Evermay Wealth Management
Latest statistics and disclosures from Evermay Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTI, SCHX, SPTS, VOO, IJH, and represent 50.41% of Evermay Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPTI (+$5.1M), SPTS, IEMG, DFAI, SPMD, SGOV, NFLX, MNST, NOW, SPYM.
- Started 35 new stock positions in PDEC, SOLS, VV, Q, RSPT, BAM, GIL, MNST, IYZ, FCX.
- Reduced shares in these 10 stocks: XSOE, AMZN, VOO, SCHX, IVV, IJH, JEPI, IDV, GDX, UNH.
- Sold out of its positions in AFL, AA, AIG, CVU, CGC, GTLS, DDOG, DOV, EME, EXPD.
- Evermay Wealth Management was a net buyer of stock by $2.9M.
- Evermay Wealth Management has $891M in assets under management (AUM), dropping by 1.91%.
- Central Index Key (CIK): 0001066816
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Portfolio Holdings for Evermay Wealth Management
Evermay Wealth Management holds 571 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Evermay Wealth Management has 571 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evermay Wealth Management Dec. 31, 2025 positions
- Download the Evermay Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPTI) | 15.0 | $134M | +3% | 4.6M | 28.84 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 13.4 | $119M | 4.4M | 26.91 |
|
|
| Spdr Series Trust State Street Spd (SPTS) | 8.9 | $80M | +5% | 2.7M | 29.28 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.5 | $76M | 121k | 627.13 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.5 | $40M | 613k | 66.00 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $37M | 54k | 683.80 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $27M | -3% | 40k | 684.94 |
|
| Spdr Series Trust State Street Spd (SPYM) | 2.2 | $20M | +2% | 248k | 80.22 |
|
| Spdr Series Trust State Street Spd (SPMD) | 2.0 | $18M | +6% | 307k | 57.91 |
|
| Apple (AAPL) | 1.7 | $16M | 57k | 271.86 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 1.6 | $14M | +3% | 306k | 46.86 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.6 | $14M | +12% | 367k | 38.11 |
|
| Ishares Core Msci Emkt (IEMG) | 1.5 | $13M | +30% | 197k | 67.22 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $12M | -2% | 83k | 143.52 |
|
| Amazon (AMZN) | 1.3 | $12M | -13% | 51k | 230.82 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $11M | -2% | 34k | 335.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $11M | 93k | 120.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $11M | -2% | 34k | 313.00 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $9.2M | 32k | 290.22 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $8.3M | -2% | 17k | 483.63 |
|
| John Marshall Ban (JMSB) | 0.8 | $7.0M | 348k | 19.99 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.9M | -2% | 18k | 322.23 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.6 | $5.2M | -31% | 134k | 39.02 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $5.0M | +27% | 50k | 100.38 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $4.3M | -14% | 76k | 57.58 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.1M | 3.8k | 1074.68 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $4.0M | 21k | 186.50 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.8M | +3% | 7.7k | 487.86 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.6M | -3% | 15k | 246.16 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $3.6M | -14% | 91k | 39.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.5M | -4% | 6.9k | 502.65 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $3.3M | 13k | 257.95 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $3.0M | -5% | 4.6k | 660.09 |
|
| Visa Com Cl A (V) | 0.3 | $3.0M | 8.5k | 350.72 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.0M | 14k | 210.34 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $2.8M | -8% | 59k | 47.02 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $2.7M | -17% | 31k | 85.77 |
|
| Broadcom (AVGO) | 0.3 | $2.6M | -2% | 7.6k | 346.10 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.3 | $2.6M | -11% | 60k | 42.99 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.4M | 38k | 62.47 |
|
|
| Home Depot (HD) | 0.3 | $2.3M | 6.6k | 344.10 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.3M | -11% | 24k | 96.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.2M | 7.0k | 313.80 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.2M | -2% | 12k | 190.99 |
