Everhart Financial Group

Everhart Financial Group as of June 30, 2022

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 187 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 9.9 $16M 87k 188.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.7 $9.3M 211k 44.19
Vanguard Index Fds Value Etf (VTV) 3.8 $6.2M 47k 131.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.6 $5.9M 101k 57.99
Apple (AAPL) 3.0 $5.0M 36k 136.71
Microsoft Corporation (MSFT) 2.6 $4.2M 17k 256.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $4.2M 58k 71.62
Vanguard Index Fds Growth Etf (VUG) 2.3 $3.8M 17k 222.88
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $3.7M 59k 62.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $3.3M 78k 41.65
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $2.9M 32k 91.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $2.9M 20k 149.83
Ishares Tr National Mun Etf (MUB) 1.7 $2.8M 27k 106.38
Procter & Gamble Company (PG) 1.7 $2.7M 19k 143.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $2.5M 64k 38.99
Amazon (AMZN) 1.4 $2.4M 22k 106.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.3 $2.1M 34k 62.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $2.0M 12k 175.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $1.8M 14k 129.52
Tesla Motors (TSLA) 1.1 $1.7M 2.6k 673.14
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $1.7M 8.6k 197.01
JPMorgan Chase & Co. (JPM) 1.0 $1.7M 15k 112.61
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.0 $1.6M 40k 40.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $1.5M 61k 25.37
Johnson & Johnson (JNJ) 0.9 $1.5M 8.5k 177.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.5M 14k 104.68
Exxon Mobil Corporation (XOM) 0.8 $1.4M 16k 85.64
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.2M 568.00 2179.58
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.2M 559.00 2186.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.2M 24k 51.64
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.1M 20k 58.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.1M 3.3k 346.80
UnitedHealth (UNH) 0.7 $1.1M 2.2k 513.67
NVIDIA Corporation (NVDA) 0.7 $1.1M 7.2k 151.58
Ishares Tr Core S&p500 Etf (IVV) 0.6 $989k 2.6k 379.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $969k 3.6k 272.88
Pepsi (PEP) 0.6 $929k 5.6k 166.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $923k 21k 44.69
Abbvie (ABBV) 0.5 $853k 5.6k 153.06
Visa Com Cl A (V) 0.5 $810k 4.1k 197.08
Eli Lilly & Co. (LLY) 0.5 $799k 2.5k 324.27
Pfizer (PFE) 0.5 $753k 14k 52.46
Bank of America Corporation (BAC) 0.4 $723k 23k 31.14
McDonald's Corporation (MCD) 0.4 $712k 2.9k 246.79
Costco Wholesale Corporation (COST) 0.4 $708k 1.5k 479.03
Vanguard Index Fds Small Cp Etf (VB) 0.4 $698k 4.0k 176.00
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.4 $687k 19k 36.47
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $673k 3.4k 197.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $671k 6.6k 101.67
Home Depot (HD) 0.4 $658k 2.4k 274.05
Nextera Energy (NEE) 0.4 $656k 8.5k 77.50
CSX Corporation (CSX) 0.4 $651k 22k 29.05
Chevron Corporation (CVX) 0.4 $639k 4.4k 144.60
Coca-Cola Company (KO) 0.4 $634k 10k 62.92
salesforce (CRM) 0.4 $620k 3.8k 165.16
Accenture Plc Ireland Shs Class A (ACN) 0.4 $619k 2.2k 277.70
