Evermay Wealth Management LLC Sells in Q3 2024

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-199K
- 78.32%
$100.3 - $100.74 $20M - $20M
55.1K $5.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-31.8K
- 58.72%
$96.25 - $101.98 $3.06M - $3.24M
22.3K $2.26M
FVCB
Fvc Bankcorp, Inc.

Financial Services
-85.3K
- 88.93%
$10.2 - $13.3 $870K - $1.13M
10.6K $138K
VBR
Vanguard Small Cap Value ETF

ETFs
-4.8K
- 41.26%
$179.99 - $201.6 $865K - $968K
6.84K $1.37M
VHT
Vanguard Health Care ETF

ETFs
-2.72K
- 73.8%
$261.88 - $288.1 $711K - $782K
964 $272K
GOOGL
Alphabet Inc.

Communication Services
-413
- 1.11%
$148.65 - $191.18 $61.4K - $79K
36.9K $6.12M
AMZN
Amazon Com Inc

Consumer Cyclical
-585
- 1.29%
$161.02 - $200.0 $94.2K - $117K
44.7K $8.33M
MSFT
Microsoft Corp

Technology
-229
- 1.21%
$395.15 - $467.56 $90.5K - $107K
18.7K $8.05M
IWM
Ishares Russell 2000 ETF

ETFs
-3.03K
- 14.25%
$200.87 - $224.6 $609K - $681K
18.2K $4.03M
MRK
Merck & Co., Inc.

Healthcare
-433
- 2.34%
$111.15 - $128.97 $48.1K - $55.8K
18.1K $2.06M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-7.63K
- 89.65%
$29.24 - $45.37 $223K - $346K
880 $39K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.56K
- 54.67%
$149.02 - $167.67 $232K - $261K
1.29K $216K
UPS
United Parcel Service Inc

Industrials
-1.49K
- 35.81%
$123.32 - $147.38 $184K - $220K
2.68K $364K
VOT
Vanguard Mid Cap Growth Index

ETFs
-866
- 51.95%
$218.05 - $243.47 $189K - $211K
801 $195K
DIS
Walt Disney CO

Communication Services
-1.74K
- 44.45%
$85.6 - $98.61 $149K - $172K
2.18K $209K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-557
- 32.23%
$305.34 - $350.41 $170K - $195K
1.17K $404K
ROK
Rockwell Automation, Inc

Industrials
-512
- 18.59%
$248.27 - $294.37 $127K - $151K
2.24K $602K
SHOP
Shopify Inc.

Technology
-2.52K
- 70.9%
$52.26 - $80.75 $132K - $203K
1.03K $82K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-611
- 35.22%
$370.41 - $491.09 $226K - $300K
1.12K $523K
ADBE
Adobe Inc.

Technology
-186
- 15.32%
$508.13 - $586.55 $94.5K - $109K
1.03K $532K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.21K
- 43.93%
$191.76 - $263.26 $232K - $318K
1.54K $403K
CVS
Cvs Health Corp

Healthcare
-2.14K
- 86.62%
$55.81 - $63.18 $119K - $135K
330 $20K
SASR
Sandy Spring Bancorp Inc

Financial Services
-5.34K
- 85.57%
$23.54 - $33.51 $126K - $179K
900 $28K
GOOG
Alphabet Inc.

Communication Services
-2
- 0.03%
$149.54 - $192.66 $299 - $385
6.87K $1.15M
LLY
Eli Lilly & CO

Healthcare
-33
- 0.81%
$772.14 - $960.02 $25.5K - $31.7K
4.04K $3.58M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-213
- 69.61%
$460.0 - $505.78 $98K - $108K
93 $43K
HON
Honeywell International Inc

Industrials
-368
- 12.37%
$196.73 - $220.21 $72.4K - $81K
2.61K $538K
IEMG
Ishares Inc

ETFs
-1.8K
- 8.18%
$53.64 - $53.64 $96.5K - $96.5K
20.2K $1.08M
MDT
Medtronic PLC

Healthcare
-1.33K
- 42.28%
$76.84 - $91.03 $102K - $121K
1.81K $163K
ILMN
Illumina, Inc.

Healthcare
-826
- 87.41%
$105.28 - $135.9 $87K - $112K
119 $15K
FAST
Fastenal CO

Industrials
-1.9K
- 30.44%
$62.09 - $71.83 $118K - $136K
4.34K $310K
SNOW
Snowflake Inc.

Technology
-562
- 91.53%
$108.56 - $143.02 $61K - $80.4K
52 $5K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-3.84K
- 5.05%
$39.31 - $41.32 $151K - $159K
72.3K $2.99M
BMY
Bristol Myers Squibb CO

Healthcare
-3.02K
- 35.48%
$39.66 - $51.75 $120K - $156K
5.5K $284K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-90
- 5.33%
$63.56 - $107.36 $5.72K - $9.66K
1.6K $112K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.75K
- 10.27%
$33.3 - $35.24 $91.7K - $97.1K
24.1K $848K
CVX
Chevron Corp

Energy
-145
- 3.12%
$137.88 - $161.97 $20K - $23.5K
4.5K $662K
ETN
Eaton Corp PLC

Industrials
-368
- 10.69%
$272.52 - $333.02 $100K - $123K
3.08K $1.02M
SCHW
Schwab Charles Corp

Financial Services
-210
- 4.07%
$61.74 - $76.08 $13K - $16K
4.95K $320K
TROW
Price T Rowe Group Inc

Financial Services
-435
- 24.51%
$101.71 - $120.75 $44.2K - $52.5K
1.34K $145K
XLV
Select Sector Spdr Fund Health

ETFs
-400
- 77.97%
$143.3 - $157.24 $57.3K - $62.9K
113 $17K
MCHP
Microchip Technology Inc

Technology
-125
- 3.04%
$72.0 - $95.98 $9K - $12K
3.99K $319K
GTLS
Chart Industries Inc

Industrials
-360
- 67.42%
$106.83 - $168.99 $38.5K - $60.8K
174 $21K
IFGL
Ishares International Develope

ETFs
-3.1K
- 58.01%
$19.81 - $23.14 $61.5K - $71.8K
2.25K $51K
QCOM
Qualcomm Inc

Technology
-202
- 32.27%
$156.12 - $209.64 $31.5K - $42.3K
424 $72K
IWS
Ishares Russell Midcap Value E

ETFs
-491
- 38.51%
$119.52 - $132.25 $58.7K - $64.9K
784 $103K
BA
Boeing CO

Industrials
-197
- 33.5%
$152.04 - $190.6 $30K - $37.5K
391 $59K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 25.42%
$3305.62 - $4268.05 $49.6K - $64K
44 $185K
MELI
Mercadolibre Inc

Consumer Cyclical
-59
- 32.07%
$1591.44 - $2140.1 $93.9K - $126K
125 $256K
Activity Summary
Buys All Purchases 90 New Holdings 35 Increased Positions 55 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
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