Everhart Financial Group, Inc.
Top Portfolio Positions
367 positions ·
$526,976,120 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
250,857 | $43,749,460 | 8.30% | |
| AAPL |
Apple Inc.
Technology
|
141,157 | $35,824,235 | 6.80% | |
| MSFT |
Microsoft Corp
Technology
|
62,502 | $23,136,365 | 4.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
75,085 | $15,637,952 | 2.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
47,863 | $13,763,484 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
39,505 | $12,227,192 | 2.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
19,484 | $11,147,380 | 2.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,974 | $7,934,671 | 1.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,248 | $7,898,944 | 1.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
8,049 | $7,403,228 | 1.40% |
Portfolio Trend
Holdings in DEFT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,248 | 11,300 | Shares | Sole | 2026-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||