Institutions / Everhart Financial Group, Inc. / Holdings

Everhart Financial Group, Inc.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
APPLIED MATERIALS INC /DE	—	$2.50M	9,720	0.2%
ORACLE CORP	—	$2.47M	12,679	0.2%
AMERICAN EXPRESS CO	—	$2.42M	6,552	0.2%
SPOTIFY TECHNOLOGY S A	—	$2.42M	4,169	0.2%
HOME DEPOT, INC.	—	$2.37M	6,886	0.2%
Intuitive Surgical Inc	—	$2.35M	4,147	0.2%
Booking Holdings Inc	—	$2.34M	437	0.2%
INTERNATIONAL BUSINESS MACHINES CORP	—	$2.33M	7,877	0.2%
Quanta Services Inc	—	$2.32M	5,500	0.2%
WELLS FARGO & COMPANY/MN	—	$2.32M	24,880	0.2%
RTX Corp	—	$2.29M	12,502	0.2%
BANK OF AMERICA CORP /DE	—	$2.27M	41,247	0.2%
Philip Morris International Inc.	—	$2.26M	14,111	0.2%
COCA COLA CO	—	$2.19M	31,268	0.2%
Western Digital Corp	—	$2.17M	12,568	0.2%
TJX Cos Inc/The	—	$2.13M	13,854	0.2%
VANGUARD BD INDEX FDS	—	$2.13M	26,985	0.2%
MCDONALD'S CORP	—	$2.05M	6,705	0.2%
ROYAL CARIBBEAN CRUISES LTD	—	$2.03M	7,281	0.2%
AppLovin Corp	—	$2.01M	2,985	0.2%
SCHWAB STRATEGIC TR	—	$2.01M	70,467	0.2%
ISHARES TR	—	$2.00M	22,399	0.2%
VANGUARD TAX-MANAGED FDS	—	$1.99M	31,844	0.2%
S&P Global Inc.	—	$1.99M	3,801	0.2%
SCHWAB STRATEGIC TR	—	$1.96M	72,890	0.2%
LAM RESEARCH CORP	—	$1.89M	11,026	0.2%
Williams Cos Inc/The	—	$1.86M	31,022	0.2%
CADENCE DESIGN SYSTEMS INC	—	$1.86M	5,941	0.2%
VANGUARD BD INDEX FDS	—	$1.82M	24,630	0.2%
CHEVRON CORP	—	$1.76M	11,539	0.2%
SELLAS LIFE SCIENCES GROUP INC	—	$1.76M	466,216	0.2%
Morgan Stanley	—	$1.76M	9,894	0.2%
PEPSICO INC	—	$1.75M	12,182	0.2%
Warner Bros. Discovery, Inc.	—	$1.72M	59,709	0.2%
MCKESSON CORP	—	$1.67M	2,030	0.2%
Welltower, Inc.	—	$1.66M	8,938	0.2%
BOSTON SCIENTIFIC CORP	—	$1.63M	17,087	0.2%
VANGUARD MUN BD FDS	—	$1.61M	32,084	0.1%
Merck & Co., Inc.	—	$1.59M	15,151	0.1%
ABBOTT LABORATORIES	—	$1.59M	12,662	0.1%
ANALOG DEVICES INC	—	$1.58M	5,816	0.1%
CrowdStrike Holdings, Inc.	—	$1.57M	3,343	0.1%
VANGUARD INDEX FDS	—	$1.55M	6,018	0.1%
VANGUARD INDEX FDS	—	$1.54M	5,307	0.1%
ServiceNow Inc	—	$1.54M	10,031	0.1%
Palo Alto Networks Inc	—	$1.50M	8,157	0.1%
SPDR S&P 500 ETF TR	—	$1.50M	2,197	0.1%
ITT INC.	—	$1.48M	8,533	0.1%
DoorDash, Inc.	—	$1.48M	6,537	0.1%
UNITEDHEALTH GROUP INC	—	$1.45M	4,402	0.1%