Everhart Financial Group, Inc. Portfolio Holdings
Everhart Financial Group, Inc.
- $981 Million
- Q3 2025
Everhart Financial Group, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $981 Million distributed in 390 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $141M, Vanguard Growth ETF with a value of $126M, Vanguard Total Stock Market Et with a value of $66.6M, Nvidia Corp with a value of $40.7M, and Vanguard Bd Index Fd Inc Inter with a value of $31.8M.
Examining the 13F form we can see an increase of $129M in the current position value, from $852M to 981M.
Below you can find more details about Everhart Financial Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$981 Million
ETFs: $539 Million
Technology: $161 Million
Financial Services: $59.9 Million
Communication Services: $47 Million
Consumer Cyclical: $45 Million
Healthcare: $35.6 Million
Industrials: $33 Million
Consumer Defensive: $22.8 Million
Other: $37.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 390
- Current Value $981 Million
- Prior Value $852 Million
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 61 stocks
- Additional Purchases 241 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks