Evermay Wealth Management
Latest statistics and disclosures from Evermay Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, VOO, IJH, SCHO, SPY, and represent 48.16% of Evermay Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$18M), SCHO (+$14M), SPMD, SPSM, PJAN, SPLG, XSOE, NVDA, PANW, META.
- Started 139 new stock positions in BKR, BLDR, IR, AGG, APTV, DXCM, EXP, IQV, AKAM, SPG.
- Reduced shares in these 10 stocks: JPST (-$26M), IBTE, SCHX, VOO, AAPL, PSEP, IJH, PAUG, BRK.B, IVV.
- Sold out of its positions in Activision Blizzard, CAVA, DFEM, Etf Managers Tr purefunds ise cy, GNRC, LIT, GSST, PSEP, PJUL, Guggenheim Bulletshrs 2023 Corp Bd Etf. GSG, HDV, Ishares Ibonds Dec 2023 Term T, MGA, MTD, NDAQ, MINT, RTO, SPIB, VIOV, VTIP.
- Evermay Wealth Management was a net buyer of stock by $3.3M.
- Evermay Wealth Management has $542M in assets under management (AUM), dropping by 10.65%.
- Central Index Key (CIK): 0001066816
Tip: Access up to 7 years of quarterly data
Positions held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Evermay Wealth Management
Evermay Wealth Management holds 676 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Evermay Wealth Management has 676 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evermay Wealth Management Dec. 31, 2023 positions
- Download the Evermay Wealth Management December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 18.6 | $101M | -2% | 1.8M | 56.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.5 | $62M | -2% | 142k | 436.80 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.2 | $39M | -2% | 141k | 277.15 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.5 | $30M | +87% | 619k | 48.45 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.4 | $29M | 61k | 477.12 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $21M | -2% | 43k | 477.63 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.7 | $20M | +1254% | 198k | 100.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $12M | -3% | 112k | 108.25 |
|
| Apple (AAPL) | 2.2 | $12M | -8% | 62k | 192.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $11M | -4% | 48k | 237.22 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.6 | $8.4M | +11% | 291k | 28.88 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $7.7M | 33k | 232.64 |
|
|
| John Marshall Ban (JMSB) | 1.4 | $7.5M | 334k | 22.56 |
|
|
| Amazon (AMZN) | 1.4 | $7.3M | -6% | 48k | 151.94 |
|
| Microsoft Corporation (MSFT) | 1.3 | $7.1M | 19k | 376.03 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.1 | $6.1M | -2% | 110k | 55.29 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $5.7M | 41k | 139.69 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.9 | $5.1M | +68% | 121k | 42.18 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.5M | -7% | 21k | 170.10 |
|
| Visa Com Cl A (V) | 0.5 | $3.0M | +2% | 11k | 260.35 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.5 | $2.7M | +2687% | 56k | 48.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.7M | -18% | 7.6k | 356.66 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.7M | 14k | 200.71 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $2.7M | -2% | 16k | 165.25 |
|
| Danaher Corporation (DHR) | 0.5 | $2.6M | -5% | 11k | 231.56 |
|
| Home Depot (HD) | 0.5 | $2.6M | 7.4k | 346.57 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.5M | +18% | 4.3k | 582.92 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.4M | -4% | 7.8k | 310.88 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.4M | -6% | 11k | 213.33 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.3M | 49k | 47.90 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.4 | $2.1M | +1077% | 58k | 37.24 |
|
| Merck & Co (MRK) | 0.4 | $1.9M | +3% | 17k | 109.63 |
|
| Pepsi (PEP) | 0.3 | $1.9M | -14% | 11k | 170.95 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.9M | -6% | 6.3k | 296.51 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.9M | -2% | 46k | 41.10 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.8M | +29% | 5.2k | 353.96 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.8M | 12k | 149.50 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.3 | $1.7M | -29% | 50k | 33.37 |
