Everhart Financial Group, Inc. Q1 2025 Filing

Filed April 16, 2025

Portfolio Value

$731.3M

Holdings

328

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (328 positions)

StockValue
ADBEADOBE INC
$1.1M
PWRQUANTA SVCS INC
$1.1M
TMOTHERMO FISHER SCIENTIFIC INC
$1.0M
DUKDUKE ENERGY CORP NEW
$1.0M
SUBISHARES TR
$1.0M
MCKMCKESSON CORP
$1.0M
LINLINDE PLC
$1.0M
WELLWELLTOWER INC
$992K
ADPAUTOMATIC DATA PROCESSING IN
$985K
CSXCSX CORP
$980K
CDNSCADENCE DESIGN SYSTEM INC
$979K
DEDEERE & CO
$967K
STRVEA SERIES TRUST
$966K
LOWLOWES COS INC
$937K
AMATAPPLIED MATLS INC
$929K
TTTRANE TECHNOLOGIES PLC
$926K
DASHDOORDASH INC
$924K
ABGCENCORA INC
$921K
RUNRUSH ENTERPRISES INC
$921K
WMBWILLIAMS COS INC
$920K
DISDISNEY WALT CO
$884K
UBERUBER TECHNOLOGIES INC
$877K
NEENEXTERA ENERGY INC
$872K
CPRTCOPART INC
$865K
USMVISHARES TR
$860K
AIGAMERICAN INTL GROUP INC
$850K
LECOLINCOLN ELEC HLDGS INC
$846K
OGEOGE ENERGY CORP
$834K
ADIANALOG DEVICES INC
$830K
T7DTRANSDIGM GROUP INC
$829K
IEMGISHARES INC
$827K
SCHKSCHWAB STRATEGIC TR
$823K
HBANHUNTINGTON BANCSHARES INC
$818K
ARESARES MANAGEMENT CORPORATION
$815K
UVSPUNIVEST FINANCIAL CORPORATIO
$807K
PRIPRIMERICA INC
$804K
BLKBLACKROCK INC
$801K
COSCNO FINL GROUP INC
$800K
HLTHILTON WORLDWIDE HLDGS INC
$784K
DWDMORGAN STANLEY
$758K
MPCMARATHON PETE CORP
$755K
TXNTEXAS INSTRS INC
$753K
CRWDCROWDSTRIKE HLDGS INC
$744K
BACVERIZON COMMUNICATIONS INC
$742K
SCHESCHWAB STRATEGIC TR
$731K
ORIOLD REP INTL CORP
$726K
SNPSSYNOPSYS INC
$725K
QCOMQUALCOMM INC
$714K
SHOPSHOPIFY INC
$709K
CITHE CIGNA GROUP
$703K
SLYVSPDR SER TR
$683K
STAGSTAG INDL INC
$682K
NSCNORFOLK SOUTHN CORP
$680K
BABOEING CO
$676K
NDQINVESCO QQQ TR
$674K
HONHONEYWELL INTL INC
$669K
LMTLOCKHEED MARTIN CORP
$656K
DFUSDIMENSIONAL ETF TRUST
$655K
KRKROGER CO
$654K
HEIHEICO CORP NEW
$652K
IWMISHARES TR
$646K
SPGSIMON PPTY GROUP INC NEW
$644K
THGHANOVER INS GROUP INC
$639K
LRCXLAM RESEARCH CORP
$635K
HOMBHOME BANCSHARES INC
$633K
SCHWSCHWAB CHARLES CORP
$629K
IDAIDACORP INC
$613K
ACGLARCH CAP GROUP LTD
$612K
IVWISHARES TR
$606K
SHWSHERWIN WILLIAMS CO
$599K
CBCHUBB LIMITED
$595K
NETCLOUDFLARE INC
$586K
APPAPPLOVIN CORP
$584K
LENLENNAR CORP
$582K
MUMICRON TECHNOLOGY INC
$581K
BUSEFIRST BUSEY CORP
$580K
CMECME GROUP INC
$578K
CMGCHIPOTLE MEXICAN GRILL INC
$576K
MDYVSPDR SER TR
$573K
VTHRVANGUARD SCOTTSDALE FDS
$567K
VGTVANGUARD WORLD FD
$565K
UNPUNION PAC CORP
$564K
INTCINTEL CORP
$562K
BMYBRISTOL-MYERS SQUIBB CO
$558K
PHMPULTE GROUP INC
$558K
DGDOLLAR GEN CORP NEW
$555K
CMCSACOMCAST CORP NEW
$552K
COPCONOCOPHILLIPS
$552K
SBUXSTARBUCKS CORP
$552K
DDDUPONT DE NEMOURS INC
$540K
IDXXIDEXX LABS INC
$540K
MDGLMADRIGAL PHARMACEUTICALS INC
$539K
CPBTHE CAMPBELLS COMPANY
$539K
TTDTHE TRADE DESK INC
$536K
HUBBHUBBELL INC
$527K
CFGCITIZENS FINL GROUP INC
$527K
PSXPHILLIPS 66
$525K
DFSEURDISCOVER FINL SVCS
$524K
EXPIEXP WORLD HLDGS INC
$522K
FISFIDELITY NATL INFORMATION SV
$518K
PreviousPage 2 of 4Next