Evermay Wealth Management LLC Incresed Positions in Q2 2025

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
90.7K
+ 67.08%
$58.41 - $72.69 $5.3M - $6.59M
226K $16.4M
DFAI
Dimensional ETF Tr

ETFs
116K
+ 108.11%
$28.02 - $34.71 $3.26M - $4.03M
224K $7.73M
SPTS
Spdr Portfolio Short Term Trea

ETFs
144K
+ 6.63%
$29.07 - $29.38 $4.18M - $4.22M
2.31M $67.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
118K
+ 3.08%
$28.21 - $28.85 $3.33M - $3.4M
3.94M $113M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
63K
+ 17.64%
$27.26 - $34.48 $1.72M - $2.17M
420K $14.5M
SPMD
Spdr Portfolio

ETFs
30.6K
+ 12.82%
$44.89 - $54.38 $1.37M - $1.66M
269K $14.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.8K
+ 7.59%
$35.35 - $42.68 $699K - $843K
280K $11.9M
NVDA
Nvidia Corp

Technology
318
+ 1.53%
$94.31 - $157.99 $30K - $50.2K
21.1K $3.33M
VO
Vanguard Mid Cap ETF

ETFs
163
+ 0.5%
$228.54 - $279.83 $37.3K - $45.6K
32.7K $9.16M
VB
Vanguard Small Cap ETF

ETFs
2.29K
+ 21.53%
$193.73 - $237.37 $444K - $544K
12.9K $3.07M
GE
General Electric CO

Industrials
1.08K
+ 55.38%
$166.81 - $257.39 $179K - $277K
3.02K $776K
PANW
Palo Alto Networks Inc

Technology
880
+ 18.51%
$152.44 - $204.64 $134K - $180K
5.63K $1.15M
APH
Amphenol Corp

Technology
282
+ 3.06%
$59.09 - $98.75 $16.7K - $27.8K
9.48K $936K
AUB
Atlantic Union Bankshares Corp

Financial Services
10.5K
+ 339.31%
$23.85 - $32.24 $251K - $339K
13.6K $425K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
7.03K
+ 29.21%
$33.11 - $37.79 $233K - $266K
31.1K $1.18M
MAR
Marriott International Inc

Consumer Cyclical
624
+ 21.52%
$211.12 - $274.14 $132K - $171K
3.52K $962K
AXP
American Express CO

Financial Services
111
+ 2.79%
$231.39 - $318.98 $25.7K - $35.4K
4.09K $1.31M
CAT
Caterpillar Inc

Industrials
210
+ 8.96%
$273.94 - $388.21 $57.5K - $81.5K
2.56K $991K
NOW
Service Now, Inc.

Technology
13
+ 1.63%
$721.65 - $1040.18 $9.38K - $13.5K
813 $835K
GOOG
Alphabet Inc.

Communication Services
200
+ 2.91%
$146.58 - $180.01 $29.3K - $36K
7.07K $1.25M
PH
Parker Hannifin Corp

Industrials
194
+ 43.79%
$517.23 - $700.54 $100K - $136K
637 $444K
RTX
Raytheon Technologies Corp

Industrials
73
+ 0.67%
$113.75 - $148.48 $8.3K - $10.8K
11K $1.6M
SNPS
Synopsys Inc

Technology
38
+ 2.48%
$380.9 - $517.66 $14.5K - $19.7K
1.57K $804K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.11K
+ 8.91%
$45.98 - $56.15 $51K - $62.3K
13.6K $761K
CRWD
Crowd Strike Holdings, Inc.

Technology
248
+ 486.27%
$321.63 - $509.31 $79.8K - $126K
299 $152K
PLTR
Palantir Technologies Inc.

Technology
874
+ 43700.0%
$74.01 - $144.25 $64.7K - $126K
876 $119K
QQQ
Invesco Qqq Trust, Series 1

ETFs
147
+ 38.79%
$416.06 - $551.64 $61.2K - $81.1K
526 $290K
WFC
Wells Fargo & Company

Financial Services
400
+ 4.62%
$60.98 - $80.12 $24.4K - $32K
9.07K $726K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 0.98%
$908.13 - $1056.85 $16.3K - $19K
1.85K $1.83M
BSX
Boston Scientific Corp

Healthcare
800
+ 190.93%
$89.7 - $107.41 $71.8K - $85.9K
1.22K $130K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.58K
+ 6.78%
$22.92 - $28.05 $36.3K - $44.4K
24.9K $698K
DE
Deere & CO

Industrials
159
+ 102.58%
$412.99 - $531.48 $65.7K - $84.5K
314 $159K
COF
Capital One Financial Corp

Financial Services
273
+ 37.92%
$150.57 - $212.76 $41.1K - $58.1K
993 $211K
ICE
Intercontinental Exchange, Inc.

Financial Services
92
+ 1.82%
$151.62 - $183.47 $13.9K - $16.9K
5.15K $944K
BA
Boeing CO

Industrials
190
+ 23.72%
$136.59 - $217.51 $26K - $41.3K
991 $207K
BAC
Bank Of America Corp

Financial Services
471
+ 5.41%
$34.39 - $47.46 $16.2K - $22.4K
9.18K $434K
PAPR
Innovator U.S. Equity Power Bu

ETFs
120
+ 0.32%
$33.22 - $37.29 $3.99K - $4.47K
38K $1.42M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.02%
$69.06 - $91.24 $69.1 - $91.2
4.92K $448K
DIS
Walt Disney CO

Communication Services
100
+ 5.06%
$81.72 - $124.01 $8.17K - $12.4K
2.08K $257K
IAU
Ishares Gold Trust

ETFs
29
+ 0.17%
$56.1 - $64.74 $1.63K - $1.88K
17.2K $1.07M
PM
Philip Morris International Inc.

Consumer Defensive
193
+ 19.67%
$149.23 - $184.95 $28.8K - $35.7K
1.17K $213K
CDNS
Cadence Design Systems Inc

Technology
84
+ 18.92%
$231.64 - $323.08 $19.5K - $27.1K
528 $162K
ISRG
Intuitive Surgical Inc

Healthcare
22
+ 3.1%
$451.58 - $565.94 $9.93K - $12.5K
731 $397K
UAL
United Airlines Holdings, Inc.

Industrials
500
+ 454.55%
$56.15 - $84.23 $28.1K - $42.1K
610 $48K
BMY
Bristol Myers Squibb CO

Healthcare
2.31K
+ 47.88%
$44.12 - $59.6 $102K - $138K
7.13K $329K
IEFA
Ishares Tr

ETFs
198
+ 8.73%
$67.83 - $84.09 $13.4K - $16.6K
2.47K $205K
AMGN
Amgen Inc

Healthcare
419
+ 16.12%
$262.28 - $309.85 $110K - $130K
3.02K $842K
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
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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