|
| Martin Marietta Materials (MLM) | 0.3 | $1.5M | 2.9k | 498.91 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.4M | -22% | 2.1k | 669.19 |
|
| UnitedHealth (UNH) | 0.3 | $1.4M | -21% | 2.6k | 526.40 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $1.4M | -4% | 6.0k | 227.31 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.3M | 36k | 36.96 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $1.3M | +10% | 46k | 28.64 |
|
| Nextera Energy (NEE) | 0.2 | $1.3M | -8% | 22k | 60.74 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | 4.3k | 303.17 |
|
|
| Yum! Brands (YUM) | 0.2 | $1.3M | 9.8k | 130.66 |
|
|
| Brown & Brown (BRO) | 0.2 | $1.2M | 17k | 71.11 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.2M | -2% | 23k | 50.58 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.2M | +21% | 7.4k | 157.80 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.2M | +9% | 14k | 84.33 |
|
| Abbvie (ABBV) | 0.2 | $1.2M | 7.5k | 154.97 |
|
|
| Broadcom (AVGO) | 0.2 | $1.1M | -4% | 1.0k | 1116.25 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | -14% | 7.2k | 156.74 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $1.1M | +504% | 20k | 55.90 |
|
| Norfolk Southern (NSC) | 0.2 | $1.1M | 4.7k | 236.38 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $1.1M | -2% | 4.5k | 240.82 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.1M | -15% | 11k | 97.04 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $1.1M | +73% | 2.2k | 495.16 |
|
| Moody's Corporation (MCO) | 0.2 | $1.1M | 2.7k | 390.56 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.1M | 19k | 55.67 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | 10k | 99.98 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.0M | 2.9k | 350.91 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $966k | +3% | 6.9k | 140.93 |
|
| Stryker Corporation (SYK) | 0.2 | $964k | +41% | 3.2k | 299.95 |
|
| Cisco Systems (CSCO) | 0.2 | $949k | -3% | 19k | 50.52 |
|
| Procter & Gamble Company (PG) | 0.2 | $940k | 6.4k | 146.54 |
|
|
| Tesla Motors (TSLA) | 0.2 | $917k | +22% | 3.7k | 248.48 |
|
| Rockwell Automation (ROK) | 0.2 | $881k | +18% | 2.8k | 310.48 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $853k | +29% | 10k | 84.14 |
|
| Air Products & Chemicals (APD) | 0.2 | $842k | -3% | 3.1k | 274.83 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $793k | 11k | 74.27 |
|
|
| D.R. Horton (DHI) | 0.1 | $784k | -2% | 5.2k | 151.98 |
|
| Anthem (ELV) | 0.1 | $782k | 1.7k | 471.56 |
|
|
| American Express Company (AXP) | 0.1 | $772k | 4.1k | 187.34 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $763k | 1.6k | 468.14 |
|
|
| Synopsys (SNPS) | 0.1 | $757k | +47% | 1.5k | 514.91 |
|
| Broadstone Net Lease (BNL) | 0.1 | $744k | +27% | 43k | 17.30 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $743k | 3.3k | 225.51 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $733k | 3.0k | 241.74 |
|
|
| Amgen (AMGN) | 0.1 | $732k | +5% | 2.5k | 288.02 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $727k | +12% | 1.2k | 596.60 |
|
| Roper Industries (ROP) | 0.1 | $725k | +17% | 1.3k | 545.17 |
|
| TJX Companies (TJX) | 0.1 | $704k | +26% | 7.5k | 93.81 |
|
| United Parcel Service CL B (UPS) | 0.1 | $691k | 4.4k | 157.23 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $679k | +5% | 14k | 47.24 |
|
| Automatic Data Processing (ADP) | 0.1 | $662k | -24% | 2.8k | 234.08 |
|
| Applied Materials (AMAT) | 0.1 | $656k | -5% | 4.0k | 162.07 |
|
| Chevron Corporation (CVX) | 0.1 | $648k | +7% | 4.3k | 149.16 |
|
| United Rentals (URI) | 0.1 | $645k | -3% | 1.1k | 573.42 |
|
| Honeywell International (HON) | 0.1 | $635k | 3.0k | 209.71 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $633k | +21% | 4.9k | 128.43 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $631k | -2% | 5.7k | 111.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $621k | 14k | 43.85 |
