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 10 of 17

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92204A702

VGT|92204A702

Shares:1.0K

Value:$564.6K

% of Portfolio:0.1% ($564.6K/$731.3M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.4K

Value:$563.9K

% of Portfolio:0.1% ($563.9K/$731.3M)

INTEL CORP

INTC|458140100

Shares:24.7K

Value:$561.7K

% of Portfolio:0.1% ($561.7K/$731.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:9.2K

Value:$558.4K

% of Portfolio:0.1% ($558.4K/$731.3M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:5.4K

Value:$557.6K

% of Portfolio:0.1% ($557.6K/$731.3M)

DOLLAR GENERAL CORP

DG|256677105

Shares:6.3K

Value:$555.2K

% of Portfolio:0.1% ($555.2K/$731.3M)

COMCAST CORP

CMCSA|20030N101

Shares:15.0K

Value:$552.3K

% of Portfolio:0.1% ($552.3K/$731.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:5.3K

Value:$552.3K

% of Portfolio:0.1% ($552.3K/$731.3M)

STARBUCKS CORP

SBUX|855244109

Shares:5.6K

Value:$552.1K

% of Portfolio:0.1% ($552.1K/$731.3M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:7.2K

Value:$539.8K

% of Portfolio:0.1% ($539.8K/$731.3M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:1.3K

Value:$539.6K

% of Portfolio:0.1% ($539.6K/$731.3M)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:1.6K

Value:$539.2K

% of Portfolio:0.1% ($539.2K/$731.3M)

CAMPBELL'S Co

CPB|134429109

Shares:13.5K

Value:$538.6K

% of Portfolio:0.1% ($538.6K/$731.3M)

Trade Desk, Inc.

TTD|88339J105

Shares:9.8K

Value:$535.7K

% of Portfolio:0.1% ($535.7K/$731.3M)

HUBBELL INC

HUBB|443510607

Shares:1.6K

Value:$527.1K

% of Portfolio:0.1% ($527.1K/$731.3M)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:12.9K

Value:$526.7K

% of Portfolio:0.1% ($526.7K/$731.3M)

Phillips 66

PSX|718546104

Shares:4.3K

Value:$524.9K

% of Portfolio:0.1% ($524.9K/$731.3M)

Discover Financial Services

DFS|254709108

Shares:3.1K

Value:$523.5K

% of Portfolio:0.1% ($523.5K/$731.3M)

eXp World Holdings, Inc.

EXPI|30212W100

Shares:53.3K

Value:$521.7K

% of Portfolio:0.1% ($521.7K/$731.3M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:6.9K

