Evermay Wealth Management
Latest statistics and disclosures from Evermay Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTI, SCHX, VOO, SPTS, IJH, and represent 50.17% of Evermay Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPTI (+$15M), IEMG (+$9.0M), SPTS (+$7.6M), DFAI, SPLG, SPMD, SPSM, JMSB, VWO, IRM.
- Started 7 new stock positions in UNIT, VGIT, Calidi Biotherapeutics, IRM, VGSH, ZOCT, VNOM.
- Reduced shares in these 10 stocks: XSOE (-$8.5M), VOO, SCHX, IJH, VTI, IVV, TSLA, JEPI, AMZN, AAPL.
- Sold out of its positions in AKAM, AAL, SAM, DFEM, FBTC, CLDI, F, QQQM, JKS, SCHH. TDOC, TPL, MSTY, YBIT, Uniti Group Inc Com reit, VXUS, Viper Energy, WIW, CRH.
- Evermay Wealth Management was a net buyer of stock by $14M.
- Evermay Wealth Management has $875M in assets under management (AUM), dropping by 7.63%.
- 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 561 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Evermay Wealth Management has 561 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evermay Wealth Management Sept. 30, 2025 positions
- Download the Evermay Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 14.8 | $129M | +13% | 4.5M | 28.90 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 13.5 | $118M | 4.5M | 26.34 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.6 | $75M | -3% | 123k | 613.93 |
|
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 8.6 | $75M | +11% | 2.6M | 29.32 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.7 | $41M | -3% | 625k | 65.26 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $36M | 54k | 667.91 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $28M | -3% | 41k | 669.30 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 2.2 | $19M | +6% | 242k | 78.34 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 1.9 | $16M | +6% | 287k | 57.19 |
|
| Apple (AAPL) | 1.7 | $15M | -2% | 58k | 254.63 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.6 | $14M | +5% | 295k | 46.32 |
|
| Amazon (AMZN) | 1.5 | $13M | -2% | 59k | 219.57 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $12M | -2% | 85k | 140.95 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.4 | $12M | +45% | 326k | 36.35 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $11M | -10% | 34k | 328.69 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $11M | -2% | 95k | 118.83 |
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $9.9M | +952% | 151k | 65.92 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $9.5M | 32k | 294.63 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $9.1M | 18k | 517.96 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $8.5M | -2% | 35k | 243.10 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.8 | $7.4M | -53% | 195k | 37.94 |
|
| John Marshall Ban (JMSB) | 0.8 | $6.9M | +4% | 348k | 19.82 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.9M | -2% | 19k | 315.43 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $5.1M | -10% | 89k | 57.10 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $4.0M | 39k | 100.70 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $3.9M | 21k | 186.59 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $3.9M | -4% | 106k | 36.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.7M | -2% | 7.3k | 502.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.7M | 15k | 241.96 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.6M | 7.5k | 480.03 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $3.6M | 4.8k | 734.38 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $3.2M | 13k | 254.74 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $2.9M | 64k | 45.80 |
|
|
| Visa Com Cl A (V) | 0.3 | $2.9M | -5% | 8.6k | 341.38 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $2.9M | 38k | 76.40 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $2.9M | -2% | 14k | 203.59 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.8M | 3.7k | 763.00 |
|
|
| Home Depot (HD) | 0.3 | $2.7M | 6.7k | 405.19 |
|
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.3 | $2.6M | 68k | 38.50 |
|
|
| Broadcom (AVGO) | 0.3 | $2.5M | -4% | 7.7k | 329.91 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.5M | 27k | 93.37 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.3M | -10% | 38k | 59.92 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.2M | -3% | 12k | 187.32 |
|
| Danaher Corporation (DHR) | 0.2 | $2.1M | 11k | 198.55 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.0M | 4.2k | 468.42 |
|
|
| Martin Marietta Materials (MLM) | 0.2 | $1.9M | 3.0k | 630.28 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.8M | -3% | 11k | 167.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | 7.0k | 243.55 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 1.8k | 925.76 |
|
|
