Everhart Financial Group

Everhart Financial Group as of Dec. 31, 2023

Portfolio Holdings for Everhart Financial Group

Everhart Financial Group holds 240 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 10.0 $28M 121k 234.27
Apple (AAPL) 4.4 $13M 65k 192.53
Microsoft Corporation (MSFT) 4.0 $11M 30k 376.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.5 $10M 120k 82.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $9.2M 165k 55.67
Vanguard Index Fds Value Etf (VTV) 3.2 $8.9M 60k 149.50
Vanguard Index Fds Growth Etf (VUG) 2.8 $7.9M 25k 310.88
NVIDIA Corporation (NVDA) 2.4 $6.8M 14k 495.22
Amazon (AMZN) 1.8 $5.0M 33k 151.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $4.2M 23k 179.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $4.1M 101k 41.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $4.0M 52k 76.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $3.8M 50k 75.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $3.5M 16k 219.57
JPMorgan Chase & Co. (JPM) 1.2 $3.4M 20k 170.10
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $3.3M 48k 70.10
Meta Platforms Cl A (META) 1.2 $3.3M 9.3k 353.96
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $3.3M 37k 88.36
Ishares Tr Russell 3000 Etf (IWV) 1.2 $3.3M 12k 273.74
Procter & Gamble Company (PG) 1.1 $3.1M 21k 146.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $2.9M 12k 241.76
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.8M 20k 139.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $2.8M 48k 57.96
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.0 $2.8M 19k 145.01
Tesla Motors (TSLA) 0.9 $2.6M 11k 248.48
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.6M 18k 140.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.5M 7.0k 356.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $2.5M 32k 77.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $2.4M 51k 47.24
Eli Lilly & Co. (LLY) 0.8 $2.3M 3.9k 582.92
Exxon Mobil Corporation (XOM) 0.7 $2.1M 21k 99.98
UnitedHealth (UNH) 0.7 $2.0M 3.8k 526.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $2.0M 39k 51.05
Ishares Tr Rus 1000 Etf (IWB) 0.7 $1.9M 7.2k 262.26
Visa Com Cl A (V) 0.7 $1.9M 7.2k 260.33
Broadcom (AVGO) 0.6 $1.7M 1.5k 1116.25
Costco Wholesale Corporation (COST) 0.6 $1.6M 2.5k 660.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.6M 3.6k 436.74
Adobe Systems Incorporated (ADBE) 0.5 $1.5M 2.5k 596.60
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.4M 2.9k 477.66
Advanced Micro Devices (AMD) 0.5 $1.3M 9.0k 147.41
Home Depot (HD) 0.5 $1.3M 3.8k 346.59
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.5 $1.3M 33k 40.38
The Trade Desk Com Cl A (TTD) 0.5 $1.3M 18k 71.96
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M 26k 47.90
McDonald's Corporation (MCD) 0.4 $1.2M 4.1k 296.49
Mastercard Incorporated Cl A (MA) 0.4 $1.2M 2.9k 426.51
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.2M 5.2k 232.63
Pepsi (PEP) 0.4 $1.2M 7.0k 169.84
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.2M 11k 105.43
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.1M 16k 70.35
Intuit (INTU) 0.4 $1.1M 1.8k 625.03
