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 50.34% of Evermay Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BHRB (+$12M), SPTS (+$11M), SPTI (+$7.7M), AAPL, SPYM, DFAI, SPMD, SPSM, IEMG, VGIT.
- Started 53 new stock positions in IUSB, NFRA, VCIT, XLB, IJJ, LVHD, QTUM, EFAV, MTBA, XLF.
- Reduced shares in these 10 stocks: SCHX, VOO, IJH, VTI, IDV, GDX, IAUM, SLV, SGOV, IVV.
- Sold out of its positions in AMLP, ABNB, ALB, AMTM, B, CHRW, CLF, CAG, STZ, CCI.
- Evermay Wealth Management was a net buyer of stock by $30M.
- Evermay Wealth Management has $902M in assets under management (AUM), dropping by 1.22%.
- 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 594 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Evermay Wealth Management has 594 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Evermay Wealth Management March 31, 2026 positions
- Download the Evermay Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPTI) | 15.6 | $141M | +5% | 4.9M | 28.66 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 12.4 | $112M | 4.4M | 25.64 |
|
|
| Spdr Series Trust State Street Spd (SPTS) | 10.0 | $91M | +13% | 3.1M | 29.18 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.8 | $71M | -2% | 118k | 597.55 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.4 | $40M | -3% | 592k | 67.53 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.8 | $35M | 53k | 652.03 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $26M | 39k | 653.20 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 2.4 | $22M | +14% | 283k | 76.54 |
|
| Spdr Series Trust State Street Spd (SPMD) | 2.2 | $20M | +7% | 331k | 59.22 |
|
| Apple (AAPL) | 2.0 | $18M | +22% | 70k | 253.79 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $17M | +18% | 436k | 38.96 |
|
| Spdr Series Trust State Street Spd (SPSM) | 1.7 | $16M | +5% | 322k | 48.32 |
|
| Ishares Core Msci Emkt (IEMG) | 1.6 | $14M | +4% | 207k | 69.75 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.3 | $12M | -2% | 81k | 148.10 |
|
| Burke & Herbert Financial Serv (BHRB) | 1.3 | $12M | NEW | 186k | 62.29 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $11M | -2% | 91k | 124.31 |
|
| Amazon (AMZN) | 1.2 | $11M | 52k | 208.27 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $9.9M | -7% | 31k | 320.81 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $9.6M | 33k | 287.56 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $8.7M | -3% | 30k | 287.18 |
|
| John Marshall Ban (JMSB) | 0.8 | $7.1M | 350k | 20.28 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $6.4M | 17k | 370.18 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $5.3M | 18k | 294.16 |
|
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.6 | $5.1M | -4% | 128k | 40.10 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $4.6M | -8% | 46k | 100.66 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $4.2M | 74k | 56.68 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.7M | +10% | 8.6k | 436.79 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $3.7M | 21k | 174.40 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.6M | 3.9k | 919.77 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.5M | -2% | 14k | 248.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.3M | 6.8k | 479.20 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $3.2M | -4% | 12k | 261.92 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.3 | $3.1M | -18% | 74k | 42.56 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.1M | 14k | 213.67 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.3 | $2.7M | 58k | 46.13 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $2.6M | 4.6k | 572.13 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.5M | +4% | 40k | 64.08 |
|
| Visa Com Cl A (V) | 0.3 | $2.5M | -2% | 8.4k | 302.24 |
|
| Broadcom (AVGO) | 0.3 | $2.4M | +3% | 7.8k | 309.51 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $2.4M | -17% | 26k | 91.77 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.3 | $2.3M | -16% | 50k | 46.70 |
|
| Caterpillar (CAT) | 0.3 | $2.3M | 3.3k | 708.55 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.2M | 11k | 196.20 |
|
|
| Home Depot (HD) | 0.2 | $2.1M | -3% | 6.4k | 328.89 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | 11k | 192.90 |
|
|
| Nextera Energy (NEE) | 0.2 | $2.0M | 22k | 92.88 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.0M | -13% | 21k | 97.13 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.9M | -2% | 6.8k | 286.86 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.8M | -2% | 11k | 169.67 |
|
| Danaher Corporation (DHR) | 0.2 | $1.8M | 9.5k | 189.96 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.8M | 4.2k | 426.41 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | +3% | 1.8k | 996.58 |
