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
PSA
Public Storage

Real Estate
-169
- 37.14%
$288.99 - $313.98 $48.8K - $53.1K
286 $85K
JNJ
Johnson & Johnson

Healthcare
-1.29K
- 16.73%
$142.06 - $167.7 $183K - $216K
6.41K $1.06M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-74
- 13.36%
$333.37 - $384.99 $24.7K - $28.5K
480 $160K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-139
- 1.65%
$169.43 - $182.84 $23.6K - $25.4K
8.3K $1.44M
VHT
Vanguard Health Care ETF

ETFs
-164
- 82.83%
$254.06 - $273.83 $41.7K - $44.9K
34 $9K
NKE
Nike, Inc.

Consumer Cyclical
-97
- 3.85%
$63.29 - $81.72 $6.14K - $7.93K
2.42K $153K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-45
- 0.19%
$25.58 - $29.24 $1.15K - $1.32K
23.3K $611K
DIS
Walt Disney CO

Communication Services
-90
- 4.35%
$96.87 - $114.0 $8.72K - $10.3K
1.98K $195K
MCHP
Microchip Technology Inc

Technology
-120
- 3.65%
$48.41 - $64.3 $5.81K - $7.72K
3.17K $153K
ITA
Ishares Tr

ETFs
-275
- 29.16%
$144.84 - $159.5 $39.8K - $43.9K
668 $102K
MKC
Mccormick & CO Inc

Consumer Defensive
-560
- 25.37%
$71.24 - $84.73 $39.9K - $47.4K
1.65K $135K
GLD
Spdr Gold Trust

ETFs
-233
- 30.7%
$243.19 - $288.14 $56.7K - $67.1K
526 $151K
CMCSA
Comcast Corp

Communication Services
-637
- 4.7%
$33.19 - $38.23 $21.1K - $24.4K
12.9K $476K
CLX
Clorox CO

Consumer Defensive
-100
- 11.17%
$141.76 - $162.89 $14.2K - $16.3K
795 $117K
EA
Electronic Arts Inc.

Communication Services
-187
- 53.89%
$116.53 - $146.29 $21.8K - $27.4K
160 $23K
INTC
Intel Corp

Technology
-1.55K
- 52.1%
$19.1 - $27.39 $29.6K - $42.5K
1.43K $32K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 4.88%
$4295.4 - $5141.88 $8.59K - $10.3K
39 $179K
UNP
Union Pacific Corp

Industrials
-167
- 8.56%
$225.21 - $254.42 $37.6K - $42.5K
1.79K $421K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-15
- 2.27%
$497.6 - $606.74 $7.46K - $9.1K
645 $320K
JPM
Jpmorgan Chase & CO

Financial Services
-543
- 2.72%
$225.19 - $279.95 $122K - $152K
19.4K $4.77M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-275
- 19.37%
$61.92 - $76.95 $17K - $21.2K
1.15K $85K
CMI
Cummins Inc

Industrials
-1
- 0.19%
$312.92 - $386.07 $313 - $386
536 $168K
ADP
Automatic Data Processing Inc

Industrials
-187
- 6.34%
$286.85 - $318.64 $53.6K - $59.6K
2.76K $844K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-150
- 1.16%
$90.0 - $96.32 $13.5K - $14.4K
12.8K $1.18M
GLW
Corning Inc

Technology
-320
- 20.92%
$44.91 - $54.25 $14.4K - $17.4K
1.21K $55K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-25
- 1.71%
$94.32 - $110.46 $2.36K - $2.76K
1.44K $138K
QDF
Flexshares Quality Dividend In

ETFs
-150
- 6.38%
$67.19 - $73.37 $10.1K - $11K
2.2K $150K
FDX
Fedex Corp

Industrials
-45
- 47.37%
$230.33 - $281.53 $10.4K - $12.7K
50 $12K
GM
General Motors CO

Consumer Cyclical
-100
- 6.53%
$45.22 - $54.92 $4.52K - $5.49K
1.43K $67K
CSM
Proshares Large Cap Core Plus

ETFs
-40
- 0.91%
$63.0 - $69.13 $2.52K - $2.77K
4.34K $276K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-302
- 19.15%
$39.96 - $43.3 $12.1K - $13.1K
1.28K $52K
FTV
Fortive Corp

Technology
-75
- 2.49%
$71.82 - $82.98 $5.39K - $6.22K
2.94K $214K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-539
- 14.73%
$34.32 - $37.26 $18.5K - $20.1K
3.12K $113K
BMY
Bristol Myers Squibb CO

Healthcare
-560
- 10.41%
$53.9 - $63.11 $30.2K - $35.3K
4.82K $293K
IRBO
Ishares Robotics & Artificial

ETFs
-350
- 63.64%
N/A
200 $6K
GIS
General Mills Inc

Consumer Defensive
-1
- 0.06%
$57.56 - $65.3 $57.6 - $65.3
1.79K $106K
ILMN
Illumina, Inc.

Healthcare
-21
- 17.65%
$79.34 - $144.22 $1.67K - $3.03K
98 $7K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-100
- 90.91%
$47.25 - $67.02 $4.73K - $6.7K
10 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-10
- 3.07%
$237.72 - $276.98 $2.38K - $2.77K
316 $77K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-260
- 6.25%
$27.01 - $28.54 $7.02K - $7.42K
3.9K $109K
UAL
United Airlines Holdings, Inc.

Industrials
-3
- 2.65%
$69.05 - $110.52 $207 - $332
110 $7K
MMM
3 M CO

Industrials
-150
- 13.64%
$129.7 - $155.12 $19.5K - $23.3K
950 $139K
FISV
Fiserv Inc

Technology
-15
- 1.75%
N/A
844 $105K
EEM
Ishares Msci Emerging Markets

ETFs
-102
- 8.73%
$40.81 - $45.34 $4.16K - $4.62K
1.07K $46K
CCI
Crown Castle International Corp

Real Estate
-25
- 20.0%
$84.33 - $106.39 $2.11K - $2.66K
100 $10K
QCOM
Qualcomm Inc

Technology
-5
- 1.21%
$151.94 - $175.86 $760 - $879
408 $62K
IEMG
Ishares Inc

ETFs
-16
- 0.08%
N/A
21.2K $1.14M
Veralto Corp
-100
- 4.54%
N/A
2.11K $0
Blackrock Inc
-38
- 10.3%
N/A
331 $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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