Everhart Financial Group, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Everhart Financial Group, Inc. reported 316 stock positions worth $451.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.8% of the portfolio, followed by Nvidia (NVDA, 4.9%) and Apple (AAPL, 4.7%). Compared with Q2 2024, it opened 40 new positions, sold out of 17, added to 213 and reduced 56. The biggest buy was iShares Russell 3000 ETF (IWV, shares +596%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $451.4M (Q3 2024)
- SEC Filing
- 0001852858-24-000007 ↗ filed Nov 4, 2024
Holdings Value
Holdings 316 stocks · $451.4M
| VTI VG Morningstar TS MKT ETF-US | 7.79% | 125,642 | $35.2M | Add +2.7% |
| NVDA Nvidia Corp. | 4.92% | 182,853 | $22.2M | Add +8.8% |
| AAPL Apple Inc. | 4.75% | 94,815 | $21.4M | Add +13.1% |
| MSFT Microsoft Corp. | 4.08% | 42,827 | $18.4M | Add +11.7% |
| SCHG Schwab US Large-Cap Growth | 2.76% | 119,640 | $12.5M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.43% | 62,849 | $11.0M | Reduce -0.4% |
| SCHB Schwab US Broad Market ETF | 2.39% | 162,192 | $10.8M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.99% | 23,416 | $9.0M | Reduce -11.9% |
| AMZN Amazon.com Inc. | 1.93% | 46,807 | $8.7M | Add +9.0% |
| META Meta Platforms Inc. Class A | 1.63% | 12,876 | $7.4M | Add +13.3% |
| PG The Procter & Gamble Co. | 1.24% | 32,226 | $5.6M | Add +9.7% |
| JPM JPMorgan Chase & Co. | 1.16% | 24,794 | $5.2M | Add +10.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.13% | 25,453 | $5.1M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 1.11% | 105,326 | $5.0M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 1.08% | 29,266 | $4.9M | Add +7.5% |
| LLY Eli Lilly & Co. | 1.07% | 5,433 | $4.8M | Add +14.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 10,223 | $4.7M | Add +11.3% |
| GOOG Alphabet Inc. Class C | 0.99% | 26,737 | $4.5M | Add +4.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.93% | 17,232 | $4.2M | Reduce -0.5% |
| SCHV Schwab US Large-Cap Value | 0.91% | 51,245 | $4.1M | Add +6.9% |
| AVGO Broadcom Inc. | 0.91% | 23,872 | $4.1M | Add +15.7% |
| SCHM Schwab US Mid Cap ETF | 0.90% | 48,919 | $4.1M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 47,307 | $4.0M | Add +2.2% |
| XOM Exxon Mobil Corp. | 0.84% | 32,317 | $3.8M | Add +9.7% |
| TSLA Tesla Inc. | 0.82% | 14,208 | $3.7M | Add +15.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.80% | 13,545 | $3.6M | Reduce -0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.79% | 21,210 | $3.6M | Reduce -1.3% |
| VNQ Vanguard Real Estate ETF | 0.77% | 35,832 | $3.5M | Reduce -3.0% |
| VXUS Vanguard Total Intl Stock | 0.71% | 49,630 | $3.2M | Reduce -2.6% |
| COST Costco Wholesale Corp. | 0.66% | 3,376 | $3.0M | Add +13.4% |
| IVV iShares Core S&P 500 ETF | 0.66% | 5,159 | $3.0M | Add +63.5% |
| UNH Unitedhealth Group Inc. | 0.60% | 4,628 | $2.7M | Add +19.5% |
| ABBV Abbvie Inc. | 0.57% | 12,985 | $2.6M | Add +11.1% |
| SCHA Schwab US Small-Cap ETF | 0.57% | 49,675 | $2.6M | Reduce -0.9% |
| V Visa Inc. Class A | 0.56% | 9,233 | $2.5M | Add +4.9% |
| WMT Walmart Inc. | 0.53% | 29,884 | $2.4M | Add +14.1% |
| BSV Vanguard Short-Term Bond ETF | 0.53% | 30,155 | $2.4M | Add +0.1% |
| NFLX Netflix Inc. | 0.49% | 3,128 | $2.2M | Add +17.9% |
| MA Mastercard Inc. Class A | 0.48% | 4,377 | $2.2M | Add +17.8% |
