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 11 of 17

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Elevance Health, Inc.

ELV|036752103

Shares:1.2K

Value:$518.0K

% of Portfolio:0.1% ($518.0K/$731.3M)

NASDAQ, INC.

NDAQ|631103108

Shares:6.8K

Value:$514.3K

% of Portfolio:0.1% ($514.3K/$731.3M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:13.4K

Value:$501.4K

% of Portfolio:0.1% ($501.4K/$731.3M)

Autodesk, Inc.

ADSK|052769106

Shares:1.9K

Value:$500.6K

% of Portfolio:0.1% ($500.6K/$731.3M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:2.2K

Value:$500.5K

% of Portfolio:0.1% ($500.5K/$731.3M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:6.3K

Value:$497.6K

% of Portfolio:0.1% ($497.6K/$731.3M)

Fortinet, Inc.

FTNT|34959E109

Shares:5.2K

Value:$497.2K

% of Portfolio:0.1% ($497.2K/$731.3M)

HIGHWOODS PROPERTIES, INC.

HIW|431284108

Shares:16.7K

Value:$493.6K

% of Portfolio:0.1% ($493.6K/$731.3M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:2.4K

Value:$491.6K

% of Portfolio:0.1% ($491.6K/$731.3M)

ECOLAB INC.

ECL|278865100

Shares:1.9K

Value:$490.3K

% of Portfolio:0.1% ($490.3K/$731.3M)

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:2.3K

Value:$488.7K

% of Portfolio:0.1% ($488.7K/$731.3M)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:1.8K

Value:$482.5K

% of Portfolio:0.1% ($482.5K/$731.3M)

3M CO

MMM|88579Y101

Shares:3.3K

Value:$482.0K

% of Portfolio:0.1% ($482.0K/$731.3M)

Zoom Communications, Inc.

ZM|98980L101

Shares:6.5K

Value:$478.6K

% of Portfolio:0.1% ($478.6K/$731.3M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:9.7K

Value:$477.9K

% of Portfolio:0.1% ($477.9K/$731.3M)

78464A508

SPYV|78464A508

Shares:9.2K

Value:$472.1K

% of Portfolio:0.1% ($472.1K/$731.3M)

UNITED COMMUNITY BANKS INC

UCB|90984P303

Shares:16.6K

Value:$467.7K

% of Portfolio:0.1% ($467.7K/$731.3M)

DANAHER CORP /DE/

DHR|235851102

Shares:2.3K

Value:$467.0K

% of Portfolio:0.1% ($467.0K/$731.3M)

US BANCORP \DE\

USB|902973304

Shares:11.0K

Value:$464.1K

% of Portfolio:0.1% ($464.1K/$731.3M)

