0001852858-23-000003.txt : 20230425 0001852858-23-000003.hdr.sgml : 20230425 20230425162950 ACCESSION NUMBER: 0001852858-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Everhart Financial Group, Inc. CENTRAL INDEX KEY: 0001852858 IRS NUMBER: 311440043 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21127 FILM NUMBER: 23845258 BUSINESS ADDRESS: STREET 1: 535 METRO PLACE SOUTH, SUITE 100 CITY: DUBLIN STATE: OH ZIP: 43017 BUSINESS PHONE: 614-717-9705 MAIL ADDRESS: STREET 1: 535 METRO PLACE SOUTH, SUITE 100 CITY: DUBLIN STATE: OH ZIP: 43017 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001852858 XXXXXXXX 03-31-2023 03-31-2023 false Everhart Financial Group, Inc.

535 Metro Place South, Suite 100 Dublin OH 43017

13F HOLDINGS REPORT 028-21127 000107091 801-50786 N Steven Reinsel 614-717-9705 /s/ Steven Reinsel Dublin OH 04-25-2023 0 204 222857654 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 504105 4978 SH SOLE 0 0 2944 ABBVIE INC COM 00287Y109 1113627 6988 SH SOLE 0 0 4277 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 485591 1699 SH SOLE 0 0 774 ADOBE SYSTEMS INCORPORATED COM 00724F101 616592 1600 SH SOLE 0 0 1600 ADVANCED MICRO DEVICES INC COM 007903107 701163 7154 SH SOLE 0 0 2831 AGILENT TECHNOLOGIES INC COM 00846U101 313617 2267 SH SOLE 0 0 2267 AGILON HEALTH INC COM 00857U107 537486 22631 SH SOLE 0 0 22631 AIR PRODS & CHEMS INC COM 009158106 318803 1110 SH SOLE 0 0 1110 ALPHABET INC CAP STK CL A 02079K305 1503981 14499 SH SOLE 0 0 5847 ALPHABET INC CAP STK CL C 02079K107 1165008 11202 SH SOLE 0 0 4831 AMAZON COM INC COM 023135106 2304883 22315 SH SOLE 0 0 9115 AMERICAN EXPRESS CO COM 025816109 349199 2117 SH SOLE 0 0 2117 AMERICAN WTR WKS CO INC NEW COM 030420103 295470 2017 SH SOLE 0 0 2017 AMERISOURCEBERGEN CORP COM 03073E105 239685 1497 SH SOLE 0 0 1497 AMGEN INC COM 031162100 297353 1230 SH SOLE 0 0 1230 ANALOG DEVICES INC COM 032654105 263289 1335 SH SOLE 0 0 1335 AON PLC SHS CL A G0403H108 229846 729 SH SOLE 0 0 729 APPLE INC COM 037833100 8708209 52809 SH SOLE 0 0 21269 APPLIED MATLS INC COM 038222105 445208 3625 SH SOLE 0 0 1870 AT&T INC COM 00206R102 275891 14332 SH SOLE 0 0 14332 AUTOMATIC DATA PROCESSING IN COM 053015103 266265 1196 SH SOLE 0 0 1196 AUTOZONE INC COM 053332102 432634 176 SH SOLE 0 0 176 BANK AMERICA CORP COM 060505104 654666 22890 SH SOLE 0 0 17416 BATH & BODY WORKS INC COM 070830104 210664 5759 SH SOLE 0 0 5759 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1806923 5852 SH SOLE 0 0 2489 BLACKROCK INC COM 09247X101 264972 396 SH SOLE 0 0 396 BLOCK INC CL A 852234103 241305 3515 SH SOLE 0 0 3515 BOEING CO COM 097023105 390234 1837 SH SOLE 0 0 1837 BOOKING HOLDINGS INC COM 09857L108 355423 134 SH SOLE 0 0 134 BOSTON SCIENTIFIC CORP COM 101137107 238193 4761 SH SOLE 0 0 4761 BRISTOL-MYERS SQUIBB CO COM 110122108 327698 4728 SH SOLE 0 0 4728 BROADCOM INC COM 