Everhart Financial Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Everhart Financial Group, Inc. reported 309 stock positions worth $485.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.8% of the portfolio, followed by Apple (AAPL, 5.6%) and Nvidia (NVDA, 5.5%). Compared with Q3 2024, it opened 17 new positions, sold out of 24, added to 177 and reduced 105. The biggest buy was iShares Russell 3000 ETF (IWV, shares +209%) and the biggest sale Eli Lilly (LLY, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Dublin, OH
- CIK
- 0001852858
- Portfolio Value
- $485.9M (Q4 2024)
- SEC Filing
- 0001667731-25-000184 ↗ filed Jan 30, 2025
Holdings Value
Holdings 309 stocks · $485.9M
| VTI VG Morningstar TS MKT ETF-US | 7.79% | 130,551 | $37.8M | Add +3.9% |
| AAPL Apple Inc. | 5.60% | 108,728 | $27.2M | Add +14.7% |
| NVDA Nvidia Corp. | 5.49% | 198,538 | $26.7M | Add +8.6% |
| MSFT Microsoft Corp. | 4.18% | 48,169 | $20.3M | Add +12.5% |
| SCHG Schwab US Large-Cap Growth | 2.69% | 468,177 | $13.0M | Reduce -2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.46% | 70,518 | $11.9M | Add +12.2% |
| AMZN Amazon.com Inc. | 2.40% | 53,057 | $11.6M | Add +13.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.21% | 26,159 | $10.7M | Add +11.7% |
| SCHB Schwab US Broad Market ETF | 2.14% | 458,028 | $10.4M | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 2.05% | 17,000 | $10.0M | Add +32.0% |
| TSLA Tesla Inc. | 1.31% | 15,796 | $6.4M | Add +11.2% |
| IWV iShares Russell 3000 ETF | 1.31% | 18,986 | $6.3M | Add +209.3% |
| GOOGL Alphabet Inc. Class A | 1.28% | 32,729 | $6.2M | Add +11.8% |
| JPM JPMorgan Chase & Co. | 1.26% | 25,553 | $6.1M | Add +3.1% |
| AVGO Broadcom Inc. | 1.22% | 25,524 | $5.9M | Add +6.9% |
| GOOG Alphabet Inc. Class C | 1.18% | 30,130 | $5.7M | Add +12.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.06% | 25,917 | $5.1M | Add +1.8% |
| PG The Procter & Gamble Co. | 1.05% | 30,461 | $5.1M | Reduce -5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.99% | 10,619 | $4.8M | Add +3.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.94% | 17,946 | $4.6M | Add +4.1% |
| VWO Vanguard Ftse Emerging Marke | 0.89% | 98,230 | $4.3M | Reduce -6.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.84% | 14,569 | $4.1M | Add +7.6% |
| SCHV Schwab US Large-Cap Value | 0.82% | 152,339 | $4.0M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.79% | 4,975 | $3.8M | Reduce -8.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.79% | 23,653 | $3.8M | Add +11.5% |
| SCHM Schwab US Mid Cap ETF | 0.73% | 127,591 | $3.5M | Reduce -13.1% |
| SCHD Schwab US DVD Equity ETF | 0.72% | 128,601 | $3.5M | Reduce -9.4% |
| VNQ Vanguard Real Estate ETF | 0.71% | 38,526 | $3.4M | Add +7.5% |
| XOM Exxon Mobil Corp. | 0.69% | 31,020 | $3.3M | Reduce -4.0% |
| VXUS Vanguard Total Intl Stock | 0.67% | 55,428 | $3.3M | Add +11.7% |
| COST Costco Wholesale Corp. | 0.66% | 3,499 | $3.2M | Add +3.6% |
| V Visa Inc. Class A | 0.65% | 10,069 | $3.2M | Add +9.1% |
| ABBV Abbvie Inc. | 0.63% | 17,280 | $3.1M | Add +33.1% |
| IVV iShares Core S&P 500 ETF | 0.63% | 5,177 | $3.0M | Add +0.3% |
| NFLX Netflix Inc. | 0.60% | 3,261 | $2.9M | Add +4.3% |
| WMT Walmart Inc. | 0.59% | 31,574 | $2.9M | Add +5.7% |
| MA Mastercard Inc. Class A | 0.50% | 4,651 | $2.4M | Add +6.3% |
