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 14 of 17

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464287226

Shares:3.6K

Value:$351.9K

% of Portfolio:0.0% ($351.9K/$731.3M)

02072L573

Shares:12.2K

Value:$351.7K

% of Portfolio:0.0% ($351.7K/$731.3M)

Howmet Aerospace Inc.

HWM|443201108

Shares:2.7K

Value:$350.5K

% of Portfolio:0.0% ($350.5K/$731.3M)

HALLIBURTON CO

HAL|406216101

Shares:13.7K

Value:$346.6K

% of Portfolio:0.0% ($346.6K/$731.3M)

UNITED RENTALS, INC.

URI|911363109

Shares:551

Value:$345.3K

% of Portfolio:0.0% ($345.3K/$731.3M)

46438F101

Shares:7.2K

Value:$338.5K

% of Portfolio:0.0% ($338.5K/$731.3M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:235

Value:$336.7K

% of Portfolio:0.0% ($336.7K/$731.3M)

81369Y803

XLK|81369Y803

Shares:1.6K

Value:$334.7K

% of Portfolio:0.0% ($334.7K/$731.3M)

72201R775

Shares:3.6K

Value:$329.7K

% of Portfolio:0.0% ($329.7K/$731.3M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:512

Value:$324.7K

% of Portfolio:0.0% ($324.7K/$731.3M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:7.8K

Value:$314.3K

% of Portfolio:0.0% ($314.3K/$731.3M)

Arista Networks, Inc.

ANET|040413205

Shares:4.0K

Value:$311.8K

% of Portfolio:0.0% ($311.8K/$731.3M)

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:1.4K

Value:$309.8K

% of Portfolio:0.0% ($309.8K/$731.3M)

CROWN CASTLE INC.

CCI|22822V101

Shares:2.9K

Value:$307.0K

% of Portfolio:0.0% ($307.0K/$731.3M)

Zoetis Inc.

ZTS|98978V103

Shares:1.9K

Value:$305.9K

% of Portfolio:0.0% ($305.9K/$731.3M)

74347R107

Shares:3.7K

Value:$305.0K

% of Portfolio:0.0% ($305.0K/$731.3M)

97717X669

Shares:3.8K

Value:$299.7K

% of Portfolio:0.0% ($299.7K/$731.3M)

Carlyle Group Inc.

CG|14316J108

Shares:6.8K

Value:$297.8K

% of Portfolio:0.0% ($297.8K/$731.3M)

BUCKLE INC

BKE|118440106

Shares:7.6K

Value:$289.5K

% of Portfolio:0.0% ($289.5K/$731.3M)

