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 7 of 17

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Walt Disney Co

DIS|254687106

Shares:9.0K

Value:$884.3K

% of Portfolio:0.1% ($884.3K/$731.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:12.0K

Value:$877.3K

% of Portfolio:0.1% ($877.3K/$731.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:12.3K

Value:$871.6K

% of Portfolio:0.1% ($871.6K/$731.3M)

COPART INC

CPRT|217204106

Shares:15.3K

Value:$865.4K

% of Portfolio:0.1% ($865.4K/$731.3M)

46429B697

USMV|46429B697

Shares:9.2K

Value:$859.8K

% of Portfolio:0.1% ($859.8K/$731.3M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:9.8K

Value:$849.8K

% of Portfolio:0.1% ($849.8K/$731.3M)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:4.5K

Value:$846.5K

% of Portfolio:0.1% ($846.5K/$731.3M)

OGE ENERGY CORP.

OGE|670837103

Shares:18.2K

Value:$834.4K

% of Portfolio:0.1% ($834.4K/$731.3M)

ANALOG DEVICES INC

ADI|032654105

Shares:4.1K

Value:$830.1K

% of Portfolio:0.1% ($830.1K/$731.3M)

TransDigm Group INC

TDG|893641100

Shares:599

Value:$828.6K

% of Portfolio:0.1% ($828.6K/$731.3M)

46434G103

IEMG|46434G103

Shares:15.3K

Value:$827.5K

% of Portfolio:0.1% ($827.5K/$731.3M)

808524722

Shares:30.6K

Value:$822.9K

% of Portfolio:0.1% ($822.9K/$731.3M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:54.5K

Value:$818.4K

% of Portfolio:0.1% ($818.4K/$731.3M)

Ares Management Corp

ARES|03990B101

Shares:5.6K

Value:$815.4K

% of Portfolio:0.1% ($815.4K/$731.3M)

UNIVEST FINANCIAL Corp

UVSP|915271100

Shares:28.4K

Value:$806.8K

% of Portfolio:0.1% ($806.8K/$731.3M)

Primerica, Inc.

PRI|74164M108

Shares:2.8K

Value:$804.1K

% of Portfolio:0.1% ($804.1K/$731.3M)

BlackRock, Inc.

BLK|09290D101

Shares:846

Value:$800.7K

% of Portfolio:0.1% ($800.7K/$731.3M)

CNO Financial Group, Inc.

CNO|12621E103

Shares:19.2K

Value:$800.0K

% of Portfolio:0.1% ($800.0K/$731.3M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:3.4K

Value:$784.4K

% of Portfolio:0.1% ($784.4K/$731.3M)

