of portfolio
18,104
Q2 2025 Added 32.53%
$47.6B
$356,000 0.04% of portfolio
4,555
Q2 2025 Added 39.38%
$39.1B
$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
$86B
$378,000 0.04% of portfolio
5,487
Q2 2025 New
$44.3B
$361,000 0.04% of portfolio
3,523
Q2 2025 Added 19.63%
$60.2B
$381,000 0.04% of portfolio
8,809
Q2 2025 Added 18.51%
$23.4B
$380,000 0.04% of portfolio
7,397
Q2 2025 Added 8.27%
$33B
$375,000 0.04% of portfolio
13,341
Q2 2025 Reduced 0.64%
$133B
$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
$51.4B
$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%
$118B
$236,000 0.03% of portfolio
4,038
Q2 2025 Added 11.09%
$29.9B
$250,000 0.03% of portfolio
1,526
Q2 2025 Reduced 5.92%
$73.5B
$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%
$34.7B
$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%
$15.2B
$230,000 0.03% of portfolio
1,918
Q2 2025 Reduced 29.43%
$1.24B
$232,000 0.03% of portfolio
21,704
Q2 2025 Reduced 21.3%
$4.99B
$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%
$31B
$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%
$59.7B
$240,000 0.03% of portfolio
8,189
Q2 2025 Added 15.94%
$36B
$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
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