Wal-Mart Stores (WMT) 0.4 $1.1M 6.9k 157.64
Johnson & Johnson (JNJ) 0.4 $1.1M 6.9k 156.73
Netflix (NFLX) 0.4 $1.1M 2.2k 486.88
Abbvie (ABBV) 0.4 $1.0M 6.6k 154.97
Merck & Co (MRK) 0.4 $1.0M 9.3k 109.02
salesforce (CRM) 0.4 $1.0M 3.8k 263.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $978k 17k 56.40
CSX Corporation (CSX) 0.3 $972k 28k 34.67
Vanguard Index Fds Small Cp Etf (VB) 0.3 $969k 4.5k 213.32
Ishares Tr National Mun Etf (MUB) 0.3 $949k 8.8k 108.41
Intel Corporation (INTC) 0.3 $927k 18k 50.25
Accenture Plc Ireland Shs Class A (ACN) 0.3 $922k 2.6k 350.91
Cadence Design Systems (CDNS) 0.3 $895k 3.3k 272.37
Comcast Corp Cl A (CMCSA) 0.3 $865k 20k 43.85
Synopsys (SNPS) 0.3 $862k 1.7k 514.91
Chevron Corporation (CVX) 0.3 $809k 5.4k 149.17
Ea Series Trust Strive 1000 Grwt (STXG) 0.3 $805k 24k 33.97
Lowe's Companies (LOW) 0.3 $795k 3.6k 222.55
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $793k 32k 24.79
Ea Series Trust Strive 1000 Valu (STXV) 0.3 $787k 30k 26.66
Exp World Holdings Inc equities (EXPI) 0.3 $762k 49k 15.52
Oracle Corporation (ORCL) 0.3 $755k 7.2k 105.43
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $753k 9.0k 83.31
Lincoln Electric Holdings (LECO) 0.3 $744k 3.4k 217.46
Stryker Corporation (SYK) 0.3 $731k 2.4k 299.46
Applied Materials (AMAT) 0.3 $731k 4.5k 162.07
Huntington Bancshares Incorporated (HBAN) 0.3 $723k 57k 12.72
Cisco Systems (CSCO) 0.3 $721k 14k 50.52
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.3 $710k 15k 46.06
Royal Caribbean Cruises (RCL) 0.2 $704k 5.4k 129.49
International Business Machines (IBM) 0.2 $686k 4.2k 163.54
Booking Holdings (BKNG) 0.2 $678k 191.00 3547.22
Itt (ITT) 0.2 $670k 5.6k 119.32
Servicenow (NOW) 0.2 $670k 948.00 706.49
Bank of America Corporation (BAC) 0.2 $667k 20k 33.67
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $665k 5.8k 115.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $663k 1.4k 475.24
Intuitive Surgical Com New (ISRG) 0.2 $658k 2.0k 337.36
Palo Alto Networks (PANW) 0.2 $642k 2.2k 294.88
Coca-Cola Company (KO) 0.2 $641k 10k 61.37
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $624k 8.2k 76.38
S&p Global (SPGI) 0.2 $603k 1.4k 440.52
Ea Series Trust Strive 500 Etf (STRV) 0.2 $603k 20k 30.57
Marathon Petroleum Corp (MPC) 0.2 $596k 4.0k 148.36
Abbott Laboratories (ABT) 0.2 $585k 5.3k 110.07
Quanta Services (PWR) 0.2 $584k 2.7k 215.80
At&t (T) 0.2 $580k 35k 16.78
General Electric Com New (GE) 0.2 $576k 4.5k 127.63
Shopify Cl A (SHOP) 0.2 $568k 7.3k 77.90
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $562k 22k 25.30
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $554k 7.6k 73.38
Lennar Corp Cl A (LEN) 0.2 $554k 3.7k 149.04
Boeing Company (BA) 0.2 $546k 2.1k 260.66
Nvent Electric SHS (NVT) 0.2 $532k 9.0k 59.09
AutoZone (AZO) 0.2 $530k 205.00 2585.61
Amgen (AMGN) 0.2 $527k 1.8k 288.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $517k 14k 36.96
Duke Energy Corp Com New (DUK) 0.2 $515k 5.3k 97.04
Cintas Corporation (CTAS) 0.2 $507k 841.00 602.66
IDEXX Laboratories (IDXX) 0.2 $506k 912.00 555.05
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $499k 6.4k 78.03
McKesson Corporation (MCK) 0.2 $498k 1.1k 462.98
