Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Everhart Financial Group, Inc.

Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001667731-25-000184

Total Value
$485.9M
Positions
309
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (309)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769130,551$37.8M7.79%
2APPLE INCAAPL108,728$27.2M5.60%
3NVIDIA CORPORATIONNVDA198,538$26.7M5.49%
4MICROSOFT CORPMSFT48,169$20.3M4.18%
5SCHWAB STRATEGIC TR808524300468,177$13.0M2.69%
6VANGUARD INDEX FDS92290874470,518$11.9M2.46%
7AMAZON COM INCAMZN53,057$11.6M2.40%
8VANGUARD INDEX FDS92290873626,159$10.7M2.21%
9SCHWAB STRATEGIC TR808524102458,028$10.4M2.14%
10META PLATFORMS INCMETA17,000$10.0M2.05%
11TESLA INCTSLA15,796$6.4M1.31%
12ISHARES TR46428768918,986$6.3M1.31%
13ALPHABET INCGOOG32,729$6.2M1.28%
14JPMORGAN CHASE & CO.VYLD25,553$6.1M1.26%
15BROADCOM INCAVGO25,524$5.9M1.22%
16ALPHABET INCGOOG30,130$5.7M1.18%
17VANGUARD INDEX FDS92290861125,917$5.1M1.06%
18PROCTER AND GAMBLE CO74271810930,461$5.1M1.05%
19BERKSHIRE HATHAWAY INC DELBRK-A10,619$4.8M0.99%
20VANGUARD INDEX FDS92290853817,946$4.6M0.94%
21VANGUARD INTL EQUITY INDEX F92204285898,230$4.3M0.89%
22VANGUARD INDEX FDS92290859514,569$4.1M0.84%
23SCHWAB STRATEGIC TR808524409152,339$4.0M0.82%
24ELI LILLY & COLLY4,975$3.8M0.79%
25VANGUARD INDEX FDS92290851223,653$3.8M0.79%
26SCHWAB STRATEGIC TR808524508127,591$3.5M0.73%
27SCHWAB STRATEGIC TR808524797128,601$3.5M0.72%
28VANGUARD INDEX FDS92290855338,526$3.4M0.71%
29EXXON MOBIL CORPXOM31,020$3.3M0.69%
30VANGUARD STAR FDS92190976855,428$3.3M0.67%
31COSTCO WHSL CORP NEW22160K1053,499$3.2M0.66%
32VISA INCV10,069$3.2M0.65%
33ABBVIE INCABBV17,280$3.1M0.63%
34ISHARES TR4642872005,177$3.0M0.63%
35NETFLIX INCNFLX3,261$2.9M0.60%
36WALMART INCWMT31,574$2.9M0.59%
37MASTERCARD INCORPORATEDMA4,651$2.4M0.50%
38VANGUARD BD INDEX FDS92193782729,249$2.3M0.47%
39ISHARES TR4642876226,833$2.2M0.45%
40UNITEDHEALTH GROUP INCUNH4,292$2.2M0.45%
41VANGUARD INDEX FDS9229083634,008$2.2M0.44%
42ORACLE CORPORCL-PD12,793$2.1M0.44%
43HOME DEPOT INCHD5,378$2.1M0.43%
44SCHWAB STRATEGIC TR80852460778,991$2.0M0.42%
45SERVICENOW INCNOW1,880$2.0M0.41%
46SALESFORCE INCCRM5,751$1.9M0.40%
47VANGUARD BD INDEX FDS92193783526,271$1.9M0.39%
48VANGUARD BD INDEX FDS92193781924,457$1.8M0.38%
49PALANTIR TECHNOLOGIES INCPLTR23,741$1.8M0.37%
50VANGUARD MUN BD FDS92290774634,206$1.7M0.35%
51INTUITIVE SURGICAL INCISRG3,196$1.7M0.34%
52ROYAL CARIBBEAN GROUPV7780T1037,155$1.7M0.34%
53BANK AMERICA CORP06050510436,991$1.6M0.33%
54ISHARES TR46432F84222,744$1.6M0.33%
55BOOKING HOLDINGS INCBKNG318$1.6M0.33%
56GE AEROSPACE3696043019,377$1.6M0.32%
57INTUITINTU2,372$1.5M0.31%
58SPOTIFY TECHNOLOGY S ASPOT3,255$1.5M0.30%
