Everhart Financial Group, Inc. Top Holdings and 13F Report (2024) About Everhart Financial Group, Inc.Investment ActivityEverhart Financial Group, Inc. has $731.35 million in total holdings as of September 30, 2024.Everhart Financial Group, Inc. owns shares of 328 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 39.19% of the portfolio was purchased this quarter.About 2.46% of the portfolio was sold this quarter.This quarter, Everhart Financial Group, Inc. has purchased 309 new stocks and bought additional shares in 211 stocks.Everhart Financial Group, Inc. sold shares of 67 stocks and completely divested from 23 stocks this quarter.Largest Holdings Vanguard Value ETF $106,959,313Vanguard Growth ETF $79,603,402Vanguard Total Stock Market ETF $58,718,172Vanguard Intermediate-Term Bond ETF $36,874,321Apple $27,319,144 Largest New Holdings this Quarter 25434V203 - Dimensional International Core Equity Market ETF $4,830,032 Holding92206C102 - Vanguard Short-Term Treasury Index ETF $3,404,431 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $2,273,193 Holding25434V401 - Dimensional U.S. Equity ETF $654,998 Holding512807306 - LAM RESEARCH CORP $635,471 Holding Largest Purchases this Quarter Vanguard Value ETF 548,675 shares (about $94.78M)Vanguard Growth ETF 188,510 shares (about $69.90M)Vanguard Intermediate-Term Bond ETF 457,120 shares (about $35.00M)Vanguard Total Stock Market ETF 83,094 shares (about $22.84M)Vanguard FTSE Emerging Markets ETF 202,831 shares (about $9.18M) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 22,543 shares (about $564.48K)Vanguard Information Technology ETF 627 shares (about $340.07K)Chipotle Mexican Grill 4,019 shares (about $201.79K)Schwab International Equity ETF 10,089 shares (about $199.56K)nVent Electric 3,681 shares (about $192.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEverhart Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$106,959,313$94,778,043 ▲778.1%619,19314.6%ETFVUGVanguard Growth ETF$79,603,402$69,903,141 ▲720.6%214,66910.9%ETFVTIVanguard Total Stock Market ETF$58,718,172$22,837,547 ▲63.6%213,6458.0%ETFBIVVanguard Intermediate-Term Bond ETF$36,874,321$35,001,650 ▲1,869.1%481,5775.0%ETFAAPLApple$27,319,144$3,167,357 ▲13.1%122,9873.7%Computer and TechnologyNVDANVIDIA$22,201,139$683,554 ▲3.2%204,8453.0%Computer and TechnologyMSFTMicrosoft$18,376,197$293,932 ▲1.6%48,9522.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$13,626,033$9,180,139 ▲206.5%301,0611.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,158,667$564,476 ▼-4.8%445,6341.5%ETFAMZNAmazon.com$10,820,024$725,457 ▲7.2%56,8701.5%Retail/WholesaleMETAMeta Platforms$10,135,633$337,739 ▲3.4%17,5861.4%Computer and TechnologySCHBSchwab US Broad Market ETF$9,835,406$25,944 ▼-0.3%456,8231.3%ETFJPMJPMorgan Chase & Co.