Everhart Financial Group’s ProShares UltraPro QQQ TQQQ Stock Holding History

Everhart Financial Group’s Portfolio TQQQ Stock Details TQQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,076	Closed	-$280K	–	348
2024 Q4	$280K	Buy	7,076 +4	+0.1%	+$158	0.06%	263
2024 Q3	$256K	Buy	7,072 +134	+2%	+$4.6K	0.06%	282
2024 Q2	$256K	Buy	6,938 +332	+5%	+$10.4K	0.07%	246
2024 Q1	$203K	Buy	+6,606	New	+$188K	0.06%	265
2022 Q2	–	Sell	-7,756	Closed	-$226K	–	195
2022 Q1	$226K	Buy	+7,756	New	+$223K	0.13%	116
2021 Q4	–	Sell	-7,512	Closed	-$234K	–	111
2021 Q3	$234K	Buy	7,512 +184	+3%	+$6.29K	0.16%	92
2021 Q2	$224K	Buy	+7,328	New	+$193K	0.15%	87

Other funds holding TQQQ

OHIF

Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Everhart Financial Group's TQQQ Position: Q1 2025 in Review

Everhart Financial Group sold out of ProShares UltraPro QQQ (TQQQ) in Q1 2025, closing a stake of 7,076 shares — an estimated $280K sold.

Everhart Financial Group first reported a position in TQQQ in Q2 2021 and held it in 7 quarters. The position peaked at $280K in Q4 2024. 269 funds tracked by Wall St. Rank hold TQQQ as of Q1 2025.

Everhart Financial Group reported no remaining ProShares UltraPro QQQ position as of Q1 2025 after selling out during the quarter.
Everhart Financial Group sold 7,076 ProShares UltraPro QQQ shares in Q1 2025, an estimated $280K.
Everhart Financial Group first reported a position in ProShares UltraPro QQQ in Q2 2021 and held it in 7 quarters.
Everhart Financial Group's ProShares UltraPro QQQ position peaked at $280K in Q4 2024.
269 funds tracked by Wall St. Rank held ProShares UltraPro QQQ as of Q1 2025.

Based on Everhart Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.