Evermay Wealth Management LLC Reduced Holdings in Q4 2024

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KXI
Ishares Tr Global Consumer Sta

ETFs
-23.9K
- 98.69%
$60.15 - $65.39 $1.44M - $1.56M
317 $19K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17.7K
- 2.49%
$61.68 - $67.87 $1.09M - $1.2M
691K $43.1M
ICF
Ishares Tr

ETFs
-13.8K
- 32.8%
$58.8 - $66.61 $810K - $917K
28.2K $1.7M
PICK
Ishares Inc Msci Global Select

ETFs
-21.8K
- 66.83%
$34.86 - $43.59 $761K - $952K
10.8K $379K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.83K
- 8.24%
$75.1 - $82.99 $363K - $401K
53.8K $4.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.22K
- 4.39%
$570.51 - $610.59 $1.26M - $1.35M
48.3K $28.4M
DHR
Danaher Corp

Healthcare
-452
- 4.05%
$226.16 - $274.52 $102K - $124K
10.7K $2.46M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.88K
- 42.04%
$197.36 - $217.3 $567K - $625K
3.96K $785K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.92K
- 22.05%
$96.64 - $101.23 $476K - $498K
17.4K $1.69M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.46K
- 9.9%
$100.16 - $100.7 $546K - $549K
49.6K $4.98M
MRK
Merck & Co., Inc.

Healthcare
-1.65K
- 9.14%
$96.31 - $114.76 $159K - $190K
16.4K $1.64M
MSFT
Microsoft Corp

Technology
-591
- 3.16%
$406.35 - $454.46 $240K - $269K
18.1K $7.64M
IDV
Ishares Tr

ETFs
-381
- 0.27%
$27.03 - $29.92 $10.3K - $11.4K
138K $3.79M
IWM
Ishares Russell 2000 ETF

ETFs
-1.61K
- 8.83%
$216.13 - $242.4 $348K - $390K
16.6K $3.67M
PEP
Pepsico Inc

Consumer Defensive
-993
- 8.87%
$151.29 - $176.1 $150K - $175K
10.2K $1.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.09K
- 1.96%
$57.53 - $60.83 $120K - $127K
104K $6M
NEE
Nextera Energy Inc

Utilities
-94
- 0.39%
$69.77 - $85.43 $6.56K - $8.03K
24K $1.72M
AMAT
Applied Materials Inc

Technology
-899
- 21.71%
$161.44 - $213.89 $145K - $192K
3.24K $527K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-874
- 0.83%
$113.92 - $127.38 $99.6K - $111K
105K $12.1M
JNJ
Johnson & Johnson

Healthcare
-828
- 9.72%
$143.34 - $165.86 $119K - $137K
7.69K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
-128
- 5.1%
$485.52 - $625.25 $62.1K - $80K
2.38K $1.21M
VEA
Vanguard Ftse Developed Market

ETFs
-319
- 0.66%
$47.57 - $52.44 $15.2K - $16.7K
47.8K $2.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.37K
- 1.5%
$126.68 - $134.74 $173K - $184K
89.6K $11.4M
VHT
Vanguard Health Care ETF

ETFs
-766
- 79.46%
$250.81 - $283.3 $192K - $217K
198 $50K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-617
- 52.69%
$340.59 - $380.5 $210K - $235K
554 $202K
PFE
Pfizer Inc

Healthcare
-5.46K
- 28.85%
$24.8 - $30.19 $135K - $165K
13.5K $357K
HD
Home Depot, Inc.

Consumer Cyclical
-175
- 2.43%
$385.02 - $431.37 $67.4K - $75.5K
7.01K $2.73M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-995
- 5.13%
$42.32 - $55.35 $42.1K - $55.1K
18.4K $786K
ABBV
Abb Vie Inc.

Healthcare
-52
- 0.69%
$164.99 - $203.87 $8.58K - $10.6K
7.48K $1.33M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-287
- 0.78%
$44.04 - $49.49 $12.6K - $14.2K
36.3K $1.6M
XOM
Exxon Mobil Corp

Energy
-332
- 2.84%
$105.51 - $125.37 $35K - $41.6K
11.4K $1.22M
UPS
United Parcel Service Inc

Industrials
-925
- 34.58%
$122.65 - $138.35 $113K - $128K
1.75K $220K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1K
- 16.73%
$59.25 - $72.99 $59.3K - $73K
4.98K $297K
NOC
Northrop Grumman Corp

Industrials
-50
- 2.47%
$466.52 - $543.88 $23.3K - $27.2K
1.97K $924K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-115
- 14.84%
$501.29 - $612.85 $57.6K - $70.5K
660 $343K
SNPS
Synopsys Inc

Technology
-202
- 11.38%
$485.36 - $588.0 $98K - $119K
1.57K $763K
COST
Costco Wholesale Corp

Consumer Defensive
-211
- 10.17%
$873.59 - $994.69 $184K - $210K
1.86K $1.71M
MCHP
Microchip Technology Inc

Technology
-700
- 17.56%
$55.51 - $79.05 $38.9K - $55.3K
3.29K $188K
VOE
Vanguard Mid Cap Value Index F

ETFs
-760
- 58.82%
$160.89 - $176.18 $122K - $134K
532 $86K
MTCH
Match Group, Inc.

Communication Services
-3.22K
- 65.2%
$30.29 - $38.64 $97.4K - $124K
1.72K $56K
LOW
Lowes Companies Inc

Consumer Cyclical
-338
- 17.22%
$244.52 - $284.07 $82.6K - $96K
1.63K $401K
ROP
Roper Technologies Inc

Industrials
-163
- 13.26%
$519.85 - $575.95 $84.7K - $93.9K
1.07K $554K
URI
United Rentals, Inc.

Industrials
-28
- 2.95%
$704.44 - $880.32 $19.7K - $24.6K
920 $648K
VOT
Vanguard Mid Cap Growth Index

ETFs
-475
- 59.3%
$241.48 - $274.89 $115K - $131K
326 $82K
MCD
Mcdonalds Corp

Consumer Cyclical
-87
- 1.48%
$288.47 - $316.54 $25.1K - $27.5K
5.81K $1.68M
MAS
Masco Corp

Industrials
-1.12K
- 58.39%
$72.52 - $85.73 $81K - $95.8K
796 $57K
KO
Coca Cola CO

Consumer Defensive
-230
- 2.76%
$61.74 - $71.71 $14.2K - $16.5K
8.1K $504K
NSC
Norfolk Southern Corp

Industrials
-125
- 2.72%
$230.6 - $277.0 $28.8K - $34.6K
4.47K $1.05M
STZ
Constellation Brands, Inc.

Consumer Defensive
-344
- 85.15%
$219.66 - $257.62 $75.6K - $88.6K
60 $13K
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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