Evermay Wealth Management LLC Purchases in Q1 2025

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.72M
+ 245.22%
$27.64 - $28.58 $75.1M - $77.7M
3.83M $109M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.83M
+ 542.46%
$28.92 - $29.24 $53M - $53.6M
2.17M $63.5M
IAUM
I Shares Gold Trust Micro

ETFs
80.2K
+ 2126.83%
$26.29 - $31.17 $2.11M - $2.5M
84K $2.62M
AMZN
Amazon Com Inc

Consumer Cyclical
17.3K
+ 39.52%
$190.26 - $242.06 $3.29M - $4.19M
61.1K $11.6M
SPMD
Spdr Portfolio

ETFs
30.9K
+ 14.87%
$50.21 - $57.73 $1.55M - $1.78M
239K $12.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
23.2K
+ 6.94%
$29.72 - $31.94 $689K - $740K
357K $11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.6K
+ 14.01%
$64.88 - $72.1 $1.08M - $1.2M
135K $8.89M
DFAI
Dimensional ETF Tr

ETFs
14K
+ 14.97%
$28.88 - $32.4 $404K - $453K
107K $3.36M
IBM
International Business Machines Corp

Technology
1.51K
+ 155.02%
$217.4 - $264.74 $329K - $401K
2.49K $618K
NOC
Northrop Grumman Corp

Industrials
400
+ 20.29%
$433.45 - $513.82 $173K - $206K
2.37K $1.21M
TSLA
Tesla, Inc.

Consumer Cyclical
1.88K
+ 121.0%
$222.15 - $428.22 $419K - $807K
3.44K $891K
PAPR
Innovator U.S. Equity Power Bu

ETFs
8.24K
+ 27.76%
$35.21 - $37.69 $290K - $310K
37.9K $1.35M
NFLX
Netflix Inc

Communication Services
184
+ 23.65%
$828.4 - $1058.6 $152K - $195K
962 $897K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.05%
$114.1 - $135.66 $571 - $678
10.9K $1.44M
PG
Procter & Gamble CO

Consumer Defensive
929
+ 12.9%
$158.56 - $176.26 $147K - $164K
8.13K $1.39M
CNP
Centerpoint Energy Inc

Utilities
4.92K
New
$30.87 - $36.25 $152K - $178K
4.92K $178K
MSTR
Microstrategy Inc

Technology
580
New
$239.27 - $396.5 $139K - $230K
580 $167K
VEA
Vanguard Ftse Developed Market

ETFs
103
+ 0.22%
$47.4 - $52.99 $4.88K - $5.46K
47.9K $2.43M
GE
General Electric CO

Industrials
431
+ 28.54%
$168.59 - $212.13 $72.7K - $91.4K
1.94K $388K
PFEB
Innovator U.S. Equity Power Bu

ETFs
3.66K
New
$35.54 - $37.44 $130K - $137K
3.66K $130K
WEC
Wec Energy Group, Inc.

Utilities
1.13K
New
$92.12 - $108.98 $104K - $123K
1.13K $122K
CVX
Chevron Corp

Energy
24
+ 0.54%
$146.71 - $167.97 $3.52K - $4.03K
4.45K $744K
T
At&T Inc.

Communication Services
3.48K
+ 657.36%
$21.56 - $28.28 $75.1K - $98.5K
4.01K $113K
BA
Boeing CO

Industrials
578
+ 259.19%
$148.15 - $186.25 $85.6K - $108K
801 $136K
EFSI
Eagle Financial Services Inc

Financial Services
2.61K
New
$32.18 - $36.4 $84K - $95K
2.61K $85K
PCG
Pg&E Corp

Utilities
4.78K
New
$15.16 - $20.4 $72.4K - $97.4K
4.78K $82K
VZ
Verizon Communications Inc

Communication Services
1.39K
+ 40.63%
$37.81 - $46.49 $52.4K - $64.5K
4.8K $217K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
400
New
$186.55 - $250.04 $74.6K - $100K
400 $80K
MDLZ
Mondelez International, Inc.

Consumer Defensive
275
+ 5.53%
$56.12 - $68.15 $15.4K - $18.7K
5.25K $356K
TR
Tootsie Roll Industries Inc

Consumer Defensive
1.85K
New
$30.44 - $32.85 $56.4K - $60.9K
1.85K $58K
UNH
Unitedhealth Group Inc

Healthcare
29
+ 1.22%
$461.52 - $548.18 $13.4K - $15.9K
2.41K $1.26M
PGR
Progressive Corp

Financial Services
1
+ 0.08%
$235.61 - $291.22 $236 - $291
1.24K $350K
GS
Goldman Sachs Group Inc

Financial Services
100
+ 88.5%
$524.81 - $672.19 $52.5K - $67.2K
213 $116K
AMT
American Tower Corp

Real Estate
10
+ 0.72%
$173.46 - $217.6 $1.73K - $2.18K
1.4K $304K
SYK
Stryker Corp

Healthcare
22
+ 0.68%
$355.18 - $399.9 $7.81K - $8.8K
3.25K $1.21M
SCHW
Schwab Charles Corp

Financial Services
301
+ 6.52%
$71.24 - $83.64 $21.4K - $25.2K
4.92K $384K
VGT
Vanguard Information Technolog

ETFs
75
+ 300.0%
$542.38 - $646.34 $40.7K - $48.5K
100 $54K
NRG
Nrg Energy, Inc.

Utilities
373
New
$84.82 - $113.33 $31.6K - $42.3K
373 $35K
AEP
American Electric Power CO Inc

Utilities
240
+ 141.18%
$90.32 - $109.27 $21.7K - $26.2K
410 $44K
EBAY
Ebay Inc

Consumer Cyclical
358
New
$61.61 - $70.93 $22.1K - $25.4K
358 $24K
PYPL
Pay Pal Holdings, Inc.

Financial Services
363
+ 726.0%
$65.15 - $91.81 $23.6K - $33.3K
413 $26K
SLB
Schlumberger Limited

Energy
500
+ 3571.43%
$38.4 - $43.74 $19.2K - $21.9K
514 $21K
HAL
Halliburton CO

Energy
778
New
$24.15 - $29.9 $18.8K - $23.3K
778 $19K
ALB
Albemarle Corp

Basic Materials
306
+ 84.07%
$69.95 - $97.49 $21.4K - $29.8K
670 $48K
CI
Cigna Corp

Healthcare
41
+ 58.57%
$274.49 - $329.0 $11.3K - $13.5K
111 $36K
EW
Edwards Lifesciences Corp

Healthcare
253
+ 9.83%
$67.95 - $76.19 $17.2K - $19.3K
2.83K $204K
VEU
Vanguard Ftse All World Ex Us

ETFs
100
+ 5.28%
$56.51 - $62.98 $5.65K - $6.3K
2K $121K
MAS
Masco Corp

Industrials
200
+ 25.13%
$68.67 - $81.85 $13.7K - $16.4K
996 $69K
KD
Kyndryl Holdings, Inc.

Technology
327
New
$31.32 - $43.45 $10.2K - $14.2K
327 $10K
Activity Summary
Buys All Purchases 104 New Holdings 39 Increased Positions 65 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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