| VOO Vanguard S&P 500 ETF | 0.47% | 3,980 | $2.1M | Add +0.8% |
| ORCL Oracle Corp. | 0.46% | 12,188 | $2.1M | Add +12.3% |
| HD Home Depot Inc. | 0.45% | 5,046 | $2.0M | Add +16.6% |
| IWV iShares Russell 3000 ETF | 0.44% | 6,139 | $2.0M | Add +596.0% |
| AMD Advanced Micro Devices | 0.43% | 11,723 | $1.9M | Add +3.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 36,420 | $1.9M | Reduce -3.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 21,910 | $1.7M | Add +39.0% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 8,639 | $1.6M | Add +16.1% |
| NOW ServiceNow Inc. | 0.35% | 1,784 | $1.6M | Add +54.2% |
| JNJ Johnson & Johnson | 0.35% | 9,775 | $1.6M | Add +24.4% |
| INTU Intuit Inc. | 0.34% | 2,472 | $1.5M | Add +9.0% |
| CAT Caterpillar Inc. | 0.33% | 3,856 | $1.5M | Add +13.2% |
| ISRG Intuitive Surgical Inc. | 0.33% | 3,046 | $1.5M | Add +13.7% |
| KO The Coca-Cola Co. | 0.33% | 20,776 | $1.5M | Add +19.1% |
| ADBE Adobe Inc. | 0.33% | 2,873 | $1.5M | Add +14.7% |
| MUB iShares National Muni Bond E | 0.32% | 13,487 | $1.5M | Add +27.4% |
| PEP Pepsico Inc. | 0.32% | 8,520 | $1.4M | Add +11.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 5,434 | $1.4M | Add +3.9% |
| BIV Vanguard Intermediate-Term B | 0.31% | 17,795 | $1.4M | Add +53.8% |
| CRM Salesforce Inc. | 0.31% | 5,086 | $1.4M | Add +16.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 34,691 | $1.4M | Add +16.2% |
| MRK Merck & Co. Inc. | 0.30% | 12,050 | $1.4M | Reduce -6.4% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 25,499 | $1.3M | Reduce -13.4% |
| STXG Strive 1000 Growth ETF | 0.29% | 31,906 | $1.3M | Reduce -12.8% |
| AMAT Applied Materials Inc. | 0.29% | 6,548 | $1.3M | Add +9.2% |
| STXV Strive 1000 Value ETF | 0.29% | 43,300 | $1.3M | Reduce -9.1% |
| ACN Accenture PLC Class A | 0.29% | 3,684 | $1.3M | Add +39.2% |
| PM Philip Morris International | 0.28% | 10,541 | $1.3M | Add +41.6% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 2,056 | $1.3M | Add +29.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.28% | 7,039 | $1.2M | Add +13.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 5,625 | $1.2M | Add +15.0% |
| PWR Quanta Services Inc. | 0.27% | 4,140 | $1.2M | Add +14.4% |
| TXN Texas Instruments Inc. | 0.27% | 5,899 | $1.2M | Add +114.0% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 17,744 | $1.2M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 10,176 | $1.2M | Add +10.5% |
| BSX Boston Scientific Corp. | 0.26% | 14,176 | $1.2M | Add +11.1% |
| MCD McDonald's Corp. | 0.26% | 3,966 | $1.2M | Add +3.7% |
| PANW Palo Alto Networks Inc. | 0.26% | 3,421 | $1.2M | Add +25.1% |
| SPOT Spotify Technology SA | 0.26% | 3,165 | $1.2M | Add +11.8% |
| NEE Nextera Energy Inc. | 0.26% | 13,712 | $1.2M | Add +16.2% |
| AMGN Amgen Inc. | 0.26% | 3,588 | $1.2M | Add +17.9% |
| ABT Abbott Laboratories | 0.26% | 10,101 | $1.2M | Add +12.0% |
| CSX CSX Corp. | 0.25% | 33,309 | $1.2M | Add +4.3% |
| ITT Itt Inc. | 0.25% | 7,685 | $1.1M | Add +7.0% |
| CVX Chevron Corp. | 0.25% | 7,800 | $1.1M | Reduce -6.7% |
| SYK Stryker Corp. | 0.25% | 3,170 | $1.1M | Add +7.3% |
| RTX RTX Corp. | 0.25% | 9,320 | $1.1M | Add +52.9% |
| LEN Lennar Corp. Class A | 0.25% | 6,022 | $1.1M | Add +15.3% |
| SPGI S&P Global Inc. | 0.25% | 2,172 | $1.1M | Add +21.9% |
| BND Vanguard Total Bond Market | 0.25% | 15,273 | $1.1M | Add +18.5% |
