Everhart Financial Group, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 24, 2024
Value $
$385M
Signature - Title
Steven Reinsel - CCO
Location
535 Metro Place South, Suite 100, Dublin, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 213 $236M +$12.2M -$16.8M -$4.54M VTI, AAPL, SCHG, MSFT, SCHB 13F-HR 10/25/2023, 04:22 PM
Q2 2023 215 $213M +$22.5M -$14.8M +$7.71M AAPL, SCHG, SCHB, ULST, MSFT 13F-HR 7/13/2023, 03:45 PM
Q1 2023 204 $223M +$34.1M -$21.7M +$12.4M VTI, SCHB, AAPL, SPTS, SCHG 13F-HR 4/25/2023, 04:29 PM
Q4 2022 180 $199M +$41.1M -$32.3M +$8.79M VTI, SPTS, SCHB, VGSH, VTV 13F-HR 2/9/2023, 03:45 PM
Q3 2022 202 $181M +$39.6M -$11.9M +$27.7M VTI, VGSH, SCHB, VTV, AAPL 13F-HR 10/12/2022, 11:54 AM
Q2 2022 187 $165M +$32M -$11M +$21M VTI, SCHB, VTV, SCHG, AAPL 13F-HR 7/12/2022, 04:22 PM
Q1 2022 132 $173M +$32.9M -$5.68M +$27.3M VTI, SCHB, SCHG, AAPL, VTV 13F-HR 4/18/2022, 03:04 PM
Q4 2021 107 $166M +$14M -$5.77M +$8.19M VTI, SCHB, SCHG, VUG, VTV 13F-HR 1/21/2022, 04:04 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 $0 $0 VTI, SCHB, SCHG, SCHM, VTV 13F-HR 3/26/2021, 02:02 PM