Everhart Financial Group, Inc. Q4 2025 Filing

Filed January 7, 2026

Portfolio Value

$1.1T

Holdings

417

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (417 positions)

#StockSharesValue% PortfolioType
301
REGNREGENERON PHARMACEUTICALS
460$355.0M0.03%
302
BKBANK NEW YORK MELLON CORP
3,035$352.0M0.03%
303
IBITISHARES BITCOIN TRUST ETF
7,060$350.0M0.03%
304
WTWWILLIS TOWERS WATSON PLC LTD
1,060$348.0M0.03%
305
LFUSLITTELFUSE INC
1,360$343.0M0.03%
306
XLESELECT SECTOR SPDR TR
7,607$340.0M0.03%
307
WDAYWORKDAY INC
1,580$339.0M0.03%
308
DDOMINION ENERGY INC
5,762$337.0M0.03%
309
KMIKINDER MORGAN INC DEL
12,188$335.0M0.03%
310
FNDXSCHWAB STRATEGIC TR
12,328$335.0M0.03%
311
OXYOCCIDENTAL PETE CORP
8,088$332.0M0.03%
312
PYPLPAYPAL HLDGS INC
5,640$329.0M0.03%
313
AGGISHARES TR
3,279$327.0M0.03%
314
BKEBUCKLE INC
6,110$326.0M0.03%
315
ARGXARGENX SE
383$322.0M0.03%
316
NOCNORTHROP GRUMMAN CORP
565$322.0M0.03%
317
NDSNNORDSON CORP
1,336$321.0M0.03%
318
ITWILLINOIS TOOL WKS INC
1,304$321.0M0.03%
319
EPAMEPAM SYS INC
1,550$317.0M0.03%
320
GLWCORNING INC
3,578$313.0M0.03%
321
APDAIR PRODS & CHEMS INC
1,264$312.0M0.03%
322
MCHPMICROCHIP TECHNOLOGY INC.
4,882$311.0M0.03%
323
MOALTRIA GROUP INC
5,395$311.0M0.03%
324
MDBMONGODB INC
730$306.0M0.03%
325
MTCHMATCH GROUP INC NEW
9,379$302.0M0.03%
326
SPYVSPDR SERIES TRUST
5,284$300.0M0.03%
327
IVEISHARES TR
1,410$298.0M0.03%
328
MTBM & T BK CORP
1,457$293.0M0.03%
329
TMUST-MOBILE US INC
1,447$293.0M0.03%
330
ESGVVANGUARD WORLD FD
2,407$291.0M0.03%
331
BIIBBIOGEN INC
1,657$291.0M0.03%
332
AXONAXON ENTERPRISE INC
507$287.0M0.03%
333
LAZLAZARD INC
5,916$287.0M0.03%
334
EQTEQT CORP
5,353$286.0M0.03%
335
IJHISHARES TR
4,330$285.0M0.03%
336
SPHQINVESCO EXCHANGE TRADED FD T
3,795$284.0M0.03%
337
EXPEEXPEDIA GROUP INC
1,002$283.0M0.03%
338
XYZBLOCK INC
4,339$282.0M0.03%
339
MDYGSPDR SERIES TRUST
3,049$281.0M0.03%
340
MARMARRIOTT INTL INC NEW
900$279.0M0.03%
341
VXFVANGUARD INDEX FDS
1,328$277.0M0.03%
342
BDXBECTON DICKINSON & CO
1,424$276.0M0.03%
343
WINGWINGSTOP INC
1,157$275.0M0.03%
344
ISIIONIS PHARMACEUTICALS INC
3,465$274.0M0.03%
345
APTVAPTIV PLC
3,601$274.0M0.03%
346
APOAPOLLO GLOBAL MGMT INC
1,884$272.0M0.03%
347
AVBAVALONBAY CMNTYS INC
1,497$271.0M0.03%
348
LNTALLIANT ENERGY CORP
