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
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
DHI
Horton D R Inc

Consumer Cyclical
110
+ 2.22%
$115.1 - $129.63 $12.7K - $14.3K
5.07K $654K
ADP
Automatic Data Processing Inc

Industrials
37
+ 1.34%
$276.76 - $326.81 $10.2K - $12.1K
2.8K $863K
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
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
CRM
Salesforce, Inc.

Technology
16
+ 0.62%
$236.26 - $291.15 $3.78K - $4.66K
2.61K $710K
ROP
Roper Technologies Inc

Industrials
61
+ 5.75%
$519.19 - $590.78 $31.7K - $36K
1.12K $635K
PSA
Public Storage

Real Estate
38
+ 13.29%
$266.31 - $309.77 $10.1K - $11.8K
324 $95K
MAS
Masco Corp

Industrials
220
+ 22.09%
$58.73 - $71.06 $12.9K - $15.6K
1.22K $78K
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
DD
Du Pont De Nemours, Inc.

Basic Materials
180
+ 19.01%
$55.13 - $75.25 $9.92K - $13.5K
1.13K $77K
AMD
Advanced Micro Devices Inc

Technology
2
+ 1.06%
$78.21 - $143.81 $156 - $288
190 $26K
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
SLB
Schlumberger Limited

Energy
200
+ 38.91%
$31.95 - $42.2 $6.39K - $8.44K
714 $24K
EEMV
Ishares Msci Emerging Markets

ETFs
3
+ 0.74%
$54.12 - $62.8 $162 - $188
406 $25K
MKC
Mccormick & CO Inc

Consumer Defensive
154
+ 9.35%
$71.11 - $82.25 $11K - $12.7K
1.8K $136K
Ge Vernova Inc
80
+ 19.05%
N/A
500 $0
UAA
Under Armour, Inc.

Consumer Cyclical
108
+ 1200.0%
$4.94 - $7.03 $534 - $759
117 $0
Ishares Bitcoin Trust ETF
150
+ 15.79%
N/A
1.1K $0
Ge Healthcare Technologies I
66
+ 6.4%
N/A
1.1K $0
Lam Research Corp
1.29K
+ 55.21%
N/A
3.63K $0
Morgan Stanley ETF Trust
413
+ 24.45%
N/A
2.1K $0
Blackrock Inc
10
+ 3.02%
N/A
341 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
19
+ 0.36%
$63.54 - $68.5 $1.21K - $1.3K
5.27K $355K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
90
+ 150.0%
$17.1 - $63.66 $1.54K - $5.73K
150 $2K
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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