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Everhart Financial Group, Inc.

All holdings · as of Dec 31, 2025

417 positions

CompanyClassValueShares% of portfolio
Marvell Technology, Inc.—$763.1K8,9800.1%
ROYAL GOLD INC—$752.7K3,3860.1%
HALLIBURTON CO—$746.5K26,4150.1%
LINDE PLC—$741.1K1,7380.1%
SPDR SERIES TRUST—$733.9K8,0670.1%
Home BancShares Inc/AR—$733.6K26,4070.1%
Union Pacific Corp—$724.5K3,1320.1%
AMPLIFY ETF TR—$721.8K13,8700.1%
TEXAS INSTRUMENTS INC—$720.5K4,1530.1%
Elevance Health Inc—$718.6K2,0500.1%
CVS HEALTH Corp—$718.2K9,0500.1%
ConocoPhillips—$715.3K7,6420.1%
ASML HOLDING N V—$712.5K6660.1%
KROGER CO—$711.9K11,3940.1%
Devon Energy Corp—$699.4K19,0950.1%
Prologis Inc—$682.2K5,3440.1%
US BANCORP \DE—$678.1K12,7080.1%
MADRIGAL PHARMACEUTICALS, INC.—$677.3K1,1630.1%
CIENA CORP—$667.5K2,8540.1%
SPDR SERIES TRUST—$665.1K7,8570.1%
Primerica, Inc.—$664.0K2,5700.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$662.8K2,1810.1%
PFIZER INC—$659.0K26,4670.1%
Cigna Group—$658.0K2,3910.1%
Inspire Medical Systems, Inc.—$646.8K7,0130.1%
Johnson Controls International plc—$646.4K5,3980.1%
Phillips 66—$643.8K4,9890.1%
SPDR SERIES TRUST—$638.5K4,5880.1%
PGIM ETF TR—$635.3K12,8120.1%
SLB LIMITED/NV—$630.5K16,4270.1%
ISHARES TR—$628.7K2,5540.1%
Vistra Corp.—$627.4K3,8890.1%
DANAHER CORP /DE—$625.2K2,7310.1%
Zoom Communications, Inc.—$610.1K7,0700.1%
UNITED COMMUNITY BANKS INC—$591.4K18,9440.1%
SHERWIN WILLIAMS CO—$583.9K1,8020.1%
United Rentals Inc—$583.5K7210.1%
Carnival Corp Ltd.—$582.1K19,0600.1%
VANGUARD SCOTTSDALE FDS—$581.4K9,9000.1%
SCHWAB STRATEGIC TR—$580.4K24,1440.1%
STARBUCKS CORP—$577.6K6,8590.1%
SYSCO CORP—$575.3K7,8070.1%
Cheniere Energy, Inc.—$571.9K2,9420.1%
Moody's Corp—$571.1K1,1180.1%
VERIZON COMMUNICATIONS INC—$570.3K14,0020.1%
FirstEnergy Corp—$567.8K12,6830.1%
O REILLY AUTOMOTIVE INC—$562.8K6,1700.1%
REALTY INCOME CORP—$554.0K9,8280.1%
iShares MSCI UAE ETF—$553.9K6,7160.1%
ALBEMARLE CORP—$538.3K3,8060.0%
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