11135F101 702487 1095 SH SOLE 0 0 607 CADENCE DESIGN SYSTEM INC COM 127387108 416819 1984 SH SOLE 0 0 1984 CAMPBELL SOUP CO COM 134429109 220635 4013 SH SOLE 0 0 4013 CATERPILLAR INC COM 149123101 318774 1393 SH SOLE 0 0 1393 CHEVRON CORP NEW COM 166764100 1018616 6243 SH SOLE 0 0 4223 CHIPOTLE MEXICAN GRILL INC COM 169656105 203287 119 SH SOLE 0 0 119 CINTAS CORP COM 172908105 314160 679 SH SOLE 0 0 679 CISCO SYS INC COM 17275R102 815210 15595 SH SOLE 0 0 5231 CLOROX CO DEL COM 189054109 303821 1920 SH SOLE 0 0 1920 COCA COLA CO COM 191216100 791010 12752 SH SOLE 0 0 5352 COMCAST CORP NEW CL A 20030N101 347066 9155 SH SOLE 0 0 9155 COPART INC COM 217204106 209986 2792 SH SOLE 0 0 2792 COSTAR GROUP INC COM 22160N109 213435 3100 SH SOLE 0 0 3100 COSTCO WHSL CORP NEW COM 22160K105 873994 1759 SH SOLE 0 0 974 CSX CORP COM 126408103 764278 25527 SH SOLE 0 0 25527 DANAHER CORPORATION COM 235851102 274220 1088 SH SOLE 0 0 1088 DARLING INGREDIENTS INC COM 237266101 478179 8188 SH SOLE 0 0 7630 DEERE & CO COM 244199105 545414 1321 SH SOLE 0 0 832 DELTA AIR LINES INC DEL COM NEW 247361702 216888 6211 SH SOLE 0 0 6211 DISNEY WALT CO COM 254687106 325222 3248 SH SOLE 0 0 3248 DUKE ENERGY CORP NEW COM NEW 26441C204 312756 3242 SH SOLE 0 0 3242 DUPONT DE NEMOURS INC COM 26614N102 253348 3530 SH SOLE 0 0 3530 ELEVANCE HEALTH INC COM 036752103 691264 1503 SH SOLE 0 0 1023 EXXON MOBIL CORP COM 30231G102 2169520 19784 SH SOLE 0 0 14370 FIRST BUSEY CORP COM NEW 319383204 233524 11481 SH SOLE 0 0 11481 FORD MTR CO DEL COM 345370860 157928 12534 SH SOLE 0 0 12534 FORTUNE BRANDS INNOVATIONS I COM 34964C106 205731 3503 SH SOLE 0 0 3503 FREEPORT-MCMORAN INC CL B 35671D857 208641 5100 SH SOLE 0 0 5100 GENERAL ELECTRIC CO COM NEW 369604301 376664 3940 SH SOLE 0 0 3940 GOLDMAN SACHS GROUP INC COM 38141G104 227014 694 SH SOLE 0 0 694 HANOVER INS GROUP INC COM 410867105 201617 1569 SH SOLE 0 0 1569 HILTON WORLDWIDE HLDGS INC COM 43300A203 202853 1440 SH SOLE 0 0 1440 HOME DEPOT INC COM 437076102 699733 2371 SH SOLE 0 0 1665 HONEYWELL INTL INC COM 438516106 261452 1368 SH SOLE 0 0 1368 HOSTESS BRANDS INC CL A 44109J106 278731 11203 SH SOLE 0 0 11203 HUBBELL INC COM 443510607 313140 1287 SH SOLE 0 0 1287 HUNTINGTON BANCSHARES INC COM 446150104 608998 54375 SH SOLE 0 0 29575 IDACORP INC COM 451107106 228468 2109 SH SOLE 0 0 2109 IDEXX LABS INC COM 45168D104 383061 766 SH SOLE 0 0 766 INTEL CORP COM 458140100 518007 15856 SH SOLE 0 0 7128 INTERNATIONAL BUSINESS MACHS COM 459200101 418615 3193 SH SOLE 0 0 1779 INTUIT COM 461202103 605437 1358 SH SOLE 0 0 909 INTUITIVE SURGICAL INC COM NEW 46120E602 271054 1061 SH SOLE 0 0 1061 INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 215816 7888 SH SOLE 0 0 7888 ISHARES INC CORE MSCI EMKT 46434G103 362558 7431 SH SOLE 0 0 7431 ISHARES TR MSCI EAFE MIN VL 46429B689 279936 4138 SH SOLE 0 0 4138 ISHARES TR MSCI USA