Value:$518.2K

% of Portfolio:0.1% ($518.2K/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGTcusip92204A702)	1.0K	QoQ -37.58% (-627) YoY NEW(+1.0K)	All Managers (Combined)	$564.6K	0.1% ($564.6K/$731.3M)	QoQ -45.57% (-$472.8K) YoY NEW(+$564.6K)
UNION PACIFIC CORP(UNPcusip907818108)	2.4K	QoQ +45.72% (+749) YoY +53.30% (+830)	All Managers (Combined)	$563.9K	0.1% ($563.9K/$731.3M)	QoQ +50.96% (+$190.4K) YoY +47.26% (+$181.0K)
INTEL CORP(INTCcusip458140100)	24.7K	QoQ NEW(+24.7K) YoY +16.81% (-3.6K)	All Managers (Combined)	$561.7K	0.1% ($561.7K/$731.3M)	QoQ NEW(+$561.7K) YoY -39.93% (-$373.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	9.2K	QoQ +21.03% (+1.6K) YoY +111.30% (+4.8K)	All Managers (Combined)	$558.4K	0.1% ($558.4K/$731.3M)	QoQ +30.51% (+$130.5K) YoY +137.64% (+$323.4K)
PULTEGROUP INC/MI/(PHMcusip745867101)	5.4K	QoQ -0.31% (-17) YoY +29.85% (+1.2K)	All Managers (Combined)	$557.6K	0.1% ($557.6K/$731.3M)	QoQ -5.89% (-$34.9K) YoY +10.66% (+$53.8K)
DOLLAR GENERAL CORP(DGcusip256677105)	6.3K	QoQ +47.73% (+2.0K) YoY +338.16% (+4.9K)	All Managers (Combined)	$555.2K	0.1% ($555.2K/$731.3M)	QoQ +71.32% (+$231.1K) YoY +146.88% (+$330.3K)
COMCAST CORP(CMCSAcusip20030N101)	15.0K	QoQ -17.84% (-3.3K) YoY -17.53% (-3.2K)	All Managers (Combined)	$552.3K	0.1% ($552.3K/$731.3M)	QoQ -19.22% (-$131.4K) YoY -29.80% (-$234.5K)
CONOCOPHILLIPS(COPcusip20825C104)	5.3K	QoQ +5.62% (+280) YoY +42.86% (+1.6K)	All Managers (Combined)	$552.3K	0.1% ($552.3K/$731.3M)	QoQ +11.85% (+$58.5K) YoY +17.88% (+$83.8K)
STARBUCKS CORP(SBUXcusip855244109)	5.6K	QoQ +27.33% (+1.2K) YoY +37.57% (+1.5K)	All Managers (Combined)	$552.1K	0.1% ($552.1K/$731.3M)	QoQ +36.87% (+$148.7K) YoY +47.65% (+$178.2K)
DuPont de Nemours, Inc.(DDcusip26614N102)	7.2K	QoQ -1.49% (-110) YoY +42.87% (+2.2K)	All Managers (Combined)	$539.8K	0.1% ($539.8K/$731.3M)	QoQ -3.52% (-$19.7K) YoY +39.16% (+$151.9K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	1.3K	QoQ +72.25% (+539) YoY +31.12% (+305)	All Managers (Combined)	$539.6K	0.1% ($539.6K/$731.3M)	QoQ +74.96% (+$231.2K) YoY +1.98% (+$10.5K)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	1.6K	QoQ 0.00% (+0) YoY +18.14% (+250)	All Managers (Combined)	$539.2K	0.1% ($539.2K/$731.3M)	QoQ +7.34% (+$36.9K) YoY +46.54% (+$171.3K)
CAMPBELL'S Co(CPBcusip134429109)	13.5K	QoQ +64.93% (+5.3K) YoY +27.60% (+2.9K)	All Managers (Combined)	$538.6K	0.1% ($538.6K/$731.3M)	QoQ +57.21% (+$196.0K) YoY +14.60% (+$68.6K)
Trade Desk, Inc.(TTDcusip88339J105)	9.8K	QoQ -3.66% (-372) YoY +1.91% (-184)	All Managers (Combined)	$535.7K	0.1% ($535.7K/$731.3M)	QoQ -55.14% (-$658.6K) YoY -36.20% (-$304.0K)
HUBBELL INC(HUBBcusip443510607)	1.6K	QoQ -15.08% (-283) YoY +2.70% (-42)	All Managers (Combined)	$527.1K	0.1% ($527.1K/$731.3M)	QoQ -32.92% (-$258.7K) YoY -18.11% (-$116.6K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	12.9K	QoQ +25.85% (+2.6K) YoY NEW(+12.9K)	All Managers (Combined)	$526.7K	0.1% ($526.7K/$731.3M)	QoQ +17.83% (+$79.7K) YoY NEW(+$526.7K)
Phillips 66(PSXcusip718546104)	4.3K	QoQ +17.33% (+628) YoY +30.00% (-981)	All Managers (Combined)	$524.9K	0.1% ($524.9K/$731.3M)	QoQ +27.16% (+$112.1K) YoY -1.72% (-$9.2K)
Discover Financial Services(DFScusip254709108)	3.1K	QoQ +8.91% (+251) YoY +100.06% (+1.5K)	All Managers (Combined)	$523.5K	0.1% ($523.5K/$731.3M)	QoQ +7.32% (+$35.7K) YoY +160.51% (+$322.6K)
eXp World Holdings, Inc.(EXPIcusip30212W100)	53.3K	QoQ -0.36% (-195) YoY +8.26% (+4.1K)	All Managers (Combined)	$521.7K	0.1% ($521.7K/$731.3M)	QoQ -15.33% (-$94.5K) YoY +2.49% (+$12.7K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	6.9K	QoQ -3.53% (-254) YoY +109.38% (+3.6K)	All Managers (Combined)	$518.2K	0.1% ($518.2K/$731.3M)	QoQ -10.80% (-$62.8K) YoY +110.79% (+$272.4K)