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, SPY, IVV, and represent 47.49% of Evermay Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPMD, SPSM, SPLG, AVGO, XSOE, SCHO, PSEP, PANW, Ab Active Etfs, EW.
- Started 34 new stock positions in Ab Active Etfs, SCZ, HPQ, Innovator Etfs Trust, EFV, Te Connectivity, PSEP, DYNF, TM, EMXC.
- Reduced shares in these 10 stocks: SGOV (-$20M), VTIP (-$5.8M), AGG, SCHX, IJH, VOO, FVCB, VBR, VHT, IVV.
- Sold out of its positions in ALGN, AAL, AHT, TEAM, BTCS, KMX, CARS, CHWY, COP, DKNG.
- Evermay Wealth Management was a net seller of stock by $-37M.
- Evermay Wealth Management has $622M in assets under management (AUM), dropping by -0.22%.
- Central Index Key (CIK): 0001066816
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Portfolio Holdings for Evermay Wealth Management
Evermay Wealth Management holds 588 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Evermay Wealth Management has 588 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evermay Wealth Management Sept. 30, 2024 positions
- Download the Evermay Wealth Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 18.7 | $116M | 1.7M | 67.85 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.7 | $73M | 138k | 529.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.1 | $44M | -3% | 709k | 62.32 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.3 | $33M | 57k | 575.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $29M | -2% | 51k | 576.82 |
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| Apple (AAPL) | 2.2 | $14M | 60k | 233.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $12M | -3% | 106k | 116.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $12M | -2% | 91k | 128.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $12M | -4% | 41k | 283.66 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.6 | $10M | +6% | 307k | 33.03 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.5 | $9.2M | +36% | 202k | 45.51 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.4 | $8.4M | 32k | 263.83 |
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| Amazon (AMZN) | 1.3 | $8.3M | 45k | 186.33 |
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| Microsoft Corporation (MSFT) | 1.3 | $8.0M | 19k | 430.31 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.2 | $7.7M | +63% | 141k | 54.68 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.1 | $6.7M | +48% | 99k | 67.51 |
|
| John Marshall Ban (JMSB) | 1.1 | $6.6M | 334k | 19.78 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $6.3M | -4% | 106k | 59.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $6.1M | 37k | 165.85 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $5.5M | -78% | 55k | 100.72 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.9M | -5% | 59k | 83.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $4.3M | -3% | 21k | 210.86 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.7 | $4.2M | -4% | 139k | 30.23 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $4.0M | -14% | 18k | 220.89 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.6M | 7.8k | 460.26 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.6M | 4.0k | 885.94 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $3.5M | 71k | 49.70 |
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| Danaher Corporation (DHR) | 0.5 | $3.1M | -2% | 11k | 278.27 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.5 | $3.0M | -5% | 72k | 41.32 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $3.0M | 16k | 189.80 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $3.0M | 7.7k | 383.93 |
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| Home Depot (HD) | 0.5 | $2.9M | 7.2k | 405.20 |
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| Meta Platforms Cl A (META) | 0.5 | $2.9M | 5.0k | 572.44 |
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| Visa Com Cl A (V) | 0.5 | $2.8M | -3% | 10k | 274.95 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.4 | $2.8M | 42k | 65.91 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.6M | -2% | 11k | 237.67 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.5M | 48k | 52.81 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.5M | +2% | 21k | 121.45 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $2.3M | -58% | 22k | 101.27 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.1M | 12k | 174.57 |
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| Merck & Co (MRK) | 0.3 | $2.1M | -2% | 18k | 114.13 |
|
| Nextera Energy (NEE) | 0.3 | $2.0M | -4% | 24k | 84.53 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $2.0M | +26% | 41k | 48.98 |
|
| Pepsi (PEP) | 0.3 | $1.9M | 11k | 170.05 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | 2.1k | 886.63 |
