0001852858-24-000003.txt : 20240513 0001852858-24-000003.hdr.sgml : 20240513 20240513093515 ACCESSION NUMBER: 0001852858-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Everhart Financial Group, Inc. CENTRAL INDEX KEY: 0001852858 ORGANIZATION NAME: 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: 24937200 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 03-31-2024 03-31-2024 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 05-13-2024 0 277 343487363 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 955830 8410 SH SOLE 0 0 8410 ABBVIE INC COM 00287Y109 1947752 10696 SH SOLE 0 0 10696 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1034631 2985 SH SOLE 0 0 2985 ADOBE INC COM 00724F101 1307419 2591 SH SOLE 0 0 2591 ADVANCED MICRO DEVICES INC COM 007903107 1870418 10363 SH SOLE 0 0 10363 AGILON HEALTH INC COM 00857U107 125904 20640 SH SOLE 0 0 20640 AIR PRODS & CHEMS INC COM 009158106 226765 936 SH SOLE 0 0 936 AKAMAI TECHNOLOGIES INC COM 00971T101 244819 2251 SH SOLE 0 0 2251 ALPHABET INC CAP STK CL A 02079K305 3602096 23866 SH SOLE 0 0 23866 ALPHABET INC CAP STK CL C 02079K107 3396311 22306 SH SOLE 0 0 22306 AMAZON COM INC COM 023135106 6766175 37511 SH SOLE 0 0 37511 AMERICAN EXPRESS CO COM 025816109 540536 2374 SH SOLE 0 0 2374 AMERICAN INTL GROUP INC COM NEW 026874784 592685 7582 SH SOLE 0 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670346105 263009 1329 SH SOLE 0 0 1329 NVENT ELECTRIC PLC SHS G6700G107 791398 10496 SH SOLE 0 0 10496 NVIDIA CORPORATION COM 67066G104 13743203 15210 SH SOLE 0 0 15210 OCCIDENTAL PETE CORP COM 674599105 745539 11472 SH SOLE 0 0 11472 OGE ENERGY CORP COM 670837103 335077 9769 SH SOLE 0 0 9769 OLD REP INTL CORP COM 680223104 357089 11624 SH SOLE 0 0 11624 ORACLE CORP COM 68389X105 1177576 9375 SH SOLE 0 0 9375 PALANTIR TECHNOLOGIES INC CL A 69608A108 348855 15161 SH SOLE 0 0 15161 PALO ALTO NETWORKS INC COM 697435105 691289 2433 SH SOLE 0 0 2433 PARKER-HANNIFIN CORP COM 701094104 328472 591 SH SOLE 0 0 591 PEPSICO INC COM 713448108 1130772 6461 SH SOLE 0 0 6461 PFIZER INC COM 717081103 567269 20442 SH SOLE 0 0 20442 PHILIP MORRIS INTL INC COM 718172109 551186 6016 SH SOLE 0 0 6016 PHILLIPS 66 COM 718546104 534122 3270 SH SOLE 0 0 3270 PRIMERICA INC COM 74164M108 458869 1814 SH SOLE 0 0 1814 PROCTER AND GAMBLE CO COM 742718109 3697893 22791 SH SOLE 0 0 22791 PROGRESSIVE CORP COM 743315103 335048 1620 SH SOLE 0 0 1620 PROLOGIS INC. COM 74340W103 505608 3883 SH SOLE 0 0 3883 PROSHARES TR ULTRAPRO QQQ 74347X831 203336 3303 SH SOLE 0 0 3303 PRUDENTIAL FINL INC COM 744320102 316863 2699 SH SOLE 0 0 2699 PULTE GROUP INC COM 745867101 503830 4177 SH SOLE 0 0 4177 QUALCOMM INC COM 747525103 418002 2469 SH SOLE 0 0 2469 QUANTA SVCS INC COM 74762E102 852144 3280 SH SOLE 0 0 3280 REGENERON PHARMACEUTICALS COM 75886F107 461033 479 SH SOLE 0 0 479 ROSS STORES INC COM 778296103 275909 1880 SH SOLE 0 0 1880 ROYAL CARIBBEAN GROUP COM V7780T103 804868 5790 SH SOLE 0 0 5790 RTX CORPORATION COM 75513E101 496330 5089 SH SOLE 0 0 5089 RUSH ENTERPRISES INC CL B 781846308 427173 8016 SH SOLE 0 0 8016 S&P GLOBAL INC COM 78409V104 632219 1486 SH SOLE 0 0 1486 SALESFORCE INC COM 79466L302 1317362 4374 