0001852858-24-000001.txt : 20240112 0001852858-24-000001.hdr.sgml : 20240112 20240112120306 ACCESSION NUMBER: 0001852858-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240112 DATE AS OF CHANGE: 20240112 EFFECTIVENESS DATE: 20240112 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: 24531242 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 12-31-2023 12-31-2023 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 01-12-2024 0 240 282272513 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 584582 5311 SH SOLE 0 0 5311 ABBVIE INC COM 00287Y109 1028547 6637 SH SOLE 0 0 6637 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 922192 2628 SH SOLE 0 0 2628 ADOBE INC COM 00724F101 1502835 2519 SH SOLE 0 0 2519 ADVANCED MICRO DEVICES INC COM 007903107 1325216 8990 SH SOLE 0 0 8990 AGILON HEALTH INC COM 00857U107 252104 20088 SH SOLE 0 0 20088 AIR PRODS & CHEMS INC COM 009158106 291871 1066 SH SOLE 0 0 1066 AKAMAI TECHNOLOGIES INC COM 00971T101 210308 1777 SH SOLE 0 0 1777 ALPHABET INC CAP STK CL A 02079K305 2831376 20269 SH SOLE 0 0 20269 ALPHABET INC CAP STK CL C 02079K107 2552947 18115 SH SOLE 0 0 18115 AMAZON COM INC COM 023135106 4972491 32727 SH SOLE 0 0 32727 AMERICAN EXPRESS CO COM 025816109 356321 1902 SH SOLE 0 0 1902 AMERICAN INTL GROUP INC COM NEW 026874784 459006 6775 SH SOLE 0 0 6775 AMGEN INC COM 031162100 526501 1828 SH SOLE 0 0 1828 ANALOG DEVICES INC COM 032654105 293869 1480 SH SOLE 0 0 1480 AON PLC SHS CL A G0403H108 240383 826 SH SOLE 0 0 826 APPLE INC COM 037833100 12521064 65034 SH SOLE 0 0 65034 APPLIED MATLS INC COM 038222105 730777 4509 SH SOLE 0 0 4509 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 370911 3119 SH SOLE 0 0 3119 AT&T INC COM 00206R102 580236 34579 SH SOLE 0 0 34579 AUTOMATIC DATA PROCESSING IN COM 053015103 311015 1335 SH SOLE 0 0 1335 AUTOZONE INC COM 053332102 530050 205 SH SOLE 0 0 205 BANK AMERICA CORP COM 060505104 666507 19795 SH SOLE 0 0 19795 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2492340 6988 SH SOLE 0 0 6988 BLACKROCK INC COM 09247X101 365310 450 SH SOLE 0 0 450 BOEING CO COM 097023105 545822 2094 SH SOLE 0 0 2094 BOOKING HOLDINGS INC COM 09857L108 677519 191 SH SOLE 0 0 191 BOSTON SCIENTIFIC CORP COM 101137107 437680 7571 SH SOLE 0 0 7571 BROADCOM INC COM 11135F101 1724606 1545 SH SOLE 0 0 1545 CADENCE DESIGN SYSTEM INC COM 127387108 894736 3285 SH SOLE 0 0 3285 CAMPBELL SOUP CO COM 134429109 288949 6684 SH SOLE 0 0 6684 CATERPILLAR INC COM 149123101 495543 1676 SH SOLE 0 0 1676 CENCORA INC COM 03073E105 418770 2039 SH SOLE 0 0 2039 CENTENE CORP DEL COM 15135B101 228196 3075 SH SOLE 0 0 3075 CHENIERE ENERGY INC COM NEW 16411R208 243091 1424 SH SOLE 0 0 1424 CHEVRON CORP NEW COM 166764100 808799 5422 SH SOLE 0 0 5422 CHIPOTLE MEXICAN GRILL INC COM 169656105 347618 152 SH SOLE 0 0 152 CHUBB LIMITED COM H1467J104 320694 1419 SH SOLE 0 0 1419 CINTAS CORP COM 172908105 506837 841 SH SOLE 0 0 841 CISCO SYS INC COM 17275R102 721183 14275 SH SOLE 0 0 14275 CME GROUP INC COM 12572Q105 272727 1295 SH SOLE 0 0 1295 CNO FINL GROUP