Evermay Wealth Management LLC Purchases in Q4 2024

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.11M
New
$27.8 - $29.05 $30.8M - $32.2M
1.11M $30.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
338K
New
$28.88 - $29.33 $9.76M - $9.91M
338K $9.8M
SPMD
Spdr Portfolio

ETFs
66.5K
+ 47.08%
$54.13 - $59.56 $3.6M - $3.96M
208K $11.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
45.5K
+ 22.54%
$44.33 - $49.55 $2.02M - $2.25M
247K $11.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.37M
+ 196.69%
$22.4 - $68.28 $75.6M - $230M
5.09M $118M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.3K
+ 19.43%
$66.77 - $71.52 $1.29M - $1.38M
119K $8.18M
DFAI
Dimensional ETF Tr

ETFs
44.6K
+ 91.41%
$29.0 - $31.6 $1.29M - $1.41M
93.5K $2.73M
SASR
Sandy Spring Bancorp Inc

Financial Services
11.7K
+ 1296.89%
$30.44 - $38.71 $355K - $452K
12.6K $423K
D
Dominion Energy, Inc

Utilities
5.83K
+ 363.98%
$52.63 - $60.92 $307K - $355K
7.43K $400K
NVDA
Nvidia Corp

Technology
139
+ 0.67%
$117.0 - $148.88 $16.3K - $20.7K
20.8K $2.79M
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 0.97%
$213.65 - $479.86 $3.2K - $7.2K
1.56K $628K
CAT
Caterpillar Inc

Industrials
726
+ 42.66%
$360.37 - $416.88 $262K - $303K
2.43K $880K
APH
Amphenol Corp

Technology
2.16K
+ 30.75%
$62.07 - $75.35 $134K - $163K
9.18K $637K
ISRG
Intuitive Surgical Inc

Healthcare
266
+ 62.3%
$471.27 - $550.62 $125K - $146K
693 $361K
NOW
Service Now, Inc.

Technology
18
+ 2.28%
$867.18 - $1148.42 $15.6K - $20.7K
809 $857K
TMUS
T Mobile Us, Inc.

Communication Services
610
+ 62.82%
$206.1 - $246.94 $126K - $151K
1.58K $348K
PGR
Progressive Corp

Financial Services
554
+ 80.88%
$239.6 - $268.88 $133K - $149K
1.24K $296K
MAR
Marriott International Inc

Consumer Cyclical
38
+ 1.13%
$246.06 - $292.59 $9.35K - $11.1K
3.42K $952K
ROK
Rockwell Automation, Inc

Industrials
164
+ 7.31%
$264.65 - $302.92 $43.4K - $49.7K
2.41K $687K
IEMG
Ishares Inc

ETFs
1.06K
+ 5.22%
N/A
21.3K $1.14M
EPD
Enterprise Products Partners L.P.

Energy
25
+ 0.1%
$28.66 - $34.43 $717 - $861
24.6K $772K
IVW
Ishares S&P 500 Growth ETF

ETFs
430
+ 21.52%
$94.43 - $105.47 $40.6K - $45.4K
2.43K $246K
ADP
Automatic Data Processing Inc

Industrials
16
+ 0.55%
$280.08 - $307.97 $4.48K - $4.93K
2.95K $863K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
333
+ 2.84%
$55.73 - $66.16 $18.6K - $22K
12K $726K
ADBE
Adobe Inc.

Technology
280
+ 27.24%
$437.39 - $552.96 $122K - $155K
1.31K $581K
DUK
Duke Energy Corp

Utilities
1.05K
+ 9.63%
$105.76 - $120.76 $111K - $126K
11.9K $1.28M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
26.7K
+ 8.69%
$30.48 - $34.2 $814K - $913K
334K $10.2M
PANW
Palo Alto Networks Inc

Technology
2.3K
+ 94.5%
$181.96 - $405.9 $419K - $934K
4.74K $862K
FVCB
Fvc Bankcorp, Inc.

Financial Services
2.45K
+ 23.11%
$12.1 - $14.38 $29.7K - $35.3K
13.1K $164K
SBAC
Sba Communications Corp

Real Estate
132
New
$198.24 - $249.31 $26.2K - $32.9K
132 $26K
CLX
Clorox CO

Consumer Defensive
150
+ 20.13%
$156.51 - $169.74 $23.5K - $25.5K
895 $145K
GLD
Spdr Gold Trust

ETFs
100
+ 15.17%
$236.59 - $257.5 $23.7K - $25.8K
759 $183K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.88K
+ 300.0%
$25.93 - $105.3 $204K - $830K
10.5K $292K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
446
+ 318.57%
$39.65 - $43.4 $17.7K - $19.4K
586 $23K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
454
New
$23.42 - $24.25 $10.6K - $11K
454 $10K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.7K
+ 204.68%
$27.54 - $83.04 $433K - $1.3M
23.4K $647K
MKC
Mccormick & CO Inc

Consumer Defensive
274
+ 14.17%
$73.97 - $84.09 $20.3K - $23K
2.21K $168K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
64
+ 38.55%
$47.29 - $84.74 $3.03K - $5.42K
230 $17K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.89%
$486.1 - $608.57 $486 - $609
113 $64K
BALL
Ball Corp

Consumer Cyclical
453
+ 35.12%
$54.84 - $67.94 $24.8K - $30.8K
1.74K $95K
DLR
Digital Realty Trust, Inc.

Real Estate
15
+ 4.23%
$156.46 - $195.69 $2.35K - $2.94K
370 $65K
SNOW
Snowflake Inc.

Technology
20
+ 38.46%
$109.65 - $186.51 $2.19K - $3.73K
72 $11K
EEMV
Ishares Msci Emerging Markets

ETFs
121
+ 42.91%
$57.85 - $63.11 $7K - $7.64K
403 $23K
AMT
American Tower Corp

Real Estate
315
+ 29.33%
$179.4 - $232.01 $56.5K - $73.1K
1.39K $254K
PH
Parker Hannifin Corp

Industrials
3
+ 0.68%
$621.74 - $709.46 $1.87K - $2.13K
441 $280K
CRWD
Crowd Strike Holdings, Inc.

Technology
1
+ 2.0%
$275.15 - $388.2 $275 - $388
51 $17K
ITW
Illinois Tool Works Inc

Industrials
50
+ 4.06%
$253.56 - $278.5 $12.7K - $13.9K
1.28K $325K
AVDE
American Centy ETF Tr Avantis

ETFs
18
New
$60.9 - $66.69 $1.1K - $1.2K
18 $1K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
17
New
$64.85 - $73.04 $1.1K - $1.24K
17 $1K
Activity Summary
Buys All Purchases 106 New Holdings 34 Increased Positions 72 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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