MORGAN STANLEY

MS|617446448

Shares:6.5K

Value:$758.2K

% of Portfolio:0.1% ($758.2K/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	9.0K	QoQ +12.70% (-1.0K) YoY +55.44% (+3.2K)	All Managers (Combined)	$884.3K	0.1% ($884.3K/$731.3M)	QoQ -0.10% (-$907) YoY +25.38% (+$179.0K)
Uber Technologies, Inc(UBERcusip90353T100)	12.0K	QoQ +31.46% (+2.9K) YoY +54.84% (+4.3K)	All Managers (Combined)	$877.3K	0.1% ($877.3K/$731.3M)	QoQ +58.79% (+$324.8K) YoY +46.54% (+$278.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	12.3K	QoQ -1.96% (-246) YoY +73.38% (+5.2K)	All Managers (Combined)	$871.6K	0.1% ($871.6K/$731.3M)	QoQ -3.05% (-$27.5K) YoY +92.32% (+$418.4K)
COPART INC(CPRTcusip217204106)	15.3K	QoQ +1.94% (+292) YoY +19.82% (+2.5K)	All Managers (Combined)	$865.4K	0.1% ($865.4K/$731.3M)	QoQ +0.52% (+$4.5K) YoY +17.07% (+$126.2K)
(USMVcusip46429B697)	9.2K	QoQ -2.08% (-195) YoY +32.96% (+2.3K)	All Managers (Combined)	$859.8K	0.1% ($859.8K/$731.3M)	QoQ +3.29% (-$27.4K) YoY +49.00% (+$282.8K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	9.8K	QoQ +14.89% (+1.3K) YoY +28.92% (+2.2K)	All Managers (Combined)	$849.8K	0.1% ($849.8K/$731.3M)	QoQ +37.20% (+$230.5K) YoY +43.38% (+$257.2K)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	4.5K	QoQ +6.77% (+284) YoY +18.26% (-691)	All Managers (Combined)	$846.5K	0.1% ($846.5K/$731.3M)	QoQ +7.73% (+$60.8K) YoY -12.42% (-$120.1K)
OGE ENERGY CORP.(OGEcusip670837103)	18.2K	QoQ +25.52% (+3.7K) YoY +85.83% (+8.4K)	All Managers (Combined)	$834.4K	0.1% ($834.4K/$731.3M)	QoQ +39.85% (+$237.8K) YoY +149.00% (+$499.3K)
ANALOG DEVICES INC(ADIcusip032654105)	4.1K	QoQ +29.31% (+933) YoY +127.52% (+2.3K)	All Managers (Combined)	$830.1K	0.1% ($830.1K/$731.3M)	QoQ +22.74% (+$153.8K) YoY +131.99% (+$472.3K)
TransDigm Group INC(TDGcusip893641100)	599	QoQ +19.08% (+96) YoY +30.50% (+140)	All Managers (Combined)	$828.6K	0.1% ($828.6K/$731.3M)	QoQ +29.98% (+$191.1K) YoY +46.57% (+$263.3K)
(IEMGcusip46434G103)	15.3K	QoQ +1.94% (+292) YoY +99.53% (+7.6K)	All Managers (Combined)	$827.5K	0.1% ($827.5K/$731.3M)	QoQ +5.35% (+$42.1K) YoY +108.69% (+$431.0K)
(cusip808524722)✕	30.6K	QoQ 0.00% (-0) YoY +100.00% (+15.3K)	All Managers (Combined)	$822.9K	0.1% ($822.9K/$731.3M)	QoQ -4.90% (-$42.5K) YoY +6.25% (+$48.5K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	54.5K	QoQ -2.11% (-1.2K) YoY +1.93% (+1.0K)	All Managers (Combined)	$818.4K	0.1% ($818.4K/$731.3M)	QoQ -9.69% (-$87.9K) YoY +9.68% (+$72.3K)
Ares Management Corp(AREScusip03990B101)	5.6K	QoQ +1.83% (-100) YoY +55.10% (+2.0K)	All Managers (Combined)	$815.4K	0.1% ($815.4K/$731.3M)	QoQ -15.66% (-$151.5K) YoY +71.00% (+$338.6K)
UNIVEST FINANCIAL Corp(UVSPcusip915271100)	28.4K	QoQ +2.93% (-810) YoY +47.71% (+9.2K)	All Managers (Combined)	$806.8K	0.1% ($806.8K/$731.3M)	QoQ -1.08% (-$8.8K) YoY +101.20% (+$405.8K)
Primerica, Inc.(PRIcusip74164M108)	2.8K	QoQ +5.60% (+150) YoY +55.78% (+1.0K)	All Managers (Combined)	$804.1K	0.1% ($804.1K/$731.3M)	QoQ +10.70% (+$77.8K) YoY +75.23% (+$345.2K)
BlackRock, Inc.(BLKcusip09290D101)	846	QoQ +329.44% (+649) YoY NEW(+846)	All Managers (Combined)	$800.7K	0.1% ($800.7K/$731.3M)	QoQ +296.50% (+$598.8K) YoY NEW(+$800.7K)
CNO Financial Group, Inc.(CNOcusip12621E103)	19.2K	QoQ +7.49% (+1.3K) YoY +35.80% (+5.1K)	All Managers (Combined)	$800.0K	0.1% ($800.0K/$731.3M)	QoQ +20.32% (+$135.1K) YoY +105.82% (+$411.3K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	3.4K	QoQ +7.21% (-232) YoY +51.98% (+1.2K)	All Managers (Combined)	$784.4K	0.1% ($784.4K/$731.3M)	QoQ -1.29% (-$10.3K) YoY +62.13% (+$300.6K)
MORGAN STANLEY(MScusip617446448)	6.5K	QoQ -11.86% (-875) YoY +145.70% (+3.9K)	All Managers (Combined)	$758.2K	0.1% ($758.2K/$731.3M)	QoQ -18.21% (-$168.8K) YoY +204.44% (+$509.2K)