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

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ELI LILLY & Co

LLY|532457108

Shares:5.8K

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$731.3M)

922908512

VOE|922908512

Shares:28.2K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$731.3M)

Broadcom Inc.

AVGO|11135F101

Shares:26.6K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$731.3M)

922908595

VBK|922908595

Shares:17.0K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$731.3M)

808524409

Shares:153.8K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$731.3M)

Tesla, Inc.

TSLA|88160R101

Shares:15.6K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$731.3M)

922908553

VNQ|922908553

Shares:44.5K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$731.3M)

921909768

VXUS|921909768

Shares:64.6K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$731.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.2K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$731.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:33.5K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$731.3M)

VISA INC.

V|92826C839

Shares:11.2K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$731.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:18.4K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$731.3M)

808524797

SCHD|808524797

Shares:122.5K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$731.3M)

92206C102

VGSH|92206C102

Shares:58.0K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$731.3M)

808524508

Shares:127.0K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$731.3M)

NETFLIX INC

NFLX|64110L106

Shares:3.4K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$731.3M)

464287200

IVV|464287200

Shares:5.4K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$731.3M)

Mastercard Inc

MA|57636Q104

Shares:5.5K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$731.3M)

Walmart Inc.

WMT|931142103

Shares:32.4K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$731.3M)

922908363

VOO|922908363

Shares:5.2K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	5.8K	QoQ +15.91% (+792) YoY +34.24% (+1.5K)	All Managers (Combined)	$4.8M	0.7% ($4.8M/$731.3M)	QoQ +24.01% (+$922.3K) YoY +42.51% (+$1.4M)
(VOEcusip922908512)	28.2K	QoQ +19.04% (+4.5K) YoY +33.76% (+7.1K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$731.3M)	QoQ +18.13% (+$693.9K) YoY +37.73% (+$1.2M)
Broadcom Inc.(AVGOcusip11135F101)	26.6K	QoQ +4.31% (-1.1K) YoY +1477.31% (+24.9K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$731.3M)	QoQ -24.66% (-$1.5M) YoY +99.25% (+$2.2M)
(VBKcusip922908595)	17.0K	QoQ +16.60% (+2.4K) YoY +29.70% (+3.9K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$731.3M)	QoQ +4.82% (+$197.0K) YoY +25.25% (+$862.3K)
(cusip808524409)✕	153.8K	QoQ +0.95% (+1.5K) YoY +226.43% (+106.7K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$731.3M)	QoQ +2.93% (+$116.4K) YoY +14.19% (+$508.2K)
Tesla, Inc.(TSLAcusip88160R101)	15.6K	QoQ -0.94% (-149) YoY +53.23% (+5.4K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$731.3M)	QoQ -36.43% (-$2.3M) YoY +125.91% (+$2.3M)
(VNQcusip922908553)	44.5K	QoQ +15.48% (+6.0K) YoY +21.25% (+7.8K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$731.3M)	QoQ +17.37% (+$596.3K) YoY +26.95% (+$855.2K)
(VXUScusip921909768)	64.6K	QoQ +16.56% (+9.2K) YoY +27.91% (+14.1K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$731.3M)	QoQ +22.84% (+$746.0K) YoY +31.73% (+$966.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.2K	QoQ +20.49% (+717) YoY +55.74% (+1.5K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$731.3M)	QoQ +24.37% (+$781.4K) YoY +101.05% (+$2.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	33.5K	QoQ +7.93% (+2.5K) YoY +32.25% (+8.2K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$731.3M)	QoQ +19.33% (+$645.2K) YoY +35.31% (+$1.0M)
VISA INC.(Vcusip92826C839)	11.2K	QoQ +11.61% (+1.2K) YoY +38.66% (+3.1K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$731.3M)	QoQ +23.77% (+$756.6K) YoY +74.14% (+$1.7M)
AbbVie Inc.(ABBVcusip00287Y109)	18.4K	QoQ +6.34% (+1.1K) YoY +71.81% (+7.7K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$731.3M)	QoQ +25.39% (+$779.7K) YoY +97.68% (+$1.9M)
(SCHDcusip808524797)	122.5K	QoQ -4.75% (-6.1K) YoY +154.03% (-74.3K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$731.3M)	QoQ -2.52% (-$88.7K) YoY -11.90% (-$463.0K)
(VGSHcusip92206C102)	58.0K	QoQ NEW(+58.0K) YoY NEW(+58.0K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$731.3M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
(cusip808524508)✕	127.0K	QoQ -0.43% (-552) YoY +155.59% (-77.3K)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$731.3M)	QoQ -5.85% (-$207.1K) YoY -17.76% (-$718.9K)
NETFLIX INC(NFLXcusip64110L106)	3.4K	QoQ +5.39% (+176) YoY +41.49% (+1.0K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$731.3M)	QoQ +10.27% (+$298.5K) YoY +117.26% (+$1.7M)
(IVVcusip464287200)	5.4K	QoQ +4.82% (+250) YoY +123.70% (+3.0K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$731.3M)	QoQ +0.06% (+$1.9K) YoY +139.04% (+$1.8M)
Mastercard Inc(MAcusip57636Q104)	5.5K	QoQ +18.64% (+867) YoY +66.45% (+2.2K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$731.3M)	QoQ +23.49% (+$575.4K) YoY +89.45% (+$1.4M)
Walmart Inc.(WMTcusip931142103)	32.4K	QoQ +2.70% (-855) YoY +38.52% (+9.0K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$731.3M)	QoQ -0.20% (-$5.8K) YoY +102.11% (+$1.4M)
(VOOcusip922908363)	5.2K	QoQ +28.81% (+1.2K) YoY +22.49% (+948)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$731.3M)	QoQ +22.84% (+$493.5K) YoY +30.94% (+$627.0K)