EF

Everhart Financial Group, Inc.

13F
Everhart Financial Group, Inc.
Last update 2025-04-16 328 Stocks (42 new)
Value $731.00 Mil Turnover 39 %
Countries:
Top Holdings: VTV(14.62%)VUG(10.88%)VTI(8.03%)BIV(5.04%)AAPL(3.74%)
Summary Stock Picks Current Portfolio
Everhart Financial Group, Inc.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
619,193
106,959.3
+778.06%
14.620
+12.95%
0.070
+13.10%
+6.67%
133,561.8
 
VUG
Vanguard Growth ETF
214,669
79,603.4
+720.63%
10.880
+9.55%
0.050
+31.75%
+10.07%
167,965.7
 
VTI
Vanguard Total Stock Market ETF
213,645
58,718.2
+63.65%
8.030
+3.12%
0.010
+23.41%
+7.94%
479,252.0
 
BIV
Vanguard Intermediate-Term Bond ETF
481,577
36,874.3
+1,869.08%
5.040
+4.78%
0.160
+2.67%
+4.94%
23,222.7
 
AAPL
Apple Inc
122,987
27,319.1
+13.11%
3.740
+0.43%
0.000
+10.57%
-14.62%
3,185,811.7
Hardware
NVDA
NVIDIA Corp
204,845
22,201.1
+3.18%
3.040
+0.09%
0.000
+77.53%
+28.12%
4,195,391.4
Semiconductors
MSFT
Microsoft Corp
48,952
18,376.2
+1.63%
2.510
+0.04%
0.000
+42.37%
+21.54%
3,793,161.6
Software
VWO
Vanguard FTSE Emerging Markets ETF
301,061
13,626.0
+206.49%
1.860
+1.25%
0.020
+17.66%
+15.94%
87,588.4
 
SCHG
Schwab U.S. Large-Cap Growth ETF
445,634
11,158.7
-4.82%
1.530
-0.13%
0.030
+29.95%
+7.44%
45,526.8
 
AMZN
Amazon.com Inc
56,870
10,820.0
+7.19%
1.480
+0.10%
0.000
+36.33%
+3.97%
2,421,696.1
Retail - Cyclical

Everhart Financial Group, Inc.'s Historical Top Holdings Breakdowns

Everhart Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+12.95%
●
167.73 ($174.39) 179.21
$178.54
2.38%
Add 778.06%
619,193
548,675
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+9.55%
●
369.1 ($404.54) 427.61
$450.58
11.38%
Add 720.63%
214,669
188,510
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+4.78%
●
73.78 ($75.44) 76.59
$76.88
1.90%
Add 1869.08%
481,577
457,120
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+3.12%
●
271.18 ($290.53) 303.12
$310.74
6.96%
Add 63.65%
213,645
83,094
IWV
iShares Russell 3000 ETF
2025-03-31
Sold Out
Sold Out
-1.31%
●
313.1 ($335.28) 349.83
$358.81
7.02%
Sold Out
0
-18,986
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+1.25%
●
42.5 ($45.01) 46.71
$50.86
13.00%
Add 206.49%
301,061
202,831
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
New Buy
New Buy
+0.66%
●
28.88 ($30.87) 32.4
$34.58
12.02%
New holding
154,660
154,660
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
New Buy
New Buy
+0.47%
●
58.07 ($58.36) 58.69
$58.60
0.40%
New holding
58,007
58,007
IWB
iShares Russell 1000 ETF
2025-03-31
Sold Out
Sold Out
-0.45%
●
302.31 ($323.34) 337.54
$346.88
7.28%
Sold Out
0
-6,833
AAPL
Apple Inc
2025-03-31
Add
Add
+0.43%
●
209.68 ($231.67) 247.1
$213.37
-7.90%
Add 13.11%
122,987
14,259

Everhart Financial Group, Inc. Total Holding History ($B)

To

Everhart Financial Group, Inc.'s Asset Allocation

To

Everhart Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Everhart Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Everhart Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Everhart Financial Group, Inc.'s Holdings Heat Map

Size field:

Everhart Financial Group, Inc.'s Holdings Bubble Chart

Everhart Financial Group, Inc. News

  • 1

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