CIK 1852858
Everhart Financial Group, Inc.
Institutional 13F holdings & portfolio
Holdings
417
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 417
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 10K | $1M+ | SH |
| ORCL | ORACLE CORP | 13K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 7K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 4K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 437 | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 6K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 25K | $1M+ | SH |
| RTX | RTX CORPORATION | 13K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 41K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 14K | $1M+ | SH |
| KO | COCA COLA CO | 31K | $1M+ | SH |
| WDC | WESTERN DIGITAL CORP | 13K | $1M+ | SH |
| TJX | TJX COS INC NEW | 14K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 27K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 7K | $1M+ | SH |
| APP | APPLOVIN CORP | 3K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 70K | $1M+ | SH |
| IEFA | ISHARES TR | 22K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 32K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 4K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 73K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 11K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 31K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 6K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 25K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| SLS | SELLAS LIFE SCIENCES GROUP I | 466K | $1M+ | SH |
| MS | MORGAN STANLEY | 10K | $1M+ | SH |
| PEP | PEPSICO INC | 12K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 60K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| WELL | WELLTOWER INC | 9K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 17K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 32K | $1M+ | SH |
| MRK | MERCK & CO INC | 15K | $1M+ | SH |
| ABT | ABBOTT LABS | 13K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 6K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 3K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| NOW | SERVICENOW INC | 10K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 8K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| ITT | ITT INC | 9K | $1M+ | SH |
| DASH | DOORDASH INC | 7K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |