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
Global X Fds
-1.15K
- 51.76%
N/A
1.07K $0
PSEP
Innovator U.S. Equity Power Bu
-150
- 1.76%
N/A
8.38K $0
RODM
Hartford Multifactor Developed

ETFs
-328
- 8.66%
$28.07 - $31.56 $9.21K - $10.4K
3.46K $107K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-31
- 16.23%
$13.05 - $13.97 $405 - $433
160 $2K
ICLN
Ishares

ETFs
-10
- 66.67%
$10.94 - $11.86 $109 - $119
5 $0
MP
Mp Materials Corp.

Basic Materials
-160
- 39.02%
$16.39 - $26.93 $2.62K - $4.31K
250 $6K
Kenvue Inc
-1K
- 50.0%
N/A
1K $0
Labcorp Holdings Inc
-116
- 2.49%
N/A
4.55K $0
Ab Active Etfs Inc
-10
- 0.27%
N/A
3.69K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-60
- 0.71%
$112.81 - $126.16 $6.77K - $7.57K
8.36K $1.02M
BNL
Broadstone Net Lease, Inc.

Real Estate
-3.25K
- 6.48%
$15.2 - $17.25 $49.4K - $56.1K
46.9K $799K
IEFA
Ishares Tr

ETFs
-117
- 4.91%
$69.57 - $78.65 $8.14K - $9.2K
2.27K $171K
DVY
Ishares Tr

ETFs
-61
- 1.23%
$128.58 - $138.1 $7.84K - $8.42K
4.9K $658K
XLE
Energy Sector Spdr

ETFs
-100
- 4.32%
$85.7 - $93.96 $8.57K - $9.4K
2.21K $206K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-166
- 3.02%
$87.68 - $94.52 $14.6K - $15.7K
5.33K $499K
D
Dominion Energy, Inc

Utilities
-15
- 0.2%
$52.85 - $57.43 $793 - $861
7.42K $415K
COST
Costco Wholesale Corp

Consumer Defensive
-36
- 1.93%
$890.62 - $1076.86 $32.1K - $38.8K
1.83K $1.73M
KMI
Kinder Morgan, Inc.

Energy
-518
- 1.51%
$26.1 - $31.22 $13.5K - $16.2K
33.8K $964K
TMUS
T Mobile Us, Inc.

Communication Services
-164
- 10.37%
$211.3 - $272.83 $34.7K - $44.7K
1.42K $377K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-297
- 0.82%
$42.5 - $46.71 $12.6K - $13.9K
36K $1.63M
CB
Chubb LTD

Financial Services
-26
- 1.56%
$257.71 - $301.99 $6.7K - $7.85K
1.65K $497K
KO
Coca Cola CO

Consumer Defensive
-563
- 6.95%
$60.81 - $72.32 $34.2K - $40.7K
7.54K $540K
IWD
Ishares Russell 1000 Val ETF

ETFs
-57
- 0.36%
$182.82 - $196.21 $10.4K - $11.2K
15.6K $2.93M
VTV
Vanguard Value ETF

ETFs
-20
- 0.16%
$167.73 - $179.21 $3.35K - $3.58K
12.2K $2.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2K
- 2.96%
$18.36 - $20.51 $36.7K - $41K
65.5K $1.3M
EPD
Enterprise Products Partners L.P.

Energy
-25
- 0.1%
$31.75 - $34.14 $794 - $854
24.6K $840K
ROP
Roper Technologies Inc

Industrials
-6
- 0.56%
$502.71 - $593.81 $3.02K - $3.56K
1.06K $624K
XOM
Exxon Mobil Corp

Energy
-300
- 2.64%
$105.44 - $118.93 $31.6K - $35.7K
11.1K $1.32M
MCD
Mcdonalds Corp

Consumer Cyclical
-116
- 2.0%
$279.74 - $321.29 $32.4K - $37.3K
5.69K $1.78M
SLV
I Shares Silver Trust

ETFs
-1.69K
- 4.72%
$26.93 - $31.32 $45.5K - $53K
34.1K $1.06M
ICE
Intercontinental Exchange, Inc.

Financial Services
-14
- 0.28%
$142.8 - $176.36 $2K - $2.47K
5.06K $872K
AMGN
Amgen Inc

Healthcare
-51
- 1.92%
$258.59 - $327.36 $13.2K - $16.7K
2.6K $809K
DUK
Duke Energy Corp

Utilities
-220
- 1.85%
$105.87 - $121.97 $23.3K - $26.8K
11.7K $1.43M
YUM
Yum Brands Inc

Consumer Cyclical
-496
- 5.2%
$123.25 - $162.53 $61.1K - $80.6K
9.05K $1.42M
LLY
Eli Lilly & CO

Healthcare
-88
- 2.19%
$725.72 - $929.72 $63.9K - $81.8K
3.93K $3.24M
ABBV
Abb Vie Inc.

Healthcare
-441
- 5.89%
$169.2 - $216.66 $74.6K - $95.5K
7.04K $1.48M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-2.05K
- 11.13%
$43.79 - $57.46 $89.7K - $118K
16.4K $935K
BRO
Brown & Brown, Inc.

Financial Services
-485
- 2.86%
$100.54 - $124.4 $48.8K - $60.3K
16.5K $2.05M
V
Visa Inc.

Financial Services
-60
- 0.6%
$306.92 - $362.71 $18.4K - $21.8K
9.89K $3.46M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.93K
- 4.65%
$34.58 - $45.97 $66.6K - $88.6K
39.5K $1.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-316
- 4.07%
$442.66 - $534.52 $140K - $169K
7.45K $3.97M
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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