4,180$271.0M0.03%
349
VTVANGUARD INTL EQUITY INDEX F
1,911$269.0M0.02%
350
UPSUNITED PARCEL SERVICE INC
2,714$269.0M0.02%
351
CWSTCASELLA WASTE SYS INC
2,734$267.0M0.02%
352
STLDSTEEL DYNAMICS INC
1,558$264.0M0.02%
353
HOPEHOPE BANCORP INC
24,064$263.0M0.02%
354
IJRISHARES TR
2,193$263.0M0.02%
355
FOXFOX CORP
4,009$260.0M0.02%
356
MLB1MERCADOLIBRE INC
129$259.0M0.02%
357
ONON SEMICONDUCTOR CORP
4,793$259.0M0.02%
358
CMCSACOMCAST CORP NEW
8,650$258.0M0.02%
359
PNCPNC FINL SVCS GROUP INC
1,232$257.0M0.02%
360
DFUVDIMENSIONAL ETF TRUST
5,515$256.0M0.02%
361
EWBCEAST WEST BANCORP INC
2,259$253.0M0.02%
362
HOODROBINHOOD MKTS INC
2,232$252.0M0.02%
363
SSNCSS&C TECHNOLOGIES HLDGS INC
2,889$252.0M0.02%
364
BXBLACKSTONE INC
1,630$251.0M0.02%
365
A4SAMERIPRISE FINL INC
512$251.0M0.02%
366
NKENIKE INC
3,947$251.0M0.02%
367
DDDUPONT DE NEMOURS INC
6,219$250.0M0.02%
368
DGRWWISDOMTREE TR
2,804$250.0M0.02%
369
EFAISHARES TR
2,603$249.0M0.02%
370
CVNACARVANA CO
589$248.0M0.02%
371
HYDVANECK ETF TRUST
4,850$247.0M0.02%
372
VOOVVANGUARD ADMIRAL FDS INC
1,201$246.0M0.02%
373
FDXFEDEX CORP
850$245.0M0.02%
374
LHXL3HARRIS TECHNOLOGIES INC
832$244.0M0.02%
375
IYWISHARES TR
1,214$242.0M0.02%
376
ADMARCHER DANIELS MIDLAND CO
4,219$242.0M0.02%
377
VYMVANGUARD WHITEHALL FDS
1,673$240.0M0.02%
378
MDYSPDR S&P MIDCAP 400 ETF TR
388$234.0M0.02%
379
CENXCENTURY ALUM CO
5,927$232.0M0.02%
380
EQIXEQUINIX INC
304$232.0M0.02%
381
WEAWESTERN ALLIANCE BANCORP
2,764$232.0M0.02%
382
NRANRG ENERGY INC
1,444$229.0M0.02%
383
YUMYUM BRANDS INC
1,513$228.0M0.02%
384
CFBKCF BANKSHARES INC
9,090$226.0M0.02%
385
DARDARLING INGREDIENTS INC
6,261$225.0M0.02%
386
AFLAFLAC INC
2,037$224.0M0.02%
387
MSCIMSCI INC
388$222.0M0.02%
388
CSGPCOSTAR GROUP INC
3,311$222.0M0.02%
389
IWOISHARES TR
690$222.0M0.02%
390
SOSOUTHERN CO
2,532$220.0M0.02%
391
RIVNRIVIAN AUTOMOTIVE INC
11,193$220.0M0.02%
392
AKAMAKAMAI TECHNOLOGIES INC
2,522$220.0M0.02%
393
BALLBALL CORP
4,168$220.0M0.02%
394
ROKUROKU INC
2,012$218.0M0.02%
395
PYLDPIMCO ETF TR
8,206$218.0M0.02%
396
IWBISHARES TR
582$217.0M0.02%
397
IQLTISHARES TR
4,757$216.0M0.02%
398
DDOGDATADOG INC
1,581$215.0M0.02%
399
WBSWEBSTER FINL CORP
3,403$214.0M0.02%
400
TRGPTARGA RES CORP
1,163$214.0M0.02%
PreviousPage 4 of 5Next