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 49.11% of Evermay Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPTS (+$7.5M), VO (+$6.8M), SPTI, VGIT, SPYM, VUG, SPMD, VGSH, SPSM, IWF.
- Started 104 new stock positions in DD, COHR, BAH, EMO, SUB, TAP, PNW, APP, RGTI, SPCX.
- Reduced shares in these 10 stocks: BHRB (-$12M), VOO (-$8.9M), SCHX (-$6.9M), IJH, SGOV, XSOE, SPY, VTI, IJR, AAPL.
- Sold out of its positions in American Woodmark Corporation, DYNF, BHRB, Carnival Corporation, Dupont De Nemours, GSLC, GBIL, GBTC, HGER, Honeywell International.
- Evermay Wealth Management was a net seller of stock by $-146k.
- Evermay Wealth Management has $971M in assets under management (AUM), dropping by 7.63%.
- Central Index Key (CIK): 0001066816
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Portfolio Holdings for Evermay Wealth Management
Evermay Wealth Management holds 651 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Evermay Wealth Management has 651 total positions. Only the first 250 positions are shown.
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- Download the Evermay Wealth Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Inter Etf (SPTI) | 14.9 | $144M | +3% | 5.1M | 28.39 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 12.5 | $122M | -5% | 4.1M | 29.43 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 10.0 | $97M | +8% | 3.4M | 29.01 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.5 | $72M | -10% | 105k | 686.81 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $41M | -9% | 533k | 77.11 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.9 | $38M | -3% | 51k | 748.55 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $30M | +2% | 40k | 748.89 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 3.0 | $29M | +15% | 327k | 87.88 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 2.6 | $25M | +11% | 370k | 67.56 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 2.1 | $20M | +8% | 350k | 57.67 |
|
| Apple (AAPL) | 2.0 | $19M | -5% | 66k | 289.36 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 2.0 | $19M | +6% | 463k | 41.25 |
|
| Ishares Core Msci Emkt (IEMG) | 1.9 | $18M | +5% | 217k | 82.84 |
|
| Amazon (AMZN) | 1.3 | $13M | +3% | 54k | 238.34 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $12M | -8% | 83k | 148.31 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.2 | $12M | -6% | 75k | 158.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $11M | -7% | 31k | 357.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $10M | -11% | 27k | 370.04 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $9.2M | +275% | 114k | 80.57 |
|
| John Marshall Ban (JMSB) | 0.8 | $7.7M | 351k | 21.80 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $6.3M | -2% | 17k | 373.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $6.0M | +2% | 18k | 327.33 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $5.5M | +443% | 94k | 58.98 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.5M | -2% | 3.8k | 1199.43 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.5 | $4.4M | -30% | 89k | 49.18 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $4.3M | 22k | 200.09 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $4.2M | 14k | 300.45 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $4.1M | +454% | 47k | 86.14 |
|
| Caterpillar (CAT) | 0.4 | $3.6M | +3% | 3.4k | 1064.97 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $3.6M | -14% | 64k | 56.48 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.3M | -5% | 14k | 242.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.3M | -3% | 6.6k | 500.39 |
|
| Broadcom (AVGO) | 0.3 | $3.1M | +4% | 8.2k | 377.75 |
|
| Visa Com Cl A (V) | 0.3 | $2.8M | 8.2k | 343.10 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $2.8M | -2% | 57k | 49.49 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $2.8M | -8% | 68k | 41.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.6M | -28% | 8.7k | 303.12 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.5M | +2% | 12k | 217.93 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.5M | +573% | 43k | 58.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.5M | -13% | 35k | 71.25 |
|
| Merck & Co (MRK) | 0.2 | $2.4M | +30% | 18k | 129.08 |
|
| Applied Materials (AMAT) | 0.2 | $2.4M | +8% | 3.3k | 722.90 |
|
| Nextera Energy (NEE) | 0.2 | $2.3M | +18% | 26k | 87.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.2M | -6% | 6.3k | 353.33 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.2M | -16% | 3.8k | 563.29 |
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.2 | $2.2M | +7% | 54k | 40.01 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.1M | +300% | 17k | 124.17 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.0M | -7% | 19k | 103.88 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.9M | 26k | 75.45 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $1.8M | -60% | 18k | 100.67 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.8M | +22% | 13k | 136.73 |
|
| Martin Marietta Materials (MLM) | 0.2 | $1.7M | 3.0k | 576.70 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | +3% | 1.8k | 935.60 |
|
| Home Depot (HD) | 0.2 | $1.6M | -27% | 4.6k | 352.68 |
|
| Danaher Corporation (DHR) | 0.2 | $1.6M | -10% | 8.5k | 190.84 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.6M | 59k | 27.70 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.6M | +5% | 3.7k | 433.51 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.6M | +27% | 4.3k | 373.71 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $1.6M | 38k | 42.20 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $1.6M | +103% | 63k | 24.66 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $1.5M | 8.7k | 176.46 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $1.5M | -30% | 4.5k | 341.02 |
|
| American Express Company (AXP) | 0.2 | $1.5M | +6% | 4.3k | 338.25 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.5M | -27% | 7.7k | 189.73 |
|
| Cisco Systems (CSCO) | 0.1 | $1.4M | -5% | 12k | 117.46 |
|
| Abbvie (ABBV) | 0.1 | $1.4M | -13% | 5.5k | 251.66 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.4M | +6% | 5.5k | 253.97 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.4M | -2% | 6.4k | 212.77 |
|
| Yum! Brands (YUM) | 0.1 | $1.3M | -2% | 8.2k | 159.86 |
|
| Rockwell Automation (ROK) | 0.1 | $1.3M | +65% | 2.6k | 495.08 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.3M | -2% | 24k | 53.47 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.3M | -20% | 22k | 59.69 |
|
| Moody's Corporation (MCO) | 0.1 | $1.3M | 2.8k | 452.92 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $1.2M | -7% | 4.6k | 270.33 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.2M | 16k | 75.51 |
|
|
| TJX Companies (TJX) | 0.1 | $1.2M | +6% | 8.1k | 151.50 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $1.2M | 29k | 41.30 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $1.2M | +61% | 4.0k | 293.18 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | 2.2k | 509.31 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | +44% | 2.6k | 426.12 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | +2% | 3.0k | 370.59 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 8.8k | 126.58 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | 38k | 28.96 |
|
|
| Norfolk Southern (NSC) | 0.1 | $1.1M | 3.5k | 314.59 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $1.1M | 11k | 98.25 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $1.1M | +26% | 11k | 96.12 |
|
| Brown & Brown (BRO) | 0.1 | $1.1M | 17k | 64.15 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | -4% | 7.2k | 146.63 |
|
| Atlantic Union B (AUB) | 0.1 | $1.0M | 25k | 42.31 |
|
|
| Amgen (AMGN) | 0.1 | $1.0M | +2% | 2.9k | 362.14 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $1.0M | 11k | 97.06 |
|
|
| Mccormick & Co Com Vtg (MKC.V) | 0.1 | $1.0M | 20k | 50.50 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.0M | +51% | 6.1k | 165.77 |
|
| Pepsi (PEP) | 0.1 | $1.0M | -3% | 7.4k | 135.40 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $988k | +2% | 2.7k | 365.70 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $961k | 8.7k | 110.15 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $916k | +2% | 1.8k | 513.60 |
|
| Broadstone Net Lease (BNL) | 0.1 | $906k | 44k | 20.71 |
|
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $869k | 5.2k | 167.87 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $862k | 23k | 36.76 |
|
|
| Tesla Motors (TSLA) | 0.1 | $853k | +4% | 2.0k | 420.60 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $835k | -7% | 23k | 36.87 |
|
| United Rentals (URI) | 0.1 | $818k | -21% | 722.00 | 1132.89 |
|
| International Business Machines (IBM) | 0.1 | $746k | +5% | 2.7k | 281.21 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $737k | +230% | 7.6k | 96.58 |
|
| Ge Vernova (GEV) | 0.1 | $717k | +19% | 610.00 | 1175.03 |
|
| Kinder Morgan (KMI) | 0.1 | $708k | -25% | 22k | 31.97 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $702k | -3% | 4.5k | 156.30 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $699k | +46% | 715.00 | 978.12 |
|
| Wells Fargo & Company (WFC) | 0.1 | $699k | -5% | 8.5k | 82.64 |
|
| Union Pacific Corporation (UNP) | 0.1 | $690k | +51% | 2.5k | 272.00 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $689k | -12% | 2.5k | 280.00 |
|
| Netflix (NFLX) | 0.1 | $678k | -8% | 9.5k | 71.40 |
|
| Automatic Data Processing (ADP) | 0.1 | $646k | +2% | 2.9k | 225.08 |
|
| Stryker Corporation (SYK) | 0.1 | $618k | -36% | 2.0k | 315.62 |
|
| Wal-Mart Stores (WMT) | 0.1 | $613k | +10% | 5.4k | 113.26 |
|
