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Everhart Financial Group, Inc.

All holdings · as of Dec 31, 2025

417 positions

CompanyClassValueShares% of portfolio
WISDOMTREE TR—$250.8K2,8040.0%
AMERIPRISE FINANCIAL INC—$251.2K5120.0%
Blackstone Inc—$251.3K1,6300.0%
NIKE, Inc.—$251.5K3,9470.0%
Robinhood Markets, Inc.—$252.4K2,2320.0%
SS&C TECHNOLOGIES HOLDINGS, INC.—$252.6K2,8890.0%
East West Bancorp Inc—$253.9K2,2590.0%
DIMENSIONAL ETF TRUST—$256.9K5,5150.0%
The PNC Financial Services Group, Inc.—$257.2K1,2320.0%
Comcast Corp.—$258.5K8,6500.0%
ON Semiconductor Corp—$259.5K4,7930.0%
MercadoLibre, Inc.—$259.8K1290.0%
FOX CORP—$260.3K4,0090.0%
ISHARES TR—$263.5K2,1930.0%
Hope Bancorp Inc—$263.7K24,0640.0%
STEEL DYNAMICS INC—$264.0K1,5580.0%
CASELLA WASTE SYSTEMS INC—$267.8K2,7340.0%
United Parcel Service Inc—$269.2K2,7140.0%
VANGUARD INTL EQUITY INDEX F—$269.6K1,9110.0%
AVALONBAY COMMUNITIES INC—$271.4K1,4970.0%
ALLIANT ENERGY CORP—$271.7K4,1800.0%
Apollo Global Management, Inc.—$272.7K1,8840.0%
APTIV PLC—$274.0K3,6010.0%
IONIS PHARMACEUTICALS INC—$274.1K3,4650.0%
Wingstop Inc.—$275.9K1,1570.0%
Becton Dickinson & Co—$276.4K1,4240.0%
VANGUARD INDEX FDS—$277.8K1,3280.0%
Marriott International Inc/MD—$279.2K9000.0%
SPDR SERIES TRUST—$281.9K3,0490.0%
Block, Inc.—$282.4K4,3390.0%
Expedia Group Inc—$283.9K1,0020.0%
INVESCO EXCHANGE TRADED FD T—$284.8K3,7950.0%
ISHARES TR—$285.8K4,3300.0%
EQT Corp—$286.9K5,3530.0%
Lazard Inc—$287.3K5,9160.0%
Axon Enterprise Inc—$287.9K5070.0%
VANGUARD WORLD FD—$291.2K2,4070.0%
BIOGEN INC.—$291.6K1,6570.0%
M&T BANK CORP—$293.6K1,4570.0%
T-Mobile US, Inc.TMUSCommon Stock$293.8K1,4470.0%
ISHARES TR—$299.0K1,4100.0%
SPDR SERIES TRUST—$300.2K5,2840.0%
Match Group, Inc.—$302.8K9,3790.0%
MongoDB, Inc.—$306.4K7300.0%
ALTRIA GROUP, INC.—$311.1K5,3950.0%
MICROCHIP TECHNOLOGY INC—$311.1K4,8820.0%
Air Products & Chemicals, Inc.—$312.2K1,2640.0%
CORNING INC /NY—$313.3K3,5780.0%
EPAM Systems, Inc.—$317.6K1,5500.0%
ILLINOIS TOOL WORKS INC—$321.2K1,3040.0%
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