Caterpillar (CAT) 0.2 $496k 1.7k 295.67
Norfolk Southern (NSC) 0.2 $490k 2.1k 236.38
TJX Companies (TJX) 0.2 $479k 5.1k 93.81
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $475k 1.2k 406.89
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $473k 23k 20.71
Hubbell (HUBB) 0.2 $472k 1.4k 328.93
Us Bancorp Del Com New (USB) 0.2 $462k 11k 43.28
Starbucks Corporation (SBUX) 0.2 $461k 4.8k 96.01
ConocoPhillips (COP) 0.2 $460k 4.0k 116.08
American Intl Group Com New (AIG) 0.2 $459k 6.8k 67.75
Walt Disney Company (DIS) 0.2 $456k 5.1k 90.28
Prologis (PLD) 0.2 $451k 3.4k 133.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $450k 6.1k 73.56
Anthem (ELV) 0.2 $447k 948.00 471.56
Lockheed Martin Corporation (LMT) 0.2 $446k 985.00 453.24
Spotify Technology S A SHS (SPOT) 0.2 $444k 2.4k 187.91
Stag Industrial (STAG) 0.2 $441k 11k 39.26
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $441k 5.3k 83.62
Boston Scientific Corporation (BSX) 0.2 $438k 7.6k 57.81
TransDigm Group Incorporated (TDG) 0.2 $434k 429.00 1011.60
New York Community Ban (NYCB) 0.2 $427k 42k 10.23
Uber Technologies (UBER) 0.1 $419k 6.8k 61.57
AmerisourceBergen (COR) 0.1 $419k 2.0k 205.38
Phillips 66 (PSX) 0.1 $413k 3.1k 133.14
Wells Fargo & Company (WFC) 0.1 $408k 8.3k 49.22
Goldman Sachs (GS) 0.1 $405k 1.1k 385.77
Ishares Core Msci Emkt (IEMG) 0.1 $400k 7.9k 50.58
Copart (CPRT) 0.1 $384k 7.8k 49.00
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $378k 11k 33.73
Welltower Inc Com reit (WELL) 0.1 $374k 4.1k 90.17
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $371k 3.1k 118.92
Schlumberger Com Stk (SLB) 0.1 $368k 7.1k 52.04
Pulte (PHM) 0.1 $368k 3.6k 103.22
BlackRock (BLK) 0.1 $365k 450.00 811.80
Occidental Petroleum Corporation (OXY) 0.1 $364k 6.1k 59.71
Linde SHS (LIN) 0.1 $364k 885.00 410.71
Regeneron Pharmaceuticals (REGN) 0.1 $361k 411.00 878.29
Hilton Worldwide Holdings (HLT) 0.1 $359k 2.0k 182.09
Rush Enterprises CL B (RUSHB) 0.1 $358k 6.8k 52.98
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $357k 3.9k 91.39
Oge Energy Corp (OGE) 0.1 $357k 10k 34.93
Lam Research Corporation (LRCX) 0.1 $356k 455.00 783.26
American Express Company (AXP) 0.1 $356k 1.9k 187.34
Chipotle Mexican Grill (CMG) 0.1 $348k 152.00 2286.96
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $347k 6.7k 51.63
Deere & Company (DE) 0.1 $347k 867.00 399.87
First Busey Corp Com New (BUSE) 0.1 $343k 14k 24.82
Honeywell International (HON) 0.1 $339k 1.6k 209.71
Union Pacific Corporation (UNP) 0.1 $333k 1.4k 245.62
Primerica (PRI) 0.1 $332k 1.6k 205.76
Philip Morris International (PM) 0.1 $331k 3.5k 94.08
CNO Financial (CNO) 0.1 $331k 12k 27.90
Darling International (DAR) 0.1 $331k 6.6k 49.84
Super Micro Computer (SMCI) 0.1 $329k 1.2k 284.26
Chubb (CB) 0.1 $321k 1.4k 226.00
CoStar (CSGP) 0.1 $318k 3.6k 87.39
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $316k 4.1k 77.73
Old Republic International Corporation (ORI) 0.1 $314k 11k 29.40
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $313k 2.5k 124.97
Automatic Data Processing (ADP) 0.1 $311k 1.3k 232.97
Fortune Brands (FBIN) 0.1 $310k 4.1k 76.14
stock 0.1 $310k 2.0k 152.35