$6,418,718$150,613 ▲2.4%26,1670.9%FinanceBRK.BBerkshire Hathaway$6,008,035$352,568 ▲6.2%11,2810.8%FinanceVBRVanguard Small-Cap Value ETF$5,530,830$702,694 ▲14.6%29,6890.8%ETFGOOGLAlphabet$5,258,497$197,319 ▲3.9%34,0050.7%Computer and TechnologyPGProcter & Gamble$5,160,472$30,676 ▼-0.6%30,2810.7%Consumer StaplesGOOGAlphabet$4,980,772$273,559 ▲5.8%31,8810.7%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$4,961,949$571,714 ▲13.0%20,2830.7%ETFDFAIDimensional International Core Equity Market ETF$4,830,032$4,830,032 ▲New Holding154,6600.7%ETFLLYEli Lilly and Company$4,763,023$654,121 ▲15.9%5,7670.7%MedicalVOEVanguard Mid-Cap Value ETF$4,520,334$723,074 ▲19.0%28,1570.6%ETFAVGOBroadcom$4,457,824$184,340 ▲4.3%26,6250.6%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$4,277,079$609,033 ▲16.6%16,9880.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,087,859$38,700 ▲1.0%153,7950.6%ETFTSLATesla$4,055,077$38,615 ▼-0.9%15,6470.6%Auto/Tires/TrucksVNQVanguard Real Estate ETF$4,028,256$540,077 ▲15.5%44,4910.6%ETFVXUSVanguard Total International Stock ETF$4,012,402$570,326 ▲16.6%64,6120.5%ETFCOSTCostco Wholesale$3,987,408$678,124 ▲20.5%4,2160.5%Retail/WholesaleXOMExxon Mobil$3,982,015$292,806 ▲7.9%33,4820.5%EnergyVVisa$3,938,746$410,031 ▲11.6%11,2390.5%Business ServicesABBVAbbVie$3,850,378$229,845 ▲6.3%18,3770.5%MedicalSCHDSchwab US Dividend Equity ETF$3,424,714$170,976 ▼-4.8%122,4860.5%ETFVGSHVanguard Short-Term Treasury Index ETF$3,404,431$3,404,431 ▲New Holding58,0070.5%ETFSCHMSchwab U.S. Mid-Cap ETF$3,328,415$14,462 ▼-0.4%127,0390.5%ETFNFLXNetflix$3,205,106$164,125 ▲5.4%3,4370.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$3,049,198$140,464 ▲4.8%5,4270.4%ETFMAMastercard$3,024,526$475,220 ▲18.6%5,5180.4%Business ServicesWMTWalmart$2,846,942$75,060 ▲2.7%32,4290.4%Retail/WholesaleVOOVanguard S&P 500 ETF$2,653,276$593,557 ▲28.8%5,1630.4%ETFBSVVanguard Short-Term Bond ETF$2,454,477$164,858 ▲7.2%31,3550.3%ETFUNHUnitedHealth Group$2,375,207$127,271 ▲5.7%4,5350.3%MedicalBNDVanguard Total Bond Market ETF$2,324,548$394,941 ▲20.5%31,6480.3%ETFDFAEDimensional Emerging Core Equity Market ETF$2,273,193$2,273,193 ▲New Holding87,8020.3%ETFSCHXSchwab US Large-Cap ETF$2,077,004$909,676 ▲77.9%94,0670.3%ETFPALANTIR TECHNOLOGIES INC$2,058,516$54,776 ▲2.7%24,3900.3%CL AGEGeneral Electric$2,010,281$133,498 ▲7.1%10,0440.3%TransportationHDHome Depot$2,010,204$39,215 ▲2.0%5,4850.3%Retail/WholesalePMPhilip Morris International$1,942,379$121,905 ▲6.7%12,2370.3%Consumer StaplesSCHASchwab US Small-Cap ETF$1,861,277$10,520 ▲0.6%79,4400.3%ETFSPOTSpotify Technology$1,854,701$64,354 ▲3.6%3,3720.3%Business ServicesORCLOracle$1,826,956$38,309 ▲2.1%13,0670.2%Computer and TechnologyCVXChevron$1,816,551$331,727 ▲22.3%10,8590.2%EnergyVTEBVanguard Tax-Exempt Bond ETF$1,791,084$93,782 ▲5.5%36,0960.2%ETFJNJJohnson & Johnson$1,772,978$767,500 ▲76.3%10,6910.2%MedicalIEFAiShares Core MSCI EAFE ETF$1,720,130$454 ▼0.0%22,7380.2%ETFKOCoca-Cola$1,705,090$278,034 ▲19.5%23,8070.2%Consumer StaplesCRMSalesforce$1,640,836$97,420 ▲6.3%6,1140.2%Computer and TechnologyISRGIntuitive Surgical$1,620,028$37,145 ▲2.3%3,2710.2%MedicalBACBank of America$1,615,640$72,025 ▲4.7%38,7170.2%FinanceBKNGBooking$1,607,860$142,819 ▲9.7%3490.2%Retail/WholesaleIBMInternational Business Machines$1,600,206$81,067 ▲5.3%6,4350.2%Computer and TechnologyBSXBoston Scientific$1,596,931$72,835 ▲4.8%15,8300.2%MedicalABTAbbott Laboratories$1,586,073$216,880 ▲15.8%11,9570.2%MedicalMCDMcDonald's$1,546,455$170,232 ▲12.4%4,9510.2%Retail/WholesaleINTUIntuit$1,534,361$77,977 ▲5.4%2,4990.2%Computer and TechnologyMUBiShares National Muni Bond ETF$1,532,043$110,290 ▲7.8%14,5300.2%ETFTAT&T$1,525,301$115,155 ▲8.2%53,9360.2%Computer and TechnologyCSCOCisco Systems$1,521,579$109,412 ▲7.7%24,6570.2%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,479,091$521,005 ▲54.4%12,7950.2%ETFVEAVanguard FTSE Developed Markets ETF$1,467,559$214,959 ▲17.2%28,8720.2%ETFPEPPepsiCo$1,464,903$480,854 ▲48.9%9,7700.2%Consumer StaplesNOWServiceNow$1,436,237$60,507 ▼-4.0%1,8040.2%Computer and TechnologyRCLRoyal Caribbean Cruises$1,420,618$49,306 ▼-3.4%6,9150.2%Consumer DiscretionaryWFCWells Fargo & Company$1,399,187$66,478 ▲5.0%19,4900.2%FinanceTJXTJX Companies$1,393,681$110,354 ▲8.6%11,4420.2%Retail/WholesaleGSThe Goldman Sachs Group$1,350,608$73,759 ▲5.8%2,4720.2%FinanceRTXRTX$1,340,230$163,191 ▲13.9%10,1180.2%AerospaceVOVanguard Mid-Cap ETF$1,327,109$42,927 ▼-3.1%5,1320.2%ETFEA SERIES TRUST$1,320,534$1,403 ▲0.1%43,2820.2%STRIVE 1000 VALUCATCaterpillar$1,311,166$11,872 ▼-0.9%3,9760.2%IndustrialsAMDAdvanced Micro Devices$1,310,346$216,473 ▲19.8%12,7540.2%Computer and TechnologySYKStryker$1,285,752$77,800 ▲6.4%3,4540.2%MedicalEA SERIES TRUST$1,263,417$7,650 ▼-0.6%31,5460.2%STRIVE 1000 GRWTPANWPalo Alto Networks$1,255,569$69,450 ▲5.9%7,3580.2%Computer and TechnologyACNAccenture$1,241,295$52,423 ▲4.4%3,9780.2%Computer and TechnologyMRKMerck & Co., Inc.$1,239,599$289,389 ▲30.5%13,8100.2%MedicalNINiSource$1,203,662$32,112 ▲2.7%30,0240.2%UtilitiesAMGNAmgen$1,168,313$559,232 ▲91.8%3,7500.2%MedicalFIFiserv$1,166,866$132,056 ▲12.8%5,2840.2%Business ServicesGE VERNOVA INC$1,153,653$21,064 ▲1.9%3,7790.2%COMITTITT$1,149,782$77,496 ▲7.2%8,9020.2%Multi-Sector ConglomeratesCTASCintas$1,123,838$81,184 ▲7.8%5,4680.2%Business ServicesVBVanguard Small-Cap ETF$1,123,796$64,306 ▲6.1%5,0680.2%ETFAZOAutoZone$1,120,957$80,068 ▲7.7%2940.2%Retail/WholesaleSPGIS&P Global$1,120,360$59,448 ▲5.6%2,2050.2%Business ServicesPGRProgressive$1,119,871$116,317 ▲11.6%3,9570.2%FinanceSPYSPDR S&P 500 ETF Trust$1,079,197$35,805 ▲3.4%1,9290.1%FinanceAXPAmerican Express$1,072,702$109,234 ▼-9.2%3,9870.1%FinanceVRTXVertex Pharmaceuticals$1,070,968$268,106 ▲33.4%2,2090.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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