Everhart Financial Group, Inc. Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$1.1B

Holdings

417

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (417 positions)

StockValue
MRVLMARVELL TECHNOLOGY INC
$763K
RGLDROYAL GOLD INC
$752K
HALHALLIBURTON CO
$746K
LINLINDE PLC
$741K
SLYVSPDR SERIES TRUST
$733K
HOMBHOME BANCSHARES INC
$733K
UNPUNION PAC CORP
$724K
IPAYAMPLIFY ETF TR
$721K
TXNTEXAS INSTRS INC
$720K
ELVELEVANCE HEALTH INC FORMERLY
$718K
CVSCVS HEALTH CORP
$718K
COPCONOCOPHILLIPS
$715K
ASMLASML HOLDING N V
$712K
KRKROGER CO
$711K
DVNDEVON ENERGY CORP NEW
$699K
PLDPROLOGIS INC.
$682K
USBUS BANCORP DEL
$678K
MDGLMADRIGAL PHARMACEUTICALS INC
$677K
CIENCIENA CORP
$667K
MDYVSPDR SERIES TRUST
$665K
PRIPRIMERICA INC
$663K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$662K
PFEPFIZER INC
$659K
CITHE CIGNA GROUP
$658K
JCIJOHNSON CTLS INTL PLC
$646K
INSPINSPIRE MED SYS INC
$646K
PSXPHILLIPS 66
$643K
SDYSPDR SERIES TRUST
$638K
PULSPGIM ETF TR
$635K
SLBSLB LIMITED
$630K
IWMISHARES TR
$628K
VSTVISTRA CORP
$627K
DHRDANAHER CORPORATION
$625K
ZMZOOM COMMUNICATIONS INC
$610K
UCBUNITED CMNTY BKS BLAIRSVLE G
$591K
SHWSHERWIN WILLIAMS CO
$583K
URIUNITED RENTALS INC
$583K
CCLCARNIVAL CORP
$582K
VGSHVANGUARD SCOTTSDALE FDS
$581K
SCHFSCHWAB STRATEGIC TR
$580K
SBUXSTARBUCKS CORP
$577K
SYYSYSCO CORP
$575K
LNGCHENIERE ENERGY INC
$571K
MCOMOODYS CORP
$571K
BACVERIZON COMMUNICATIONS INC
$570K
FEFIRSTENERGY CORP
$567K
ORLYOREILLY AUTOMOTIVE INC
$562K
OREALTY INCOME CORP
$554K
IDEVISHARES TR
$553K
ALBALBEMARLE CORP
$538K
SNOWSNOWFLAKE INC
$529K
KLACKLA CORP
$526K
EWEDWARDS LIFESCIENCES CORP
$525K
CRLCHARLES RIV LABS INTL INC
$525K
PRUPRUDENTIAL FINL INC
$523K
BUSEFIRST BUSEY CORP
$515K
MDTMEDTRONIC PLC
$515K
COINCOINBASE GLOBAL INC
$513K
CMGCHIPOTLE MEXICAN GRILL INC
$511K
IM8NINSMED INC
$506K
WMWASTE MGMT INC DEL
$502K
APHAMPHENOL CORP NEW
$501K
SCHHSCHWAB STRATEGIC TR
$489K
SNDKSANDISK CORP
$488K
EXPIEXP WORLD HLDGS INC
$488K
IWRISHARES TR
$487K
LENLENNAR CORP
$475K
FCXFREEPORT-MCMORAN INC
$471K
VLOVALERO ENERGY CORP
$468K
GABCGERMAN AMERN BANCORP INC
$465K
XLKSELECT SECTOR SPDR TR
$460K
KEYSKEYSIGHT TECHNOLOGIES INC
$454K
GENGEN DIGITAL INC
$454K
FTNTFORTINET INC
$452K
STXKEA SERIES TRUST
$452K
TRVCCITIGROUP INC
$452K
AMTAMERICAN TOWER CORP NEW
$451K
HYGISHARES TR
$450K
FISFIDELITY NATL INFORMATION SV
$450K
TKOTKO GROUP HOLDINGS INC
$437K
ROPROPER TECHNOLOGIES INC
$424K
KKRKKR & CO INC
$421K
AMEAMETEK INC
$421K
ICEINTERCONTINENTAL EXCHANGE IN
$417K
AWCAMERICAN WTR WKS CO INC NEW
$417K
SLYGSPDR SERIES TRUST
$407K
AG8AGILENT TECHNOLOGIES INC
$404K
AONAON PLC
$402K
8CWCROWN CASTLE INC
$399K
DONSPDR DOW JONES INDL AVERAGE
$395K
LGIHLGI HOMES INC
$395K
IWFISHARES TR
$392K
CPRTCOPART INC
$388K
RKTROCKET COS INC
$384K
NUENUCOR CORP
$383K
HYMBSPDR SERIES TRUST
$368K
CTRACOTERRA ENERGY INC
$367K
EMREMERSON ELEC CO
$365K
BCBRUNSWICK CORP
$361K
CBRECBRE GROUP INC
$357K
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