Evermay Wealth Management LLC New Holdings in Q1 2025

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNP
Centerpoint Energy Inc

Utilities
4.92K
New
$30.87 - $36.25 $152K - $178K
4.92K $178K
MSTR
Microstrategy Inc

Technology
580
New
$239.27 - $396.5 $139K - $230K
580 $167K
PFEB
Innovator U.S. Equity Power Bu

ETFs
3.66K
New
$35.54 - $37.44 $130K - $137K
3.66K $130K
WEC
Wec Energy Group, Inc.

Utilities
1.13K
New
$92.12 - $108.98 $104K - $123K
1.13K $122K
EFSI
Eagle Financial Services Inc

Financial Services
2.61K
New
$32.18 - $36.4 $84K - $95K
2.61K $85K
PCG
Pg&E Corp

Utilities
4.78K
New
$15.16 - $20.4 $72.4K - $97.4K
4.78K $82K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
400
New
$186.55 - $250.04 $74.6K - $100K
400 $80K
TR
Tootsie Roll Industries Inc

Consumer Defensive
1.85K
New
$30.44 - $32.85 $56.4K - $60.9K
1.85K $58K
NRG
Nrg Energy, Inc.

Utilities
373
New
$84.82 - $113.33 $31.6K - $42.3K
373 $35K
EBAY
Ebay Inc

Consumer Cyclical
358
New
$61.61 - $70.93 $22.1K - $25.4K
358 $24K
KD
Kyndryl Holdings, Inc.

Technology
327
New
$31.32 - $43.45 $10.2K - $14.2K
327 $10K
BND
Vanguard Bd Index Fd Inc Total

ETFs
113
New
$71.17 - $73.66 $8.04K - $8.32K
113 $8K
NUE
Nucor Corp

Basic Materials
50
New
$114.48 - $142.52 $5.72K - $7.13K
50 $6K
CTVA
Corteva, Inc.

Basic Materials
85
New
$55.94 - $66.15 $4.75K - $5.62K
85 $5K
BKR
Baker Hughes CO

Energy
107
New
$41.16 - $48.85 $4.4K - $5.23K
107 $4K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
60
New
$75.32 - $84.77 $4.52K - $5.09K
60 $4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
58
New
$76.94 - $78.28 $4.46K - $4.54K
58 $4K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
17
New
$175.5 - $209.86 $2.98K - $3.57K
17 $3K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
216
New
$14.67 - $22.01 $3.17K - $4.75K
216 $3K
DOW
Dow Inc.

Basic Materials
85
New
$34.36 - $41.92 $2.92K - $3.56K
85 $2K
MOS
Mosaic CO

Basic Materials
105
New
$23.08 - $28.8 $2.42K - $3.02K
105 $2K
JNK
Spdr Bloomberg High Yield Bond

ETFs
12
New
$94.86 - $97.12 $1.14K - $1.17K
12 $1K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
14
New
$113.22 - $126.36 $1.59K - $1.77K
14 $1K
SCHP
Schwab Strategic Us Tips ETF

ETFs
48
New
$25.69 - $26.89 $1.23K - $1.29K
48 $1K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
18
New
$22.98 - $24.13 $414 - $434
18 $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
6
New
$38.22 - $41.19 $229 - $247
6 $0
RIG
Transocean Ltd.

Energy
91
New
$2.67 - $4.28 $243 - $389
91 $0
OGN
Organon & Co.

Healthcare
48
New
$14.29 - $16.41 $686 - $788
48 $0
AAL
American Airlines Group Inc.

Industrials
20
New
N/A
20 $0
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
325
New
$0.67 - $1.81 $218 - $588
325 $0
CC
Chemours CO

Basic Materials
40
New
$13.41 - $19.99 $536 - $800
40 $0
CVU
Cpi Aerostructures, Inc.

Industrials
205
New
$3.19 - $5.67 $654 - $1.16K
205 $0
Innovator Etfs Trust
1.13K
New
N/A
1.13K $0
EMB
Ishares Tr

ETFs
11
New
$88.64 - $92.03 $975 - $1.01K
11 $0
LUMN
Lumen Technologies, Inc.

Communication Services
233
New
$3.92 - $5.92 $913 - $1.38K
233 $0
Millrose Pptys Inc
12
New
N/A
12 $0
NTRS
Northern Trust Corp

Financial Services
5
New
$96.09 - $113.81 $480 - $569
5 $0
Aegon LTD
1.25K
New
N/A
1.25K $0
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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