| Nextera Energy (NEE) | 0.2 | $1.7M | -2% | 22k | 75.49 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.6M | -3% | 5.4k | 303.91 |
|
| Centrus Energy Corp Cl A (LEU) | 0.2 | $1.6M | 5.2k | 310.07 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $1.6M | 16k | 99.03 |
|
|
| Brown & Brown (BRO) | 0.2 | $1.5M | 17k | 93.79 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.5M | 5.5k | 281.23 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.5M | 65k | 23.28 |
|
|
| Abbvie (ABBV) | 0.2 | $1.5M | -2% | 6.4k | 231.55 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | +8% | 27k | 54.18 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $1.5M | 38k | 38.36 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $1.4M | 34k | 42.37 |
|
|
| Northrop Grumman Corporation (NOC) | 0.2 | $1.4M | -3% | 2.3k | 609.32 |
|
| Yum! Brands (YUM) | 0.2 | $1.4M | 9.0k | 152.00 |
|
|
| Pepsi (PEP) | 0.2 | $1.4M | -4% | 9.6k | 140.44 |
|
| American Express Company (AXP) | 0.2 | $1.3M | 4.0k | 332.16 |
|
|
| Mccormick & Co Com Vtg (MKC.V) | 0.2 | $1.3M | 20k | 66.72 |
|
|
| Moody's Corporation (MCO) | 0.1 | $1.3M | 2.7k | 476.48 |
|
|
| Merck & Co (MRK) | 0.1 | $1.3M | -6% | 15k | 84.57 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.3M | -9% | 6.8k | 189.70 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.3M | -5% | 10k | 123.75 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | -2% | 11k | 112.75 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.2M | 8.1k | 153.65 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.2M | 17k | 72.77 |
|
|
| TJX Companies (TJX) | 0.1 | $1.2M | 8.4k | 144.54 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.2M | +4% | 5.9k | 203.62 |
|
| Caterpillar (CAT) | 0.1 | $1.2M | -2% | 2.5k | 477.14 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.2M | 9.5k | 123.84 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.2M | -12% | 48k | 24.40 |
|
| Netflix (NFLX) | 0.1 | $1.2M | 973.00 | 1198.92 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $1.2M | -3% | 30k | 38.90 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | -13% | 45k | 25.71 |
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | -4% | 3.1k | 370.16 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $1.1M | -11% | 3.8k | 287.06 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | -3% | 5.8k | 185.43 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.1M | -8% | 11k | 99.95 |
|
| Norfolk Southern (NSC) | 0.1 | $1.1M | 3.5k | 300.41 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $991k | 1.7k | 568.81 |
|
|
| Arch Cap Group Ord (ACGL) | 0.1 | $968k | 11k | 90.73 |
|
|
| Cisco Systems (CSCO) | 0.1 | $920k | -4% | 14k | 68.42 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $918k | 3.5k | 260.44 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $900k | 3.0k | 301.01 |
|
|
| United Rentals (URI) | 0.1 | $878k | 920.00 | 954.66 |
|
|
| Kinder Morgan (KMI) | 0.1 | $874k | -7% | 31k | 28.31 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $842k | 2.8k | 297.88 |
|
|
| Amgen (AMGN) | 0.1 | $840k | 3.0k | 282.21 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $840k | -3% | 5.0k | 168.48 |
|
| Automatic Data Processing (ADP) | 0.1 | $827k | 2.8k | 294.63 |
|
|
| Servicenow (NOW) | 0.1 | $818k | +9% | 889.00 | 920.28 |
|
| Broadstone Net Lease (BNL) | 0.1 | $814k | -4% | 45k | 17.92 |
|
| Tesla Motors (TSLA) | 0.1 | $786k | -44% | 1.8k | 444.72 |
|
| D.R. Horton (DHI) | 0.1 | $781k | -9% | 4.6k | 169.47 |
|
| Enterprise Products Partners (EPD) | 0.1 | $770k | 25k | 31.27 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $760k | 9.1k | 83.82 |
|
|
| UnitedHealth (UNH) | 0.1 | $758k | 2.2k | 345.30 |
|
|
| Synopsys (SNPS) | 0.1 | $752k | -2% | 1.5k | 493.39 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $738k | 25k | 29.64 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $722k | -12% | 1.9k | 374.25 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $709k | 28k | 25.13 |
|
|
| International Business Machines (IBM) | 0.1 | $695k | 2.5k | 282.16 |
|
|
| Chevron Corporation (CVX) | 0.1 | $674k | -6% | 4.3k | 155.30 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $664k | -2% | 4.7k | 142.10 |
|
| salesforce (CRM) | 0.1 | $637k | +2% | 2.7k | 237.29 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $621k | -15% | 3.0k | 209.15 |
|
| Air Products & Chemicals (APD) | 0.1 | $616k | 2.3k | 272.72 |
|
|
| Applied Materials (AMAT) | 0.1 | $611k | 3.0k | 204.71 |
|
|
| Rockwell Automation (ROK) | 0.1 | $606k | -3% | 1.7k | 349.53 |
|
| Wal-Mart Stores (WMT) | 0.1 | $595k | 5.8k | 103.06 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $566k | 2.7k | 209.34 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $542k | +2% | 1.1k | 499.02 |
|
