Fund HoldingsEverhart Financial Group, Inc.

Total Portfolio Value
$235.72M
Total Bought
$20.10M
Total Sold
$24.58M
Net Transaction
-$4.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD INDEX FDS115,099119,275+4,17618,57124,99310.60%+6,422
EXXON MOBIL CORP19,63123,591+3,9602,1052,7741.18%+668
THE TRADE DESK INC(TTD)10,04015,777+5,7375449990.42%+455
VANGUARD INTL EQUITY INDEX F93,08496,676+3,5923,3513,7881.61%+437
ALPHABET INC(GOOG)17,81219,421+1,6092,1322,5411.08%+409
VANGUARD INDEX FDS56,21559,363+3,1487,7918,1873.47%+396
ALPHABET INC(GOOG)15,84717,131+1,2841,8442,2190.94%+375
ELI LILLY & CO(LLY)3,3673,607+2401,5791,9370.82%+358
DANAHER CORPORATION(DHR)01,318+1,31803270.14%+327
NVIDIA CORPORATION(NVDA)12,03312,383+3504,7525,0382.14%+287
RIVIAN AUTOMOTIVE INC(RIVN)011,653+11,65302830.12%+283
SCHWAB STRATEGIC TR19,78125,811+6,0301,0321,3060.55%+274
SPLUNK INC01,861+1,86102720.12%+272
SCHWAB CHARLES CORP(SCHW)04,879+4,87902680.11%+268
META PLATFORMS INC(META)8,1988,731+5332,1982,4591.04%+261
CVS HEALTH CORP(CVS)03,620+3,62002530.11%+253
VANGUARD INDEX FDS22,61422,603-113,3533,6051.53%+251
ABBVIE INC(ABBV)6,1527,216+1,0648291,0760.46%+247
BECTON DICKINSON & CO(BDX)0907+90702340.10%+234
UNITEDHEALTH GROUP INC(UNH)2,9363,262+3261,4111,6450.70%+234
UNION PAC CORP(UNP)01,127+1,12702290.10%+229
CME GROUP INC(CME)01,136+1,13602270.10%+227
WILLIAMS COS INC(WMB)06,534+6,53402200.09%+220
FIRST BUSEY CORP(BUSE)011,317+11,31702180.09%+218
LINDE PLC(LIN)0573+57302130.09%+213
HALLIBURTON CO(HAL)05,253+5,25302130.09%+213
PARKER-HANNIFIN CORP(PH)0534+53402080.09%+208
SHERWIN WILLIAMS CO(SHW)0810+81002070.09%+207
OLD REP INTL CORP(ORI)07,619+7,61902050.09%+205
UNIVEST FINANCIAL CORPORATIO(UVSP)010,942+10,94201900.08%+190
AMAZON COM INC(AMZN)28,31030,140+1,8303,6513,8311.63%+180
AMGEN INC(AMGN)01,614+1,61404340.18%+434
SCHWAB STRATEGIC TR57,54353,534-4,0092,0532,2170.94%+165
MARATHON PETE CORP(MPC)04,064+4,06406150.26%+615
CHEVRON CORP NEW(CVX)6,0746,556+4829561,1050.47%+150
COSTCO WHSL CORP NEW(COST)1,8642,039+1751,0041,1520.49%+148
ADOBE INC(ADBE)2,1252,323+1981,0391,1840.50%+145
BOOKING HOLDINGS INC(BKNG)0166+16605120.22%+512
BERKSHIRE HATHAWAY INC DEL6,4206,613+1932,1892,3170.98%+127
INTUIT(INTU)1,4501,535+856647840.33%+120
HOSTESS BRANDS INC012,194+12,19404060.17%+406
VISA INC(V)5,5956,249+6541,3291,4370.61%+109
SCHLUMBERGER LTD(SLB)07,150+7,15004170.18%+417
DUKE ENERGY CORP NEW(DUK)04,088+4,08803610.15%+361
CATERPILLAR INC(CAT)01,712+1,71204670.20%+467
INTEL CORP(INTC)16,15917,802+1,6435406330.27%+93
PHILLIPS 66(PSX)02,792+2,79203350.14%+335
AUTOMATIC DATA PROCESSING IN01,584+1,58403810.16%+381
