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 301–350 of 417
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | 460 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 3K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 7K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 1K | $100K–$500K | SH |
| LFUS | LITTELFUSE INC | 1K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 6K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 12K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 8K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 6K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| BKE | BUCKLE INC | 6K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 565 | $100K–$500K | SH |
| ARGX | ARGENX SE | 383 | $100K–$500K | SH |
| NDSN | NORDSON CORP | 1K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| EPAM | EPAM SYS INC | 2K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 5K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| MDB | MONGODB INC | 730 | $100K–$500K | SH |
| MTCH | MATCH GROUP INC NEW | 9K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| AXON | AXON ENTERPRISE INC | 507 | $100K–$500K | SH |
| LAZ | LAZARD INC | 6K | $100K–$500K | SH |
| EQT | EQT CORP | 5K | $100K–$500K | SH |
| IJH | ISHARES TR | 4K | $100K–$500K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 1K | $100K–$500K | SH |
| XYZ | BLOCK INC | 4K | $100K–$500K | SH |
| MDYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 900 | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| WING | WINGSTOP INC | 1K | $100K–$500K | SH |
| IONS | IONIS PHARMACEUTICALS INC | 3K | $100K–$500K | SH |
| APTV | APTIV PLC | 4K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 2K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 4K | $100K–$500K | SH |
| AVB | AVALONBAY CMNTYS INC | 1K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |