Everhart Financial Group, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Everhart Financial Group, Inc. reported 277 stock positions worth $343.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 9.2% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Nvidia (NVDA, 4.0%). Compared with Q4 2023, it opened 43 new positions, sold out of 6, added to 184 and reduced 42. The biggest buy was Nvidia (NVDA, shares +10%) and the biggest sale an exit from iShares Russell 3000 ETF (IWV).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $343.5M (Q1 2024)
- SEC Filing
- 0001852858-24-000003 ↗ filed May 13, 2024
Holdings Value
Holdings 277 stocks · $343.5M
| VTI VG Morningstar TS MKT ETF-US | 9.23% | 123,425 | $31.7M | Add +2.4% |
| MSFT Microsoft Corp. | 4.22% | 34,480 | $14.5M | Add +13.6% |
| NVDA Nvidia Corp. | 4.00% | 15,210 | $13.7M | Add +10.3% |
| AAPL Apple Inc. | 3.67% | 73,471 | $12.6M | Add +13.0% |
| SCHG Schwab US Large-Cap Growth | 3.22% | 119,173 | $11.0M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.11% | 65,691 | $10.7M | Add +10.1% |
| SCHB Schwab US Broad Market ETF | 2.91% | 163,609 | $10.0M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.82% | 28,102 | $9.7M | Add +10.5% |
| AMZN Amazon.com Inc. | 1.97% | 37,511 | $6.8M | Add +14.6% |
| META Meta Platforms Inc. Class A | 1.44% | 10,218 | $5.0M | Add +9.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.36% | 24,415 | $4.7M | Add +5.4% |
| JPM JPMorgan Chase & Co. | 1.25% | 21,366 | $4.3M | Add +6.7% |
| VWO Vanguard Ftse Emerging Marke | 1.22% | 100,650 | $4.2M | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 1.18% | 49,703 | $4.0M | Reduce -1.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.15% | 16,679 | $3.9M | Add +5.5% |
| SCHD Schwab US DVD Equity ETF | 1.13% | 48,217 | $3.9M | Reduce -7.2% |
| PG The Procter & Gamble Co. | 1.08% | 22,791 | $3.7M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 1.05% | 23,866 | $3.6M | Add +17.8% |
| SCHV Schwab US Large-Cap Value | 1.04% | 47,113 | $3.6M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.02% | 8,342 | $3.5M | Add +19.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.99% | 13,097 | $3.4M | Add +8.0% |
| GOOG Alphabet Inc. Class C | 0.99% | 22,306 | $3.4M | Add +23.1% |
| LLY Eli Lilly & Co. | 0.97% | 4,296 | $3.3M | Add +11.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.96% | 21,050 | $3.3M | Add +9.5% |
| VNQ Vanguard Real Estate ETF | 0.92% | 36,691 | $3.2M | Reduce -1.5% |
| VXUS Vanguard Total Intl Stock | 0.89% | 50,510 | $3.0M | Add +4.6% |
| XOM Exxon Mobil Corp. | 0.86% | 25,317 | $2.9M | Add +21.9% |
| SCHA Schwab US Small-Cap ETF | 0.72% | 50,443 | $2.5M | Reduce -1.3% |
| BSV Vanguard Short-Term Bond ETF | 0.66% | 29,753 | $2.3M | Reduce -7.9% |
| V Visa Inc. Class A | 0.66% | 8,105 | $2.3M | Add +12.5% |
| AVGO Broadcom Inc. | 0.65% | 1,688 | $2.2M | Add +9.3% |
| VOO Vanguard S&P 500 ETF | 0.59% | 4,215 | $2.0M | Add +16.7% |
| COST Costco Wholesale Corp. | 0.58% | 2,707 | $2.0M | Add +10.2% |
| UNH Unitedhealth Group Inc. | 0.58% | 4,000 | $2.0M | Add +5.0% |
| ABBV Abbvie Inc. | 0.57% | 10,696 | $1.9M | Add +61.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 38,211 | $1.9M | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.54% | 10,363 | $1.9M | Add +15.3% |
| TSLA Tesla Inc. | 0.52% | 10,211 | $1.8M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 0.46% | 3,315 | $1.6M | Add +15.7% |
| HD Home Depot Inc. | 0.45% | 4,019 | $1.5M | Add +5.5% |
