Evermay Wealth Management

Latest statistics and disclosures from Evermay Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHX, VOO, JPST, IJH, SPY, and represent 53.30% of Evermay Wealth Management's stock portfolio.
  • Evermay Wealth Management has $540M in assets under management (AUM), dropping by 0.00%.
  • 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Evermay Wealth Management

Companies in the Evermay Wealth Management portfolio as of the September 2021 quarterly 13F filing

Evermay Wealth Management has 520 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 20.0 $108M 1.0M 103.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.2 $66M 168k 393.52
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 9.0 $49M 962k 50.74
Ishares Tr Core S&p Mcp Etf (IJH) 6.3 $34M 127k 268.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $31M 72k 428.06
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 4.2 $23M 225k 101.97
Ishares Tr Core S&p500 Etf (IVV) 3.7 $20M 46k 429.91
Wisdomtree Tr Em Ex St-owned (XSOE) 3.1 $17M 399k 42.07
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $14M 120k 112.98
Apple (AAPL) 2.4 $13M 96k 136.96
Amazon (AMZN) 1.8 $9.8M 2.9k 3440.20
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $9.6M 41k 237.34
Alphabet Cap Stk Cl A (GOOGL) 0.9 $5.0M 2.0k 2441.68
Microsoft Corporation (MSFT) 0.8 $4.2M 16k 270.88

