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
ARGX
Argenx Se

Healthcare
383
New
$767.33 - $907.98 $294K - $348K
383 $347K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
503
+ 3.4%
$475.68 - $513.11 $239K - $258K
15.3K $7.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.21K
+ 124.15%
$280.66 - $305.09 $339K - $369K
2.18K $615K
WTW
Willis Towers Watson PLC

Financial Services
1.06K
New
$313.1 - $349.93 $332K - $371K
1.06K $341K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.42K
+ 9.99%
$279.76 - $298.12 $676K - $721K
26.6K $7.45M
FNDX
Schwab Fundamental U S Large C

ETFs
12.3K
New
$25.68 - $26.95 $317K - $332K
12.3K $327K
CIEN
Ciena Corp

Technology
1.34K
+ 88.76%
$151.45 - $209.52 $203K - $281K
2.85K $547K
RKT
Rocket Companies, Inc.

Financial Services
19.9K
New
$15.61 - $19.59 $310K - $389K
19.9K $326K
AMGN
Amgen Inc

Healthcare
241
+ 5.91%
$290.13 - $341.71 $69.9K - $82.4K
4.32K $1.48M
EQT
Eqt Corp

Energy
5.35K
New
$51.8 - $60.84 $277K - $326K
5.35K $320K
BC
Brunswick Corp

Consumer Cyclical
4.87K
New
$58.75 - $71.91 $286K - $350K
4.87K $313K
IBM
International Business Machines Corp

Technology
692
+ 9.63%
$275.97 - $314.98 $191K - $218K
7.88K $2.34M
NDSN
Nordson Corp

Industrials
1.34K
New
$228.16 - $238.35 $305K - $318K
1.34K $307K
ELV
Elevance Health, Inc.

Healthcare
920
+ 81.42%
$303.78 - $362.34 $279K - $333K
2.05K $667K
DDOG
Datadog, Inc.

Technology
1.58K
New
$151.17 - $199.72 $239K - $316K
1.58K $292K
PWR
Quanta Services, Inc.

Industrials
502
+ 10.04%
$412.21 - $453.83 $207K - $228K
5.5K $2.36M
VRT
Vertiv Holdings CO

Industrials
3.31K
+ 66.81%
N/A
8.26K $716K
EPAM
Epam Systems, Inc.

Technology
1.55K
New
N/A
1.55K $287K
LNT
Alliant Energy Corp

Utilities
4.18K
New
$66.31 - $68.97 $277K - $288K
4.18K $281K
BIIB
Biogen Inc.

Healthcare
1.66K
New
$142.26 - $167.55 $236K - $278K
1.66K $277K
GILD
Gilead Sciences, Inc.

Healthcare
1.43K
+ 19.39%
$110.56 - $125.2 $158K - $178K
8.78K $1.09M
VBR
Vanguard Small Cap Value ETF

ETFs
1.86K
+ 5.13%
$201.42 - $211.15 $375K - $393K
38.2K $7.85M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1K
New
$210.33 - $273.65 $211K - $274K
1K $265K
MELI
Mercadolibre Inc

Consumer Cyclical
129
New
$2024.98 - $2360.76 $261K - $305K
129 $264K
CRWD
Crowd Strike Holdings, Inc.

Technology
207
+ 6.6%
$482.23 - $557.53 $99.8K - $115K
3.34K $1.8M
MDB
Mongo Db, Inc.

Technology
730
New
$313.81 - $373.89 $229K - $273K
730 $257K
UPS
United Parcel Service Inc

Industrials
2.71K
New
$82.87 - $97.4 $225K - $264K
2.71K $255K
HWM
Howmet Aerospace Inc.

Industrials
1.07K
+ 24.98%
$184.09 - $209.74 $197K - $225K
5.36K $1.09M
IONS
Ionis Pharmaceuticals Inc

Healthcare
3.47K
New
$65.8 - $74.68 $228K - $259K
3.47K $247K
APO
Apollo Global Management, Inc.

Financial Services
1.88K
New
$118.22 - $133.75 $223K - $252K
1.88K $246K
JCI
Johnson Controls International PLC

Industrials
1.78K
+ 49.12%
$105.55 - $122.66 $188K - $218K
5.4K $640K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.89K
New
$79.54 - $88.08 $230K - $254K
2.89K $241K
NRG
Nrg Energy, Inc.

Utilities
1.44K
New
$160.42 - $178.5 $232K - $258K
1.44K $238K
ALB
Albemarle Corp

Basic Materials
1.32K
+ 52.91%
$84.47 - $115.14 $111K - $152K
3.81K $438K
FOX
Fox Corp Cl B (De)

Communication Services
4.01K
New
$51.27 - $60.27 $206K - $242K
4.01K $234K
AKAM
Akamai Technologies Inc

Technology
2.52K
New
N/A
2.52K $229K
WFC
Wells Fargo & Company

Financial Services
2.82K
+ 12.76%
$77.62 - $87.3 $219K - $246K
24.9K $2.08M
FDX
Fedex Corp

Industrials
850
New
$224.63 - $268.67 $191K - $228K
850 $225K
ON
On Semiconductor Corp

Technology
4.79K
New
$45.74 - $55.08 $219K - $264K
4.79K $224K
MCK
Mckesson Corp

Healthcare
101
+ 5.24%
$738.06 - $859.37 $74.5K - $86.8K
2.03K $1.71M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
661
+ 17.16%
$256.75 - $275.06 $170K - $182K
4.51K $1.22M
RTX
Raytheon Technologies Corp

Industrials
676
+ 5.72%
$157.0 - $179.44 $106K - $121K
12.5K $2.2M
DAR
Darling Ingredients Inc.

Consumer Defensive
6.26K
New
$29.91 - $34.75 $187K - $218K
6.26K $217K
IWB
Ishares Tr Russell 1000 ETF

ETFs
582
New
$358.39 - $376.54 $209K - $219K
582 $214K
IDXX
Idexx Laboratories Inc

Healthcare
164
+ 8.36%
$616.15 - $722.94 $101K - $119K
2.13K $1.47M
BMY
Bristol Myers Squibb CO

Healthcare
3.98K
+ 28.87%
$42.6 - $49.08 $170K - $195K
17.8K $832K
V
Visa Inc.

Financial Services
1.22K
+ 10.15%
$325.75 - $352.42 $398K - $431K
13.3K $4.32M
GD
General Dynamics Corp

Industrials
609
New
$330.59 - $353.77 $201K - $215K
609 $209K
CL
Colgate Palmolive CO

Consumer Defensive
2.63K
New
$74.98 - $79.86 $197K - $210K
2.63K $207K
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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