| MRK Merck & Co. Inc. | 0.44% | 11,518 | $1.5M | Add +23.7% |
| NFLX Netflix Inc. | 0.43% | 2,429 | $1.5M | Add +11.8% |
| WMT Walmart Inc. | 0.41% | 23,410 | $1.4M | Add +12.5% |
| JNJ Johnson & Johnson | 0.41% | 8,852 | $1.4M | Add +28.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 5,310 | $1.3M | Add +1.7% |
| CRM Salesforce Inc. | 0.38% | 4,374 | $1.3M | Add +14.9% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 26,191 | $1.3M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.38% | 2,591 | $1.3M | Add +2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 17,217 | $1.3M | Add +5.9% |
| IVV iShares Core S&P 500 ETF | 0.37% | 2,426 | $1.3M | Reduce -17.0% |
| INTU Intuit Inc. | 0.37% | 1,953 | $1.3M | Add +11.1% |
| SNPS Synopsys Inc. | 0.35% | 2,119 | $1.2M | Add +26.6% |
| SUB iShares Short-Term National | 0.34% | 11,307 | $1.2M | Add +2.2% |
| ORCL Oracle Corp. | 0.34% | 9,375 | $1.2M | Add +30.9% |
| AMAT Applied Materials Inc. | 0.34% | 5,589 | $1.2M | Add +23.9% |
| GE General Electric | 0.33% | 6,487 | $1.1M | Add +43.8% |
| MPC Marathon Petroleum Corp. | 0.33% | 5,642 | $1.1M | Add +40.6% |
| PEP Pepsico Inc. | 0.33% | 6,461 | $1.1M | Reduce -7.3% |
| SMCI Super Micro Computer Inc. | 0.33% | 1,113 | $1.1M | Reduce -3.9% |
| SCHX Schwab US Large-Cap ETF | 0.33% | 17,988 | $1.1M | Add +3.7% |
| CSX CSX Corp. | 0.32% | 29,994 | $1.1M | Add +7.0% |
| CDNS Cadence Design SYS Inc. | 0.32% | 3,519 | $1.1M | Add +7.1% |
| CVX Chevron Corp. | 0.32% | 6,928 | $1.1M | Add +27.8% |
| GS Goldman Sachs Group Inc. | 0.31% | 2,575 | $1.1M | Add +145.0% |
| MCD McDonald's Corp. | 0.30% | 3,705 | $1.0M | Reduce -10.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 4,541 | $1.0M | Add +0.0% |
| MUB iShares National Muni Bond E | 0.30% | 9,643 | $1.0M | Add +10.1% |
| ACN Accenture PLC Class A | 0.30% | 2,985 | $1.0M | Add +13.6% |
| CAT Caterpillar Inc. | 0.30% | 2,789 | $1.0M | Add +66.4% |
| WING Wingstop Inc. | 0.29% | 2,713 | $994K | New |
| LECO Lincoln Electric Holdings | 0.28% | 3,784 | $967K | Add +10.6% |
| SYK Stryker Corp. | 0.28% | 2,678 | $958K | Add +9.7% |
| ABT Abbott Laboratories | 0.28% | 8,410 | $956K | Add +58.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 24,862 | $943K | Add +25.6% |
| INTC Intel Corp. | 0.27% | 21,174 | $935K | Add +14.8% |
| ISRG Intuitive Surgical Inc. | 0.27% | 2,306 | $920K | Add +18.2% |
| KO The Coca-Cola Co. | 0.26% | 14,274 | $900K | Add +36.7% |
| STXG Strive 1000 Growth ETF | 0.26% | 23,623 | $886K | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 4,518 | $863K | Add +7.7% |
| STXV Strive 1000 Value ETF | 0.25% | 29,668 | $861K | Add +0.5% |
| PWR Quanta Services Inc. | 0.25% | 3,280 | $852K | Add +21.3% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.24% | 9,606 | $840K | Reduce -47.3% |
| BIV Vanguard Intermediate-Term B | 0.24% | 11,127 | $839K | Add +36.3% |
| ITT Itt Inc. | 0.24% | 6,140 | $835K | Add +9.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 8,216 | $833K | Add +60.9% |
| CSCO Cisco Systems Inc. | 0.24% | 16,584 | $828K | Add +16.2% |
| RCL Royal Caribbean Cruises Ltd. | 0.23% | 5,790 | $805K | Add +6.5% |
| BSX Boston Scientific Corp. | 0.23% | 11,664 | $799K | Add +54.1% |
| NVT Nvent Electric PLC | 0.23% | 10,496 | $791K | Add +16.5% |
| CMCSA Comcast Corp. Class A | 0.23% | 18,150 | $787K | Reduce -8.0% |
| NOW ServiceNow Inc. | 0.23% | 1,030 | $785K | Add +8.7% |
| LEN Lennar Corp. Class A | 0.23% | 4,540 | $781K | Add +22.2% |