59CATERPILLAR INCCAT4,012$1.5M0.30%
60ISHARES TR46428841413,484$1.4M0.30%
61VANGUARD INDEX FDS9229086295,298$1.4M0.29%
62PHILIP MORRIS INTL INC71817210911,469$1.4M0.28%
63EA SERIES TRUST02072L61531,737$1.4M0.28%
64CISCO SYS INCCSCO22,884$1.4M0.28%
65BOSTON SCIENTIFIC CORPBSX15,108$1.3M0.28%
66QUANTA SVCS INC74762E1024,265$1.3M0.28%
67INTERNATIONAL BUSINESS MACHSINTR6,109$1.3M0.28%
68ACCENTURE PLC IRELANDACN3,810$1.3M0.28%
69GOLDMAN SACHS GROUP INCGSCE2,337$1.3M0.28%
70WELLS FARGO CO NEW94974610118,564$1.3M0.27%
71AMERICAN EXPRESS COAXP4,393$1.3M0.27%
72ADVANCED MICRO DEVICES INCAMD10,647$1.3M0.26%
73CHEVRON CORP NEWCVX8,876$1.3M0.26%
74MCDONALDS CORPMCD4,406$1.3M0.26%
75EA SERIES TRUST02072L59943,236$1.3M0.26%
76TJX COS INC NEW87254010910,536$1.3M0.26%
77PALO ALTO NETWORKS INCPANW6,951$1.3M0.26%
78COCA COLA COKO19,925$1.2M0.26%
79SCHWAB STRATEGIC TR80852420152,868$1.2M0.25%
80GE VERNOVA INCGEV3,710$1.2M0.25%
81ADOBE INCADBE2,739$1.2M0.25%
82THE TRADE DESK INC88339J10510,162$1.2M0.25%
83ITT INCITT8,302$1.2M0.24%
84CADENCE DESIGN SYSTEM INCCDNS3,936$1.2M0.24%
85VANGUARD TAX-MANAGED FDS92194385824,643$1.2M0.24%
86STRYKER CORPORATIONSYK3,245$1.2M0.24%
87ABBOTT LABSABLZF10,322$1.2M0.24%
88VANGUARD INDEX FDS9229087514,778$1.1M0.24%
89AT&T INCT-PC49,864$1.1M0.23%
90SPDR S&P 500 ETF TRSPY1,865$1.1M0.22%
91NISOURCE INCNI29,223$1.1M0.22%
92MERCK & CO INCMRK10,586$1.1M0.22%
93ISHARES TR4642881589,978$1.1M0.22%
94S&P GLOBAL INCSPGI2,088$1.0M0.21%
95VANGUARD WORLD FD92204A7021,668$1.0M0.21%
96RTX CORPORATIONRTX8,886$1.0M0.21%
97CSX CORPCSX31,775$1.0M0.21%
98EA SERIES TRUST02072L68026,767$1.0M0.21%
99PEPSICO INCPEP6,563$998,0200.21%
100SYNOPSYS INCSNPS2,051$995,4740.20%
101ARES MANAGEMENT CORPORATIONARES-PB5,462$966,9380.20%
102APPLIED MATLS INC0382221055,942$966,3330.20%
103TRANE TECHNOLOGIES PLCTT2,608$963,2650.20%
104FISERV INCFISV4,686$962,5980.20%
105LOWES COS INC5486611073,846$949,1930.20%
106VANGUARD INTL EQUITY INDEX F9220427188,288$948,8460.20%
107CHIPOTLE MEXICAN GRILL INCCMG15,497$934,4700.19%
108MORGAN STANLEYMS-PQ7,374$927,0590.19%
109CINTAS CORPCTAS5,073$926,8370.19%
110HUNTINGTON BANCSHARES INCHBANP55,703$906,2910.19%
111NEXTERA ENERGY INCNEE-PW12,541$899,0640.19%
112AUTOMATIC DATA PROCESSING INADP3,035$888,5790.18%
113DISNEY WALT CO2546871067,950$885,2130.18%
114JOHNSON & JOHNSONJNJ6,063$876,7900.18%
115AUTOZONE INCAZO273$874,1460.18%
116SCHWAB STRATEGIC TR80852472230,568$865,3800.18%
117COPART INCCPRT15,001$860,9070.18%
118RUSH ENTERPRISES INCRUSHB15,733$856,5050.18%
119HONEYWELL INTL INC4385161063,791$856,2810.18%
120PROGRESSIVE CORP7433151033,546$849,6570.17%
121NVENT ELECTRIC PLCNVT12,454$848,8650.17%
122CROWDSTRIKE HLDGS INCCRWD2,471$845,4770.17%
123ISHARES TR46429B6979,375$832,4060.17%
124UNIVEST FINANCIAL CORPORATIOUVSP27,639$815,6270.17%
125DEERE & CODE1,907$807,9960.17%
126DUKE ENERGY CORP NEWDUKB7,478$805,6800.17%
127MCKESSON CORPMCK1,397$796,1640.16%
128HILTON WORLDWIDE HLDGS INCHLT3,215$794,6190.16%
129WILLIAMS COS INC96945710014,605$790,4230.16%
130SHOPIFY INCSHOP7,421$789,0750.16%
131HUBBELL INCHUBB1,876$785,8380.16%
132LINCOLN ELEC HLDGS INC5339001064,191$785,6870.16%
133ISHARES INC46434G10315,040$785,3890.16%
134LINDE PLCLIN1,854$776,2140.16%
135DOORDASH INCDASH4,567$766,1140.16%
136WELLTOWER INCWELL6,069$764,8760.16%
137INVESCO QQQ TRIVZ1,493$763,3810.16%
138SPDR SER TR78464A3008,716$760,4480.16%
139VERIZON COMMUNICATIONS INCVZ18,853$753,9340.16%
140PRIMERICA INCPRI2,676$726,3200.15%
141APPLOVIN CORPAPP2,234$723,4360.15%
142SCHWAB STRATEGIC TR80852470626,638$709,3690.15%
143TEXAS INSTRS INC8825081043,735$700,3500.14%
144LENNAR CORPLEN-B5,135$700,2600.14%
145CENCORA INCCOR3,076$691,1160.14%
146COMCAST CORP NEWCCZ18,219$683,7460.14%
147ISHARES TR4642873096,699$680,1490.14%
148FIRST BUSEY CORPBUSEP28,844$679,8530.14%
149ANALOG DEVICES INCADI3,183$676,2600.14%
150VERTEX PHARMACEUTICALS INCVRTX1,656$666,8710.14%
151CNO FINL GROUP INC12621E10317,868$664,8680.14%
152LOCKHEED MARTIN CORPLMT1,350$656,0190.14%
153TRANSDIGM GROUP INCTDG503$637,4420.13%
154AMERICAN INTL GROUP INC0268747848,508$619,3820.13%
155EXP WORLD HLDGS INCEXPI53,536$616,1990.13%
156PARKER-HANNIFIN CORPPH968$615,6770.13%
157MARATHON PETE CORPMARA4,402$614,0790.13%
158SIMON PPTY GROUP INC NEW8288061093,558$612,7230.13%
159OLD REP INTL CORP68022310416,833$609,1860.13%
160WINGSTOP INCWING2,126$604,2090.12%
161NORFOLK SOUTHN CORP6558441082,568$602,7100.12%
162PRUDENTIAL FINL INCPUKPF5,084$602,6070.12%
163OGE ENERGY CORPOGE14,463$596,5990.12%
164VANGUARD SCOTTSDALE FDS92206C5992,296$596,4700.12%
165DELTA AIR LINES INC DELDAL9,827$594,5340.12%
166PULTE GROUP INC7458671015,441$592,5250.12%
167SPDR SER TR78464A8397,266$582,7130.12%
168FIDELITY NATL INFORMATION SV31620M1067,193$580,9790.12%
169THERMO FISHER SCIENTIFIC INCTMO1,103$573,8140.12%
170HOME BANCSHARES INCHOMB20,058$567,6410.12%
171DUPONT DE NEMOURS INCDD7,338$559,5230.12%
172ISHARES TR4642876552,526$558,1020.11%
173UBER TECHNOLOGIES INCUBER9,159$552,4710.11%
174SHERWIN WILLIAMS COSHW1,620$550,6870.11%
175HANOVER INS GROUP INC4108671053,506$542,2380.11%
176BOEING COBA-PA3,004$531,7080.11%
177CLOUDFLARE INCNET4,935$531,4010.11%
178STAG INDL INC85254J10215,559$526,2050.11%
179IDACORP INCIDA4,766$520,8280.11%
180HEICO CORP NEWHEI-A2,788$518,7910.11%
181WESTERN DIGITAL CORPWDC8,689$518,1250.11%
182KROGER COKR8,343$510,1740.11%
183US BANCORP DELUSB-PS10,655$509,6290.10%
184AMGEN INCAMGN1,955$509,5510.10%
185HOPE BANCORP INCHOPE41,434$509,2240.10%
