Everhart Financial Group, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Everhart Financial Group, Inc. reported 293 stock positions worth $385.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 8.4% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Microsoft (MSFT, 4.4%). Compared with Q1 2024, it opened 31 new positions, sold out of 16, added to 203 and reduced 51. The biggest buy was Nvidia (NVDA, shares +10%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $385.4M (Q2 2024)
- SEC Filing
- 0001852858-24-000004 ↗ filed Jul 24, 2024
Holdings Value
Holdings 293 stocks · $385.4M
| VTI VG Morningstar TS MKT ETF-US | 8.39% | 122,297 | $32.3M | Reduce -0.9% |
| NVDA Nvidia Corp. | 5.39% | 167,985 | $20.8M | Add +10.4% |
| MSFT Microsoft Corp. | 4.45% | 38,352 | $17.1M | Add +11.2% |
| AAPL Apple Inc. | 4.43% | 83,836 | $17.1M | Add +14.1% |
| SCHG Schwab US Large-Cap Growth | 3.08% | 117,751 | $11.9M | Reduce -1.2% |
| SCHB Schwab US Broad Market ETF | 2.66% | 163,084 | $10.3M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.63% | 63,113 | $10.1M | Reduce -3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.58% | 26,591 | $9.9M | Reduce -5.4% |
| AMZN Amazon.com Inc. | 2.15% | 42,941 | $8.3M | Add +14.5% |
| META Meta Platforms Inc. Class A | 1.49% | 11,369 | $5.7M | Add +11.3% |
| GOOGL Alphabet Inc. Class A | 1.29% | 27,223 | $5.0M | Add +14.1% |
| PG The Procter & Gamble Co. | 1.26% | 29,389 | $4.8M | Add +28.9% |
| GOOG Alphabet Inc. Class C | 1.22% | 25,641 | $4.7M | Add +14.9% |
| VWO Vanguard Ftse Emerging Marke | 1.21% | 106,612 | $4.6M | Add +5.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.19% | 25,085 | $4.6M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 1.18% | 22,411 | $4.5M | Add +4.9% |
| LLY Eli Lilly & Co. | 1.12% | 4,761 | $4.3M | Add +10.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.03% | 17,311 | $4.0M | Add +3.8% |
| SCHM Schwab US Mid Cap ETF | 1.01% | 49,876 | $3.9M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 9,182 | $3.7M | Add +10.1% |
| SCHD Schwab US DVD Equity ETF | 0.93% | 46,285 | $3.6M | Reduce -4.0% |
| SCHV Schwab US Large-Cap Value | 0.92% | 47,941 | $3.6M | Add +1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.88% | 13,592 | $3.4M | Add +3.8% |
| XOM Exxon Mobil Corp. | 0.88% | 29,453 | $3.4M | Add +16.3% |
| AVGO Broadcom Inc. | 0.86% | 2,063 | $3.3M | Add +22.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.84% | 21,486 | $3.2M | Add +2.1% |
| VNQ Vanguard Real Estate ETF | 0.80% | 36,940 | $3.1M | Add +0.7% |
| VXUS Vanguard Total Intl Stock | 0.80% | 50,934 | $3.1M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.66% | 2,978 | $2.5M | Add +10.0% |
| TSLA Tesla Inc. | 0.63% | 12,305 | $2.4M | Add +20.5% |
| SCHA Schwab US Small-Cap ETF | 0.62% | 50,107 | $2.4M | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.60% | 30,125 | $2.3M | Add +1.3% |
| V Visa Inc. Class A | 0.60% | 8,801 | $2.3M | Add +8.6% |
| ABBV Abbvie Inc. | 0.52% | 11,686 | $2.0M | Add +9.3% |
| VOO Vanguard S&P 500 ETF | 0.51% | 3,947 | $2.0M | Reduce -6.4% |
| UNH Unitedhealth Group Inc. | 0.51% | 3,874 | $2.0M | Reduce -3.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.49% | 37,764 | $1.9M | Reduce -1.2% |
| AMD Advanced Micro Devices | 0.48% | 11,383 | $1.8M | Add +9.8% |