| Coca-Cola Company (KO) | 0.1 | $601k | +9% | 7.4k | 81.57 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $588k | -2% | 2.7k | 221.20 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $570k | 7.5k | 75.79 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $550k | -20% | 2.3k | 243.00 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $548k | -14% | 15k | 36.13 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $544k | +23% | 3.2k | 169.88 |
|
| Oracle Corporation (ORCL) | 0.1 | $530k | -27% | 3.6k | 146.54 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $528k | 15k | 36.26 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $515k | 5.3k | 96.46 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $503k | +24% | 683.00 | 736.42 |
|
| Travelers Companies (TRV) | 0.1 | $494k | +5% | 1.5k | 330.12 |
|
| Dominion Resources (D) | 0.1 | $489k | +14% | 7.2k | 68.29 |
|
| D.R. Horton (DHI) | 0.0 | $484k | -33% | 3.0k | 162.88 |
|
| Vulcan Materials Company (VMC) | 0.0 | $482k | 1.6k | 295.01 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $480k | -19% | 3.9k | 123.11 |
|
| General Dynamics Corporation (GD) | 0.0 | $466k | +11% | 1.3k | 354.24 |
|
| Bank of America Corporation (BAC) | 0.0 | $452k | 7.9k | 56.98 |
|
|
| Anthem (ELV) | 0.0 | $442k | 1.1k | 386.73 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $418k | 3.8k | 110.32 |
|
|
| CSX Corporation (CSX) | 0.0 | $417k | 8.8k | 47.53 |
|
|
| Chubb (CB) | 0.0 | $412k | +10% | 1.2k | 340.89 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $409k | -35% | 1.7k | 246.21 |
|
| UnitedHealth (UNH) | 0.0 | $407k | -7% | 980.00 | 415.63 |
|
| Fastenal Company (FAST) | 0.0 | $406k | -2% | 8.5k | 48.03 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $390k | -2% | 745.00 | 523.24 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $378k | 8.2k | 46.05 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $371k | -12% | 4.0k | 92.28 |
|
| Ecolab (ECL) | 0.0 | $370k | +4% | 1.3k | 279.27 |
|
| salesforce (CRM) | 0.0 | $365k | -25% | 2.3k | 156.86 |
|
| Synopsys (SNPS) | 0.0 | $361k | -4% | 810.00 | 446.07 |
|
| Advanced Micro Devices (AMD) | 0.0 | $360k | +262% | 620.00 | 580.91 |
|
| At&t (T) | 0.0 | $355k | +327% | 17k | 20.70 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $350k | +8% | 3.8k | 91.68 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $348k | 10k | 33.84 |
|
|
| Verizon Communications (VZ) | 0.0 | $334k | +206% | 7.9k | 42.34 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $333k | -69% | 14k | 24.14 |
|
| Marvell Technology (MRVL) | 0.0 | $330k | NEW | 1.1k | 297.89 |
|
| Emerson Electric (EMR) | 0.0 | $323k | +20% | 2.3k | 143.15 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $320k | +63% | 804.00 | 397.68 |
|
| Blackrock (BLK) | 0.0 | $310k | -3% | 322.00 | 961.56 |
|
| Deere & Company (DE) | 0.0 | $308k | +52% | 485.00 | 634.33 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $307k | 1.4k | 227.06 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $307k | +17% | 3.4k | 90.46 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $301k | 1.3k | 228.79 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $291k | +92% | 1.2k | 242.67 |
|
| Abbott Laboratories (ABT) | 0.0 | $288k | -4% | 3.2k | 90.74 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $287k | +3% | 5.0k | 57.62 |
|
| Public Storage (PSA) | 0.0 | $285k | +90% | 895.00 | 318.31 |
|
| Trex Company (TREX) | 0.0 | $285k | 5.7k | 50.04 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $283k | 5.7k | 49.82 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $282k | -4% | 562.00 | 501.66 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $282k | +623% | 369.00 | 763.14 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $279k | 4.8k | 58.24 |
|
|
| Lowe's Companies (LOW) | 0.0 | $279k | 1.3k | 220.49 |
|
|
| Cummins (CMI) | 0.0 | $275k | 386.00 | 713.21 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $274k | +1315% | 1.9k | 146.41 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $271k | 687.00 | 393.96 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $268k | 1.2k | 219.43 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $268k | 1.3k | 211.95 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $268k | 643.00 | 416.50 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $267k | NEW | 2.5k | 106.31 |
|
| Microchip Technology (MCHP) | 0.0 | $266k | 2.9k | 91.20 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $265k | 2.0k | 134.69 |
|
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.0 | $261k | 2.4k | 109.11 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $260k | -52% | 511.00 | 509.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $260k | 2.2k | 117.67 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $260k | 1.8k | 144.61 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $259k | -7% | 11k | 24.55 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $251k | -28% | 2.9k | 85.22 |
|
| Cadence Design Systems (CDNS) | 0.0 | $250k | -29% | 667.00 | 375.32 |
|
