Evermay Wealth Management LLC Reduced Holdings in Q1 2025

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-75.3K
- 1.48%
$21.75 - $24.28 $1.64M - $1.83M
5.01M $111M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.53K
- 1.13%
$507.05 - $563.67 $775K - $861K
134K $68.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13K
- 1.88%
$57.21 - $65.8 $742K - $854K
679K $39.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.63K
- 7.52%
$554.06 - $615.85 $2.01M - $2.24M
44.7K $25.1M
IAU
Ishares Gold Trust

ETFs
-53.7K
- 75.81%
$49.74 - $58.96 $2.67M - $3.16M
17.1K $1.01M
AAPL
Apple Inc.

Technology
-524
- 0.89%
$209.68 - $247.1 $110K - $129K
58.4K $13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-369
- 0.66%
$551.42 - $612.93 $203K - $226K
55.5K $31.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.58K
- 3.41%
$102.49 - $119.96 $366K - $429K
101K $10.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-22K
- 40.81%
$74.85 - $84.89 $1.64M - $1.86M
31.8K $2.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-14.9K
- 85.75%
$95.85 - $99.25 $1.43M - $1.48M
2.48K $245K
ICF
Ishares Tr

ETFs
-20K
- 71.05%
$57.98 - $63.8 $1.16M - $1.28M
8.17K $502K
MSFT
Microsoft Corp

Technology
-305
- 1.68%
$375.39 - $447.2 $114K - $136K
17.8K $6.69M
SCHO
Schwab Short Term Us Treasury

ETFs
-36.4K
- 38.65%
$24.1 - $24.34 $878K - $887K
57.9K $1.41M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-8.4K
- 16.94%
$100.34 - $100.68 $843K - $846K
41.2K $4.15M
VTI
Vanguard Total Stock Market Et

ETFs
-481
- 1.21%
$271.18 - $303.12 $130K - $146K
39.4K $10.8M
AVGO
Broadcom Inc.

Technology
-251
- 2.97%
$167.43 - $244.7 $42K - $61.4K
8.21K $1.37M
IWM
Ishares Russell 2000 ETF

ETFs
-244
- 1.47%
$198.1 - $229.79 $48.3K - $56.1K
16.4K $3.27M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-7.11K
- 9.94%
$41.09 - $43.24 $292K - $307K
64.4K $2.67M
DHR
Danaher Corp

Healthcare
-389
- 3.63%
$201.62 - $250.59 $78.4K - $97.5K
10.3K $2.12M
ETN
Eaton Corp PLC

Industrials
-505
- 17.69%
$271.83 - $371.23 $137K - $187K
2.35K $638K
IDV
Ishares Tr

ETFs
-25.8K
- 18.68%
$27.0 - $31.7 $697K - $819K
112K $3.49M
MAR
Marriott International Inc

Consumer Cyclical
-516
- 15.11%
$237.01 - $304.45 $122K - $157K
2.9K $690K
NOW
Service Now, Inc.

Technology
-9
- 1.11%
$783.83 - $1170.39 $7.05K - $10.5K
800 $636K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.55K
- 2.85%
$126.11 - $135.06 $322K - $345K
87K $11.2M
MRK
Merck & Co., Inc.

Healthcare
-484
- 2.94%
$83.01 - $101.02 $40.2K - $48.9K
16K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-50
- 1.17%
$360.07 - $417.26 $18K - $20.9K
4.22K $1.52M
NSC
Norfolk Southern Corp

Industrials
-800
- 17.9%
$227.69 - $259.76 $182K - $208K
3.67K $869K
CRM
Salesforce, Inc.

Technology
-20
- 0.77%
$268.36 - $359.95 $5.37K - $7.2K
2.59K $695K
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 0.54%
$347.25 - $424.87 $13.2K - $16.1K
6.98K $2.56M
ITW
Illinois Tool Works Inc

Industrials
-491
- 38.27%
$244.9 - $274.48 $120K - $135K
792 $196K
AXP
American Express CO

Financial Services
-58
- 1.44%
$255.39 - $325.87 $14.8K - $18.9K
3.98K $1.07M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.35K
- 1.3%
$56.17 - $59.71 $75.9K - $80.7K
103K $5.88M
VBR
Vanguard Small Cap Value ETF

ETFs
-355
- 8.96%
$183.02 - $207.75 $65K - $73.8K
3.61K $672K
SNPS
Synopsys Inc

Technology
-42
- 2.67%
$428.58 - $551.54 $18K - $23.2K
1.53K $656K
CAT
Caterpillar Inc

Industrials
-83
- 3.42%
$326.75 - $407.63 $27.1K - $33.8K
2.35K $773K
ACN
Accenture PLC

Technology
-50
- 2.31%
$300.91 - $398.25 $15K - $19.9K
2.11K $658K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.66K
- 2.98%
$21.23 - $23.75 $35.2K - $39.4K
54K $1.16M
ROK
Rockwell Automation, Inc

Industrials
-121
- 5.03%
$255.29 - $303.75 $30.9K - $36.8K
2.29K $590K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.03K
- 3.73%
$23.16 - $27.04 $23.9K - $27.9K
26.7K $624K
VBK
Vanguard Small Cap Growth ETF

ETFs
-22
- 0.75%
$247.97 - $296.33 $5.46K - $6.52K
2.91K $733K
META
Meta Platforms, Inc.

Communication Services
-30
- 0.61%
$576.36 - $736.67 $17.3K - $22.1K
4.85K $2.8M
AMAT
Applied Materials Inc

Technology
-173
- 5.34%
$145.06 - $195.51 $25.1K - $33.8K
3.07K $445K
APD
Air Products & Chemicals, Inc.

Basic Materials
-317
- 12.4%
$283.24 - $338.07 $89.8K - $107K
2.24K $660K
NEE
Nextera Energy Inc

Utilities
-780
- 3.25%
$66.96 - $76.16 $52.2K - $59.4K
23.2K $1.64M
CSCO
Cisco Systems, Inc.

Technology
-1.76K
- 10.92%
$58.74 - $64.87 $103K - $114K
14.4K $886K
LMT
Lockheed Martin Corp

Industrials
-44
- 3.81%
$423.19 - $506.29 $18.6K - $22.3K
1.11K $495K
TXN
Texas Instruments Inc

Technology
-300
- 29.07%
N/A
732 $142K
IVW
Ishares S&P 500 Growth ETF

ETFs
-370
- 15.24%
$92.45 - $106.69 $34.2K - $39.5K
2.06K $191K
ELV
Elevance Health, Inc.

Healthcare
-372
- 22.32%
$365.9 - $436.25 $136K - $162K
1.3K $563K
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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