0001852858-23-000005.txt : 20231025 0001852858-23-000005.hdr.sgml : 20231025 20231025162256 ACCESSION NUMBER: 0001852858-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231025 DATE AS OF CHANGE: 20231025 EFFECTIVENESS DATE: 20231025 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: 231346301 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 09-30-2023 09-30-2023 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 10-25-2023 0 213 235724489 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 535620 5530 SH SOLE 0 0 5530 ABBVIE INC COM 00287Y109 1075598 7216 SH SOLE 0 0 7216 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 663972 2162 SH SOLE 0 0 2162 ADOBE INC COM 00724F101 1184498 2323 SH SOLE 0 0 2323 ADVANCED MICRO DEVICES INC COM 007903107 859267 8357 SH SOLE 0 0 8357 AGILON HEALTH INC COM 00857U107 397043 22356 SH SOLE 0 0 22356 AIR PRODS & CHEMS INC COM 009158106 356801 1259 SH SOLE 0 0 1259 ALPHABET INC CAP STK CL A 02079K305 2541432 19421 SH SOLE 0 0 19421 ALPHABET INC CAP STK CL C 02079K107 2219167 17131 SH SOLE 0 0 17131 AMAZON COM INC COM 023135106 3831356 30140 SH SOLE 0 0 30140 AMERICAN EXPRESS CO COM 025816109 360592 2417 SH SOLE 0 0 2417 AMERICAN INTL GROUP INC COM NEW 026874784 311848 5146 SH SOLE 0 0 5146 AMERICAN WTR WKS CO INC NEW COM 030420103 279856 2260 SH SOLE 0 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INC COM 11135F101 1088060 1310 SH SOLE 0 0 1310 CADENCE DESIGN SYSTEM INC COM 127387108 542873 2317 SH SOLE 0 0 2317 CATERPILLAR INC COM 149123101 467376 1712 SH SOLE 0 0 1712 CENCORA INC COM 03073E105 330605 1837 SH SOLE 0 0 1837 CHEVRON CORP NEW COM 166764100 1105435 6556 SH SOLE 0 0 6556 CHIPOTLE MEXICAN GRILL INC COM 169656105 249129 136 SH SOLE 0 0 136 CHUBB LIMITED COM H1467J104 268552 1290 SH SOLE 0 0 1290 CINTAS CORP COM 172908105 375669 781 SH SOLE 0 0 781 CISCO SYS INC COM 17275R102 906163 16856 SH SOLE 0 0 16856 CLOROX CO DEL COM 189054109 212841 1624 SH SOLE 0 0 1624 CME GROUP INC COM 12572Q105 227450 1136 SH SOLE 0 0 1136 CNO FINL GROUP INC COM 12621E103 258918 10911 SH SOLE 0 0 10911 COCA COLA CO COM 191216100 769798 13751 SH SOLE 0 0 13751 COMCAST CORP NEW CL A 20030N101 708205 15972 SH SOLE 0 0 15972 COPART INC COM 217204106 306585 7115 SH SOLE 0 0 7115 COSTAR GROUP INC COM 22160N109 265809 3457 SH SOLE 0 0 3457 COSTCO WHSL CORP NEW COM 22160K105 1151953 2039 SH SOLE 0 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COM 30231G102 2773830 23591 SH SOLE 0 0 23591 FIRST BUSEY CORP COM NEW 319383204 217513 11317 SH SOLE 0 0 11317 FISERV INC COM 337738108 209880 1858 SH SOLE 0 0 1858 FORD MTR CO DEL COM 345370860 143091 11521 SH SOLE 0 0 11521 FORTUNE BRANDS INNOVATIONS I COM 34964C106 242300 3898 SH SOLE 0 0 3898 FREEPORT-MCMORAN INC CL B 35671D857 214082 5741 SH SOLE 0 0 5741 GENERAL ELECTRIC CO COM NEW 369604301 477244 4317 SH SOLE 0 0 4317 GOLDMAN SACHS GROUP INC COM 38141G104 264357 817 SH SOLE 0 0 817 HALLIBURTON CO COM 406216101 212747 5253 SH SOLE 0 0 5253 HILTON WORLDWIDE HLDGS INC