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
BND
Vanguard Bd Index Fd Inc Total

ETFs
113
New
$71.17 - $73.66 $8.04K - $8.32K
113 $8K
IFF
International Flavors & Fragrances Inc

Basic Materials
110
+ 33.33%
$76.48 - $87.72 $8.41K - $9.65K
440 $34K
WBD
Warner Bros. Discovery, Inc.

Communication Services
713
+ 10185.71%
$9.47 - $11.46 $6.75K - $8.17K
720 $7K
BAC
Bank Of America Corp

Financial Services
565
+ 6.94%
$39.61 - $47.74 $22.4K - $27K
8.71K $363K
BALL
Ball Corp

Consumer Cyclical
200
+ 11.47%
$49.04 - $56.53 $9.81K - $11.3K
1.94K $101K
NUE
Nucor Corp

Basic Materials
50
New
$114.48 - $142.52 $5.72K - $7.13K
50 $6K
DD
Du Pont De Nemours, Inc.

Basic Materials
85
+ 9.86%
$72.7 - $84.32 $6.18K - $7.17K
947 $70K
CTVA
Corteva, Inc.

Basic Materials
85
New
$55.94 - $66.15 $4.75K - $5.62K
85 $5K
VOD
Vodafone Group Public LTD CO

Communication Services
585
+ 14625.0%
$8.05 - $9.86 $4.71K - $5.77K
589 $5K
BKR
Baker Hughes CO

Energy
107
New
$41.16 - $48.85 $4.4K - $5.23K
107 $4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
58
New
$76.94 - $78.28 $4.46K - $4.54K
58 $4K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
17
New
$175.5 - $209.86 $2.98K - $3.57K
17 $3K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
216
New
$14.67 - $22.01 $3.17K - $4.75K
216 $3K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
64
+ 69.57%
$32.74 - $36.2 $2.1K - $2.32K
156 $5K
DOW
Dow Inc.

Basic Materials
85
New
$34.36 - $41.92 $2.92K - $3.56K
85 $2K
MOS
Mosaic CO

Basic Materials
105
New
$23.08 - $28.8 $2.42K - $3.02K
105 $2K
VNQ
Vanguard Specialized Funds Van

ETFs
6
+ 2.47%
$85.55 - $94.34 $513 - $566
249 $22K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
14
New
$113.22 - $126.36 $1.59K - $1.77K
14 $1K
SCHP
Schwab Strategic Us Tips ETF

ETFs
48
New
$25.69 - $26.89 $1.23K - $1.29K
48 $1K
JNK
Spdr Bloomberg High Yield Bond

ETFs
12
New
$94.86 - $97.12 $1.14K - $1.17K
12 $1K
ZTS
Zoetis Inc.

Healthcare
3
+ 6.0%
$156.48 - $175.67 $469 - $527
53 $8K
PFE
Pfizer Inc

Healthcare
636
+ 4.73%
$25.01 - $27.13 $15.9K - $17.3K
14.1K $357K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
18
New
$22.98 - $24.13 $414 - $434
18 $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
6
New
$38.22 - $41.19 $229 - $247
6 $0
AAL
American Airlines Group Inc.

Industrials
20
New
N/A
20 $0
CVU
Cpi Aerostructures, Inc.

Industrials
205
New
$3.19 - $5.67 $654 - $1.16K
205 $0
VTRS
Viatris Inc

Healthcare
124
+ 43.97%
$8.68 - $12.42 $1.08K - $1.54K
406 $3K
Innovator Etfs Trust
1.13K
New
N/A
1.13K $0
Ge Vernova Inc
115
+ 37.7%
N/A
420 $0
Ge Healthcare Technologies I
133
+ 14.81%
N/A
1.03K $0
Aegon LTD
1.25K
New
N/A
1.25K $0
EMB
Ishares Tr

ETFs
11
New
$88.64 - $92.03 $975 - $1.01K
11 $0
RIG
Transocean Ltd.

Energy
91
New
$2.67 - $4.28 $243 - $389
91 $0
NTRS
Northern Trust Corp

Financial Services
5
New
$96.09 - $113.81 $480 - $569
5 $0
Millrose Pptys Inc
12
New
N/A
12 $0
CC
Chemours CO

Basic Materials
40
New
$13.41 - $19.99 $536 - $800
40 $0
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
325
New
$0.67 - $1.81 $218 - $588
325 $0
OGN
Organon & Co.

Healthcare
48
New
$14.29 - $16.41 $686 - $788
48 $0
LUMN
Lumen Technologies, Inc.

Communication Services
233
New
$3.92 - $5.92 $913 - $1.38K
233 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
2
+ 0.38%
$156.61 - $168.02 $313 - $336
534 $85K
GXO
Gxo Logistics, Inc.

Industrials
5
+ 4.35%
$36.31 - $46.18 $182 - $231
120 $4K
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 2.31%
$476.63 - $610.45 $7.63K - $9.77K
709 $351K
PH
Parker Hannifin Corp

Industrials
2
+ 0.45%
$591.65 - $707.05 $1.18K - $1.41K
443 $269K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.53%
$468.34 - $539.52 $937 - $1.08K
379 $177K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.05%
$84.5 - $105.05 $254 - $315
6.34K $556K
VO
Vanguard Mid Cap ETF

ETFs
586
+ 1.83%
$251.87 - $277.95 $148K - $163K
32.6K $8.43M
APH
Amphenol Corp

Technology
17
+ 0.19%
$61.62 - $78.55 $1.05K - $1.34K
9.2K $603K
PANW
Palo Alto Networks Inc

Technology
16
+ 0.34%
$167.82 - $208.28 $2.69K - $3.33K
4.75K $811K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
398
+ 3.3%
$47.79 - $59.89 $19K - $23.8K
12.4K $624K
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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