| CSCO Cisco Systems Inc. | 0.25% | 20,790 | $1.1M | Add +12.2% |
| BKNG Booking Holdings Inc. | 0.24% | 258 | $1.1M | Add +12.7% |
| WING Wingstop Inc. | 0.24% | 2,595 | $1.1M | Reduce -3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 4,514 | $1.1M | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 0.24% | 2,161 | $1.1M | Add +53.0% |
| SUB iShares Short-Term National | 0.24% | 10,032 | $1.1M | Reduce -14.1% |
| LMT Lockheed Martin Corp. | 0.23% | 1,782 | $1.0M | Add +38.6% |
| T AT&T Inc. | 0.23% | 47,313 | $1.0M | Add +13.6% |
| SNPS Synopsys Inc. | 0.23% | 2,041 | $1.0M | Reduce -12.6% |
| CTAS Cintas Corp. | 0.23% | 4,944 | $1.0M | Add +14.3% |
| DHR Danaher Corp. | 0.23% | 3,655 | $1.0M | Add +18.5% |
Portfolio Sells Q2 2024 → Q3 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.9% | 1.99% | −0.59 |
| SCHB Schwab US Broad Market ETF | Reduce -0.6% | 2.39% | −0.27 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 2.43% | −0.20 |
| SNPS Synopsys Inc. | Reduce -12.6% | 0.23% | −0.13 |
| LRCX Lam Research Corp. | Reduce -27.5% | 0.11% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -13.3% | 0.13% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -6.4% | 0.30% | −0.11 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.9% | 0.90% | −0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.5% | 0.93% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Reduce -24.8% | 0.14% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.2% | 1.11% | −0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -2.6% | 0.71% | −0.09 |
| CVX Chevron Corp. | Reduce -6.7% | 0.25% | −0.09 |
| STXG Strive 1000 Growth ETF | Reduce -12.8% | 0.29% | −0.08 |
| SUB iShares Short-Term National | Reduce -14.1% | 0.24% | −0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.3% | 0.80% | −0.08 |
| VSH Vishay Intertechnology Inc. | Sold out | 0.00% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.6% | 0.41% | −0.08 |
| CDNS Cadence Design SYS Inc. | Reduce -1.1% | 0.22% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.08 |
| HUM Humana Inc. | Sold out | 0.00% | −0.07 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.07 |
| OXY Occidental Petroleum Corp. | Reduce -18.2% | 0.09% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.4% | 0.30% | −0.07 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.07 |
| INTC Intel Corp. | Reduce -14.1% | 0.08% | −0.07 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.07 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.06 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.06 |
| NVT Nvent Electric PLC | Reduce -5.4% | 0.18% | −0.06 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.06 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.06 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.06 |
| STXF Strive 500 ETF | Reduce -12.1% | 0.22% | −0.06 |
| STXV Strive 1000 Value ETF | Reduce -9.1% | 0.29% | −0.06 |
| WING Wingstop Inc. | Reduce -3.7% | 0.24% | −0.06 |
| ULST SS Ultra Short TM Bond ETF | Reduce -47.9% | 0.05% | −0.06 |
| EPC Edgewell Personal Care Co. | Sold out | 0.00% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -26.8% | 0.09% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.3% | 0.79% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.9% | 0.57% | −0.05 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.05 |
