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 13 of 17

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Gen Digital Inc.

GEN|668771108

Shares:14.8K

Value:$393.0K

% of Portfolio:0.1% ($393.0K/$731.3M)

REALTY INCOME CORP

O|756109104

Shares:6.7K

Value:$390.0K

% of Portfolio:0.1% ($390.0K/$731.3M)

46435G326

Shares:5.6K

Value:$385.1K

% of Portfolio:0.1% ($385.1K/$731.3M)

ROSS STORES, INC.

ROST|778296103

Shares:3.0K

Value:$384.1K

% of Portfolio:0.1% ($384.1K/$731.3M)

General Motors Co

GM|37045V100

Shares:8.2K

Value:$383.6K

% of Portfolio:0.1% ($383.6K/$731.3M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:35.3K

Value:$378.4K

% of Portfolio:0.1% ($378.4K/$731.3M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.3K

Value:$377.5K

% of Portfolio:0.1% ($377.5K/$731.3M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.4K

Value:$377.4K

% of Portfolio:0.1% ($377.4K/$731.3M)

Wingstop Inc.

WING|974155103

Shares:1.7K

Value:$373.8K

% of Portfolio:0.1% ($373.8K/$731.3M)

FIRSTENERGY CORP

FE|337932107

Shares:9.1K

Value:$369.3K

% of Portfolio:0.1% ($369.3K/$731.3M)

J M SMUCKER Co

SJM|832696405

Shares:3.1K

Value:$369.1K

% of Portfolio:0.1% ($369.1K/$731.3M)

Coterra Energy Inc.

CTRA|127097103

Shares:12.8K

Value:$368.8K

% of Portfolio:0.1% ($368.8K/$731.3M)

PFIZER INC

PFE|717081103

Shares:14.5K

Value:$368.1K

% of Portfolio:0.1% ($368.1K/$731.3M)

Workday, Inc.

WDAY|98138H101

Shares:1.6K

Value:$367.8K

% of Portfolio:0.1% ($367.8K/$731.3M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:5.6K

Value:$367.6K

% of Portfolio:0.1% ($367.6K/$731.3M)

Fortune Brands Innovations, Inc.

FBIN|34964C106

Shares:6.0K

Value:$364.5K

% of Portfolio:0.0% ($364.5K/$731.3M)

American Water Works Company, Inc.

AWK|030420103

Shares:2.5K

Value:$364.4K

% of Portfolio:0.0% ($364.4K/$731.3M)

78464A284

Shares:14.3K

Value:$361.4K

% of Portfolio:0.0% ($361.4K/$731.3M)

Aon plc

AON|G0403H108

Shares:898

Value:$358.4K

% of Portfolio:0.0% ($358.4K/$731.3M)