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| McDonald's Corporation (MCD) | 0.3 | $1.8M | -7% | 5.9k | 304.51 |
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| Brown & Brown (BRO) | 0.3 | $1.8M | 17k | 103.60 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.8M | -6% | 37k | 47.85 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $1.6M | 41k | 39.82 |
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| Martin Marietta Materials (MLM) | 0.3 | $1.6M | 3.0k | 538.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.6M | 4.3k | 375.39 |
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| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.3 | $1.6M | -8% | 24k | 65.75 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $1.6M | +2% | 49k | 31.78 |
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| Broadcom (AVGO) | 0.2 | $1.5M | +924% | 8.8k | 172.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.5M | -2% | 8.4k | 179.16 |
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| Abbvie (ABBV) | 0.2 | $1.5M | 7.5k | 197.48 |
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| UnitedHealth (UNH) | 0.2 | $1.5M | 2.5k | 584.60 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.5M | 35k | 41.12 |
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| Ishares Msci Gbl Etf New (PICK) | 0.2 | $1.4M | -6% | 33k | 43.21 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.4M | -10% | 8.5k | 162.05 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.4M | -41% | 6.8k | 200.77 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | -3% | 12k | 117.22 |
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| Yum! Brands (YUM) | 0.2 | $1.4M | 9.7k | 139.71 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 11k | 121.16 |
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| Moody's Corporation (MCO) | 0.2 | $1.3M | 2.7k | 474.59 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.3M | 19k | 66.52 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | -5% | 7.3k | 173.21 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.3M | 11k | 115.30 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $1.2M | -3% | 13k | 95.49 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $1.2M | 11k | 111.88 |
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| Stryker Corporation (SYK) | 0.2 | $1.2M | -3% | 3.2k | 361.75 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.2M | -8% | 20k | 57.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | 6.9k | 167.19 |
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| Norfolk Southern (NSC) | 0.2 | $1.1M | 4.6k | 248.50 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $1.1M | -5% | 4.9k | 223.48 |
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| American Express Company (AXP) | 0.2 | $1.1M | 4.0k | 271.20 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $1.1M | -7% | 2.0k | 528.07 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $1.1M | -6% | 30k | 35.94 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $1.0M | 36k | 28.41 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.0M | -10% | 3.1k | 331.44 |
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| TJX Companies (TJX) | 0.2 | $990k | 8.4k | 117.54 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $947k | 19k | 48.81 |
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| D.R. Horton (DHI) | 0.2 | $947k | 5.0k | 190.77 |
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| Broadstone Net Lease (BNL) | 0.2 | $937k | 49k | 19.04 |
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| Synopsys (SNPS) | 0.1 | $899k | +23% | 1.8k | 506.39 |
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| Oracle Corporation (ORCL) | 0.1 | $898k | +15% | 5.3k | 170.40 |
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| Cisco Systems (CSCO) | 0.1 | $860k | -13% | 16k | 53.22 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $848k | -10% | 24k | 35.24 |
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| Amgen (AMGN) | 0.1 | $842k | 2.6k | 322.21 |
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| Marriott Intl Cl A (MAR) | 0.1 | $840k | +5% | 3.4k | 248.60 |
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| Applied Materials (AMAT) | 0.1 | $837k | +2% | 4.1k | 202.03 |
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| Palo Alto Networks (PANW) | 0.1 | $833k | +41% | 2.4k | 341.80 |
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| Anthem (ELV) | 0.1 | $821k | 1.6k | 520.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $816k | 2.3k | 353.48 |
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| Automatic Data Processing (ADP) | 0.1 | $815k | +4% | 2.9k | 277.80 |
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| Air Products & Chemicals (APD) | 0.1 | $800k | +2% | 2.7k | 297.74 |
