Notify me when Everhart Financial Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 417 | $1,079,600,536 | +$98,569,516 | -$31,603,222 | +$66,966,294 | VTV, VUG, VTI, NVDA, AAPL | 13F-HR | 07 Jan 2026, 08:47 |
| Q3 2025 | 390 | $997,845,828 | +$82,310,965 | -$13,643,235 | +$68,667,730 | VTV, VUG, VTI, NVDA, BIV | 13F-HR | 04 Nov 2025, 08:51 |
| Q2 2025 | 340 | $865,358,891 | +$85,185,562 | -$25,946,869 | +$59,238,693 | VTV, VUG, VTI, NVDA, BIV | 13F-HR | 07 Aug 2025, 11:06 |
| Q1 2025 | 328 | $731,347,335 | +$286,592,789 | -$17,997,926 | +$268,594,863 | VTV, VUG, VTI, BIV, AAPL | 13F-HR | 16 Apr 2025, 13:12 |
| Q4 2024 | 309 | $485,871,292 | +$70,162,483 | -$17,636,578 | +$52,525,905 | VTI, AAPL, NVDA, MSFT, SCHG | 13F-HR | 30 Jan 2025, 15:04 |
| Q3 2024 | 316 | $451,384,440 | +$57,555,162 | -$9,453,706 | +$48,101,456 | VTI, NVDA, AAPL, MSFT, SCHG | 13F-HR | 04 Nov 2024, 15:04 |
| Q2 2024 | 293 | $385,356,633 | +$56,328,887 | -$8,157,166 | +$48,171,721 | VTI, NVDA, MSFT, AAPL, SCHG | 13F-HR | 24 Jul 2024, 16:16 |
| Q1 2024 | 277 | $343,487,363 | +$44,275,702 | -$9,724,207 | +$34,551,495 | VTI, MSFT, NVDA, AAPL, SCHG | 13F-HR | 13 May 2024, 09:35 |
| Q4 2023 | 240 | $282,272,513 | +$30,871,690 | -$10,761,100 | +$20,110,590 | VTI, AAPL, MSFT, SCHG, SCHB | 13F-HR | 12 Jan 2024, 12:03 |
| Q3 2023 | 213 | $235,508,730 | +$12,243,656 | -$16,785,390 | -$4,541,734 | VTI, AAPL, SCHG, MSFT, SCHB | 13F-HR | 25 Oct 2023, 16:22 |
| Q2 2023 | 215 | $213,153,521 | +$22,522,620 | -$14,807,948 | +$7,714,672 | AAPL, SCHG, SCHB, ULST, MSFT | 13F-HR | 13 Jul 2023, 15:45 |
| Q1 2023 | 204 | $222,857,654 | +$34,114,813 | -$21,725,530 | +$12,389,283 | VTI, SCHB, AAPL, SPTS, SCHG | 13F-HR | 25 Apr 2023, 16:29 |
| Q4 2022 | 180 | $198,871,072 | +$41,059,076 | -$32,273,272 | +$8,785,804 | VTI, SPTS, SCHB, VGSH, VTV | 13F-HR | 09 Feb 2023, 15:45 |
| Q3 2022 | 202 | $180,669,000 | +$39,635,561 | -$11,925,093 | +$27,710,468 | VTI, VGSH, SCHB, VTV, AAPL | 13F-HR | 12 Oct 2022, 11:54 |
| Q2 2022 | 187 | $164,538,000 | +$31,995,591 | -$11,003,739 | +$20,991,852 | VTI, SCHB, VTV, SCHG, AAPL | 13F-HR | 12 Jul 2022, 16:22 |
| Q1 2022 | 132 | $173,006,000 | +$32,933,896 | -$5,676,734 | +$27,257,162 | VTI, SCHB, SCHG, AAPL, VTV | 13F-HR | 18 Apr 2022, 15:04 |
| Q4 2021 | 107 | $165,650,000 | +$13,956,673 | -$5,770,399 | +$8,186,274 | VTI, SCHB, SCHG, VUG, VTV | 13F-HR | 21 Jan 2022, 16:04 |
| Q3 2021 | 101 | $145,977,000 | +$10,925,031 | -$8,177,544 | +$2,747,487 | VTI, SCHB, SCHG, VUG, VTV | 13F-HR | 13 Oct 2021, 11:46 |
| Q2 2021 | 95 | $145,301,000 | +$30,347,799 | -$4,942,483 | +$25,405,316 | VTI, SCHB, SCHG, VTV, VUG | 13F-HR | 16 Jul 2021, 12:50 |
| Q1 2021 | 83 | $113,965,000 | +$4,448,366 | -$4,397,959 | +$50,407 | VTI, SCHB, SCHG, SCHM, VTV | 13F-HR | 13 Apr 2021, 10:27 |
| Q4 2020 | 80 | $108,376,000 | $0 | $0 | $0 | VTI, SCHB, SCHG, SCHM, VTV | 13F-HR | 26 Mar 2021, 14:02 |