• 13F History

Everhart Financial Group, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$731M
Signature - Title
Steven Reinsel - CCO
Location
Dublin, OH
Summary
This page shows a list of all the recent 13F filings made by Everhart Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Everhart Financial Group, Inc. reported 328 stock holdings with total value $731M as of Q1 2025. Top holdings included VTV, VUG, VTI, BIV, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 328 $731M +$287M -$18M +$269M VTV, VUG, VTI, BIV, AAPL 13F-HR 4/16/2025, 01:12 PM
Q4 2024 309 $486M +$70.2M -$17.6M +$52.5M VTI, AAPL, NVDA, MSFT, SCHG 13F-HR 1/30/2025, 03:04 PM
Q3 2024 316 $451M +$57.6M -$9.45M +$48.1M VTI, NVDA, AAPL, MSFT, SCHG 13F-HR 11/4/2024, 03:04 PM
Q2 2024 293 $385M +$56.3M -$8.16M +$48.2M VTI, NVDA, MSFT, AAPL, SCHG 13F-HR 7/24/2024, 04:16 PM
Q1 2024 277 $343M +$44.3M -$9.72M +$34.6M VTI, MSFT, NVDA, AAPL, SCHG 13F-HR 5/13/2024, 09:35 AM
Q4 2023 240 $282M +$30.9M -$10.8M +$20.1M VTI, AAPL, MSFT, SCHG, SCHB 13F-HR 1/12/2024, 12:03 PM
Q3 2023 212 $236M +$13.5M -$13.2M +$256K VTI, AAPL, SCHG, MSFT, SCHB 13F-HR 10/25/2023, 04:22 PM
Q2 2023 206 $213M +$22.5M -$3.68M +$18.8M AAPL, SCHG, SCHB, ULST, MSFT 13F-HR 7/13/2023, 03:45 PM
Q1 2023 204 $223M +$34.1M -$8.63M +$25.5M VTI, SCHB, AAPL, SPTS, SCHG 13F-HR 4/25/2023, 04:29 PM
Q4 2022 179 $199M +$41.1M -$19.5M +$21.5M VTI, SPTS, SCHB, VGSH, VTV 13F-HR 2/9/2023, 02:45 PM
Q3 2022 202 $181M +$39.6M -$7.06M +$32.6M VTI, VGSH, SCHB, VTV, AAPL 13F-HR 10/12/2022, 11:54 AM
Q2 2022 187 $165M +$32M -$8.26M +$23.7M VTI, SCHB, VTV, SCHG, AAPL 13F-HR 7/12/2022, 04:22 PM
Q1 2022 132 $173M +$32.9M -$3.85M +$29.1M VTI, SCHB, SCHG, AAPL, VTV 13F-HR 4/18/2022, 03:04 PM
Q4 2021 107 $166M +$14M -$4.23M +$9.73M VTI, SCHB, SCHG, VUG, VTV 13F-HR 1/21/2022, 03:04 PM
Q3 2021 101 $146M +$10.9M -$8.18M +$2.75M VTI, SCHB, SCHG, VUG, VTV 13F-HR 10/13/2021, 11:46 AM
Q2 2021 95 $145M +$30.3M -$4.94M +$25.4M VTI, SCHB, SCHG, VTV, VUG 13F-HR 7/16/2021, 12:50 PM
Q1 2021 83 $114M +$4.45M -$4.4M +$50.4K VTI, SCHB, SCHG, SCHM, VTV 13F-HR 4/13/2021, 10:27 AM
Q4 2020 80 $108M VTI, SCHB, SCHG, SCHM, VTV 13F-HR 3/26/2021, 02:02 PM