Everhart Financial Group, Inc. Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$731.3B
Holdings
328
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (328 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 619,193 | $107.0B | 14.62% | |
| 2 | VUGVANGUARD INDEX FDS | 214,669 | $79.6B | 10.88% | |
| 3 | VTIVANGUARD INDEX FDS | 213,645 | $58.7B | 8.03% | |
| 4 | BIVVANGUARD BD INDEX FDS | 481,577 | $36.9B | 5.04% | |
| 5 | AAPLAPPLE INC | 122,987 | $27.3B | 3.74% | |
| 6 | NVDANVIDIA CORPORATION | 204,845 | $22.2B | 3.04% | |
| 7 | MSFTMICROSOFT CORP | 48,952 | $18.4B | 2.51% | |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 301,061 | $13.6B | 1.86% | |
| 9 | SCHGSCHWAB STRATEGIC TR | 445,634 | $11.2B | 1.53% | |
| 10 | AMZNAMAZON COM INC | 56,870 | $10.8B | 1.48% | |
| 11 | METAMETA PLATFORMS INC | 17,586 | $10.1B | 1.39% | |
| 12 | SCHBSCHWAB STRATEGIC TR | 456,823 | $9.8B | 1.34% | |
| 13 | JPMJPMORGAN CHASE & CO. | 26,167 | $6.4B | 0.88% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,281 | $6.0B | 0.82% | |
| 15 | VBRVANGUARD INDEX FDS | 29,689 | $5.5B | 0.76% | |
| 16 | GOOGLALPHABET INC | 34,005 | $5.3B | 0.72% | |
| 17 | PGPROCTER AND GAMBLE CO | 30,281 | $5.2B | 0.71% | |
| 18 | GOOGALPHABET INC | 31,881 | $5.0B | 0.68% | |
| 19 | VOTVANGUARD INDEX FDS | 20,283 | $5.0B | 0.68% | |
| 20 | DFAIDIMENSIONAL ETF TRUST | 154,660 | $4.8B | 0.66% | |
| 21 | LLYELI LILLY & CO | 5,767 | $4.8B | 0.65% | |
| 22 | VOEVANGUARD INDEX FDS | 28,157 | $4.5B | 0.62% | |
| 23 | AVGOBROADCOM INC | 26,625 | $4.5B | 0.61% | |
| 24 | VBKVANGUARD INDEX FDS | 16,988 | $4.3B | 0.58% | |
| 25 | SCHVSCHWAB STRATEGIC TR | 153,795 | $4.1B | 0.56% | |
| 26 | TSLATESLA INC | 15,647 | $4.1B | 0.55% | |
| 27 | VNQVANGUARD INDEX FDS | 44,491 | $4.0B | 0.55% | |
| 28 | VXUSVANGUARD STAR FDS | 64,612 | $4.0B | 0.55% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 4,216 | $4.0B | 0.55% | |
| 30 | XOMEXXON MOBIL CORP | 33,482 | $4.0B | 0.54% | |
| 31 | VVISA INC | 11,239 | $3.9B | 0.54% | |
| 32 | ABBVABBVIE INC | 18,377 | $3.9B | 0.53% | |
| 33 | SCHDSCHWAB STRATEGIC TR | 122,486 | $3.4B | 0.47% | |
| 34 | VGSHVANGUARD SCOTTSDALE FDS | 58,007 | $3.4B | 0.47% | |
| 35 | SCHMSCHWAB STRATEGIC TR | 127,039 | $3.3B | 0.46% | |
| 36 | NFLXNETFLIX INC | 3,437 | $3.2B | 0.44% | |
| 37 | IVVISHARES TR | 5,427 | $3.0B | 0.42% | |
| 38 | MAMASTERCARD INCORPORATED | 5,518 | $3.0B | 0.41% | |
| 39 | WMTWALMART INC | 32,429 | $2.8B | 0.39% | |
| 40 | VOOVANGUARD INDEX FDS | 5,163 | $2.7B | 0.36% | |
| 41 | BSVVANGUARD BD INDEX FDS | 31,355 | $2.5B | 0.34% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 4,535 | $2.4B | 0.32% | |
| 43 | BNDVANGUARD BD INDEX FDS | 31,648 | $2.3B | 0.32% | |
| 44 | DFAEDIMENSIONAL ETF TRUST | 87,802 | $2.3B | 0.31% | |
| 45 | SCHXSCHWAB STRATEGIC TR | 94,067 | $2.1B | 0.28% | |
| 46 | PLTRPALANTIR TECHNOLOGIES INC | 24,390 | $2.1B | 0.28% | |
| 47 | GEGE AEROSPACE | 10,044 | $2.0B | 0.27% | |
| 48 | HDHOME DEPOT INC | 5,485 | $2.0B | 0.27% | |