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| Intercontinental Exchange (ICE) | 0.1 | $795k | +2% | 4.9k | 160.64 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $789k | -3% | 3.0k | 267.35 |
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| Kinder Morgan (KMI) | 0.1 | $788k | +3% | 36k | 22.09 |
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| United Rentals (URI) | 0.1 | $768k | -15% | 948.00 | 809.73 |
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| salesforce (CRM) | 0.1 | $743k | -2% | 2.7k | 273.96 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $722k | 14k | 51.50 |
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| Enterprise Products Partners (EPD) | 0.1 | $717k | -4% | 25k | 29.11 |
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| Servicenow (NOW) | 0.1 | $708k | +29% | 791.00 | 894.39 |
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| Roper Industries (ROP) | 0.1 | $684k | +3% | 1.2k | 556.44 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $677k | 5.0k | 135.07 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $675k | +11% | 12k | 57.62 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $674k | 1.2k | 584.35 |
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| Caterpillar (CAT) | 0.1 | $666k | 1.7k | 391.08 |
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| Chevron Corporation (CVX) | 0.1 | $663k | -3% | 4.5k | 147.28 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $638k | 7.7k | 83.09 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $632k | 1.3k | 493.80 |
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| Coca-Cola Company (KO) | 0.1 | $602k | -5% | 8.3k | 72.23 |
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| Rockwell Automation (ROK) | 0.1 | $602k | -18% | 2.2k | 268.46 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $587k | 14k | 41.77 |
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| Netflix (NFLX) | 0.1 | $555k | +6% | 783.00 | 709.27 |
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| Pfizer (PFE) | 0.1 | $547k | -8% | 19k | 28.94 |
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| Honeywell International (HON) | 0.1 | $539k | -12% | 2.6k | 206.71 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $532k | -15% | 1.0k | 517.78 |
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| Lowe's Companies (LOW) | 0.1 | $532k | 2.0k | 270.85 |
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| Kinsale Cap Group (KNSL) | 0.1 | $523k | -35% | 1.1k | 465.57 |
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| Wal-Mart Stores (WMT) | 0.1 | $511k | -3% | 6.3k | 80.75 |
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| Union Pacific Corporation (UNP) | 0.1 | $510k | +4% | 2.1k | 246.48 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $505k | -2% | 2.8k | 182.45 |
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| Wells Fargo & Company (WFC) | 0.1 | $492k | 8.7k | 56.49 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $487k | 5.3k | 91.31 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $480k | 775.00 | 618.85 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $474k | -3% | 2.8k | 166.82 |
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| Chubb (CB) | 0.1 | $474k | +3% | 1.6k | 288.87 |
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| Trex Company (TREX) | 0.1 | $471k | 7.1k | 66.58 |
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| Amphenol Corp Cl A (APH) | 0.1 | $459k | +5% | 7.0k | 65.27 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $456k | +2% | 7.3k | 62.69 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $452k | 16k | 29.18 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $442k | -5% | 6.0k | 73.97 |
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| Vulcan Materials Company (VMC) | 0.1 | $423k | -5% | 1.7k | 250.43 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $404k | -32% | 1.2k | 345.19 |
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| Tesla Motors (TSLA) | 0.1 | $403k | -43% | 1.5k | 261.63 |
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| Travelers Companies (TRV) | 0.1 | $403k | -2% | 1.7k | 234.12 |
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| Abbott Laboratories (ABT) | 0.1 | $399k | 3.5k | 114.01 |
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| Colgate-Palmolive Company (CL) | 0.1 | $398k | -2% | 3.8k | 103.81 |
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| General Dynamics Corporation (GD) | 0.1 | $377k | 1.2k | 302.20 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $365k | 861.00 | 423.77 |
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| United Parcel Service CL B (UPS) | 0.1 | $365k | -35% | 2.7k | 136.34 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $358k | +4% | 1.8k | 197.17 |