| Roper Industries (ROP) | 0.1 | $534k | -4% | 1.1k | 498.69 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $521k | 13k | 39.19 |
|
|
| Vulcan Materials Company (VMC) | 0.1 | $520k | 1.7k | 307.62 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $508k | 5.3k | 95.14 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $500k | -2% | 15k | 33.37 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $498k | 2.8k | 176.81 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $497k | -15% | 18k | 27.90 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $487k | 3.6k | 134.07 |
|
|
| Atlantic Union B (AUB) | 0.1 | $480k | 14k | 35.29 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $479k | +3% | 7.0k | 68.08 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $478k | 1.1k | 425.26 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $470k | 4.9k | 95.48 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $467k | 3.5k | 133.94 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $461k | 1.3k | 352.75 |
|
|
| Coca-Cola Company (KO) | 0.1 | $460k | -2% | 6.9k | 66.67 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $459k | -12% | 1.9k | 246.60 |
|
| Chubb (CB) | 0.1 | $450k | -5% | 1.6k | 282.77 |
|
| Honeywell International (HON) | 0.1 | $443k | -17% | 2.1k | 210.50 |
|
| Union Pacific Corporation (UNP) | 0.0 | $436k | -3% | 1.8k | 236.37 |
|
| Bank of America Corporation (BAC) | 0.0 | $426k | -10% | 8.3k | 51.59 |
|
| Fastenal Company (FAST) | 0.0 | $426k | 8.7k | 49.04 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $423k | +4% | 14k | 31.42 |
|
| Anthem (ELV) | 0.0 | $416k | +4% | 1.3k | 323.12 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $415k | 2.8k | 145.71 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $409k | 1.2k | 341.00 |
|
|
| Travelers Companies (TRV) | 0.0 | $404k | -15% | 1.4k | 279.22 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $399k | -17% | 526.00 | 758.15 |
|
| Blackrock (BLK) | 0.0 | $399k | 342.00 | 1165.87 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $395k | 2.3k | 170.85 |
|
|
| Dominion Resources (D) | 0.0 | $382k | 6.2k | 61.17 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $375k | 1.6k | 239.38 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $365k | 3.8k | 96.55 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $360k | 8.4k | 42.95 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $354k | 761.00 | 464.52 |
|
|
| Ecolab (ECL) | 0.0 | $350k | 1.3k | 274.47 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $335k | 11k | 31.91 |
|
|
| Trex Company (TREX) | 0.0 | $333k | -6% | 6.4k | 51.67 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $333k | 4.3k | 76.57 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $327k | 731.00 | 447.23 |
|
|
| Lowe's Companies (LOW) | 0.0 | $320k | -7% | 1.3k | 251.31 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $318k | 2.0k | 157.56 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $318k | 693.00 | 458.30 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $318k | -4% | 5.1k | 62.87 |
|
| CSX Corporation (CSX) | 0.0 | $317k | 8.9k | 35.51 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $316k | 7.0k | 45.10 |
|
|
| Progressive Corporation (PGR) | 0.0 | $316k | 1.3k | 246.95 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $313k | 645.00 | 485.31 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $308k | -2% | 513.00 | 600.42 |
|
| Ge Vernova (GEV) | 0.0 | $308k | 500.00 | 614.90 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $286k | -4% | 3.6k | 79.94 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $286k | 2.4k | 118.44 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $282k | 1.5k | 190.58 |
|
|
| MercadoLibre (MELI) | 0.0 | $280k | 120.00 | 2336.94 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $272k | -24% | 1.3k | 206.51 |
|
| Jacobs Engineering Group (J) | 0.0 | $270k | -7% | 1.8k | 149.86 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $269k | -2% | 1.3k | 204.86 |
|
| Emerson Electric (EMR) | 0.0 | $269k | -15% | 2.1k | 131.18 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $263k | 5.8k | 45.72 |
|
|
| American Tower Reit (AMT) | 0.0 | $257k | -5% | 1.3k | 193.97 |
|
| Pfizer (PFE) | 0.0 | $253k | -18% | 9.9k | 25.48 |
|
| Edwards Lifesciences (EW) | 0.0 | $247k | +6% | 3.2k | 77.77 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $238k | 1.2k | 194.50 |
|
|
| L3harris Technologies (LHX) | 0.0 | $235k | -3% | 770.00 | 305.41 |
|
| Verisk Analytics (VRSK) | 0.0 | $234k | 930.00 | 251.51 |
|
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $231k | 30k | 7.70 |
|
|
| McKesson Corporation (MCK) | 0.0 | $227k | 294.00 | 773.36 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $226k | -18% | 1.2k | 188.96 |
|
| Fulton Financial (FULT) | 0.0 | $223k | 12k | 18.63 |
|