186ARCH CAP GROUP LTDG0450A1055,505$508,3870.10%
187DANAHER CORPORATION2358511022,205$506,1570.10%
188VAXCYTE INCPCVX6,164$504,5850.10%
189AUTODESK INCADSK1,702$503,0600.10%
190MADRIGAL PHARMACEUTICALS INCMDGL1,628$502,3520.10%
191PROLOGIS INC.PLDGP4,716$498,5030.10%
192ZOOM COMMUNICATIONS INCZM6,098$497,6580.10%
193CONOCOPHILLIPSCOP4,979$493,7670.10%
194CHUBB LIMITEDCB1,773$489,8800.10%
195DISCOVER FINL SVCS2547091082,816$487,8160.10%
196NASDAQ INCNDAQ6,273$484,9660.10%
197ROSS STORES INCROST3,205$484,8200.10%
198SCHWAB CHARLES CORPSCHW-PJ6,539$483,9510.10%
199CME GROUP INCCME2,020$469,1050.10%
200AVALONBAY CMNTYS INCAWX2,061$453,3580.09%
201UNITED CMNTY BKS BLAIRSVLE GUNTCW14,002$452,4050.09%
202MICRON TECHNOLOGY INCMU5,356$450,7610.09%
203CITIZENS FINL GROUP INCCIA10,214$446,9650.09%
204LAZARD INCLAZ8,522$438,7130.09%
205MARVELL TECHNOLOGY INCMRVL3,958$437,1610.09%
206SCHWAB STRATEGIC TR80852480523,415$433,1750.09%
207SPDR SER TR78464A2014,776$431,4860.09%
208SCHWAB STRATEGIC TR80852484720,472$431,1500.09%
209BRISTOL-MYERS SQUIBB COCELG-RI7,565$427,8760.09%
210MOODYS CORPMCO902$426,9790.09%
211QUALCOMM INCQCOM2,778$426,7560.09%
212FORTINET INCFTNT4,426$418,1680.09%
213CLOROX CO DELCLX2,555$414,9580.09%
214BUCKLE INCBKE8,149$414,0510.09%
215PHILLIPS 66PSX3,623$412,7680.08%
216BLOCK INCBSQKZ4,816$409,3120.08%
217CHENIERE ENERGY INCLNG1,884$404,8150.08%
218STARBUCKS CORPSBUX4,420$403,3250.08%
219CONSTELLATION ENERGY CORPCEG1,795$401,5590.08%
220SCHWAB STRATEGIC TR80852475512,075$401,0110.08%
221SYSCO CORPSYY5,239$400,5740.08%
222SPDR SER TR78464A28415,573$398,3570.08%
223FORTUNE BRANDS INNOVATIONS IFBIN5,822$397,8170.08%
224PAYPAL HLDGS INCPYPL4,619$394,2320.08%
225MICROSTRATEGY INCSTRK1,352$391,5670.08%
226ECOLAB INCECL1,670$391,3140.08%
227TAKE-TWO INTERACTIVE SOFTWARTTWO2,059$379,0210.08%
228ISHARES BITCOIN TRUST ETFIBIT7,144$378,9890.08%
229GEN DIGITAL INCGENVR13,822$378,4460.08%
230SELECT SECTOR SPDR TR81369Y8031,626$378,0780.08%
231ALNYLAM PHARMACEUTICALS INCALNY1,596$375,5550.08%
232THE CIGNA GROUP1255231001,359$375,2740.08%
233EA SERIES TRUST02072L57311,963$374,0830.08%
234UNION PAC CORPUNP1,638$373,5300.08%
235GENERAL MTRS CO37045V1006,919$368,5750.08%
236UNITED RENTALS INCURI523$368,4220.08%
237VANGUARD SPECIALIZED FUNDS9219088441,853$362,8730.07%
238CASELLA WASTE SYS INCCWST3,391$358,8020.07%
239HIGHWOODS PPTYS INC43128410811,719$358,3670.07%
2403M COMMM2,753$355,3850.07%
241CARLYLE GROUP INCCGABL6,969$351,8650.07%
242AIR PRODS & CHEMS INCAIIR1,200$348,0480.07%
243COSTAR GROUP INCCSGP4,827$345,5650.07%
244THE CAMPBELLS COMPANYCPB8,180$342,5780.07%
245WORKDAY INCWDAY1,311$338,2770.07%
246ISHARES TR46435G3265,176$333,6970.07%