INC COM 12621E103 331285 11874 SH SOLE 0 0 11874 COCA COLA CO COM 191216100 640732 10440 SH SOLE 0 0 10440 COMCAST CORP NEW CL A 20030N101 865276 19733 SH SOLE 0 0 19733 CONOCOPHILLIPS COM 20825C104 460259 3965 SH SOLE 0 0 3965 COPART INC COM 217204106 383670 7830 SH SOLE 0 0 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SH SOLE 0 0 19717 EA SERIES TRUST STRIVE 1000 VALU 02072L599 786964 29516 SH SOLE 0 0 29516 EA SERIES TRUST STRIVE SML CAP 02072L573 238994 8227 SH SOLE 0 0 8227 ELEVANCE HEALTH INC COM 036752103 447039 948 SH SOLE 0 0 948 ELI LILLY & CO COM 532457108 2254151 3867 SH SOLE 0 0 3867 EXP WORLD HLDGS INC COM 30212W100 761815 49086 SH SOLE 0 0 49086 EXXON MOBIL CORP COM 30231G102 2077184 20776 SH SOLE 0 0 20776 FIRST BUSEY CORP COM NEW 319383204 342988 13819 SH SOLE 0 0 13819 FISERV INC COM 337738108 261562 1969 SH SOLE 0 0 1969 FORD MTR CO DEL COM 345370860 217790 17866 SH SOLE 0 0 17866 FORTUNE BRANDS INNOVATIONS I COM 34964C106 310347 4076 SH SOLE 0 0 4076 FREEPORT-MCMORAN INC CL B 35671D857 258570 6074 SH SOLE 0 0 6074 GENERAL ELECTRIC CO COM NEW 369604301 575867 4512 SH SOLE 0 0 4512 GLOBE LIFE INC COM 37959E102 277035 2276 SH SOLE 0 0 2276 GOLDMAN SACHS GROUP INC COM 38141G104 405444 1051 SH SOLE 0 0 1051 HANOVER INS GROUP INC COM 410867105 268702 2213 SH SOLE 0 0 2213 HEICO CORP NEW CL A 422806208 237590 1668 SH SOLE 0 0 1668 HILTON WORLDWIDE HLDGS INC COM 43300A203 359081 1972 SH SOLE 0 0 1972 HOME DEPOT INC COM 437076102 1319800 3808 SH SOLE 0 0 3808 HONEYWELL INTL INC COM 438516106 338682 1615 SH SOLE 0 0 1615 HOPE BANCORP INC COM 43940T109 197387 16340 SH SOLE 0 0 16340 HUBBELL INC COM 443510607 472015 1435 SH SOLE 0 0 1435 HUNTINGTON BANCSHARES INC COM 446150104 723428 56873 SH SOLE 0 0 56873 IDACORP INC COM 451107106 226824 2307 SH SOLE 0 0 2307 IDEXX LABS INC COM 45168D104 506206 912 SH SOLE 0 0 912 INTEL CORP COM 458140100 926643 18441 SH SOLE 0 0 18441 INTERNATIONAL BUSINESS MACHS COM 459200101 686393 4197 SH SOLE 0 0 4197 INTUIT COM 461202103 1098803 1758 SH SOLE 0 0 1758 INTUITIVE SURGICAL INC COM NEW 46120E602 658189 1951 SH SOLE 0 0 1951 INVESCO QQQ TR UNIT SER 1 46090E103 281750 688 SH SOLE 0 0 688 ISHARES INC CORE MSCI EMKT 46434G103 400240 7913 SH SOLE 0 0 7913 ISHARES TR CORE MSCI EAFE 46432F842 1143328 16252 SH SOLE 0 0 16252 ISHARES TR CORE S&P500 ETF 464287200 1396675 2924 SH SOLE 0 0 2924 ISHARES TR MSCI USA MIN VOL 46429B697 498924 6394 SH SOLE 0 0 6394 ISHARES TR NATIONAL MUN ETF 464288414 949346 8757 SH SOLE 0 0 8757 ISHARES TR RUS 1000 ETF 464287622 1897189 7234 SH SOLE 0 0 7234 ISHARES TR RUSSELL 2000 ETF 464287655 217570 1084 SH SOLE 0 0 1084 ISHARES TR RUSSELL 3000 ETF 464287689 3286796 12007 SH SOLE 0 0 12007 ISHARES TR RUS MID CAP ETF 464287499 315817 4063 SH SOLE 0 0 4063 ISHARES TR SHRT NAT MUN ETF 464288158 1166478 11064 SH SOLE 0 0 11064 ITT INC COM 45073V108 670340 5618 SH SOLE 0 0 5618 JOHNSON & JOHNSON COM 478160104 1077076 6872 SH SOLE 0 0 6872 JPMORGAN CHASE & CO COM 46625H100 3404935 20017 SH SOLE 0 0 20017 LAM RESEARCH CORP COM 512807108 