Everhart-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  null,
  "MU",
  "BKE",
  "FNDF",
  "ACN",
  "MDGL",
  "ITT",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  "GOOGL",
  "ALNY",
  "AXP",
  "UNIT",
  "SCHH",
  null,
  "AIG",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "SAN",
  "BSX",
  "CCI",
  null,
  "DUK",
  "UVSP",
  null,
  "BUSE",
  "FCX",
  "GILD",
  "AGL",
  "HLT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "FBIN",
  "FE",
  "GABC",
  "UNP",
  "QCOM",
  "ISRG",
  "HEI-A",
  "HUBB",
  "HWM",
  "LEN",
  "IDA",
  "AMAT",
  "BKNG",
  "MUB",
  "META",
  "IVW",
  "IJH",
  "RUSHB",
  null,
  "KMI",
  "LRCX",
  "LAZ",
  "LIN",
  "MPC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "NDAQ",
  "EXPO",
  "FIS",
  "GE",
  "THG",
  "NI",
  "OXY",
  "ORLY",
  "DG",
  "IJR",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "DASH",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "AMGN",
  "MSTR",
  null,
  "REGN",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "O",
  "ROST",
  "RTX",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "UBER",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "RCL",
  "VOE",
  "OGE",
  "HOMB",
  "SCHW",
  "STAG",
  null,
  "VWO",
  "VSS",
  null,
  "SBAC",
  "VIG",
  "WY",
  "VYM",
  "DD",
  "VRTX",
  null,
  "EW",
  "TT",
  "RLI",
  "LFUS",
  "LECO",
  "RGLD",
  "PRI",
  "ADSK",
  "AON",
  "GM",
  "HAL",
  "ACGL",
  "AXON",
  "AMD",
  "AVB",
  "SDY",
  "FI",
  "FTNT",
  "IWR",
  "HOPE",
  "IFF",
  null,
  "IDXX",
  "AMZN",
  "SCHB",
  "TTWO",
  null,
  null,
  null,
  "UCB",
  null,
  "HBAN",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "BLV",
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WDC",
  "WFC",
  "WEN",
  "WELL",
  "WING",
  "WMB",
  null,
  "WDAY",
  null,
  "EXPI",
  "GEN",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "HIW",
  "NSC",
  "MURA",
  "TTD",
  "SJM",
  null,
  "PSX",
  "CRM",
  "SYY",
  "DIA",
  "ORI",
  "SPOT",
  "GEV",
  "ZM",
  "MCK",
  "NVT",
  "SPYV",
  "PCVX",
  "NUE",
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BRK-B",
  "BMRN",
  "BA",
  "BMY",
  "CPB",
  "CDNS",
  "CWST",
  "CG",
  "CCL",
  "CBOE",
  "CNC",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "CLX",
  "CME",
  "KO",
  "CNO",
  "CMCSA",
  "COP",
  "CEG",
  "CPRT",
  "CTRA",
  "COST",
  "CSGP",
  "CRWD",
  "CSX",
  "CWK",
  "DHR",
  "DE",
  "DVN",
  "DAL",
  null,
  null,
  null,
  "DFS",
  null,
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: everhart-financial-group
Manager Name: Everhart-Financial-Group

Data Enrichment

91% identified

298 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

328 positions • $731.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 17

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922908744

VTV|922908744

Shares:619.2K

Value:$107.0M

% of Portfolio:14.6% ($107.0M/$731.3M)

922908736

VUG|922908736

Shares:214.7K

Value:$79.6M

% of Portfolio:10.9% ($79.6M/$731.3M)

922908769

VTI|922908769

Shares:213.6K

Value:$58.7M

% of Portfolio:8.0% ($58.7M/$731.3M)

921937819

BIV|921937819

Shares:481.6K

Value:$36.9M

% of Portfolio:5.0% ($36.9M/$731.3M)

Apple Inc.