Huntington Bancshares Incorporated (HBAN) 0.4 $608k 51k 12.02
At&t (T) 0.4 $596k 28k 20.99
Thermo Fisher Scientific (TMO) 0.4 $595k 1.1k 543.38
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.4 $590k 12k 51.34
Mastercard Incorporated Cl A (MA) 0.4 $588k 1.9k 315.62
Adobe Systems Incorporated (ADBE) 0.4 $588k 1.6k 365.90
International Business Machines (IBM) 0.3 $575k 4.1k 141.17
Anthem (ELV) 0.3 $575k 1.2k 482.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $561k 11k 49.94
Merck & Co (MRK) 0.3 $556k 6.1k 91.30
Synopsys (SNPS) 0.3 $555k 1.8k 303.44
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $551k 10k 53.85
Norfolk Southern (NSC) 0.3 $545k 2.4k 227.27
Occidental Petroleum Corporation (OXY) 0.3 $543k 9.2k 58.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $535k 1.4k 377.29
Verizon Communications (VZ) 0.3 $517k 10k 50.68
The Trade Desk Com Cl A (TTD) 0.3 $514k 12k 41.90
Agilon Health (AGL) 0.3 $506k 23k 21.83
Philip Morris International (PM) 0.3 $502k 5.1k 98.66
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $494k 23k 21.11
Honeywell International (HON) 0.3 $480k 2.8k 173.79
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $471k 6.7k 70.26
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $469k 5.1k 91.46
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $464k 7.5k 62.10
Bristol Myers Squibb (BMY) 0.3 $460k 6.0k 76.99
Danaher Corporation (DHR) 0.3 $454k 1.8k 253.35
American Tower Reit (AMT) 0.3 $451k 1.8k 255.52
Comcast Corp Cl A (CMCSA) 0.3 $445k 11k 39.25
Abbott Laboratories (ABT) 0.3 $442k 4.1k 108.63
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $437k 6.0k 72.47
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.3 $428k 15k 28.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $425k 5.7k 75.14
BlackRock (BLK) 0.3 $422k 692.00 609.83
Advanced Micro Devices (AMD) 0.3 $418k 5.5k 76.32
Amgen (AMGN) 0.3 $418k 1.7k 243.16
Servicenow (NOW) 0.3 $414k 871.00 475.32
AutoZone (AZO) 0.2 $407k 189.00 2153.44
Wal-Mart Stores (WMT) 0.2 $404k 3.3k 121.61
Intuit (INTU) 0.2 $403k 1.0k 385.28
Lockheed Martin Corporation (LMT) 0.2 $395k 920.00 429.35
Marathon Petroleum Corp (MPC) 0.2 $395k 4.8k 82.10
Cadence Design Systems (CDNS) 0.2 $388k 2.6k 150.21
Ishares Core Msci Emkt (IEMG) 0.2 $387k 7.9k 49.01
Broadcom (AVGO) 0.2 $384k 789.00 486.69
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $382k 6.3k 60.41
CVS Caremark Corporation (CVS) 0.2 $382k 4.1k 92.67
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $378k 4.9k 77.67
Meta Platforms Cl A (META) 0.2 $376k 2.3k 161.30
Raytheon Technologies Corp (RTX) 0.2 $374k 3.9k 96.09
Us Bancorp Del Com New (USB) 0.2 $367k 8.0k 46.02
Oracle Corporation (ORCL) 0.2 $357k 5.1k 69.82
Cisco Systems (CSCO) 0.2 $354k 8.3k 42.63
Texas Instruments Incorporated (TXN) 0.2 $346k 2.2k 154.05
Nike CL B (NKE) 0.2 $344k 3.4k 102.32
Duke Energy Corp Com New (DUK) 0.2 $337k 3.1k 107.32
Prologis (PLD) 0.2 $334k 2.8k 117.40
Automatic Data Processing (ADP) 0.2 $330k 1.6k 209.52
Boeing Company (BA) 0.2 $320k 2.3k 136.64
Analog Devices (ADI) 0.2 $317k 2.2k 146.08
S&p Global (SPGI) 0.2 $312k 925.00 337.30
United Parcel Service CL B (UPS) 0.2 $310k 1.7k 182.03
Crowdstrike Hldgs Cl A (CRWD) 0.2 $306k 1.8k 168.50
Kroger (KR) 0.2 $303k 6.4k 47.37