464288513

Shares:5.8K

Value:$460.4K

% of Portfolio:0.1% ($460.4K/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Elevance Health, Inc.(ELVcusip036752103)	1.2K	QoQ NEW(+1.2K) YoY +6.43% (-72)	All Managers (Combined)	$518.0K	0.1% ($518.0K/$731.3M)	QoQ NEW(+$518.0K) YoY -10.72% (-$62.2K)
NASDAQ, INC.(NDAQcusip631103108)	6.8K	QoQ +8.08% (+507) YoY +89.91% (+3.2K)	All Managers (Combined)	$514.3K	0.1% ($514.3K/$731.3M)	QoQ +6.05% (+$29.4K) YoY +128.32% (+$289.1K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$501.4K	0.1% ($501.4K/$731.3M)	QoQ NEW(+$501.4K) YoY NEW(+$501.4K)
Autodesk, Inc.(ADSKcusip052769106)	1.9K	QoQ +12.33% (-210) YoY +118.01% (+1.0K)	All Managers (Combined)	$500.6K	0.1% ($500.6K/$731.3M)	QoQ -0.49% (-$2.5K) YoY +119.17% (+$272.2K)
Cheniere Energy, Inc.(LNGcusip16411R208)	2.2K	QoQ +14.80% (+279) YoY +51.89% (+739)	All Managers (Combined)	$500.5K	0.1% ($500.5K/$731.3M)	QoQ +23.64% (+$95.7K) YoY +117.93% (+$270.9K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	6.3K	QoQ +30.12% (+1.5K) YoY +52.15% (+2.2K)	All Managers (Combined)	$497.6K	0.1% ($497.6K/$731.3M)	QoQ +44.00% (+$152.1K) YoY +24.79% (+$98.9K)
Fortinet, Inc.(FTNTcusip34959E109)	5.2K	QoQ +16.69% (+739) YoY NEW(+5.2K)	All Managers (Combined)	$497.2K	0.1% ($497.2K/$731.3M)	QoQ +18.89% (+$79.0K) YoY NEW(+$497.2K)
HIGHWOODS PROPERTIES, INC.(HIWcusip431284108)	16.7K	QoQ +42.09% (+4.9K) YoY NEW(+16.7K)	All Managers (Combined)	$493.6K	0.1% ($493.6K/$731.3M)	QoQ +37.72% (+$135.2K) YoY NEW(+$493.6K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	2.4K	QoQ +15.20% (+313) YoY NEW(+2.4K)	All Managers (Combined)	$491.6K	0.1% ($491.6K/$731.3M)	QoQ +29.70% (+$112.6K) YoY NEW(+$491.6K)
ECOLAB INC.(ECLcusip278865100)	1.9K	QoQ +15.80% (+264) YoY +69.64% (+794)	All Managers (Combined)	$490.3K	0.1% ($490.3K/$731.3M)	QoQ +25.29% (+$99.0K) YoY +86.26% (+$227.1K)
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	2.3K	QoQ +10.48% (+216) YoY NEW(+2.3K)	All Managers (Combined)	$488.7K	0.1% ($488.7K/$731.3M)	QoQ +7.79% (+$35.3K) YoY NEW(+$488.7K)
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	1.8K	QoQ +11.96% (+191) YoY NEW(+1.8K)	All Managers (Combined)	$482.5K	0.1% ($482.5K/$731.3M)	QoQ +28.48% (+$107.0K) YoY NEW(+$482.5K)
3M CO(MMMcusip88579Y101)	3.3K	QoQ +19.21% (+529) YoY NEW(+3.3K)	All Managers (Combined)	$482.0K	0.1% ($482.0K/$731.3M)	QoQ +35.62% (+$126.6K) YoY NEW(+$482.0K)
Zoom Communications, Inc.(ZMcusip98980L101)	6.5K	QoQ +6.39% (-390) YoY NEW(+6.5K)	All Managers (Combined)	$478.6K	0.1% ($478.6K/$731.3M)	QoQ -3.82% (-$19.0K) YoY NEW(+$478.6K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	9.7K	QoQ +65.25% (+3.8K) YoY -15.60% (-1.8K)	All Managers (Combined)	$477.9K	0.1% ($477.9K/$731.3M)	QoQ +65.08% (+$188.4K) YoY -35.89% (-$267.6K)
(SPYVcusip78464A508)	9.2K	QoQ NEW(+9.2K) YoY +87.40% (+4.3K)	All Managers (Combined)	$472.1K	0.1% ($472.1K/$731.3M)	QoQ NEW(+$472.1K) YoY +91.03% (+$225.0K)
UNITED COMMUNITY BANKS INC(UCBcusip90984P303)	16.6K	QoQ +18.74% (+2.6K) YoY NEW(+16.6K)	All Managers (Combined)	$467.7K	0.1% ($467.7K/$731.3M)	QoQ +3.37% (+$15.3K) YoY NEW(+$467.7K)
DANAHER CORP /DE/(DHRcusip235851102)	2.3K	QoQ +3.31% (-73) YoY -7.09% (-174)	All Managers (Combined)	$467.0K	0.1% ($467.0K/$731.3M)	QoQ -7.73% (-$39.2K) YoY -23.73% (-$145.3K)
US BANCORP \DE\(USBcusip902973304)	11.0K	QoQ +3.16% (-337) YoY +5.85% (-608)	All Managers (Combined)	$464.1K	0.1% ($464.1K/$731.3M)	QoQ -8.93% (-$45.5K) YoY -0.01% (-$83)
(cusip464288513)✕	5.8K	QoQ +58.11% (+2.1K) YoY NEW(+5.8K)	All Managers (Combined)	$460.4K	0.1% ($460.4K/$731.3M)	QoQ +58.58% (+$170.1K) YoY NEW(+$460.4K)