356383 455 SH SOLE 0 0 455 LENNAR CORP CL A 526057104 553535 3714 SH SOLE 0 0 3714 LINCOLN ELEC HLDGS INC COM 533900106 743713 3420 SH SOLE 0 0 3420 LINDE PLC SHS G54950103 363478 885 SH SOLE 0 0 885 LIONS GATE ENTMNT CORP CL A VTG 535919401 158671 14557 SH SOLE 0 0 14557 LL FLOORING HOLDINGS INC COM 55003T107 46874 12019 SH SOLE 0 0 12019 LOCKHEED MARTIN CORP COM 539830109 446441 985 SH SOLE 0 0 985 LOWES COS INC COM 548661107 795171 3573 SH SOLE 0 0 3573 LULULEMON ATHLETICA INC COM 550021109 301150 589 SH SOLE 0 0 589 MADRIGAL PHARMACEUTICALS INC COM 558868105 264467 1143 SH SOLE 0 0 1143 MARATHON PETE CORP COM 56585A102 595517 4014 SH SOLE 0 0 4014 MASTERCARD INCORPORATED CL A 57636Q104 1222377 2866 SH SOLE 0 0 2866 MATTHEWS INTL CORP CL A 577128101 224738 6132 SH SOLE 0 0 6132 MCDONALDS CORP COM 580135101 1227449 4140 SH SOLE 0 0 4140 MCKESSON CORP COM 58155Q103 498166 1076 SH SOLE 0 0 1076 MERCK & CO INC COM 58933Y105 1014751 9308 SH SOLE 0 0 9308 META PLATFORMS INC CL A 30303M102 3305986 9340 SH SOLE 0 0 9340 MICRON TECHNOLOGY INC COM 595112103 281281 3296 SH SOLE 0 0 3296 MICROSOFT CORP COM 594918104 11416432 30360 SH SOLE 0 0 30360 MONGODB INC CL A 60937P106 299687 733 SH SOLE 0 0 733 NETFLIX INC COM 64110L106 1057991 2173 SH SOLE 0 0 2173 NEW YORK CMNTY BANCORP INC COM 649445103 426816 41722 SH SOLE 0 0 41722 NEXTERA ENERGY INC COM 65339F101 293982 4840 SH SOLE 0 0 4840 NIKE INC CL B 654106103 280328 2582 SH SOLE 0 0 2582 NISOURCE INC COM 65473P105 236640 8913 SH SOLE 0 0 8913 NORFOLK SOUTHN CORP COM 655844108 489779 2072 SH SOLE 0 0 2072 NVENT ELECTRIC PLC SHS G6700G107 532342 9009 SH SOLE 0 0 9009 NVIDIA CORPORATION COM 67066G104 6826619 13785 SH SOLE 0 0 13785 OCCIDENTAL PETE CORP COM 674599105 363694 6091 SH SOLE 0 0 6091 OGE ENERGY CORP COM 670837103 356705 10212 SH SOLE 0 0 10212 OLD REP INTL CORP COM 680223104 313727 10671 SH SOLE 0 0 10671 ORACLE CORP COM 68389X105 755195 7163 SH SOLE 0 0 7163 PALANTIR TECHNOLOGIES INC CL A 69608A108 218574 12730 SH SOLE 0 0 12730 PALO ALTO NETWORKS INC COM 697435105 642249 2178 SH SOLE 0 0 2178 PARKER-HANNIFIN CORP COM 701094104 262138 569 SH SOLE 0 0 569 PEPSICO INC COM 713448108 1183259 6967 SH SOLE 0 0 6967 PETCO HEALTH & WELLNESS CO I COM 71601V105 41074 12998 SH SOLE 0 0 12998 PHILIP MORRIS INTL INC COM 718172109 331350 3522 SH SOLE 0 0 3522 PHILLIPS 66 COM 718546104 412601 3099 SH SOLE 0 0 3099 PRIMERICA INC COM 74164M108 332097 1614 SH SOLE 0 0 1614 PROCTER AND GAMBLE CO COM 742718109 3118859 21283 SH SOLE 0 0 21283 PROLOGIS INC. COM 74340W103 451023 3384 SH SOLE 0 0 3384 PRUDENTIAL FINL INC COM 744320102 225569 2175 SH SOLE 0 0 2175 PULTE GROUP INC COM 745867101 367979 3565 SH SOLE 0 0 3565 QUALCOMM INC COM 747525103 289983 2005 SH SOLE 0 0 2005 QUANTA SVCS INC COM 74762E102 583739 2705 SH SOLE 0 0 2705 REGENERON PHARMACEUTICALS COM 75886F107 360977 411 SH SOLE 0 0 411 ROYAL CARIBBEAN GROUP COM V7780T103 703778 5435 SH SOLE 0 0 5435 RTX CORPORATION COM 75513E101 270174 3211 SH SOLE 0 0 3211 RUSH ENTERPRISES INC CL B 781846308 357933 6756 SH