Everhart Financial Group, Inc. Incresed Positions in Q4 2025

Everhart Financial Group, Inc.

  • $1.05 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
692
+ 9.63%
$275.97 - $314.98 $191K - $218K
7.88K $2.34M
ELV
Elevance Health, Inc.

Healthcare
920
+ 81.42%
$303.78 - $362.34 $279K - $333K
2.05K $667K
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
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
CRWD
Crowd Strike Holdings, Inc.

Technology
207
+ 6.6%
$482.23 - $557.53 $99.8K - $115K
3.34K $1.8M
HWM
Howmet Aerospace Inc.

Industrials
1.07K
+ 24.98%
$184.09 - $209.74 $197K - $225K
5.36K $1.09M
JCI
Johnson Controls International PLC

Industrials
1.78K
+ 49.12%
$105.55 - $122.66 $188K - $218K
5.4K $640K
ALB
Albemarle Corp

Basic Materials
1.32K
+ 52.91%
$84.47 - $115.14 $111K - $152K
3.81K $438K
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
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
WELL
Welltower Inc.

Real Estate
369
+ 4.31%
$165.94 - $193.82 $61.2K - $71.5K
8.94K $1.73M
NEE
Nextera Energy Inc

Utilities
748
+ 5.43%
$78.18 - $86.03 $58.5K - $64.4K
14.5K $1.24M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.41K
+ 63.96%
$91.7 - $105.68 $221K - $254K
6.17K $609K
XOM
Exxon Mobil Corp

Energy
167
+ 0.45%
$110.64 - $119.78 $18.5K - $20K
36.9K $4.35M
ABBV
Abb Vie Inc.

Healthcare
639
+ 3.19%
$211.96 - $244.38 $135K - $156K
20.7K $4.83M
GM
General Motors CO

Consumer Cyclical
1.3K
+ 11.99%
$55.35 - $71.89 $72K - $93.5K
12.2K $856K
PANW
Palo Alto Networks Inc

Technology
864
+ 11.85%
$204.77 - $221.38 $177K - $191K
8.16K $1.67M
CVS
Cvs Health Corp

Healthcare
2.13K
+ 30.74%
$76.69 - $83.04 $163K - $177K
9.05K $709K
ROST
Ross Stores, Inc.

Consumer Cyclical
971
+ 24.95%
$147.71 - $162.85 $143K - $158K
4.86K $780K
BAC
Bank Of America Corp

Financial Services
3.54K
+ 9.39%
$48.65 - $54.11 $172K - $192K
41.2K $2.12M
PLD
Prologis, Inc.

Real Estate
1.11K
+ 26.28%
$111.23 - $127.18 $124K - $141K
5.34K $660K
DHR
Danaher Corp

Healthcare
548
+ 25.1%
$202.46 - $223.01 $111K - $122K
2.73K $602K
HAL
Halliburton CO

Energy
3.99K
+ 17.8%
$21.82 - $28.06 $87.1K - $112K
26.4K $721K
KKR
Kkr & Co. Inc.

Financial Services
1.55K
+ 87.54%
$117.52 - $127.65 $182K - $197K
3.31K $396K
FNDF
Schwab Fundamental Intl Large

ETFs
3.06K
+ 19.09%
$42.35 - $45.18 $130K - $138K
19.1K $855K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
163
+ 7.81%
$402.9 - $437.15 $65.7K - $71.3K
2.25K $976K
HON
Honeywell International Inc

Industrials
1.08K
+ 26.8%
$194.07 - $220.67 $210K - $239K
5.12K $1M
MRVL
Marvell Technology, Inc.

Technology
1.55K
+ 20.89%
$81.05 - $93.74 $126K - $145K
8.98K $776K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.11K
+ 9.35%
$74.09 - $75.1 $156K - $158K
24.6K $1.83M
INTC
Intel Corp

Technology
3.43K
+ 12.88%
$34.71 - $41.53 $119K - $142K
30.1K $1.04M
CRL
Charles River Laboratories International, Inc.

Healthcare
724
+ 37.91%
$167.03 - $197.04 $121K - $143K
2.63K $442K
QCOM
Qualcomm Inc

Technology
825
+ 17.79%
$153.59 - $187.68 $127K - $155K
5.46K $910K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
135K
+ 40.79%
$1.43 - $2.18 $193K - $294K
466K $666K
QQQ
Invesco Qqq Trust, Series 1

ETFs
209
+ 13.41%
$589.5 - $635.77 $123K - $133K
1.77K $1.07M
STAG
Stag Industrial, Inc.

Real Estate
1.73K
+ 8.34%
$35.5 - $39.43 $61.3K - $68.1K
22.5K $863K
VEA
Vanguard Ftse Developed Market

ETFs
1.46K
+ 4.79%
$59.18 - $62.09 $86.2K - $90.5K
31.8K $1.95M
SLB
Schlumberger Limited

Energy
2.62K
+ 18.96%
$31.72 - $37.61 $83K - $98.5K
16.4K $606K
SNOW
Snowflake Inc.

Technology
237
+ 10.88%
$230.55 - $277.14 $54.6K - $65.7K
2.42K $620K
PH
Parker Hannifin Corp

Industrials
60
+ 5.63%
$716.66 - $857.93 $43K - $51.5K
1.13K $935K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
941
+ 11.56%
$139.66 - $144.52 $131K - $136K
9.08K $1.29M
CFG
Citizens Financial Group Inc

Financial Services
2.85K
+ 19.65%
$48.39 - $54.0 $138K - $154K
17.3K $895K
VB
Vanguard Small Cap ETF

ETFs
595
+ 10.97%
$248.1 - $260.08 $148K - $155K
6.02K $1.5M
TJX
Tjx Companies Inc

Consumer Cyclical
716
+ 5.45%
$138.56 - $147.63 $99.2K - $106K
13.9K $2.02M
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
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