|
| Danaher Corporation (DHR) | 0.2 | $2.2M | -9% | 9.5k | 229.22 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $2.0M | -6% | 31k | 64.42 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.0M | 4.2k | 473.31 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.9M | 11k | 183.40 |
|
|
| Martin Marietta Materials (MLM) | 0.2 | $1.9M | 3.0k | 622.66 |
|
|
| Caterpillar (CAT) | 0.2 | $1.8M | +29% | 3.2k | 572.94 |
|
| Nextera Energy (NEE) | 0.2 | $1.8M | 22k | 80.28 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $1.6M | -4% | 5.1k | 305.65 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.5M | -2% | 63k | 24.04 |
|
| American Express Company (AXP) | 0.2 | $1.5M | 4.0k | 369.95 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $1.5M | -6% | 1.7k | 862.47 |
|
| Merck & Co (MRK) | 0.2 | $1.5M | -8% | 14k | 105.93 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $1.5M | 38k | 39.12 |
|
|
| Abbvie (ABBV) | 0.2 | $1.5M | 6.4k | 228.50 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | 27k | 53.76 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $1.4M | -19% | 13k | 113.78 |
|
| Moody's Corporation (MCO) | 0.2 | $1.4M | 2.7k | 510.85 |
|
|
| Mccormick & Co Com Vtg (MKC.V) | 0.2 | $1.4M | 20k | 68.49 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.4M | 17k | 81.17 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | -2% | 11k | 120.34 |
|
| Brown & Brown (BRO) | 0.1 | $1.3M | 17k | 79.70 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.3M | 2.3k | 570.21 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.3M | 6.8k | 191.56 |
|
|
| Yum! Brands (YUM) | 0.1 | $1.3M | -5% | 8.5k | 151.28 |
|
| TJX Companies (TJX) | 0.1 | $1.3M | 8.4k | 153.61 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.3M | 9.3k | 135.28 |
|
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $1.3M | 5.2k | 242.76 |
|
|
| Pepsi (PEP) | 0.1 | $1.2M | -12% | 8.4k | 144.74 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $1.2M | 30k | 39.59 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $1.2M | 5.7k | 206.96 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.2M | 48k | 24.37 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | +4% | 3.2k | 351.98 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.1M | +4% | 6.1k | 184.20 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | 3.6k | 310.24 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | -5% | 7.7k | 143.31 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | -10% | 9.2k | 117.21 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.0M | -2% | 5.3k | 194.90 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.0M | -12% | 39k | 26.23 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $1.0M | 11k | 95.92 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.0M | +10% | 3.3k | 308.20 |
|
| Cisco Systems (CSCO) | 0.1 | $1.0M | 13k | 77.03 |
|
|
| Norfolk Southern (NSC) | 0.1 | $1.0M | 3.5k | 288.72 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $995k | 1.7k | 570.88 |
|
|
| Netflix (NFLX) | 0.1 | $994k | +989% | 11k | 93.76 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $947k | -13% | 9.2k | 102.54 |
|
| salesforce (CRM) | 0.1 | $929k | +30% | 3.5k | 265.14 |
|
| Kinder Morgan (KMI) | 0.1 | $861k | 31k | 27.49 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $845k | 9.1k | 93.20 |
|
|
| Amgen (AMGN) | 0.1 | $836k | -14% | 2.6k | 327.33 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $835k | -2% | 2.8k | 302.07 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $827k | -12% | 3.3k | 250.88 |
|
| Atlantic Union B (AUB) | 0.1 | $820k | +70% | 23k | 35.30 |
|
| Intercontinental Exchange (ICE) | 0.1 | $816k | 5.0k | 161.96 |
|
|
| Broadstone Net Lease (BNL) | 0.1 | $793k | 46k | 17.42 |
|
|
| Tesla Motors (TSLA) | 0.1 | $792k | 1.8k | 449.72 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $789k | 25k | 32.06 |
|
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| Applied Materials (AMAT) | 0.1 | $768k | 3.0k | 256.95 |
|
|
| Servicenow (NOW) | 0.1 | $758k | +456% | 4.9k | 153.19 |
|
| International Business Machines (IBM) | 0.1 | $746k | +2% | 2.5k | 296.21 |
|