SH SOLE 0 0 4374 SCHLUMBERGER LTD COM STK 806857108 465447 8492 SH SOLE 0 0 8492 SCHWAB CHARLES CORP COM 808513105 376674 5207 SH SOLE 0 0 5207 SCHWAB STRATEGIC TR US REIT ETF 808524847 448784 22108 SH SOLE 0 0 22108 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 508674 13036 SH SOLE 0 0 13036 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4047276 49703 SH SOLE 0 0 49703 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3579658 47113 SH SOLE 0 0 47113 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 11049698 119173 SH SOLE 0 0 119173 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3887713 48217 SH SOLE 0 0 48217 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 399152 11209 SH SOLE 0 0 11209 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2483835 50443 SH SOLE 0 0 50443 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 774440 15284 SH SOLE 0 0 15284 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1116334 17988 SH SOLE 0 0 17988 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9988350 163609 SH SOLE 0 0 163609 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 719440 28493 SH SOLE 0 0 28493 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 318028 1527 SH SOLE 0 0 1527 SERVICENOW INC COM 81762P102 785272 1030 SH SOLE 0 0 1030 SHERWIN WILLIAMS CO COM 824348106 361223 1040 SH SOLE 0 0 1040 SHOPIFY INC CL A 82509L107 569514 7380 SH SOLE 0 0 7380 SIMON PPTY GROUP INC NEW COM 828806109 366500 2342 SH SOLE 0 0 2342 SMUCKER J M CO COM NEW 832696405 203532 1617 SH SOLE 0 0 1617 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 245816 618 SH SOLE 0 0 618 SPDR S&P 500 ETF TR TR UNIT 78462F103 732744 1401 SH SOLE 0 0 1401 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 286875 3125 SH SOLE 0 0 3125 SPDR SER TR S&P 400 MDCP VAL 78464A839 560025 7369 SH SOLE 0 0 7369 SPDR SER TR S&P DIVID ETF 78464A763 328756 2505 SH SOLE 0 0 2505 SPDR SER TR PRTFLO S&P500 VL 78464A508 247104 4932 SH SOLE 0 0 4932 SPDR SER TR S&P 600 SMCP VAL 78464A300 731049 8811 SH SOLE 0 0 8811 SPDR SER TR S&P 600 SMCP GRW 78464A201 444113 5091 SH SOLE 0 0 5091 SPDR SER TR NUVEEN BLOOMBERG 78464A284 570164 22194 SH SOLE 0 0 22194 SPOTIFY TECHNOLOGY S A SHS L8681T102 703294 2665 SH SOLE 0 0 2665 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 705510 17420 SH SOLE 0 0 17420 STAG INDL INC COM 85254J102 501104 13036 SH SOLE 0 0 13036 STARBUCKS CORP COM 855244109 373876 4091 SH SOLE 0 0 4091 STRYKER CORPORATION COM 863667101 958376 2678 SH SOLE 0 0 2678 SUPER MICRO COMPUTER INC COM 86800U104 1124164 1113 SH SOLE 0 0 1113 SYNOPSYS INC COM 871607107 1211009 2119 SH SOLE 0 0 2119 SYSCO CORP COM 871829107 277067 3413 SH SOLE 0 0 3413 TARGET CORP COM 87612E106 230019 1298 SH SOLE 0 0 1298 TESLA INC COM 88160R101 1794992 10211 SH SOLE 0 0 10211 TEXAS INSTRS INC COM 882508104 293370 1684 SH SOLE 0 0 1684 THE CIGNA GROUP COM 125523100 497933 1371 SH SOLE 0 0 1371 THE TRADE DESK INC COM CL A 88339J105 839757 9606 SH SOLE 0 0 9606 THERMO FISHER SCIENTIFIC INC COM 883556102 739299 1272 SH SOLE 0 0 1272 TJX COS INC NEW COM 872540109 833225 8216 SH SOLE 0 0 8216 TRANE TECHNOLOGIES PLC SHS G8994E103 572181 1906 SH SOLE 0 0 1906 TRANSDIGM