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 8 of 17

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Marathon Petroleum Corp

MPC|56585A102

Shares:5.2K

Value:$754.5K

% of Portfolio:0.1% ($754.5K/$731.3M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:4.2K

Value:$752.9K

% of Portfolio:0.1% ($752.9K/$731.3M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.1K

Value:$743.9K

% of Portfolio:0.1% ($743.9K/$731.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:16.3K

Value:$741.5K

% of Portfolio:0.1% ($741.5K/$731.3M)

808524706

Shares:26.5K

Value:$730.8K

% of Portfolio:0.1% ($730.8K/$731.3M)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:18.5K

Value:$725.6K

% of Portfolio:0.1% ($725.6K/$731.3M)

SYNOPSYS INC

SNPS|871607107

Shares:1.7K

Value:$724.8K

% of Portfolio:0.1% ($724.8K/$731.3M)

QUALCOMM INC/DE

QCOM|747525103

Shares:4.6K

Value:$713.7K

% of Portfolio:0.1% ($713.7K/$731.3M)

SHOPIFY INC.

SHOP|82509L107

Shares:7.4K

Value:$708.6K

% of Portfolio:0.1% ($708.6K/$731.3M)

Cigna Group

CI|125523100

Shares:2.1K

Value:$703.1K

% of Portfolio:0.1% ($703.1K/$731.3M)

78464A300

Shares:8.7K

Value:$683.0K

% of Portfolio:0.1% ($683.0K/$731.3M)

STAG Industrial, Inc.

STAG|85254J102

Shares:18.9K

Value:$681.5K

% of Portfolio:0.1% ($681.5K/$731.3M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:2.9K

Value:$680.5K

% of Portfolio:0.1% ($680.5K/$731.3M)

BOEING CO

BA|097023105

Shares:4.0K

Value:$675.5K

% of Portfolio:0.1% ($675.5K/$731.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.4K

Value:$673.9K

% of Portfolio:0.1% ($673.9K/$731.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.2K

Value:$668.7K

% of Portfolio:0.1% ($668.7K/$731.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.5K

Value:$655.8K

% of Portfolio:0.1% ($655.8K/$731.3M)

25434V401

Shares:10.8K

Value:$655.0K

% of Portfolio:0.1% ($655.0K/$731.3M)

KROGER CO

KR|501044101

Shares:9.7K

Value:$653.5K

% of Portfolio:0.1% ($653.5K/$731.3M)

