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 9 of 17

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464287655

IWM|464287655

Shares:3.2K

Value:$645.8K

% of Portfolio:0.1% ($645.8K/$731.3M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:3.9K

Value:$644.1K

% of Portfolio:0.1% ($644.1K/$731.3M)

HANOVER INSURANCE GROUP, INC.

THG|410867105

Shares:3.7K

Value:$638.9K

% of Portfolio:0.1% ($638.9K/$731.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:8.7K

Value:$635.5K

% of Portfolio:0.1% ($635.5K/$731.3M)

HOME BANCSHARES INC

HOMB|436893200

Shares:22.4K

Value:$633.4K

% of Portfolio:0.1% ($633.4K/$731.3M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:8.0K

Value:$629.4K

% of Portfolio:0.1% ($629.4K/$731.3M)

IDACORP INC

IDA|451107106

Shares:5.3K

Value:$613.1K

% of Portfolio:0.1% ($613.1K/$731.3M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:6.4K

Value:$612.3K

% of Portfolio:0.1% ($612.3K/$731.3M)

464287309

IVW|464287309

Shares:6.5K

Value:$605.7K

% of Portfolio:0.1% ($605.7K/$731.3M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.7K

Value:$599.2K

% of Portfolio:0.1% ($599.2K/$731.3M)

Chubb Ltd

CB|H1467J104

Shares:2.0K

Value:$594.6K

% of Portfolio:0.1% ($594.6K/$731.3M)

Cloudflare, Inc.

NET|18915M107

Shares:5.2K

Value:$585.9K

% of Portfolio:0.1% ($585.9K/$731.3M)

AppLovin Corp

APP|03831W108

Shares:2.2K

Value:$583.7K

% of Portfolio:0.1% ($583.7K/$731.3M)

LENNAR CORP /NEW/

LEN|526057104

Shares:5.1K

Value:$581.6K

% of Portfolio:0.1% ($581.6K/$731.3M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:6.7K

Value:$580.6K

% of Portfolio:0.1% ($580.6K/$731.3M)

FIRST BUSEY CORP /NV/

BUSE|319383204

Shares:26.8K

Value:$579.8K

% of Portfolio:0.1% ($579.8K/$731.3M)

CME GROUP INC.

CME|12572Q105

Shares:2.2K

Value:$577.5K

% of Portfolio:0.1% ($577.5K/$731.3M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:11.5K

Value:$576.3K

% of Portfolio:0.1% ($576.3K/$731.3M)

78464A839

Shares:7.4K

Value:$573.3K

% of Portfolio:0.1% ($573.3K/$731.3M)

