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CIK: 0001852858
Total reported value
$1.6B
$1.6B
316 檔
7.0%
As reported in its official Q3 2024 Form 13F filing, Everhart Financial Group, Inc.'s tracked investment portfolio stood at $1.6B with 316 total positions.
In Q3 2024, Everhart Financial Group, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 44 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.79% | -0.77% | +2.74% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.92% | -0.65% | +8.85% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.75% | +0.60% | +13.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.59% | +11.67% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.76% | -0.14% | +1.60% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.43% | -1.75% | -0.42% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.39% | -0.16% | -0.55% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.99% | -0.70% | -11.94% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | -0.21% | +9.00% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -0.26% | +13.26% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.12% | +9.65% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.10% | +10.63% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.13% | +2.93% | +1.47% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.11% | -0.21% | -1.21% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | -0.10% | +7.50% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | -0.02% | +14.11% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.16% | +11.34% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.09% | +4.27% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.93% | +3.26% | -0.46% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.91% | -0.05% | +6.89% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | -0.17% | +1057.15% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.90% | -0.06% | -1.92% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | -0.05% | +2.21% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.26% | +9.72% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.07% | +15.47% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.80% | -0.12% | -0.35% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | +3.06% | -1.28% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.77% | -0.04% | -3.00% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.71% | -0.08% | -2.56% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.16% | +13.36% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.09% | +63.52% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.06% | +19.46% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.08% | +11.12% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.57% | -0.03% | -0.86% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.10% | +4.91% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.17% | +14.10% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.05% | +0.10% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.20% | +17.90% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.09% | +17.76% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.07% | +0.84% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.05% | +12.25% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.03% | +16.64% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.44% | — | +596.03% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +0.38% | +2.99% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.04% | -3.56% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.03% | +39.03% | |
| 47 | GE | General Electric | Stock-Industrials | 0.36% | -0.04% | +16.05% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.35% | -0.06% | +54.19% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.11% | +24.43% | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.34% | -0.09% | +8.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | +0.4% | +596.03% | Add |
| 2 | AAPL | Apple Inc | +0.3% | +13.10% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | +63.52% | Add |
| 4 | TSLA | Tesla Inc | +0.2% | +15.47% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.1% | +13.26% | Add |
| 6 | TXN | Texas Instruments Inc | +0.1% | +113.96% | Add |
| 7 | GEV | GE Vernova Inc | +0.1% | +102.67% | Add |
| 8 | NOW | Servicenow Inc | +0.1% | +54.19% | Add |
| 9 | MCO | Moody's CORP | +0.1% | NEW | New buy |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | +19.46% | Add |
| 11 | BIV | Vanguard Intermediate-term B | +0.1% | +53.82% | Add |
| 12 | RTX | Rtx CORP | +0.1% | +52.91% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | +97.11% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +39.03% | Add |
| 15 | PM | Philip Morris International | +0.1% | +41.59% | Add |
| 16 | ACN | Accenture plc | +0.1% | +39.18% | Add |
| 17 | FISV | Fiserv Inc | +0.1% | +75.13% | Add |
| 18 | PLD | Prologis Inc | +0.1% | +128.67% | Add |
| 19 | PGR | Progressive CORP | +0.1% | +59.97% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +11.34% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +14.10% | Add |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +38.57% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +53.05% | Add |
| 24 | HD | Home Depot Inc | +0.1% | +16.64% | Add |
| 25 | ORCL | Oracle CORP | +0.1% | +12.25% | Add |
| 26 | GE | General Electric | +0.1% | +16.05% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +24.43% | Add |
| 28 | IBM | Intl Business Machines CORP | +0.1% | +14.96% | Add |
| 29 | AVGO | Broadcom Inc | +0.1% | +1057.15% | Add |
| 30 | ABBV | Abbvie Inc | +0.1% | +11.12% | Add |
| 31 | MA | Mastercard Inc - A | +0.1% | +17.76% | Add |
| 32 | NFLX | Netflix Inc | 0% | +17.90% | Add |
| 33 | COST | Costco Wholesale CORP | — | +13.36% | Add |
| 34 | SCHV | Schwab US Large-cap Value | 0% | +6.89% | Add |
| 35 | PG | Procter & Gamble Co/the | 0% | +9.65% | Add |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +10.63% | Add |
| 37 | VNQ | Vanguard Real Estate ETF | 0% | -3.00% | Trim |
| 38 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.21% | Add |
| 39 | XOM | Exxon Mobil CORP | 0% | +9.72% | Add |
| 40 | LLY | Eli Lilly & Co | -0.1% | +14.11% | Add |
| 41 | VBR | Vanguard Small-cap Value ETF | -0.1% | +1.47% | Add |
| 42 | VTV | Vanguard Value ETF | -0.2% | -0.42% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.2% | +9.00% | Add |
| 44 | SMCIUSD | Super Micro Computer Inc | -0.2% | EXIT | Sold out |
| 45 | SCHB | Schwab US Broad Market ETF | -0.3% | -0.55% | Trim |
| 46 | SCHG | Schwab US Large-cap Growth | -0.3% | +1.60% | Add |
| 47 | MSFT | Microsoft CORP | -0.4% | +11.67% | Add |
| 48 | NVDA | Nvidia CORP | -0.5% | +8.85% | Add |
| 49 | VUG | Vanguard Growth ETF | -0.6% | -11.94% | Trim |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | +2.74% | Add |
According to official SEC Form 13F filings, Everhart Financial Group, Inc. reported a total U.S. public equity portfolio value of $1.6B across 316 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, NVDA, AAPL) accounted for 7.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
MCO
市值: $429.0K
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $936.5K
During Q3 2024, Everhart Financial Group, Inc.'s top holdings by market value included VTI (7.8%)、NVDA (4.9%)、AAPL (4.8%). The largest single position, VTI, represented 7.8% of total portfolio value.
In Q3 2024, Everhart Financial Group, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 44 positions, trimming 4 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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