GROUP INC COM 893641100 565304 459 SH SOLE 0 0 459 UBER TECHNOLOGIES INC COM 90353T100 598674 7776 SH SOLE 0 0 7776 UNION PAC CORP COM 907818108 382913 1557 SH SOLE 0 0 1557 UNITED RENTALS INC COM 911363109 398053 552 SH SOLE 0 0 552 UNITEDHEALTH GROUP INC COM 91324P102 1978800 4000 SH SOLE 0 0 4000 UNIVEST FINANCIAL CORPORATIO COM 915271100 400993 19260 SH SOLE 0 0 19260 US BANCORP DEL COM NEW 902973304 464165 10384 SH SOLE 0 0 10384 VALERO ENERGY CORP COM 91913Y100 221044 1295 SH SOLE 0 0 1295 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 372718 7132 SH SOLE 0 0 7132 VANGUARD BD INDEX FDS INTERMED TERM 921937819 838972 11127 SH SOLE 0 0 11127 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 732919 10091 SH SOLE 0 0 10091 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2281182 29753 SH SOLE 0 0 29753 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3281911 21050 SH SOLE 0 0 21050 VANGUARD INDEX FDS VALUE ETF 922908744 10698463 65691 SH SOLE 0 0 65691 VANGUARD INDEX FDS TOTAL STK MKT 922908769 31688002 123425 SH SOLE 0 0 123425 VANGUARD INDEX FDS MID CAP ETF 922908629 1326729 5310 SH SOLE 0 0 5310 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4684770 24415 SH SOLE 0 0 24415 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3932856 16679 SH SOLE 0 0 16679 VANGUARD INDEX FDS SMALL CP ETF 922908751 1038130 4541 SH SOLE 0 0 4541 VANGUARD INDEX FDS GROWTH ETF 922908736 9672707 28102 SH SOLE 0 0 28102 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3173054 36691 SH SOLE 0 0 36691 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3414772 13097 SH SOLE 0 0 13097 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2026319 4215 SH SOLE 0 0 4215 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4204150 100650 SH SOLE 0 0 100650 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 738896 6324 SH SOLE 0 0 6324 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1933477 38211 SH SOLE 0 0 38211 VANGUARD STAR FDS VG TL INTL STK F 921909768 3045762 50510 SH SOLE 0 0 50510 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1314002 26191 SH SOLE 0 0 26191 VANGUARD WORLD FD ESG US STK ETF 921910733 237914 2553 SH SOLE 0 0 2553 VERIZON COMMUNICATIONS INC COM 92343V104 302867 7218 SH SOLE 0 0 7218 VERTEX PHARMACEUTICALS INC COM 92532F100 545503 1305 SH SOLE 0 0 1305 VIAVI SOLUTIONS INC COM 925550105 98681 10856 SH SOLE 0 0 10856 VISA INC COM CL A 92826C839 2261825 8105 SH SOLE 0 0 8105 VISHAY INTERTECHNOLOGY INC COM 928298108 263474 11617 SH SOLE 0 0 11617 WALMART INC COM 931142103 1408593 23410 SH SOLE 0 0 23410 WARNER BROS DISCOVERY INC COM SER A 934423104 99932 11447 SH SOLE 0 0 11447 WELLS FARGO CO NEW COM 949746101 592351 10220 SH SOLE 0 0 10220 WELLTOWER INC COM 95040Q104 454959 4869 SH SOLE 0 0 4869 WENDYS CO COM 95058W100 193072 10248 SH SOLE 0 0 10248 WESTERN DIGITAL CORP. COM 958102105 397498 5825 SH SOLE 0 0 5825 WILLIAMS COS INC COM 969457100 326452 8377 SH SOLE 0 0 8377 WINGSTOP INC COM 974155103 994044 2713 SH SOLE 0 0 2713 WISDOMTREE TR US QTLY DIV GRT 97717X669 231008 3032 SH SOLE 0 0 3032 WORKDAY INC CL A 98138H101 246566 904 SH SOLE 0 0 904 ZOETIS INC CL A 98978V103 270228 1597 SH SOLE 0 0 1597