COM 43300A203 257108 1712 SH SOLE 0 0 1712 HOME DEPOT INC COM 437076102 951586 3149 SH SOLE 0 0 3149 HONEYWELL INTL INC COM 438516106 300941 1629 SH SOLE 0 0 1629 HOSTESS BRANDS INC CL A 44109J106 406182 12194 SH SOLE 0 0 12194 HUBBELL INC COM 443510607 445356 1421 SH SOLE 0 0 1421 HUNTINGTON BANCSHARES INC COM 446150104 507530 53162 SH SOLE 0 0 53162 IDEXX LABS INC COM 45168D104 341071 780 SH SOLE 0 0 780 INTEL CORP COM 458140100 632878 17802 SH SOLE 0 0 17802 INTERNATIONAL BUSINESS MACHS COM 459200101 545378 3887 SH SOLE 0 0 3887 INTUIT COM 461202103 784293 1535 SH SOLE 0 0 1535 INTUITIVE SURGICAL INC COM NEW 46120E602 423821 1450 SH SOLE 0 0 1450 INVESCO EXCH TRADED FD TR II S&P INTL LOW 46138E230 209927 8044 SH SOLE 0 0 8044 ISHARES INC CORE MSCI EMKT 46434G103 358686 7537 SH SOLE 0 0 7537 ISHARES TR CORE MSCI EAFE 46432F842 1139124 17702 SH SOLE 0 0 17702 ISHARES TR MSCI EAFE MIN VL 46429B689 261467 4009 SH SOLE 0 0 4009 ISHARES TR MSCI USA MIN VOL 46429B697 576579 7966 SH SOLE 0 0 7966 ISHARES TR NATIONAL MUN ETF 464288414 1697140 16551 SH SOLE 0 0 16551 ISHARES TR SHRT NAT MUN ETF 464288158 1463081 14224 SH SOLE 0 0 14224 ISHARES TR CORE S&P500 ETF 464287200 1055955 2459 SH SOLE 0 0 2459 ITT INC COM 45073V108 410341 4191 SH SOLE 0 0 4191 JOHNSON & JOHNSON COM 478160104 1523791 9784 SH SOLE 0 0 9784 JPMORGAN CHASE & CO COM 46625H100 2743744 18920 SH SOLE 0 0 18920 KROGER CO COM 501044101 203836 4555 SH SOLE 0 0 4555 LAM RESEARCH CORP COM 512807108 248828 397 SH SOLE 0 0 397 LENNAR CORP CL A 526057104 411660 3668 SH SOLE 0 0 3668 LINCOLN ELEC HLDGS INC COM 533900106 464292 2554 SH SOLE 0 0 2554 LINDE PLC SHS G54950103 213357 573 SH SOLE 0 0 573 LL FLOORING HOLDINGS INC COM 55003T107 38100 12019 SH SOLE 0 0 12019 LOCKHEED MARTIN CORP COM 539830109 368064 900 SH SOLE 0 0 900 LOWES COS INC COM 548661107 352912 1698 SH SOLE 0 0 1698 MARATHON PETE CORP COM 56585A102 615046 4064 SH SOLE 0 0 4064 MASTERCARD INCORPORATED CL A 57636Q104 1026198 2592 SH SOLE 0 0 2592 MATTHEWS INTL CORP CL A 577128101 264316 6793 SH SOLE 0 0 6793 MCDONALDS CORP COM 580135101 848745 3224 SH SOLE 0 0 3224 MCKESSON CORP COM 58155Q103 460506 1059 SH SOLE 0 0 1059 MERCK & CO INC COM 58933Y105 1033625 10040 SH SOLE 0 0 10040 META PLATFORMS INC CL A 30303M102 2459020 8731 SH SOLE 0 0 8731 MICROSOFT CORP COM 594918104 8571712 27147 SH SOLE 0 0 27147 MONGODB INC CL A 60937P106 240027 694 SH SOLE 0 0 694 MORGAN STANLEY COM NEW 617446448 386626 4734 SH SOLE 0 0 4734 NETFLIX INC COM 64110L106 798247 2114 SH SOLE 0 0 2114 NEW YORK CMNTY BANCORP INC COM 649445103 580109 51156 SH SOLE 0 0 51156 NEXTERA ENERGY INC COM 65339F101 256487 4477 SH SOLE 0 0 4477 NIKE INC CL B 654106103 201854 2111 SH SOLE 0 0 2111 NISOURCE INC COM 65473P105 327207 13258 SH SOLE 0 0 13258 NOKIA CORP SPONSORED ADR 654902204 75301 20134 SH SOLE 0 0 20134 NORFOLK SOUTHN CORP COM 655844108 415325 2109 SH SOLE 0 0 2109 NVENT ELECTRIC PLC SHS G6700G107 427523 8068 SH SOLE 0 0 8068 NVIDIA CORPORATION COM 67066G104 5038477 12383 SH