|
|
| Trex Company (TREX) | 0.1 | $603k | -2% | 7.3k | 82.79 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $598k | 5.1k | 117.22 |
|
|
| Kinsale Cap Group (KNSL) | 0.1 | $586k | 1.8k | 334.91 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $581k | 7.7k | 75.32 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $575k | -2% | 3.2k | 179.97 |
|
| Kinder Morgan (KMI) | 0.1 | $569k | -7% | 32k | 17.64 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $566k | -16% | 11k | 51.31 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $528k | 231.00 | 2286.96 |
|
|
| Caterpillar (CAT) | 0.1 | $512k | 1.7k | 295.64 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $501k | 3.0k | 164.42 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $497k | +111% | 1.1k | 453.24 |
|
| Intel Corporation (INTC) | 0.1 | $491k | 9.8k | 50.25 |
|
|
| Pfizer (PFE) | 0.1 | $490k | -6% | 17k | 28.79 |
|
| Coca-Cola Company (KO) | 0.1 | $483k | -4% | 8.2k | 58.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $471k | -37% | 1.1k | 426.51 |
|
| salesforce (CRM) | 0.1 | $471k | +31% | 1.8k | 263.14 |
|
| Enterprise Products Partners (EPD) | 0.1 | $461k | 18k | 26.35 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $459k | -2% | 3.0k | 155.33 |
|
| Palo Alto Networks (PANW) | 0.1 | $456k | +1786% | 1.5k | 294.88 |
|
| Union Pacific Corporation (UNP) | 0.1 | $453k | 1.8k | 245.62 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $430k | 8.7k | 49.22 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $427k | 4.0k | 105.43 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $426k | 5.5k | 78.03 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $412k | 5.7k | 72.79 |
|
|
| Vulcan Materials Company (VMC) | 0.1 | $408k | 1.8k | 227.01 |
|
|
| Servicenow (NOW) | 0.1 | $406k | +360% | 575.00 | 706.49 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $391k | -6% | 736.00 | 531.04 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $390k | -2% | 16k | 24.79 |
|
| Microchip Technology (MCHP) | 0.1 | $389k | 4.3k | 90.18 |
|
|
| Chubb (CB) | 0.1 | $381k | 1.7k | 226.43 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $378k | 3.4k | 110.07 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $373k | -98% | 7.4k | 50.41 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.1 | $372k | 12k | 31.47 |
|
|
| Yum China Holdings (YUMC) | 0.1 | $369k | 8.7k | 42.43 |
|
|
| BlackRock (BLK) | 0.1 | $365k | +6% | 450.00 | 811.80 |
|
| Lowe's Companies (LOW) | 0.1 | $360k | +24% | 1.6k | 222.55 |
|
| Netflix (NFLX) | 0.1 | $359k | +718% | 737.00 | 486.88 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $356k | 3.6k | 99.27 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $356k | 5.2k | 68.80 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $345k | 2.6k | 130.92 |
|
|
| Travelers Companies (TRV) | 0.1 | $338k | 1.8k | 190.49 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $330k | 1.3k | 259.67 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $330k | 2.1k | 158.10 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $325k | 861.00 | 377.45 |
|
|
| Emerson Electric (EMR) | 0.1 | $324k | +2% | 3.3k | 97.34 |
|
| Fastenal Company (FAST) | 0.1 | $322k | 5.0k | 64.77 |
|
|
| CSX Corporation (CSX) | 0.1 | $320k | 9.2k | 34.67 |
|
|
| Target Corporation (TGT) | 0.1 | $315k | 2.2k | 142.42 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $310k | 6.5k | 47.79 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $307k | 3.9k | 79.71 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $303k | -7% | 9.0k | 33.67 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $296k | 5.5k | 53.82 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $294k | 3.8k | 77.73 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $294k | +23% | 1.7k | 173.89 |
|
| MercadoLibre (MELI) | 0.1 | $289k | 184.00 | 1571.54 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $288k | 3.7k | 77.90 |
|
|
| Jacobs Engineering Group (J) | 0.1 | $287k | +40% | 2.2k | 129.80 |