|
| Martin Marietta Materials (MLM) | 0.2 | $1.8M | 3.0k | 588.68 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $1.7M | -20% | 25k | 68.14 |
|
| Merck & Co (MRK) | 0.2 | $1.7M | 14k | 120.94 |
|
|
| Northrop Grumman Corporation (NOC) | 0.2 | $1.5M | 2.3k | 682.24 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $1.5M | -4% | 4.9k | 310.81 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $1.5M | 38k | 39.80 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.5M | 17k | 88.16 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.5M | 27k | 54.05 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.4M | -8% | 58k | 24.75 |
|
| Abbvie (ABBV) | 0.2 | $1.4M | 6.4k | 217.50 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.2 | $1.4M | -10% | 11k | 120.04 |
|
| Yum! Brands (YUM) | 0.1 | $1.3M | 8.4k | 155.48 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.3M | -2% | 6.6k | 191.92 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | -9% | 5.2k | 244.44 |
|
| American Express Company (AXP) | 0.1 | $1.2M | 4.1k | 302.48 |
|
|
| TJX Companies (TJX) | 0.1 | $1.2M | -8% | 7.6k | 159.70 |
|
| Moody's Corporation (MCO) | 0.1 | $1.2M | 2.7k | 436.25 |
|
|
| Pepsi (PEP) | 0.1 | $1.2M | -9% | 7.6k | 155.29 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $1.2M | -3% | 29k | 39.94 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | -3% | 8.8k | 130.94 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | -5% | 8.9k | 126.49 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.1M | -3% | 46k | 24.27 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.6k | 144.44 |
|
|
| Brown & Brown (BRO) | 0.1 | $1.1M | 17k | 65.21 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.0M | +5% | 6.4k | 160.32 |
|
| Applied Materials (AMAT) | 0.1 | $1.0M | 3.0k | 341.74 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.0M | +178% | 17k | 59.55 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $1.0M | 11k | 95.99 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.0M | -4% | 3.1k | 329.09 |
|
| Mccormick & Co Com Vtg (MKC.V) | 0.1 | $1.0M | 20k | 50.38 |
|
|
| Norfolk Southern (NSC) | 0.1 | $1.0M | 3.5k | 287.00 |
|
|
| Kinder Morgan (KMI) | 0.1 | $1.0M | -4% | 30k | 33.53 |
|
| Netflix (NFLX) | 0.1 | $995k | -2% | 10k | 96.15 |
|
| Cisco Systems (CSCO) | 0.1 | $990k | -3% | 13k | 77.59 |
|
| Amgen (AMGN) | 0.1 | $989k | +10% | 2.8k | 351.87 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $976k | 39k | 25.10 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $973k | -16% | 3.0k | 327.07 |
|
| Ge Aerospace Com New (GE) | 0.1 | $951k | 3.3k | 284.00 |
|
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $898k | 5.2k | 173.59 |
|
|
| Atlantic Union B (AUB) | 0.1 | $895k | +7% | 25k | 35.74 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $894k | -5% | 8.7k | 102.25 |
|
| Enterprise Products Partners (EPD) | 0.1 | $887k | -4% | 23k | 37.84 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $873k | 1.7k | 499.66 |
|
|
| Chevron Corporation (CVX) | 0.1 | $830k | -7% | 4.0k | 206.91 |
|
| Broadstone Net Lease (BNL) | 0.1 | $805k | -3% | 44k | 18.31 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $793k | -5% | 2.6k | 302.21 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $774k | +10% | 31k | 24.91 |
|
| Intercontinental Exchange (ICE) | 0.1 | $766k | -3% | 4.9k | 157.28 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $758k | 25k | 30.96 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $757k | 3.5k | 213.84 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $750k | -14% | 2.8k | 266.81 |
|
| Oracle Corporation (ORCL) | 0.1 | $737k | -5% | 5.0k | 147.10 |
|
| Tesla Motors (TSLA) | 0.1 | $722k | +10% | 1.9k | 371.75 |
|
| Air Products & Chemicals (APD) | 0.1 | $709k | +10% | 2.4k | 290.49 |
|
| Wells Fargo & Company (WFC) | 0.1 | $709k | 8.9k | 79.61 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $708k | 4.7k | 151.41 |
|
|
| United Rentals (URI) | 0.1 | $672k | 922.00 | 728.56 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $656k | 1.1k | 604.16 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $655k | -5% | 1.8k | 357.67 |
|
| Monster Beverage Corp (MNST) | 0.1 | $645k | 8.9k | 72.46 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $619k | 2.9k | 217.26 |
|
|
| D.R. Horton (DHI) | 0.1 | $614k | 4.5k | 137.22 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $612k | -6% | 4.9k | 124.48 |
|
| International Business Machines (IBM) | 0.1 | $610k | 2.5k | 242.39 |
|
|
| salesforce (CRM) | 0.1 | $584k | -10% | 3.1k | 186.67 |
|
| Rockwell Automation (ROK) | 0.1 | $573k | -4% | 1.6k | 358.88 |
|