| United Rentals (URI) | 0.1 | $743k | 918.00 | 809.32 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $736k | 25k | 30.07 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $732k | 2.8k | 258.47 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $708k | 28k | 25.08 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $696k | NEW | 9.1k | 76.67 |
|
| Chevron Corporation (CVX) | 0.1 | $664k | 4.4k | 152.42 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $660k | 4.7k | 141.14 |
|
|
| Rockwell Automation (ROK) | 0.1 | $648k | -3% | 1.7k | 389.07 |
|
| D.R. Horton (DHI) | 0.1 | $644k | -2% | 4.5k | 144.03 |
|
| Eaton Corp SHS (ETN) | 0.1 | $615k | 1.9k | 318.51 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $612k | 3.6k | 171.35 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $610k | -3% | 2.9k | 211.80 |
|
| Wal-Mart Stores (WMT) | 0.1 | $586k | -8% | 5.3k | 111.41 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $551k | -2% | 2.6k | 209.12 |
|
| Air Products & Chemicals (APD) | 0.1 | $548k | 2.2k | 247.02 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $525k | 1.1k | 483.48 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $511k | 2.8k | 181.21 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $508k | 18k | 28.48 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $502k | 5.3k | 94.16 |
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| Chubb (CB) | 0.1 | $495k | 1.6k | 312.74 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $485k | 15k | 32.75 |
|
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| Vulcan Materials Company (VMC) | 0.1 | $482k | 1.7k | 285.22 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $479k | 6.9k | 69.42 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $474k | -5% | 1.8k | 268.30 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $470k | 535.00 | 878.96 |
|
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| Coca-Cola Company (KO) | 0.1 | $470k | -2% | 6.7k | 69.91 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $461k | -6% | 4.6k | 99.92 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $460k | 1.3k | 349.99 |
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| Bank of America Corporation (BAC) | 0.1 | $448k | 8.1k | 55.00 |
|
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| Cadence Design Systems (CDNS) | 0.0 | $442k | +167% | 1.4k | 312.58 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $441k | +6% | 779.00 | 566.36 |
|
| Abbott Laboratories (ABT) | 0.0 | $426k | -2% | 3.4k | 125.29 |
|
| Anthem (ELV) | 0.0 | $426k | -5% | 1.2k | 350.55 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $423k | -3% | 1.1k | 391.12 |
|
| Travelers Companies (TRV) | 0.0 | $419k | 1.4k | 290.06 |
|
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| Synopsys (SNPS) | 0.0 | $399k | -44% | 850.00 | 469.72 |
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| General Dynamics Corporation (GD) | 0.0 | $397k | 1.2k | 336.66 |
|
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| Arista Networks Com Shs (ANET) | 0.0 | $373k | 2.8k | 131.03 |
|
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $371k | +6027% | 6.2k | 59.93 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $366k | 761.00 | 481.19 |
|
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $366k | 8.4k | 43.72 |
|
|
| Blackrock (BLK) | 0.0 | $366k | 342.00 | 1070.34 |
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| Dominion Resources (D) | 0.0 | $366k | 6.2k | 58.59 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $364k | 3.8k | 96.27 |
|
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| Union Pacific Corporation (UNP) | 0.0 | $350k | -17% | 1.5k | 231.32 |
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| Fastenal Company (FAST) | 0.0 | $349k | 8.7k | 40.13 |
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| Proshares Tr Large Cap Cre (CSM) | 0.0 | $346k | 4.3k | 79.68 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $344k | -14% | 12k | 29.89 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $343k | -8% | 591.00 | 579.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $341k | -4% | 2.2k | 154.14 |
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| Ecolab (ECL) | 0.0 | $336k | 1.3k | 263.21 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $335k | -2% | 10k | 32.62 |
|
| UnitedHealth (UNH) | 0.0 | $335k | -53% | 1.0k | 330.11 |
|
| Ge Vernova (GEV) | 0.0 | $334k | +2% | 511.00 | 653.57 |
|