| SLB SLB Ltd. | Reduce -23.8% | 0.06% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -14.3% | 0.08% | −0.04 |
| IDXX Idexx Laboratories Inc. | Reduce -19.7% | 0.11% | −0.04 |
| BA The Boeing Co. | Reduce -11.9% | 0.07% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -24.4% | 0.17% | −0.04 |
| DIS The Walt Disney Co. | Reduce -5.3% | 0.14% | −0.04 |
| XLK SS Technology Select Sector | Reduce -18.8% | 0.08% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| IWV iShares Russell 3000 ETF | Add +596.0% | 0.44% | +0.37 |
| AAPL Apple Inc. | Add +13.1% | 4.75% | +0.32 |
| IVV iShares Core S&P 500 ETF | Add +63.5% | 0.66% | +0.21 |
| TSLA Tesla Inc. | Add +15.5% | 0.82% | +0.19 |
| META Meta Platforms Inc. Class A | Add +13.3% | 1.63% | +0.15 |
| TXN Texas Instruments Inc. | Add +114.0% | 0.27% | +0.13 |
| NOW ServiceNow Inc. | Add +54.2% | 0.35% | +0.12 |
| GEV GE Vernova Inc. | Add +102.7% | 0.19% | +0.12 |
| MCO Moody's Corp. | New | 0.10% | +0.10 |
| RTX RTX Corp. | Add +52.9% | 0.25% | +0.09 |
| PM Philip Morris International | Add +41.6% | 0.28% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +19.5% | 0.60% | +0.09 |
| PLD Prologis Inc. | Add +128.7% | 0.15% | +0.08 |
| MMM 3M Co. | New | 0.08% | +0.08 |
| BIV Vanguard Intermediate-Term B | Add +53.8% | 0.31% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +97.1% | 0.19% | +0.08 |
| HIW Highwoods Properties Inc. | New | 0.08% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +39.0% | 0.38% | +0.08 |
| VIG Vanguard Dividend Apprec ETF | New | 0.08% | +0.08 |
| FISV Fiserv Inc. | Add +75.1% | 0.18% | +0.08 |
| ACN Accenture PLC Class A | Add +39.2% | 0.29% | +0.08 |
| CWST Casella Waste Systems Inc. Class A | New | 0.08% | +0.08 |
| PGR Progressive Corp. | Add +60.0% | 0.19% | +0.07 |
| LMT Lockheed Martin Corp. | Add +38.6% | 0.23% | +0.07 |
| WMT Walmart Inc. | Add +14.1% | 0.53% | +0.07 |
| BKE The Buckle Inc. | New | 0.07% | +0.07 |
| CLX Clorox Company | New | 0.07% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.3% | 1.04% | +0.07 |
| BMY Bristol-Myers Squibb Co. | New | 0.07% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +53.0% | 0.24% | +0.07 |
| FTNT Fortinet Inc. | New | 0.07% | +0.07 |
| WDAY Workday Inc. Class A | New | 0.07% | +0.07 |
| BC Brunswick Corp. | New | 0.07% | +0.07 |
| PYPL PayPal Holdings Inc. | New | 0.07% | +0.07 |
| AKAM Akamai Technologies Inc. | New | 0.07% | +0.07 |
| HD Home Depot Inc. | Add +16.6% | 0.45% | +0.07 |
| RUSHB Rush Enterprises Inc. Class B | Add +74.6% | 0.14% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +91.7% | 0.16% | +0.07 |
| PCVX Vaxcyte Inc. | Add +23.0% | 0.17% | +0.06 |
| ADI Analog Devices Inc. | Add +72.1% | 0.19% | +0.06 |
| ORCL Oracle Corp. | Add +12.3% | 0.46% | +0.06 |
| AMN Amn Healthcare Services Inc. | New | 0.06% | +0.06 |
| LEN.B Lennar Corp. Class B | New | 0.06% | +0.06 |
| TMUS T-Mobile US Inc. | New | 0.06% | +0.06 |
| ADP Automatic Data Processing | Add +53.0% | 0.17% | +0.06 |
| SO The Southern Co. | New | 0.06% | +0.06 |
| CG The Carlyle Group Inc. | New | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +23.1% | 0.16% | +0.06 |
| EXPO Exponent Inc. | New | 0.06% | +0.06 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.06% | +0.06 |
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 |