MIN VOL 46429B697 619672 8519 SH SOLE 0 0 8519 ISHARES TR NATIONAL MUN ETF 464288414 1845909 17133 SH SOLE 0 0 17133 ISHARES TR RUS 2000 GRW ETF 464287648 225686 995 SH SOLE 0 0 995 ISHARES TR RUS 2000 VAL ETF 464287630 207174 1512 SH SOLE 0 0 1512 ISHARES TR RUS MID CAP ETF 464287499 223954 3203 SH SOLE 0 0 14 ISHARES TR SHRT NAT MUN ETF 464288158 1474732 14088 SH SOLE 0 0 14088 ISHARES TR CORE S&P500 ETF 464287200 1033824 2515 SH SOLE 0 0 1855 ISHARES TR CORE MSCI EAFE 46432F842 1266005 18938 SH SOLE 0 0 18938 ITT INC COM 45073V108 305243 3537 SH SOLE 0 0 3537 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 384657 7045 SH SOLE 0 0 7045 JOHNSON & JOHNSON COM 478160104 1322504 8532 SH SOLE 0 0 5010 JPMORGAN CHASE & CO COM 46625H100 2291732 17587 SH SOLE 0 0 11364 KEYSIGHT TECHNOLOGIES INC COM 49338L103 232531 1440 SH SOLE 0 0 1440 KROGER CO COM 501044101 213772 4330 SH SOLE 0 0 4330 LENNAR CORP CL A 526057104 311756 2966 SH SOLE 0 0 2966 LILLY ELI & CO COM 532457108 1081086 3148 SH SOLE 0 0 2084 LINCOLN ELEC HLDGS INC COM 533900106 386563 2286 SH SOLE 0 0 2286 LOCKHEED MARTIN CORP COM 539830109 434912 920 SH SOLE 0 0 920 LOWES COS INC COM 548661107 277158 1386 SH SOLE 0 0 1386 MARATHON PETE CORP COM 56585A102 753295 5587 SH SOLE 0 0 1781 MASTERCARD INCORPORATED CL A 57636Q104 776971 2138 SH SOLE 0 0 668 MATTHEWS INTL CORP CL A 577128101 265257 7356 SH SOLE 0 0 7356 MCDONALDS CORP COM 580135101 834792 2988 SH SOLE 0 0 1494 MCKESSON CORP COM 58155Q103 344656 968 SH SOLE 0 0 968 MERCK & CO INC COM 58933Y105 957773 9002 SH SOLE 0 0 6032 META PLATFORMS INC CL A 30303M102 1657583 7821 SH SOLE 0 0 4938 MICROSOFT CORP COM 594918104 6880322 23865 SH SOLE 0 0 9448 MORGAN STANLEY COM NEW 617446448 422581 4813 SH SOLE 0 0 4813 NASDAQ INC COM 631103108 224038 4098 SH SOLE 0 0 4098 NETFLIX INC COM 64110L106 484363 1402 SH SOLE 0 0 1402 NEW YORK CMNTY BANCORP INC COM 649445103 370857 41024 SH SOLE 0 0 41024 NEXTERA ENERGY INC COM 65339F101 717307 9306 SH SOLE 0 0 3271 NIKE INC CL B 654106103 363996 2968 SH SOLE 0 0 2968 NISOURCE INC COM 65473P105 267074 9552 SH SOLE 0 0 9552 NOKIA CORP SPONSORED ADR 654902204 103635 21107 SH SOLE 0 0 21107 NORFOLK SOUTHN CORP COM 655844108 422092 1991 SH SOLE 0 0 1991 NVENT ELECTRIC PLC SHS G6700G107 297231 6922 SH SOLE 0 0 6922 NVIDIA CORPORATION COM 67066G104 2907934 10469 SH SOLE 0 0 7063 OCCIDENTAL PETE CORP COM 674599105 457924 7335 SH SOLE 0 0 7335 OGE ENERGY CORP COM 670837103 250439 6650 SH SOLE 0 0 6650 ORACLE CORP COM 68389X105 569042 6124 SH SOLE 0 0 6124 PEPSICO INC COM 713448108 1316225 7220 SH SOLE 0 0 3632 PFIZER INC COM 717081103 531787 13184 SH SOLE 0 0 7366 PHILIP MORRIS INTL INC COM 718172109 455325 4682 SH SOLE 0 0 4682 PHILLIPS 66 COM 718546104 242906 2396 SH SOLE 0 0 2396 PRIMERICA INC COM 74164M108 219778 1276 SH SOLE 0 0 1276 PROCTER AND GAMBLE CO COM 742718109 3018572 20301 SH