Everhart Financial Group, Inc. Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$865.4B

Holdings

340

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (340 positions)

StockValue
CMCSACOMCAST CORP NEW
$617.0M
FTNTFORTINET INC
$609.6M
CWSTCASELLA WASTE SYS INC
$603.7M
CBOECBOE GLOBAL MKTS INC
$596.6M
INTCINTEL CORP
$594.9M
QCOMQUALCOMM INC
$593.1M
SCHHSCHWAB STRATEGIC TR
$584.5M
HIWHIGHWOODS PPTYS INC
$578.3M
IWMISHARES TR
$575.9M
GILDGILEAD SCIENCES INC
$574.9M
CSGPCOSTAR GROUP INC
$574.9M
CPRTCOPART INC
$574.8M
PHMPULTE GROUP INC
$573.1M
AXONAXON ENTERPRISE INC
$548.9M
NVTNVENT ELECTRIC PLC
$543.0M
MMM3M CO
$542.0M
RGLDROYAL GOLD INC
$528.9M
AMTAMERICAN TOWER CORP NEW
$521.8M
UNPUNION PAC CORP
$520.2M
MCOMOODYS CORP
$500.6M
BUSEFIRST BUSEY CORP
$496.7M
ELVELEVANCE HEALTH INC
$495.1M
USBUS BANCORP DEL
$493.0M
ZMZOOM COMMUNICATIONS INC
$492.5M
IDEVISHARES TR
$487.2M
LENLENNAR CORP
$480.8M
SYYSYSCO CORP
$469.8M
UCBUNITED CMNTY BKS BLAIRSVLE G
$468.1M
SBUXSTARBUCKS CORP
$465.0M
DALDELTA AIR LINES INC DEL
$464.8M
DVNDEVON ENERGY CORP NEW
$464.2M
IWRISHARES TR
$460.8M
AWCAMERICAN WTR WKS CO INC NEW
$460.5M
GENGEN DIGITAL INC
$459.4M
GABCGERMAN AMERN BANCORP INC
$458.8M
IBITISHARES BITCOIN TRUST ETF
$458.0M
WDCWESTERN DIGITAL CORP
$455.9M
WBDWARNER BROS DISCOVERY INC
$455.6M
HYGISHARES TR
$455.2M
PYPLPAYPAL HLDGS INC
$447.7M
MRVLMARVELL TECHNOLOGY INC
$447.1M
CFGCITIZENS FINL GROUP INC
$445.2M
DHRDANAHER CORPORATION
$438.7M
URIUNITED RENTALS INC
$435.5M
OREALTY INCOME CORP
$427.1M
GMGENERAL MTRS CO
$425.3M
EXPIEXP WORLD HLDGS INC
$424.8M
OXYOCCIDENTAL PETE CORP
$423.2M
ROSTROSS STORES INC
$421.3M
WDAYWORKDAY INC
$419.8M
BMYBRISTOL-MYERS SQUIBB CO
$419.5M
MDGLMADRIGAL PHARMACEUTICALS INC
$417.0M
XLKSELECT SECTOR SPDR TR
$409.5M
PSXPHILLIPS 66
$405.0M
DONSPDR DOW JONES INDL AVERAGE
$404.5M
CHTRCHARTER COMMUNICATIONS INC N
$397.8M
FEFIRSTENERGY CORP
$396.7M
WINGWINGSTOP INC
$390.3M
STXKEA SERIES TRUST
$389.6M
CTRACOTERRA ENERGY INC
$388.3M
SNOWSNOWFLAKE INC
$382.2M
FCXFREEPORT-MCMORAN INC
$381.9M
HYMBSPDR SERIES TRUST
$380.9M
CGCARLYLE GROUP INC
$380.2M
CVSCVS HEALTH CORP
$378.5M
CCLCARNIVAL CORP
$375.1M
ZTSZOETIS INC
$372.6M
KLACKLA CORP
$369.9M
HALHALLIBURTON CO
$369.0M
AVBAVALONBAY CMNTYS INC
$364.9M
CPBTHE CAMPBELLS COMPANY
$364.3M
8CWCROWN CASTLE INC
$361.9M
EWEDWARDS LIFESCIENCES CORP
$356.2M
AGGISHARES TR
$345.8M
TMUST-MOBILE US INC
$341.2M
SLBSCHLUMBERGER LTD
$338.2M
APDAIR PRODS & CHEMS INC
$333.4M
SJMSMUCKER J M CO
$329.9M
AONAON PLC
$324.3M
PRUPRUDENTIAL FINL INC
$324.0M
TMOTHERMO FISHER SCIENTIFIC INC
$321.5M
BALLBALL CORP
$321.2M
DGRWWISDOMTREE TR
$314.3M
IYWISHARES TR
$309.3M
IQLTISHARES TR
$305.5M
PFEPFIZER INC
$304.9M
PLDPROLOGIS INC.
$297.4M
VRTVERTIV HOLDINGS CO
$296.0M
MDTMEDTRONIC PLC
$295.1M
BONDPIMCO ETF TR
$291.8M
DDDUPONT DE NEMOURS INC
$291.0M
LAZLAZARD INC
$290.4M
BKEBUCKLE INC
$277.9M
SBACSBA COMMUNICATIONS CORP NEW
$277.8M
MCHPMICROCHIP TECHNOLOGY INC.
$276.8M
SPHQINVESCO EXCHANGE TRADED FD T
$270.4M
ESGVVANGUARD WORLD FD
$265.5M
SCHFSCHWAB STRATEGIC TR
$260.8M
VOOVVANGUARD ADMIRAL FDS INC
$254.9M
RLIRLI CORP
$253.9M
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