| BSV Vanguard Short-Term Bond ETF | 0.47% | 29,249 | $2.3M | Reduce -3.0% |
| IWB iShares Russell 1000 ETF | 0.45% | 6,833 | $2.2M | New |
| UNH Unitedhealth Group Inc. | 0.45% | 4,292 | $2.2M | Reduce -7.3% |
| VOO Vanguard S&P 500 ETF | 0.44% | 4,008 | $2.2M | Add +0.7% |
| ORCL Oracle Corp. | 0.44% | 12,793 | $2.1M | Add +5.0% |
| HD Home Depot Inc. | 0.43% | 5,378 | $2.1M | Add +6.6% |
| SCHA Schwab US Small-Cap ETF | 0.42% | 78,991 | $2.0M | Reduce -20.5% |
| NOW ServiceNow Inc. | 0.41% | 1,880 | $2.0M | Add +5.4% |
| CRM Salesforce Inc. | 0.40% | 5,751 | $1.9M | Add +13.1% |
| BND Vanguard Total Bond Market | 0.39% | 26,271 | $1.9M | Add +72.0% |
| BIV Vanguard Intermediate-Term B | 0.38% | 24,457 | $1.8M | Add +37.4% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 23,741 | $1.8M | Add +20.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 34,206 | $1.7M | Reduce -6.1% |
| ISRG Intuitive Surgical Inc. | 0.34% | 3,196 | $1.7M | Add +4.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.34% | 7,155 | $1.7M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 36,991 | $1.6M | Add +6.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 22,744 | $1.6M | Add +3.8% |
| BKNG Booking Holdings Inc. | 0.33% | 318 | $1.6M | Add +23.3% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 9,377 | $1.6M | Add +8.5% |
| INTU Intuit Inc. | 0.31% | 2,372 | $1.5M | Reduce -4.0% |
| SPOT Spotify Technology SA | 0.30% | 3,255 | $1.5M | Add +2.8% |
| CAT Caterpillar Inc. | 0.30% | 4,012 | $1.5M | Add +4.0% |
| MUB iShares National Muni Bond E | 0.30% | 13,484 | $1.4M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 5,298 | $1.4M | Reduce -2.5% |
| PM Philip Morris International | 0.28% | 11,469 | $1.4M | Add +8.8% |
| STXG Strive 1000 Growth ETF | 0.28% | 31,737 | $1.4M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.28% | 22,884 | $1.4M | Add +10.1% |
| BSX Boston Scientific Corp. | 0.28% | 15,108 | $1.3M | Add +6.6% |
| PWR Quanta Services Inc. | 0.28% | 4,265 | $1.3M | Add +3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 6,109 | $1.3M | Add +8.6% |
| ACN Accenture PLC Class A | 0.28% | 3,810 | $1.3M | Add +3.4% |
| GS Goldman Sachs Group Inc. | 0.28% | 2,337 | $1.3M | Add +8.1% |
| WFC Wells Fargo & Co. | 0.27% | 18,564 | $1.3M | Add +11.4% |
| AXP American Express Co. | 0.27% | 4,393 | $1.3M | Add +28.2% |
| AMD Advanced Micro Devices | 0.26% | 10,647 | $1.3M | Reduce -9.2% |
| CVX Chevron Corp. | 0.26% | 8,876 | $1.3M | Add +13.8% |
| MCD McDonald's Corp. | 0.26% | 4,406 | $1.3M | Add +11.1% |
| STXV Strive 1000 Value ETF | 0.26% | 43,236 | $1.3M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 10,536 | $1.3M | Add +3.5% |
| PANW Palo Alto Networks Inc. | 0.26% | 6,951 | $1.3M | Add +1.6% |
| KO The Coca-Cola Co. | 0.26% | 19,925 | $1.2M | Reduce -4.1% |
| SCHX Schwab US Large-Cap ETF | 0.25% | 52,868 | $1.2M | Reduce -0.7% |
| GEV GE Vernova Inc. | 0.25% | 3,710 | $1.2M | Add +11.0% |
| ADBE Adobe Inc. | 0.25% | 2,739 | $1.2M | Reduce -4.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.25% | 10,162 | $1.2M | Add +17.6% |
| ITT Itt Inc. | 0.24% | 8,302 | $1.2M | Add +8.0% |
| CDNS Cadence Design SYS Inc. | 0.24% | 3,936 | $1.2M | Add +6.0% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 24,643 | $1.2M | Reduce -3.4% |
| SYK Stryker Corp. | 0.24% | 3,245 | $1.2M | Add +2.4% |