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.0 | $223k | 2.5k | 88.65 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $220k | -4% | 687.00 | 320.04 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $215k | 2.5k | 87.31 |
|
|
| Walt Disney Company (DIS) | 0.0 | $213k | -10% | 1.9k | 114.52 |
|
| Capital One Financial (COF) | 0.0 | $211k | 993.00 | 212.58 |
|
|
| Boeing Company (BA) | 0.0 | $210k | 973.00 | 215.84 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $209k | 604.00 | 346.26 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $209k | 480.00 | 435.56 |
|
|
| Verizon Communications (VZ) | 0.0 | $209k | 4.7k | 43.95 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $197k | -3% | 1.6k | 120.71 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $196k | 1.8k | 108.96 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $196k | 2.2k | 89.34 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $194k | 1.8k | 106.72 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $191k | 4.9k | 38.80 |
|
|
| Microchip Technology (MCHP) | 0.0 | $187k | 2.9k | 64.22 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $186k | 528.00 | 351.26 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $183k | -2% | 515.00 | 355.47 |
|
| Tyler Technologies (TYL) | 0.0 | $181k | 346.00 | 523.16 |
|
|
| Philip Morris International (PM) | 0.0 | $178k | -6% | 1.1k | 162.20 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $176k | 3.2k | 55.33 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $175k | 2.2k | 79.40 |
|
|
| TowneBank (TOWN) | 0.0 | $174k | 5.0k | 34.84 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $168k | +5% | 923.00 | 182.42 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $165k | 9.5k | 17.42 |
|
|
| Goldman Sachs (GS) | 0.0 | $165k | 207.00 | 796.35 |
|
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $165k | -4% | 2.0k | 81.87 |
|
| Nike CL B (NKE) | 0.0 | $163k | 2.3k | 70.04 |
|
|
| S&p Global (SPGI) | 0.0 | $163k | 335.00 | 486.71 |
|
|
| Cummins (CMI) | 0.0 | $163k | 386.00 | 422.37 |
|
|
| First Virginia Community Bank (FVCB) | 0.0 | $157k | -7% | 12k | 12.97 |
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.0 | $156k | 3.7k | 42.52 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $156k | 373.00 | 419.21 |
|
|
| United Bankshares (UBSI) | 0.0 | $156k | 4.2k | 37.58 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $154k | 1.0k | 148.61 |
|
|
| American Water Works (AWK) | 0.0 | $153k | 1.1k | 139.19 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $153k | 622.00 | 245.25 |
|
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $152k | -14% | 2.5k | 61.62 |
|
| Booking Holdings (BKNG) | 0.0 | $151k | -6% | 28.00 | 5399.29 |
|
| Illinois Tool Works (ITW) | 0.0 | $149k | 572.00 | 261.22 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $149k | 250.00 | 597.65 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $149k | 1.2k | 128.24 |
|
|
| 3M Company (MMM) | 0.0 | $147k | 950.00 | 155.18 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $147k | 299.00 | 490.38 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $145k | 3.7k | 39.69 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $145k | 850.00 | 170.26 |
|
|
| Deere & Company (DE) | 0.0 | $144k | 314.00 | 457.26 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $142k | 1.0k | 142.41 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $142k | 2.0k | 71.37 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $140k | 1.3k | 110.47 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $138k | -24% | 427.00 | 322.21 |
|
| Medtronic SHS (MDT) | 0.0 | $136k | -20% | 1.4k | 95.85 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $135k | 732.00 | 183.73 |
|
|
| Ball Corporation (BALL) | 0.0 | $129k | +28% | 2.6k | 50.42 |
|
| Wec Energy Group (WEC) | 0.0 | $129k | 1.1k | 114.59 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $129k | 913.00 | 141.50 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $122k | -2% | 582.00 | 209.26 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $121k | 300.00 | 402.76 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $119k | 295.00 | 404.30 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $119k | 1.2k | 97.63 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $117k | 600.00 | 195.45 |
|
|
| Emcor (EME) | 0.0 | $117k | 180.00 | 649.54 |
|
|
| Public Storage (PSA) | 0.0 | $117k | +24% | 404.00 | 288.85 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $117k | 3.6k | 32.38 |
|
|
| Iron Mountain (IRM) | 0.0 | $116k | NEW | 1.1k | 101.94 |
|
Past Filings by Evermay Wealth Management
SEC 13F filings are viewable for Evermay Wealth Management going back to 2013
- 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
- Evermay Wealth Management 2021 Q4 filed Feb. 14, 2022