SOLE 0 0 6756 S&P GLOBAL INC COM 78409V104 603072 1369 SH SOLE 0 0 1369 SALESFORCE INC COM 79466L302 1002037 3808 SH SOLE 0 0 3808 SCHLUMBERGER LTD COM STK 806857108 368131 7074 SH SOLE 0 0 7074 SCHWAB CHARLES CORP COM 808513105 274512 3990 SH SOLE 0 0 3990 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 517448 14000 SH SOLE 0 0 14000 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 793130 31994 SH SOLE 0 0 31994 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3957031 51977 SH SOLE 0 0 51977 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 977912 17339 SH SOLE 0 0 17339 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 9975213 120241 SH SOLE 0 0 120241 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 710107 15417 SH SOLE 0 0 15417 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3785158 50254 SH SOLE 0 0 50254 SCHWAB STRATEGIC TR US REIT ETF 808524847 472525 22816 SH SOLE 0 0 22816 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2415098 51124 SH SOLE 0 0 51124 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 378080 11209 SH SOLE 0 0 11209 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3345868 47730 SH SOLE 0 0 47730 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9158334 164511 SH SOLE 0 0 164511 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 275054 1429 SH SOLE 0 0 1429 SERVICENOW INC COM 81762P102 669753 948 SH SOLE 0 0 948 SHERWIN WILLIAMS CO COM 824348106 284765 913 SH SOLE 0 0 913 SHOPIFY INC CL A 82509L107 567969 7291 SH SOLE 0 0 7291 SIMON PPTY GROUP INC NEW COM 828806109 257465 1805 SH SOLE 0 0 1805 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 232906 618 SH SOLE 0 0 618 SPDR S&P 500 ETF TR TR UNIT 78462F103 663430 1396 SH SOLE 0 0 1396 SPDR SER TR S&P 600 SMCP GRW 78464A201 440858 5272 SH SOLE 0 0 5272 SPDR SER TR S&P 600 SMCP VAL 78464A300 752801 9036 SH SOLE 0 0 9036 SPDR SER TR S&P DIVID ETF 78464A763 313050 2505 SH SOLE 0 0 2505 SPDR SER TR S&P 400 MDCP VAL 78464A839 554439 7556 SH SOLE 0 0 7556 SPDR SER TR PRTFLO S&P500 VL 78464A508 257894 5531 SH SOLE 0 0 5531 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 357061 3907 SH SOLE 0 0 3907 SPDR SER TR NUVEEN BLOOMBERG 78464A284 561508 22194 SH SOLE 0 0 22194 SPLUNK INC COM 848637104 310337 2037 SH SOLE 0 0 2037 SPOTIFY TECHNOLOGY S A SHS L8681T102 444407 2365 SH SOLE 0 0 2365 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 1315984 32590 SH SOLE 0 0 32590 STAG INDL INC COM 85254J102 441086 11235 SH SOLE 0 0 11235 STARBUCKS CORP COM 855244109 460848 4800 SH SOLE 0 0 4800 STRYKER CORPORATION COM 863667101 731282 2442 SH SOLE 0 0 2442 SUPER MICRO COMPUTER INC COM 86800U104 329173 1158 SH SOLE 0 0 1158 SYNOPSYS INC COM 871607107 861959 1674 SH SOLE 0 0 1674 TESLA INC COM 88160R101 2608543 10498 SH SOLE 0 0 10498 TEXAS INSTRS INC COM 882508104 205234 1204 SH SOLE 0 0 1204 THE CIGNA GROUP COM 125523100 216203 722 SH SOLE 0 0 722 THE TRADE DESK INC COM CL A 88339J105 1310319 18209 SH SOLE 0 0 18209 THERMO FISHER SCIENTIFIC INC COM 883556102 231424 436 SH SOLE 0 0 436 TJX