Setup an alert

Evermay Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Danaher Corporation (DHR) 0.7 $3.9M 15k 268.37
JPMorgan Chase & Co. (JPM) 0.7 $3.8M 25k 155.56
Ishares Tr Russell 2000 Etf (IWM) 0.7 $3.7M 16k 229.39
Home Depot (HD) 0.5 $2.9M 9.2k 318.85
Visa Com Cl A (V) 0.5 $2.8M 12k 233.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.5M 9.1k 277.94
Norfolk Southern (NSC) 0.4 $2.3M 8.8k 265.38
Pfizer (PFE) 0.4 $2.2M 56k 39.15
Pepsi (PEP) 0.4 $2.1M 14k 148.15
Nextera Energy (NEE) 0.4 $2.0M 28k 73.26
Johnson & Johnson (JNJ) 0.3 $1.9M 11k 164.75
Facebook Cl A (FB) 0.3 $1.8M 5.3k 347.71
Mccormick & Co Com Vtg (MKC.V) 0.3 $1.8M 21k 88.03
Duke Energy Corp Com New (DUK) 0.3 $1.7M 18k 98.74
Laboratory Corp Amer Hldgs Com New (LH) 0.3 $1.7M 6.2k 275.80
Merck & Co (MRK) 0.3 $1.6M 21k 77.75
McDonald's Corporation (MCD) 0.3 $1.6M 7.0k 231.00
Verizon Communications (VZ) 0.3 $1.6M 28k 56.04
American Express Company (AXP) 0.3 $1.4M 8.6k 165.17
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.4M 560.00 2507.14
Procter & Gamble Company (PG) 0.3 $1.4M 10k 134.92
UnitedHealth (UNH) 0.3 $1.4M 3.5k 400.40
Sandy Spring Ban (SASR) 0.3 $1.4M 31k 44.13
Cisco Systems (CSCO) 0.2 $1.3M 25k 53.00
Intel Corporation (INTC) 0.2 $1.3M 23k 56.13
3M Company (MMM) 0.2 $1.3M 6.4k 198.64
Wisdomtree Tr Chinadiv Ex Fi (CXSE) 0.2 $1.3M 19k 67.38
Broadstone Net Lease (BNL) 0.2 $1.2M 53k 23.42
Union Pacific Corporation (UNP) 0.2 $1.2M 5.6k 219.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.2M 12k 104.21
Target Corporation (TGT) 0.2 $1.2M 5.0k 241.69
Trex Company (TREX) 0.2 $1.2M 12k 102.23
Exxon Mobil Corporation (XOM) 0.2 $1.2M 19k 63.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 5.0k 222.78
Comcast Corp Cl A (CMCSA) 0.2 $1.0M 18k 57.01
Walt Disney Company (DIS) 0.2 $1.0M 5.7k 175.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.0M 9.6k 104.27
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $1.0M 20k 51.50
Costco Wholesale Corporation (COST) 0.2 $971k 2.5k 395.52
Bristol Myers Squibb (BMY) 0.2 $963k 14k 66.84
Eaton Corp SHS (ETN) 0.2 $961k 6.5k 148.17
Abbvie (ABBV) 0.2 $955k 8.5k 112.70
United Parcel Service CL B (UPS) 0.2 $946k 4.5k 208.00
Roper Industries (ROP) 0.2 $910k 1.9k 470.28
Air Products & Chemicals (APD) 0.2 $904k 3.1k 287.53
Accenture Plc Ireland Shs Class A (ACN) 0.2 $861k 2.9k 294.86
International Business Machines (IBM) 0.2 $858k 5.9k 146.57
Eli Lilly & Co. (LLY) 0.2 $836k 3.6k 229.48
D.R. Horton (DHI) 0.1 $791k 8.8k 90.38
Dominion Resources (D) 0.1 $783k 11k 73.60
Kinder Morgan (KMI) 0.1 $754k 41k 18.24
Wal-Mart Stores (WMT) 0.1 $733k 5.2k 141.02
Northrop Grumman Corporation (NOC) 0.1 $728k 2.0k 363.64
Adobe Systems Incorporated (ADBE) 0.1 $728k 1.2k 585.68
Applied Materials (AMAT) 0.1 $710k 5.0k 142.31
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $702k 23k 30.72
General Electric Company 0.1 $683k 51k 13.45
Honeywell International (HON) 0.1 $677k 3.1k 219.38
Medtronic SHS (MDT) 0.1 $664k 5.4k 124.04
salesforce (CRM) 0.1 $627k 2.6k 244.25
Ishares Tr Select Divid Etf (DVY) 0.1 $624k 5.4k 116.57
Bank of America Corporation (BAC) 0.1 $615k 15k 41.23
Truist Financial Corp equities (TFC) 0.1 $613k 11k 55.51
Coca-Cola Company (KO) 0.1 $597k 11k 54.08
Philip Morris International (PM) 0.1 $595k 6.0k 99.13
Stryker Corporation (SYK) 0.1 $590k 2.3k 259.57
Automatic Data Processing (ADP) 0.1 $589k 3.0k 198.78
Travelers Companies (TRV) 0.1 $583k 3.9k 149.68
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $580k 3.1k 188.43
Thermo Fisher Scientific (TMO) 0.1 $575k 1.1k 504.39
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $567k 3.6k 158.65
Anthem (ANTM) 0.1 $567k 1.5k 381.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $563k 10k 54.36
Morgan Stanley Com New (MS) 0.1 $554k 6.0k 91.72
Broadcom (AVGO) 0.1 $552k 1.2k 477.10
FedEx Corporation (FDX) 0.1 $536k 1.8k 298.61
Caterpillar (CAT) 0.1 $510k 2.3k 217.48
Paypal Holdings (PYPL) 0.1 $493k 1.7k 291.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $489k 1.8k 271.21
Mondelez Intl Cl A (MDLZ) 0.1 $488k 7.8k 62.50
Raytheon Technologies Corp (RTX) 0.1 $487k 5.7k 85.23