| Automatic Data Processing (ADP) | 0.1 | $572k | 2.8k | 204.36 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $534k | +10% | 7.6k | 70.18 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $530k | -2% | 2.6k | 205.80 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $519k | 18k | 29.08 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $519k | -2% | 2.7k | 189.59 |
|
| Coca-Cola Company (KO) | 0.1 | $514k | 6.7k | 76.41 |
|
|
| Honeywell International (HON) | 0.1 | $507k | +59% | 2.2k | 226.03 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $495k | 5.3k | 92.74 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $481k | 15k | 32.95 |
|
|
| Ge Vernova (GEV) | 0.0 | $446k | 511.00 | 873.10 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $444k | -3% | 1.6k | 272.30 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $438k | -8% | 489.00 | 895.24 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $434k | 4.6k | 93.99 |
|
|
| Servicenow (NOW) | 0.0 | $431k | -16% | 4.1k | 104.55 |
|
| Travelers Companies (TRV) | 0.0 | $413k | -2% | 1.4k | 291.68 |
|
| Roper Industries (ROP) | 0.0 | $406k | +56% | 1.1k | 353.86 |
|
| Union Pacific Corporation (UNP) | 0.0 | $405k | +10% | 1.7k | 242.62 |
|
| General Dynamics Corporation (GD) | 0.0 | $405k | 1.2k | 343.22 |
|
|
| Fastenal Company (FAST) | 0.0 | $403k | 8.7k | 46.40 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $388k | -2% | 8.0k | 48.75 |
|
| Dominion Resources (D) | 0.0 | $386k | 6.2k | 61.82 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $369k | +6984% | 6.3k | 58.54 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $368k | 3.8k | 97.23 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $361k | 8.4k | 43.06 |
|
|
| CSX Corporation (CSX) | 0.0 | $360k | 8.8k | 41.05 |
|
|
| Chubb (CB) | 0.0 | $356k | -31% | 1.1k | 326.27 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $353k | 761.00 | 463.78 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $350k | 1.8k | 198.29 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $346k | -6% | 1.0k | 341.66 |
|
| Abbott Laboratories (ABT) | 0.0 | $342k | -2% | 3.3k | 102.67 |
|
| Ecolab (ECL) | 0.0 | $340k | 1.3k | 266.71 |
|
|
| Synopsys (SNPS) | 0.0 | $337k | 850.00 | 396.48 |
|
|
| Anthem (ELV) | 0.0 | $334k | -6% | 1.1k | 292.75 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $327k | 11k | 28.71 |
|
|
| Blackrock (BLK) | 0.0 | $319k | -2% | 332.00 | 961.71 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $319k | -8% | 2.6k | 122.78 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $317k | +12% | 549.00 | 577.18 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $310k | -4% | 4.1k | 74.82 |
|
| Lowe's Companies (LOW) | 0.0 | $301k | 1.3k | 236.28 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $299k | 10k | 29.13 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $299k | 3.5k | 85.23 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $296k | 1.3k | 225.34 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $292k | 4.8k | 60.65 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $289k | 587.00 | 491.84 |
|
|
| UnitedHealth (UNH) | 0.0 | $288k | +4% | 1.1k | 270.59 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $286k | 1.4k | 211.15 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $280k | 643.00 | 435.18 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $276k | -9% | 4.8k | 58.07 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $271k | 2.4k | 112.27 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $267k | 2.0k | 135.46 |
|
|
| Pfizer (PFE) | 0.0 | $266k | +3% | 9.5k | 28.08 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $265k | 5.8k | 45.97 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $263k | -33% | 946.00 | 277.87 |
|
| McKesson Corporation (MCK) | 0.0 | $255k | 294.00 | 866.18 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $254k | 2.2k | 114.99 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $248k | 1.3k | 195.98 |
|
|
| Emerson Electric (EMR) | 0.0 | $245k | 1.9k | 131.02 |
|
|
| Fulton Financial (FULT) | 0.0 | $244k | 12k | 20.34 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $235k | 1.2k | 191.81 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $232k | -12% | 2.9k | 80.08 |
|
| American Tower Reit (AMT) | 0.0 | $231k | -11% | 1.3k | 172.58 |
|
| Metropcs Communications (TMUS) | 0.0 | $227k | -29% | 1.1k | 210.03 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $227k | -36% | 492.00 | 460.99 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $226k | 2.4k | 94.58 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $221k | 373.00 | 592.98 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $216k | 687.00 | 313.81 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $214k | -9% | 498.00 | 430.29 |
|
