Evermay Wealth Management LLC Reduced Holdings in Q2 2025

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-100
- 36.36%
$69.8 - $85.28 $6.98K - $8.53K
175 $14K
AME
Ametek Inc

Industrials
-60
- 17.39%
$151.41 - $182.75 $9.08K - $11K
285 $51K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-40
- 28.78%
$99.37 - $134.05 $3.97K - $5.36K
99 $11K
IVE
Ishares S&P 500 Value ETF

ETFs
-77
- 4.24%
$168.34 - $195.42 $13K - $15K
1.74K $340K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 23.08%
$4164.15 - $5789.24 $37.5K - $52.1K
30 $173K
IVW
Ishares S&P 500 Growth ETF

ETFs
-367
- 17.83%
$82.96 - $110.1 $30.4K - $40.4K
1.69K $186K
LMT
Lockheed Martin Corp

Industrials
-50
- 4.5%
$430.82 - $486.45 $21.5K - $24.3K
1.06K $490K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-60
- 30.0%
$86.05 - $107.7 $5.16K - $6.46K
140 $15K
VIG
Vanguard Dividend Appreciation

ETFs
-23
- 4.31%
N/A
511 $93K
WELL
Welltower Inc.

Real Estate
-20
- 16.0%
$136.49 - $155.22 $2.73K - $3.1K
105 $16K
AA
Alcoa Corp

Basic Materials
-37
- 36.27%
$22.57 - $30.84 $835 - $1.14K
65 $1K
MP
Mp Materials Corp.

Basic Materials
-115
- 46.0%
$18.77 - $37.74 $2.16K - $4.34K
135 $4K
VNQ
Vanguard Specialized Funds Van

ETFs
-6
- 2.41%
$79.79 - $91.42 $479 - $549
243 $21K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-25
- 41.67%
$73.02 - $90.22 $1.83K - $2.26K
35 $3K
VTRS
Viatris Inc

Healthcare
-59
- 14.53%
$7.26 - $9.12 $428 - $538
347 $3K
Labcorp Holdings Inc
-299
- 6.57%
N/A
4.25K $0
Amentum Holdings Inc
-501
- 83.5%
N/A
99 $0
UNIT
Uniti Group Inc.

Real Estate
-52
- 73.24%
$4.06 - $5.24 $211 - $272
19 $0
Veralto Corp
-283
- 13.44%
N/A
1.82K $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
-11
- 3.62%
$83.54 - $100.04 $919 - $1.1K
293 $29K
Global X Fds
-20
- 1.87%
N/A
1.05K $0
AOA
Ishares Tr Core Aggressive All

ETFs
-10
- 41.67%
$69.46 - $83.4 $695 - $834
14 $1K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-24
- 15.38%
$30.87 - $39.17 $741 - $940
132 $5K
Jacobs Solutions Inc
-100
- 4.89%
N/A
1.95K $0
Fortrea Hldgs Inc
-100
- 72.99%
N/A
37 $0
VEA
Vanguard Ftse Developed Market

ETFs
-5.18K
- 10.81%
$45.65 - $57.01 $236K - $295K
42.7K $2.44M
XLU
Utilities Sector Spdr

ETFs
-25
- 2.09%
$73.09 - $82.77 $1.83K - $2.07K
1.17K $95K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-49
- 1.52%
$45.11 - $52.34 $2.21K - $2.56K
3.18K $166K
TRV
Travelers Companies, Inc.

Financial Services
-10
- 0.58%
$233.83 - $276.34 $2.34K - $2.76K
1.71K $457K
TFC
Truist Financial Corp

Financial Services
-150
- 2.52%
$34.79 - $42.99 $5.22K - $6.45K
5.81K $249K
RODM
Hartford Multifactor Developed

ETFs
-145
- 4.19%
$28.23 - $34.22 $4.09K - $4.96K
3.31K $113K
ROK
Rockwell Automation, Inc

Industrials
-488
- 21.36%
$218.97 - $332.17 $107K - $162K
1.8K $596K
WMT
Walmart Inc.

Consumer Defensive
-560
- 8.84%
$81.79 - $99.98 $45.8K - $56K
5.78K $564K
GD
General Dynamics Corp

Industrials
-50
- 4.0%
$247.68 - $291.66 $12.4K - $14.6K
1.2K $349K
ITA
Ishares Tr

ETFs
-70
- 10.48%
$135.31 - $188.64 $9.47K - $13.2K
598 $112K
NKE
Nike, Inc.

Consumer Cyclical
-45
- 1.86%
$53.27 - $72.04 $2.4K - $3.24K
2.38K $168K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-24
- 3.22%
$224.16 - $285.86 $5.38K - $6.86K
722 $206K
VBR
Vanguard Small Cap Value ETF

ETFs
-79
- 2.19%
$162.76 - $195.77 $12.9K - $15.5K
3.53K $688K
IWN
Ishares Russell2000 Val ETF

ETFs
-5
- 0.18%
$131.84 - $157.76 $659 - $789
2.84K $447K
KMI
Kinder Morgan, Inc.

Energy
-325
- 0.96%
$25.21 - $29.4 $8.19K - $9.56K
33.5K $984K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-40
- 3.49%
$67.22 - $100.51 $2.69K - $4.02K
1.11K $109K
EMR
Emerson Electric CO

Industrials
-275
- 10.14%
$94.15 - $133.33 $25.9K - $36.7K
2.44K $324K
IWM
Ishares Russell 2000 ETF

ETFs
-1.1K
- 6.72%
$174.82 - $215.79 $192K - $237K
15.3K $3.3M
GS
Goldman Sachs Group Inc

Financial Services
-6
- 2.82%
$462.22 - $707.75 $2.77K - $4.25K
207 $146K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-158
- 1.02%
$24.38 - $30.18 $3.85K - $4.77K
15.4K $463K
SLV
I Shares Silver Trust

ETFs
-661
- 1.94%
$27.08 - $33.74 $17.9K - $22.3K
33.5K $1.1M
VTV
Vanguard Value ETF

ETFs
-36
- 0.29%
$153.67 - $176.74 $5.53K - $6.36K
12.2K $2.16M
NSC
Norfolk Southern Corp

Industrials
-100
- 2.72%
$206.34 - $257.46 $20.6K - $25.7K
3.57K $913K
HON
Honeywell International Inc

Industrials
-50
- 1.92%
$182.86 - $232.88 $9.14K - $11.6K
2.56K $595K
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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