Everhart-Financial-Group

Filing Details

13F-HR2025-03-31
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
Manager Name
Everhart-Financial-Group
Data Enrichment
91% identified
298 identified30 unidentified

Holdings

328 positions • $731.3M total value
Manager:
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CATERPILLAR INC
Shares:4.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$731.3M)
ADVANCED MICRO DEVICES INC
Shares:12.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$731.3M)
STRYKER CORP
Shares:3.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$731.3M)
02072L615
Shares:31.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$731.3M)
Palo Alto Networks Inc
Shares:7.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$731.3M)
Accenture plc
Shares:4.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$731.3M)
Merck & Co., Inc.
Shares:13.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$731.3M)
NISOURCE INC.
Shares:30.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$731.3M)
AMGEN INC
Shares:3.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$731.3M)
FISERV INC
Shares:5.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$731.3M)
GE Vernova Inc.
Shares:3.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$731.3M)
ITT INC.
Shares:8.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$731.3M)
CINTAS CORP
Shares:5.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$731.3M)
922908751
Shares:5.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$731.3M)
AUTOZONE INC
Shares:294
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$731.3M)
S&P Global Inc.
Shares:2.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$731.3M)
PROGRESSIVE CORP/OH/
Shares:4.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$731.3M)
SPDR S&P 500 ETF TRUST
Shares:1.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$731.3M)
AMERICAN EXPRESS CO
Shares:4.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$731.3M)
VERTEX PHARMACEUTICALS INC / MA
Shares:2.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$731.3M)