| NFLX Netflix Inc. | 0.46% | 2,653 | $1.8M | Add +9.2% |
| WMT Walmart Inc. | 0.46% | 26,191 | $1.8M | Add +11.9% |
| IVV iShares Core S&P 500 ETF | 0.45% | 3,155 | $1.7M | Add +30.1% |
| MA Mastercard Inc. Class A | 0.43% | 3,717 | $1.6M | Add +12.1% |
| MRK Merck & Co. Inc. | 0.41% | 12,873 | $1.6M | Add +11.8% |
| ORCL Oracle Corp. | 0.40% | 10,858 | $1.5M | Add +15.8% |
| INTU Intuit Inc. | 0.39% | 2,268 | $1.5M | Add +16.1% |
| HD Home Depot Inc. | 0.39% | 4,326 | $1.5M | Add +7.6% |
| STXG Strive 1000 Growth ETF | 0.38% | 36,574 | $1.5M | Add +54.8% |
| VEA Vanguard Ftse Developed ETF | 0.37% | 29,454 | $1.4M | Add +12.5% |
| AMAT Applied Materials Inc. | 0.37% | 5,995 | $1.4M | Add +7.3% |
| ADBE Adobe Inc. | 0.36% | 2,504 | $1.4M | Reduce -3.4% |
| SNPS Synopsys Inc. | 0.36% | 2,334 | $1.4M | Add +10.2% |
| STXV Strive 1000 Value ETF | 0.35% | 47,625 | $1.3M | Add +60.5% |
| CVX Chevron Corp. | 0.34% | 8,364 | $1.3M | Add +20.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 5,229 | $1.3M | Reduce -1.5% |
| PEP Pepsico Inc. | 0.33% | 7,615 | $1.3M | Add +17.9% |
| SUB iShares Short-Term National | 0.32% | 11,672 | $1.2M | Add +3.2% |
| ISRG Intuitive Surgical Inc. | 0.31% | 2,678 | $1.2M | Add +16.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 29,850 | $1.2M | Add +20.1% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 7,444 | $1.2M | Add +14.8% |
| CDNS Cadence Design SYS Inc. | 0.30% | 3,756 | $1.2M | Add +6.7% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 17,830 | $1.1M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 15,759 | $1.1M | Reduce -8.5% |
| WING Wingstop Inc. | 0.30% | 2,695 | $1.1M | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.29% | 3,406 | $1.1M | Add +22.1% |
| JNJ Johnson & Johnson | 0.29% | 7,856 | $1.1M | Reduce -11.3% |
| MUB iShares National Muni Bond E | 0.29% | 10,582 | $1.1M | Add +9.7% |
| CRM Salesforce Inc. | 0.29% | 4,371 | $1.1M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.29% | 17,446 | $1.1M | Add +22.2% |
| STXF Strive 500 ETF | 0.28% | 30,669 | $1.1M | Add +56.0% |
| CSX CSX Corp. | 0.28% | 31,922 | $1.1M | Add +6.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 9,209 | $1.0M | Add +12.1% |
| MPC Marathon Petroleum Corp. | 0.26% | 5,840 | $1.0M | Add +3.5% |
| SYK Stryker Corp. | 0.26% | 2,954 | $1.0M | Add +10.3% |
| RCL Royal Caribbean Cruises Ltd. | 0.26% | 6,212 | $990K | Add +7.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 4,529 | $988K | Reduce -0.3% |
| BSX Boston Scientific Corp. | 0.26% | 12,764 | $983K | Add +9.4% |
| AMGN Amgen Inc. | 0.25% | 3,044 | $951K | Add +47.8% |
| MCD McDonald's Corp. | 0.25% | 3,825 | $949K | Add +3.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 2,459 | $942K | Add +20.8% |
| ABT Abbott Laboratories | 0.24% | 9,020 | $937K | Add +7.3% |
| SMCI Super Micro Computer Inc. | 0.24% | 1,143 | $937K | Add +2.7% |
| ITT Itt Inc. | 0.24% | 7,185 | $928K | Add +17.0% |
| PANW Palo Alto Networks Inc. | 0.24% | 2,735 | $927K | Add +12.4% |
| PWR Quanta Services Inc. | 0.24% | 3,618 | $919K | Add +10.3% |
| NVT Nvent Electric PLC | 0.24% | 11,895 | $911K | Add +13.3% |
| NOW ServiceNow Inc. | 0.24% | 1,157 | $910K | Add +12.3% |
| BKNG Booking Holdings Inc. | 0.24% | 229 | $907K | Add +11.2% |