| Boeing Company (BA) | 0.0 | $214k | +10% | 1.1k | 199.03 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $213k | 1.8k | 118.63 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $213k | -33% | 875.00 | 243.08 |
|
| CenterPoint Energy (CNP) | 0.0 | $212k | 4.9k | 43.16 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $210k | 850.00 | 247.08 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $209k | -6% | 2.3k | 90.53 |
|
| Jacobs Engineering Group (J) | 0.0 | $208k | 1.6k | 127.28 |
|
|
| Cummins (CMI) | 0.0 | $208k | 386.00 | 538.02 |
|
|
| Trex Company (TREX) | 0.0 | $207k | -6% | 5.7k | 36.42 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $197k | 614.00 | 320.55 |
|
|
| Microchip Technology (MCHP) | 0.0 | $188k | 2.9k | 64.61 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $186k | 1.2k | 155.52 |
|
|
| L3harris Technologies (LHX) | 0.0 | $184k | -31% | 533.00 | 345.15 |
|
| Philip Morris International (PM) | 0.0 | $183k | 1.1k | 166.25 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $183k | +21% | 2.4k | 75.10 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $180k | 3.2k | 56.58 |
|
|
| Deere & Company (DE) | 0.0 | $179k | 318.00 | 563.30 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $177k | 3.6k | 49.18 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $177k | 930.00 | 189.75 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $175k | 622.00 | 281.07 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $174k | 2.2k | 79.09 |
|
|
| United Bankshares (UBSI) | 0.0 | $174k | 4.2k | 41.80 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $173k | -33% | 2.8k | 61.26 |
|
| Walt Disney Company (DIS) | 0.0 | $173k | 1.8k | 96.39 |
|
|
| TowneBank (TOWN) | 0.0 | $170k | 5.0k | 33.94 |
|
|
| Goldman Sachs (GS) | 0.0 | $165k | -5% | 195.00 | 845.99 |
|
| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $164k | 9.5k | 17.30 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $163k | -16% | 400.00 | 407.56 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $162k | +5% | 835.00 | 194.14 |
|
| Capital One Financial (COF) | 0.0 | $161k | 883.00 | 182.43 |
|
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $161k | 2.0k | 80.06 |
|
|
| First Virginia Community Bank (FVCB) | 0.0 | $157k | -14% | 10k | 15.19 |
|
| Progressive Corporation (PGR) | 0.0 | $155k | -41% | 782.00 | 198.24 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $155k | 250.00 | 618.28 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $151k | 1.3k | 113.07 |
|
|
| American Water Works (AWK) | 0.0 | $150k | 1.1k | 136.09 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $149k | -8% | 570.00 | 260.60 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $146k | 1.3k | 114.83 |
|
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.0 | $144k | -8% | 3.4k | 42.66 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $138k | 3.9k | 35.44 |
|
|
| 3M Company (MMM) | 0.0 | $138k | 950.00 | 145.23 |
|
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $137k | 30k | 4.58 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $132k | 913.00 | 144.71 |
|
|
| Wec Energy Group (WEC) | 0.0 | $131k | 1.1k | 115.77 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $130k | 1.5k | 88.55 |
|
|
| Verizon Communications (VZ) | 0.0 | $129k | -50% | 2.6k | 50.20 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $128k | 1.0k | 128.12 |
|
|
| Analog Devices (ADI) | 0.0 | $128k | +8% | 401.00 | 318.14 |
|
| Public Storage (PSA) | 0.0 | $127k | -28% | 470.00 | 270.88 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $127k | 582.00 | 218.75 |
|
|
| Dollar Tree (DLTR) | 0.0 | $121k | 1.1k | 109.51 |
|
|
| At&t (T) | 0.0 | $116k | 4.0k | 28.99 |
|
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $116k | 3.2k | 36.12 |
|
|
| Target Corporation (TGT) | 0.0 | $114k | -3% | 943.00 | 121.20 |
|
| Booking Holdings (BKNG) | 0.0 | $114k | 27.00 | 4210.33 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $112k | -7% | 2.5k | 45.65 |
|
| Nike CL B (NKE) | 0.0 | $111k | -10% | 2.1k | 53.14 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $110k | 300.00 | 367.44 |
|
|
| AmerisourceBergen (COR) | 0.0 | $110k | 350.00 | 314.14 |
|
|
| Linde SHS (LIN) | 0.0 | $110k | +19% | 221.00 | 495.76 |
|
| Tortoise Capital Series Trus North Amrcn Pipe (TPYP) | 0.0 | $108k | -17% | 2.6k | 42.36 |
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.0 | $103k | -4% | 2.6k | 39.42 |
|
| Hubbell (HUBB) | 0.0 | $103k | 210.00 | 490.74 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $101k | 1.8k | 56.31 |
|
|
| BlackRock Global Energy & Resources Trus (BGR) | 0.0 | $100k | 5.8k | 17.31 |
|
Past Filings by Evermay Wealth Management
SEC 13F filings are viewable for Evermay Wealth Management going back to 2013
- 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
- Evermay Wealth Management 2022 Q2 filed Aug. 15, 2022