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
MCHP
Microchip Technology Inc

Technology
-250
- 7.9%
$35.34 - $71.6 $8.84K - $17.9K
2.92K $205K
VBK
Vanguard Small Cap Growth ETF

ETFs
-71
- 2.44%
$219.76 - $276.94 $15.6K - $19.7K
2.84K $787K
VXF
Vanguard Extended Market ETF

ETFs
-9
- 0.33%
$150.43 - $192.71 $1.35K - $1.73K
2.73K $525K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.72K
- 5.05%
$19.1 - $23.83 $52K - $64.9K
51.2K $1.22M
MSTR
Microstrategy Inc

Technology
-11
- 1.9%
$237.95 - $421.61 $2.62K - $4.64K
569 $230K
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 1.67%
$1794.73 - $2613.63 $3.59K - $5.23K
118 $308K
CSCO
Cisco Systems, Inc.

Technology
-271
- 1.89%
$53.19 - $69.38 $14.4K - $18.8K
14.1K $978K
AMAT
Applied Materials Inc

Technology
-85
- 2.77%
$126.95 - $183.52 $10.8K - $15.6K
2.98K $546K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-645
- 3.94%
$50.5 - $71.23 $32.6K - $45.9K
15.7K $1.06M
TSLA
Tesla, Inc.

Consumer Cyclical
-233
- 6.77%
$221.86 - $362.89 $51.7K - $84.6K
3.21K $1.02M
ETN
Eaton Corp PLC

Industrials
-150
- 6.38%
$246.52 - $356.99 $37K - $53.5K
2.2K $785K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.28K
- 3.23%
$41.45 - $54.46 $52.9K - $69.5K
38.2K $1.99M
IDV
Ishares Tr

ETFs
-984
- 0.88%
$27.79 - $34.84 $27.3K - $34.3K
111K $3.85M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-117
- 0.13%
$114.78 - $133.31 $13.4K - $15.6K
86.9K $11.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-468K
- 9.33%
$19.6 - $24.44 $9.16M - $11.4M
4.54M $111M
VUG
Vanguard Growth ETF

ETFs
-5
- 0.07%
$329.49 - $438.4 $1.65K - $2.19K
7.45K $3.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-30.9K
- 4.56%
$51.16 - $62.02 $1.58M - $1.92M
648K $40.2M
GOOGL
Alphabet Inc.

Communication Services
-522
- 1.43%
$144.7 - $178.6 $75.5K - $93.2K
35.9K $6.32M
VTI
Vanguard Total Stock Market Et

ETFs
-1.21K
- 3.07%
$243.75 - $303.93 $295K - $368K
38.2K $11.6M
META
Meta Platforms, Inc.

Communication Services
-7
- 0.14%
$484.66 - $738.09 $3.39K - $5.17K
4.85K $3.58M
JPM
Jpmorgan Chase & CO

Financial Services
-215
- 1.11%
$210.28 - $289.91 $45.2K - $62.3K
19.2K $5.57M
AVGO
Broadcom Inc.

Technology
-119
- 1.45%
$146.29 - $275.65 $17.4K - $32.8K
8.09K $2.23M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.02K
- 4.52%
$498.8 - $620.9 $1.01M - $1.25M
42.6K $26.5M
MSFT
Microsoft Corp

Technology
-71
- 0.4%
$354.56 - $497.45 $25.2K - $35.3K
17.7K $8.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.36K
- 2.45%
$496.48 - $617.85 $674K - $839K
54.2K $33.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.98K
- 5.21%
$456.74 - $568.03 $3.19M - $3.96M
127K $72.1M
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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