SOLE 0 0 12383 OCCIDENTAL PETE CORP COM 674599105 483810 7457 SH SOLE 0 0 7457 OGE ENERGY CORP COM 670837103 223044 6692 SH SOLE 0 0 6692 OLD REP INTL CORP COM 680223104 205256 7619 SH SOLE 0 0 7619 ORACLE CORP COM 68389X105 748537 7067 SH SOLE 0 0 7067 PALANTIR TECHNOLOGIES INC CL A 69608A108 191936 11996 SH SOLE 0 0 11996 PALO ALTO NETWORKS INC COM 697435105 314384 1341 SH SOLE 0 0 1341 PARKER-HANNIFIN CORP COM 701094104 208004 534 SH SOLE 0 0 534 PEPSICO INC COM 713448108 1291258 7621 SH SOLE 0 0 7621 PHILIP MORRIS INTL INC COM 718172109 497062 5369 SH SOLE 0 0 5369 PHILLIPS 66 COM 718546104 335459 2792 SH SOLE 0 0 2792 PRIMERICA INC COM 74164M108 299745 1545 SH SOLE 0 0 1545 PROCTER AND GAMBLE CO COM 742718109 3082472 21133 SH SOLE 0 0 21133 PROLOGIS INC. COM 74340W103 347402 3096 SH SOLE 0 0 3096 PULTE GROUP INC COM 745867101 229407 3098 SH SOLE 0 0 3098 QUANTA SVCS INC COM 74762E102 523235 2797 SH SOLE 0 0 2797 REGENERON PHARMACEUTICALS COM 75886F107 319308 388 SH SOLE 0 0 388 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 282935 11653 SH SOLE 0 0 11653 ROYAL CARIBBEAN GROUP COM V7780T103 461529 5009 SH SOLE 0 0 5009 RUSH ENTERPRISES INC CL B 781846308 298099 6582 SH SOLE 0 0 6582 S&P GLOBAL INC COM 78409V104 277346 759 SH SOLE 0 0 759 SALESFORCE INC COM 79466L302 730008 3600 SH SOLE 0 0 3600 SCHLUMBERGER LTD COM STK 806857108 416845 7150 SH SOLE 0 0 7150 SCHWAB CHARLES CORP COM 808513105 267857 4879 SH SOLE 0 0 4879 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 636722 15417 SH SOLE 0 0 15417 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 204643 6026 SH SOLE 0 0 6026 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8327537 167052 SH SOLE 0 0 167052 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1306014 25811 SH SOLE 0 0 25811 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8719054 119991 SH SOLE 0 0 119991 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2864325 44436 SH SOLE 0 0 44436 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3524672 52078 SH SOLE 0 0 52078 SCHWAB STRATEGIC TR US REIT ETF 808524847 345368 19457 SH SOLE 0 0 19457 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2217370 53534 SH SOLE 0 0 53534 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 354989 11209 SH SOLE 0 0 11209 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3710906 52550 SH SOLE 0 0 52550 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 757017 31621 SH SOLE 0 0 31621 SERVICENOW INC COM 81762P102 450522 806 SH SOLE 0 0 806 SHERWIN WILLIAMS CO COM 824348106 206591 810 SH SOLE 0 0 810 SPDR S&P 500 ETF TR TR UNIT 78462F103 718017 1680 SH SOLE 0 0 1680 SPDR SER TR S&P DIVID ETF 78464A763 215759 2576 SH SOLE 0 0 2576 SPDR SER TR S&P 400 MDCP VAL 78464A839 491016 7570 SH SOLE 0 0 7570 SPDR SER TR S&P 600 SMCP VAL 78464A300 649386 8973 SH SOLE 0 0 8973 SPDR SER TR S&P 600 SMCP GRW 78464A201 360654 4922 SH SOLE 0 0 4922 SPDR SER TR PRTFLO S&P500 VL 78464A508 212422 5148 SH SOLE 0 0 5148 SPDR SER TR NUVEEN BLOOMBERG 