| SCHK Schwab 1000 Index ETF | 0.23% | 15,284 | $774K | Reduce -0.9% |
| BKNG Booking Holdings Inc. | 0.22% | 206 | $747K | Add +7.8% |
| HBAN Huntington Bancshares Inc. | 0.22% | 53,486 | $746K | Reduce -6.0% |
| OXY Occidental Petroleum Corp. | 0.22% | 11,472 | $746K | Add +88.3% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 1,272 | $739K | Add +191.7% |
| CPRT Copart Inc. | 0.22% | 12,763 | $739K | Add +63.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.22% | 6,324 | $739K | Add +9.4% |
| CMG Chipotle Mexican Grill Inc. | 0.21% | 253 | $735K | Add +66.5% |
Portfolio Sells Q4 2023 → Q1 2024
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −1.16 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.67 |
| TSLA Tesla Inc. | Reduce -2.7% | 0.52% | −0.40 |
| SCHB Schwab US Broad Market ETF | Reduce -0.6% | 2.91% | −0.34 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.9% | 3.22% | −0.32 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.2% | 1.13% | −0.27 |
| ULST SS Ultra Short TM Bond ETF | Reduce -46.5% | 0.21% | −0.26 |
| VNQ Vanguard Real Estate ETF | Reduce -1.5% | 0.92% | −0.24 |
| TTD Trade Desk Inc./the Class A | Reduce -47.3% | 0.24% | −0.22 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.9% | 0.66% | −0.22 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.1% | 1.18% | −0.16 |
| SCHV Schwab US Large-Cap Value | Reduce -1.3% | 1.04% | −0.14 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.6% | 0.56% | −0.14 |
| FLG New York Community Bancorp | Reduce -53.1% | 0.02% | −0.13 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.3% | 0.72% | −0.13 |
| MCD McDonald's Corp. | Reduce -10.5% | 0.30% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -17.0% | 0.37% | −0.12 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.11 |
| PEP Pepsico Inc. | Reduce -7.3% | 0.33% | −0.09 |
| MATW Matthews Intl Corp. Class A | Sold out | 0.00% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -23.6% | 0.20% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -8.0% | 0.23% | −0.08 |
| F Ford Motor Co. | Sold out | 0.00% | −0.08 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -10.9% | 0.21% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 0.38% | −0.06 |
| SBUX Starbucks Corp. | Reduce -14.8% | 0.11% | −0.05 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.5% | 0.21% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -20.0% | 0.08% | −0.04 |
| HBAN Huntington Bancshares Inc. | Reduce -6.0% | 0.22% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -12.2% | 0.07% | −0.04 |
| SCHH Schwab US REIT ETF | Reduce -3.1% | 0.13% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -6.9% | 0.15% | −0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -2.5% | 0.16% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -19.1% | 0.08% | −0.03 |
| OGE Oge Energy Corp. | Reduce -4.3% | 0.10% | −0.03 |
| USB US Bancorp | Reduce -2.7% | 0.14% | −0.03 |
| STXG Strive 1000 Growth ETF | Reduce -0.3% | 0.26% | −0.03 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -3.4% | 0.13% | −0.03 |
| COP Conocophillips | Reduce -7.2% | 0.14% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -2.9% | 0.12% | −0.03 |
| SCHK Schwab 1000 Index ETF | Reduce -0.9% | 0.23% | −0.03 |
| STXF Strive 500 ETF | Reduce -0.3% | 0.19% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -10.8% | 0.07% | −0.02 |
| WOOF Petco Health and Wellness Co. | Sold out | 0.00% | −0.01 |
| STXK Strive Small-Cap ETF | Reduce -0.2% | 0.07% | −0.01 |