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| BlackRock (BLK) | 0.1 | $355k | -11% | 374.00 | 949.51 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $354k | 2.3k | 153.13 |
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| Bank of America Corporation (BAC) | 0.1 | $346k | -2% | 8.7k | 39.68 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $334k | 3.8k | 88.14 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $329k | NEW | 8.5k | 38.53 |
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| Ge Aerospace Com New (GE) | 0.1 | $327k | -13% | 1.7k | 188.76 |
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| Ecolab (ECL) | 0.1 | $326k | 1.3k | 255.87 |
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| Illinois Tool Works (ITW) | 0.1 | $324k | +17% | 1.2k | 262.95 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $321k | -4% | 4.9k | 64.81 |
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| Microchip Technology (MCHP) | 0.1 | $320k | -3% | 4.0k | 80.29 |
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| Emerson Electric (EMR) | 0.1 | $319k | -9% | 2.9k | 109.37 |
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| Motorola Solutions Com New (MSI) | 0.1 | $312k | 693.00 | 450.54 |
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| Fastenal Company (FAST) | 0.0 | $310k | -30% | 4.3k | 71.42 |
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| CSX Corporation (CSX) | 0.0 | $309k | 9.0k | 34.53 |
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| Target Corporation (TGT) | 0.0 | $289k | -12% | 1.9k | 155.86 |
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| Proshares Tr Large Cap Cre (CSM) | 0.0 | $287k | 4.4k | 65.54 |
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| Vanguard World Materials Etf (VAW) | 0.0 | $287k | 1.4k | 212.31 |
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| Bristol Myers Squibb (BMY) | 0.0 | $285k | -35% | 5.5k | 51.74 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $284k | +3% | 5.2k | 54.85 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $284k | 1.7k | 162.91 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $277k | +14% | 438.00 | 631.82 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $274k | 2.6k | 104.18 |
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| Arista Networks (ANET) | 0.0 | $273k | -11% | 712.00 | 383.82 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $272k | -73% | 964.00 | 282.24 |
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| Verisk Analytics (VRSK) | 0.0 | $267k | 995.00 | 267.96 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $264k | 1.7k | 155.22 |
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| Jacobs Engineering Group (J) | 0.0 | $259k | -2% | 2.0k | 130.90 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $257k | 2.3k | 111.95 |
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| MercadoLibre (MELI) | 0.0 | $257k | -32% | 125.00 | 2051.96 |
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| Truist Financial Corp equities (TFC) | 0.0 | $255k | 6.0k | 42.77 |
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| Cbre Group Cl A (CBRE) | 0.0 | $251k | 2.0k | 124.48 |
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| American Tower Reit (AMT) | 0.0 | $250k | -8% | 1.1k | 232.56 |
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| Fortive (FTV) | 0.0 | $248k | 3.1k | 78.93 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $248k | +13% | 1.4k | 179.30 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $248k | 14k | 17.29 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $246k | 2.4k | 101.65 |
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| Leidos Holdings (LDOS) | 0.0 | $239k | -2% | 1.5k | 163.00 |
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| Cummins (CMI) | 0.0 | $239k | 737.00 | 323.79 |
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| Linde SHS (LIN) | 0.0 | $238k | +74% | 500.00 | 476.86 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $234k | 2.7k | 87.80 |
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| Sherwin-Williams Company (SHW) | 0.0 | $231k | 604.00 | 381.67 |
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| Nike CL B (NKE) | 0.0 | $224k | -2% | 2.5k | 88.68 |
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| Edwards Lifesciences (EW) | 0.0 | $223k | +351% | 3.4k | 65.99 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $218k | 2.5k | 86.82 |
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| Fulton Financial (FULT) | 0.0 | $217k | 12k | 18.13 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $217k | -54% | 1.3k | 167.70 |