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $272k | 5.0k | 54.41 |
|
|
| American Tower Reit (AMT) | 0.0 | $268k | +6% | 1.2k | 217.40 |
|
| Nike CL B (NKE) | 0.0 | $266k | 2.4k | 108.93 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $263k | 3.3k | 78.96 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $259k | +11526% | 1.7k | 148.36 |
|
| Verisk Analytics (VRSK) | 0.0 | $257k | 1.1k | 238.86 |
|
|
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $256k | 1.4k | 189.94 |
|
|
| First Virginia Community Bank (FVCB) | 0.0 | $254k | 18k | 14.20 |
|
|
| Ecolab (ECL) | 0.0 | $253k | 1.3k | 198.89 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $251k | -3% | 545.00 | 460.70 |
|
| Dollar Tree (DLTR) | 0.0 | $249k | -2% | 1.8k | 142.05 |
|
| Medtronic SHS (MDT) | 0.0 | $247k | -4% | 3.0k | 83.02 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $246k | NEW | 3.0k | 82.35 |
|
| Walt Disney Company (DIS) | 0.0 | $245k | -26% | 2.7k | 90.53 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $245k | 14k | 17.09 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $244k | +2% | 929.00 | 262.67 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $240k | 4.4k | 54.77 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $240k | 1.7k | 137.85 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $239k | 2.9k | 82.98 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $238k | -17% | 6.4k | 36.92 |
|
| Fortive (FTV) | 0.0 | $235k | -11% | 3.2k | 73.63 |
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $230k | 30k | 7.66 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $218k | 694.00 | 314.00 |
|
|
| Boeing Company (BA) | 0.0 | $216k | 828.00 | 260.66 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $211k | -13% | 2.5k | 83.84 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $210k | 2.5k | 83.31 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $205k | 2.4k | 85.06 |
|
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.0 | $202k | NEW | 8.7k | 23.21 |
|
| Fulton Financial (FULT) | 0.0 | $199k | 12k | 16.63 |
|
|
| Cummins (CMI) | 0.0 | $195k | 814.00 | 239.57 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $194k | 1.6k | 121.93 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $189k | 606.00 | 311.90 |
|
|
| Arista Networks (ANET) | 0.0 | $189k | 802.00 | 235.51 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $188k | -7% | 746.00 | 252.22 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $188k | 2.0k | 93.09 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $184k | 235.00 | 784.26 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $182k | +3% | 1.1k | 170.46 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $180k | 1.2k | 147.24 |
|
|
| TowneBank (TOWN) | 0.0 | $180k | 6.0k | 30.01 |
|
|
| Match Group (MTCH) | 0.0 | $179k | +231% | 4.9k | 36.50 |
|
| Sandy Spring Ban (SASR) | 0.0 | $170k | +263% | 6.2k | 27.24 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $167k | 2.2k | 75.35 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $166k | 405.00 | 409.55 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $162k | 1.5k | 108.24 |
|
|
| General Electric Com New (GE) | 0.0 | $161k | -17% | 1.3k | 127.70 |
|
| United Bankshares (UBSI) | 0.0 | $158k | -30% | 4.2k | 37.92 |
|
| Metropcs Communications (TMUS) | 0.0 | $157k | +4% | 980.00 | 160.33 |
|
| Verizon Communications (VZ) | 0.0 | $152k | 4.0k | 37.70 |
|
|
| Public Storage (PSA) | 0.0 | $152k | 499.00 | 305.00 |
|
|
| Capital One Financial (COF) | 0.0 | $150k | 1.1k | 131.12 |
|
|
| Illumina (ILMN) | 0.0 | $150k | +426% | 1.1k | 139.24 |
|
| 3M Company (MMM) | 0.0 | $149k | -16% | 1.4k | 109.32 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $148k | 3.2k | 46.63 |
|
|
| L3harris Technologies (LHX) | 0.0 | $148k | -48% | 703.00 | 210.62 |
|
| American Water Works (AWK) | 0.0 | $146k | 1.1k | 131.99 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $145k | +5% | 1.5k | 99.19 |
|
