Everhart Financial Group, Inc.
Top Portfolio Positions
368 positions ·
$535,075,558 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
250,857 | $43,749,460 | 8.18% | |
| AAPL |
Apple Inc.
Technology
|
141,157 | $35,824,235 | 6.70% | |
| MSFT |
Microsoft Corp
Technology
|
62,502 | $23,136,365 | 4.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
75,085 | $15,637,952 | 2.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
47,863 | $13,763,484 | 2.57% | |
| AVGO |
Broadcom Inc.
Technology
|
39,505 | $12,227,192 | 2.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
19,484 | $11,147,380 | 2.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,902 | $8,099,438 | 1.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,974 | $7,934,671 | 1.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,248 | $7,898,944 | 1.48% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SLS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,541,399 | 364,397 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,757,634 | 466,216 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $533,151 | 331,150 | Shares | Sole | 2025-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||