247WARNER BROS DISCOVERY INCWBD31,378$331,6650.07%
248CARNIVAL CORPCUKPF13,026$324,6080.07%
249DOLLAR GEN CORP NEW2566771054,274$324,0550.07%
250VANECK ETF TRUST92189H4096,129$318,1560.07%
251FIRSTENERGY CORPFE7,929$315,4160.06%
252AMERICAN TOWER CORP NEW03027X1001,715$314,5480.06%
253IDEXX LABS INC45168D104746$308,4260.06%
254FREEPORT-MCMORAN INCFCX8,014$305,1730.06%
255ZOETIS INCZTS1,866$304,0270.06%
256WISDOMTREE TRWT3,753$303,7300.06%
257PFIZER INCPFE11,181$296,6300.06%
258T-MOBILE US INCTMUSZ1,336$294,8950.06%
259ISHARES TR4642874993,289$290,7480.06%
260ISHARES TR4642885133,691$290,2940.06%
261OCCIDENTAL PETE CORP6745991055,859$289,4930.06%
262AGILENT TECHNOLOGIES INCA2,146$288,2940.06%
263PROSHARES TR74347X8313,538$279,9940.06%
264ISHARES TR4642877211,745$278,3620.06%
265KEYSIGHT TECHNOLOGIES INCKEYS1,721$276,4440.06%
266RLI CORPRLI1,633$269,1670.06%
267BLACKSTONE INCBX1,555$268,1780.06%
268AMERICAN WTR WKS CO INC NEW0304201032,144$266,9070.05%
269AON PLCAON741$266,1380.05%
270HOWMET AEROSPACE INCHWM2,430$265,7690.05%
271ROYAL GOLD INCRGLD2,001$263,8320.05%
272SPDR DOW JONES INDL AVERAGE78467X109618$262,9590.05%
273INVESCO EXCHANGE TRADED FD TIVZ3,900$261,4170.05%
274VISTRA CORPVST1,887$260,1610.05%
275VANGUARD WORLD FD9219107332,440$255,9320.05%
276REALTY INCOME CORPO4,715$251,8280.05%
277SMUCKER J M CO8326964052,285$251,6240.05%
278REGENERON PHARMACEUTICALSREGN352$250,7400.05%
279ARISTA NETWORKS INCANET2,259$249,6870.05%
280ISHARES TR4642875073,947$245,9380.05%
281SCHNEIDER NATIONAL INCSNDR8,349$244,4590.05%
282ISHARES TR4642878042,094$241,2710.05%
283GILEAD SCIENCES INCGILD2,592$239,4230.05%
284AMPHENOL CORP NEW0320951013,444$239,1860.05%
285NEWMONT CORPNEMCL6,341$236,0120.05%
286COINBASE GLOBAL INCCOIN944$234,3950.05%
287KLA CORPKLAC369$232,5140.05%
288INTERNATIONAL FLAVORS&FRAGRA4595061012,737$231,4130.05%
289WESTERN ALLIANCE BANCORPWAL-PA2,769$231,2910.05%
290PG&E CORPPCG-PX11,403$230,1090.05%
291MSCI INCMSCI377$226,1500.05%
292LITTELFUSE INCLFUS954$224,8100.05%
293CF INDS HLDGS INC1252691002,610$222,6850.05%
294DARLING INGREDIENTS INCDAR6,533$220,0970.05%
295CARDINAL HEALTH INCCAH1,844$218,0900.04%
296PARK NATL CORP7006581071,270$217,7160.04%
297HUBSPOT INCHUBS312$217,3920.04%
298HALLIBURTON COHAL7,926$215,5080.04%
299COTERRA ENERGY INCCTRA8,303$212,0590.04%
300VANGUARD WHITEHALL FDS9219464061,641$209,3750.04%
301LENNAR CORPLEN-B1,574$208,0040.04%
302ISHARES TR464287614510$204,8060.04%
303BRUNSWICK CORPBC-PC3,146$203,4830.04%
304SPDR SER TR78464A7631,537$203,0380.04%
305BLACKROCK INCBLK197$201,9470.04%
306CUSHMAN WAKEFIELD PLCCWK13,380$175,0100.04%
307FARMERS NATIONAL BANC CORPFMNB11,502$163,5580.03%
308UNITI GROUP INCUNIT13,950$76,7230.02%
309AGILON HEALTH INCAGL18,251$34,6770.01%