| Roper Industries (ROP) | 0.0 | $327k | -31% | 735.00 | 445.13 |
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| CSX Corporation (CSX) | 0.0 | $320k | 8.8k | 36.25 |
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| Cbre Group Cl A (CBRE) | 0.0 | $316k | -2% | 2.0k | 160.79 |
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| Metropcs Communications (TMUS) | 0.0 | $310k | -2% | 1.5k | 203.04 |
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| Lowe's Companies (LOW) | 0.0 | $308k | 1.3k | 241.16 |
|
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| Progressive Corporation (PGR) | 0.0 | $305k | +4% | 1.3k | 227.72 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $300k | -4% | 488.00 | 614.31 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $292k | 2.4k | 120.96 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $287k | +2% | 1.4k | 212.07 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $286k | +4% | 5.3k | 54.27 |
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| Truist Financial Corp equities (TFC) | 0.0 | $283k | 5.8k | 49.21 |
|
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| Edwards Lifesciences (EW) | 0.0 | $282k | +4% | 3.3k | 85.25 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $278k | 3.5k | 79.02 |
|
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| Honeywell International (HON) | 0.0 | $275k | -33% | 1.4k | 195.09 |
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| Vanguard World Materials Etf (VAW) | 0.0 | $273k | 1.3k | 207.55 |
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| American Tower Reit (AMT) | 0.0 | $268k | +14% | 1.5k | 177.20 |
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| Bristol Myers Squibb (BMY) | 0.0 | $260k | -31% | 4.8k | 53.94 |
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| Emerson Electric (EMR) | 0.0 | $248k | -9% | 1.9k | 132.72 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $247k | -7% | 643.00 | 384.53 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $243k | 1.2k | 198.62 |
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| McKesson Corporation (MCK) | 0.0 | $241k | 294.00 | 821.11 |
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| MercadoLibre (MELI) | 0.0 | $236k | -2% | 117.00 | 2014.27 |
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| Fulton Financial (FULT) | 0.0 | $234k | 12k | 19.52 |
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| Pfizer (PFE) | 0.0 | $229k | -7% | 9.2k | 24.90 |
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| L3harris Technologies (LHX) | 0.0 | $227k | 774.00 | 293.57 |
|
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $222k | 687.00 | 323.01 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $221k | 2.5k | 89.46 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $220k | -14% | 1.3k | 173.53 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $218k | +6% | 550.00 | 396.31 |
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| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $217k | -4% | 2.4k | 90.97 |
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| Jacobs Engineering Group (J) | 0.0 | $217k | -9% | 1.6k | 132.46 |
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| Leidos Holdings (LDOS) | 0.0 | $216k | 1.2k | 180.40 |
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| Capital One Financial (COF) | 0.0 | $214k | -11% | 883.00 | 242.36 |
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| Trex Company (TREX) | 0.0 | $214k | -5% | 6.1k | 35.08 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $214k | 480.00 | 444.69 |
|
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| Verizon Communications (VZ) | 0.0 | $213k | +9% | 5.2k | 40.73 |
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| Boeing Company (BA) | 0.0 | $212k | 977.00 | 217.12 |
|
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| Walt Disney Company (DIS) | 0.0 | $209k | 1.8k | 114.25 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $209k | 1.8k | 116.09 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $208k | +26% | 1.2k | 177.75 |
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| Verisk Analytics (VRSK) | 0.0 | $208k | 930.00 | 223.69 |
|
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| Cummins (CMI) | 0.0 | $197k | 386.00 | 510.45 |
|