SOLE 0 0 15436 PROLOGIS INC. COM 74340W103 612745 4911 SH SOLE 0 0 2788 QUALCOMM INC COM 747525103 253374 1986 SH SOLE 0 0 1986 QUANTA SVCS INC COM 74762E102 391104 2347 SH SOLE 0 0 2347 RAYTHEON TECHNOLOGIES CORP COM 75513E101 321602 3284 SH SOLE 0 0 3284 REGENERON PHARMACEUTICALS COM 75886F107 262934 320 SH SOLE 0 0 320 ROYAL CARIBBEAN GROUP COM V7780T103 284316 4354 SH SOLE 0 0 4354 RUSH ENTERPRISES INC CL B 781846308 221234 3694 SH SOLE 0 0 3694 S&P GLOBAL INC COM 78409V104 224101 650 SH SOLE 0 0 650 SALESFORCE INC COM 79466L302 592748 2967 SH SOLE 0 0 1556 SCHLUMBERGER LTD COM STK 806857108 283258 5769 SH SOLE 0 0 5769 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 808087 32956 SH SOLE 0 0 11998 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 350505 11209 SH SOLE 0 0 11209 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 609742 15417 SH SOLE 0 0 15417 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 413064 11870 SH SOLE 0 0 5677 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8709126 182009 SH SOLE 0 0 56423 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3877258 53101 SH SOLE 0 0 8938 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 977844 20216 SH SOLE 0 0 15509 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8326566 127767 SH SOLE 0 0 63432 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3122976 47621 SH SOLE 0 0 29659 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3925565 57857 SH SOLE 0 0 31497 SCHWAB STRATEGIC TR US REIT ETF 808524847 341457 17511 SH SOLE 0 0 12401 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2631864 62768 SH SOLE 0 0 19502 SERVICENOW INC COM 81762P102 328557 707 SH SOLE 0 0 707 SPDR S&P 500 ETF TR TR UNIT 78462F103 647901 1583 SH SOLE 0 0 600 SPDR SER TR S&P 600 SMCP GRW 78464A201 375094 5086 SH SOLE 0 0 2133 SPDR SER TR S&P DIVID ETF 78464A763 232080 1876 SH SOLE 0 0 696 SPDR SER TR S&P 400 MDCP VAL 78464A839 513737 7774 SH SOLE 0 0 1313 SPDR SER TR PORTFOLIO SH TSR 78468R101 8615455 294747 SH SOLE 0 0 294747 SPDR SER TR NUVEEN BLOOMBERG 78464A284 596979 23841 SH SOLE 0 0 23841 SPDR SER TR S&P 600 SMCP VAL 78464A300 713284 9363 SH SOLE 0 0 2855 SPDR SER TR BLOOMBERG EMERGI 78464A391 218014 10274 SH SOLE 0 0 10274 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 358924 3909 SH SOLE 0 0 3909 SPDR SER TR PRTFLO S&P500 VL 78464A508 203252 4991 SH SOLE 0 0 4991 SPOTIFY TECHNOLOGY S A SHS L8681T102 239982 1796 SH SOLE 0 0 1796 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 7735205 192179 SH SOLE 0 0 192179 STAG INDL INC COM 85254J102 285610 8445 SH SOLE 0 0 8445 STARBUCKS CORP COM 855244109 418290 4017 SH SOLE 0 0 4017 STRYKER CORPORATION COM 863667101 603769 2115 SH SOLE 0 0 1346 SYNOPSYS INC COM 871607107 537274 1391 SH SOLE 0 0 1391 TESLA INC COM 88160R101 1983317 9560 SH SOLE 0 0 4014 TEXAS INSTRS INC COM 882508104 465025 