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
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.17%
$656.2 - $690.71 $6.56K - $6.91K
5.96K $4.02M
SBUX
Starbucks Corp

Consumer Cyclical
457
+ 7.14%
$78.46 - $87.26 $35.9K - $39.9K
6.86K $581K
LECO
Lincoln Electric Holdings Inc

Industrials
352
+ 8.86%
$225.07 - $242.95 $79.2K - $85.5K
4.32K $976K
IVW
Ishares S&P 500 Growth ETF

ETFs
293
+ 4.65%
$118.29 - $126.28 $34.7K - $37K
6.6K $798K
IEFA
Ishares Tr

ETFs
56
+ 0.25%
$86.09 - $89.88 $4.82K - $5.03K
22.4K $1.99M
D
Dominion Energy, Inc

Utilities
645
+ 12.61%
$58.49 - $61.69 $37.7K - $39.8K
5.76K $348K
GE
General Electric CO

Industrials
137
+ 1.1%
$291.49 - $314.28 $39.9K - $43.1K
12.6K $3.77M
NKE
Nike, Inc.

Consumer Cyclical
822
+ 26.3%
$60.8 - $74.57 $50K - $61.3K
3.95K $248K
DVN
Devon Energy Corp

Energy
469
+ 2.52%
$31.74 - $35.84 $14.9K - $16.8K
19.1K $684K
EMR
Emerson Electric CO

Industrials
295
+ 12.01%
$126.01 - $140.03 $37.2K - $41.3K
2.75K $351K
IVE
Ishares S&P 500 Value ETF

ETFs
113
+ 8.71%
$202.52 - $212.07 $22.9K - $24K
1.41K $295K
BK
Bank Of New York Mellon Corp

Financial Services
208
+ 7.36%
$104.54 - $112.64 $21.7K - $23.4K
3.04K $335K
NI
Nisource Inc.

Utilities
939
+ 2.99%
$42.11 - $44.17 $39.5K - $41.5K
32.4K $1.39M
APP
App Lovin Corp

Technology
704
+ 30.86%
$552.64 - $704.09 $389K - $496K
2.99K $1.66M
UCBI
United Community Banks Inc

Financial Services
877
+ 4.85%
N/A
18.9K $554K
VXF
Vanguard Extended Market ETF

ETFs
144
+ 12.16%
$204.22 - $215.05 $29.4K - $31K
1.33K $271K
MUB
Ishares National Muni Bond ETF

ETFs
164
+ 1.46%
$106.36 - $107.61 $17.4K - $17.6K
11.4K $1.22M
HOOD
Robinhood Markets, Inc.

Technology
483
+ 27.62%
$121.53 - $152.46 $58.7K - $73.6K
2.23K $273K
O
Realty Income Corp

Real Estate
1K
+ 11.34%
$56.12 - $60.64 $56.2K - $60.7K
9.83K $558K
CRM
Salesforce, Inc.

Technology
86
+ 1.73%
$235.69 - $263.41 $20.3K - $22.7K
5.05K $1.2M
CBRE
Cbre Group, Inc.

Real Estate
189
+ 9.3%
$149.99 - $164.2 $28.3K - $31K
2.22K $341K
MTB
M&T Bank Corp

Financial Services
176
+ 13.74%
$178.63 - $195.63 $31.4K - $34.4K
1.46K $272K
IDA
Idacorp Inc

Utilities
335
+ 5.4%
$127.98 - $137.7 $42.9K - $46.1K
6.53K $838K
MSCI
Msci Inc.

Financial Services
31
+ 8.68%
$533.34 - $593.76 $16.5K - $18.4K
388 $219K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
151
+ 0.59%
$32.35 - $34.37 $4.88K - $5.19K
25.7K $867K
IDEV
Ishares Core Msci Intl Develop

ETFs
105
+ 1.59%
$79.1 - $82.39 $8.31K - $8.65K
6.72K $545K
SQ
Block, Inc.

Technology
215
+ 5.21%
N/A
4.34K $248K
ABC
Amerisourcebergen Corp

Healthcare
68
+ 1.85%
N/A
3.74K $692K
LHX
L3 Harris Technologies, Inc.

Industrials
80
+ 10.64%
$283.87 - $306.76 $22.7K - $24.5K
832 $240K
SUB
Ishares Short Term National Mu

ETFs
111
+ 1.44%
$106.22 - $106.81 $11.8K - $11.9K
7.83K $833K
IWF
Ishares Russell 1000 Gr ETF

ETFs
16
+ 1.97%
$459.47 - $491.71 $7.35K - $7.87K
829 $390K
PNC
Pnc Financial Services Group, Inc.

Financial Services
155
+ 14.39%
$178.37 - $198.46 $27.6K - $30.8K
1.23K $226K
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
+ 12.92%
$4804.01 - $5424.55 $240K - $271K
437 $2.1M
AFL
Aflac Inc

Financial Services
43
+ 2.16%
$105.7 - $115.01 $4.55K - $4.95K
2.04K $232K
EWBC
East West Bancorp Inc

Financial Services
151
+ 7.16%
$94.31 - $107.45 $14.2K - $16.2K
2.26K $232K
EQIX
Equinix Inc

Real Estate
10
+ 3.4%
$772.6 - $846.01 $7.73K - $8.46K
304 $238K
SCHW
Schwab Charles Corp

Financial Services
525
+ 4.49%
$91.91 - $97.71 $48.3K - $51.3K
12.2K $1.12M
SAN
Banco Santander, S.A.

Financial Services
262
+ 2.26%
$9.65 - $11.03 $2.53K - $2.89K
11.9K $127K
GLW
Corning Inc

Technology
60
+ 1.71%
$82.06 - $90.29 $4.92K - $5.42K
3.58K $293K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9
+ 0.17%
$54.27 - $56.85 $488 - $512
5.28K $296K
IQLT
Ishares Msci Intl Quality Fact

ETFs
9
+ 0.19%
$43.84 - $45.35 $395 - $408
4.76K $213K
VTHR
Vanguard Russell 3000 ETF

ETFs
1
+ 0.03%
$288.43 - $303.12 $288 - $303
3.15K $930K
HYD
Vaneck High Yield Muni ETF

ETFs
78
+ 1.63%
$50.62 - $51.21 $3.95K - $3.99K
4.85K $245K
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.28%
N/A
5.69K $1.04M
Ge Vernova Inc
341
+ 6.87%
N/A
5.31K $0
Arista Networks Inc
146
+ 1.66%
N/A
8.94K $0
Aptiv PLC
167
+ 4.86%
N/A
3.6K $0
Lam Research Corp
2.04K
+ 22.65%
N/A
11K $0
Ishares Bitcoin Trust ETF
4
+ 0.06%
N/A
7.06K $0
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