Evermay Wealth Management LLC Incresed Positions in Q4 2024

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
54
+ 11.32%
$9.69 - $11.4 $523 - $616
531 $5K
Amplify ETF Tr
40
+ 3.79%
N/A
1.1K $0
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
7
+ 0.68%
$104.52 - $115.08 $732 - $806
1.04K $109K
VTWO
Vanguard Russell 2000 ETF

ETFs
2
+ 0.36%
$87.42 - $98.06 $175 - $196
556 $49K
SCHV
Schwab Strategic Tr Us Large C

ETFs
300
+ 200.0%
$25.79 - $80.4 $7.74K - $24.1K
450 $11K
TSCO
Tractor Supply CO

Consumer Cyclical
3
+ 60.0%
$52.59 - $303.74 $158 - $911
8 $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.6K
+ 192.92%
$22.01 - $66.82 $806K - $2.45M
55.6K $1.26M
IEFA
Ishares Tr

ETFs
217
+ 10.01%
$70.06 - $77.43 $15.2K - $16.8K
2.39K $167K
UBER
Uber Technologies, Inc

Technology
14
+ 7.0%
$59.93 - $86.34 $839 - $1.21K
214 $12K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.7K
+ 97.52%
$25.33 - $51.16 $346K - $699K
27.7K $716K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.72K
+ 189.56%
$26.93 - $84.95 $73.4K - $231K
4.16K $113K
CB
Chubb LTD

Financial Services
33
+ 2.01%
$271.57 - $301.89 $8.96K - $9.96K
1.67K $461K
ORCL
Oracle Corp

Technology
7
+ 0.13%
$165.41 - $192.43 $1.16K - $1.35K
5.28K $879K
ICE
Intercontinental Exchange, Inc.

Financial Services
125
+ 2.53%
$148.29 - $166.93 $18.5K - $20.9K
5.07K $755K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
33
+ 0.21%
$26.63 - $30.23 $879 - $998
15.5K $413K
VTV
Vanguard Value ETF

ETFs
109
+ 0.9%
$168.32 - $181.87 $18.3K - $19.8K
12.3K $2.08M
RTX
Raytheon Technologies Corp

Industrials
28
+ 0.26%
$114.45 - $127.21 $3.2K - $3.56K
10.9K $1.26M
BNL
Broadstone Net Lease, Inc.

Real Estate
969
+ 1.97%
$15.86 - $18.7 $15.4K - $18.1K
50.2K $795K
AMGN
Amgen Inc

Healthcare
38
+ 1.45%
$258.78 - $328.31 $9.83K - $12.5K
2.65K $690K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.2K
+ 91.27%
$18.41 - $40.87 $593K - $1.32M
67.5K $1.25M
ELV
Elevance Health, Inc.

Healthcare
89
+ 5.64%
$365.96 - $514.62 $32.6K - $45.8K
1.67K $615K
Activity Summary
Buys All Purchases 106 New Holdings 34 Increased Positions 72 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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