| Honeywell International (HON) | 0.0 | $249k | NEW | 1.1k | 223.80 |
|
| CenterPoint Energy (CNP) | 0.0 | $248k | +14% | 5.6k | 44.04 |
|
| Honeywell Aerospace (HONA) | 0.0 | $246k | NEW | 1.1k | 221.08 |
|
| Micron Technology (MU) | 0.0 | $239k | 207.00 | 1154.85 |
|
|
| Boeing Company (BA) | 0.0 | $239k | +2% | 1.1k | 216.47 |
|
| Roper Industries (ROP) | 0.0 | $236k | -39% | 697.00 | 338.39 |
|
| Pfizer (PFE) | 0.0 | $227k | 9.4k | 24.08 |
|
|
| Intel Corporation (INTC) | 0.0 | $224k | +35% | 1.6k | 139.63 |
|
| McKesson Corporation (MCK) | 0.0 | $222k | 294.00 | 756.42 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $221k | 850.00 | 260.44 |
|
|
| American Tower Reit (AMT) | 0.0 | $221k | 1.3k | 165.28 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $218k | -12% | 732.00 | 298.07 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $215k | -2% | 1.7k | 124.44 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $208k | 604.00 | 344.32 |
|
|
| Walt Disney Company (DIS) | 0.0 | $204k | +17% | 2.1k | 96.76 |
|
| Progressive Corporation (PGR) | 0.0 | $203k | +18% | 928.00 | 218.45 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $202k | 373.00 | 541.83 |
|
|
| Philip Morris International (PM) | 0.0 | $200k | 1.1k | 181.82 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $198k | +499% | 2.4k | 82.62 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $198k | 2.2k | 89.92 |
|
|
| Capital One Financial (COF) | 0.0 | $197k | +11% | 983.00 | 200.62 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $194k | +8% | 945.00 | 205.02 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $193k | 3.2k | 60.79 |
|
|
| United Bankshares (UBSI) | 0.0 | $192k | 4.2k | 46.21 |
|
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $190k | 2.0k | 94.47 |
|
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $188k | 30k | 6.25 |
|
|
| Analog Devices (ADI) | 0.0 | $186k | +16% | 468.00 | 397.17 |
|
| Metropcs Communications (TMUS) | 0.0 | $186k | +2% | 1.1k | 167.73 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $184k | 1.3k | 137.48 |
|
|
| TowneBank (TOWN) | 0.0 | $183k | 5.0k | 36.52 |
|
|
| First Virginia Community Bank (FVCB) | 0.0 | $180k | 10k | 17.50 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $176k | 250.00 | 705.04 |
|
|
| 3M Company (MMM) | 0.0 | $175k | +13% | 1.1k | 161.91 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $174k | 1.3k | 137.54 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $167k | 930.00 | 179.53 |
|
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $164k | 9.5k | 17.35 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $163k | -11% | 443.00 | 368.38 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $163k | 913.00 | 178.60 |
|
|
| Fulton Financial (FULT) | 0.0 | $163k | -43% | 6.7k | 24.19 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $161k | +426% | 1.3k | 124.42 |
|
| Booking Holdings (BKNG) | 0.0 | $160k | +3233% | 900.00 | 178.24 |
|
| Ameriprise Financial (AMP) | 0.0 | $157k | +131% | 342.00 | 458.76 |
|
| L3harris Technologies (LHX) | 0.0 | $155k | 533.00 | 290.59 |
|
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.0 | $154k | 3.4k | 45.46 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $152k | +5% | 3.8k | 39.92 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $150k | -26% | 1.8k | 83.75 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $146k | 1.0k | 146.41 |
|
|
| American Water Works (AWK) | 0.0 | $145k | 1.1k | 131.58 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $144k | +9% | 2.0k | 73.35 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $141k | 582.00 | 242.42 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $139k | +41% | 884.00 | 156.72 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $135k | -9% | 2.5k | 53.11 |
|
| Dollar Tree (DLTR) | 0.0 | $134k | 1.1k | 120.95 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $133k | -60% | 402.00 | 329.81 |
|
| Wec Energy Group (WEC) | 0.0 | $132k | 1.1k | 116.77 |
|
|
| Tower Semiconductor Shs New (TSEM) | 0.0 | $130k | 500.00 | 260.64 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $127k | -17% | 469.00 | 270.84 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $125k | 1.2k | 104.10 |
|
|
| PNC Financial Services (PNC) | 0.0 | $125k | +266% | 506.00 | 246.22 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $124k | 2.5k | 50.39 |
|
|
| Ametek (AME) | 0.0 | $123k | +78% | 510.00 | 241.94 |
|
| Globe Life (GL) | 0.0 | $121k | 675.00 | 178.68 |
|
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $118k | +70% | 1.4k | 85.66 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $118k | 3.9k | 30.17 |
|
Past Filings by Evermay Wealth Management
SEC 13F filings are viewable for Evermay Wealth Management going back to 2013
- Evermay Wealth Management 2026 Q2 filed July 27, 2026
- Evermay Wealth Management 2026 Q1 filed May 12, 2026
- 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