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| International Business Machines (IBM) | 0.0 | $216k | -29% | 976.00 | 221.07 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $213k | -2% | 1.0k | 206.57 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $212k | 746.00 | 284.00 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $210k | +32% | 427.00 | 491.27 |
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| L3harris Technologies (LHX) | 0.0 | $210k | 881.00 | 237.87 |
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| Walt Disney Company (DIS) | 0.0 | $209k | -44% | 2.2k | 96.20 |
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| Tyler Technologies (TYL) | 0.0 | $202k | 346.00 | 583.72 |
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| Metropcs Communications (TMUS) | 0.0 | $200k | +2% | 971.00 | 206.36 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $195k | -51% | 801.00 | 243.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $195k | -3% | 399.00 | 488.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $191k | +22% | 2.0k | 95.74 |
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| Lam Research Corporation (LRCX) | 0.0 | $191k | 234.00 | 817.22 |
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| Zimmer Holdings (ZBH) | 0.0 | $190k | 1.8k | 108.18 |
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| Ab Active Etfs Intl Low Volatlt | 0.0 | $190k | NEW | 5.2k | 36.61 |
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $189k | 30k | 6.29 |
|
|
| Match Group (MTCH) | 0.0 | $187k | -2% | 4.9k | 37.84 |
|
| Booking Holdings (BKNG) | 0.0 | $185k | -25% | 44.00 | 4212.14 |
|
| Progressive Corporation (PGR) | 0.0 | $174k | +17% | 685.00 | 253.76 |
|
| S&p Global (SPGI) | 0.0 | $173k | 335.00 | 516.62 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $171k | -6% | 3.2k | 52.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $169k | 2.2k | 78.05 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $169k | 2.4k | 71.71 |
|
|
| Public Storage (PSA) | 0.0 | $167k | -6% | 460.00 | 363.87 |
|
| TowneBank (TOWN) | 0.0 | $167k | 5.0k | 33.31 |
|
|
| Medtronic SHS (MDT) | 0.0 | $164k | -42% | 1.8k | 90.65 |
|
| American Water Works (AWK) | 0.0 | $161k | 1.1k | 146.24 |
|
|
| Masco Corporation (MAS) | 0.0 | $161k | -18% | 1.9k | 83.94 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $160k | 659.00 | 243.06 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $159k | +22% | 1.9k | 82.30 |
|
| Cooper Cos (COO) | 0.0 | $159k | 1.4k | 110.34 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $158k | 1.5k | 108.18 |
|
|
| Verizon Communications (VZ) | 0.0 | $157k | -2% | 3.5k | 44.91 |
|
| United Bankshares (UBSI) | 0.0 | $156k | 4.2k | 37.47 |
|
|
| Fiserv (FI) | 0.0 | $154k | 859.00 | 179.65 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $153k | -11% | 2.4k | 63.00 |
|
| 3M Company (MMM) | 0.0 | $150k | 1.1k | 136.70 |
|
|
| T. Rowe Price (TROW) | 0.0 | $146k | -24% | 1.3k | 108.93 |
|
| McKesson Corporation (MCK) | 0.0 | $146k | 294.00 | 495.13 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $145k | -3% | 295.00 | 491.88 |
|
| Carrier Global Corporation (CARR) | 0.0 | $144k | -7% | 1.8k | 80.49 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $143k | 250.00 | 571.31 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $141k | 943.00 | 149.64 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $140k | 133.00 | 1051.24 |
|
|
| First Virginia Community Bank (FVCB) | 0.0 | $139k | -88% | 11k | 13.05 |
|
| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.0 | $136k | 4.3k | 31.38 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $135k | 1.2k | 115.02 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $134k | 373.00 | 358.35 |
|
|
| EastGroup Properties (EGP) | 0.0 | $133k | 714.00 | 186.82 |
|
|
| General Mills (GIS) | 0.0 | $132k | -3% | 1.8k | 73.83 |
|
| Capital One Financial (COF) | 0.0 | $132k | -15% | 880.00 | 149.73 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $129k | 1.8k | 71.86 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $127k | 622.00 | 204.87 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $127k | 913.00 | 139.49 |
|
|
| Gladstone Commercial Corporation (GOOD) | 0.0 | $125k | 7.7k | 16.24 |
|
|
| Philip Morris International (PM) | 0.0 | $122k | 998.00 | 122.34 |
|
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.0 | $122k | -2% | 4.0k | 30.50 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $122k | -17% | 1.4k | 84.53 |
|
| Clorox Company (CLX) | 0.0 | $121k | 745.00 | 162.85 |
|
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $121k | NEW | 1.7k | 71.64 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $121k | 3.6k | 33.60 |
|
Past Filings by Evermay Wealth Management
SEC 13F filings are viewable for Evermay Wealth Management going back to 2013
- 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
- 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