| ABT Abbott Laboratories | 0.24% | 10,322 | $1.2M | Add +2.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 4,778 | $1.1M | Add +5.8% |
| T AT&T Inc. | 0.23% | 49,864 | $1.1M | Add +5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,865 | $1.1M | Add +42.5% |
| NI Nisource Inc. | 0.22% | 29,223 | $1.1M | Add +4.1% |
| MRK Merck & Co. Inc. | 0.22% | 10,586 | $1.1M | Reduce -12.2% |
| SUB iShares Short-Term National | 0.22% | 9,978 | $1.1M | Reduce -0.5% |
| SPGI S&P Global Inc. | 0.21% | 2,088 | $1.0M | Reduce -3.9% |
| VGT Vanguard Info Tech ETF | 0.21% | 1,668 | $1.0M | Add +180.3% |
| RTX RTX Corp. | 0.21% | 8,886 | $1.0M | Reduce -4.7% |
| CSX CSX Corp. | 0.21% | 31,775 | $1.0M | Reduce -4.6% |
| STXF Strive 500 ETF | 0.21% | 26,767 | $1.0M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.21% | 6,563 | $998K | Reduce -23.0% |
| SNPS Synopsys Inc. | 0.20% | 2,051 | $995K | Add +0.5% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -8.4% | 0.79% | −0.28 |
| SCHB Schwab US Broad Market ETF | Reduce -5.9% | 2.14% | −0.25 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.7% | 0.89% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -5.5% | 1.05% | −0.19 |
| SCHM Schwab US Mid Cap ETF | Reduce -13.1% | 0.73% | −0.17 |
| JNJ Johnson & Johnson | Reduce -38.0% | 0.18% | −0.17 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.4% | 0.72% | −0.16 |
| TMO Thermo Fisher Scientific Inc. | Reduce -46.4% | 0.12% | −0.16 |
| AMD Advanced Micro Devices | Reduce -9.2% | 0.26% | −0.16 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -7.3% | 0.45% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -4.0% | 0.69% | −0.15 |
| AMGN Amgen Inc. | Reduce -45.5% | 0.10% | −0.15 |
| REGN Regeneron Pharmaceuticals | Reduce -59.1% | 0.05% | −0.15 |
| SCHA Schwab US Small-Cap ETF | Reduce -20.5% | 0.42% | −0.15 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.14 |
| TXN Texas Instruments Inc. | Reduce -36.7% | 0.14% | −0.13 |
| DHR Danaher Corp. | Reduce -39.7% | 0.10% | −0.12 |
| PFE Pfizer Inc. | Reduce -60.0% | 0.06% | −0.12 |
| PEP Pepsico Inc. | Reduce -23.0% | 0.21% | −0.12 |
| WING Wingstop Inc. | Reduce -18.1% | 0.12% | −0.11 |
| BLK BlackRock Inc. | Reduce -72.6% | 0.04% | −0.11 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.11 |
| LEN Lennar Corp. Class A | Reduce -14.7% | 0.14% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -24.2% | 0.14% | −0.10 |
| SCHV Schwab US Large-Cap Value | Reduce -0.9% | 0.82% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -9.3% | 0.20% | −0.09 |
| MPC Marathon Petroleum Corp. | Reduce -27.4% | 0.13% | −0.09 |
| CPB The Campbell's Company | Reduce -44.2% | 0.07% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -12.2% | 0.22% | −0.09 |
| INTC Intel Corp. | Sold out | 0.00% | −0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -22.5% | 0.14% | −0.08 |
| ADBE Adobe Inc. | Reduce -4.7% | 0.25% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.2% | 2.69% | −0.08 |
| KO The Coca-Cola Co. | Reduce -4.1% | 0.26% | −0.08 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.07 |
| CNC Centene Corp. | Sold out | 0.00% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -8.5% | 0.18% | −0.07 |
| STAG Stag Industrial Inc. | Reduce -25.1% | 0.11% | −0.07 |
| TGT Target Corp. | Sold out | 0.00% | −0.07 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.07 |
