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 3 of 17

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921937827

BSV|921937827

Shares:31.4K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$731.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.5K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$731.3M)

921937835

BND|921937835

Shares:31.6K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$731.3M)

25434V302

Shares:87.8K

Value:$2.3M

% of Portfolio:0.3% ($2.3M/$731.3M)

808524201

SCHX|808524201

Shares:94.1K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$731.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:24.4K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$731.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:10.0K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$731.3M)

HOME DEPOT, INC.

HD|437076102

Shares:5.5K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$731.3M)

Philip Morris International Inc.

PM|718172109

Shares:12.2K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$731.3M)

808524607

SCHA|808524607

Shares:79.4K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$731.3M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:3.4K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$731.3M)

ORACLE CORP

ORCL|68389X105

Shares:13.1K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$731.3M)

CHEVRON CORP

CVX|166764100

Shares:10.9K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$731.3M)

922907746

VTEB|922907746

Shares:36.1K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$731.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:10.7K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$731.3M)

46432F842

IEFA|46432F842

Shares:22.7K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$731.3M)

COCA COLA CO

KO|191216100

Shares:23.8K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$731.3M)

Salesforce, Inc.

CRM|79466L302

Shares:6.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$731.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:3.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$731.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:38.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BSVcusip921937827)	31.4K	QoQ +7.20% (+2.1K) YoY +5.38% (+1.6K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$731.3M)	QoQ +8.60% (+$194.4K) YoY +7.59% (+$173.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.5K	QoQ +5.66% (+243) YoY +13.37% (+535)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$731.3M)	QoQ +9.39% (+$204.1K) YoY +20.03% (+$396.4K)
(BNDcusip921937835)	31.6K	QoQ +20.46% (+5.4K) YoY +213.62% (+21.6K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$731.3M)	QoQ +23.04% (+$435.4K) YoY +217.16% (+$1.6M)
(cusip25434V302)✕	87.8K	QoQ NEW(+87.8K) YoY NEW(+87.8K)	All Managers (Combined)	$2.3M	0.3% ($2.3M/$731.3M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(SCHXcusip808524201)	94.1K	QoQ +77.92% (+41.2K) YoY +422.94% (+76.1K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$731.3M)	QoQ +69.48% (+$851.5K) YoY +86.05% (+$960.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	24.4K	QoQ +2.73% (+649) YoY +60.87% (+9.2K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$731.3M)	QoQ +14.64% (+$263.0K) YoY +490.07% (+$1.7M)
GENERAL ELECTRIC CO(GEcusip369604301)	10.0K	QoQ +7.11% (+667) YoY +54.83% (+3.6K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$731.3M)	QoQ +28.53% (+$446.3K) YoY +76.54% (+$871.6K)
HOME DEPOT, INC.(HDcusip437076102)	5.5K	QoQ +1.98% (-107) YoY +36.47% (+1.5K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$731.3M)	QoQ -3.90% (-$81.7K) YoY +30.40% (+$468.7K)
Philip Morris International Inc.(PMcusip718172109)	12.2K	QoQ +6.69% (+768) YoY +103.40% (+6.2K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$731.3M)	QoQ +40.72% (+$562.1K) YoY +252.39% (+$1.4M)
(SCHAcusip808524607)	79.4K	QoQ +0.56% (-449) YoY +57.48% (-29.0K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$731.3M)	QoQ -8.88% (-$181.4K) YoY -25.06% (-$622.6K)
Spotify Technology S.A.(SPOTcusipL8681T102)	3.4K	QoQ +3.59% (+117) YoY +26.52% (+707)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$731.3M)	QoQ +27.36% (+$398.5K) YoY +163.71% (+$1.2M)
ORACLE CORP(ORCLcusip68389X105)	13.1K	QoQ +2.14% (-274) YoY +39.38% (+3.7K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$731.3M)	QoQ -14.30% (-$304.9K) YoY +55.14% (+$649.4K)
CHEVRON CORP(CVXcusip166764100)	10.9K	QoQ +22.34% (+2.0K) YoY +56.74% (+3.9K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$731.3M)	QoQ +41.29% (+$531.0K) YoY +66.22% (+$723.7K)
(VTEBcusip922907746)	36.1K	QoQ +5.52% (+1.9K) YoY -5.53% (-2.1K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$731.3M)	QoQ +4.45% (+$76.3K) YoY -7.36% (-$142.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	10.7K	QoQ +76.33% (+4.6K) YoY +20.77% (+1.8K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$731.3M)	QoQ +102.21% (+$896.2K) YoY +26.61% (+$372.7K)
(IEFAcusip46432F842)	22.7K	QoQ -0.02% (-6) YoY +32.06% (+5.5K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$731.3M)	QoQ +7.61% (-$121.7K) YoY +34.61% (+$442.3K)
COCA COLA CO(KOcusip191216100)	23.8K	QoQ +19.48% (+3.9K) YoY +66.78% (+9.5K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$731.3M)	QoQ +37.44% (+$464.5K) YoY +89.50% (+$805.3K)
Salesforce, Inc.(CRMcusip79466L302)	6.1K	QoQ +6.31% (-363) YoY +39.78% (+1.7K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$731.3M)	QoQ -14.66% (-$282.0K) YoY +24.55% (+$323.5K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	3.3K	QoQ +2.34% (-75) YoY +41.84% (+965)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$731.3M)	QoQ -2.88% (-$48.2K) YoY +76.03% (+$699.7K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	38.7K	QoQ +4.66% (-1.7K) YoY +55.72% (+13.9K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$731.3M)	QoQ -0.62% (-$10.1K) YoY +71.37% (+$672.9K)