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
Oragenics Inc
1
New
N/A
1 $0
Morgan Stanley ETF Trust
413
+ 24.45%
N/A
2.1K $0
MAIN
Main Street Capital Corp

Financial Services
10
New
$49.15 - $59.32 $492 - $593
10 $0
Fidelity Wise Origin Bitcoin
10
New
N/A
10 $0
JKS
Jinko Solar Holding Co., Ltd.

Technology
6
New
$13.88 - $21.64 $83.3 - $130
6 $0
Ge Healthcare Technologies I
66
+ 6.4%
N/A
1.1K $0
Ge Vernova Inc
80
+ 19.05%
N/A
500 $0
CAG
Conagra Brands Inc.

Consumer Defensive
10
New
$20.4 - $26.78 $204 - $268
10 $0
Blackrock Inc
10
+ 3.02%
N/A
341 $0
BITO
Proshares Tr Bitcoin Strategy

ETFs
5
New
$16.69 - $23.43 $83.5 - $117
5 $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
90
+ 150.0%
$17.1 - $63.66 $1.54K - $5.73K
150 $2K
MDLZ
Mondelez International, Inc.

Consumer Defensive
19
+ 0.36%
$63.54 - $68.5 $1.21K - $1.3K
5.27K $355K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
420
+ 1400.0%
$87.84 - $1441.89 $36.9K - $606K
450 $40K
TMUS
T Mobile Us, Inc.

Communication Services
154
+ 10.87%
$220.99 - $268.54 $34K - $41.4K
1.57K $374K
PGR
Progressive Corp

Financial Services
39
+ 3.15%
$255.27 - $288.74 $9.96K - $11.3K
1.28K $341K
CB
Chubb LTD

Financial Services
38
+ 2.31%
$274.32 - $302.46 $10.4K - $11.5K
1.68K $487K
APD
Air Products & Chemicals, Inc.

Basic Materials
51
+ 2.28%
$248.61 - $294.96 $12.7K - $15K
2.29K $645K
ACN
Accenture PLC

Technology
15
+ 0.71%
$279.23 - $323.21 $4.19K - $4.85K
2.13K $635K
DHR
Danaher Corp

Healthcare
246
+ 2.38%
$174.64 - $205.16 $43K - $50.5K
10.6K $2.09M
BNL
Broadstone Net Lease, Inc.

Real Estate
656
+ 1.4%
$14.72 - $17.13 $9.66K - $11.2K
47.6K $763K
XOM
Exxon Mobil Corp

Energy
470
+ 4.25%
$99.93 - $119.04 $47K - $55.9K
11.5K $1.24M
CVX
Chevron Corp

Energy
176
+ 3.96%
$133.73 - $168.51 $23.5K - $29.7K
4.63K $662K
MRK
Merck & Co., Inc.

Healthcare
305
+ 1.91%
$73.47 - $87.12 $22.4K - $26.6K
16.3K $1.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.05%
$483.48 - $539.8 $1.93K - $2.16K
7.46K $3.62M
AAPL
Apple Inc.

Technology
652
+ 1.12%
$172.42 - $223.89 $112K - $146K
59.1K $12.1M
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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