921908844

VIG|921908844

Shares:1.8K

Value:$357.7K

% of Portfolio:0.0% ($357.7K/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Gen Digital Inc.(GENcusip668771108)	14.8K	QoQ +7.12% (+985) YoY NEW(+14.8K)	All Managers (Combined)	$393.0K	0.1% ($393.0K/$731.3M)	QoQ +3.83% (+$14.5K) YoY NEW(+$393.0K)
REALTY INCOME CORP(Ocusip756109104)	6.7K	QoQ +42.58% (+2.0K) YoY NEW(+6.7K)	All Managers (Combined)	$390.0K	0.1% ($390.0K/$731.3M)	QoQ +54.86% (+$138.2K) YoY NEW(+$390.0K)
(cusip46435G326)✕	5.6K	QoQ +7.99% (+414) YoY NEW(+5.6K)	All Managers (Combined)	$385.1K	0.1% ($385.1K/$731.3M)	QoQ +15.40% (+$51.4K) YoY NEW(+$385.1K)
ROSS STORES, INC.(ROSTcusip778296103)	3.0K	QoQ -6.20% (-199) YoY +59.89% (+1.1K)	All Managers (Combined)	$384.1K	0.1% ($384.1K/$731.3M)	QoQ -20.76% (-$100.7K) YoY +39.22% (+$108.2K)
General Motors Co(GMcusip37045V100)	8.2K	QoQ +17.89% (+1.2K) YoY +75.53% (+3.5K)	All Managers (Combined)	$383.6K	0.1% ($383.6K/$731.3M)	QoQ +4.08% (+$15.0K) YoY +82.03% (+$172.9K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	35.3K	QoQ +12.37% (+3.9K) YoY +208.04% (+23.8K)	All Managers (Combined)	$378.4K	0.1% ($378.4K/$731.3M)	QoQ +14.07% (+$46.7K) YoY +278.61% (+$278.4K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.3K	QoQ +6.66% (+80) YoY +36.75% (+344)	All Managers (Combined)	$377.5K	0.1% ($377.5K/$731.3M)	QoQ +8.46% (+$29.4K) YoY +66.47% (+$150.7K)
T-Mobile US, Inc.(TMUScusip872590104)	1.4K	QoQ +5.91% (+79) YoY NEW(+1.4K)	All Managers (Combined)	$377.4K	0.1% ($377.4K/$731.3M)	QoQ +27.97% (+$82.5K) YoY NEW(+$377.4K)
Wingstop Inc.(WINGcusip974155103)	1.7K	QoQ -22.06% (-469) YoY -38.92% (-1.1K)	All Managers (Combined)	$373.8K	0.1% ($373.8K/$731.3M)	QoQ -38.13% (-$230.4K) YoY -62.39% (-$620.3K)
FIRSTENERGY CORP(FEcusip337932107)	9.1K	QoQ +15.22% (+1.2K) YoY +53.00% (+3.2K)	All Managers (Combined)	$369.3K	0.1% ($369.3K/$731.3M)	QoQ +17.07% (+$53.9K) YoY +60.13% (+$138.7K)
J M SMUCKER Co(SJMcusip832696405)	3.1K	QoQ +36.41% (+832) YoY +92.76% (+1.5K)	All Managers (Combined)	$369.1K	0.1% ($369.1K/$731.3M)	QoQ +46.68% (+$117.5K) YoY +81.33% (+$165.6K)
Coterra Energy Inc.(CTRAcusip127097103)	12.8K	QoQ +53.67% (+4.5K) YoY NEW(+12.8K)	All Managers (Combined)	$368.8K	0.1% ($368.8K/$731.3M)	QoQ +73.89% (+$156.7K) YoY NEW(+$368.8K)
PFIZER INC(PFEcusip717081103)	14.5K	QoQ +29.93% (+3.3K) YoY -28.93% (-5.9K)	All Managers (Combined)	$368.1K	0.1% ($368.1K/$731.3M)	QoQ +24.10% (+$71.5K) YoY -35.10% (-$199.1K)
Workday, Inc.(WDAYcusip98138H101)	1.6K	QoQ +20.13% (+264) YoY +74.22% (+671)	All Managers (Combined)	$367.8K	0.1% ($367.8K/$731.3M)	QoQ +8.73% (+$29.5K) YoY +49.17% (+$121.2K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	5.6K	QoQ +21.95% (-1.0K) YoY NEW(+5.6K)	All Managers (Combined)	$367.6K	0.1% ($367.6K/$731.3M)	QoQ -6.76% (-$26.7K) YoY NEW(+$367.6K)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	6.0K	QoQ +2.85% (-166) YoY +26.73% (-1.3K)	All Managers (Combined)	$364.5K	0.0% ($364.5K/$731.3M)	QoQ -8.36% (-$33.3K) YoY -8.87% (-$35.5K)
American Water Works Company, Inc.(AWKcusip030420103)	2.5K	QoQ +15.20% (+326) YoY NEW(+2.5K)	All Managers (Combined)	$364.4K	0.0% ($364.4K/$731.3M)	QoQ +36.51% (+$97.5K) YoY NEW(+$364.4K)
(cusip78464A284)✕	14.3K	QoQ -7.99% (-1.2K) YoY -35.44% (-7.9K)	All Managers (Combined)	$361.4K	0.0% ($361.4K/$731.3M)	QoQ -9.28% (-$37.0K) YoY -36.62% (-$208.8K)
Aon plc(AONcusipG0403H108)	898	QoQ +21.18% (+157) YoY -1.85% (-17)	All Managers (Combined)	$358.4K	0.0% ($358.4K/$731.3M)	QoQ +34.66% (+$92.2K) YoY +17.36% (-$53.0K)
(VIGcusip921908844)	1.8K	QoQ -0.48% (-9) YoY NEW(+1.8K)	All Managers (Combined)	$357.7K	0.0% ($357.7K/$731.3M)	QoQ -1.42% (-$5.2K) YoY NEW(+$357.7K)