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)

#StockSharesValue% PortfolioType
201
CMCSACOMCAST CORP NEW
17,288$617.0M0.07%
202
FTNTFORTINET INC
5,766$609.6M0.07%
203
CWSTCASELLA WASTE SYS INC
5,232$603.7M0.07%
204
CBOECBOE GLOBAL MKTS INC
2,558$596.6M0.07%
205
INTCINTEL CORP
26,557$594.9M0.07%
206
QCOMQUALCOMM INC
3,724$593.1M0.07%
207
SCHHSCHWAB STRATEGIC TR
27,624$584.5M0.07%
208
HIWHIGHWOODS PPTYS INC
18,602$578.3M0.07%
209
IWMISHARES TR
2,669$575.9M0.07%
210
GILDGILEAD SCIENCES INC
5,185$574.9M0.07%
211
CSGPCOSTAR GROUP INC
7,150$574.9M0.07%
212
CPRTCOPART INC
11,714$574.8M0.07%
213
PHMPULTE GROUP INC
5,434$573.1M0.07%
214
AXONAXON ENTERPRISE INC
663$548.9M0.06%
215
NVTNVENT ELECTRIC PLC
7,413$543.0M0.06%
216
MMM3M CO
3,560$542.0M0.06%
217
RGLDROYAL GOLD INC
2,974$528.9M0.06%
218
AMTAMERICAN TOWER CORP NEW
2,361$521.8M0.06%
219
UNPUNION PAC CORP
2,261$520.2M0.06%
220
MCOMOODYS CORP
998$500.6M0.06%
221
BUSEFIRST BUSEY CORP
21,705$496.7M0.06%
222
ELVELEVANCE HEALTH INC
1,273$495.1M0.06%
223
USBUS BANCORP DEL
10,896$493.0M0.06%
224
ZMZOOM COMMUNICATIONS INC
6,316$492.5M0.06%
225
IDEVISHARES TR
6,407$487.2M0.06%
226
LENLENNAR CORP
4,347$480.8M0.06%
227
SYYSYSCO CORP
6,203$469.8M0.05%
228
UCBUNITED CMNTY BKS BLAIRSVLE G
15,712$468.1M0.05%
229
SBUXSTARBUCKS CORP
5,075$465.0M0.05%
230
DALDELTA AIR LINES INC DEL
9,450$464.8M0.05%
231
DVNDEVON ENERGY CORP NEW
14,594$464.2M0.05%
232
IWRISHARES TR
5,010$460.8M0.05%
233
AWCAMERICAN WTR WKS CO INC NEW
3,310$460.5M0.05%
234
GENGEN DIGITAL INC
15,627$459.4M0.05%
235
GABCGERMAN AMERN BANCORP INC
11,914$458.8M0.05%
236
IBITISHARES BITCOIN TRUST ETF
7,483$458.0M0.05%
237
WDCWESTERN DIGITAL CORP
7,124$455.9M0.05%
238
WBDWARNER BROS DISCOVERY INC
39,756$455.6M0.05%
239
HYGISHARES TR
5,644$455.2M0.05%
240
PYPLPAYPAL HLDGS INC
6,024$447.7M0.05%
241
MRVLMARVELL TECHNOLOGY INC
5,777$447.1M0.05%
242
CFGCITIZENS FINL GROUP INC
9,948$445.2M0.05%
243
DHRDANAHER CORPORATION
2,221$438.7M0.05%
244
URIUNITED RENTALS INC
578$435.5M0.05%
245
OREALTY INCOME CORP
7,414$427.1M0.05%
246
GMGENERAL MTRS CO
8,643$425.3M0.05%
247
EXPIEXP WORLD HLDGS INC
46,683$424.8M0.05%
248
OXYOCCIDENTAL PETE CORP
10,074$423.2M0.05%
249
ROSTROSS STORES INC
3,302$421.3M0.05%
250