HEICO CORP

HEI-A|422806208

Shares:3.1K

Value:$651.9K

% of Portfolio:0.1% ($651.9K/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marathon Petroleum Corp(MPCcusip56585A102)	5.2K	QoQ +17.65% (+777) YoY -8.20% (-463)	All Managers (Combined)	$754.5K	0.1% ($754.5K/$731.3M)	QoQ +22.87% (+$140.4K) YoY -33.63% (-$382.3K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	4.2K	QoQ +12.18% (+455) YoY +148.81% (+2.5K)	All Managers (Combined)	$752.9K	0.1% ($752.9K/$731.3M)	QoQ +7.50% (+$52.6K) YoY +156.65% (+$459.6K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.1K	QoQ -14.60% (-361) YoY +3.63% (+74)	All Managers (Combined)	$743.9K	0.1% ($743.9K/$731.3M)	QoQ -12.00% (-$101.5K) YoY +13.97% (+$91.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	16.3K	QoQ -13.28% (-2.5K) YoY +126.48% (+9.1K)	All Managers (Combined)	$741.5K	0.1% ($741.5K/$731.3M)	QoQ -1.64% (-$12.4K) YoY +144.83% (+$438.7K)
(cusip808524706)✕	26.5K	QoQ -0.49% (-132) YoY -6.97% (-2.0K)	All Managers (Combined)	$730.8K	0.1% ($730.8K/$731.3M)	QoQ +3.01% (-$21.4K) YoY +1.57% (-$11.3K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	18.5K	QoQ +9.90% (+1.7K) YoY +59.15% (+6.9K)	All Managers (Combined)	$725.6K	0.1% ($725.6K/$731.3M)	QoQ +19.10% (+$116.4K) YoY +103.19% (+$368.5K)
SYNOPSYS INC(SNPScusip871607107)	1.7K	QoQ -17.60% (-361) YoY -20.24% (-429)	All Managers (Combined)	$724.8K	0.1% ($724.8K/$731.3M)	QoQ -27.19% (-$270.7K) YoY -40.15% (-$486.3K)
QUALCOMM INC/DE(QCOMcusip747525103)	4.6K	QoQ +67.24% (+1.9K) YoY +88.17% (+2.2K)	All Managers (Combined)	$713.7K	0.1% ($713.7K/$731.3M)	QoQ +67.23% (+$286.9K) YoY +70.73% (+$295.7K)
SHOPIFY INC.(SHOPcusip82509L107)	7.4K	QoQ 0.00% (-0) YoY +0.55% (+41)	All Managers (Combined)	$708.6K	0.1% ($708.6K/$731.3M)	QoQ -10.20% (-$80.5K) YoY +24.41% (+$139.0K)
Cigna Group(CIcusip125523100)	2.1K	QoQ +57.24% (+778) YoY +55.87% (+766)	All Managers (Combined)	$703.1K	0.1% ($703.1K/$731.3M)	QoQ +87.34% (+$327.8K) YoY +41.19% (+$205.1K)
(cusip78464A300)✕	8.7K	QoQ -0.04% (-4) YoY -1.12% (-99)	All Managers (Combined)	$683.0K	0.1% ($683.0K/$731.3M)	QoQ -10.18% (-$77.4K) YoY -6.57% (-$48.0K)
STAG Industrial, Inc.(STAGcusip85254J102)	18.9K	QoQ +21.26% (+3.3K) YoY +44.73% (+5.8K)	All Managers (Combined)	$681.5K	0.1% ($681.5K/$731.3M)	QoQ +29.51% (+$155.3K) YoY +36.00% (+$180.4K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	2.9K	QoQ +11.87% (+305) YoY +31.91% (+695)	All Managers (Combined)	$680.5K	0.1% ($680.5K/$731.3M)	QoQ +12.90% (+$77.8K) YoY +22.58% (+$125.4K)
BOEING CO(BAcusip097023105)	4.0K	QoQ +31.85% (+957) YoY +78.10% (+1.7K)	All Managers (Combined)	$675.5K	0.1% ($675.5K/$731.3M)	QoQ +27.05% (+$143.8K) YoY +57.39% (+$246.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.4K	QoQ -3.75% (-56) YoY +90.58% (+683)	All Managers (Combined)	$673.9K	0.1% ($673.9K/$731.3M)	QoQ -11.71% (-$89.4K) YoY +101.30% (+$339.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.2K	QoQ -16.69% (-633) YoY +54.57% (+1.1K)	All Managers (Combined)	$668.7K	0.1% ($668.7K/$731.3M)	QoQ -21.90% (-$187.6K) YoY +59.47% (+$249.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.5K	QoQ +8.74% (-118) YoY +30.37% (+342)	All Managers (Combined)	$655.8K	0.1% ($655.8K/$731.3M)	QoQ -0.03% (-$249) YoY +28.03% (+$143.6K)
(cusip25434V401)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$655.0K	0.1% ($655.0K/$731.3M)	QoQ NEW(+$655.0K) YoY NEW(+$655.0K)
KROGER CO(KRcusip501044101)	9.7K	QoQ +15.72% (+1.3K) YoY +104.33% (+4.9K)	All Managers (Combined)	$653.5K	0.1% ($653.5K/$731.3M)	QoQ +28.10% (+$143.4K) YoY +142.10% (+$383.6K)
HEICO CORP(HEI-Acusip422806208)	3.1K	QoQ +10.83% (+302) YoY +70.06% (+1.3K)	All Managers (Combined)	$651.9K	0.1% ($651.9K/$731.3M)	QoQ +25.65% (+$133.1K) YoY +133.06% (+$372.2K)