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $300k 1.1k 281.43
McKesson Corporation (MCK) 0.2 $291k 893.00 325.87
Nasdaq Omx (NDAQ) 0.2 $288k 1.9k 152.95
Becton, Dickinson and (BDX) 0.2 $286k 1.2k 246.76
Cigna Corp (CI) 0.2 $283k 1.1k 263.75
Air Products & Chemicals (APD) 0.2 $276k 1.1k 240.63
Lowe's Companies (LOW) 0.2 $275k 1.6k 174.27
Walt Disney Company (DIS) 0.2 $272k 2.9k 94.38
Dollar General (DG) 0.2 $269k 1.1k 245.89
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.2 $263k 9.5k 27.64
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $261k 2.2k 118.58
Central Garden & Pet (CENT) 0.2 $258k 6.1k 42.38
Starbucks Corporation (SBUX) 0.2 $257k 3.4k 76.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $256k 8.2k 31.36
Central Garden & Pet Cl A Non-vtg (CENTA) 0.2 $255k 6.4k 39.94
Qualcomm (QCOM) 0.2 $255k 2.0k 127.95
Caterpillar (CAT) 0.2 $255k 1.4k 178.57
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $252k 4.0k 63.41
TJX Companies (TJX) 0.2 $252k 4.5k 55.88
Lincoln Electric Holdings (LECO) 0.2 $251k 2.0k 123.28
Zoetis Cl A (ZTS) 0.2 $247k 1.4k 172.37
Paypal Holdings (PYPL) 0.2 $247k 3.5k 70.01
Applied Materials (AMAT) 0.1 $243k 2.7k 91.01
Crown Castle Intl (CCI) 0.1 $242k 1.4k 168.29
Morgan Stanley Com New (MS) 0.1 $242k 3.2k 76.03
Shopify Cl A (SHOP) 0.1 $242k 7.7k 31.27
CoStar (CSGP) 0.1 $241k 4.0k 60.58
Deere & Company (DE) 0.1 $240k 803.00 298.88
American Electric Power Company (AEP) 0.1 $236k 2.5k 96.33
American Express Company (AXP) 0.1 $235k 1.7k 138.64
Goldman Sachs (GS) 0.1 $235k 791.00 297.09
Mondelez Intl Cl A (MDLZ) 0.1 $235k 3.8k 62.20
Charles Schwab Corporation (SCHW) 0.1 $231k 3.6k 63.32
Fidelity National Information Services (FIS) 0.1 $230k 2.5k 91.60
Humana (HUM) 0.1 $230k 491.00 468.43
Intuitive Surgical Com New (ISRG) 0.1 $229k 1.1k 200.88
Chubb (CB) 0.1 $227k 1.2k 196.37
Cintas Corporation (CTAS) 0.1 $225k 603.00 373.13
Quanta Services (PWR) 0.1 $223k 1.8k 125.35
LTC Properties (LTC) 0.1 $221k 5.8k 38.31
AvalonBay Communities (AVB) 0.1 $220k 1.1k 194.17
Stryker Corporation (SYK) 0.1 $220k 1.1k 199.09
Phillips 66 (PSX) 0.1 $219k 2.7k 81.84
Keysight Technologies (KEYS) 0.1 $218k 1.6k 138.06
Williams Companies (WMB) 0.1 $217k 7.0k 31.14
Edwards Lifesciences (EW) 0.1 $216k 2.3k 95.32
NiSource (NI) 0.1 $214k 7.3k 29.51
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $214k 2.5k 85.09
Agilent Technologies Inc C ommon (A) 0.1 $213k 1.8k 118.93
AmerisourceBergen (COR) 0.1 $212k 1.5k 141.62
Lam Research Corporation (LRCX) 0.1 $212k 497.00 426.56
Hubbell (HUBB) 0.1 $212k 1.2k 178.75
Cme (CME) 0.1 $212k 1.0k 204.83
Wells Fargo & Company (WFC) 0.1 $211k 5.4k 39.18
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $209k 3.6k 57.31
Ishares Tr Russell 2000 Etf (IWM) 0.1 $207k 1.2k 169.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $207k 3.2k 64.63
Seagen 0.1 $204k 1.2k 176.47
Ida (IDA) 0.1 $204k 1.9k 105.81
Hanover Insurance (THG) 0.1 $203k 1.4k 146.15
Wendy's/arby's Group (WEN) 0.1 $200k 11k 18.95
Activision Blizzard 0.1 $200k 2.6k 78.25
Hope Ban (HOPE) 0.1 $159k 12k 13.88
Ford Motor Company (F) 0.1 $158k 14k 11.12
Ondas Hldgs Com New (ONDS) 0.1 $98k 18k 5.41
Carnival Corp Common Stock (CCL) 0.1 $87k 10k 8.65
Sorrento Therapeutics Com New (SRNEQ) 0.0 $24k 12k 2.05
Conformis 0.0 $4.0k 10k 0.40