AAPL|037833100

Shares:123.0K

Value:$27.3M

% of Portfolio:3.7% ($27.3M/$731.3M)

NVIDIA CORP

NVDA|67066G104

Shares:204.8K

Value:$22.2M

% of Portfolio:3.0% ($22.2M/$731.3M)

MICROSOFT CORP

MSFT|594918104

Shares:49.0K

Value:$18.4M

% of Portfolio:2.5% ($18.4M/$731.3M)

922042858

VWO|922042858

Shares:301.1K

Value:$13.6M

% of Portfolio:1.9% ($13.6M/$731.3M)

808524300

SCHG|808524300

Shares:445.6K

Value:$11.2M

% of Portfolio:1.5% ($11.2M/$731.3M)

AMAZON COM INC

AMZN|023135106

Shares:56.9K

Value:$10.8M

% of Portfolio:1.5% ($10.8M/$731.3M)

Meta Platforms, Inc.

META|30303M102

Shares:17.6K

Value:$10.1M

% of Portfolio:1.4% ($10.1M/$731.3M)

808524102

SCHB|808524102

Shares:456.8K

Value:$9.8M

% of Portfolio:1.3% ($9.8M/$731.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:26.2K

Value:$6.4M

% of Portfolio:0.9% ($6.4M/$731.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:11.3K

Value:$6.0M

% of Portfolio:0.8% ($6.0M/$731.3M)

922908611

VBR|922908611

Shares:29.7K

Value:$5.5M

% of Portfolio:0.8% ($5.5M/$731.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:34.0K

Value:$5.3M

% of Portfolio:0.7% ($5.3M/$731.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:30.3K

Value:$5.2M

% of Portfolio:0.7% ($5.2M/$731.3M)

Alphabet Inc.

GOOG|02079K107

Shares:31.9K

Value:$5.0M

% of Portfolio:0.7% ($5.0M/$731.3M)

922908538

VOT|922908538

Shares:20.3K

Value:$5.0M

% of Portfolio:0.7% ($5.0M/$731.3M)