WDAYWORKDAY INC
1,749$419.8M0.05%
251
BMYBRISTOL-MYERS SQUIBB CO
9,062$419.5M0.05%
252
MDGLMADRIGAL PHARMACEUTICALS INC
1,378$417.0M0.05%
253
XLKSELECT SECTOR SPDR TR
1,617$409.5M0.05%
254
PSXPHILLIPS 66
3,395$405.0M0.05%
255
DONSPDR DOW JONES INDL AVERAGE
918$404.5M0.05%
256
CHTRCHARTER COMMUNICATIONS INC N
973$397.8M0.05%
257
FEFIRSTENERGY CORP
9,853$396.7M0.05%
258
WINGWINGSTOP INC
1,159$390.3M0.05%
259
STXKEA SERIES TRUST
12,836$389.6M0.05%
260
CTRACOTERRA ENERGY INC
15,299$388.3M0.04%
261
SNOWSNOWFLAKE INC
1,708$382.2M0.04%
262
FCXFREEPORT-MCMORAN INC
8,809$381.9M0.04%
263
HYMBSPDR SERIES TRUST
15,370$380.9M0.04%
264
CGCARLYLE GROUP INC
7,397$380.2M0.04%
265
CVSCVS HEALTH CORP
5,487$378.5M0.04%
266
CCLCARNIVAL CORP
13,341$375.1M0.04%
267
ZTSZOETIS INC
2,389$372.6M0.04%
268
KLACKLA CORP
413$369.9M0.04%
269
HALHALLIBURTON CO
18,104$369.0M0.04%
270
AVBAVALONBAY CMNTYS INC
1,793$364.9M0.04%
271
CPBTHE CAMPBELLS COMPANY
11,885$364.3M0.04%
272
8CWCROWN CASTLE INC
3,523$361.9M0.04%
273
EWEDWARDS LIFESCIENCES CORP
4,555$356.2M0.04%
274
AGGISHARES TR
3,486$345.8M0.04%
275
TMUST-MOBILE US INC
1,432$341.2M0.04%
276
SLBSCHLUMBERGER LTD
10,007$338.2M0.04%
277
APDAIR PRODS & CHEMS INC
1,182$333.4M0.04%
278
SJMSMUCKER J M CO
3,359$329.9M0.04%
279
AONAON PLC
909$324.3M0.04%
280
PRUPRUDENTIAL FINL INC
3,016$324.0M0.04%
281
TMOTHERMO FISHER SCIENTIFIC INC
793$321.5M0.04%
282
BALLBALL CORP
5,727$321.2M0.04%
283
DGRWWISDOMTREE TR
3,753$314.3M0.04%
284
IYWISHARES TR
1,785$309.3M0.04%
285
IQLTISHARES TR
7,069$305.5M0.04%
286
PFEPFIZER INC
12,579$304.9M0.04%
287
PLDPROLOGIS INC.
2,829$297.4M0.03%
288
VRTVERTIV HOLDINGS CO
2,305$296.0M0.03%
289
MDTMEDTRONIC PLC
3,385$295.1M0.03%
290
BONDPIMCO ETF TR
3,165$291.8M0.03%
291
DDDUPONT DE NEMOURS INC
4,242$291.0M0.03%
292
LAZLAZARD INC
6,052$290.4M0.03%
293
BKEBUCKLE INC
6,128$277.9M0.03%
294
SBACSBA COMMUNICATIONS CORP NEW
1,183$277.8M0.03%
295
MCHPMICROCHIP TECHNOLOGY INC.
3,934$276.8M0.03%
296
SPHQINVESCO EXCHANGE TRADED FD T
3,795$270.4M0.03%
297
ESGVVANGUARD WORLD FD
2,422$265.5M0.03%
298
SCHFSCHWAB STRATEGIC TR
11,800$260.8M0.03%
299
VOOVVANGUARD ADMIRAL FDS INC
1,351$254.9M0.03%
300
RLIRLI CORP
3,515$253.9M0.03%
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