Amgen (AMGN) 0.1 $485k 2.0k 243.60
American Tower Reit (AMT) 0.1 $483k 1.8k 270.13
United Rentals (URI) 0.1 $480k 1.5k 318.94
Enterprise Products Partners (EPD) 0.1 $474k 20k 24.13
Valero Energy Corporation (VLO) 0.1 $474k 6.1k 78.09
Zoetis Cl A (ZTS) 0.1 $473k 2.5k 186.22
Vanguard Index Fds Small Cp Etf (VB) 0.1 $466k 2.1k 225.34
General Motors Company (GM) 0.1 $454k 7.7k 59.18
Abbott Laboratories (ABT) 0.1 $450k 3.9k 116.04
Fiserv (FISV) 0.1 $449k 4.2k 106.96
Mastercard Incorporated Cl A (MA) 0.1 $446k 1.2k 364.98
TJX Companies (TJX) 0.1 $443k 6.6k 67.43
American Water Works (AWK) 0.1 $440k 2.9k 154.12
PNC Financial Services (PNC) 0.1 $417k 2.2k 190.76
Zimmer Holdings (ZBH) 0.1 $409k 2.5k 160.96
Intercontinental Exchange (ICE) 0.1 $406k 3.4k 118.68
Cummins (CMI) 0.1 $405k 1.7k 243.98
General Mills (GIS) 0.1 $397k 6.5k 60.94
Charles Schwab Corporation (SCHW) 0.1 $394k 5.4k 72.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $388k 4.7k 82.71
Marriott Intl Cl A (MAR) 0.1 $385k 2.8k 136.52
Emerson Electric (EMR) 0.1 $385k 4.0k 96.15
Nike CL B (NKE) 0.1 $380k 2.5k 154.53
Microchip Technology (MCHP) 0.1 $380k 2.5k 149.55
CSX Corporation (CSX) 0.1 $374k 12k 32.04
Akamai Technologies (AKAM) 0.1 $372k 3.2k 116.69
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $371k 2.0k 181.86
Chevron Corporation (CVX) 0.1 $369k 3.5k 104.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $368k 4.6k 79.26
Ameriprise Financial (AMP) 0.1 $352k 1.4k 249.12
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $350k 7.2k 48.86
Oracle Corporation (ORCL) 0.1 $348k 4.5k 77.94
Ball Corporation (BLL) 0.1 $342k 4.2k 81.06
Starbucks Corporation (SBUX) 0.1 $337k 3.0k 111.70
Boeing Company (BA) 0.1 $337k 1.4k 239.69
Quest Diagnostics Incorporated (DGX) 0.1 $329k 2.5k 132.08
Us Bancorp Del Com New (USB) 0.1 $328k 5.8k 56.90
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.1 $323k 5.3k 60.51
Fidelity National Information Services (FIS) 0.1 $321k 2.3k 141.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $319k 3.0k 104.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $317k 5.8k 54.75
Lowe's Companies (LOW) 0.1 $317k 1.6k 193.77
Qualcomm (QCOM) 0.1 $317k 2.2k 143.12
Fortive (FTV) 0.1 $311k 4.5k 69.78
Dollar Tree (DLTR) 0.1 $311k 3.1k 99.52
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $310k 900.00 344.44
BlackRock (BLK) 0.1 $309k 353.00 875.35
Yum! Brands (YUM) 0.1 $304k 2.6k 114.85
L3harris Technologies (LHX) 0.1 $304k 1.4k 216.06
Hp (HPQ) 0.1 $296k 9.8k 30.22
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $296k 3.6k 82.22
CVS Caremark Corporation (CVS) 0.1 $295k 3.5k 83.45
Ecolab (ECL) 0.1 $292k 1.4k 205.63
PPG Industries (PPG) 0.1 $283k 1.7k 169.87
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $274k 3.5k 78.38
Fortune Brands (FBHS) 0.1 $272k 2.7k 99.67
Novo-nordisk A S Adr (NVO) 0.1 $271k 3.2k 83.77
Altria (MO) 0.0 $264k 5.5k 47.66
Walgreen Boots Alliance (WBA) 0.0 $260k 5.0k 52.53
At&t (T) 0.0 $254k 8.8k 28.81
Leidos Holdings (LDOS) 0.0 $254k 2.5k 101.20
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $243k 1.1k 227.10
Proshares Tr Large Cap Cre (CSM) 0.0 $242k 2.4k 99.14
Clorox Company (CLX) 0.0 $239k 1.3k 179.70
United Bankshares (UBSI) 0.0 $237k 6.5k 36.54
Stanley Black & Decker (SWK) 0.0 $231k 1.1k 205.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $231k 653.00 353.75
Rockwell Automation (ROK) 0.0 $229k 800.00 286.25
Vulcan Materials Company (VMC) 0.0 $226k 1.3k 173.85
RPM International (RPM) 0.0 $222k 2.5k 88.80
Dow (DOW) 0.0 $218k 3.4k 63.37
Verb Techn (VERB) 0.0 $215k 105k 2.05
TowneBank (TOWN) 0.0 $215k 7.1k 30.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $212k 1.5k 145.70
T. Rowe Price (TROW) 0.0 $212k 1.1k 197.76
Dupont De Nemours (DD) 0.0 $206k 2.7k 77.36
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $204k 2.0k 103.03
Synopsys (SNPS) 0.0 $200k 726.00 275.48
Blackstone Group Inc Com Cl A (BX) 0.0 $199k 2.0k 97.36
General Dynamics Corporation (GD) 0.0 $192k 1.0k 188.24
Cooper Cos Com New (COO) 0.0 $192k 485.00 395.88
Tri-Continental Corporation (TY) 0.0 $191k 5.6k 34.16