CISCO SYS INC(CSCO)15,84116,856+1,0158209060.38%+87
HOME DEPOT INC(HD)2,8083,149+3418729520.40%+79
INTERNATIONAL BUSINESS MACHS(IBM)03,887+3,88705450.23%+545
REGENERON PHARMACEUTICALS(REGN)0388+38803190.14%+319
COMCAST CORP NEW(CCZ)15,35415,972+6186387080.30%+70
TJX COS INC NEW(TJX)04,747+4,74704220.18%+422
AMERICAN INTL GROUP INC05,146+5,14603120.13%+312
MASTERCARD INCORPORATED(MA)2,4362,592+1569581,0260.44%+68
DEERE & CO(DE)01,042+1,04203930.17%+393
ACCENTURE PLC IRELAND
SHS CLASS A
1,9432,162+2196006640.28%+64
JPMORGAN CHASE & CO(JPM)18,43518,920+4852,6812,7441.16%+63
SYNOPSYS INC(SNPS)1,4961,554+586517130.30%+62
VANGUARD INDEX FDS3,4483,723+2751,4041,4620.62%+58
BOSTON SCIENTIFIC CORP(BSX)06,528+6,52803450.15%+345
OCCIDENTAL PETE CORP(OXY)07,457+7,45704840.21%+484
CHUBB LIMITED
COM
01,290+1,29002690.11%+269
WALMART INC(WMT)6,5276,726+1991,0261,0760.46%+50
JOHNSON & JOHNSON(JNJ)9,2079,784+5771,4741,5240.65%+49
THE CIGNA GROUP(CI)01,083+1,08303100.13%+310
WELLS FARGO CO NEW(WFC)08,859+8,85903620.15%+362
VANGUARD BD INDEX FDS14,24818,283+4,0351,2311,2760.54%+44
AUTOZONE INC(AZO)0202+20205130.22%+513
CADENCE DESIGN SYSTEM INC(CDNS)2,1392,317+1785025430.23%+41
BROADCOM INC(AVGO)1,2071,310+1031,0471,0880.46%+41
ARES MANAGEMENT CORPORATION(ARES)02,781+2,78102860.12%+286
ITT INC(ITT)04,191+4,19104100.17%+410
DUPONT DE NEMOURS INC(DD)04,452+4,45203320.14%+332
PALO ALTO NETWORKS INC(PANW)01,341+1,34103140.13%+314
VERTEX PHARMACEUTICALS INC(VRTX)01,114+1,11403870.16%+387
GENERAL ELECTRIC CO(GE)04,317+4,31704770.20%+477
MICROSOFT CORP(MSFT)25,08127,147+2,0668,5418,5723.64%+31
LAM RESEARCH CORP(LRCX)0397+39702490.11%+249
APPLIED MATLS INC3,7564,138+3825435730.24%+30
CNO FINL GROUP INC010,911+10,91102590.11%+259
WELLTOWER INC(WELL)03,547+3,54702910.12%+291
HILTON WORLDWIDE HLDGS INC(HLT)01,712+1,71202570.11%+257
NVENT ELECTRIC PLC(NVT)08,068+8,06804280.18%+428
ZOETIS INC(ZTS)01,407+1,40702450.10%+245
VANGUARD INDEX FDS11,51111,848+3372,5142,5371.08%+23
VANGUARD INTL EQUITY INDEX F5,3225,630+3085765950.25%+20
SPDR SER TR
ST NUVE HIGH ETF
22,35724,279+1,9225595780.25%+19
RUSH ENTERPRISES INC(RUSHA)06,582+6,58202980.13%+298
COPART INC(CPRT)07,115+7,11503070.13%+307
VANGUARD INDEX FDS24,14424,874+7306,7566,7732.87%+16
CINTAS CORP(CTAS)0781+78103760.16%+376
STAG INDL INC(STAG)010,491+10,49103620.15%+362
PULTE GROUP INC(PHM)03,098+3,09802290.10%+229
MORGAN STANLEY(MS)04,734+4,73403870.16%+387
SERVICENOW INC(NOW)0806+80604510.19%+451
SALESFORCE INC(CRM)3,3883,600+2127167300.31%+14
SPDR S&P 500 ETF TR(SPY)2,4201,680-7407047180.30%+14
PALANTIR TECHNOLOGIES INC(PLTR)011,996+11,99601920.08%+192
Page 1 of 1