Everhart Financial Group, Inc. Purchases in Q4 2025

Everhart Financial Group, Inc.

  • $1.05 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
22K
+ 8.37%
$470.44 - $504.26 $10.3M - $11.1M
285K $138M
VTV
Vanguard Value ETF

ETFs
58.5K
+ 7.76%
$182.87 - $189.72 $10.7M - $11.1M
813K $152M
DFAI
Dimensional ETF Tr

ETFs
224K
+ 35.75%
$35.82 - $37.52 $8.01M - $8.39M
849K $31.5M
NOW
Service Now, Inc.

Technology
8.13K
+ 428.23%
$835.79 - $946.29 $6.8M - $7.7M
10K $8.38M
DFAE
Dimensional ETF Tr

ETFs
126K
+ 34.88%
$30.74 - $33.05 $3.88M - $4.18M
489K $15.9M
AAPL
Apple Inc.

Technology
9.04K
+ 7.86%
$245.27 - $275.25 $2.22M - $2.49M
124K $33.2M
LLY
Eli Lilly & CO

Healthcare
1.13K
+ 17.57%
$799.57 - $1025.28 $905K - $1.16M
7.57K $7.74M
GOOGL
Alphabet Inc.

Communication Services
5.54K
+ 15.11%
$236.57 - $291.31 $1.31M - $1.61M
42.2K $11.7M
AMZN
Amazon Com Inc

Consumer Cyclical
7.42K
+ 12.14%
$213.04 - $254.0 $1.58M - $1.88M
68.5K $16.1M
GOOG
Alphabet Inc.

Communication Services
2.61K
+ 7.43%
$237.49 - $291.74 $620K - $762K
37.8K $10.8M
AMD
Advanced Micro Devices Inc

Technology
705
+ 4.81%
$164.01 - $264.33 $116K - $186K
15.4K $3.7M
AVGO
Broadcom Inc.

Technology
2.43K
+ 7.82%
$324.63 - $385.98 $788K - $937K
33.5K $11.5M
MU
Micron Technology Inc

Technology
1.99K
+ 26.1%
$181.6 - $253.3 $362K - $505K
9.64K $2.38M
ISRG
Intuitive Surgical Inc

Healthcare
1.1K
+ 36.01%
$429.59 - $576.2 $472K - $633K
4.15K $2.27M
WDC
Western Digital Corp

Technology
3.28K
+ 35.27%
$113.13 - $174.22 $371K - $571K
12.6K $1.98M
CSCO
Cisco Systems, Inc.

Technology
6.74K
+ 23.15%
$67.46 - $78.0 $455K - $526K
35.9K $2.79M
LFST
Life Stance Health Group, Inc.

Healthcare
112K
New
$4.81 - $6.47 $538K - $723K
112K $715K
XLE
Energy Sector Spdr

ETFs
7.61K
New
$85.22 - $92.02 $648K - $700K
7.61K $699K
VOE
Vanguard Mid Cap Value Index F

ETFs
3.88K
+ 10.86%
$169.53 - $176.53 $657K - $685K
39.6K $6.88M
CAT
Caterpillar Inc

Industrials
571
+ 14.33%
$480.82 - $585.49 $275K - $334K
4.56K $2.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
912
+ 11.54%
$600.51 - $631.95 $548K - $576K
8.81K $5.44M
INSP
Inspire Medical Systems, Inc.

Healthcare
7.01K
New
$72.08 - $90.91 $505K - $638K
7.01K $605K
WMB
Williams Companies, Inc.

Energy
10.5K
+ 51.19%
$56.51 - $64.48 $594K - $677K
31K $1.89M
AXP
American Express CO

Financial Services
1.61K
+ 32.47%
$316.26 - $372.77 $508K - $599K
6.55K $2.24M
NVT
N Vent Electric PLC

Industrials
4.95K
+ 64.87%
$95.98 - $114.35 $475K - $566K
12.6K $1.34M
VNQ
Vanguard Specialized Funds Van

ETFs
7.4K
+ 14.02%
$88.13 - $92.69 $652K - $686K
60.2K $5.39M
INSM
Insmed Inc

Healthcare
2.91K
New
$147.28 - $194.39 $428K - $565K
2.91K $561K
AEP
American Electric Power CO Inc

Utilities
4.3K
+ 141.04%
$112.75 - $122.73 $484K - $527K
7.34K $890K
KO
Coca Cola CO

Consumer Defensive
6.03K
+ 23.87%
$66.1 - $71.61 $398K - $432K
31.3K $2.21M
AMAT
Applied Materials Inc

Technology
1.46K
+ 17.69%
$209.95 - $240.89 $307K - $352K
9.72K $2.22M
CAH
Cardinal Health Inc

Healthcare
2.17K
+ 125.95%
$153.27 - $206.06 $332K - $446K
3.88K $797K
ACN
Accenture PLC

Technology
2.18K
+ 130.08%
$234.02 - $253.35 $511K - $553K
3.86K $932K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.16K
+ 10.36%
$291.71 - $309.36 $631K - $669K
23K $6.72M
NDAQ
Nasdaq, Inc.

Financial Services
5.79K
+ 67.66%
$85.42 - $91.4 $494K - $529K
14.3K $1.25M
WM
Waste Management Inc

Industrials
2.29K
New
$196.77 - $219.98 $450K - $504K
2.29K $478K
JNJ
Johnson & Johnson

Healthcare
1.37K
+ 10.02%
$185.98 - $199.58 $254K - $272K
15K $2.99M
XLK
Technology Sector Spdr

ETFs
1.58K
+ 97.16%
$278.39 - $304.13 $438K - $479K
3.2K $920K
INTU
Intuit Inc

Technology
881
+ 26.07%
$641.79 - $683.39 $565K - $602K
4.26K $2.75M
WBD
Warner Bros. Discovery, Inc.

Communication Services
12K
+ 25.17%
$17.1 - $23.05 $205K - $277K
59.7K $1.38M
ROP
Roper Technologies Inc

Industrials
953
New
$443.27 - $520.0 $422K - $496K
953 $428K
WMT
Walmart Inc.

Consumer Defensive
4.1K
+ 10.79%
$101.18 - $109.03 $415K - $447K
42.1K $4.33M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
704
+ 153.38%
$412.35 - $541.5 $290K - $381K
1.16K $615K
PEP
Pepsico Inc

Consumer Defensive
2.12K
+ 21.11%
$138.84 - $153.71 $295K - $326K
12.2K $1.8M
ADI
Analog Devices Inc

Technology
1.95K
+ 50.25%
$225.32 - $246.37 $438K - $479K
5.82K $1.34M
MRK
Merck & Co., Inc.

Healthcare
2.97K
+ 24.33%
$82.49 - $92.93 $245K - $276K
15.2K $1.41M
ASML
Asml Holding Nv

Technology
353
+ 112.78%
$936.19 - $1075.45 $330K - $380K
666 $679K
SPGI
S&P Global Inc.

Financial Services
750
+ 24.58%
$472.05 - $502.96 $354K - $377K
3.8K $1.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
449
+ 32.19%
$524.58 - $588.02 $236K - $264K
1.84K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
447
+ 9.63%
$910.94 - $954.99 $407K - $427K
5.09K $4.64M
Activity Summary
Buys All Purchases 288 New Holdings 51 Increased Positions 237 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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