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| Sherwin-Williams Company (SHW) | 0.0 | $196k | 604.00 | 324.03 |
|
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $191k | +95% | 4.3k | 44.71 |
|
| CenterPoint Energy (CNP) | 0.0 | $189k | 4.9k | 38.34 |
|
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| Microchip Technology (MCHP) | 0.0 | $186k | 2.9k | 63.72 |
|
|
| Goldman Sachs (GS) | 0.0 | $182k | 207.00 | 879.00 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $182k | 373.00 | 487.25 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $181k | 3.2k | 56.81 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $178k | 2.2k | 80.81 |
|
|
| Philip Morris International (PM) | 0.0 | $177k | 1.1k | 161.31 |
|
|
| Public Storage (PSA) | 0.0 | $171k | +63% | 659.00 | 259.50 |
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $170k | 30k | 5.65 |
|
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $169k | 2.0k | 84.24 |
|
|
| TowneBank (TOWN) | 0.0 | $168k | 5.0k | 33.64 |
|
|
| First Virginia Community Bank (FVCB) | 0.0 | $168k | 12k | 13.91 |
|
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $165k | 9.5k | 17.41 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $165k | -18% | 1.3k | 123.22 |
|
| United Bankshares (UBSI) | 0.0 | $161k | 4.2k | 38.78 |
|
|
| Tyler Technologies (TYL) | 0.0 | $157k | 346.00 | 453.95 |
|
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.0 | $157k | 3.7k | 42.59 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $156k | 622.00 | 251.00 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $154k | +9% | 624.00 | 246.81 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $154k | -4% | 1.1k | 137.87 |
|
| 3M Company (MMM) | 0.0 | $152k | 950.00 | 160.10 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $151k | 250.00 | 605.46 |
|
|
| Nike CL B (NKE) | 0.0 | $149k | 2.3k | 64.03 |
|
|
| Deere & Company (DE) | 0.0 | $148k | 318.00 | 465.57 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $147k | -18% | 1.5k | 99.91 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $147k | 2.0k | 73.56 |
|
|
| Booking Holdings (BKNG) | 0.0 | $145k | -3% | 27.00 | 5355.33 |
|
| American Water Works (AWK) | 0.0 | $143k | 1.1k | 130.50 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $143k | -70% | 3.9k | 37.00 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $141k | 1.3k | 110.96 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $138k | 850.00 | 162.79 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $138k | +8% | 793.00 | 173.49 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $137k | 1.0k | 136.94 |
|
|
| Dollar Tree (DLTR) | 0.0 | $136k | 1.1k | 123.01 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $129k | 3.9k | 33.02 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $129k | 913.00 | 141.16 |
|
|
| Medtronic SHS (MDT) | 0.0 | $128k | -7% | 1.3k | 96.72 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $125k | 582.00 | 214.69 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $124k | 300.00 | 412.77 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $123k | 3.6k | 34.28 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $122k | -26% | 755.00 | 160.97 |
|
| Wec Energy Group (WEC) | 0.0 | $119k | 1.1k | 105.46 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $118k | 2.7k | 44.41 |
|
|
| AmerisourceBergen (COR) | 0.0 | $118k | 350.00 | 337.75 |
|
|
| Ball Corporation (BALL) | 0.0 | $117k | -14% | 2.2k | 52.97 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $116k | 1.2k | 95.35 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $111k | 3.2k | 34.74 |
|
|
| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.0 | $111k | 3.1k | 35.43 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $111k | +26% | 1.3k | 82.03 |
|
Past Filings by Evermay Wealth Management
SEC 13F filings are viewable for Evermay Wealth Management going back to 2013
- Evermay Wealth Management 2025 Q4 filed Jan. 22, 2026
- Evermay Wealth Management 2025 Q3 filed Nov. 5, 2025
- Evermay Wealth Management 2025 Q2 filed July 30, 2025
- Evermay Wealth Management 2025 Q1 filed May 7, 2025
- Evermay Wealth Management 2024 Q4 filed Jan. 24, 2025
- Evermay Wealth Management 2024 Q3 filed Oct. 25, 2024
- Evermay Wealth Management 2024 Q2 filed Aug. 1, 2024
- Evermay Wealth Management 2024 Q1 filed May 14, 2024
- 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