Evermay Wealth Management LLC Purchases in Q3 2024

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
55K
+ 63.78%
$50.29 - $54.92 $2.77M - $3.02M
141K $7.72M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
54.5K
+ 36.97%
$41.02 - $46.01 $2.23M - $2.51M
202K $9.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.6K
+ 48.84%
$60.84 - $67.51 $1.98M - $2.2M
99.3K $6.71M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
17.9K
+ 6.18%
$29.23 - $33.51 $523K - $599K
307K $10.2M
SCHO
Schwab Short Term Us Treasury

ETFs
8.6K
+ 26.74%
$47.93 - $49.06 $412K - $422K
40.8K $2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 0.94%
$405.19 - $478.57 $29.6K - $34.9K
7.8K $3.59M
ORCL
Oracle Corp

Technology
693
+ 15.13%
$125.9 - $170.35 $87.2K - $118K
5.27K $898K
PANW
Palo Alto Networks Inc

Technology
717
+ 41.71%
$294.18 - $368.01 $211K - $264K
2.44K $832K
NOW
Service Now, Inc.

Technology
178
+ 29.04%
$730.87 - $937.36 $130K - $167K
791 $707K
VEA
Vanguard Ftse Developed Market

ETFs
324
+ 0.68%
$47.6 - $53.31 $15.4K - $17.3K
48.1K $2.54M
EW
Edwards Lifesciences Corp

Healthcare
2.63K
+ 351.41%
$59.7 - $93.78 $157K - $246K
3.37K $222K
ADP
Automatic Data Processing Inc

Industrials
138
+ 4.94%
$233.44 - $279.45 $32.2K - $38.6K
2.93K $811K
AVGO
Broadcom Inc.

Technology
7.92K
+ 924.62%
$136.27 - $1745.86 $1.08M - $13.8M
8.78K $1.51M
DFAI
Dimensional ETF Tr

ETFs
1.05K
+ 2.2%
$28.69 - $32.06 $30.2K - $33.7K
48.8K $1.55M
ICE
Intercontinental Exchange, Inc.

Financial Services
109
+ 2.25%
$136.93 - $162.81 $14.9K - $17.7K
4.95K $794K
APD
Air Products & Chemicals, Inc.

Basic Materials
60
+ 2.28%
$247.34 - $300.11 $14.8K - $18K
2.69K $799K
KMI
Kinder Morgan, Inc.

Energy
1.1K
+ 3.17%
$19.72 - $22.22 $21.6K - $24.3K
35.7K $787K
IAUM
I Shares Gold Trust Micro

ETFs
3.77K
New
$23.25 - $26.67 $87.7K - $101K
3.77K $99K
PH
Parker Hannifin Corp

Industrials
55
+ 14.36%
$501.01 - $635.92 $27.6K - $35K
438 $276K
ITW
Illinois Tool Works Inc

Industrials
188
+ 17.99%
$233.14 - $263.97 $43.8K - $49.6K
1.23K $323K
YUM
Yum Brands Inc

Consumer Cyclical
25
+ 0.26%
$125.95 - $139.96 $3.15K - $3.5K
9.73K $1.36M
LEU
Centrus Energy Corp

Energy
175
+ 3.5%
$35.36 - $57.72 $6.19K - $10.1K
5.18K $283K
TJX
Tjx Companies Inc

Consumer Cyclical
62
+ 0.74%
$107.93 - $120.23 $6.69K - $7.45K
8.42K $989K
CB
Chubb LTD

Financial Services
49
+ 3.08%
$252.51 - $292.2 $12.4K - $14.3K
1.64K $472K
ISRG
Intuitive Surgical Inc

Healthcare
105
+ 32.61%
$416.14 - $494.01 $43.7K - $51.9K
427 $209K
MAR
Marriott International Inc

Consumer Cyclical
171
+ 5.33%
$211.35 - $255.11 $36.1K - $43.6K
3.38K $839K
ALB
Albemarle Corp

Basic Materials
655
New
$72.85 - $100.09 $47.7K - $65.6K
655 $62K
UNP
Union Pacific Corp

Industrials
90
+ 4.55%
$221.78 - $256.09 $20K - $23K
2.07K $509K
NFLX
Netflix Inc

Communication Services
50
+ 6.82%
$598.55 - $722.26 $29.9K - $36.1K
783 $555K
PGR
Progressive Corp

Financial Services
103
+ 17.7%
$209.46 - $259.24 $21.6K - $26.7K
685 $173K
DGRO
Ishares Core Dividend Growth E

ETFs
211
+ 2.99%
$57.47 - $62.76 $12.1K - $13.2K
7.28K $456K
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 0.16%
$332.02 - $382.76 $2.32K - $2.68K
4.27K $1.6M
MKC
Mccormick & CO Inc

Consumer Defensive
351
+ 22.19%
$69.44 - $84.76 $24.4K - $29.8K
1.93K $159K
SNPS
Synopsys Inc

Technology
340
+ 23.69%
$463.97 - $621.3 $158K - $211K
1.78K $898K
IVE
Ishares S&P 500 Value ETF

ETFs
77
+ 4.43%
$181.06 - $197.17 $13.9K - $15.2K
1.82K $358K
IVW
Ishares S&P 500 Growth ETF

ETFs
367
+ 22.5%
$84.77 - $97.13 $31.1K - $35.6K
2K $191K
QUAL
Ishares Msci Usa Quality Facto

ETFs
161
+ 13.16%
$162.64 - $179.3 $26.2K - $28.9K
1.38K $248K
TMUS
T Mobile Us, Inc.

Communication Services
24
+ 2.53%
$175.14 - $206.36 $4.2K - $4.95K
971 $200K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
655
New
$44.83 - $47.42 $29.4K - $31.1K
655 $30K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
410
New
$60.13 - $68.17 $24.7K - $27.9K
410 $27K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
554
New
$44.24 - $49.47 $24.5K - $27.4K
554 $27K
EFG
Msci Eafe Growth ETF

ETFs
225
+ 833.33%
$96.84 - $108.77 $21.8K - $24.5K
252 $27K
PJUL
Innovator U.S. Equity Power Bu

ETFs
615
New
$37.89 - $40.48 $23.3K - $24.9K
615 $24K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.24K
+ 11.84%
$49.83 - $62.75 $61.8K - $77.8K
11.7K $675K
DG
Dollar General Corp

Consumer Defensive
170
+ 8500.0%
$80.41 - $132.42 $13.7K - $22.5K
172 $14K
VGT
Vanguard Information Technolog

ETFs
25
New
$514.43 - $606.85 $12.9K - $15.2K
25 $14K
ROP
Roper Technologies Inc

Industrials
42
+ 3.54%
$515.25 - $576.55 $21.6K - $24.2K
1.23K $683K
NVDA
Nvidia Corp

Technology
466
+ 2.31%
$98.91 - $134.91 $46.1K - $62.9K
20.6K $2.51M
EQT
Eqt Corp

Energy
400
New
$30.21 - $37.21 $12.1K - $14.9K
400 $14K
Activity Summary
Buys All Purchases 90 New Holdings 35 Increased Positions 55 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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