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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Page 6 of 17
ADOBE INC.
Shares:2.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$731.3M)
QUANTA SERVICES, INC.
Shares:4.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$731.3M)
THERMO FISHER SCIENTIFIC INC.
Shares:2.1K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$731.3M)
Duke Energy CORP
Shares:8.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$731.3M)
464288158
Shares:9.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$731.3M)
MCKESSON CORP
Shares:1.5K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$731.3M)
LINDE PLC
Shares:2.2K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$731.3M)
WELLTOWER INC.
Shares:6.5K
Value:$991.9K
% of Portfolio:0.1% ($991.9K/$731.3M)
AUTOMATIC DATA PROCESSING INC
Shares:3.2K
Value:$985.3K
% of Portfolio:0.1% ($985.3K/$731.3M)
CSX CORP
Shares:33.3K
Value:$980.4K
% of Portfolio:0.1% ($980.4K/$731.3M)
CADENCE DESIGN SYSTEMS INC
Shares:3.8K
Value:$978.7K
% of Portfolio:0.1% ($978.7K/$731.3M)
DEERE & CO
Shares:2.1K
Value:$966.9K
% of Portfolio:0.1% ($966.9K/$731.3M)
02072L680
Shares:26.8K
Value:$965.9K
% of Portfolio:0.1% ($965.9K/$731.3M)
LOWES COMPANIES INC
Shares:4.0K
Value:$937.1K
% of Portfolio:0.1% ($937.1K/$731.3M)
APPLIED MATERIALS INC /DE
Shares:6.4K
Value:$928.9K
% of Portfolio:0.1% ($928.9K/$731.3M)
Trane Technologies plc
Shares:2.7K
Value:$926.2K
% of Portfolio:0.1% ($926.2K/$731.3M)
DoorDash, Inc.
Shares:5.1K
Value:$924.1K
% of Portfolio:0.1% ($924.1K/$731.3M)
03073E105
Shares:3.3K
Value:$920.8K
% of Portfolio:0.1% ($920.8K/$731.3M)
RUSH ENTERPRISES INC \TX\
Shares:16.3K
Value:$920.6K
% of Portfolio:0.1% ($920.6K/$731.3M)
WILLIAMS COMPANIES, INC.
Shares:15.4K
Value:$919.8K
% of Portfolio:0.1% ($919.8K/$731.3M)