| PCVX Vaxcyte Inc. | Reduce -8.3% | 0.10% | −0.07 |
| BALL Ball Corp. | Sold out | 0.00% | −0.07 |
| CI The Cigna Group | Reduce -25.8% | 0.08% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -30.4% | 0.09% | −0.06 |
| PHM Pultegroup Inc. | Reduce -6.2% | 0.12% | −0.06 |
| AMN Amn Healthcare Services Inc. | Sold out | 0.00% | −0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.06 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.0% | 0.47% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| IWV iShares Russell 3000 ETF | Add +209.3% | 1.31% | +0.86 |
| AAPL Apple Inc. | Add +14.7% | 5.60% | +0.85 |
| NVDA Nvidia Corp. | Add +8.6% | 5.49% | +0.57 |
| TSLA Tesla Inc. | Add +11.2% | 1.31% | +0.49 |
| AMZN Amazon.com Inc. | Add +13.3% | 2.40% | +0.47 |
| IWB iShares Russell 1000 ETF | New | 0.45% | +0.45 |
| META Meta Platforms Inc. Class A | Add +32.0% | 2.05% | +0.42 |
| AVGO Broadcom Inc. | Add +6.9% | 1.22% | +0.31 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.7% | 2.21% | +0.22 |
| PLTR Palantir Technologies Inc. Class A | Add +20.0% | 0.37% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +11.8% | 1.28% | +0.20 |
| GOOG Alphabet Inc. Class C | Add +12.7% | 1.18% | +0.19 |
| BND Vanguard Total Bond Market | Add +72.0% | 0.39% | +0.14 |
| VGT Vanguard Info Tech ETF | Add +180.3% | 0.21% | +0.14 |
| VTHR Vanguard Russell 3000 | New | 0.12% | +0.12 |
| NFLX Netflix Inc. | Add +4.3% | 0.60% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +3.1% | 1.26% | +0.10 |
| MSFT Microsoft Corp. | Add +12.5% | 4.18% | +0.10 |
| APP AppLovin Corp. Class A | Add +14.9% | 0.15% | +0.09 |
| V Visa Inc. Class A | Add +9.1% | 0.65% | +0.09 |
| CFG Citizens Financial Group | New | 0.09% | +0.09 |
| MRVL Marvell Technology Inc. | New | 0.09% | +0.09 |
| CRM Salesforce Inc. | Add +13.1% | 0.40% | +0.09 |
| BKNG Booking Holdings Inc. | Add +23.3% | 0.33% | +0.08 |
| MSTR Strategy Inc. | New | 0.08% | +0.08 |
| MS Morgan Stanley | Add +41.7% | 0.19% | +0.07 |
| BIV Vanguard Intermediate-Term B | Add +37.4% | 0.38% | +0.07 |
| DG Dollar General Corp. | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +33.1% | 0.63% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | Add +1.6% | 0.34% | +0.06 |
| AXP American Express Co. | Add +28.2% | 0.27% | +0.06 |
| GEV GE Vernova Inc. | Add +11.0% | 0.25% | +0.06 |
| WFC Wells Fargo & Co. | Add +11.4% | 0.27% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +42.5% | 0.23% | +0.06 |
| NOW ServiceNow Inc. | Add +5.4% | 0.41% | +0.06 |
| BX Blackstone Inc. | New | 0.06% | +0.06 |
| VST Vistra Corp. | New | 0.05% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | Add +42.0% | 0.19% | +0.05 |
| HON Honeywell International Inc. | Add +40.6% | 0.18% | +0.05 |
| WMT Walmart Inc. | Add +5.7% | 0.59% | +0.05 |
| SNDR Schneider National Inc. Class B | New | 0.05% | +0.05 |
| CPRT Copart Inc. | Add +36.7% | 0.18% | +0.05 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| COIN Coinbase Global Inc. Class A | New | 0.05% | +0.05 |
| MSCI MSCI Inc. | New | 0.05% | +0.05 |
| DIS The Walt Disney Co. | Add +22.2% | 0.18% | +0.05 |
| CAH Cardinal Health Inc. | New | 0.04% | +0.04 |
| HUBS HubSpot Inc. | New | 0.04% | +0.04 |
| CTRA Coterra Energy Inc. | New | 0.04% | +0.04 |
| IWF iShares Russell 1000 Growth | New | 0.04% | +0.04 |
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 |