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 16 of 17

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464287507

IJH|464287507

Shares:4.0K

Value:$233.0K

% of Portfolio:0.0% ($233.0K/$731.3M)

Vaxcyte, Inc.

PCVX|92243G108

Shares:6.1K

Value:$232.2K

% of Portfolio:0.0% ($232.2K/$731.3M)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:3.0K

Value:$231.7K

% of Portfolio:0.0% ($231.7K/$731.3M)

25434V724

Shares:5.6K

Value:$230.4K

% of Portfolio:0.0% ($230.4K/$731.3M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:436

Value:$229.3K

% of Portfolio:0.0% ($229.3K/$731.3M)

NIKE, Inc.

NKE|654106103

Shares:3.6K

Value:$229.0K

% of Portfolio:0.0% ($229.0K/$731.3M)

NUCOR CORP

NUE|670346105

Shares:1.9K

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$731.3M)

lululemon athletica inc.

LULU|550021109

Shares:804

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$731.3M)

464287804

IJR|464287804

Shares:2.2K

Value:$225.1K

% of Portfolio:0.0% ($225.1K/$731.3M)

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:3.2K

Value:$224.8K

% of Portfolio:0.0% ($224.8K/$731.3M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:4.6K

Value:$220.8K

% of Portfolio:0.0% ($220.8K/$731.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.6K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$731.3M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:1.6K

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$731.3M)

921946406

VYM|921946406

Shares:1.6K

Value:$211.6K

% of Portfolio:0.0% ($211.6K/$731.3M)

464287465

EFA|464287465

Shares:2.6K

Value:$211.1K

% of Portfolio:0.0% ($211.1K/$731.3M)

LITTELFUSE INC /DE

LFUS|537008104

Shares:1.1K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$731.3M)

BALL Corp

BALL|058498106

Shares:4.0K

Value:$206.6K

% of Portfolio:0.0% ($206.6K/$731.3M)

EXPONENT INC

EXPO|30214U102

Shares:2.5K

Value:$205.0K

% of Portfolio:0.0% ($205.0K/$731.3M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:923

Value:$203.1K

% of Portfolio:0.0% ($203.1K/$731.3M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:7.1K

Value:$201.5K

% of Portfolio:0.0% ($201.5K/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	4.0K	QoQ +1.16% (-46) YoY NEW(+4.0K)	All Managers (Combined)	$233.0K	0.0% ($233.0K/$731.3M)	QoQ -5.26% (-$12.9K) YoY NEW(+$233.0K)
Vaxcyte, Inc.(PCVXcusip92243G108)	6.1K	QoQ -0.24% (-15) YoY NEW(+6.1K)	All Managers (Combined)	$232.2K	0.0% ($232.2K/$731.3M)	QoQ -53.98% (-$272.4K) YoY NEW(+$232.2K)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	3.0K	QoQ +9.09% (+249) YoY NEW(+3.0K)	All Managers (Combined)	$231.7K	0.0% ($231.7K/$731.3M)	QoQ +0.14% (+$330) YoY NEW(+$231.7K)
(cusip25434V724)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$230.4K	0.0% ($230.4K/$731.3M)	QoQ NEW(+$230.4K) YoY NEW(+$230.4K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	436	QoQ NEW(+436) YoY NEW(+436)	All Managers (Combined)	$229.3K	0.0% ($229.3K/$731.3M)	QoQ NEW(+$229.3K) YoY NEW(+$229.3K)
NIKE, Inc.(NKEcusip654106103)	3.6K	QoQ NEW(+3.6K) YoY +37.20% (-978)	All Managers (Combined)	$229.0K	0.0% ($229.0K/$731.3M)	QoQ NEW(+$229.0K) YoY -7.32% (-$18.1K)
NUCOR CORP(NUEcusip670346105)	1.9K	QoQ NEW(+1.9K) YoY +42.96% (-571)	All Managers (Combined)	$228.6K	0.0% ($228.6K/$731.3M)	QoQ NEW(+$228.6K) YoY -13.06% (-$34.4K)
lululemon athletica inc.(LULUcusip550021109)	804	QoQ NEW(+804) YoY +17.37% (-119)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$731.3M)	QoQ NEW(+$227.6K) YoY -14.95% (-$40.0K)
(IJRcusip464287804)	2.2K	QoQ +2.81% (-59) YoY NEW(+2.2K)	All Managers (Combined)	$225.1K	0.0% ($225.1K/$731.3M)	QoQ -6.68% (-$16.1K) YoY NEW(+$225.1K)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$224.8K	0.0% ($224.8K/$731.3M)	QoQ NEW(+$224.8K) YoY NEW(+$224.8K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$220.8K	0.0% ($220.8K/$731.3M)	QoQ NEW(+$220.8K) YoY NEW(+$220.8K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$731.3M)	QoQ NEW(+$218.2K) YoY NEW(+$218.2K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	1.6K	QoQ NEW(+1.6K) YoY +26.25% (-340)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$731.3M)	QoQ NEW(+$215.9K) YoY -2.31% (-$5.1K)
(VYMcusip921946406)	1.6K	QoQ 0.00% (+0) YoY NEW(+1.6K)	All Managers (Combined)	$211.6K	0.0% ($211.6K/$731.3M)	QoQ +1.07% (+$2.2K) YoY NEW(+$211.6K)
(EFAcusip464287465)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$211.1K	0.0% ($211.1K/$731.3M)	QoQ NEW(+$211.1K) YoY NEW(+$211.1K)
LITTELFUSE INC /DE(LFUScusip537008104)	1.1K	QoQ +11.94% (-114) YoY NEW(+1.1K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$731.3M)	QoQ -6.53% (-$14.7K) YoY NEW(+$210.1K)
BALL Corp(BALLcusip058498106)	4.0K	QoQ NEW(+4.0K) YoY +33.10% (+987)	All Managers (Combined)	$206.6K	0.0% ($206.6K/$731.3M)	QoQ NEW(+$206.6K) YoY +2.89% (+$5.8K)
EXPONENT INC(EXPOcusip30214U102)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$205.0K	0.0% ($205.0K/$731.3M)	QoQ NEW(+$205.0K) YoY NEW(+$205.0K)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	923	QoQ NEW(+923) YoY NEW(+923)	All Managers (Combined)	$203.1K	0.0% ($203.1K/$731.3M)	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$201.5K	0.0% ($201.5K/$731.3M)	QoQ NEW(+$201.5K) YoY NEW(+$201.5K)