Evermay Wealth Management LLC Purchases in Q2 2025

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LPG
Dorian Lpg Ltd.

Energy
1.3K
New
$17.34 - $25.75 $22.5K - $33.5K
1.3K $31K
MA
Mastercard Inc

Financial Services
13
+ 0.75%
$479.92 - $590.74 $6.24K - $7.68K
1.74K $978K
EW
Edwards Lifesciences Corp

Healthcare
156
+ 5.52%
$67.07 - $78.22 $10.5K - $12.2K
2.98K $233K
MTB
M&T Bank Corp

Financial Services
147
New
$156.58 - $193.99 $23K - $28.5K
147 $28K
FAST
Fastenal CO

Industrials
4.34K
+ 100.0%
$40.65 - $83.16 $177K - $361K
8.68K $364K
NEM
Newmont Corp

Basic Materials
400
+ 408.16%
$44.18 - $59.46 $17.7K - $23.8K
498 $29K
XLK
Technology Sector Spdr

ETFs
100
New
$179.73 - $253.23 $18K - $25.3K
100 $25K
GENC
Gencor Industries Inc

Industrials
1.85K
New
$10.92 - $14.8 $20.2K - $27.4K
1.85K $25K
DHI
Horton D R Inc

Consumer Cyclical
110
+ 2.22%
$115.1 - $129.63 $12.7K - $14.3K
5.07K $654K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.02K
New
$18.94 - $21.67 $19.2K - $22K
1.02K $21K
UNP
Union Pacific Corp

Industrials
130
+ 7.28%
$208.27 - $238.46 $27.1K - $31K
1.92K $440K
CME
Cme Group Inc.

Financial Services
50
+ 14.29%
$252.37 - $290.71 $12.6K - $14.5K
400 $110K
AKAM
Akamai Technologies Inc

Technology
200
New
N/A
200 $18K
PHYS
Sprott Physical Gold Trust

Financial Services
441
+ 11.29%
$22.82 - $26.29 $10.1K - $11.6K
4.35K $110K
GM
General Motors CO

Consumer Cyclical
278
+ 19.41%
$42.48 - $50.46 $11.8K - $14K
1.71K $84K
NYT
New York Times CO

Communication Services
300
New
$45.37 - $57.12 $13.6K - $17.1K
300 $16K
CRM
Salesforce, Inc.

Technology
16
+ 0.62%
$236.26 - $291.15 $3.78K - $4.66K
2.61K $710K
BALL
Ball Corp

Consumer Cyclical
60
+ 3.09%
$44.94 - $56.99 $2.7K - $3.42K
2K $112K
ROP
Roper Technologies Inc

Industrials
61
+ 5.75%
$519.19 - $590.78 $31.7K - $36K
1.12K $635K
F
Ford Motor CO

Consumer Cyclical
1K
New
$8.69 - $10.85 $8.69K - $10.9K
1K $10K
PSA
Public Storage

Real Estate
38
+ 13.29%
$266.31 - $309.77 $10.1K - $11.8K
324 $95K
UBER
Uber Technologies, Inc

Technology
50
+ 23.36%
$64.62 - $93.3 $3.23K - $4.67K
264 $24K
MOS
Mosaic CO

Basic Materials
200
+ 190.48%
$22.76 - $36.95 $4.55K - $7.39K
305 $11K
MAS
Masco Corp

Industrials
220
+ 22.09%
$58.73 - $71.06 $12.9K - $15.6K
1.22K $78K
AMD
Advanced Micro Devices Inc

Technology
2
+ 1.06%
$78.21 - $143.81 $156 - $288
190 $26K
DD
Du Pont De Nemours, Inc.

Basic Materials
180
+ 19.01%
$55.13 - $75.25 $9.92K - $13.5K
1.13K $77K
TR
Tootsie Roll Industries Inc

Consumer Defensive
55
+ 2.97%
$29.7 - $36.03 $1.63K - $1.98K
1.91K $63K
AAL
American Airlines Group Inc.

Industrials
400
+ 2000.0%
N/A
420 $4K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
500
New
$8.4 - $8.8 $4.2K - $4.4K
500 $4K
SLB
Schlumberger Limited

Energy
200
+ 38.91%
$31.95 - $42.2 $6.39K - $8.44K
714 $24K
TPL
Texas Pacific Land Corp

Energy
2
New
$1036.28 - $1430.55 $2.07K - $2.86K
2 $2K
EEMV
Ishares Msci Emerging Markets

ETFs
3
+ 0.74%
$54.12 - $62.8 $162 - $188
406 $25K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7
New
$171.4 - $227.1 $1.2K - $1.59K
7 $1K
MKC
Mccormick & CO Inc

Consumer Defensive
154
+ 9.35%
$71.11 - $82.25 $11K - $12.7K
1.8K $136K
CLF
Cleveland Cliffs Inc.

Basic Materials
19
New
$5.83 - $8.88 $111 - $169
19 $0
SM
Sm Energy CO

Energy
5
New
$20.39 - $30.52 $102 - $153
5 $0
UAA
Under Armour, Inc.

Consumer Cyclical
108
+ 1200.0%
$4.94 - $7.03 $534 - $759
117 $0
LUV
Southwest Airlines CO

Industrials
13
New
$24.04 - $34.36 $313 - $447
13 $0
Barrick Mng Corp
305
New
N/A
305 $0
Lam Research Corp
1.29K
+ 55.21%
N/A
3.63K $0
Tortoise Capital Series Trus
3.12K
New
N/A
3.12K $0
Tidal Tr Ii
202
New
N/A
202 $0
AIG
American International Group, Inc.

Financial Services
0
New
$77.56 - $87.72 $0 - $0
0 $0
TDOC
Teladoc Health, Inc.

Healthcare
80
New
$6.51 - $8.71 $521 - $697
80 $0
Tidal Tr Ii
94
New
N/A
94 $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5
New
$45.07 - $52.57 $225 - $263
5 $0
SAM
Boston Beer CO Inc

Consumer Defensive
1
New
$187.06 - $249.73 $187 - $250
1 $0
Ishares Bitcoin Trust ETF
150
+ 15.79%
N/A
1.1K $0
CRH.L
Crh PLC

Basic Materials
10
New
N/A
10 $0
Activity Summary
Buys All Purchases 126 New Holdings 32 Increased Positions 94 Sells All Sells 128 Reductions 127 Sold out 1 Options Calls 0 Puts 0
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