COS INC NEW COM 872540109 479088 5107 SH SOLE 0 0 5107 TRANE TECHNOLOGIES PLC SHS G8994E103 230486 945 SH SOLE 0 0 945 TRANSDIGM GROUP INC COM 893641100 433976 429 SH SOLE 0 0 429 UBER TECHNOLOGIES INC COM 90353T100 418861 6803 SH SOLE 0 0 6803 UNION PAC CORP COM 907818108 333061 1356 SH SOLE 0 0 1356 UNITED RENTALS INC COM 911363109 305059 532 SH SOLE 0 0 532 UNITEDHEALTH GROUP INC COM 91324P102 2006377 3811 SH SOLE 0 0 3811 UNIVEST FINANCIAL CORPORATIO COM 915271100 248653 11287 SH SOLE 0 0 11287 US BANCORP DEL COM NEW 902973304 462057 10676 SH SOLE 0 0 10676 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 347315 6727 SH SOLE 0 0 6727 VANGUARD BD INDEX FDS INTERMED TERM 921937819 623552 8164 SH SOLE 0 0 8164 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2489211 32319 SH SOLE 0 0 32319 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 449500 6111 SH SOLE 0 0 6111 VANGUARD INDEX FDS VALUE ETF 922908744 8921214 59674 SH SOLE 0 0 59674 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1577503 3612 SH SOLE 0 0 3612 VANGUARD INDEX FDS GROWTH ETF 922908736 7906993 25434 SH SOLE 0 0 25434 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4168053 23160 SH SOLE 0 0 23160 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2931356 12125 SH SOLE 0 0 12125 VANGUARD INDEX FDS SMALL CP ETF 922908751 968472 4540 SH SOLE 0 0 4540 VANGUARD INDEX FDS TOTAL STK MKT 922908769 28246165 120573 SH SOLE 0 0 120573 VANGUARD INDEX FDS MID CAP ETF 922908629 1214793 5222 SH SOLE 0 0 5222 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 3471444 15810 SH SOLE 0 0 15810 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2787814 19225 SH SOLE 0 0 19225 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3292794 37266 SH SOLE 0 0 37266 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4133930 100582 SH SOLE 0 0 100582 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 664964 5781 SH SOLE 0 0 5781 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1981863 38822 SH SOLE 0 0 38822 VANGUARD STAR FDS VG TL INTL STK F 921909768 2797732 48270 SH SOLE 0 0 48270 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1258477 26273 SH SOLE 0 0 26273 VANGUARD WORLD FD ESG US STK ETF 921910733 217839 2561 SH SOLE 0 0 2561 VERIZON COMMUNICATIONS INC COM 92343V104 229819 6096 SH SOLE 0 0 6096 VERTEX PHARMACEUTICALS INC COM 92532F100 474841 1167 SH SOLE 0 0 1167 VISA INC COM CL A 92826C839 1874916 7202 SH SOLE 0 0 7202 VISHAY INTERTECHNOLOGY INC COM 928298108 250918 10468 SH SOLE 0 0 10468 WALMART INC COM 931142103 1093416 6936 SH SOLE 0 0 6936 WELLS FARGO CO NEW COM 949746101 408428 8298 SH SOLE 0 0 8298 WELLTOWER INC COM 95040Q104 373845 4146 SH SOLE 0 0 4146 WENDYS CO COM 95058W100 199631 10248 SH SOLE 0 0 10248 WESTERN DIGITAL CORP. COM 958102105 229223 4377 SH SOLE 0 0 4377 WILLIAMS COS INC COM 969457100 286442 8224 SH SOLE 0 0 8224 WISDOMTREE TR US QTLY DIV GRT 97717X669 213089 3032 SH SOLE 0 0 3032 WORKDAY INC CL A 98138H101 216983 786 SH SOLE 0 0 786 ZOETIS INC CL A 98978V103 256976 1302 SH SOLE 0 0 1302