25434V203

Shares:154.7K

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	619.2K	QoQ +778.06% (+548.7K) YoY +842.58% (+553.5K)	All Managers (Combined)	$107.0M	14.6% ($107.0M/$731.3M)	QoQ +795.90% (+$95.0M) YoY +899.76% (+$96.3M)
(VUGcusip922908736)	214.7K	QoQ +720.63% (+188.5K) YoY +663.89% (+186.6K)	All Managers (Combined)	$79.6M	10.9% ($79.6M/$731.3M)	QoQ +641.40% (+$68.9M) YoY +722.96% (+$69.9M)
(VTIcusip922908769)	213.6K	QoQ +63.64% (+83.1K) YoY +73.09% (+90.2K)	All Managers (Combined)	$58.7M	8.0% ($58.7M/$731.3M)	QoQ +55.19% (+$20.9M) YoY +85.30% (+$27.0M)
(BIVcusip921937819)	481.6K	QoQ +1869.07% (+457.1K) YoY +4228.00% (+470.4K)	All Managers (Combined)	$36.9M	5.0% ($36.9M/$731.3M)	QoQ +1917.54% (+$35.0M) YoY +4295.17% (+$36.0M)
Apple Inc.(AAPLcusip037833100)	123.0K	QoQ +13.11% (+14.3K) YoY +67.39% (+49.5K)	All Managers (Combined)	$27.3M	3.7% ($27.3M/$731.3M)	QoQ +0.33% (+$91.6K) YoY +116.84% (+$14.7M)
NVIDIA CORP(NVDAcusip67066G104)	204.8K	QoQ +3.17% (-6.3K) YoY +1246.77% (+189.6K)	All Managers (Combined)	$22.2M	3.0% ($22.2M/$731.3M)	QoQ -16.72% (-$4.5M) YoY +61.54% (+$8.5M)
MICROSOFT CORP(MSFTcusip594918104)	49.0K	QoQ +1.62% (-783) YoY +41.97% (+14.5K)	All Managers (Combined)	$18.4M	2.5% ($18.4M/$731.3M)	QoQ -9.49% (-$1.9M) YoY +26.67% (+$3.9M)
(VWOcusip922042858)	301.1K	QoQ +206.48% (+202.8K) YoY +199.11% (+200.4K)	All Managers (Combined)	$13.6M	1.9% ($13.6M/$731.3M)	QoQ +214.97% (+$9.3M) YoY +224.10% (+$9.4M)
(SCHGcusip808524300)	445.6K	QoQ -4.81% (-22.5K) YoY +273.93% (+326.5K)	All Managers (Combined)	$11.2M	1.5% ($11.2M/$731.3M)	QoQ -14.48% (-$1.9M) YoY +0.98% (+$109.0K)
AMAZON COM INC(AMZNcusip023135106)	56.9K	QoQ +7.18% (-3.8K) YoY +51.60% (+19.4K)	All Managers (Combined)	$10.8M	1.5% ($10.8M/$731.3M)	QoQ -7.04% (-$820.1K) YoY +59.91% (+$4.1M)
Meta Platforms, Inc.(METAcusip30303M102)	17.6K	QoQ +3.44% (+586) YoY +72.10% (+7.4K)	All Managers (Combined)	$10.1M	1.4% ($10.1M/$731.3M)	QoQ +1.82% (+$181.9K) YoY +104.28% (+$5.2M)
(SCHBcusip808524102)	456.8K	QoQ -0.26% (-1.2K) YoY +179.21% (-293.2K)	All Managers (Combined)	$9.8M	1.3% ($9.8M/$731.3M)	QoQ -5.40% (-$561.8K) YoY -1.53% (-$152.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	26.2K	QoQ +2.40% (+614) YoY +22.47% (+4.8K)	All Managers (Combined)	$6.4M	0.9% ($6.4M/$731.3M)	QoQ +4.79% (+$293.5K) YoY +49.98% (+$2.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	11.3K	QoQ +6.23% (+662) YoY +35.23% (+2.9K)	All Managers (Combined)	$6.0M	0.8% ($6.0M/$731.3M)	QoQ +24.81% (+$1.2M) YoY +71.26% (+$2.5M)
(VBRcusip922908611)	29.7K	QoQ +14.55% (+3.8K) YoY +21.60% (+5.3K)	All Managers (Combined)	$5.5M	0.8% ($5.5M/$731.3M)	QoQ +7.68% (+$394.6K) YoY +18.05% (+$846.1K)
Alphabet Inc.(GOOGLcusip02079K305)	34.0K	QoQ +3.89% (-1.3K) YoY +42.48% (+10.1K)	All Managers (Combined)	$5.3M	0.7% ($5.3M/$731.3M)	QoQ -15.12% (-$937.2K) YoY +45.98% (+$1.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	30.3K	QoQ -0.59% (-180) YoY +32.86% (+7.5K)	All Managers (Combined)	$5.2M	0.7% ($5.2M/$731.3M)	QoQ +1.05% (-$53.7K) YoY +39.55% (+$1.5M)
Alphabet Inc.(GOOGcusip02079K107)	31.9K	QoQ +5.81% (-1.8K) YoY +42.92% (+9.6K)	All Managers (Combined)	$5.0M	0.7% ($5.0M/$731.3M)	QoQ -13.19% (-$757.3K) YoY +46.65% (+$1.6M)
(VOTcusip922908538)	20.3K	QoQ +13.02% (+2.3K) YoY +21.60% (+3.6K)	All Managers (Combined)	$5.0M	0.7% ($5.0M/$731.3M)	QoQ +8.96% (+$408.1K) YoY +26.16% (+$1.0M)
(cusip25434V203)✕	154.7K	QoQ NEW(+154.7K) YoY NEW(+154.7K)	All Managers (Combined)	$4.8M	0.7% ($4.8M/$731.3M)	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)