78464A284 578326 24279 SH SOLE 0 0 24279 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 363791 3962 SH SOLE 0 0 3962 SPLUNK INC COM 848637104 272171 1861 SH SOLE 0 0 1861 SPOTIFY TECHNOLOGY S A SHS L8681T102 332631 2151 SH SOLE 0 0 2151 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 1296050 32184 SH SOLE 0 0 32184 STAG INDL INC COM 85254J102 362044 10491 SH SOLE 0 0 10491 STARBUCKS CORP COM 855244109 380505 4169 SH SOLE 0 0 4169 STRYKER CORPORATION COM 863667101 636173 2328 SH SOLE 0 0 2328 SYNOPSYS INC COM 871607107 713239 1554 SH SOLE 0 0 1554 TESLA INC COM 88160R101 2796959 11178 SH SOLE 0 0 11178 TEXAS INSTRS INC COM 882508104 340917 2144 SH SOLE 0 0 2144 THE CIGNA GROUP COM 125523100 309814 1083 SH SOLE 0 0 1083 THE TRADE DESK INC COM CL A 88339J105 998522 15777 SH SOLE 0 0 15777 THERMO FISHER SCIENTIFIC INC COM 883556102 378615 748 SH SOLE 0 0 748 TJX COS INC NEW COM 872540109 421913 4747 SH SOLE 0 0 4747 TRANSDIGM GROUP INC COM 893641100 320389 380 SH SOLE 0 0 380 UNION PAC CORP COM 907818108 229491 1127 SH SOLE 0 0 1127 UNITED RENTALS INC COM 911363109 236511 532 SH SOLE 0 0 532 UNITEDHEALTH GROUP INC COM 91324P102 1644668 3262 SH SOLE 0 0 3262 UNIVEST FINANCIAL CORPORATIO COM 915271100 190172 10942 SH SOLE 0 0 10942 US BANCORP DEL COM NEW 902973304 243718 7372 SH SOLE 0 0 7372 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 443053 9029 SH SOLE 0 0 9029 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 725090 9646 SH SOLE 0 0 9646 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1275572 18283 SH SOLE 0 0 18283 VANGUARD BD INDEX FDS INTERMED TERM 921937819 983798 13608 SH SOLE 0 0 13608 VANGUARD INDEX FDS TOTAL STK MKT 922908769 24993215 119275 SH SOLE 0 0 119275 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1462203 3723 SH SOLE 0 0 3723 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3604759 22603 SH SOLE 0 0 22603 VANGUARD INDEX FDS GROWTH ETF 922908736 6772559 24874 SH SOLE 0 0 24874 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2537470 11848 SH SOLE 0 0 11848 VANGUARD INDEX FDS SMALL CP ETF 922908751 768780 4102 SH SOLE 0 0 4102 VANGUARD INDEX FDS VALUE ETF 922908744 8187076 59363 SH SOLE 0 0 59363 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2810331 37174 SH SOLE 0 0 37174 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2459665 18784 SH SOLE 0 0 18784 VANGUARD INDEX FDS MID CAP ETF 922908629 1025379 4924 SH SOLE 0 0 4924 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2995058 15378 SH SOLE 0 0 15378 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 595359 5630 SH SOLE 0 0 5630 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3788319 96676 SH SOLE 0 0 96676 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1523375 31671 SH SOLE 0 0 31671 VANGUARD STAR FDS VG TL INTL STK F 921909768 2517337 47140 SH SOLE 0 0 47140 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1264776 28929 SH SOLE 0 0 28929 VERIZON COMMUNICATIONS INC COM 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