| WFC Wells Fargo & Co. | 0.24% | 15,275 | $907K | Add +49.5% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 14,516 | $903K | Add +14.8% |
| BND Vanguard Total Bond Market | 0.23% | 12,892 | $894K | Add +27.8% |
| SPOT Spotify Technology SA | 0.23% | 2,832 | $889K | Add +6.3% |
| LRCX Lam Research Corp. | 0.23% | 830 | $884K | Add +12.9% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 1,592 | $880K | Add +25.2% |
| CSCO Cisco Systems Inc. | 0.23% | 18,527 | $880K | Add +11.7% |
| BIV Vanguard Intermediate-Term B | 0.22% | 11,569 | $866K | Add +4.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.22% | 8,713 | $851K | Reduce -9.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 4,893 | $847K | Add +8.3% |
| NEE Nextera Energy Inc. | 0.22% | 11,802 | $836K | Add +66.4% |
| ACN Accenture PLC Class A | 0.21% | 2,647 | $803K | Reduce -11.3% |
| SCHK Schwab 1000 Index ETF | 0.21% | 15,284 | $800K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 8.39% | −0.84 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.9% | 2.63% | −0.49 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 2.66% | −0.25 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.4% | 2.58% | −0.23 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.0% | 0.93% | −0.20 |
| GS Goldman Sachs Group Inc. | Reduce -45.2% | 0.17% | −0.15 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.2% | 3.08% | −0.14 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.13 |
| INTC Intel Corp. | Reduce -11.8% | 0.15% | −0.12 |
| JNJ Johnson & Johnson | Reduce -11.3% | 0.29% | −0.11 |
| LECO Lincoln Electric Holdings | Reduce -6.0% | 0.17% | −0.11 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.7% | 0.62% | −0.11 |
| ULST SS Ultra Short TM Bond ETF | Reduce -44.9% | 0.10% | −0.10 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.10 |
| ACN Accenture PLC Class A | Reduce -11.3% | 0.21% | −0.09 |
| CRM Salesforce Inc. | Reduce -0.1% | 0.29% | −0.09 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.09 |
| GL Globe Life Inc. | Sold out | 0.00% | −0.09 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -6.4% | 0.51% | −0.08 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.08 |
| PLD Prologis Inc. | Reduce -37.8% | 0.07% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.5% | 0.30% | −0.07 |
| COP Conocophillips | Reduce -41.8% | 0.06% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.2% | 0.49% | −0.07 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.07 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.07 |
| CPRT Copart Inc. | Reduce -16.3% | 0.15% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -3.1% | 0.51% | −0.06 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.06 |
| BBWI Bath & Body Works Inc. | Sold out | 0.00% | −0.06 |
| LEN.B Lennar Corp. Class B | Sold out | 0.00% | −0.06 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.06 |
| BC Brunswick Corp. | Sold out | 0.00% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.5% | 0.33% | −0.06 |
| OXY Occidental Petroleum Corp. | Reduce -13.1% | 0.16% | −0.05 |
| SBUX Starbucks Corp. | Reduce -26.0% | 0.06% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 0.26% | −0.05 |
| RUSHB Rush Enterprises Inc. Class B | Reduce -2.9% | 0.08% | −0.05 |
| FBIN Fortune Brands Innovations I | Reduce -7.0% | 0.07% | −0.04 |
