Evermay Wealth Management LLC Incresed Positions in Q1 2025

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.72M
+ 245.22%
$27.64 - $28.58 $75.1M - $77.7M
3.83M $109M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.83M
+ 542.46%
$28.92 - $29.24 $53M - $53.6M
2.17M $63.5M
IAUM
I Shares Gold Trust Micro

ETFs
80.2K
+ 2126.83%
$26.29 - $31.17 $2.11M - $2.5M
84K $2.62M
AMZN
Amazon Com Inc

Consumer Cyclical
17.3K
+ 39.52%
$190.26 - $242.06 $3.29M - $4.19M
61.1K $11.6M
SPMD
Spdr Portfolio

ETFs
30.9K
+ 14.87%
$50.21 - $57.73 $1.55M - $1.78M
239K $12.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
23.2K
+ 6.94%
$29.72 - $31.94 $689K - $740K
357K $11M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.6K
+ 14.01%
$64.88 - $72.1 $1.08M - $1.2M
135K $8.89M
DFAI
Dimensional ETF Tr

ETFs
14K
+ 14.97%
$28.88 - $32.4 $404K - $453K
107K $3.36M
IBM
International Business Machines Corp

Technology
1.51K
+ 155.02%
$217.4 - $264.74 $329K - $401K
2.49K $618K
NOC
Northrop Grumman Corp

Industrials
400
+ 20.29%
$433.45 - $513.82 $173K - $206K
2.37K $1.21M
PAPR
Innovator U.S. Equity Power Bu

ETFs
8.24K
+ 27.76%
$35.21 - $37.69 $290K - $310K
37.9K $1.35M
TSLA
Tesla, Inc.

Consumer Cyclical
1.88K
+ 121.0%
$222.15 - $428.22 $419K - $807K
3.44K $891K
NFLX
Netflix Inc

Communication Services
184
+ 23.65%
$828.4 - $1058.6 $152K - $195K
962 $897K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.05%
$114.1 - $135.66 $571 - $678
10.9K $1.44M
PG
Procter & Gamble CO

Consumer Defensive
929
+ 12.9%
$158.56 - $176.26 $147K - $164K
8.13K $1.39M
VEA
Vanguard Ftse Developed Market

ETFs
103
+ 0.22%
$47.4 - $52.99 $4.88K - $5.46K
47.9K $2.43M
GE
General Electric CO

Industrials
431
+ 28.54%
$168.59 - $212.13 $72.7K - $91.4K
1.94K $388K
CVX
Chevron Corp

Energy
24
+ 0.54%
$146.71 - $167.97 $3.52K - $4.03K
4.45K $744K
T
At&T Inc.

Communication Services
3.48K
+ 657.36%
$21.56 - $28.28 $75.1K - $98.5K
4.01K $113K
BA
Boeing CO

Industrials
578
+ 259.19%
$148.15 - $186.25 $85.6K - $108K
801 $136K
VZ
Verizon Communications Inc

Communication Services
1.39K
+ 40.63%
$37.81 - $46.49 $52.4K - $64.5K
4.8K $217K
MDLZ
Mondelez International, Inc.

Consumer Defensive
275
+ 5.53%
$56.12 - $68.15 $15.4K - $18.7K
5.25K $356K
UNH
Unitedhealth Group Inc

Healthcare
29
+ 1.22%
$461.52 - $548.18 $13.4K - $15.9K
2.41K $1.26M
PGR
Progressive Corp

Financial Services
1
+ 0.08%
$235.61 - $291.22 $236 - $291
1.24K $350K
GS
Goldman Sachs Group Inc

Financial Services
100
+ 88.5%
$524.81 - $672.19 $52.5K - $67.2K
213 $116K
AMT
American Tower Corp

Real Estate
10
+ 0.72%
$173.46 - $217.6 $1.73K - $2.18K
1.4K $304K
SYK
Stryker Corp

Healthcare
22
+ 0.68%
$355.18 - $399.9 $7.81K - $8.8K
3.25K $1.21M
SCHW
Schwab Charles Corp

Financial Services
301
+ 6.52%
$71.24 - $83.64 $21.4K - $25.2K
4.92K $384K
VGT
Vanguard Information Technolog

ETFs
75
+ 300.0%
$542.38 - $646.34 $40.7K - $48.5K
100 $54K
AEP
American Electric Power CO Inc

Utilities
240
+ 141.18%
$90.32 - $109.27 $21.7K - $26.2K
410 $44K
PYPL
Pay Pal Holdings, Inc.

Financial Services
363
+ 726.0%
$65.15 - $91.81 $23.6K - $33.3K
413 $26K
SLB
Schlumberger Limited

Energy
500
+ 3571.43%
$38.4 - $43.74 $19.2K - $21.9K
514 $21K
CI
Cigna Corp

Healthcare
41
+ 58.57%
$274.49 - $329.0 $11.3K - $13.5K
111 $36K
ALB
Albemarle Corp

Basic Materials
306
+ 84.07%
$69.95 - $97.49 $21.4K - $29.8K
670 $48K
EW
Edwards Lifesciences Corp

Healthcare
253
+ 9.83%
$67.95 - $76.19 $17.2K - $19.3K
2.83K $204K
VEU
Vanguard Ftse All World Ex Us

ETFs
100
+ 5.28%
$56.51 - $62.98 $5.65K - $6.3K
2K $121K
MAS
Masco Corp

Industrials
200
+ 25.13%
$68.67 - $81.85 $13.7K - $16.4K
996 $69K
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
VOD
Vodafone Group Public LTD CO

Communication Services
585
+ 14625.0%
$8.05 - $9.86 $4.71K - $5.77K
589 $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
85
+ 9.86%
$72.7 - $84.32 $6.18K - $7.17K
947 $70K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
64
+ 69.57%
$32.74 - $36.2 $2.1K - $2.32K
156 $5K
VNQ
Vanguard Specialized Funds Van

ETFs
6
+ 2.47%
$85.55 - $94.34 $513 - $566
249 $22K
ZTS
Zoetis Inc.

Healthcare
3
+ 6.0%
$156.48 - $175.67 $469 - $527
53 $8K
VTRS
Viatris Inc

Healthcare
124
+ 43.97%
$8.68 - $12.42 $1.08K - $1.54K
406 $3K
Ge Healthcare Technologies I
133
+ 14.81%
N/A
1.03K $0
PFE
Pfizer Inc

Healthcare
636
+ 4.73%
$25.01 - $27.13 $15.9K - $17.3K
14.1K $357K
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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