92189H409

Shares:5.6K

Value:$289.0K

% of Portfolio:0.0% ($289.0K/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287226)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$351.9K	0.0% ($351.9K/$731.3M)	QoQ NEW(+$351.9K) YoY NEW(+$351.9K)
(cusip02072L573)✕	12.2K	QoQ +2.39% (-286) YoY +49.14% (+4.0K)	All Managers (Combined)	$351.7K	0.0% ($351.7K/$731.3M)	QoQ -5.98% (-$22.4K) YoY +42.82% (+$105.4K)
Howmet Aerospace Inc.(HWMcusip443201108)	2.7K	QoQ +11.19% (+272) YoY NEW(+2.7K)	All Managers (Combined)	$350.5K	0.0% ($350.5K/$731.3M)	QoQ +31.89% (+$84.8K) YoY NEW(+$350.5K)
HALLIBURTON CO(HALcusip406216101)	13.7K	QoQ +72.34% (+5.7K) YoY +79.47% (+6.0K)	All Managers (Combined)	$346.6K	0.0% ($346.6K/$731.3M)	QoQ +60.80% (+$131.0K) YoY +15.50% (+$46.5K)
UNITED RENTALS, INC.(URIcusip911363109)	551	QoQ +5.35% (-28) YoY -0.18% (-1)	All Managers (Combined)	$345.3K	0.0% ($345.3K/$731.3M)	QoQ -6.27% (-$23.1K) YoY -13.24% (-$52.7K)
(cusip46438F101)✕	7.2K	QoQ +1.21% (-87) YoY NEW(+7.2K)	All Managers (Combined)	$338.5K	0.0% ($338.5K/$731.3M)	QoQ -10.68% (-$40.5K) YoY NEW(+$338.5K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	235	QoQ NEW(+235) YoY NEW(+235)	All Managers (Combined)	$336.7K	0.0% ($336.7K/$731.3M)	QoQ NEW(+$336.7K) YoY NEW(+$336.7K)
(XLKcusip81369Y803)	1.6K	QoQ -0.30% (-5) YoY +6.15% (+94)	All Managers (Combined)	$334.7K	0.0% ($334.7K/$731.3M)	QoQ -11.47% (-$43.4K) YoY +5.24% (+$16.7K)
(cusip72201R775)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$329.7K	0.0% ($329.7K/$731.3M)	QoQ NEW(+$329.7K) YoY NEW(+$329.7K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	512	QoQ +45.45% (+160) YoY +6.88% (-33)	All Managers (Combined)	$324.7K	0.0% ($324.7K/$731.3M)	QoQ +29.50% (+$74.0K) YoY -29.56% (-$136.3K)
WESTERN DIGITAL CORP(WDCcusip958102105)	7.8K	QoQ -10.54% (-916) YoY +33.44% (-1.9K)	All Managers (Combined)	$314.3K	0.0% ($314.3K/$731.3M)	QoQ -39.34% (-$203.9K) YoY -20.93% (-$83.2K)
Arista Networks, Inc.(ANETcusip040413205)	4.0K	QoQ +78.13% (+1.8K) YoY NEW(+4.0K)	All Managers (Combined)	$311.8K	0.0% ($311.8K/$731.3M)	QoQ +24.86% (+$62.1K) YoY NEW(+$311.8K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$309.8K	0.0% ($309.8K/$731.3M)	QoQ NEW(+$309.8K) YoY NEW(+$309.8K)
CROWN CASTLE INC.(CCIcusip22822V101)	2.9K	QoQ NEW(+2.9K) YoY +52.90% (+1.0K)	All Managers (Combined)	$307.0K	0.0% ($307.0K/$731.3M)	QoQ NEW(+$307.0K) YoY +50.59% (+$103.1K)
Zoetis Inc.(ZTScusip98978V103)	1.9K	QoQ -0.42% (-8) YoY +16.34% (+261)	All Managers (Combined)	$305.9K	0.0% ($305.9K/$731.3M)	QoQ +0.62% (-$1.9K) YoY +13.20% (+$35.7K)
(cusip74347R107)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$305.0K	0.0% ($305.0K/$731.3M)	QoQ NEW(+$305.0K) YoY NEW(+$305.0K)
(cusip97717X669)✕	3.8K	QoQ 0.00% (-0) YoY +23.77% (+721)	All Managers (Combined)	$299.7K	0.0% ($299.7K/$731.3M)	QoQ -1.32% (-$4.0K) YoY +29.74% (+$68.7K)
Carlyle Group Inc.(CGcusip14316J108)	6.8K	QoQ -1.96% (-137) YoY +48.29% (+2.2K)	All Managers (Combined)	$297.8K	0.0% ($297.8K/$731.3M)	QoQ -15.36% (-$54.1K) YoY +37.80% (+$81.7K)
BUCKLE INC(BKEcusip118440106)	7.6K	QoQ -7.30% (-595) YoY NEW(+7.6K)	All Managers (Combined)	$289.5K	0.0% ($289.5K/$731.3M)	QoQ -30.08% (-$124.6K) YoY NEW(+$289.5K)
(cusip92189H409)✕	5.6K	QoQ -7.86% (-482) YoY -20.82% (-1.5K)	All Managers (Combined)	$289.0K	0.0% ($289.0K/$731.3M)	QoQ -9.15% (-$29.1K) YoY -22.45% (-$83.7K)