| Tyler Technologies (TYL) | 0.0 | $145k | NEW | 346.00 | 418.12 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $145k | 2.4k | 61.53 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $142k | -7% | 1.9k | 76.13 |
|
| Global X Fds Emerging Mkt Grt (EMC) | 0.0 | $140k | 5.5k | 25.63 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $140k | 1.1k | 126.60 |
|
|
| McKesson Corporation (MCK) | 0.0 | $137k | 295.00 | 463.60 |
|
|
| Cooper Cos Com New | 0.0 | $137k | 361.00 | 378.44 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $136k | 2.4k | 56.14 |
|
|
| Booking Holdings (BKNG) | 0.0 | $131k | -22% | 37.00 | 3547.24 |
|
| EastGroup Properties (EGP) | 0.0 | $131k | -55% | 714.00 | 183.54 |
|
| Vail Resorts (MTN) | 0.0 | $131k | NEW | 610.00 | 214.60 |
|
| Watsco, Incorporated (WSO) | 0.0 | $131k | 305.00 | 428.47 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $127k | 250.00 | 509.27 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $126k | +5% | 373.00 | 337.36 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $125k | 308.00 | 406.89 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $125k | +6% | 1.8k | 70.35 |
|
| Snowflake Cl A (SNOW) | 0.0 | $122k | +4285% | 614.00 | 199.00 |
|
| General Mills (GIS) | 0.0 | $122k | -30% | 1.9k | 65.12 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $120k | 2.3k | 52.05 |
|
|
| Phillips 66 (PSX) | 0.0 | $120k | 904.00 | 133.14 |
|
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.0 | $120k | -3% | 4.4k | 27.42 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $119k | 1.8k | 66.27 |
|
|
| Linde SHS (LIN) | 0.0 | $119k | 290.00 | 410.71 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $118k | NEW | 134.00 | 878.29 |
|
| Fiserv (FI) | 0.0 | $117k | 882.00 | 132.84 |
|
|
| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.0 | $117k | NEW | 5.0k | 23.30 |
|
| Progressive Corporation (PGR) | 0.0 | $116k | +5% | 731.00 | 159.28 |
|
| Altria (MO) | 0.0 | $116k | 2.8k | 41.19 |
|
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.0 | $116k | NEW | 5.0k | 23.10 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $115k | NEW | 5.0k | 22.92 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $114k | 913.00 | 125.14 |
|
|
| Atlantic Union B (AUB) | 0.0 | $113k | 3.1k | 36.54 |
|
|
| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.0 | $113k | 4.3k | 26.03 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $113k | +1282% | 1.8k | 62.60 |
|
| Carrier Global Corporation (CARR) | 0.0 | $112k | -23% | 2.0k | 57.58 |
|
| Cadence Design Systems (CDNS) | 0.0 | $112k | NEW | 412.00 | 272.37 |
|
| CBOE Holdings (CBOE) | 0.0 | $111k | 622.00 | 178.56 |
|
|
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $111k | NEW | 5.0k | 22.21 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $111k | -15% | 2.4k | 45.71 |
|
| Valero Energy Corporation (VLO) | 0.0 | $111k | 853.00 | 130.00 |
|
|
| T. Rowe Price (TROW) | 0.0 | $111k | 1.0k | 107.69 |
|
|
| Jabil Circuit (JBL) | 0.0 | $109k | NEW | 858.00 | 127.40 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $109k | 1.1k | 100.97 |
|
Past Filings by Evermay Wealth Management
SEC 13F filings are viewable for Evermay Wealth Management going back to 2013
- Evermay Wealth Management 2023 Q4 filed Feb. 12, 2024
- Evermay Wealth Management 2023 Q3 filed Nov. 14, 2023
- Evermay Wealth Management 2023 Q2 filed Aug. 10, 2023
- Evermay Wealth Management 2023 Q1 filed May 15, 2023
- Evermay Wealth Management 2022 Q4 filed Jan. 19, 2023
- Evermay Wealth Management 2022 Q3 filed Nov. 14, 2022
- Evermay Wealth Management 2022 Q2 filed Aug. 15, 2022
- Evermay Wealth Management 2022 Q1 filed May 16, 2022
- Evermay Wealth Management 2021 Q4 filed Feb. 14, 2022
- Evermay Wealth Management 2021 Q3 filed Nov. 12, 2021
- Evermay Wealth Management 2021 Q3 restated filed Nov. 12, 2021
- Evermay Wealth Management 2021 Q2 filed Aug. 13, 2021
- Evermay Wealth Management 2021 Q1 filed May 10, 2021
- Evermay Wealth Management 2020 Q4 filed Feb. 16, 2021
- Evermay Wealth Management 2020 Q3 filed Nov. 5, 2020
- Evermay Wealth Management 2020 Q2 filed July 20, 2020