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $189k 2.6k 73.80
Digital Realty Trust (DLR) 0.0 $189k 1.3k 150.60
Fulton Financial (FULT) 0.0 $189k 12k 15.78
Verisk Analytics (VRSK) 0.0 $188k 1.1k 174.88
Lockheed Martin Corporation (LMT) 0.0 $187k 494.00 378.54
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $184k 3.3k 56.23
Wells Fargo & Company (WFC) 0.0 $184k 4.1k 45.19
Colgate-Palmolive Company (CL) 0.0 $183k 2.3k 81.26
Solaredge Technologies (SEDG) 0.0 $181k 655.00 276.34
Paccar (PCAR) 0.0 $172k 1.9k 89.12
Texas Instruments Incorporated (TXN) 0.0 $172k 893.00 192.61
Southern Company (SO) 0.0 $170k 2.8k 60.61
Cerner Corporation (CERN) 0.0 $170k 2.2k 77.95
Sherwin-Williams Company (SHW) 0.0 $163k 600.00 271.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $163k 1.2k 133.28
Motorola Solutions Com New (MSI) 0.0 $155k 713.00 217.39
Ishares Tr Msci Eafe Etf (EFA) 0.0 $151k 1.9k 78.89
EastGroup Properties (EGP) 0.0 $149k 905.00 164.64
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $148k 4.7k 31.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $147k 2.0k 72.63
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $146k 1.1k 132.73
Ishares Tr Micro-cap Etf (IWC) 0.0 $146k 960.00 152.08
AES Corporation (AES) 0.0 $138k 5.3k 26.04
Capital One Financial (COF) 0.0 $136k 880.00 154.55
Yum China Holdings (YUMC) 0.0 $136k 2.1k 66.02
Amphenol Corp Cl A (APH) 0.0 $135k 2.0k 68.39
Prudential Financial (PRU) 0.0 $133k 1.3k 102.31
Kimberly-Clark Corporation (KMB) 0.0 $132k 985.00 134.01
Discover Financial Services (DFS) 0.0 $127k 1.1k 118.14
Prologis (PLD) 0.0 $124k 1.0k 119.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $123k 250.00 492.00
Align Technology (ALGN) 0.0 $122k 200.00 610.00
Welltower Inc Com reit (WELL) 0.0 $121k 1.5k 82.88
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.0 $119k 2.4k 50.64
Baxter International (BAX) 0.0 $116k 1.4k 80.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $113k 1.0k 113.00
NVIDIA Corporation (NVDA) 0.0 $112k 140.00 800.00
First Virginia Community Bank (FVCB) 0.0 $112k 6.5k 17.30
SYSCO Corporation (SYY) 0.0 $109k 1.4k 77.86
Cme (CME) 0.0 $108k 510.00 211.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $104k 600.00 173.33
Ishares Tr Core Div Grwth (DGRO) 0.0 $102k 2.0k 50.42
Spdr Gold Tr Gold Shs (GLD) 0.0 $102k 613.00 166.39
Energizer Holdings (ENR) 0.0 $102k 2.4k 43.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $101k 1.3k 75.66
American Electric Power Company (AEP) 0.0 $99k 1.2k 84.26
ConocoPhillips (COP) 0.0 $96k 1.6k 60.61
Martin Marietta Materials (MLM) 0.0 $96k 274.00 350.37
Gladstone Commercial Corporation (GOOD) 0.0 $95k 4.2k 22.54
Carrier Global Corporation (CARR) 0.0 $95k 2.0k 48.54
Unilever Spon Adr New (UL) 0.0 $93k 1.6k 58.68
Linde SHS (LIN) 0.0 $93k 320.00 290.62
Ishares Tr Rus 1000 Etf (IWB) 0.0 $91k 375.00 242.67
Booking Holdings (BKNG) 0.0 $90k 41.00 2195.12
Henry Schein (HSIC) 0.0 $89k 1.2k 74.17
Phillips 66 (PSX) 0.0 $82k 950.00 86.32
Square Cl A (SQ) 0.0 $82k 337.00 243.32
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $81k 1.9k 41.86
Jacobs Engineering (J) 0.0 $80k 600.00 133.33
Otis Worldwide Corp (OTIS) 0.0 $79k 968.00 81.61
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $78k 2.7k 29.27
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $78k 376.00 207.45
Pgim Global Short Duration H (GHY) 0.0 $77k 4.9k 15.84
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $76k 518.00 146.72
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.0 $76k 1.2k 65.52
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $74k 1.6k 46.25
PPL Corporation (PPL) 0.0 $72k 2.6k 28.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $72k 1.8k 39.60
Marriott Vacations Wrldwde Cp (VAC) 0.0 $72k 450.00 160.00
Pioneer Natural Resources (PXD) 0.0 $72k 443.00 162.53
BP Sponsored Adr (BP) 0.0 $70k 2.6k 26.49
Crowdstrike Hldgs Cl A (CRWD) 0.0 $70k 280.00 250.00
Vanguard World Mega Grwth Ind (MGK) 0.0 $69k 300.00 230.00

Past Filings by Evermay Wealth Management

SEC 13F filings are viewable for Evermay Wealth Management going back to 2013

View all past filings