| 49 | 4I1PHILIP MORRIS INTL INC | 12,237 | $1.9B | 0.27% | |
| 50 | SCHASCHWAB STRATEGIC TR | 79,440 | $1.9B | 0.25% | |
| 51 | SPOTSPOTIFY TECHNOLOGY S A | 3,372 | $1.9B | 0.25% | |
| 52 | ORCLORACLE CORP | 13,067 | $1.8B | 0.25% | |
| 53 | CVXCHEVRON CORP NEW | 10,859 | $1.8B | 0.25% | |
| 54 | VTEBVANGUARD MUN BD FDS | 36,096 | $1.8B | 0.24% | |
| 55 | JNJJOHNSON & JOHNSON | 10,691 | $1.8B | 0.24% | |
| 56 | AQLTISHARES TR | 22,738 | $1.7B | 0.24% | |
| 57 | KOCOCA COLA CO | 23,807 | $1.7B | 0.23% | |
| 58 | CRMSALESFORCE INC | 6,114 | $1.6B | 0.22% | |
| 59 | ISRGINTUITIVE SURGICAL INC | 3,271 | $1.6B | 0.22% | |
| 60 | BACBANK AMERICA CORP | 38,717 | $1.6B | 0.22% | |
| 61 | BKNGBOOKING HOLDINGS INC | 349 | $1.6B | 0.22% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 6,435 | $1.6B | 0.22% | |
| 63 | BSXBOSTON SCIENTIFIC CORP | 15,830 | $1.6B | 0.22% | |
| 64 | ABTABBOTT LABS | 11,957 | $1.6B | 0.22% | |
| 65 | MCDMCDONALDS CORP | 4,951 | $1.5B | 0.21% | |
| 66 | INTUINTUIT | 2,499 | $1.5B | 0.21% | |
| 67 | MUBISHARES TR | 14,530 | $1.5B | 0.21% | |
| 68 | TAT&T INC | 53,936 | $1.5B | 0.21% | |
| 69 | CSCOCISCO SYS INC | 24,657 | $1.5B | 0.21% | |
| 70 | VSSVANGUARD INTL EQUITY INDEX F | 12,795 | $1.5B | 0.20% | |
| 71 | VEAVANGUARD TAX-MANAGED FDS | 28,872 | $1.5B | 0.20% | |
| 72 | PEPPEPSICO INC | 9,770 | $1.5B | 0.20% | |
| 73 | NOWSERVICENOW INC | 1,804 | $1.4B | 0.20% | |
| 74 | RCLROYAL CARIBBEAN GROUP | 6,915 | $1.4B | 0.19% | |
| 75 | WFCWELLS FARGO CO NEW | 19,490 | $1.4B | 0.19% | |
| 76 | TJXTJX COS INC NEW | 11,442 | $1.4B | 0.19% | |
| 77 | GSGOLDMAN SACHS GROUP INC | 2,472 | $1.4B | 0.18% | |
| 78 | RTXRTX CORPORATION | 10,118 | $1.3B | 0.18% | |
| 79 | VOVANGUARD INDEX FDS | 5,132 | $1.3B | 0.18% | |
| 80 | STXVEA SERIES TRUST | 43,282 | $1.3B | 0.18% | |
| 81 | CATCATERPILLAR INC | 3,976 | $1.3B | 0.18% | |
| 82 | AMDADVANCED MICRO DEVICES INC | 12,754 | $1.3B | 0.18% | |
| 83 | SYKSTRYKER CORPORATION | 3,454 | $1.3B | 0.18% | |
| 84 | STXGEA SERIES TRUST | 31,546 | $1.3B | 0.17% | |
| 85 | PANWPALO ALTO NETWORKS INC | 7,358 | $1.3B | 0.17% | |
| 86 | ACNACCENTURE PLC IRELAND | 3,978 | $1.2B | 0.17% | |
| 87 | MRKMERCK & CO INC | 13,810 | $1.2B | 0.17% | |
| 88 | NINISOURCE INC | 30,024 | $1.2B | 0.16% | |
| 89 | AMGNAMGEN INC | 3,750 | $1.2B | 0.16% | |
| 90 | FISVFISERV INC | 5,284 | $1.2B | 0.16% | |
| 91 | GEVGE VERNOVA INC | 3,779 | $1.2B | 0.16% | |
| 92 | ITTITT INC | 8,902 | $1.1B | 0.16% | |
| 93 | CITCINTAS CORP | 5,468 | $1.1B | 0.15% | |
| 94 | VBVANGUARD INDEX FDS | 5,068 | $1.1B | 0.15% | |
| 95 | AZOAUTOZONE INC | 294 | $1.1B | 0.15% | |
| 96 | SPGIS&P GLOBAL INC | 2,205 | $1.1B | 0.15% | |
| 97 | PGRPROGRESSIVE CORP | 3,957 | $1.1B | 0.15% | |
| 98 | SPYSPDR S&P 500 ETF TR | 1,929 | $1.1B | 0.15% | |
| 99 | AXPAMERICAN EXPRESS CO | 3,987 | $1.1B | 0.15% | |
| 100 | VRTXVERTEX PHARMACEUTICALS INC | 2,209 | $1.1B | 0.15% |
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