| CWK Cushman & Wakefield UK Holdc | Reduce -2.5% | 0.04% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.3% | 0.07% | −0.01 |
| SMCI Super Micro Computer Inc. | Reduce -3.9% | 0.33% | +0.21 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +10.3% | 4.00% | +1.58 |
| WING Wingstop Inc. | New | 0.29% | +0.29 |
| META Meta Platforms Inc. Class A | Add +9.4% | 1.44% | +0.27 |
| AMZN Amazon.com Inc. | Add +14.6% | 1.97% | +0.21 |
| ABBV Abbvie Inc. | Add +61.2% | 0.57% | +0.20 |
| MSFT Microsoft Corp. | Add +13.6% | 4.22% | +0.18 |
| LLY Eli Lilly & Co. | Add +11.1% | 0.97% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +145.0% | 0.31% | +0.17 |
| PFE Pfizer Inc. | New | 0.17% | +0.17 |
| IVW iShares S&P 500 Growth ETF | New | 0.14% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +19.4% | 1.02% | +0.14 |
| TMO Thermo Fisher Scientific Inc. | Add +191.7% | 0.22% | +0.13 |
| GE General Electric | Add +43.8% | 0.33% | +0.13 |
| CAT Caterpillar Inc. | Add +66.4% | 0.30% | +0.12 |
| XOM Exxon Mobil Corp. | Add +21.9% | 0.86% | +0.12 |
| MPC Marathon Petroleum Corp. | Add +40.6% | 0.33% | +0.12 |
| ACGL Arch Capital Group Ltd. | New | 0.11% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +122.8% | 0.19% | +0.11 |
| DHR Danaher Corp. | Add +149.4% | 0.18% | +0.10 |
| PGR Progressive Corp. | New | 0.10% | +0.10 |
| CMG Chipotle Mexican Grill Inc. | Add +66.5% | 0.21% | +0.09 |
| OXY Occidental Petroleum Corp. | Add +88.3% | 0.22% | +0.09 |
| HAL Halliburton Co. | New | 0.09% | +0.09 |
| DXCM Dexcom Inc. | New | 0.09% | +0.09 |
| TT Trane Technologies PLC | Add +101.7% | 0.17% | +0.08 |
| MRO Marathon Oil Corp. | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +23.1% | 0.99% | +0.08 |
| MRK Merck & Co. Inc. | Add +23.7% | 0.44% | +0.08 |
| NET Cloudflare Inc. Class A | New | 0.08% | +0.08 |
| LRCX Lam Research Corp. | Add +61.5% | 0.21% | +0.08 |
| SYY Sysco Corp. | New | 0.08% | +0.08 |
| HOMB Home Bancshares Inc. | New | 0.08% | +0.08 |
| ROST Ross Stores Inc. | New | 0.08% | +0.08 |
| CPRT Copart Inc. | Add +63.0% | 0.22% | +0.08 |
| KR Kroger Co. | New | 0.08% | +0.08 |
| BSX Boston Scientific Corp. | Add +54.1% | 0.23% | +0.08 |
| AMAT Applied Materials Inc. | Add +23.9% | 0.34% | +0.08 |
| ECL Ecolab Inc. | New | 0.08% | +0.08 |
| NUE Nucor Corp. | New | 0.08% | +0.08 |
| ORCL Oracle Corp. | Add +30.9% | 0.34% | +0.08 |
| AMD Advanced Micro Devices | Add +15.3% | 0.54% | +0.08 |
| LIN Linde PLC | Add +69.6% | 0.20% | +0.07 |
| TJX TJX Companies Inc. | Add +60.9% | 0.24% | +0.07 |
| MS Morgan Stanley | New | 0.07% | +0.07 |
| FIS Fidelity National Info Serv | New | 0.07% | +0.07 |
| ABT Abbott Laboratories | Add +58.4% | 0.28% | +0.07 |
| XYZ Block Inc. | New | 0.07% | +0.07 |
| AMT American Tower Corp. | New | 0.07% | +0.07 |
| BMY Bristol-Myers Squibb Co. | New | 0.07% | +0.07 |
| CI The Cigna Group | Add +89.9% | 0.14% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 481 | $1.6B | VTV, VUG, VOT, VTI, SLYG |
| Q1 2026 | 464 | $1.2B | VTV, VUG, VTI, NVDA, DFAI |
| Q4 2025 | 417 | $1.1B | VTV, VUG, VTI, NVDA, AAPL |
| Q3 2025 | 390 | $997.8M | VTV, VUG, VTI, NVDA, BIV |
| Q2 2025 | 340 | $865.4M | VTV, VUG, VTI, NVDA, BIV |
| Q1 2025 | 328 | $731.3M | VTV, VUG, VTI, BIV, AAPL |
| Q4 2024 | 309 | $485.9M | VTI, AAPL, NVDA, MSFT, SCHG |
| Q3 2024 | 316 | $451.4M | VTI, NVDA, AAPL, MSFT, SCHG |
| Q2 2024 | 293 | $385.4M | VTI, NVDA, MSFT, AAPL, SCHG |
| Q1 2024 | 277 | $343.5M | VTI, MSFT, NVDA, AAPL, SCHG |