2500 SH SOLE 0 0 2500 THE CIGNA GROUP COM 125523100 248375 972 SH SOLE 0 0 972 THE TRADE DESK INC COM CL A 88339J105 414737 6809 SH SOLE 0 0 4316 THERMO FISHER SCIENTIFIC INC COM 883556102 718919 1247 SH SOLE 0 0 446 TJX COS INC NEW COM 872540109 295260 3768 SH SOLE 0 0 3768 TRANSDIGM GROUP INC COM 893641100 227011 308 SH SOLE 0 0 308 UNITED PARCEL SERVICE INC CL B 911312106 293895 1515 SH SOLE 0 0 1515 UNITED RENTALS INC COM 911363109 209357 529 SH SOLE 0 0 529 UNITEDHEALTH GROUP INC COM 91324P102 1250473 2646 SH SOLE 0 0 1703 US BANCORP DEL COM NEW 902973304 270303 7498 SH SOLE 0 0 7498 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 535354 10347 SH SOLE 0 0 10347 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1090518 14257 SH SOLE 0 0 14257 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 939170 12724 SH SOLE 0 0 8667 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1027915 13398 SH SOLE 0 0 4329 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2296595 17132 SH SOLE 0 0 16732 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2671020 13706 SH SOLE 0 0 12441 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3163024 38120 SH SOLE 0 0 37704 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2216962 10245 SH SOLE 0 0 7802 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3387934 21341 SH SOLE 0 0 17116 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1292597 3437 SH SOLE 0 0 943 VANGUARD INDEX FDS VALUE ETF 922908744 7473748 54120 SH SOLE 0 0 16624 VANGUARD INDEX FDS GROWTH ETF 922908736 5699733 22853 SH SOLE 0 0 14718 VANGUARD INDEX FDS TOTAL STK MKT 922908769 22913230 113871 SH SOLE 0 0 60559 VANGUARD INDEX FDS SMALL CP ETF 922908751 780536 4154 SH SOLE 0 0 3833 VANGUARD INDEX FDS MID CAP ETF 922908629 1050277 4980 SH SOLE 0 0 2806 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3556699 88094 SH SOLE 0 0 74645 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 495322 4558 SH SOLE 0 0 1251 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1643562 32443 SH SOLE 0 0 32443 VANGUARD STAR FDS VG TL INTL STK F 921909768 2330497 42317 SH SOLE 0 0 31088 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1178169 26083 SH SOLE 0 0 26083 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 487474 4621 SH SOLE 0 0 961 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 214596 3444 SH SOLE 0 0 3444 VERIZON COMMUNICATIONS INC COM 92343V104 496967 12779 SH SOLE 0 0 6125 VERTEX PHARMACEUTICALS INC COM 92532F100 291440 925 SH SOLE 0 0 925 VISA INC COM CL A 92826C839 1122869 4980 SH SOLE 0 0 3283 VISHAY INTERTECHNOLOGY INC COM 928298108 233868 10339 SH SOLE 0 0 10339 WALMART INC COM 931142103 918238 6227 SH SOLE 0 0 2875 WELLS FARGO CO NEW COM 949746101 229775 6147 SH SOLE 0 0 6147 WELLTOWER INC COM 95040Q104 204818 2857 SH SOLE 0 0 2857 WENDYS CO COM 95058W100 223223 10249 SH SOLE 0 0 10249