Dupont De Nemours (DD) 0.1 $309k 4.0k 76.93
United Rentals (URI) 0.1 $305k 532.00 573.42
Lululemon Athletica (LULU) 0.1 $301k 589.00 511.29
Mongodb Cl A (MDB) 0.1 $300k 733.00 408.85
Delta Air Lines Inc Del Com New (DAL) 0.1 $297k 7.4k 40.23
Nextera Energy (NEE) 0.1 $294k 4.8k 60.74
Analog Devices (ADI) 0.1 $294k 1.5k 198.56
Air Products & Chemicals (APD) 0.1 $292k 1.1k 273.80
Qualcomm (QCOM) 0.1 $290k 2.0k 144.63
Campbell Soup Company (CPB) 0.1 $289k 6.7k 43.23
Williams Companies (WMB) 0.1 $286k 8.2k 34.83
Sherwin-Williams Company (SHW) 0.1 $285k 913.00 311.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $282k 688.00 409.52
Micron Technology (MU) 0.1 $281k 3.3k 85.34
Nike CL B (NKE) 0.1 $280k 2.6k 108.57
Globe Life (GL) 0.1 $277k 2.3k 121.72
Select Sector Spdr Tr Technology (XLK) 0.1 $275k 1.4k 192.48
CVS Caremark Corporation (CVS) 0.1 $275k 3.5k 78.96
Charles Schwab Corporation (SCHW) 0.1 $275k 4.0k 68.80
Cme (CME) 0.1 $273k 1.3k 210.60
Raytheon Technologies Corp (RTX) 0.1 $270k 3.2k 84.14
Doordash Cl A (DASH) 0.1 $270k 2.7k 98.89
Hanover Insurance (THG) 0.1 $269k 2.2k 121.42
Madrigal Pharmaceuticals (MDGL) 0.1 $265k 1.1k 231.38
Parker-Hannifin Corporation (PH) 0.1 $262k 569.00 460.70
Fiserv (FI) 0.1 $262k 2.0k 132.84
Freeport-mcmoran CL B (FCX) 0.1 $259k 6.1k 42.57
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $258k 5.5k 46.63
Simon Property (SPG) 0.1 $258k 1.8k 142.64
Zoetis Cl A (ZTS) 0.1 $257k 1.3k 197.37
Agilon Health (AGL) 0.1 $252k 20k 12.55
Vishay Intertechnology (VSH) 0.1 $251k 11k 23.97
Univest Corp. of PA (UVSP) 0.1 $249k 11k 22.03
Cheniere Energy Com New (LNG) 0.1 $243k 1.4k 170.71
Aon Shs Cl A (AON) 0.1 $240k 826.00 291.02
Ea Series Trust Strive Sml Cap (STXK) 0.1 $239k 8.2k 29.05
Heico Corp Cl A (HEI.A) 0.1 $238k 1.7k 142.44
NiSource (NI) 0.1 $237k 8.9k 26.55
Crowdstrike Hldgs Cl A (CRWD) 0.1 $233k 914.00 255.32
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $233k 618.00 376.87
Thermo Fisher Scientific (TMO) 0.1 $231k 436.00 530.79
Trane Technologies SHS (TT) 0.1 $231k 945.00 243.90
Verizon Communications (VZ) 0.1 $230k 6.1k 37.70
Western Digital (WDC) 0.1 $229k 4.4k 52.37
Centene Corporation (CNC) 0.1 $228k 3.1k 74.21
Danaher Corporation (DHR) 0.1 $227k 983.00 231.34
Ida (IDA) 0.1 $227k 2.3k 98.32
Prudential Financial (PRU) 0.1 $226k 2.2k 103.71
Matthews Intl Corp Cl A (MATW) 0.1 $225k 6.1k 36.65
Palantir Technologies Cl A (PLTR) 0.1 $219k 13k 17.17
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $218k 2.6k 85.06
Ford Motor Company (F) 0.1 $218k 18k 12.19
Ishares Tr Russell 2000 Etf (IWM) 0.1 $218k 1.1k 200.71
Workday Cl A (WDAY) 0.1 $217k 786.00 276.06
Cigna Corp (CI) 0.1 $216k 722.00 299.45
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $213k 3.0k 70.28
Akamai Technologies (AKAM) 0.1 $210k 1.8k 118.35
Texas Instruments Incorporated (TXN) 0.1 $205k 1.2k 170.46
Wendy's/arby's Group (WEN) 0.1 $200k 10k 19.48
Hope Ban (HOPE) 0.1 $197k 16k 12.08
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) 0.1 $159k 15k 10.90
Cushman Wakefield SHS (CWK) 0.1 $148k 14k 10.80
Lumber Liquidators Holdings (LL) 0.0 $47k 12k 3.90
Pet Acquisition LLC -Class A (WOOF) 0.0 $41k 13k 3.16