Everhart-Financial-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-16
Total Holdings
328
Total Value
731347335
Accession Number
0001667731-25-000433
Form Type
13F-HR
Manager Name
Everhart-Financial-Group
Data Enrichment
91% identified
298 identified30 unidentified

Holdings

328 positions • $731.3M total value
Manager:
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Booking Holdings Inc.
Shares:349
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$731.3M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:6.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$731.3M)
BOSTON SCIENTIFIC CORP
Shares:15.8K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$731.3M)
ABBOTT LABORATORIES
Shares:12.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$731.3M)
MCDONALDS CORP
Shares:5.0K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$731.3M)
INTUIT INC.
Shares:2.5K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$731.3M)
464288414
Shares:14.5K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$731.3M)
AT&T INC.
Shares:53.9K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$731.3M)
CISCO SYSTEMS, INC.
Shares:24.7K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$731.3M)
922042718
Shares:12.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$731.3M)
921943858
Shares:28.9K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$731.3M)
PEPSICO INC
Shares:9.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$731.3M)
ServiceNow, Inc.
Shares:1.8K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$731.3M)
ROYAL CARIBBEAN CRUISES LTD
Shares:6.9K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$731.3M)
WELLS FARGO & COMPANY/MN
Shares:19.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$731.3M)
TJX COMPANIES INC /DE/
Shares:11.4K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$731.3M)
GOLDMAN SACHS GROUP INC
Shares:2.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$731.3M)
RTX Corp
Shares:10.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$731.3M)
922908629
Shares:5.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$731.3M)
02072L599
Shares:43.3K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$731.3M)