| PSX Phillips 66 | Reduce -2.6% | 0.12% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -7.4% | 0.18% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -0.6% | 0.18% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -8.9% | 0.18% | −0.03 |
| DAR Darling Ingredients Inc. | Reduce -3.8% | 0.06% | −0.03 |
| VIAV Viavi Solutions Inc. | Sold out | 0.00% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 0.30% | −0.03 |
| URI United Rentals Inc. | Reduce -2.4% | 0.09% | −0.03 |
| NET Cloudflare Inc. Class A | Reduce -9.1% | 0.06% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +10.4% | 5.39% | +1.38 |
| AAPL Apple Inc. | Add +14.1% | 4.43% | +0.76 |
| GOOGL Alphabet Inc. Class A | Add +14.1% | 1.29% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +14.9% | 1.22% | +0.23 |
| MSFT Microsoft Corp. | Add +11.2% | 4.45% | +0.22 |
| AVGO Broadcom Inc. | Add +22.2% | 0.86% | +0.21 |
| PG The Procter & Gamble Co. | Add +28.9% | 1.26% | +0.18 |
| AMZN Amazon.com Inc. | Add +14.5% | 2.15% | +0.18 |
| LLY Eli Lilly & Co. | Add +10.8% | 1.12% | +0.15 |
| STXG Strive 1000 Growth ETF | Add +54.8% | 0.38% | +0.12 |
| TSLA Tesla Inc. | Add +20.5% | 0.63% | +0.11 |
| PCVX Vaxcyte Inc. | New | 0.11% | +0.11 |
| STXV Strive 1000 Value ETF | Add +60.5% | 0.35% | +0.10 |
| STXF Strive 500 ETF | Add +56.0% | 0.28% | +0.09 |
| NEE Nextera Energy Inc. | Add +66.4% | 0.22% | +0.08 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.08% | +0.08 |
| COST Costco Wholesale Corp. | Add +10.0% | 0.66% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +30.1% | 0.45% | +0.08 |
| A Agilent Technologies Inc. | New | 0.08% | +0.08 |
| AVB Avalonbay Communities Inc. | New | 0.08% | +0.08 |
| AMGN Amgen Inc. | Add +47.8% | 0.25% | +0.08 |
| VGT Vanguard Info Tech ETF | New | 0.07% | +0.07 |
| HUM Humana Inc. | New | 0.07% | +0.07 |
| MRNA Moderna Inc. | New | 0.07% | +0.07 |
| IWV iShares Russell 3000 ETF | New | 0.07% | +0.07 |
| KLAC KLA Corp. | New | 0.07% | +0.07 |
| TTWO Take-Two Interactive Softwre | New | 0.07% | +0.07 |
| NEM Newmont Corp. | New | 0.07% | +0.07 |
| GEN Gen Digital Inc. | New | 0.07% | +0.07 |
| EW Edwards Lifesciences Corp. | New | 0.07% | +0.07 |
| ANET Arista Networks Inc. | New | 0.06% | +0.06 |
| O Realty Income Corp. | New | 0.06% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | New | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | Add +49.5% | 0.24% | +0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.06% | +0.06 |
| CTRA Coterra Energy Inc. | New | 0.06% | +0.06 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.06% | +0.06 |
| AWK American Water Works Co. Inc. | New | 0.06% | +0.06 |
| QCOM Qualcomm Inc. | Add +43.0% | 0.18% | +0.06 |
| IFF Intl Flavors & Fragrances | New | 0.06% | +0.06 |
| MCHP Microchip Technology Inc. | New | 0.06% | +0.06 |
| BDX Becton Dickinson and Co. | New | 0.06% | +0.06 |
| LFUS Littelfuse Inc. | New | 0.06% | +0.06 |
| LAZ Lazard Inc. | New | 0.06% | +0.06 |
| ZM Zoom Communications Inc. | New | 0.06% | +0.06 |
| UCB United Community Banks | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +15.8% | 0.40% | +0.06 |
| CCL Carnival Corp. | New | 0.05% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +20.8% | 0.24% | +0.05 |
| CEG Constellation Energy | New | 0.05% | +0.05 |
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 |