Evermay Wealth Management LLC New Holdings in Q2 2025

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.2K
New
$24.54 - $25.07 $692K - $707K
28.2K $706K
FDVV
Fidelity High Dividend ETF

ETFs
600
New
$43.6 - $52.02 $26.2K - $31.2K
600 $31K
LPG
Dorian Lpg Ltd.

Energy
1.3K
New
$17.34 - $25.75 $22.5K - $33.5K
1.3K $31K
MTB
M&T Bank Corp

Financial Services
147
New
$156.58 - $193.99 $23K - $28.5K
147 $28K
XLK
Technology Sector Spdr

ETFs
100
New
$179.73 - $253.23 $18K - $25.3K
100 $25K
GENC
Gencor Industries Inc

Industrials
1.85K
New
$10.92 - $14.8 $20.2K - $27.4K
1.85K $25K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.02K
New
$18.94 - $21.67 $19.2K - $22K
1.02K $21K
AKAM
Akamai Technologies Inc

Technology
200
New
N/A
200 $18K
NYT
New York Times CO

Communication Services
300
New
$45.37 - $57.12 $13.6K - $17.1K
300 $16K
F
Ford Motor CO

Consumer Cyclical
1K
New
$8.69 - $10.85 $8.69K - $10.9K
1K $10K
TPL
Texas Pacific Land Corp

Energy
2
New
$1036.28 - $1430.55 $2.07K - $2.86K
2 $2K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7
New
$171.4 - $227.1 $1.2K - $1.59K
7 $1K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5
New
$45.07 - $52.57 $225 - $263
5 $0
SM
Sm Energy CO

Energy
5
New
$20.39 - $30.52 $102 - $153
5 $0
LUV
Southwest Airlines CO

Industrials
13
New
$24.04 - $34.36 $313 - $447
13 $0
TDOC
Teladoc Health, Inc.

Healthcare
80
New
$6.51 - $8.71 $521 - $697
80 $0
Fidelity Wise Origin Bitcoin
10
New
N/A
10 $0
Tidal Tr Ii
94
New
N/A
94 $0
Tidal Tr Ii
202
New
N/A
202 $0
Tortoise Capital Series Trus
3.12K
New
N/A
3.12K $0
AIG
American International Group, Inc.

Financial Services
0
New
$77.56 - $87.72 $0 - $0
0 $0
Barrick Mng Corp
305
New
N/A
305 $0
CRH.L
Crh PLC

Basic Materials
10
New
N/A
10 $0
JKS
Jinko Solar Holding Co., Ltd.

Technology
6
New
$13.88 - $21.64 $83.3 - $130
6 $0
CAG
Conagra Brands Inc.

Consumer Defensive
10
New
$20.4 - $26.78 $204 - $268
10 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
19
New
$5.83 - $8.88 $111 - $169
19 $0
SAM
Boston Beer CO Inc

Consumer Defensive
1
New
$187.06 - $249.73 $187 - $250
1 $0
Oragenics Inc
1
New
N/A
1 $0
BITO
Proshares Tr Bitcoin Strategy

ETFs
5
New
$16.69 - $23.43 $83.5 - $117
5 $0
Ralliant Corp
664
New
N/A
664 $0
MAIN
Main Street Capital Corp

Financial Services
10
New
$49.15 - $59.32 $492 - $593
10 $0
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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