92206C599

Shares:2.3K

Value:$566.7K

% of Portfolio:0.1% ($566.7K/$731.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	3.2K	QoQ +28.14% (+711) YoY +56.45% (+1.2K)	All Managers (Combined)	$645.8K	0.1% ($645.8K/$731.3M)	QoQ +15.71% (+$87.7K) YoY +48.46% (+$210.8K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	3.9K	QoQ +8.99% (+320) YoY +65.58% (+1.5K)	All Managers (Combined)	$644.1K	0.1% ($644.1K/$731.3M)	QoQ +5.11% (+$31.3K) YoY +75.73% (+$277.6K)
HANOVER INSURANCE GROUP, INC.(THGcusip410867105)	3.7K	QoQ +4.76% (+167) YoY +47.27% (+1.2K)	All Managers (Combined)	$638.9K	0.1% ($638.9K/$731.3M)	QoQ +17.82% (+$96.7K) YoY +88.13% (+$299.3K)
LAM RESEARCH CORP(LRCXcusip512807306)	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$635.5K	0.1% ($635.5K/$731.3M)	QoQ NEW(+$635.5K) YoY NEW(+$635.5K)
HOME BANCSHARES INC(HOMBcusip436893200)	22.4K	QoQ +11.71% (+2.3K) YoY +98.83% (+11.1K)	All Managers (Combined)	$633.4K	0.1% ($633.4K/$731.3M)	QoQ +11.59% (+$65.8K) YoY +128.78% (+$356.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	8.0K	QoQ +22.96% (+1.5K) YoY +54.42% (+2.8K)	All Managers (Combined)	$629.4K	0.1% ($629.4K/$731.3M)	QoQ +30.06% (+$145.5K) YoY +67.10% (+$252.8K)
IDACORP INC(IDAcusip451107106)	5.3K	QoQ +10.67% (+509) YoY +92.02% (+2.5K)	All Managers (Combined)	$613.1K	0.1% ($613.1K/$731.3M)	QoQ +17.70% (+$92.2K) YoY +140.25% (+$357.9K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	6.4K	QoQ +15.64% (+861) YoY +58.47% (+2.3K)	All Managers (Combined)	$612.3K	0.1% ($612.3K/$731.3M)	QoQ +20.43% (+$103.9K) YoY +64.88% (+$241.0K)
(IVWcusip464287309)	6.5K	QoQ -2.59% (-174) YoY +14.13% (+808)	All Managers (Combined)	$605.7K	0.1% ($605.7K/$731.3M)	QoQ -10.94% (-$74.4K) YoY +25.47% (+$123.0K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.7K	QoQ +5.92% (+96) YoY +65.00% (+676)	All Managers (Combined)	$599.2K	0.1% ($599.2K/$731.3M)	QoQ +8.81% (+$48.5K) YoY +65.88% (+$238.0K)
Chubb Ltd(CBcusipH1467J104)	2.0K	QoQ +11.05% (+196) YoY +23.60% (+376)	All Managers (Combined)	$594.6K	0.1% ($594.6K/$731.3M)	QoQ +21.38% (+$104.7K) YoY +44.04% (+$181.8K)
Cloudflare, Inc.(NETcusip18915M107)	5.2K	QoQ +5.34% (+264) YoY +77.86% (+2.3K)	All Managers (Combined)	$585.9K	0.1% ($585.9K/$731.3M)	QoQ +10.25% (+$54.5K) YoY +106.99% (+$302.8K)
AppLovin Corp(APPcusip03831W108)	2.2K	QoQ -1.38% (-31) YoY NEW(+2.2K)	All Managers (Combined)	$583.7K	0.1% ($583.7K/$731.3M)	QoQ -19.31% (-$139.7K) YoY NEW(+$583.7K)
LENNAR CORP /NEW/(LENcusip526057104)	5.1K	QoQ -1.32% (-68) YoY +11.60% (-527)	All Managers (Combined)	$581.6K	0.1% ($581.6K/$731.3M)	QoQ -16.94% (-$118.7K) YoY -25.51% (-$199.2K)
MICRON TECHNOLOGY INC(MUcusip595112103)	6.7K	QoQ +24.75% (+1.3K) YoY +58.41% (+2.5K)	All Managers (Combined)	$580.6K	0.1% ($580.6K/$731.3M)	QoQ +28.80% (+$129.8K) YoY +16.75% (+$83.3K)
FIRST BUSEY CORP /NV/(BUSEcusip319383204)	26.8K	QoQ -6.93% (-2.0K) YoY +47.10% (+8.6K)	All Managers (Combined)	$579.8K	0.1% ($579.8K/$731.3M)	QoQ -14.71% (-$100.0K) YoY +32.11% (+$140.9K)
CME GROUP INC.(CMEcusip12572Q105)	2.2K	QoQ +7.77% (+157) YoY +58.55% (+804)	All Managers (Combined)	$577.5K	0.1% ($577.5K/$731.3M)	QoQ +23.11% (+$108.4K) YoY +95.38% (+$281.9K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	11.5K	QoQ -25.93% (-4.0K) YoY +4436.75% (-11.2K)	All Managers (Combined)	$576.3K	0.1% ($576.3K/$731.3M)	QoQ -38.32% (-$358.2K) YoY -21.63% (-$159.1K)
(cusip78464A839)✕	7.4K	QoQ +2.40% (-175) YoY +0.97% (+72)	All Managers (Combined)	$573.3K	0.1% ($573.3K/$731.3M)	QoQ -1.60% (-$9.4K) YoY +2.37% (+$13.3K)
(cusip92206C599)✕	2.3K	QoQ 0.00% (-0) YoY NEW(+2.3K)	All Managers (Combined)	$566.7K	0.1% ($566.7K/$731.3M)	QoQ -4.99% (-$29.8K) YoY NEW(+$566.7K)